| DGS Capital Management, LLC | 663 | $226.7K | 0.11% | +663 | New |
| Glassman Wealth Services | 661 | $226.0K | 0.04% | +6+0.9% | Added |
| Bragg Financial Advisors, Inc | 660 | $225.7K | 0.01% | +660 | New |
| Pension & Wealth Management Advisors, Inc. | 660 | $225.7K | 0.17% | −78−10.6% | Reduced |
| Advance Capital Management, Inc. | 657 | $224.7K | 0.03% | +657 | New |
| CenterStar Asset Management, LLC | 656 | $224.4K | 0.20% | +656 | New |
| First Dallas Securities Inc. | 655 | $224.0K | 0.12% | +655 | New |
| Hemenway Trust Co LLC | 654 | $223.6K | 0.02% | +654 | New |
| Mokosak Advisory Group, LLC | 654 | $223.6K | 0.09% | +654 | New |
| Citizens Financial Group Inc | 653 | $223.3K | 0.01% | +653 | New |
| Successful Portfolios LLC | 653 | $223.3K | 0.19% | +653 | New |
| Mutual Advisors, LLC | 652 | $222.9K | 0.01% | −234−26.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 650 | $222.3K | 0.02% | +650 | New |
| Dividend Assets Capital, LLC | 647 | $221.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 646 | $221.0K | 0.06% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 639 | $218.5K | 0.06% | +639 | New |
| West Paces Advisors Inc. | 636 | $217.5K | 0.06% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 625 | $213.7K | 0.07% | +625 | New |
| Laurion Capital Management LP | 624 | $213.4K | 0.01% | +624 | New |
| Renasant Bank | 624 | $213.4K | 0.17% | −199−24.2% | Reduced |
| Darwin Advisors, LLC | 627 | $212.6K | 0.05% | +627 | New |
| Hutchens & Kramer Investment Management Group, LLC | 621 | $212.3K | 0.17% | +621 | New |
| Tyler-Stone Wealth Management | 620 | $212.0K | 0.12% | +620 | New |
| Ewa, LLC | 619 | $211.7K | 0.15% | +619 | New |
| Laffer Tengler Investments | 618 | $211.3K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 615 | $210.3K | 0.04% | −279−31.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 613 | $209.6K | 0.10% | +613 | New |
| Magellan Asset Management Ltd | 612 | $209.3K | 0.00% | −10−1.6% | Reduced |
| Trust Co | 612 | $209.3K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 611 | $208.9K | 0.06% | +611 | New |
| Kaizen Financial Strategies | 600 | $208.6K | 0.18% | +600 | New |
| Boston Family Office LLC | 607 | $208.0K | 0.02% | +607 | New |
| Pinnacle Bancorp, Inc. | 606 | $207.2K | 0.07% | −61−9.1% | Reduced |
| Oarsman Capital, Inc. | 606 | $207.2K | 0.09% | +606 | New |
| Gyroscope Capital Management Group, LLC | 600 | $205.2K | 0.05% | −400−40.0% | Reduced |
| Goodwin Daniel L | 600 | $205.2K | 0.10% | +600 | New |
| Punch & Associates Investment Management, Inc. | 600 | $205.2K | 0.01% | +600 | New |
| Lynwood Capital Management Inc. | 600 | $205.2K | 0.26% | +600 | New |
| V2 Financial group LLC | 600 | $205.2K | 0.15% | +600 | New |
| Adviser Investments LLC | 597 | $204.1K | 0.00% | −630−51.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 597 | $204.1K | 0.03% | +597 | New |
| Monticello Wealth Management, LLC | 597 | $204.1K | 0.02% | +597 | New |
| Autumn Glory Partners, LLC | 595 | $203.5K | 0.15% | +595 | New |
| Strategic Advisors LLC | 592 | $202.4K | 0.04% | +592 | New |
| Fragasso Group Inc. | 588 | $201.1K | 0.02% | +588 | New |
| Interchange Capital Partners, LLC | 588 | $200.7K | 0.15% | +588 | New |
| Burton Enright Welch | 587 | $200.7K | 0.06% | +587 | New |
| Fifth Third Wealth Advisors LLC | 585 | $200.0K | 0.13% | +585 | New |
| EMC Capital Management | 3,848 | $199.0K | 0.40% | +2,348+156.5% | Added |
| Smithfield Trust Co | 585 | $198.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 561 | $192.0K | 0.15% | −70−11.1% | Reduced |
| Stephens Investment Management Group LLC | 550 | $188.1K | 0.00% | +45+8.9% | Added |
| WealthPlan Investment Management, LLC | 545 | $186.2K | 0.06% | −684−55.7% | Reduced |
| CVA Family Office, LLC | 541 | $185.0K | 0.04% | +167+44.7% | Added |
| Parkside Financial Bank & Trust | 533 | $182.3K | 0.04% | +26+5.1% | Added |
| Private Trust Co NA | 529 | $180.9K | 0.02% | −1−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 523 | $179.0K | 0.01% | +81+18.3% | Added |
| Abound Wealth Management | 509 | $174.0K | 0.07% | +18+3.7% | Added |
| Riverview Trust Co | 496 | $169.6K | 0.15% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 494 | $168.9K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 494 | $168.9K | 0.05% | +112+29.3% | Added |
| Arlington Partners LLC | 490 | $167.6K | 0.03% | +202+70.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $164.4K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 459 | $157.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 427 | $146.1K | 0.03% | +1+0.2% | Added |
| Carolinas Wealth Consulting LLC | 423 | $144.6K | 0.03% | −108−20.3% | Reduced |
| Sycomore Asset Management | 421 | $140.0K | 0.03% | +195+86.3% | Added |
| Financial Connections Group, Inc. | 401 | $137.0K | 0.09% | +329+456.9% | Added |
| Icon Wealth Partners, LLC | 395 | $135.1K | 0.01% | +395 | New |
| Chilton Capital Management LLC | 382 | $130.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 379 | $130.0K | 0.08% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 375 | $128.0K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 360 | $123.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 353 | $120.7K | 0.00% | −81−18.7% | Reduced |
| Independence Bank of Kentucky | 350 | $119.7K | 0.05% | +350 | New |
| S.A. Mason LLC | 465 | $118.8K | 0.09% | 00.0% | Unchanged |
| American National Bank | 336 | $114.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 329 | $113.0K | 0.02% | +49+17.5% | Added |
| Venturi Wealth Management, LLC | 328 | $112.2K | 0.01% | +1+0.3% | Added |
| Versant Capital Management, Inc | 328 | $112.2K | 0.04% | +7+2.2% | Added |
| First Personal Financial Services | 324 | $110.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 320 | $109.4K | 0.01% | +5+1.6% | Added |
| C M Bidwell & Associates Ltd | 318 | $108.7K | 0.08% | +318 | New |
| Nemes Rush Group LLC | 318 | $108.7K | 0.02% | +318 | New |
| Evermay Wealth Management LLC | 310 | $106.0K | 0.02% | +13+4.4% | Added |
| BerganKDV Wealth Management, LLC | 305 | $104.3K | 0.01% | −373−55.0% | Reduced |
| ORG Partners LLC | 301 | $101.4K | 0.02% | +301 | New |
| Portland Hill Asset Management Ltd | 297 | $101.0K | 0.24% | 00.0% | Unchanged |
| Larson Financial Group LLC | 295 | $100.9K | 0.01% | −187−38.8% | Reduced |
| Farther Finance Advisors, LLC | 295 | $100.9K | 0.02% | −6−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 283 | $96.8K | 0.03% | +1+0.4% | Added |
| Coastal Capital Group, Inc. | 282 | $96.4K | 0.02% | −46−14.0% | Reduced |
| Delta Asset Management LLC | 280 | $95.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 278 | $95.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 260 | $88.9K | 0.06% | +260 | New |
| Center for Financial Planning, Inc. | 258 | $88.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 257 | $87.9K | 0.01% | +21+8.9% | Added |
| Tortoise Investment Management, LLC | 253 | $86.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 253 | $86.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 247 | $84.5K | 0.01% | 00.0% | Unchanged |
