| Pekin Hardy Strauss, Inc. | 465 | $280.2K | 0.04% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 460 | $277.2K | 0.04% | +460 | New |
| Garrison Asset Management, LLC | 455 | $274.2K | 0.15% | +455 | New |
| Sentry Investment Management LLC | 454 | $274.0K | 0.12% | −49−9.7% | Reduced |
| Avestar Capital, LLC | 453 | $273.0K | 0.03% | +453 | New |
| Stewart & Patten Co LLC | 450 | $271.2K | 0.04% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 450 | $271.2K | 0.02% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 449 | $270.6K | 0.10% | +449 | New |
| Family Firm, Inc. | 447 | $269.5K | 0.07% | +6+1.4% | Added |
| National Philanthropic Trust | 446 | $268.8K | 0.01% | +446 | New |
| Sanibel Captiva Trust Company, Inc. | 445 | $268.2K | 0.01% | +445 | New |
| Octavia Wealth Advisors, LLC | 445 | $268.2K | 0.05% | +445 | New |
| Venture Visionary Partners LLC | 444 | $267.6K | 0.01% | −41−8.5% | Reduced |
| Wealth Alliance | 443 | $267.2K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 441 | $265.8K | 0.09% | +441 | New |
| Spears Abacus Advisors LLC | 440 | $265.2K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 439 | $264.6K | 0.00% | −288−39.6% | Reduced |
| PDS Planning, Inc | 439 | $264.6K | 0.03% | +6+1.4% | Added |
| Graypoint LLC | 434 | $261.6K | 0.02% | +434 | New |
| Wealthspire Advisors, LLC | 434 | $261.6K | 0.00% | −52−10.7% | Reduced |
| Midland Wealth Advisors LLC | 432 | $260.3K | 0.02% | +432 | New |
| Guardian Wealth Advisors, LLC | 430 | $259.4K | 0.18% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 430 | $259.1K | 0.11% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 427 | $258.0K | 0.20% | +1+0.2% | Added |
| Heartland Bank & Trust Co | 427 | $257.3K | 0.18% | −8−1.8% | Reduced |
| Family Management Corp | 425 | $256.1K | 0.05% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 425 | $256.1K | 0.16% | +425 | New |
| Advisor Resource Council | 424 | $255.5K | 0.03% | +424 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 424 | $255.5K | 0.00% | +424 | New |
| Drive Wealth Management, LLC | 418 | $251.8K | 0.08% | +418 | New |
| Horan Securities, Inc. | 417 | $251.5K | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 416 | $250.7K | 0.00% | +416 | New |
| Central Bank & Trust Co | 416 | $250.7K | 0.04% | −42−9.2% | Reduced |
| S.A. Mason LLC | 415 | $250.1K | 0.17% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 415 | $250.0K | 0.02% | +415 | New |
| Empower Advisory Group, LLC | 413 | $248.9K | 0.00% | +413 | New |
| 1st Source Bank | 412 | $248.3K | 0.02% | +412 | New |
| Prospera Financial Services Inc | 411 | $247.7K | 0.01% | +411 | New |
| Mesirow Financial Investment Management, Inc. | 410 | $246.8K | 0.01% | +410 | New |
| Penserra Capital Management LLC | 404 | $243.0K | 0.00% | −564−58.3% | Reduced |
| Claret Asset Management Corp | 402 | $242.0K | 0.04% | +402 | New |
| Northstar Advisory Group, LLC | 401 | $241.7K | 0.14% | +401 | New |
| One Capital Management, LLC | 400 | $241.1K | 0.01% | +400 | New |
| Alan B. Lancz & Associates, Inc. | 400 | $241.1K | 0.25% | +400 | New |
| Sigma Planning Corp | 399 | $240.3K | 0.02% | −299−42.8% | Reduced |
| Winthrop Advisory Group LLC | 398 | $240.1K | 0.04% | +398 | New |
| Oxford Asset Management LLP | 398 | $239.9K | 0.36% | +398 | New |
| Altiora Financial Group, LLC | 390 | $235.0K | 0.07% | +390 | New |
| Greenland Capital Management LP | 390 | $235.0K | 0.04% | +390 | New |
| Guardian Wealth Advisors, LLC | 390 | $235.0K | 0.04% | +390 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 386 | $232.6K | 0.00% | +386 | New |
| Morningstar Investment Services LLC | 386 | $232.0K | 0.00% | +386 | New |
| Aaron Wealth Advisors | 383 | $230.8K | 0.04% | +383 | New |
| TFB Advisors LLC | 382 | $230.2K | 0.12% | +382 | New |
| Virtus Investment Advisers, Inc. | 380 | $229.0K | 0.17% | +380 | New |
| Norden Group LLC | 373 | $224.9K | 0.04% | +373 | New |
| Abbrea Capital, LLC | 371 | $224.0K | 0.03% | +371 | New |
| Cape Cod Five Cents Savings Bank | 370 | $223.0K | 0.02% | −370−50.0% | Reduced |
| Alpha Financial Partners, LLC | 370 | $223.0K | 0.22% | +370 | New |
| Waldron Private Wealth LLC | 369 | $222.4K | 0.01% | +369 | New |
| Berger Financial Group, Inc | 368 | $221.9K | 0.02% | +368 | New |
| Boston Trust Walden Corp | 366 | $220.6K | 0.00% | +366 | New |
| Flagship Harbor Advisors, LLC | 366 | $220.4K | 0.02% | +366 | New |
| Willow Creek Wealth Management Inc. | 364 | $219.4K | 0.03% | +364 | New |
| Ignite Planners, LLC | 368 | $217.8K | 0.06% | +368 | New |
| Claar Advisors LLC | 360 | $217.0K | 0.08% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 360 | $217.0K | 0.00% | +360 | New |
| Verdence Capital Advisors LLC | 356 | $214.6K | 0.02% | +356 | New |
| Stanley-Laman Group, Ltd. | 356 | $214.5K | 0.03% | +356 | New |
| Marcum Wealth, LLC | 355 | $213.9K | 0.02% | +355 | New |
| Advisor OS, LLC | 355 | $213.7K | 0.03% | +355 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 354 | $213.3K | 0.01% | +354 | New |
| Proficio Capital Partners LLC | 352 | $212.4K | 0.03% | +352 | New |
| Capital Advisors Wealth Management, LLC | 351 | $211.5K | 0.05% | +351 | New |
| Coppell Advisory Solutions LLC | 350 | $211.0K | 0.04% | +91+35.1% | Added |
| Compass Ion Advisors, LLC | 350 | $210.9K | 0.03% | +350 | New |
| Broadleaf Partners, LLC | 350 | $210.9K | 0.06% | +350 | New |
| Veracity Capital LLC | 349 | $210.4K | 0.08% | +349 | New |
| Oarsman Capital, Inc. | 348 | $209.7K | 0.06% | +348 | New |
| ICA Group Wealth Management, LLC | 347 | $209.1K | 0.05% | −100−22.4% | Reduced |
| PCA Investment Advisory Services Inc. | 346 | $208.3K | 0.14% | +346 | New |
| Univest Financial Corp | 340 | $204.9K | 0.06% | +340 | New |
| Smith Anglin Financial, LLC | 339 | $204.5K | 0.02% | +339 | New |
| Lockerman Financial Group, Inc. | 337 | $203.1K | 0.47% | +337 | New |
| Advus Financial Partners, LLC | 337 | $203.1K | 0.07% | +337 | New |
| SlateStone Wealth, LLC | 335 | $202.0K | 0.03% | +335 | New |
| DRW Securities, LLC | 334 | $201.3K | 0.01% | +334 | New |
| Davy Global Fund Management Ltd | 334 | $201.3K | 0.02% | +334 | New |
| Sunflower Bank, N.A. | 334 | $201.3K | 0.05% | +334 | New |
| Harbor Investment Advisory, LLC | 331 | $199.5K | 0.02% | −2−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 330 | $198.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 320 | $192.6K | 0.09% | +144+81.8% | Added |
| Point72 Europe (London) LLP | 311 | $187.4K | 0.02% | +311 | New |
| CVA Family Office, LLC | 304 | $183.2K | 0.04% | +304 | New |
| Beacon Capital Management, Inc. | 300 | $180.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 299 | $180.2K | 0.03% | +121+68.0% | Added |
| Deseret Mutual Benefit Administrators | 297 | $179.0K | 0.10% | −103−25.8% | Reduced |
| Rothschild Investment LLC | 295 | $177.8K | 0.01% | +295 | New |
| Gradient Investments LLC | 275 | $165.7K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 261 | $157.3K | 0.03% | +261 | New |
