| Jaffetilchin Investment Partners, LLC | 344 | $248.0K | 0.02% | +344 | New |
| Cambridge Trust Co | 343 | $247.0K | 0.01% | +343 | New |
| CenterBook Partners LP | 343 | $247.0K | 0.15% | +343 | New |
| Core Alternative Capital | 342 | $246.0K | 0.05% | +342 | New |
| Blume Capital Management, Inc. | 340 | $245.0K | 0.08% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 340 | $245.0K | 0.00% | +340 | New |
| Evolution Wealth Advisors, LLC | 339 | $244.0K | 0.04% | −168−33.1% | Reduced |
| Synergy Financial Group, LTD | 338 | $243.0K | 0.22% | +338 | New |
| Eastern Bank | 337 | $242.0K | 0.01% | +337 | New |
| BSW Wealth Partners | 337 | $242.0K | 0.06% | +337 | New |
| Franklin Street Advisors Inc | 335 | $241.0K | 0.02% | −35−9.5% | Reduced |
| Andesa Financial Management Inc. | 334 | $240.0K | 0.12% | −47−12.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 333 | $239.0K | 0.06% | −105−24.0% | Reduced |
| LGT Group Foundation | 331 | $238.0K | 0.01% | +331 | New |
| Flaharty Asset Management, LLC | 329 | $237.0K | 0.04% | +329 | New |
| Poehling Capital Management, LLC | 330 | $237.0K | 0.08% | +330 | New |
| Grant Street Asset Management, Inc. | 330 | $237.0K | 0.13% | +330 | New |
| Ssi Investment Management LLC | 327 | $236.0K | 0.01% | +327 | New |
| Beacon Investment Advisory Services, Inc. | 328 | $236.0K | 0.01% | +328 | New |
| Inscription Capital, LLC | 328 | $236.0K | 0.06% | +328 | New |
| Cypress Asset Management Inc | 325 | $234.0K | 0.06% | +325 | New |
| Carnegie Capital Asset Management, LLC | 324 | $233.0K | 0.01% | +324 | New |
| Lester Murray Antman dba SimplyRich | 324 | $233.0K | 0.08% | +324 | New |
| Voya Financial Advisors, Inc. | 323 | $232.0K | 0.03% | +323 | New |
| Capital Asset Advisory Services LLC | 320 | $231.0K | 0.02% | +320 | New |
| West Oak Capital, LLC | 320 | $230.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 320 | $230.0K | 0.06% | +8+2.6% | Added |
| Advisory Resource Group | 389 | $229.0K | 0.08% | +389 | New |
| Harbour Investments, Inc. | 317 | $228.0K | 0.01% | −242−43.3% | Reduced |
| HB Wealth Management, LLC | 317 | $228.0K | 0.00% | +317 | New |
| Dock Street Asset Management Inc | 315 | $227.0K | 0.04% | +315 | New |
| SignalPoint Asset Management, LLC | 315 | $226.0K | 0.07% | +315 | New |
| Veracity Capital LLC | 308 | $222.0K | 0.09% | −114−27.0% | Reduced |
| Allworth Financial LP | 308 | $222.0K | 0.00% | +11+3.7% | Added |
| Pinnacle Financial Partners Inc | 309 | $222.0K | 0.01% | +309 | New |
| Callahan Advisors, LLC | 307 | $221.0K | 0.02% | +307 | New |
| Paragon Wealth Strategies, LLC | 306 | $220.0K | 0.05% | +306 | New |
| American Trust | 306 | $220.0K | 0.02% | +306 | New |
| Stock Yards Bank & Trust Co | 302 | $217.0K | 0.01% | +302 | New |
| Sterling Financial Planning, Inc. | 300 | $216.0K | 0.14% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 301 | $216.0K | 0.06% | +301 | New |
| Signature Wealth Management Group | 300 | $216.0K | 0.11% | +300 | New |
| Bond & Devick Financial Network, Inc. | 300 | $216.0K | 0.16% | +300 | New |
| Quent Capital, LLC | 298 | $215.0K | 0.05% | +298 | New |
| JSF Financial, LLC | 298 | $214.0K | 0.10% | +298 | New |
| Trust Co of Oklahoma | 296 | $212.9K | 0.07% | +296 | New |
| Tanaka Capital Management Inc | 290 | $209.0K | 0.40% | −130−31.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 289 | $208.0K | 0.00% | +275+1,964.3% | Added |
| Washington Trust Bank | 289 | $208.0K | 0.02% | +289 | New |
| Prospera Financial Services Inc | 289 | $208.0K | 0.01% | +289 | New |
| Capital Investment Advisors, LLC | 286 | $206.0K | 0.01% | +286 | New |
| Walker Asset Management, LLC | 287 | $206.0K | 0.18% | +287 | New |
| Austin Private Wealth, LLC | 283 | $204.0K | 0.04% | +283 | New |
| Brickley Wealth Management | 282 | $203.0K | 0.04% | +282 | New |
| Monument Capital Management | 280 | $202.0K | 0.06% | +280 | New |
| Money Concepts Capital Corp | 279 | $201.0K | 0.02% | +279 | New |
| Chesley Taft & Associates LLC | 280 | $201.0K | 0.01% | +280 | New |
| Lindbrook Capital, LLC | 271 | $195.0K | 0.03% | −1−0.4% | Reduced |
| Covington Capital Management | 267 | $192.0K | 0.01% | −10−3.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 264 | $190.0K | 0.05% | +1+0.4% | Added |
| Sittner & Nelson, LLC | 253 | $182.0K | 0.11% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 252 | $181.0K | 0.12% | +252 | New |
| Hexagon Capital Partners LLC | 250 | $180.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 235 | $169.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 230 | $165.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 226 | $163.0K | 0.03% | −3−1.3% | Reduced |
| Northwest Investment Counselors, LLC | 224 | $161.0K | 0.04% | +224 | New |
| Solstein Capital, LLC | 222 | $160.0K | 0.10% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 213 | $154.0K | 0.05% | +85+66.4% | Added |
| Evermay Wealth Management LLC | 214 | $154.0K | 0.03% | +109+103.8% | Added |
| Covestor Ltd | 212 | $153.0K | 0.21% | +212 | New |
| American National Bank | 207 | $149.0K | 0.03% | +6+3.0% | Added |
| Gables Capital Management Inc. | 204 | $147.0K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 201 | $145.0K | 0.09% | +4+2.0% | Added |
| Zions Bancorporation, N.A. | 202 | $145.0K | 0.01% | +24+13.5% | Added |
| Estabrook Capital Management | 200 | $143.8K | 0.02% | +200 | New |
| Newbridge Financial Services Group, Inc. | 191 | $138.0K | 0.07% | +105+122.1% | Added |
| TCI Wealth Advisors, Inc. | 189 | $136.0K | 0.02% | −10−5.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 187 | $134.0K | 0.05% | +187 | New |
| Fieldpoint Private Securities, LLC | 185 | $133.0K | 0.03% | +27+17.1% | Added |
| Harbor Investment Advisory, LLC | 183 | $132.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 181 | $130.0K | 0.01% | +13+7.7% | Added |
| CVA Family Office, LLC | 180 | $129.0K | 0.03% | +180 | New |
| Salem Investment Counselors Inc | 177 | $127.0K | 0.00% | +143+420.6% | Added |
| Duncker Streett & Co Inc | 175 | $126.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 173 | $125.0K | 0.01% | +155+861.1% | Added |
| Global Financial Private Client, LLC | 173 | $124.4K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 172 | $124.0K | 0.06% | −178−50.9% | Reduced |
| Hudock, Inc. | 172 | $124.0K | 0.03% | −35−16.9% | Reduced |
| Massmutual Trust Co FSB | 173 | $124.0K | 0.00% | +35+25.4% | Added |
| Amplius Wealth Advisors, LLC | 168 | $120.0K | 0.02% | +168 | New |
| Corbenic Partners LLC | 160 | $115.0K | 0.02% | −10−5.9% | Reduced |
| MUFG Americas Holdings Corp | 159 | $114.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 158 | $114.0K | 0.06% | +30+23.4% | Added |
| Rockbridge Investment Management, LCC | 159 | $114.0K | 0.02% | +150+1,666.7% | Added |
| Seldon Capital LP | 154 | $111.0K | 0.07% | +154 | New |
| Blue Bell Private Wealth Management, LLC | 151 | $109.0K | 0.03% | +151 | New |
| AlphaMark Advisors, LLC | 150 | $108.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 146 | $105.0K | 0.03% | +146 | New |
| Cranbrook Wealth Management, LLC | 142 | $102.0K | 0.02% | 00.0% | Unchanged |
