| Sequoia Financial Advisors, LLC | 768 | $284.0K | 0.01% | +768 | New |
| Sargent Bickham Lagudis LLC | 760 | $281.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 752 | $278.0K | 0.03% | +752 | New |
| Confluence Wealth Services, Inc. | 749 | $277.0K | 0.09% | +749 | New |
| Buckhead Capital Management LLC | 745 | $276.0K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 737 | $273.0K | 0.01% | −66−8.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $273.0K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 816 | $273.0K | 0.08% | +816 | New |
| Canandaigua National Corp | 736 | $272.0K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 735 | $272.0K | 0.05% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 735 | $272.0K | 0.18% | +735 | New |
| Wesbanco Bank Inc | 734 | $271.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 728 | $270.0K | 0.01% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 727 | $269.0K | 0.13% | +727 | New |
| Montag A & Associates Inc | 725 | $268.0K | 0.01% | −360−33.2% | Reduced |
| Tradition Wealth Management, LLC | 724 | $268.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 724 | $268.0K | 0.02% | +24+3.4% | Added |
| Wealthsource Partners, LLC | 721 | $267.0K | 0.02% | 00.0% | Unchanged |
| Range Financial Group LLC | 713 | $264.0K | 0.17% | −51−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 712 | $264.0K | 0.09% | +712 | New |
| Tobam | 710 | $263.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 711 | $263.0K | 0.09% | +610+604.0% | Added |
| Tiemann Investment Advisors, LLC | 705 | $261.0K | 0.11% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 700 | $259.0K | 0.02% | −874−55.5% | Reduced |
| Fosun International Ltd | 700 | $259.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 694 | $257.0K | 0.01% | −80−10.3% | Reduced |
| Rench Wealth Management, Inc. | 694 | $257.0K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 694 | $257.0K | 0.11% | +25+3.7% | Added |
| Riverwater Partners LLC | 693 | $257.0K | 0.23% | +693 | New |
| Prospera Financial Services Inc | 690 | $256.0K | 0.01% | +690 | New |
| Tiedemann Advisors, LLC | 687 | $255.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 685 | $254.0K | 0.07% | −81−10.6% | Reduced |
| Smithfield Trust Co | 687 | $254.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 687 | $254.0K | 0.02% | +20+3.0% | Added |
| Laidlaw Wealth Management LLC | 685 | $254.0K | 0.04% | +685 | New |
| Peterson Wealth Services | 683 | $253.0K | 0.17% | +683 | New |
| Iron Financial, LLC | 678 | $251.0K | 0.11% | −3−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 670 | $248.0K | 0.03% | −150−18.3% | Reduced |
| Freestone Capital Holdings, LLC | 671 | $248.0K | 0.01% | +671 | New |
| Charter Trust Co | 667 | $247.0K | 0.02% | −58−8.0% | Reduced |
| Orion Portfolio Solutions, LLC | 663 | $245.0K | 0.01% | +663 | New |
| Eagle Global Advisors LLC | 660 | $244.0K | 0.02% | −100−13.2% | Reduced |
| RMB Capital Management, LLC | 660 | $244.0K | 0.01% | +660 | New |
| Keel Point, LLC | 659 | $244.0K | 0.04% | +659 | New |
| International Assets Investment Management, LLC | 655 | $243.0K | 0.04% | +655 | New |
| Gerber Kawasaki Wealth & Investment Management | 644 | $238.0K | 0.02% | −187−22.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 642 | $238.0K | 0.01% | +642 | New |
| TRUE Private Wealth Advisors | 638 | $236.0K | 0.03% | +638 | New |
| Convergence Investment Partners, LLC | 636 | $235.0K | 0.12% | −33−4.9% | Reduced |
| First Hawaiian Bank | 633 | $234.0K | 0.01% | −41−6.1% | Reduced |
| Commons Capital, LLC | 632 | $234.0K | 0.23% | +632 | New |
| Beaumont Financial Partners, LLC | 625 | $231.0K | 0.02% | −195−23.8% | Reduced |
| M&G Investment Management Ltd | 622 | $230.0K | 0.00% | −8,159−92.9% | Reduced |
| Washington Trust Bank | 621 | $230.0K | 0.02% | +621 | New |
| Crestwood Advisors Group LLC | 622 | $230.0K | 0.01% | +622 | New |
| BSW Wealth Partners | 621 | $230.0K | 0.06% | +621 | New |
| Mather Group, LLC. | 621 | $230.0K | 0.00% | +621 | New |
| Wealth Architects, LLC | 620 | $230.0K | 0.04% | +620 | New |
| Stevens Capital Management LP | 619 | $229.0K | 0.05% | −2,964−82.7% | Reduced |
| McLean Asset Management Corp | 663 | $229.0K | 0.09% | +28+4.4% | Added |
| Geller Advisors LLC | 615 | $228.0K | 0.04% | +615 | New |
| Buckingham Strategic Wealth, LLC | 606 | $224.0K | 0.00% | +606 | New |
| Coastal Bridge Advisors, LLC | 606 | $224.0K | 0.05% | +606 | New |
| Mutual Advisors, LLC | 606 | $224.0K | 0.01% | +606 | New |
| Monument Capital Management | 606 | $224.0K | 0.07% | +606 | New |
| Narwhal Capital Management | 600 | $222.0K | 0.03% | +600 | New |
| Investment House LLC | 600 | $222.0K | 0.01% | +600 | New |
| Perpetual Investment Management Ltd | 600 | $222.0K | 0.03% | +600 | New |
| Buckley Wealth Management, LLC | 600 | $222.0K | 0.06% | +600 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 600 | $222.0K | 0.07% | +600 | New |
| MTM Investment Management, LLC | 600 | $222.0K | 0.11% | +600 | New |
| Brooklyn FI, LLC | 596 | $221.0K | 0.21% | +596 | New |
| Echo45 Advisors LLC | 595 | $220.0K | 0.18% | +595 | New |
| Madden Securities Corp | 588 | $218.0K | 0.10% | +588 | New |
| GPS Wealth Strategies Group, LLC | 587 | $217.0K | 0.05% | −54−8.4% | Reduced |
| State of Wyoming | 584 | $217.0K | 0.10% | +131+28.9% | Added |
| Neo Ivy Capital Management | 585 | $217.0K | 0.31% | +457+357.0% | Added |
| ARGI Investment Services, LLC | 586 | $217.0K | 0.01% | +586 | New |
| Brighton Jones LLC | 584 | $216.0K | 0.01% | +584 | New |
| Lincoln Capital Corp | 581 | $215.0K | 0.10% | +581 | New |
| KCM Investment Advisors LLC | 581 | $215.0K | 0.01% | +581 | New |
| Institute for Wealth Management, LLC. | 581 | $215.0K | 0.04% | +581 | New |
| Windsor Group LTD | 579 | $215.0K | 0.04% | +579 | New |
| Quent Capital, LLC | 578 | $214.0K | 0.05% | +578 | New |
| Ibex Wealth Advisors | 574 | $212.0K | 0.04% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 573 | $212.0K | 0.25% | +573 | New |
| Corundum Group, Inc. | 567 | $210.0K | 0.14% | +567 | New |
| TCWP LLC | 567 | $209.0K | 0.04% | +567 | New |
| Moneta Group Investment Advisors LLC | 562 | $208.0K | 0.01% | +562 | New |
| Highland Private Wealth Management | 562 | $208.0K | 0.03% | +562 | New |
| Kolinsky Wealth Management, LLC | 561 | $208.0K | 0.19% | +561 | New |
| John G Ullman & Associates Inc | 558 | $207.0K | 0.03% | −140−20.1% | Reduced |
| David Loasby | 545 | $202.0K | 0.02% | +545 | New |
| Retirement Guys Formula LLC | 542 | $201.0K | 0.16% | +542 | New |
| Koshinski Asset Management, Inc. | 542 | $200.6K | 0.02% | +11+2.1% | Added |
| Evoke Wealth, LLC | 520 | $192.0K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 515 | $191.0K | 0.04% | +81+18.7% | Added |
| MBM Wealth Consultants, LLC | 511 | $189.0K | 0.08% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 500 | $186.0K | 0.15% | +500 | New |
| Manchester Capital Management LLC | 493 | $183.0K | 0.02% | +137+38.5% | Added |
