| Diversified Trust Co | 939 | $289.4K | 0.01% | +80+9.3% | Added |
| Sage Mountain Advisors LLC | 937 | $288.6K | 0.02% | −791−45.8% | Reduced |
| Holistic Financial Partners | 929 | $286.3K | 0.13% | −22−2.3% | Reduced |
| SageView Advisory Group, LLC | 854 | $285.0K | 0.01% | −1−0.1% | Reduced |
| LVM Capital Management Ltd | 925 | $285.0K | 0.03% | 00.0% | Unchanged |
| Arjuna Capital | 919 | $283.2K | 0.07% | +71+8.4% | Added |
| Center For Asset Management LLC | 937 | $282.9K | 0.17% | −16−1.7% | Reduced |
| Baldwin Brothers Inc | 916 | $282.3K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 873 | $282.0K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 913 | $281.3K | 0.02% | −497−35.2% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 908 | $279.8K | 0.14% | +30+3.4% | Added |
| Perbak Capital Partners LLP | 904 | $278.6K | 0.06% | +904 | New |
| Premier Path Wealth Partners, LLC | 897 | $276.5K | 0.04% | +897 | New |
| Kirtland Hills Capital Management, LLC | 897 | $276.4K | 0.13% | +32+3.7% | Added |
| Wealthcare Advisory Partners LLC | 895 | $275.8K | 0.01% | −10−1.1% | Reduced |
| Index Fund Advisors, Inc. | 893 | $275.2K | 0.02% | +893 | New |
| Fiduciary Family Office, LLC | 890 | $274.3K | 0.09% | −40−4.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 884 | $272.4K | 0.03% | +884 | New |
| Grove Bank & Trust | 881 | $271.5K | 0.03% | +5+0.6% | Added |
| Consilio Wealth Advisors, LLC | 876 | $267.4K | 0.10% | +54+6.6% | Added |
| SCS Capital Management LLC | 866 | $266.9K | 0.00% | −89−9.3% | Reduced |
| Johnson Investment Counsel Inc | 865 | $266.6K | 0.00% | +22+2.6% | Added |
| Private Trust Co NA | 863 | $265.9K | 0.03% | −104−10.8% | Reduced |
| Golden State Equity Partners | 860 | $265.0K | 0.05% | +860 | New |
| Falcon Wealth Planning | 855 | $263.5K | 0.03% | +855 | New |
| Blackhawk Capital Partners LLC. | 854 | $263.2K | 0.12% | +854 | New |
| Morningstar Investment Management LLC | 844 | $260.0K | 0.02% | +844 | New |
| Janney Capital Management LLC | 840 | $259.0K | 0.02% | −436−34.2% | Reduced |
| Flagship Harbor Advisors, LLC | 833 | $256.7K | 0.01% | +10+1.2% | Added |
| Jaffetilchin Investment Partners, LLC | 829 | $255.5K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 827 | $254.8K | 0.15% | −124−13.0% | Reduced |
| Dunhill Financial, LLC | 826 | $254.7K | 0.07% | −1−0.1% | Reduced |
| Gryphon Financial Partners LLC | 824 | $253.9K | 0.03% | +824 | New |
| Teza Capital Management LLC | 818 | $252.1K | 0.19% | −382−31.8% | Reduced |
| AlphaCore Capital LLC | 818 | $252.1K | 0.01% | +818 | New |
| Pure Financial Advisors, Inc. | 813 | $250.4K | 0.00% | +813 | New |
| Capital Advisors, Ltd. LLC | 809 | $249.0K | 0.03% | −8−1.0% | Reduced |
| MUFG Securities EMEA plc | 808 | $249.0K | 0.01% | +808 | New |
| Inscription Capital, LLC | 804 | $247.8K | 0.04% | −320−28.5% | Reduced |
| SummitTX Capital, L.P. | 798 | $245.9K | 0.01% | +798 | New |
| Arvest Bank Trust Division | 798 | $245.9K | 0.01% | +798 | New |
| Connecticut Wealth Management, LLC | 796 | $245.3K | 0.01% | −6−0.7% | Reduced |
| Aureus Asset Management, LLC | 792 | $244.1K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 789 | $243.1K | 0.09% | +297+60.4% | Added |
| Invictus Private Wealth, LLC | 787 | $242.5K | 0.02% | −151−16.1% | Reduced |
| R Squared Ltd | 779 | $240.0K | 0.13% | +779 | New |
| Victory Financial Group, LLC | 778 | $239.7K | 0.04% | +778 | New |
| Aventura Private Wealth, LLC | 776 | $239.1K | 0.10% | −17−2.1% | Reduced |
| Prelude Capital Management, LLC | 771 | $237.6K | 0.02% | +771 | New |
| Aprio Wealth Management, LLC | 771 | $237.6K | 0.03% | +771 | New |
| Ignite Planners, LLC | 752 | $237.3K | 0.04% | +22+3.0% | Added |
| SGL Investment Advisors, Inc. | 731 | $236.3K | 0.11% | −1,770−70.8% | Reduced |
| Cromwell Holdings LLC | 765 | $235.7K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 763 | $235.0K | 0.03% | +763 | New |
| Patton Fund Management, Inc. | 759 | $233.9K | 0.05% | +759 | New |
| Texas Bank & Trust Co | 750 | $231.1K | 0.09% | +750 | New |
| Relyea Zuckerberg Hanson LLC | 748 | $230.5K | 0.03% | +748 | New |
| Courier Capital LLC | 746 | $229.9K | 0.01% | +746 | New |
| Cornerstone Wealth Group, LLC | 745 | $229.7K | 0.02% | +745 | New |
| Pinnacle Wealth Management, LLC | 744 | $229.3K | 0.19% | −4,908−86.8% | Reduced |
| Glenview Trust Co | 733 | $225.9K | 0.00% | +733 | New |
| Secure Asset Management, LLC | 728 | $224.4K | 0.04% | −383−34.5% | Reduced |
| Foronjy Financial LLC | 727 | $223.9K | 0.10% | +727 | New |
| U.S. Capital Wealth Advisors, LLC | 723 | $222.8K | 0.01% | +723 | New |
| St Germain D J Co Inc | 720 | $221.9K | 0.01% | +505+234.9% | Added |
| GM Advisory Group, Inc. | 720 | $221.9K | 0.01% | +720 | New |
| Parkside Financial Bank & Trust | 719 | $221.6K | 0.02% | +49+7.3% | Added |
| Elyxium Wealth, LLC | 718 | $221.3K | 0.08% | +718 | New |
| Corundum Group, Inc. | 716 | $220.6K | 0.10% | −107−13.0% | Reduced |
| Plancorp, LLC | 711 | $219.1K | 0.01% | +711 | New |
| Onefund, LLC | 711 | $219.0K | 0.16% | +711 | New |
| Leo Wealth, LLC | 707 | $217.9K | 0.02% | +707 | New |
| Bank Hapoalim BM | 705 | $217.0K | 0.03% | +705 | New |
| Exencial Wealth Advisors, LLC | 703 | $216.5K | 0.01% | −135−16.1% | Reduced |
| Roth Financial Partners LLC | 700 | $215.7K | 0.08% | +700 | New |
| Fielder Capital Group LLC | 700 | $215.7K | 0.06% | +700 | New |
| Centaurus Financial, Inc. | 693 | $214.0K | 0.01% | −22−3.1% | Reduced |
| Western Wealth Management, LLC | 692 | $213.2K | 0.01% | +692 | New |
| Planned Solutions, Inc. | 685 | $211.1K | 0.08% | +685 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 684 | $210.8K | 0.00% | −384−36.0% | Reduced |
| Jacobi Capital Management LLC | 679 | $209.2K | 0.01% | +679 | New |
| Spirepoint Private Client, LLC | 678 | $208.9K | 0.02% | +678 | New |
| Koshinski Asset Management, Inc. | 676 | $208.3K | 0.02% | +676 | New |
| Angeles Wealth Management, LLC | 674 | $207.7K | 0.01% | +674 | New |
| Diversified Enterprises, LLC | 670 | $206.5K | 0.02% | −142−17.5% | Reduced |
| Ellevest, Inc. | 670 | $206.5K | 0.03% | +670 | New |
| Walter & Keenan Financial Consulting Co | 669 | $206.2K | 0.06% | +669 | New |
| Warren Street Wealth Advisors, LLC | 669 | $206.2K | 0.07% | +669 | New |
| Addison Capital Co | 667 | $205.5K | 0.07% | +667 | New |
| Platform Technology Partners | 667 | $205.5K | 0.05% | +667 | New |
| Thompson Davis & Co., Inc. | 664 | $204.6K | 0.14% | +664 | New |
| Calamos Wealth Management LLC | 664 | $204.6K | 0.01% | +664 | New |
| Genesis Private Wealth, LLC | 664 | $204.6K | 0.10% | +664 | New |
| Klingman & Associates, LLC | 660 | $203.4K | 0.01% | +660 | New |
| Family Management Corp | 653 | $201.2K | 0.03% | +653 | New |
| Wealth Alliance | 650 | $200.3K | 0.02% | +650 | New |
| Ronald Blue Trust, Inc. | 638 | $196.6K | 0.00% | +179+39.0% | Added |
| Sunbelt Securities, Inc. | 637 | $191.4K | 0.02% | +101+18.8% | Added |
| AdvisorNet Financial, Inc | 609 | $187.7K | 0.01% | −52−7.9% | Reduced |
| Gitterman Wealth Management, LLC | 603 | $185.8K | 0.04% | +603 | New |
