| Johnson Bixby & Associates, LLC | 535 | $259.5K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 532 | $258.0K | 0.01% | +532 | New |
| Fukoku Mutual Life Insurance Co | 528 | $256.1K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 525 | $255.0K | 0.01% | −50−8.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 525 | $254.7K | 0.02% | +525 | New |
| Allstate Corp | 525 | $254.6K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 519 | $251.8K | 0.02% | −23−4.2% | Reduced |
| Ahl Investment Management, Inc. | 512 | $248.3K | 0.22% | −45−8.1% | Reduced |
| Bristol John W & Co Inc | 512 | $248.3K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 506 | $245.4K | 0.01% | −334−39.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 503 | $244.1K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 502 | $243.5K | 0.07% | −25−4.7% | Reduced |
| Lewis Capital Management, LLC | 500 | $242.5K | 0.35% | +500 | New |
| Wellington Shields Capital Management, LLC | 500 | $242.5K | 0.03% | +500 | New |
| Court Place Advisors, LLC | 500 | $242.5K | 0.09% | +500 | New |
| Valmark Advisers, Inc. | 499 | $242.1K | 0.00% | −15−2.9% | Reduced |
| LJI Wealth Management, LLC | 65,358 | $242.0K | 0.07% | +65,358 | New |
| Concord Wealth Partners | 494 | $239.6K | 0.05% | +246+99.2% | Added |
| TruWealth Advisors, LLC | 494 | $239.6K | 0.02% | +494 | New |
| Welch & Forbes LLC | 488 | $236.7K | 0.00% | +488 | New |
| Coastal Bridge Advisors, LLC | 486 | $235.7K | 0.06% | +486 | New |
| Echo Street Capital Management LLC | 481 | $233.3K | 0.00% | −1,580−76.7% | Reduced |
| Journey Advisory Group, LLC | 481 | $233.3K | 0.03% | +481 | New |
| Charter Trust Co | 480 | $232.8K | 0.02% | +480 | New |
| Bellevue Asset Management, LLC | 479 | $232.6K | 0.15% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 478 | $231.8K | 0.04% | +478 | New |
| Hutchens & Kramer Investment Management Group, LLC | 477 | $231.4K | 0.18% | +477 | New |
| Greenwich Wealth Management LLC | 475 | $230.0K | 0.02% | +475 | New |
| Blueshift Asset Management, LLC | 474 | $229.9K | 0.09% | −1,385−74.5% | Reduced |
| Miracle Mile Advisors, LLC | 472 | $228.9K | 0.01% | −53−10.1% | Reduced |
| ZRC Wealth Management, LLC | 469 | $227.5K | 0.19% | 00.0% | Unchanged |
| Csenge Advisory Group | 469 | $227.3K | 0.02% | +469 | New |
| Transcend Wealth Collective, LLC | 464 | $225.2K | 0.02% | +464 | New |
| Keystone Financial Group | 462 | $224.1K | 0.04% | +462 | New |
| StrategIQ Financial Group, LLC | 454 | $220.2K | 0.03% | +454 | New |
| Equitable Trust Co | 453 | $219.7K | 0.02% | +453 | New |
| Traphagen Investment Advisors LLC | 450 | $218.3K | 0.03% | −152−25.2% | Reduced |
| Convergence Investment Partners, LLC | 450 | $218.0K | 0.13% | +450 | New |
| Steward Partners Investment Advisory, LLC | 448 | $217.3K | 0.00% | +28+6.7% | Added |
| PDS Planning, Inc | 445 | $215.8K | 0.03% | +445 | New |
| Proficio Capital Partners LLC | 445 | $215.6K | 0.03% | +445 | New |
| Drive Wealth Management, LLC | 439 | $213.2K | 0.08% | +439 | New |
| Quantum Financial Advisors, LLC | 439 | $213.0K | 0.06% | +439 | New |
| United Community Bank | 438 | $212.4K | 0.19% | −50−10.2% | Reduced |
| Barings LLC | 437 | $212.0K | 0.01% | +437 | New |
| Prime Capital Investment Advisors, LLC | 436 | $211.5K | 0.00% | +436 | New |
| Monument Capital Management | 436 | $211.5K | 0.07% | +436 | New |
| Alhambra Investment Partners LLC | 436 | $211.5K | 0.14% | +436 | New |
| Perennial Investment Advisors, LLC | 433 | $210.0K | 0.04% | +433 | New |
| Forza Wealth Management, LLC | 430 | $208.6K | 0.11% | +430 | New |
| Leavell Investment Management, Inc. | 428 | $208.0K | 0.01% | +428 | New |
| Berger Financial Group, Inc | 427 | $207.3K | 0.02% | +427 | New |
| D'Orazio & Associates, Inc. | 426 | $206.6K | 0.05% | +426 | New |
| Guyasuta Investment Advisors Inc | 425 | $206.1K | 0.02% | +425 | New |
| Silvant Capital Management LLC | 424 | $205.6K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 416 | $201.8K | 0.03% | +416 | New |
| Global Retirement Partners, LLC | 404 | $196.0K | 0.01% | −5−1.2% | Reduced |
| West Oak Capital, LLC | 400 | $194.0K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $194.0K | 0.11% | 00.0% | Unchanged |
| Natixis Investment Managers International | 389 | $188.7K | 0.01% | −90−18.8% | Reduced |
| SRS Capital Advisors, Inc. | 384 | $186.3K | 0.02% | −18−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 373 | $180.9K | 0.04% | −26−6.5% | Reduced |
| Sunbelt Securities, Inc. | 370 | $179.5K | 0.03% | +42+12.8% | Added |
| Rational Advisors LLC | 322 | $156.2K | 0.01% | +322 | New |
| Glass Jacobson Investment Advisors llc | 314 | $152.1K | 0.07% | +314 | New |
| Clearstead Advisors, LLC | 312 | $151.3K | 0.01% | −3−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 312 | $151.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 303 | $146.8K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 299 | $145.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 290 | $140.7K | 0.01% | +111+62.0% | Added |
| Itau Unibanco Holding S.A. | 284 | $137.7K | 0.01% | +284 | New |
| Baker Avenue Asset Management, LP | 272 | $131.9K | 0.01% | −43−13.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 270 | $131.0K | 0.00% | +54+25.0% | Added |
| GoalVest Advisory LLC | 269 | $130.5K | 0.07% | +269 | New |
| Capital Analysts, LLC | 268 | $130.0K | 0.01% | +38+16.5% | Added |
| Princeton Global Asset Management LLC | 260 | $126.1K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 260 | $126.1K | 0.04% | +1+0.4% | Added |
| Covestor Ltd | 260 | $126.0K | 0.10% | +36+16.1% | Added |
| Dividend Assets Capital, LLC | 250 | $121.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 245 | $118.8K | 0.01% | +1+0.4% | Added |
| Pin Oak Investment Advisors Inc | 241 | $117.0K | 0.13% | +241 | New |
| PFG Private Wealth Management, LLC | 236 | $114.5K | 0.07% | +1+0.4% | Added |
| Massmutual Trust Co FSB | 229 | $111.1K | 0.00% | +118+106.3% | Added |
| Guardian Wealth Management, Inc. | 225 | $109.1K | 0.10% | +1+0.4% | Added |
| Farther Finance Advisors, LLC | 215 | $104.3K | 0.02% | +92+74.8% | Added |
| Tobam | 215 | $104.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $97.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 196 | $95.1K | 0.01% | −40−16.9% | Reduced |
| West Paces Advisors Inc. | 193 | $93.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $93.2K | 0.00% | −47−19.7% | Reduced |
| AllSquare Wealth Management LLC | 200 | $91.7K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $84.8K | 0.02% | +11+6.7% | Added |
| GeoWealth Management, LLC | 168 | $82.0K | 0.01% | +24+16.7% | Added |
| M&R Capital Management Inc | 165 | $80.0K | 0.02% | +165 | New |
| Hanson & Doremus Investment Management | 157 | $76.0K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 155 | $75.2K | 0.02% | +113+269.0% | Added |
| Byrne Asset Management LLC | 155 | $75.0K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 148 | $72.0K | 0.00% | −7−4.5% | Reduced |
| Proequities, Inc. | 141 | $68.4K | 0.01% | +2+1.4% | Added |
| West Branch Capital LLC | 140 | $67.9K | 0.03% | 00.0% | Unchanged |
