| Gryphon Financial Partners LLC | 631 | $208.9K | 0.05% | +631 | New |
| Badgley Phelps Wealth Managers, LLC | 630 | $208.7K | 0.01% | +630 | New |
| Relyea Zuckerberg Hanson LLC | 629 | $208.4K | 0.06% | +629 | New |
| LGT Financial Advisors LLC | 629 | $208.4K | 0.25% | +629 | New |
| Madison Asset Management, LLC | 629 | $208.0K | 0.00% | +629 | New |
| Van Cleef Asset Management,Inc | 627 | $207.8K | 0.03% | +627 | New |
| Financial Planning & Information Services, Inc. | 626 | $207.4K | 0.04% | −221−26.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 625 | $207.1K | 0.07% | +625 | New |
| CKW Financial Group | 625 | $207.0K | 0.03% | −50−7.4% | Reduced |
| 4J Wealth Management LLC | 623 | $206.4K | 0.24% | +623 | New |
| Vantage Consulting Group Inc | 621 | $205.8K | 0.12% | −128−17.1% | Reduced |
| Syntax Advisors, LLC | 621 | $205.8K | 0.17% | −128−17.1% | Reduced |
| Traynor Capital Management, Inc. | 620 | $205.6K | 0.04% | +620 | New |
| Chapin Davis, Inc. | 620 | $205.4K | 0.12% | +620 | New |
| Miller Investment Management, LP | 620 | $205.4K | 0.03% | +620 | New |
| Halbert Hargrove Global Advisors, LLC | 616 | $204.2K | 0.01% | +616 | New |
| Summit Financial Group Inc | 616 | $204.0K | 0.08% | +616 | New |
| Simon Quick Advisors, LLC | 615 | $203.8K | 0.02% | +615 | New |
| Crown Wealth Group, LLC | 615 | $203.8K | 0.19% | +615 | New |
| Wescott Financial Advisory Group, LLC | 613 | $203.1K | 0.04% | +613 | New |
| WoodTrust Financial Corp | 610 | $202.0K | 0.04% | +610 | New |
| Raab & Moskowitz Asset Management LLC | 609 | $201.8K | 0.08% | +609 | New |
| Rodgers Brothers Inc. | 608 | $201.5K | 0.04% | +608 | New |
| Occidental Asset Management, LLC | 608 | $201.5K | 0.05% | +608 | New |
| JFS Wealth Advisors, LLC | 598 | $198.1K | 0.02% | −113−15.9% | Reduced |
| Cambridge Trust Co | 591 | $196.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 585 | $193.8K | 0.03% | +2+0.3% | Added |
| PEAK6 Investments LLC | 577 | $191.2K | 0.01% | +574+19,133.3% | Added |
| Tanglewood Legacy Advisors, LLC | 569 | $188.5K | 0.13% | +569 | New |
| Endurance Wealth Management, Inc. | 562 | $186.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 527 | $174.6K | 0.02% | −23−4.2% | Reduced |
| Prestige Wealth Management Group LLC | 524 | $173.6K | 0.05% | −799−60.4% | Reduced |
| Asset Dedication, LLC | 534 | $172.0K | 0.02% | −18−3.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 518 | $171.7K | 0.13% | 00.0% | Unchanged |
| Founders Capital Management | 510 | $169.0K | 0.13% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 511 | $169.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 511 | $169.0K | 0.18% | +511 | New |
| Rosenberg Matthew Hamilton | 500 | $165.7K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 500 | $165.7K | 0.02% | +5+1.0% | Added |
| Estabrook Capital Management | 473 | $156.7K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 457 | $151.4K | 0.02% | −63−12.1% | Reduced |
| Resources Management Corp | 443 | $147.0K | 0.02% | −25−5.3% | Reduced |
| James Investment Research Inc | 435 | $144.0K | 0.02% | +105+31.8% | Added |
| Fred Alger Management, LLC | 433 | $143.5K | 0.00% | −9,710−95.7% | Reduced |
| Optimum Investment Advisors | 431 | $142.8K | 0.08% | +125+40.8% | Added |
| Annapolis Financial Services, LLC | 421 | $139.5K | 0.05% | 00.0% | Unchanged |
| Seldon Capital LP | 401 | $132.9K | 0.11% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 400 | $132.5K | 0.15% | +400 | New |
| Vigilant Capital Management, LLC | 390 | $129.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 384 | $127.0K | 0.04% | −890−69.9% | Reduced |
| Compagnie Lombard Odier SCmA | 379 | $126.0K | 0.00% | +379 | New |
| Tilia Fiduciary Partners, Inc. | 379 | $125.4K | 0.12% | +1+0.3% | Added |
| Carolinas Wealth Consulting LLC | 370 | $122.4K | 0.03% | +3+0.8% | Added |
| Global Financial Private Client, LLC | 369 | $122.3K | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 360 | $119.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 357 | $118.4K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,121 | $116.6K | 0.04% | +1,121 | New |
| ICA Group Wealth Management, LLC | 322 | $106.8K | 0.03% | +322 | New |
| Hillsdale Investment Management Inc. | 310 | $102.7K | 0.01% | +310 | New |
| Altshuler Shaham Ltd | 308 | $102.1K | 0.00% | −134−30.3% | Reduced |
| Salem Investment Counselors Inc | 307 | $101.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 307 | $101.7K | 0.06% | +9+3.0% | Added |
| Zullo Investment Group, Inc. | 306 | $101.3K | 0.06% | +1+0.3% | Added |
| Corrado Advisors, LLC | 300 | $99.4K | 0.07% | +300 | New |
| Magnolia Capital Management Ltd | 292 | $97.0K | 0.09% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 286 | $94.8K | 0.00% | −10−3.4% | Reduced |
| Bellevue Asset Management, LLC | 288 | $94.7K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 280 | $92.8K | 0.09% | +280 | New |
| Benjamin Edwards Inc | 277 | $92.0K | 0.02% | +23+9.1% | Added |
| Tradition Wealth Management, LLC | 274 | $91.0K | 0.01% | +52+23.4% | Added |
| Farther Finance Advisors, LLC | 269 | $89.1K | 0.03% | +269 | New |
| MinichMacGregor Wealth Management, LLC | 265 | $87.8K | 0.03% | +265 | New |
| Mendota Financial Group, LLC | 264 | $87.5K | 0.11% | +264 | New |
| Riverview Trust Co | 264 | $87.0K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 262 | $86.8K | 0.03% | +262 | New |
| Sittner & Nelson, LLC | 261 | $86.5K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 255 | $84.6K | 0.01% | +4+1.6% | Added |
| Carmichael Hill & Associates, Inc. | 253 | $83.8K | 0.05% | −7−2.7% | Reduced |
| PFS Partners, LLC | 245 | $81.2K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 245 | $81.0K | 0.06% | −10−3.9% | Reduced |
| WR Wealth Planners, LLC | 244 | $80.8K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 233 | $77.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 229 | $75.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 221 | $73.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 220 | $72.9K | 0.04% | −28−11.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $72.0K | 0.00% | +219 | New |
| Versant Capital Management, Inc | 204 | $67.6K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 202 | $66.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 200 | $66.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 190 | $63.0K | 0.01% | −78−29.1% | Reduced |
| Delta Asset Management LLC | 187 | $62.0K | 0.01% | +187 | New |
| Armstrong Advisory Group, Inc | 185 | $61.3K | 0.01% | +185 | New |
| Earnest Partners LLC | 182 | $60.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 184 | $56.6K | 0.04% | +184 | New |
| Koesten, Hirschmann & Crabtree, INC. | 162 | $53.7K | 0.04% | +162 | New |
| Baldwin Brothers Inc | 155 | $51.4K | 0.00% | +155 | New |
| Tyler-Stone Wealth Management | 155 | $51.0K | 0.03% | −11−6.6% | Reduced |
| Dividend Assets Capital, LLC | 150 | $50.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $49.7K | 0.03% | +150 | New |
| CarsonAllaria Wealth Management, Ltd. | 145 | $48.0K | 0.04% | 00.0% | Unchanged |