| Verus Capital Partners, LLC | 851 | $287.1K | 0.04% | −6−0.7% | Reduced |
| Delta Financial Group, Inc. | 847 | $286.0K | 0.09% | −15−1.7% | Reduced |
| Bank Hapoalim BM | 847 | $286.0K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 846 | $285.4K | 0.35% | +846 | New |
| Spectrum Wealth Counsel, LLC | 845 | $285.1K | 0.04% | +845 | New |
| Rollins Financial Advisors, LLC | 842 | $284.1K | 0.06% | +842 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $283.4K | 0.03% | +359+74.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 839 | $283.0K | 0.01% | +103+14.0% | Added |
| Finer Wealth Management, Inc. | 837 | $282.4K | 0.21% | −78−8.5% | Reduced |
| Kolinsky Wealth Management, LLC | 836 | $282.0K | 0.25% | +40+5.0% | Added |
| KG&L Capital Management,LLC | 834 | $281.4K | 0.12% | −45−5.1% | Reduced |
| Mirabella Financial Services LLP | 829 | $280.3K | 0.04% | +829 | New |
| Pine Valley Investments Ltd Liability Co | 829 | $279.7K | 0.02% | −69−7.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 828 | $279.3K | 0.09% | −190−18.7% | Reduced |
| Valmark Advisers, Inc. | 828 | $279.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 824 | $278.0K | 0.03% | +755+1,094.2% | Added |
| Provence Wealth Management Group | 819 | $276.3K | 0.15% | +819 | New |
| Magnus Financial Group LLC | 816 | $275.3K | 0.04% | −42−4.9% | Reduced |
| Granite Investment Partners, LLC | 816 | $275.3K | 0.01% | −12−1.4% | Reduced |
| Portside Wealth Group, LLC | 816 | $275.3K | 0.05% | +62+8.2% | Added |
| Liberty Capital Management, Inc. | 815 | $274.9K | 0.07% | +30+3.8% | Added |
| Legacy Capital Wealth Partners, LLC | 814 | $274.7K | 0.08% | +814 | New |
| David Loasby | 850 | $274.1K | 0.03% | +10+1.2% | Added |
| Vertex Planning Partners, LLC | 812 | $273.9K | 0.08% | +13+1.6% | Added |
| Brown Brothers Harriman & Co | 811 | $273.6K | 0.00% | −186−18.7% | Reduced |
| Financial Insights, Inc. | 807 | $272.3K | 0.09% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 750 | $271.7K | 0.15% | +750 | New |
| ProVise Management Group, LLC | 801 | $270.2K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $270.2K | 0.09% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $270.2K | 0.10% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $269.9K | 0.03% | 00.0% | Unchanged |
| Arvest Trust Co N A | 796 | $268.5K | 0.02% | +105+15.2% | Added |
| Holderness Investments Co | 794 | $267.9K | 0.07% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 790 | $266.5K | 0.15% | +790 | New |
| Austin Private Wealth, LLC | 785 | $264.8K | 0.03% | +785 | New |
| Prio Wealth Limited Partnership | 783 | $264.2K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 783 | $264.2K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 783 | $264.2K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 779 | $262.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 779 | $262.8K | 0.01% | +493+172.4% | Added |
| Wrapmanager Inc | 778 | $262.5K | 0.08% | −57−6.8% | Reduced |
| Steward Partners Investment Solutions, LLC | 771 | $260.1K | 0.11% | +771 | New |
| United Capital Management of KS, Inc. | 769 | $259.4K | 0.08% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 765 | $258.1K | 0.21% | +765 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 764 | $257.7K | 0.05% | −161−17.4% | Reduced |
| Mayflower Financial Advisors, LLC | 764 | $257.7K | 0.04% | −7−0.9% | Reduced |
| Ewa, LLC | 670 | $257.1K | 0.13% | +670 | New |
| Meeder Asset Management Inc | 760 | $256.4K | 0.02% | +760 | New |
| Prosperity Financial Group, Inc. | 758 | $255.7K | 0.18% | +28+3.8% | Added |
| Nebula Research & Development LLC | 758 | $255.7K | 0.08% | +758 | New |
| SWP Financial LLC | 756 | $255.0K | 0.20% | +756 | New |
| Trillium Asset Management, LLC | 757 | $255.0K | 0.01% | −104−12.1% | Reduced |
| Thrive Wealth Management, LLC | 750 | $253.0K | 0.06% | +3+0.4% | Added |
| Morris Retirement Advisors, LLC | 746 | $251.5K | 0.17% | +746 | New |
| Riversedge Advisors, LLC | 745 | $251.3K | 0.07% | −152−16.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 742 | $250.3K | 0.23% | +742 | New |
| Ulland Investment Advisors, LLC | 738 | $249.0K | 0.25% | −116−13.6% | Reduced |
| Moreno Evelyn V | 736 | $248.3K | 0.12% | −1−0.1% | Reduced |
| Fortune Financial Advisors, LLC | 735 | $248.0K | 0.17% | 00.0% | Unchanged |
| Saiph Capital, LLC | 733 | $247.3K | 0.13% | +733 | New |
| McKinley Carter Wealth Services, Inc. | 732 | $246.9K | 0.02% | −240−24.7% | Reduced |
| Blueshift Asset Management, LLC | 732 | $246.9K | 0.13% | −146−16.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 732 | $246.9K | 0.06% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 730 | $246.3K | 0.09% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 728 | $246.0K | 0.01% | +14+2.0% | Added |
| BSW Wealth Partners | 729 | $245.9K | 0.05% | +729 | New |
| Moran Wealth Management, LLC | 726 | $244.9K | 0.01% | +726 | New |
| Sivia Capital Partners, LLC | 726 | $244.9K | 0.19% | +726 | New |
| Brown, Lisle/Cummings, Inc. | 725 | $244.6K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 725 | $244.6K | 0.03% | +725 | New |
| Norden Group LLC | 723 | $243.9K | 0.04% | +19+2.7% | Added |
| AdvisorNet Financial, Inc | 720 | $242.9K | 0.02% | −45−5.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 716 | $241.6K | 0.02% | +716 | New |
| Advance Capital Management, Inc. | 713 | $240.5K | 0.02% | +27+3.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 710 | $239.5K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 709 | $239.2K | 0.10% | −50−6.6% | Reduced |
| Avalon Trust Co | 703 | $237.2K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 700 | $236.2K | 0.01% | −149−17.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 699 | $235.8K | 0.01% | −140−16.7% | Reduced |
| Capula Management Ltd | 697 | $235.1K | 0.01% | −7,738−91.7% | Reduced |
| Mutual Advisors, LLC | 693 | $233.8K | 0.01% | −141−16.9% | Reduced |
| Grove Bank & Trust | 688 | $232.1K | 0.04% | −66−8.8% | Reduced |
| Old Mission Capital LLC | 687 | $231.8K | 0.01% | −835−54.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 687 | $231.8K | 0.06% | +687 | New |
| First Trust Investment Solutions L.P. | 682 | $230.1K | 0.05% | +682 | New |
| WR Wealth Planners, LLC | 681 | $229.7K | 0.09% | −2−0.3% | Reduced |
| Kades & Cheifetz LLC | 681 | $229.7K | 0.16% | +681 | New |
| Moody Aldrich Partners LLC | 676 | $228.1K | 0.04% | −101−13.0% | Reduced |
| Burford Brothers, Inc. | 676 | $228.1K | 0.16% | +676 | New |
| Viewpoint Capital Management LLC | 675 | $227.7K | 0.16% | +675 | New |
| Hendershot Investments Inc. | 672 | $226.7K | 0.03% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 671 | $226.4K | 0.12% | +671 | New |
| Algert Global LLC | 668 | $225.4K | 0.01% | −933−58.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 667 | $225.0K | 0.08% | +667 | New |
| Financial Engines Advisors L.L.C. | 662 | $223.3K | 0.00% | +662 | New |
| Meritage Portfolio Management | 661 | $223.0K | 0.01% | −90−12.0% | Reduced |
| West Paces Advisors Inc. | 661 | $223.0K | 0.06% | +25+3.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 660 | $222.7K | 0.11% | −41−5.8% | Reduced |
| Glassman Wealth Services | 660 | $222.7K | 0.03% | −3−0.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 660 | $222.7K | 0.14% | 00.0% | Unchanged |
