| Catalyst Financial Partners LLC | 902 | $358.3K | 0.04% | +902 | New |
| Insigneo Advisory Services, LLC | 902 | $358.3K | 0.01% | +902 | New |
| Miracle Mile Advisors, LLC | 900 | $357.3K | 0.00% | +900 | New |
| Triglav Skladi, D.O.O. | 890 | $353.5K | 0.02% | +890 | New |
| Brown Advisory Inc | 887 | $352.3K | 0.00% | +887 | New |
| Ballentine Partners, LLC | 886 | $352.1K | 0.00% | +886 | New |
| Fiduciary Trust Co | 884 | $351.3K | 0.00% | +884 | New |
| Syon Capital LLC | 874 | $347.2K | 0.02% | +874 | New |
| Ronald Blue Trust, Inc. | 871 | $346.0K | 0.00% | −283−24.5% | Reduced |
| CX Institutional | 869 | $345.0K | 0.01% | +214+32.7% | Added |
| Capital Advisors Inc | 866 | $344.1K | 0.01% | +866 | New |
| Mindset Wealth Management, LLC | 864 | $343.1K | 0.07% | +864 | New |
| Pekin Hardy Strauss, Inc. | 860 | $341.6K | 0.03% | −5,328−86.1% | Reduced |
| Fisher Asset Management, LLC | 843 | $335.3K | 0.00% | +843 | New |
| Kera Capital Partners, Inc. | 836 | $332.1K | 0.03% | +836 | New |
| Banco Santander, S.A. | 825 | $327.7K | 0.00% | +825 | New |
| Oslo Pensjonsforsikring AS | 815 | $323.7K | 0.04% | −1,297−61.4% | Reduced |
| Harbour Investments, Inc. | 813 | $322.8K | 0.00% | +57+7.5% | Added |
| Centurion Wealth Management LLC | 807 | $320.6K | 0.08% | +807 | New |
| Bay Capital Advisors, LLC | 801 | $318.2K | 0.17% | +801 | New |
| Lorne Steinberg Wealth Management Inc. | 800 | $317.8K | 0.07% | +800 | New |
| Buckingham Strategic Partners | 791 | $314.4K | 0.00% | +791 | New |
| Red Door Wealth Management, LLC | 788 | $313.0K | 0.03% | +788 | New |
| Legacy Financial Independent Advisors LLC | 782 | $310.6K | 0.15% | +782 | New |
| Bridgewater Advisors Inc. | 846 | $309.9K | 0.02% | +38+4.7% | Added |
| Moors & Cabot, Inc. | 771 | $306.3K | 0.01% | +771 | New |
| Supplemental Annuity Collective Trust of NJ | 770 | $305.9K | 0.08% | +770 | New |
| Cary Street Partners Financial LLC | 769 | $305.6K | 0.01% | +769 | New |
| T. Rowe Price Investment Management, Inc. | 766 | $305.0K | 0.00% | −1,100−58.9% | Reduced |
| nVerses Capital, LLC | 766 | $304.3K | 0.47% | +766 | New |
| Snowden Capital Advisors LLC | 764 | $304.2K | 0.01% | +764 | New |
| Venturi Wealth Management, LLC | 763 | $303.1K | 0.01% | +763 | New |
| Modera Wealth Management, LLC | 757 | $300.7K | 0.00% | +757 | New |
| KFA Private Wealth Group, LLC | 750 | $297.9K | 0.07% | +750 | New |
| Ifrah Financial Services, Inc. | 737 | $292.6K | 0.07% | +737 | New |
| Beacon Financial Strategies CORP | 736 | $292.4K | 0.15% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 735 | $292.0K | 0.05% | +41+5.9% | Added |
| Resonant Capital Advisors, LLC | 732 | $291.4K | 0.01% | +732 | New |
| Essex Financial Services, Inc. | 713 | $283.1K | 0.01% | +713 | New |
| KPP Advisory Services LLC | 710 | $282.0K | 0.04% | +710 | New |
| Equitable Holdings, Inc. | 710 | $281.9K | 0.00% | −210−22.8% | Reduced |
| Valeo Financial Advisors, LLC | 706 | $280.6K | 0.01% | +706 | New |
| Nations Financial Group Inc, | 704 | $279.6K | 0.01% | +704 | New |
| Plato Investment Management Ltd | 708 | $279.6K | 0.02% | −248−25.9% | Reduced |
| Penserra Capital Management LLC | 704 | $279.0K | 0.00% | +20+2.9% | Added |
| Chiron Capital Management, LLC | 702 | $278.8K | 0.25% | −5,100−87.9% | Reduced |
| Evolve Private Wealth, LLC | 699 | $278.4K | 0.02% | +699 | New |
| Luken Investment Analytics, LLC | 700 | $278.1K | 0.10% | 00.0% | Unchanged |
| Rexford Capital Inc | 697 | $276.9K | 0.17% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 696 | $276.3K | 0.00% | +696 | New |
| E&G Advisors, LP | 682 | $270.9K | 0.05% | +682 | New |
| TCG Advisory Services, LLC | 681 | $270.6K | 0.00% | +681 | New |
| McAdam, LLC | 678 | $269.5K | 0.01% | +678 | New |
| Mutual Advisors, LLC | 676 | $268.5K | 0.01% | +676 | New |
| Fuller & Thaler Asset Management, Inc. | 675 | $268.1K | 0.00% | +675 | New |
| J. Safra Sarasin Holding AG | 1,544 | $267.7K | 0.00% | −3,229−67.7% | Reduced |
| Chickasaw Capital Management LLC | 666 | $265.0K | 0.01% | +666 | New |
| Beech Hill Advisors, Inc. | 665 | $264.2K | 0.12% | +665 | New |
| Scotia Capital Inc. | 661 | $262.6K | 0.00% | +661 | New |
| Meeder Asset Management Inc | 660 | $262.2K | 0.01% | −816−55.3% | Reduced |
| 180 Wealth Advisors, LLC | 656 | $260.5K | 0.03% | −3,237−83.1% | Reduced |
| J. Goldman & Co LP | 650 | $258.2K | 0.01% | +650 | New |
| Swiss Re Ltd | 647 | $257.0K | 0.02% | +600+1,276.6% | Added |
| Caden Capital Partners, LP | 641 | $254.6K | 3.07% | −750−53.9% | Reduced |
| Belfer Management LLC | 640 | $254.4K | 4.22% | +640 | New |
| Alpha Family Trust | 635 | $252.2K | 0.10% | +635 | New |
| J Hagan Capital, Inc. | 635 | $252.2K | 0.12% | +635 | New |
| Aptus Capital Advisors, LLC | 633 | $251.4K | 0.00% | +633 | New |
| Capital Investment Advisors, LLC | 624 | $247.7K | 0.00% | +624 | New |
| Triumph Capital Management | 621 | $246.7K | 0.04% | −401−39.2% | Reduced |
| Caldwell Trust Co | 621 | $246.7K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 620 | $246.3K | 0.02% | −725−53.9% | Reduced |
| Personal Cfo Solutions, LLC | 612 | $243.6K | 0.04% | +612 | New |
| North Star Investment Management Corp. | 610 | $242.3K | 0.01% | +10+1.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 604 | $239.9K | 0.01% | −663−52.3% | Reduced |
| Great Lakes Advisors, LLC | 603 | $239.5K | 0.00% | +603 | New |
| Perigon Wealth Management, LLC | 602 | $239.1K | 0.00% | +602 | New |
| Quadrant Capital Group LLC | 600 | $238.3K | 0.01% | +129+27.4% | Added |
| Pallas Capital Advisors LLC | 600 | $238.3K | 0.01% | +600 | New |
| Investmark Advisory Group LLC | 599 | $238.1K | 0.09% | +599 | New |
| Oak Thistle LLC | 599 | $237.9K | 0.02% | +599 | New |
| Cornerstone Enterprises, LLC | 596 | $236.7K | 0.11% | +596 | New |
| Ascent Group, LLC | 594 | $236.0K | 0.01% | +594 | New |
| B&L Asset Management LLC | 594 | $235.9K | 0.08% | +594 | New |
| Global Retirement Partners, LLC | 593 | $235.5K | 0.00% | +593 | New |
| Shelton Capital Management | 591 | $234.8K | 0.00% | −11,276−95.0% | Reduced |
| Versant Capital Management, Inc | 591 | $234.8K | 0.02% | +300+103.1% | Added |
| BLB&B Advisors, LLC | 583 | $231.6K | 0.01% | +583 | New |
| MASTERINVEST Kapitalanlage GmbH | 581 | $230.8K | 0.02% | +581 | New |
| Westpac Banking Corp | 579 | $230.0K | 0.01% | −17−2.9% | Reduced |
| SFMG, LLC | 576 | $228.7K | 0.01% | +576 | New |
| Flagship Harbor Advisors, LLC | 575 | $228.4K | 0.01% | +575 | New |
| Conning Inc. | 566 | $224.8K | 0.01% | +566 | New |
| Harrell Investment Partners, LLC | 563 | $223.6K | 0.05% | +563 | New |
| 55 North Private Wealth, LLC | 562 | $223.2K | 0.04% | +562 | New |
| Pavion Blue Capital, LLC | 550 | $218.5K | 0.09% | +550 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 550 | $218.5K | 0.00% | −1,261−69.6% | Reduced |
| Luts & Greenleigh Group, Inc | 542 | $215.3K | 0.16% | +542 | New |
| Elyxium Wealth, LLC | 541 | $214.9K | 0.02% | +541 | New |
| Prosperity Consulting Group, LLC | 532 | $211.3K | 0.01% | +532 | New |
