| Fee-Only Financial Planning, L.C. | 113 | $278.7K | 0.23% | +113 | New |
| First Western Trust Bank | 112 | $276.2K | 0.02% | +8+7.7% | Added |
| Conning Inc. | 111 | $273.7K | 0.01% | −1−0.9% | Reduced |
| Personal Capital Advisors Corp | 111 | $273.7K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 111 | $273.7K | 0.01% | +4+3.7% | Added |
| Greatmark Investment Partners, Inc. | 110 | $271.3K | 0.05% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 110 | $271.3K | 0.16% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 110 | $271.3K | 0.21% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 110 | $271.3K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 110 | $271.0K | 0.03% | −8−6.8% | Reduced |
| Evergreen Capital Management LLC | 109 | $268.8K | 0.01% | −30−21.6% | Reduced |
| Wealthcare Advisory Partners LLC | 109 | $268.8K | 0.01% | +109 | New |
| Lester Murray Antman dba SimplyRich | 109 | $268.0K | 0.11% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 108 | $266.3K | 0.18% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 108 | $266.3K | 0.17% | +4+3.8% | Added |
| Crestmont Private Wealth LLC | 108 | $266.3K | 0.18% | +108 | New |
| Advisors Capital Management, LLC | 106 | $261.0K | 0.01% | −26−19.7% | Reduced |
| Main Street Financial Solutions, LLC | 105 | $259.0K | 0.04% | −2−1.9% | Reduced |
| Legacy CG, LLC | 105 | $258.9K | 0.15% | −1,036−90.8% | Reduced |
| CVA Family Office, LLC | 103 | $254.0K | 0.06% | +1+1.0% | Added |
| Gitterman Wealth Management, LLC | 103 | $254.0K | 0.13% | +103 | New |
| OneAscent Financial Services LLC | 102 | $252.0K | 0.11% | +7+7.4% | Added |
| Headlands Technologies LLC | 102 | $252.0K | 0.20% | +102 | New |
| Zeke Capital Advisors, LLC | 102 | $251.6K | 0.02% | −29−22.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 102 | $251.6K | 0.01% | −10−8.9% | Reduced |
| Crewe Advisors LLC | 101 | $249.1K | 0.04% | −13−11.4% | Reduced |
| Absher Wealth Management, LLC | 101 | $249.1K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 101 | $248.1K | 0.01% | −16−13.7% | Reduced |
| Umb Bank N A | 100 | $247.0K | 0.00% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 100 | $247.0K | 0.04% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 100 | $247.0K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 100 | $247.0K | 0.14% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 100 | $247.0K | 0.18% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 100 | $246.6K | 0.00% | −103−50.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 100 | $246.6K | 0.02% | −41−29.1% | Reduced |
| Parsec Financial Management, Inc. | 100 | $246.6K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 100 | $246.6K | 0.09% | 00.0% | Unchanged |
| W Advisors, LLC | 100 | $246.6K | 0.21% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 100 | $246.6K | 0.15% | +100 | New |
| Foundation Wealth Management, LLC | 100 | $246.6K | 0.25% | +100 | New |
| McLean Asset Management Corp | 100 | $245.4K | 0.08% | −1−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 99 | $244.2K | 0.03% | −14−12.4% | Reduced |
| Seed Wealth Management, Inc. | 97 | $239.2K | 0.27% | +97 | New |
| Vigilare Wealth Management | 97 | $239.2K | 0.14% | −23−19.2% | Reduced |
| OneAscent Wealth Management LLC | 97 | $239.0K | 0.11% | −5−4.9% | Reduced |
| Essex Financial Services, Inc. | 97 | $239.0K | 0.03% | −1−1.0% | Reduced |
| LMG Wealth Partners, LLC | 100 | $235.6K | 0.08% | +100 | New |
| First Personal Financial Services | 95 | $234.3K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 95 | $234.3K | 0.05% | +95 | New |
| Trust Co of Toledo NA | 95 | $234.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 95 | $234.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 94 | $232.0K | 0.07% | +94 | New |
| Townsend Asset Management Corp | 94 | $231.8K | 0.12% | +94 | New |
| SignalPoint Asset Management, LLC | 93 | $229.0K | 0.08% | +93 | New |
| Capital Investment Advisors, LLC | 92 | $227.0K | 0.01% | +92 | New |
| Aprio Wealth Management, LLC | 91 | $224.4K | 0.08% | +91 | New |
| Sompo Asset Management Co., Ltd. | 90 | $222.0K | 0.05% | +90 | New |
| Rehmann Capital Advisory Group | 90 | $222.0K | 0.02% | +90 | New |
| Lodestar Private Asset Management LLC | 90 | $222.0K | 0.04% | +90 | New |
| Prestige Wealth Management Group LLC | 89 | $219.5K | 0.06% | +74+493.3% | Added |
| Geller Advisors LLC | 89 | $219.5K | 0.04% | +89 | New |
| Whalerock Point Partners, LLC | 89 | $219.5K | 0.09% | +89 | New |
| JTC Employer Solutions Trusteee Ltd | 89 | $219.0K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 88 | $217.0K | 0.01% | +88 | New |
| Meiji Yasuda Life Insurance Co | 88 | $217.0K | 0.00% | +88 | New |
| Gradient Investments LLC | 87 | $214.6K | 0.01% | −1−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 87 | $214.6K | 0.00% | +87 | New |
| IVC Wealth Advisors LLC | 87 | $214.6K | 0.16% | +87 | New |
| Laidlaw Wealth Management LLC | 86 | $212.1K | 0.05% | +86 | New |
| Davis R M Inc | 86 | $212.0K | 0.01% | +86 | New |
| Fidelis Capital Partners, LLC | 86 | $210.0K | 0.25% | +86 | New |
| Consolidated Planning Corp | 85 | $209.6K | 0.06% | −85−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 85 | $209.6K | 0.04% | +85 | New |
| Smith, Salley & Associates | 85 | $209.6K | 0.02% | +85 | New |
| Endurance Wealth Management, Inc. | 85 | $209.0K | 0.03% | 00.0% | Unchanged |
| Insight 2811, Inc. | 84 | $207.0K | 0.13% | +84 | New |
| Quent Capital, LLC | 82 | $202.2K | 0.04% | −2−2.4% | Reduced |
| Cypress Asset Management Inc | 82 | $202.2K | 0.07% | +82 | New |
| Gateway Investment Advisers LLC | 82 | $202.2K | 0.00% | +82 | New |
| Copperleaf Capital, LLC | 82 | $202.2K | 0.23% | +82 | New |
| Perennial Investment Advisors, LLC | 82 | $202.2K | 0.08% | +82 | New |
| One Wealth Advisors, LLC | 80 | $197.3K | 0.05% | −232−74.4% | Reduced |
| Loomis Sayles & Co L P | 77 | $190.0K | 0.00% | +5+6.9% | Added |
| Virtus Investment Advisers, Inc. | 76 | $187.4K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 72 | $177.0K | 0.16% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $173.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $167.7K | 0.02% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 68 | $167.7K | 0.11% | +68 | New |
| Alpha Paradigm Partners, LLC | 65 | $160.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $157.8K | 0.03% | −1−1.5% | Reduced |
| Harbor Investment Advisory, LLC | 59 | $145.5K | 0.02% | −49−45.4% | Reduced |
| Avondale Wealth Management | 59 | $145.5K | 0.13% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 57 | $141.0K | 0.07% | +57 | New |
| Rosenberg Matthew Hamilton | 56 | $138.1K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 56 | $138.0K | 0.01% | −8−12.5% | Reduced |
| IFP Advisors, Inc | 206 | $136.0K | 0.00% | −366−64.0% | Reduced |
| Byrne Asset Management LLC | 55 | $135.6K | 0.10% | 00.0% | Unchanged |
| Proequities, Inc. | 463 | $134.2K | 0.01% | −53−10.3% | Reduced |
| Exchange Traded Concepts, LLC | 54 | $133.2K | 0.00% | −99−64.7% | Reduced |
| Ellevest, Inc. | 54 | $133.2K | 0.01% | +6+12.5% | Added |
