| Dynasty Wealth Management, LLC | 1,379 | $359.0K | 0.00% | −1,869−57.5% | Reduced |
| Green Harvest Asset Management LLC | 1,379 | $359.0K | 0.00% | +1,379 | New |
| CWA Asset Management Group, LLC | 1,362 | $354.6K | 0.01% | +1,362 | New |
| Simplicity Wealth,LLC | 1,357 | $353.3K | 0.01% | +1,357 | New |
| TABR Capital Management, LLC | 1,350 | $351.5K | 0.30% | +1,350 | New |
| Abel Hall, LLC | 1,338 | $348.4K | 0.06% | +1,338 | New |
| Fielder Capital Group LLC | 1,326 | $345.2K | 0.07% | +1,326 | New |
| Gladstone Institutional Advisory LLC | 1,319 | $343.4K | 0.01% | −5,901−81.7% | Reduced |
| Virtue Capital Management, LLC | 1,318 | $343.2K | 0.05% | −721−35.4% | Reduced |
| Renasant Bank | 1,315 | $342.4K | 0.22% | +1,315 | New |
| Motley Fool Wealth Management, LLC | 1,313 | $341.9K | 5.19% | −73,446−98.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,310 | $341.0K | 0.01% | −17,000−92.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,309 | $340.7K | 0.04% | +1,309 | New |
| Seelaus Asset Management LLC | 1,296 | $337.4K | 0.24% | +1,296 | New |
| Keel Point, LLC | 1,286 | $334.7K | 0.02% | +1,286 | New |
| Prelude Capital Management, LLC | 1,281 | $333.5K | 0.02% | −1,239−49.2% | Reduced |
| R Squared Ltd | 1,276 | $332.2K | 0.17% | −471−27.0% | Reduced |
| CBOE Vest Financial, LLC | 1,274 | $331.7K | 0.00% | +1,274 | New |
| American Financial Advisors, LLC | 1,264 | $329.1K | 0.04% | +1,264 | New |
| Alta Advisers Ltd | 1,251 | $325.7K | 0.07% | +1,251 | New |
| Lionshead Wealth Management, LLC | 1,247 | $324.7K | 0.21% | +1,247 | New |
| Premier Path Wealth Partners, LLC | 1,230 | $320.1K | 0.04% | +1,230 | New |
| Resonant Capital Advisors, LLC | 1,213 | $315.8K | 0.02% | +1,213 | New |
| Waterloo Capital, L.P. | 1,212 | $315.6K | 0.02% | +1,212 | New |
| Massmutual Trust Co FSB | 1,204 | $313.5K | 0.01% | +159+15.2% | Added |
| Sava Infond d.o.o. | 1,200 | $312.4K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,198 | $311.9K | 1.21% | −67−5.3% | Reduced |
| Knightsbridge Asset Management, LLC | 1,195 | $311.1K | 0.04% | +1,195 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,195 | $311.1K | 0.03% | +1,195 | New |
| Fortis Capital Management LLC | 1,191 | $310.2K | 0.03% | +1,191 | New |
| TRB Wealth Management, LLC | 1,191 | $310.1K | 0.04% | +1,191 | New |
| Pinnacle Associates Ltd | 1,186 | $308.8K | 0.00% | +1,186 | New |
| Sagewood Asset Management LP | 1,185 | $308.5K | 0.07% | +1,185 | New |
| Everpar Advisors LLC | 1,179 | $307.0K | 0.09% | +1,179 | New |
| Harbour Investments, Inc. | 1,178 | $306.6K | 0.00% | +282+31.5% | Added |
| Drive Wealth Management, LLC | 1,153 | $300.2K | 0.05% | +1,153 | New |
| Sustainable Insight Capital Management, LLC | 1,145 | $298.1K | 0.13% | +1,145 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,141 | $297.1K | 0.02% | +1,141 | New |
| Birch Hill Investment Advisors LLC | 1,132 | $294.7K | 0.01% | +1,132 | New |
| Barnes Pettey Financial Advisors, LLC | 1,130 | $294.2K | 0.09% | +1,130 | New |
| Real Talk Capital, LLC | 1,123 | $292.4K | 0.22% | +1,123 | New |
| Platform Technology Partners | 1,122 | $292.1K | 0.05% | +1,122 | New |
| GeoWealth Management, LLC | 1,116 | $290.6K | 0.01% | +1,116 | New |
| Redwood Financial Network Corp | 1,116 | $290.6K | 0.16% | +1,116 | New |
| Foundations Investment Advisors, LLC | 1,116 | $290.1K | 0.00% | +1,116 | New |
| YANKCOM Partnership | 1,110 | $289.0K | 0.10% | +30+2.8% | Added |
| CVA Family Office, LLC | 1,106 | $288.0K | 0.03% | +191+20.9% | Added |
| Parkside Financial Bank & Trust | 1,103 | $287.2K | 0.02% | +381+52.8% | Added |
| Ponta Wealth Partners, LLC | 1,103 | $287.2K | 0.15% | +1,103 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,099 | $286.1K | 0.00% | +1,099 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,486 | $283.8K | 0.09% | +1,486 | New |
| Advyzon Investment Management, LLC | 1,072 | $279.1K | 0.02% | +1,072 | New |
| Integrated Advisors Network LLC | 1,072 | $279.1K | 0.01% | +1,072 | New |
| Voya Financial Advisors, Inc. | 1,116 | $277.4K | 0.02% | +1,116 | New |
| Ameliora Wealth Management Ltd. | 1,055 | $274.7K | 0.08% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,048 | $272.9K | 0.02% | +1,048 | New |
| Sym Financial Corp | 1,047 | $272.6K | 0.02% | +1,047 | New |
| Quotient Wealth Partners, LLC | 1,046 | $272.4K | 0.01% | +1,046 | New |
| Transamerica Financial Advisors, Inc. | 1,037 | $270.0K | 0.02% | +43+4.3% | Added |
| Abundance Wealth Counselors | 1,035 | $269.5K | 0.02% | +1,035 | New |
| Great Valley Advisor Group, Inc. | 1,032 | $268.8K | 0.00% | +1,032 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,024 | $266.6K | 0.03% | +1,024 | New |
| Shepherd Financial Partners LLC | 1,018 | $265.0K | 0.02% | +1,018 | New |
| Provenance Wealth Advisors, LLC | 1,017 | $264.8K | 0.03% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 1,014 | $264.0K | 0.03% | +1,014 | New |
| Massar Capital Management, LP | 1,011 | $263.2K | 0.09% | −909−47.3% | Reduced |
| Claret Asset Management Corp | 1,012 | $263.0K | 0.03% | +1,012 | New |
| Morse Asset Management, Inc | 1,000 | $260.4K | 0.04% | +975+3,900.0% | Added |
| Deltec Asset Management LLC | 1,000 | $260.4K | 0.04% | +1,000 | New |
| SAM Advisors, LLC | 1,000 | $260.4K | 0.07% | +1,000 | New |
| Foundation Wealth Management, LLC | 1,000 | $260.4K | 0.15% | +1,000 | New |
| Astra Wealth Partners LLC | 1,000 | $260.4K | 0.15% | +1,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 999 | $260.1K | 0.03% | +999 | New |
| Silvercrest Asset Management Group LLC | 998 | $259.8K | 0.00% | +998 | New |
| New Hampshire Trust | 998 | $259.8K | 0.05% | +998 | New |
| Miracle Mile Advisors, LLC | 998 | $259.8K | 0.00% | +998 | New |
| Intellectus Partners, LLC | 994 | $258.7K | 0.04% | +994 | New |
| Wick Capital Partners, LLC | 993 | $258.5K | 0.04% | +993 | New |
| Northwest Wealth Management, LLC | 987 | $257.0K | 0.03% | +987 | New |
| 55 North Private Wealth, LLC | 982 | $255.7K | 0.05% | +982 | New |
| Mission Financial Group, LLC | 981 | $255.5K | 0.21% | +981 | New |
| Traynor Capital Management, Inc. | 979 | $254.9K | 0.01% | +979 | New |
| Cambria Investment Management, L.P. | 978 | $254.6K | 0.01% | +978 | New |
| New Republic Capital, LLC | 967 | $251.8K | 0.06% | +967 | New |
| Keudell/Morrison Wealth Management | 964 | $251.0K | 0.05% | +964 | New |
| SmartHarvest Portfolios, LLC | 959 | $249.6K | 0.08% | +959 | New |
| Pensionmark Financial Group, LLC | 1,847 | $249.5K | 0.00% | −1,038−36.0% | Reduced |
| Trust Point Inc. | 957 | $249.2K | 0.02% | +957 | New |
| RFG Advisory, LLC | 956 | $248.9K | 0.00% | +956 | New |
| Carnegie Capital Asset Management, LLC | 950 | $247.3K | 0.00% | +950 | New |
| Delta Investment Management, LLC | 949 | $247.1K | 0.04% | +949 | New |
| Diversify Advisory Services, LLC | 980 | $246.7K | 0.00% | +980 | New |
| Diversify Wealth Management, LLC | 980 | $246.7K | 0.00% | +980 | New |
| Ashton Thomas Private Wealth, LLC | 947 | $246.6K | 0.01% | +947 | New |
| Prakash Investment Advisors LLC | 940 | $244.7K | 0.15% | +940 | New |
| Income Insurance Ltd | 934 | $243.2K | 0.14% | +934 | New |
| MJP Associates Inc | 912 | $237.4K | 0.03% | +912 | New |
| Brian Low Financial Group, LLC | 912 | $237.4K | 0.14% | +912 | New |
| Kingswood Wealth Advisors, LLC | 909 | $236.7K | 0.01% | +909 | New |
| Dakota Wealth Management | 903 | $235.1K | 0.00% | +903 | New |