| PFG Investments, LLC | 569 | $290.9K | 0.05% | −100−14.9% | Reduced |
| Brookstone Capital Management | 566 | $289.5K | 0.01% | −35−5.8% | Reduced |
| Allworth Financial LP | 566 | $289.4K | 0.00% | −21−3.6% | Reduced |
| Modus Advisors, LLC | 562 | $287.3K | 0.12% | −4,015−87.7% | Reduced |
| RMB Capital Management, LLC | 560 | $286.3K | 0.01% | +560 | New |
| CoreCap Advisors, LLC | 558 | $285.3K | 0.02% | +558 | New |
| Tobam | 557 | $285.0K | 0.02% | 00.0% | Unchanged |
| Finivi Inc. | 557 | $284.8K | 0.28% | +557 | New |
| Chicago Partners Investment Group LLC | 596 | $283.0K | 0.01% | −32−5.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 553 | $282.7K | 0.13% | +553 | New |
| Twin Lakes Capital Management, LLC | 551 | $281.7K | 0.19% | 00.0% | Unchanged |
| Main Street Research LLC | 551 | $281.7K | 0.02% | +551 | New |
| Adviser Investments LLC | 548 | $280.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 546 | $279.0K | 0.19% | +31+6.0% | Added |
| Wealth Alliance Advisory Group, LLC | 545 | $278.7K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 543 | $278.0K | 0.02% | +543 | New |
| Wealth Management Associates, Inc. | 535 | $273.5K | 0.14% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 534 | $273.0K | 0.02% | +1+0.2% | Added |
| Choate Investment Advisors | 534 | $273.0K | 0.01% | +534 | New |
| Guyasuta Investment Advisors Inc | 530 | $271.0K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 529 | $270.5K | 0.99% | +529 | New |
| Sentry Investment Management LLC | 528 | $270.0K | 0.12% | +528 | New |
| Adell Harriman & Carpenter Inc | 525 | $268.4K | 0.02% | −225−30.0% | Reduced |
| Creative Capital Management Investments LLC | 525 | $268.4K | 0.16% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 525 | $268.4K | 0.03% | +1+0.2% | Added |
| Old National Bancorp | 521 | $266.4K | 0.01% | −24−4.4% | Reduced |
| McRae Capital Management Inc | 520 | $265.9K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 518 | $264.8K | 0.03% | −100−16.2% | Reduced |
| Stonegate Investment Group, LLC | 517 | $264.4K | 0.01% | +517 | New |
| Excalibur Management Corp | 517 | $264.3K | 0.12% | +517 | New |
| SFMG, LLC | 516 | $263.8K | 0.02% | +516 | New |
| ORG Partners LLC | 514 | $262.8K | 0.04% | +502+4,183.3% | Added |
| Morningstar Investment Management LLC | 511 | $261.0K | 0.03% | +511 | New |
| Planning Alternatives Ltd | 507 | $259.2K | 0.05% | +507 | New |
| Sigma Planning Corp | 507 | $259.2K | 0.02% | −1,083−68.1% | Reduced |
| Lion Street Advisors, LLC | 507 | $259.2K | 0.11% | +507 | New |
| Laidlaw Wealth Management LLC | 506 | $258.7K | 0.09% | −59−10.4% | Reduced |
| Desjardins Global Asset Management Inc. | 504 | $257.7K | 0.03% | −6,786−93.1% | Reduced |
| Kolinsky Wealth Management, LLC | 502 | $256.7K | 0.23% | −69−12.1% | Reduced |
| Neville Rodie & Shaw Inc | 500 | $256.0K | 0.02% | +500 | New |
| Mount Vernon Associates Inc | 500 | $256.0K | 0.25% | +500 | New |
| Riverbridge Partners LLC | 500 | $255.6K | 0.00% | +500 | New |
| TRUE Private Wealth Advisors | 500 | $255.6K | 0.03% | +500 | New |
| LM Advisors LLC | 500 | $255.6K | 0.05% | +500 | New |
| Moran Wealth Management, LLC | 497 | $254.1K | 0.01% | +497 | New |
| Fortis Capital Management LLC | 496 | $253.6K | 0.06% | +496 | New |
| North Star Investment Management Corp. | 490 | $250.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 486 | $248.5K | 0.04% | +486 | New |
| Montecito Bank & Trust | 485 | $248.0K | 0.05% | +485 | New |
| NewEdge Wealth, LLC | 484 | $247.3K | 0.01% | +484 | New |
| Aaron Wealth Advisors | 482 | $246.4K | 0.04% | +482 | New |
| Icon Wealth Advisors, LLC | 481 | $245.8K | 0.03% | +481 | New |
| Gsa Capital Partners LLP | 479 | $245.0K | 0.02% | −640−57.2% | Reduced |
| Money Concepts Capital Corp | 476 | $243.4K | 0.02% | +476 | New |
| Van Leeuwen & Company, LLC | 473 | $241.8K | 0.14% | +473 | New |
| Quadrant Capital Group LLC | 471 | $240.8K | 0.02% | +146+44.9% | Added |
| Greenland Capital Management LP | 470 | $240.3K | 0.04% | −15,699−97.1% | Reduced |
| Riverwater Partners LLC | 469 | $239.8K | 0.19% | +469 | New |
| Zions Bancorporation, N.A. | 465 | $237.8K | 0.02% | −175−27.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 461 | $235.7K | 0.25% | +461 | New |
| Alpha Family Trust | 460 | $235.2K | 0.16% | +460 | New |
| Ameritas Advisory Services, LLC | 486 | $233.8K | 0.01% | +486 | New |
| Patron Partners Advisors, LLC | 453 | $231.6K | 0.15% | +453 | New |
| Canandaigua National Bank & Trust Co | 450 | $230.1K | 0.04% | +450 | New |
| Oxford Financial Group Ltd | 450 | $230.1K | 0.02% | +450 | New |
| Advisors Capital Management, LLC | 450 | $230.0K | 0.00% | +450 | New |
| First Dallas Securities Inc. | 449 | $230.0K | 0.12% | +449 | New |
| Morningstar Investment Services LLC | 452 | $230.0K | 0.00% | +452 | New |
| Ingalls & Snyder LLC | 443 | $227.0K | 0.01% | +443 | New |
| Carmel Capital Partners, LLC | 443 | $226.5K | 0.12% | −500−53.0% | Reduced |
| Venturi Wealth Management, LLC | 442 | $226.0K | 0.02% | +51+13.0% | Added |
| Dorsey & Whitney Trust CO LLC | 442 | $226.0K | 0.02% | +442 | New |
| Ritter Daniher Financial Advisory LLC | 439 | $224.5K | 0.08% | −60−12.0% | Reduced |
| Lifestyle Asset Management, Inc. | 439 | $224.5K | 0.12% | +439 | New |
| Rehmann Capital Advisory Group | 438 | $223.9K | 0.02% | +438 | New |
| Delta Investment Management, LLC | 437 | $223.4K | 0.06% | +437 | New |
| Tactive Advisors, LLC | 436 | $222.9K | 0.14% | +436 | New |
| Confluence Wealth Services, Inc. | 435 | $222.4K | 0.02% | +435 | New |
| Oak Asset Management, LLC | 434 | $221.9K | 0.09% | +434 | New |
| Ritholtz Wealth Management | 433 | $221.4K | 0.01% | +433 | New |
| New Hampshire Trust | 430 | $219.9K | 0.05% | +430 | New |
| Ashton Thomas Private Wealth, LLC | 429 | $219.3K | 0.01% | +429 | New |
| Claret Asset Management Corp | 429 | $219.0K | 0.04% | +429 | New |
| InterOcean Capital Group, LLC | 426 | $217.8K | 0.01% | −141−24.9% | Reduced |
| Capital Asset Advisory Services LLC | 426 | $217.8K | 0.01% | +426 | New |
| Cooper Financial Group | 426 | $217.8K | 0.04% | +426 | New |
| Heritage Trust Co | 426 | $217.8K | 0.03% | +426 | New |
| Capula Management Ltd | 425 | $217.3K | 0.01% | +425 | New |
| Laurel Wealth Advisors LLC | 423 | $216.3K | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 423 | $216.3K | 0.12% | +423 | New |
| Fiduciary Family Office, LLC | 422 | $215.8K | 0.09% | +422 | New |
| Destination Wealth Management | 421 | $215.3K | 0.01% | +421 | New |
| Roble, Belko & Company, Inc | 421 | $215.0K | 0.04% | +14+3.4% | Added |
| Boston Private Wealth LLC | 419 | $214.2K | 0.01% | +419 | New |
| Regatta Capital Group, LLC | 416 | $212.7K | 0.06% | +416 | New |
| Lafayette Investments, Inc. | 413 | $211.2K | 0.05% | +413 | New |
| Horrell Capital Management, Inc. | 412 | $211.0K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 464 | $210.6K | 0.06% | +464 | New |
| Canvas Wealth Advisors, LLC | 437 | $209.7K | 0.08% | −528−54.7% | Reduced |
| Revolve Wealth Partners, LLC | 408 | $208.6K | 0.04% | +408 | New |
