| ProVise Management Group, LLC | 900 | $288.5K | 0.02% | 00.0% | Unchanged |
| Everpar Advisors LLC | 897 | $287.6K | 0.17% | −438−32.8% | Reduced |
| Empirical Asset Management, LLC | 895 | $286.9K | 0.14% | −322−26.5% | Reduced |
| Schwab Charitable Fund | 890 | $285.3K | 0.01% | −610−40.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 889 | $285.0K | 0.11% | −85−8.7% | Reduced |
| Principal Street Partners, LLC | 887 | $284.4K | 0.05% | +887 | New |
| First Affirmative Financial Network | 884 | $283.2K | 0.21% | +72+8.9% | Added |
| Jupiter Wealth Management LLC | 900 | $282.4K | 0.15% | +900 | New |
| Accurate Wealth Management, LLC | 993 | $280.7K | 0.08% | +65+7.0% | Added |
| Evergreen Capital Management LLC | 874 | $280.2K | 0.01% | +7+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 873 | $279.9K | 0.06% | +873 | New |
| Goldstein Advisors, LLC | 869 | $278.6K | 0.05% | −50−5.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 755 | $278.6K | 0.01% | −130−14.7% | Reduced |
| Moloney Securities Asset Management, LLC | 861 | $276.0K | 0.04% | −180−17.3% | Reduced |
| Rollins Financial Advisors, LLC | 860 | $275.7K | 0.05% | +860 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 856 | $274.4K | 0.01% | +39+4.8% | Added |
| Glenmede Trust Co NA | 854 | $273.8K | 0.00% | +25+3.0% | Added |
| Quotient Wealth Partners, LLC | 853 | $273.5K | 0.01% | −83−8.9% | Reduced |
| Greenleaf Trust | 853 | $273.5K | 0.00% | −20−2.3% | Reduced |
| Delta Asset Management LLC | 852 | $273.1K | 0.02% | +2+0.2% | Added |
| Ontario Teachers Pension Plan Board | 852 | $273.1K | 0.00% | +852 | New |
| Smith Anglin Financial, LLC | 845 | $270.9K | 0.03% | +845 | New |
| Rappaport Reiches Capital Management, LLC | 844 | $270.6K | 0.08% | +844 | New |
| Choate Investment Advisors | 842 | $269.9K | 0.01% | −186−18.1% | Reduced |
| Schmidt P J Investment Management Inc | 840 | $269.3K | 0.05% | +65+8.4% | Added |
| Pitcairn Co | 839 | $269.0K | 0.02% | +23+2.8% | Added |
| Wealth Alliance | 837 | $268.3K | 0.04% | −1,084−56.4% | Reduced |
| Citizens Financial Group Inc | 831 | $266.4K | 0.01% | +47+6.0% | Added |
| Calamos Advisors LLC | 830 | $266.1K | 0.00% | −1,700−67.2% | Reduced |
| Boltwood Capital Management | 826 | $264.8K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 823 | $263.8K | 0.06% | −1,960−70.4% | Reduced |
| Curran Financial Partners, LLC | 823 | $263.8K | 0.09% | +823 | New |
| Peak Financial Management, Inc. | 821 | $263.2K | 0.08% | +821 | New |
| Park Place Capital Corp | 817 | $261.9K | 0.09% | +458+127.6% | Added |
| Glass Jacobson Investment Advisors llc | 814 | $261.0K | 0.10% | −46−5.3% | Reduced |
| CRA Financial Services, LLC | 813 | $260.6K | 0.06% | −113−12.2% | Reduced |
| Simon Quick Advisors, LLC | 813 | $260.6K | 0.02% | +813 | New |
| E&G Advisors, LP | 810 | $259.7K | 0.08% | +810 | New |
| Kapitalo Investimentos Ltda | 808 | $259.0K | 0.06% | +808 | New |
| Centurion Wealth Management LLC | 808 | $259.0K | 0.10% | +808 | New |
| RIA Advisory Group LLC | 805 | $258.2K | 0.10% | −23−2.8% | Reduced |
| Capital Asset Advisory Services LLC | 818 | $258.1K | 0.01% | −31−3.7% | Reduced |
| Moody Aldrich Partners LLC | 800 | $256.5K | 0.04% | −295−26.9% | Reduced |
| Crescent Grove Advisors, LLC | 800 | $256.5K | 0.03% | −170−17.5% | Reduced |
| Madison Wealth Partners, Inc | 799 | $256.2K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 799 | $256.2K | 0.02% | +22+2.8% | Added |
| Headinvest, LLC | 795 | $254.9K | 0.05% | −80−9.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 795 | $254.9K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 785 | $251.7K | 0.10% | −52−6.2% | Reduced |
| Centaurus Financial, Inc. | 783 | $251.0K | 0.02% | −207−20.9% | Reduced |
| Greenwich Wealth Management LLC | 780 | $250.0K | 0.02% | +780 | New |
| Meeder Asset Management Inc | 771 | $247.2K | 0.02% | +771 | New |
| PFG Advisors | 765 | $245.3K | 0.02% | +765 | New |
| Defined Wealth Management, LLC | 763 | $244.6K | 0.18% | +763 | New |
| Second Line Capital, LLC | 763 | $244.6K | 0.08% | +763 | New |
| Harbour Capital Advisors, LLC | 763 | $243.8K | 0.06% | +763 | New |
| L2 Asset Management, LLC | 757 | $242.7K | 0.08% | +757 | New |
| Waldron Private Wealth LLC | 753 | $241.4K | 0.01% | +753 | New |
| Van Cleef Asset Management,Inc | 750 | $240.4K | 0.03% | +750 | New |
| Connecticut Wealth Management, LLC | 750 | $240.4K | 0.01% | +750 | New |
| Eudaimonia Advisors LLC | 750 | $240.4K | 0.13% | +750 | New |
| Davis R M Inc | 741 | $237.6K | 0.00% | +741 | New |
| PCA Investment Advisory Services Inc. | 740 | $237.2K | 0.13% | +740 | New |
| Capital Wealth Planning, LLC | 737 | $236.3K | 0.00% | +737 | New |
| Voya Financial Advisors, Inc. | 733 | $236.2K | 0.03% | +733 | New |
| Grimes & Company, Inc. | 735 | $235.7K | 0.01% | +735 | New |
| Lakeview Capital Partners, LLC | 735 | $235.6K | 0.04% | +735 | New |
| Whitener Capital Management, Inc. | 730 | $234.0K | 0.08% | +730 | New |
| Banque Pictet & Cie SA | 725 | $232.4K | 0.00% | +725 | New |
| Institute for Wealth Management, LLC. | 721 | $231.2K | 0.03% | +721 | New |
| L.M. Kohn & Company | 718 | $230.2K | 0.06% | +718 | New |
| Maven Securities LTD | 715 | $229.2K | 0.01% | +715 | New |
| American Financial Advisors, LLC | 711 | $227.9K | 0.03% | +711 | New |
| Summit X, LLC | 703 | $225.7K | 0.06% | +703 | New |
| Parcion Private Wealth LLC | 702 | $225.1K | 0.02% | +702 | New |
| Allstate Corp | 701 | $224.7K | 0.02% | +701 | New |
| Acropolis Investment Management, LLC | 700 | $224.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $224.4K | 0.11% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 700 | $224.4K | 0.10% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 700 | $224.4K | 0.03% | +700 | New |
| Coyle Financial Counsel LLC | 700 | $224.4K | 0.08% | +700 | New |
| SP Asset Management LLC | 700 | $224.4K | 0.02% | +700 | New |
| Essex Financial Services, Inc. | 699 | $224.1K | 0.02% | +699 | New |
| Elite Wealth Management, Inc. | 688 | $220.6K | 0.05% | +688 | New |
| Twin Peaks Wealth Advisors, LLC | 687 | $220.2K | 0.12% | +687 | New |
| Ulland Investment Advisors, LLC | 686 | $220.0K | 0.18% | +686 | New |
| Lake Hills Wealth Management, LLC | 685 | $219.6K | 0.20% | +685 | New |
| Intrua Financial, LLC | 682 | $218.6K | 0.03% | −149−17.9% | Reduced |
| Silvercrest Asset Management Group LLC | 681 | $218.3K | 0.00% | +681 | New |
| Berkshire Asset Management LLC | 679 | $218.0K | 0.01% | +679 | New |
| Verus Capital Partners, LLC | 679 | $217.7K | 0.02% | +679 | New |
| Cedar Brook Financial Partners, LLC | 677 | $217.0K | 0.04% | +677 | New |
| Davies Financial Advisors, Inc. | 677 | $217.0K | 0.22% | +677 | New |
| Bogart Wealth, LLC | 676 | $216.7K | 0.01% | +526+350.7% | Added |
| Tuttle Tactical Management | 675 | $216.4K | 1.67% | +675 | New |
| Loudon Investment Management, LLC | 675 | $216.4K | 0.12% | +675 | New |
| Thomasville National Bank | 674 | $216.1K | 0.02% | +674 | New |
| StepStone Group LP | 672 | $215.4K | 0.05% | +672 | New |
| River Wealth Advisors LLC | 671 | $215.1K | 0.03% | +671 | New |
| MBB Public Markets I LLC | 669 | $214.5K | 0.01% | +669 | New |