| Strengthening Families & Communities, LLC | 502 | $269.2K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 502 | $269.2K | 0.01% | +2+0.4% | Added |
| Patton Fund Management, Inc. | 502 | $269.2K | 0.06% | +502 | New |
| Castleview Partners, LLC | 501 | $268.7K | 0.17% | +501 | New |
| Gabelli Funds LLC | 500 | $268.2K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 500 | $268.2K | 0.13% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 500 | $268.2K | 0.07% | +500 | New |
| Andrew Hill Investment Advisors, Inc. | 499 | $268.1K | 0.22% | −1−0.2% | Reduced |
| S&CO Inc | 500 | $268.0K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 498 | $267.1K | 0.02% | −252−33.6% | Reduced |
| Symmetry Partners, LLC | 496 | $266.1K | 0.03% | +496 | New |
| Cacti Asset Management LLC | 500 | $265.7K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 495 | $265.6K | 0.04% | −79−13.8% | Reduced |
| Claro Advisors LLC | 494 | $265.0K | 0.04% | −194−28.2% | Reduced |
| Sivia Capital Partners, LLC | 494 | $265.0K | 0.09% | +494 | New |
| Acima Private Wealth, LLC | 493 | $264.4K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 490 | $263.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 490 | $262.8K | 0.00% | +5+1.0% | Added |
| Eagle Global Advisors LLC | 490 | $262.8K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 488 | $261.7K | 0.00% | +488 | New |
| Meiji Yasuda Asset Management Co Ltd. | 484 | $259.6K | 0.01% | −735−60.3% | Reduced |
| Plum Street Advisors, LLC | 482 | $258.5K | 0.11% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 475 | $254.8K | 0.02% | +475 | New |
| Grunden Financial Advisory, Inc. | 475 | $254.8K | 0.11% | +475 | New |
| Journey Strategic Wealth LLC | 475 | $254.8K | 0.01% | +475 | New |
| St Germain D J Co Inc | 473 | $253.7K | 0.01% | +290+158.5% | Added |
| Oarsman Capital, Inc. | 472 | $253.2K | 0.04% | +472 | New |
| Gerber Kawasaki Wealth & Investment Management | 471 | $252.6K | 0.01% | +471 | New |
| Wrapmanager Inc | 470 | $252.1K | 0.06% | +470 | New |
| Bragg Financial Advisors, Inc | 468 | $251.0K | 0.01% | +468 | New |
| Bridgewater Advisors Inc. | 435 | $249.3K | 0.02% | +435 | New |
| CWA Asset Management Group, LLC | 461 | $247.3K | 0.01% | +461 | New |
| Sheets Smith Wealth Management | 455 | $244.0K | 0.03% | −125−21.6% | Reduced |
| Strategic Blueprint, LLC | 455 | $244.0K | 0.01% | +455 | New |
| Mutual Advisors, LLC | 431 | $243.6K | 0.01% | +431 | New |
| Three Bridge Wealth Advisors, LLC | 454 | $243.5K | 0.06% | +454 | New |
| Cornerstone Wealth Management, LLC | 452 | $242.4K | 0.01% | +452 | New |
| Essential Partners LLC | 451 | $241.9K | 0.10% | +451 | New |
| Congress Park Capital LLC | 450 | $241.4K | 0.08% | +450 | New |
| Dorsey & Whitney Trust CO LLC | 449 | $241.0K | 0.01% | +449 | New |
| Camden National Bank | 447 | $239.7K | 0.03% | +447 | New |
| Pembroke Management, LTD | 446 | $239.2K | 0.03% | +446 | New |
| Modern Wealth Management, LLC | 446 | $239.2K | 0.01% | +446 | New |
| New England Research & Management, Inc. | 445 | $239.0K | 0.11% | −400−47.3% | Reduced |
| Global Retirement Partners, LLC | 444 | $238.1K | 0.01% | +444 | New |
| Waterloo Capital, L.P. | 442 | $237.1K | 0.02% | +442 | New |
| Samalin Investment Counsel, LLC | 441 | $236.9K | 0.09% | +441 | New |
| Hager Investment Management Services, LLC | 441 | $236.5K | 0.14% | +9+2.1% | Added |
| Claret Asset Management Corp | 439 | $236.0K | 0.03% | +439 | New |
| Twin Focus Capital Partners, LLC | 440 | $236.0K | 0.03% | +440 | New |
| Integrated Investment Consultants, LLC | 438 | $234.9K | 0.05% | +438 | New |
| TD Waterhouse Canada Inc. | 430 | $233.3K | 0.00% | +307+249.6% | Added |
| Catalyst Financial Partners LLC | 435 | $233.3K | 0.03% | +435 | New |
| Ingalls & Snyder LLC | 435 | $233.0K | 0.01% | −100−18.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 434 | $232.8K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 425 | $230.6K | 0.08% | +425 | New |
| Old National Bancorp | 427 | $229.0K | 0.00% | +427 | New |
| Moors & Cabot, Inc. | 425 | $227.9K | 0.01% | +425 | New |
| Valley Brook Capital Group | 425 | $227.9K | 0.17% | +425 | New |
| Dynasty Wealth Management, LLC | 425 | $227.7K | 0.00% | −133−23.8% | Reduced |
| Proficio Capital Partners LLC | 424 | $227.4K | 0.01% | +424 | New |
| Valeo Financial Advisors, LLC | 420 | $225.3K | 0.01% | +420 | New |
| Blue Barn Wealth, LLC | 420 | $225.3K | 0.11% | +420 | New |
| Madrona Financial Services, LLC | 417 | $223.7K | 0.05% | +417 | New |
| Heritage Financial Services, LLC | 411 | $220.4K | 0.02% | +411 | New |
| WealthTrust Axiom LLC | 409 | $219.4K | 0.06% | +409 | New |
| PTM Wealth Management, LLC | 400 | $218.8K | 0.14% | +400 | New |
| Institute for Wealth Management, LLC. | 408 | $218.6K | 0.02% | +408 | New |
| Rehmann Capital Advisory Group | 406 | $217.8K | 0.01% | −133−24.7% | Reduced |
| Gryphon Financial Partners LLC | 406 | $217.8K | 0.03% | +406 | New |
| Trifecta Capital Advisors, LLC | 405 | $217.2K | 0.04% | −200−33.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 405 | $217.2K | 0.01% | −142−26.0% | Reduced |
| RIA Advisory Group LLC | 405 | $217.2K | 0.06% | +405 | New |
| HTG Investment Advisors, Inc. | 404 | $216.7K | 0.08% | +404 | New |
| Balentine LLC | 402 | $215.6K | 0.01% | −1,169−74.4% | Reduced |
| Principal Street Partners, LLC | 402 | $215.6K | 0.02% | +402 | New |
| Bristlecone Advisors, LLC | 401 | $215.1K | 0.02% | +401 | New |
| Rockland Trust Co | 400 | $214.5K | 0.01% | +400 | New |
| Puzo Michael J | 400 | $214.5K | 0.06% | +400 | New |
| Genesis Wealth Advisors, LLC | 400 | $214.5K | 0.16% | +400 | New |
| Westmount Partners, LLC | 400 | $214.5K | 0.06% | +400 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $214.3K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 399 | $214.0K | 0.04% | +399 | New |
| Conning Inc. | 398 | $213.5K | 0.01% | +398 | New |
| Quest Partners LLC | 398 | $213.5K | 0.02% | +27+7.3% | Added |
| Evergreen Capital Management LLC | 397 | $212.9K | 0.01% | +397 | New |
| Premier Path Wealth Partners, LLC | 397 | $212.9K | 0.03% | +397 | New |
| Quotient Wealth Partners, LLC | 395 | $212.1K | 0.01% | +395 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 395 | $211.9K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 394 | $211.3K | 0.00% | +394 | New |
| Lantz Financial LLC | 394 | $211.3K | 0.05% | +394 | New |
| Keudell/Morrison Wealth Management | 388 | $208.1K | 0.05% | +388 | New |
| Optimize Financial Inc | 387 | $207.6K | 0.13% | +387 | New |
| Voloridge Investment Management, LLC | 385 | $206.5K | 0.00% | −49,647−99.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 383 | $205.4K | 0.16% | +383 | New |
| State of Wyoming | 382 | $204.9K | 0.03% | +225+143.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 381 | $204.3K | 0.00% | +381 | New |
| PUREfi Wealth, LLC | 381 | $204.3K | 0.16% | +381 | New |
| Close Asset Management Ltd | 380 | $204.0K | 0.01% | −30−7.3% | Reduced |
| Integrated Advisors Network LLC | 380 | $203.8K | 0.01% | +380 | New |
