| Cerity Partners LLC | 480 | $396.0K | 0.00% | +56+13.2% | Added |
| Wealthspire Advisors, LLC | 471 | $390.0K | 0.01% | +3+0.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 468 | $387.0K | 0.04% | −226−32.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 464 | $384.0K | 0.02% | +66+16.6% | Added |
| C2C Wealth Management, LLC | 400 | $379.0K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 458 | $379.0K | 0.02% | +458 | New |
| Brown Advisory Inc | 454 | $376.0K | 0.00% | +88+24.0% | Added |
| Hudson Portfolio Management LLC | 454 | $375.0K | 0.44% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 451 | $373.0K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 449 | $372.0K | 0.10% | −20−4.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 449 | $372.0K | 0.03% | +142+46.3% | Added |
| Regions Financial Corp | 446 | $369.0K | 0.00% | −1−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 445 | $368.0K | 0.11% | −23−4.9% | Reduced |
| Belpointe Asset Management LLC | 443 | $367.0K | 0.02% | −30−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 443 | $367.0K | 0.01% | +21+5.0% | Added |
| LVW Advisors, LLC | 439 | $363.0K | 0.08% | −6−1.3% | Reduced |
| Malaga Cove Capital, LLC | 432 | $358.0K | 0.20% | −1−0.2% | Reduced |
| Independent Advisor Alliance | 432 | $358.0K | 0.02% | +22+5.4% | Added |
| Mount Yale Investment Advisors, LLC | 424 | $351.0K | 0.05% | +424 | New |
| Fiduciary Trust Co | 422 | $349.0K | 0.01% | −5−1.2% | Reduced |
| Carret Asset Management, LLC | 422 | $349.0K | 0.05% | +54+14.7% | Added |
| Private Capital Management LLC | 414 | $343.0K | 0.13% | −1−0.2% | Reduced |
| Shilanski & Associates, Inc. | 414 | $343.0K | 0.13% | +414 | New |
| Alta Capital Management LLC | 414 | $342.0K | 0.03% | +8+2.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 410 | $339.0K | 0.01% | −35−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 405 | $335.0K | 0.01% | +385+1,925.0% | Added |
| Trillium Asset Management, LLC | 402 | $333.0K | 0.01% | +402 | New |
| Lattice Capital Management, LLC | 400 | $331.0K | 0.53% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 400 | $331.0K | 0.40% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 395 | $327.0K | 0.08% | −6−1.5% | Reduced |
| Schnieders Capital Management LLC | 395 | $327.0K | 0.09% | 00.0% | Unchanged |
| Winton Group Ltd | 390 | $323.0K | 0.02% | −70−15.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 383 | $320.3K | 0.00% | −6−1.5% | Reduced |
| Toroso Investments, LLC | 374 | $310.0K | 0.01% | −10,063−96.4% | Reduced |
| CWM, LLC | 371 | $308.0K | 0.00% | −47−11.2% | Reduced |
| Visionary Wealth Advisors | 371 | $307.0K | 0.03% | −24−6.1% | Reduced |
| Freestone Capital Holdings, LLC | 370 | $306.0K | 0.01% | −52−12.3% | Reduced |
| Accuvest Global Advisors | 365 | $302.0K | 0.21% | −269−42.4% | Reduced |
| Level Four Advisory Services, LLC | 360 | $298.0K | 0.03% | +8+2.3% | Added |
| Capasso Planning Partners LLC | 358 | $296.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 355 | $294.0K | 0.49% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 353 | $292.0K | 0.01% | −76−17.7% | Reduced |
| SWM Advisors | 350 | $290.0K | 0.27% | 00.0% | Unchanged |
| Baader Bank INC | 350 | $289.7K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 348 | $288.0K | 0.04% | −3−0.9% | Reduced |
| Aigen Investment Management, LP | 346 | $286.0K | 0.04% | +346 | New |
| Gladstone Institutional Advisory LLC | 339 | $281.0K | 0.02% | −55−14.0% | Reduced |
| Cloverfields Capital Group, LP | 339 | $281.0K | 0.10% | +5+1.5% | Added |
| Bensler, LLC | 338 | $279.8K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 337 | $279.0K | 0.01% | −22−6.1% | Reduced |
| FDx Advisors, Inc. | 335 | $277.0K | 0.01% | +335 | New |
| Verdence Capital Advisors LLC | 332 | $275.0K | 0.04% | +332 | New |
| Seaport Global Advisors, LLC | 328 | $272.0K | 1.11% | +11+3.5% | Added |
| IFP Advisors, Inc | 698 | $270.0K | 0.01% | +99+16.5% | Added |
| RMR Wealth Builders | 325 | $269.0K | 0.07% | −453−58.2% | Reduced |
| Comerica Bank | 324 | $268.0K | 0.00% | −19−5.5% | Reduced |
| Orion Portfolio Solutions, LLC | 321 | $266.0K | 0.01% | +321 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 320 | $265.0K | 0.01% | +4+1.3% | Added |
| Dimensional Fund Advisors LP | 320 | $264.0K | 0.00% | +320 | New |
| Tiaa, FSB | 314 | $260.0K | 0.00% | +314 | New |
| Resurgent Financial Advisors LLC | 311 | $258.0K | 0.18% | +311 | New |
| Northwest Capital Management Inc | 307 | $254.0K | 0.15% | +307 | New |
| Cherry Creek Investment Advisors, Inc. | 307 | $254.0K | 0.21% | +307 | New |
| Berkeley Capital Partners, LLC | 306 | $253.0K | 0.11% | +306 | New |
| Grandview Asset Management LLC | 305 | $252.0K | 0.16% | −50−14.1% | Reduced |
| Confluence Investment Management LLC | 304 | $252.0K | 0.00% | +304 | New |
| Ieq Capital, LLC | 303 | $251.0K | 0.01% | −927−75.4% | Reduced |
| Kingsview Wealth Management, LLC | 301 | $249.0K | 0.01% | +301 | New |
| Twelve Points Wealth Management LLC | 301 | $249.0K | 0.19% | +301 | New |
| Woodward Diversified Capital, LLC | 300 | $248.0K | 0.20% | −84−21.9% | Reduced |
| Western Wealth Management, LLC | 302 | $248.0K | 0.01% | +302 | New |
| Dorchester Wealth Management Co | 297 | $246.0K | 0.05% | +297 | New |
| Beacon Pointe Advisors, LLC | 295 | $243.0K | 0.01% | +295 | New |
| Veritable, L.P. | 291 | $241.0K | 0.00% | +291 | New |
| Alpha Omega Wealth Management LLC | 291 | $241.0K | 0.05% | +291 | New |
| True North Advisors, LLC | 286 | $236.0K | 0.08% | +286 | New |
| Fortress Wealth Group, LLC | 284 | $235.0K | 0.18% | +284 | New |
| Telemetry Investments, L.L.C. | 283 | $234.0K | 0.38% | +283 | New |
| Catalyst Private Wealth, LLC | 282 | $233.0K | 0.18% | +282 | New |
| Acorn Financial Advisory Services Inc | 280 | $232.0K | 0.06% | +280 | New |
| Anchor Investment Management, LLC | 279 | $231.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 276 | $228.0K | 0.02% | −53−16.1% | Reduced |
| BSW Wealth Partners | 275 | $228.0K | 0.06% | +275 | New |
| Seven Post Investment Office LP | 266 | $220.0K | 0.09% | +266 | New |
| Great Valley Advisor Group, Inc. | 255 | $211.0K | 0.01% | +255 | New |
| Stamos Capital Partners, L.P. | 250 | $207.0K | 0.05% | +250 | New |
| Pinnacle Associates Ltd | 248 | $205.0K | 0.00% | +248 | New |
| Signaturefd, LLC | 239 | $198.0K | 0.01% | +1+0.4% | Added |
| Parallel Advisors, LLC | 209 | $173.0K | 0.01% | +1+0.5% | Added |
| Credit Agricole S A | 208 | $172.0K | 0.01% | −4,421−95.5% | Reduced |
| Brown Brothers Harriman & Co | 208 | $172.0K | 0.00% | +5+2.5% | Added |
| First Horizon Advisors, Inc. | 202 | $166.0K | 0.01% | +22+12.2% | Added |
| Goodman Advisory Group, LLC | 187 | $155.0K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 180 | $149.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 174 | $144.0K | 0.01% | −14−7.4% | Reduced |
| Seeyond | 174 | $144.0K | 0.02% | +47+37.0% | Added |
| SG3 Management, LLC | 172 | $142.4K | 0.09% | +122+244.0% | Added |
| Bellevue Group AG | 170 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 167 | $138.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $132.0K | 0.04% | 00.0% | Unchanged |
