| Integrity Wealth Solutions LLC | 475 | $209.5K | 0.10% | −843−64.0% | Reduced |
| Rathbone Brothers plc | 473 | $208.4K | 0.00% | +473 | New |
| LVZ Advisors, Inc. | 470 | $207.1K | 0.02% | +470 | New |
| TigerOak Management, L.L.C. | 469 | $206.7K | 0.07% | +469 | New |
| Summit Place Financial Advisors, LLC | 467 | $205.8K | 0.10% | +467 | New |
| JDH Wealth Management, LLC | 466 | $205.3K | 0.16% | +466 | New |
| Winebrenner Capital Management LLC | 465 | $205.0K | 0.17% | +465 | New |
| Coppell Advisory Solutions LLC | 468 | $204.8K | 0.02% | +468 | New |
| Fortress Private Ledger, LLC | 464 | $204.5K | 0.09% | +464 | New |
| Disciplined Investors, L.L.C. | 464 | $204.5K | 0.16% | +464 | New |
| Canal Capital Management, LLC | 463 | $204.1K | 0.03% | +463 | New |
| Gradient Capital Advisors, LLC | 463 | $204.0K | 0.06% | +463 | New |
| GeoWealth Management, LLC | 462 | $203.6K | 0.01% | +150+48.1% | Added |
| Lantern Wealth Advisors, LLC | 461 | $203.2K | 0.12% | +461 | New |
| Rockline Wealth Management, LLC | 459 | $202.3K | 0.05% | +459 | New |
| Scientech Research LLC | 459 | $202.3K | 0.05% | −391−46.0% | Reduced |
| Talisman Wealth Advisors LLC | 454 | $200.0K | 0.18% | +454 | New |
| Cherry Tree Wealth Management, LLC | 450 | $198.3K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 424 | $186.8K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 422 | $186.0K | 0.01% | +169+66.8% | Added |
| Indiana Trust & Investment Management CO | 421 | $185.5K | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 415 | $182.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 410 | $180.7K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 405 | $178.5K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 402 | $177.6K | 0.01% | +16+4.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $176.1K | 0.06% | +2+0.5% | Added |
| Winch Advisory Services, LLC | 390 | $171.6K | 0.04% | +1+0.3% | Added |
| Rogco, LP | 387 | $170.5K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 385 | $169.7K | 0.00% | −12−3.0% | Reduced |
| Oakworth Capital, Inc. | 380 | $167.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 379 | $166.9K | 0.01% | −3−0.8% | Reduced |
| Global Trust Asset Management, LLC | 379 | $166.8K | 0.09% | −150−28.4% | Reduced |
| Tidemark, LLC | 374 | $164.8K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 370 | $163.0K | 0.09% | +370 | New |
| GAMMA Investing LLC | 365 | $160.8K | 0.01% | +85+30.4% | Added |
| Center for Financial Planning, Inc. | 356 | $156.9K | 0.02% | −50−12.3% | Reduced |
| Putney Financial Group LLC | 350 | $154.2K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 345 | $152.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 341 | $150.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 338 | $149.0K | 0.00% | +1+0.3% | Added |
| Trust Co | 337 | $148.5K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 333 | $146.7K | 0.09% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 330 | $145.4K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 324 | $142.8K | 0.05% | −195−37.6% | Reduced |
| Country Trust Bank | 323 | $142.3K | 0.00% | +323 | New |
| Glass Jacobson Investment Advisors llc | 321 | $141.4K | 0.05% | −360−52.9% | Reduced |
| Harbor Investment Advisory, LLC | 302 | $133.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 300 | $132.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $132.2K | 0.08% | −25−7.7% | Reduced |
| Compagnie Lombard Odier SCmA | 300 | $132.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $132.2K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $132.2K | 0.00% | +300 | New |
| Creative Financial Designs Inc | 292 | $128.9K | 0.01% | +37+14.5% | Added |
| Pinnacle Bancorp, Inc. | 279 | $122.9K | 0.04% | 00.0% | Unchanged |
| Aspect Partners, LLC | 276 | $121.4K | 0.06% | +1+0.4% | Added |
| Wood Tarver Financial Group, LLC | 275 | $121.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 260 | $114.6K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 250 | $110.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 243 | $107.2K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 236 | $104.2K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 230 | $101.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 227 | $100.0K | 0.02% | +227 | New |
| Bell Investment Advisors, Inc | 221 | $97.2K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 217 | $95.7K | 0.01% | +12+5.9% | Added |
| Glen Eagle Advisors, LLC | 213 | $93.9K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 212 | $93.4K | 0.11% | +100+89.3% | Added |
| Archer Investment Corp | 204 | $90.0K | 0.02% | −31−13.2% | Reduced |
| St. Johns Investment Management Company, LLC | 200 | $88.1K | 0.04% | −260−56.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $86.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 194 | $85.7K | 0.05% | −16−7.6% | Reduced |
| Legacy Investment Solutions, LLC | 194 | $85.7K | 0.05% | +194 | New |
| Darwin Advisors, LLC | 186 | $82.1K | 0.03% | −20−9.7% | Reduced |
| LOM Asset Management Ltd | 185 | $82.0K | 0.03% | +185 | New |
| Vermillion Wealth Management, Inc. | 185 | $81.7K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $74.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 161 | $71.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 157 | $69.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 154 | $67.9K | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 153 | $67.4K | 0.03% | +153 | New |
| Morton Brown Family Wealth, LLC | 150 | $66.1K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 150 | $66.1K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 147 | $64.6K | 0.01% | +1+0.7% | Added |
| FSA Wealth Management LLC | 144 | $63.7K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 144 | $63.5K | 0.04% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 142 | $62.6K | 0.05% | +1+0.7% | Added |
| JNBA Financial Advisors | 142 | $62.6K | 0.01% | +142 | New |
| Harel Insurance Investments & Financial Services Ltd. | 142 | $62.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 139 | $61.4K | 0.01% | +20+16.8% | Added |
| Banque Cantonale Vaudoise | 131 | $58.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 130 | $57.3K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 126 | $55.5K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $55.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $55.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 120 | $52.9K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 119 | $52.3K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $48.5K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 108 | $47.6K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $45.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 102 | $45.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 101 | $44.3K | 0.02% | +46+83.6% | Added |