| GeoWealth Management, LLC | 467 | $304.0K | 0.01% | +115+32.7% | Added |
| Elm3 Financial Group, LLC | 466 | $302.7K | 0.25% | +466 | New |
| Fullcircle Wealth LLC | 462 | $302.4K | 0.11% | −103−18.2% | Reduced |
| Gen-Wealth Partners Inc | 464 | $301.4K | 0.10% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 463 | $300.7K | 0.20% | +34+7.9% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 462 | $300.1K | 0.28% | −23−4.7% | Reduced |
| Guardian Wealth Advisors, LLC | 458 | $297.5K | 0.02% | +19+4.3% | Added |
| Klingman & Associates, LLC | 457 | $296.8K | 0.01% | −148−24.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 453 | $296.4K | 0.01% | −52−10.3% | Reduced |
| Willner & Heller, LLC | 454 | $294.8K | 0.23% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 453 | $294.2K | 0.05% | +453 | New |
| Citizens Financial Group Inc | 452 | $293.6K | 0.00% | −32−6.6% | Reduced |
| Brand Asset Management Group, Inc. | 447 | $290.3K | 0.08% | +447 | New |
| Kaufman Rossin Wealth, LLC | 443 | $287.7K | 0.16% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 441 | $286.4K | 0.01% | +3+0.7% | Added |
| Brevan Howard Capital Management LP | 440 | $285.8K | 0.00% | −9,083−95.4% | Reduced |
| Old National Bancorp | 439 | $285.1K | 0.00% | −10−2.2% | Reduced |
| Cigna Investments Inc | 438 | $285.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 438 | $284.8K | 0.01% | +52+13.5% | Added |
| Waterloo Capital, L.P. | 436 | $283.2K | 0.02% | +22+5.3% | Added |
| SeaCrest Wealth Management, LLC | 407 | $282.9K | 0.03% | +407 | New |
| Advisors Capital Management, LLC | 435 | $282.6K | 0.00% | −4−0.9% | Reduced |
| Claret Asset Management Corp | 433 | $281.0K | 0.03% | −6−1.4% | Reduced |
| Signal Advisors Wealth, LLC | 432 | $280.6K | 0.03% | +432 | New |
| Wallace Advisory Group, LLC | 523 | $279.7K | 0.22% | +523 | New |
| Beacon Pointe Advisors, LLC | 428 | $277.9K | 0.00% | +428 | New |
| Cullen/Frost Bankers, Inc. | 426 | $276.9K | 0.00% | +34+8.7% | Added |
| Kennedy Capital Management, Inc. | 422 | $274.1K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 422 | $274.1K | 0.02% | +28+7.1% | Added |
| First Financial Bankshares Inc | 412 | $267.6K | 0.01% | +412 | New |
| Patton Fund Management, Inc. | 412 | $267.6K | 0.05% | +412 | New |
| Five Oceans Advisors | 410 | $266.3K | 0.10% | −8−1.9% | Reduced |
| Thor Investment Management Inc | 410 | $266.3K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 408 | $265.0K | 0.01% | −8,282−95.3% | Reduced |
| PEAK6 LLC | 407 | $264.5K | 0.01% | +405+20,250.0% | Added |
| Fort Washington Investment Advisors Inc | 406 | $263.7K | 0.00% | −37,525−98.9% | Reduced |
| Investment Advisory Services Inc | 403 | $262.1K | 0.08% | −56−12.2% | Reduced |
| Johnson Investment Counsel Inc | 403 | $261.8K | 0.00% | +403 | New |
| Mayfair Advisory Group, LLC | 402 | $261.1K | 0.11% | −210−34.3% | Reduced |
| Pring Turner Capital Group Inc | 401 | $260.6K | 0.16% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $259.8K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 399 | $259.2K | 0.01% | −28−6.6% | Reduced |
| Eisler Capital Management Ltd. | 403 | $258.7K | 0.01% | +403 | New |
| Tower Wealth Partners, Inc. | 398 | $258.5K | 0.14% | +398 | New |
| Freedom Financial Partners LLC | 396 | $257.5K | 0.10% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 396 | $257.2K | 0.04% | +396 | New |
| Savvy Advisors, Inc. | 395 | $256.6K | 0.01% | +395 | New |
| Praetorian Wealth Management, Inc. | 394 | $255.9K | 0.05% | +394 | New |
| Capital Performance Advisors LLP | 392 | $254.6K | 0.04% | +11+2.9% | Added |
| PAX Financial Group, LLC | 390 | $253.4K | 0.05% | −82−17.4% | Reduced |
| Boston Private Wealth LLC | 389 | $252.7K | 0.01% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 387 | $251.4K | 0.02% | +387 | New |
| KPP Advisory Services LLC | 384 | $249.4K | 0.04% | +384 | New |
| Kera Capital Partners, Inc. | 383 | $248.8K | 0.04% | +383 | New |
| Massachusetts Financial Services Co | 382 | $248.1K | 0.00% | −10−2.6% | Reduced |
| Parcion Private Wealth LLC | 380 | $246.8K | 0.02% | +380 | New |
| Retirement Guys Formula LLC | 377 | $244.6K | 0.09% | −86−18.6% | Reduced |
| Midwest Trust Co | 369 | $239.7K | 0.00% | +369 | New |
| Commerzbank Aktiengesellschaft | 367 | $239.0K | 0.00% | +367 | New |
| Kickstand Ventures, LLC. | 365 | $237.1K | 0.05% | +365 | New |
| Ariadne Wealth Management, LP | 382 | $236.4K | 0.11% | −1−0.3% | Reduced |
| Investment Research Partners LLC | 304 | $236.2K | 0.11% | +304 | New |
| Covestor Ltd | 360 | $235.0K | 0.13% | −157−30.4% | Reduced |
| TownSquare Capital, LLC | 359 | $233.2K | 0.04% | −766−68.1% | Reduced |
| Colonial River Wealth Management, LLC | 355 | $230.6K | 0.09% | −18−4.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 350 | $227.3K | 0.00% | +350 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 350 | $227.3K | 0.10% | +350 | New |
| Independence Bank of Kentucky | 349 | $226.7K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 348 | $226.0K | 0.01% | +348 | New |
| YHB Investment Advisors, Inc. | 348 | $226.0K | 0.02% | +348 | New |
| Gryphon Financial Partners LLC | 344 | $223.7K | 0.03% | +344 | New |
| Green Harvest Asset Management LLC | 342 | $222.1K | 0.00% | +342 | New |
| Crestwood Advisors Group LLC | 341 | $221.5K | 0.00% | +341 | New |
| FIL Ltd | 340 | $220.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 338 | $219.5K | 0.01% | −3−0.9% | Reduced |
| BankPlus Trust Department | 338 | $219.5K | 0.06% | +14+4.3% | Added |
| Aaron Wealth Advisors | 338 | $219.5K | 0.01% | +338 | New |
| Sym Financial Corp | 334 | $216.9K | 0.02% | −138−29.2% | Reduced |
| BCU Wealth Advisors, LLC | 332 | $215.7K | 0.09% | +332 | New |
| Magnetar Financial LLC | 332 | $215.6K | 0.00% | +332 | New |
| Paragon Private Wealth Management, LLC | 331 | $215.1K | 0.07% | +331 | New |
| Renasant Bank | 330 | $214.3K | 0.14% | +330 | New |
| Procyon Private Wealth Partners, LLC | 330 | $214.3K | 0.01% | +330 | New |
| Alpha Cubed Investments, LLC | 330 | $214.2K | 0.01% | +330 | New |
| Keebeck Alpha, LP | 327 | $212.4K | 0.30% | −433−57.0% | Reduced |
| Keystone Financial Services | 327 | $212.4K | 0.07% | +327 | New |
| Quarry LP | 326 | $211.8K | 0.05% | +326 | New |
| Howard Capital Management Group, LLC | 325 | $211.1K | 0.01% | +325 | New |
| Exencial Wealth Advisors, LLC | 324 | $210.5K | 0.01% | +324 | New |
| TABR Capital Management, LLC | 327 | $209.5K | 0.14% | +327 | New |
| Mount Yale Investment Advisors, LLC | 322 | $209.2K | 0.01% | −1,117−77.6% | Reduced |
| Seeds Investor LLC | 321 | $208.5K | 0.04% | +321 | New |
| Wedmont Private Capital | 309 | $208.0K | 0.01% | +309 | New |
| SBI Securities Co., Ltd. | 314 | $204.0K | 0.01% | −17−5.1% | Reduced |
| Spire Wealth Management | 312 | $202.9K | 0.01% | −18−5.5% | Reduced |
| Pinnacle Financial Partners Inc | 312 | $202.7K | 0.00% | +312 | New |
| Parsons Capital Management Inc | 310 | $201.4K | 0.01% | +310 | New |
| Manchester Capital Management LLC | 308 | $200.1K | 0.03% | −563−64.6% | Reduced |
| Simplicity Wealth,LLC | 308 | $200.1K | 0.01% | +308 | New |
| Private Trust Co NA | 305 | $198.1K | 0.02% | −7−2.2% | Reduced |
