| Princeton Global Asset Management LLC | 272 | $224.3K | 0.05% | +12+4.6% | Added |
| Wealthspire Advisors, LLC | 271 | $223.5K | 0.00% | −54−16.6% | Reduced |
| Abel Hall, LLC | 268 | $220.9K | 0.16% | +268 | New |
| Hamilton Capital, LLC | 267 | $220.3K | 0.02% | +267 | New |
| Congress Wealth Management LLC | 265 | $218.9K | 0.00% | +265 | New |
| Virtue Capital Management, LLC | 271 | $218.5K | 0.04% | −35−11.4% | Reduced |
| Versant Capital Management, Inc | 265 | $218.5K | 0.06% | +3+1.1% | Added |
| Independence Bank of Kentucky | 265 | $218.5K | 0.06% | +35+15.2% | Added |
| Driehaus Capital Management LLC | 265 | $218.5K | 0.00% | +265 | New |
| Capital Investment Advisory Services, LLC | 264 | $217.3K | 0.02% | +264 | New |
| Trillium Asset Management, LLC | 262 | $216.0K | 0.01% | −30−10.3% | Reduced |
| Garden State Investment Advisory Services LLC | 261 | $215.9K | 0.07% | +261 | New |
| Quadcap Wealth Management, LLC | 261 | $215.2K | 0.04% | +261 | New |
| Redwood Investment Management, LLC | 296 | $214.0K | 0.02% | +296 | New |
| First Affirmative Financial Network | 259 | $213.9K | 0.15% | +259 | New |
| Brickley Wealth Management | 259 | $213.5K | 0.05% | +259 | New |
| Principal Street Partners, LLC | 258 | $212.7K | 0.04% | +258 | New |
| Werba Rubin Papier Wealth Management | 258 | $212.7K | 0.06% | +258 | New |
| AlphaMark Advisors, LLC | 256 | $211.0K | 0.07% | −200−43.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 256 | $210.9K | 0.04% | +256 | New |
| Octavia Wealth Advisors, LLC | 255 | $210.3K | 0.03% | −36−12.4% | Reduced |
| Capital Analysts, LLC | 253 | $209.0K | 0.01% | −66−20.7% | Reduced |
| Essex Financial Services, Inc. | 277 | $208.7K | 0.02% | +277 | New |
| Ledyard National Bank | 253 | $208.6K | 0.02% | +253 | New |
| Cornerstone Advisory, LLC | 253 | $208.6K | 0.03% | +253 | New |
| Camelot Portfolios, LLC | 253 | $208.3K | 0.12% | +253 | New |
| Convergence Investment Partners, LLC | 252 | $207.9K | 0.06% | −47−15.7% | Reduced |
| Bridgefront Capital, LLC | 252 | $207.8K | 0.09% | +252 | New |
| MONECO Advisors, LLC | 251 | $207.3K | 0.03% | −93−27.0% | Reduced |
| Investment Partners, Ltd. | 250 | $206.1K | 0.09% | +250 | New |
| Dividend Assets Capital, LLC | 250 | $206.1K | 0.04% | +250 | New |
| McGuire Investment Group, LLC | 250 | $206.1K | 0.03% | +250 | New |
| Crestmont Private Wealth LLC | 250 | $206.1K | 0.10% | +250 | New |
| Middleton & Co Inc | 250 | $206.1K | 0.02% | +250 | New |
| Clear Creek Financial Management, LLC | 250 | $206.1K | 0.02% | +250 | New |
| Allen Capital Group, LLC | 249 | $205.3K | 0.03% | +249 | New |
| Crew Capital Management, Ltd. | 249 | $205.3K | 0.16% | +249 | New |
| ZWJ Investment Counsel Inc | 247 | $203.7K | 0.01% | +247 | New |
| Private Capital Management LLC | 245 | $202.0K | 0.04% | +245 | New |
| Zega Financial, LLC | 244 | $201.0K | 0.07% | −1,012−80.6% | Reduced |
| Richardson Financial Services Inc. | 238 | $196.2K | 0.14% | +25+11.7% | Added |
| Park Place Capital Corp | 233 | $192.1K | 0.06% | −12−4.9% | Reduced |
| Capital Advisors, Ltd. LLC | 232 | $191.0K | 0.02% | +8+3.6% | Added |
| Chiron Investment Management, LLC | 229 | $188.8K | 0.07% | +229 | New |
| Guardian Wealth Management, Inc. | 211 | $173.8K | 0.13% | −2−0.9% | Reduced |
| Tobam | 210 | $173.0K | 0.03% | −185−46.8% | Reduced |
| AllSquare Wealth Management LLC | 200 | $164.9K | 0.10% | 00.0% | Unchanged |
| Rogco, LP | 200 | $164.9K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $164.9K | 0.06% | 00.0% | Unchanged |
| Carmignac Gestion | 200 | $164.9K | 0.00% | +200 | New |
| Plante Moran Financial Advisors, LLC | 196 | $161.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 193 | $159.1K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 192 | $158.3K | 0.00% | −928−82.9% | Reduced |
| Loomis Sayles & Co L P | 184 | $152.0K | 0.00% | −14−7.1% | Reduced |
| Hoese & Co LLP | 200 | $151.9K | 0.13% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 178 | $147.0K | 0.04% | −7−3.8% | Reduced |
| Natixis Investment Managers International | 173 | $142.6K | 0.01% | −25−12.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 169 | $139.6K | 0.02% | −21−11.1% | Reduced |
| Tompkins Financial Corp | 168 | $138.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 158 | $130.0K | 0.01% | −2−1.3% | Reduced |
| Hanson & Doremus Investment Management | 157 | $129.0K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 152 | $125.3K | 0.05% | +152 | New |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $122.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 149 | $121.4K | 0.09% | −2−1.3% | Reduced |
| West Branch Capital LLC | 140 | $115.4K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 134 | $110.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 133 | $109.7K | 0.06% | +133 | New |
| Colonial Trust Co | 129 | $106.4K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 127 | $104.7K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 125 | $103.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 123 | $101.4K | 0.09% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 115 | $94.9K | 0.01% | +100+666.7% | Added |
| Orion Capital Management LLC | 111 | $91.5K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 23,517 | $91.0K | 0.02% | +23,517 | New |
| Bartlett & Co. Wealth Management LLC | 106 | $87.4K | 0.00% | +56+112.0% | Added |
| GW&K Investment Management, LLC | 105 | $87.0K | 0.00% | +8+8.2% | Added |
| Quarry LP | 105 | $86.6K | 0.04% | +89+556.3% | Added |
| Pinnacle Bancorp, Inc. | 100 | $82.5K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $82.5K | 0.07% | +100 | New |
| Pacifica Partners Inc. | 95 | $81.0K | 0.03% | −5−5.0% | Reduced |
| Farmers & Merchants Investments Inc | 96 | $79.2K | 0.00% | −2−2.0% | Reduced |
| Proffitt & Goodson Inc | 96 | $79.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 93 | $76.7K | 0.01% | +65+232.1% | Added |
| Rakuten Securities, Inc. | 91 | $75.0K | 0.03% | +37+68.5% | Added |
| Anchor Investment Management, LLC | 87 | $71.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $71.7K | 0.04% | +44+102.3% | Added |
| First Foundation Advisors | 86 | $70.9K | 0.00% | −34−28.3% | Reduced |
| Providence Capital Advisors, LLC | 85 | $70.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 83 | $68.4K | 0.01% | +9+12.2% | Added |
| Armstrong Advisory Group, Inc | 82 | $67.7K | 0.01% | +82 | New |
| Silver Oak Securities, Inc | 82 | $67.6K | 0.01% | −51−38.3% | Reduced |
| CNB Bank | 82 | $67.6K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 82 | $67.4K | 0.01% | +17+26.2% | Added |
| Raleigh Capital Management Inc. | 81 | $66.9K | 0.03% | +10+14.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $66.0K | 0.02% | +8+11.1% | Added |
| Opal Wealth Advisors, LLC | 79 | $65.1K | 0.02% | +79 | New |
| First Community Trust NA | 79 | $65.1K | 0.06% | +79 | New |
| Rise Advisors, LLC | 76 | $62.9K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 75 | $62.0K | 0.00% | +75 | New |
| Centennial Bank | 74 | $61.0K | 0.03% | −4−5.1% | Reduced |
