| Baron Wealth Management LLC | 867 | $223.4K | 0.17% | +867 | New |
| Fisher Asset Management, LLC | 859 | $221.0K | 0.00% | −119−12.2% | Reduced |
| Financial Management Professionals, Inc. | 857 | $221.0K | 0.05% | +740+632.5% | Added |
| Integrated Wealth Concepts LLC | 858 | $221.0K | 0.01% | +858 | New |
| Gamco Investors, Inc. Et Al | 856 | $220.6K | 0.00% | +856 | New |
| TRUE Private Wealth Advisors | 853 | $219.8K | 0.03% | +853 | New |
| Thomas White International Ltd | 850 | $219.1K | 0.05% | −344−28.8% | Reduced |
| Main Street Financial Solutions, LLC | 851 | $219.0K | 0.03% | +851 | New |
| Lido Advisors, LLC | 847 | $218.4K | 0.00% | +847 | New |
| Renasant Bank | 841 | $216.7K | 0.16% | +841 | New |
| EPG Wealth Management LLC | 835 | $215.3K | 0.08% | +835 | New |
| Insigneo Advisory Services, LLC | 830 | $214.0K | 0.08% | +830 | New |
| Fortis Capital Advisors, LLC | 829 | $213.6K | 0.13% | +829 | New |
| Marks Group Wealth Management, Inc | 828 | $213.4K | 0.03% | +828 | New |
| Personal Cfo Solutions, LLC | 825 | $212.7K | 0.05% | +825 | New |
| Kestra Private Wealth Services, LLC | 825 | $212.6K | 0.01% | +825 | New |
| Aptus Capital Advisors, LLC | 825 | $212.6K | 0.01% | +825 | New |
| Relative Value Partners Group, LLC | 820 | $211.3K | 0.01% | +820 | New |
| SeaCrest Wealth Management, LLC | 811 | $209.1K | 0.03% | +811 | New |
| Retirement Planning Co of New England, Inc. | 809 | $208.6K | 0.14% | +809 | New |
| Matrix Private Capital Group LLC | 806 | $208.4K | 0.14% | +806 | New |
| Valeo Financial Advisors, LLC | 808 | $208.3K | 0.01% | +808 | New |
| Gotham Asset Management, LLC | 801 | $206.4K | 0.01% | +801 | New |
| Transamerica Financial Advisors, Inc. | 798 | $206.0K | 0.03% | +105+15.2% | Added |
| Leavell Investment Management, Inc. | 795 | $206.0K | 0.02% | +795 | New |
| Radnor Capital Management, LLC | 771 | $206.0K | 0.05% | +771 | New |
| Raymond James Trust Co. of NH | 800 | $206.0K | 1.85% | +800 | New |
| Brighton Jones LLC | 799 | $206.0K | 0.01% | +799 | New |
| Northeast Financial Consultants Inc | 798 | $205.7K | 0.01% | +798 | New |
| PFG Advisors | 798 | $205.6K | 0.02% | +798 | New |
| WealthTrust Axiom LLC | 797 | $205.4K | 0.07% | +797 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 796 | $205.1K | 0.20% | +796 | New |
| Parcion Private Wealth LLC | 794 | $204.6K | 0.02% | +794 | New |
| Cozad Asset Management Inc | 792 | $204.1K | 0.03% | +792 | New |
| Patton Fund Management, Inc. | 792 | $204.0K | 0.06% | +792 | New |
| Titleist Asset Management, Ltd. | 790 | $203.7K | 0.05% | +790 | New |
| Tilt Investment Management Holdings, PBC | 774 | $200.1K | 0.17% | +774 | New |
| Wedbush Securities Inc | 778 | $200.0K | 0.01% | +778 | New |
| Harbour Investments, Inc. | 745 | $191.9K | 0.01% | +48+6.9% | Added |
| Ariel Investments, LLC | 714 | $184.0K | 0.00% | −13−1.8% | Reduced |
| Acadian Asset Management LLC | 711 | $182.0K | 0.00% | −10,876−93.9% | Reduced |
| Evermay Wealth Management LLC | 693 | $179.2K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 660 | $170.0K | 0.16% | 00.0% | Unchanged |
| Vestor Capital, LLC | 661 | $170.0K | 0.02% | +233+54.4% | Added |
| Private Trust Co NA | 623 | $161.0K | 0.02% | +33+5.6% | Added |
| Horizon Bancorp Inc | 623 | $161.0K | 0.09% | +623 | New |
| McIlrath & Eck, LLC | 616 | $158.8K | 0.04% | +1+0.2% | Added |
| DT Investment Partners, LLC | 614 | $158.2K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 600 | $154.6K | 0.22% | −100−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 596 | $153.6K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 596 | $153.6K | 0.12% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 595 | $153.0K | 0.00% | +20+3.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 567 | $146.1K | 0.07% | +567 | New |
| Park Place Capital Corp | 522 | $135.0K | 0.04% | +522 | New |
| Tradition Wealth Management, LLC | 508 | $131.0K | 0.02% | +3+0.6% | Added |
| Desjardins Global Asset Management Inc. | 507 | $130.0K | 0.02% | +15+3.0% | Added |
| Cambridge Trust Co | 500 | $129.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $129.0K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 496 | $127.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 495 | $127.4K | 0.01% | +29+6.2% | Added |
| KB Financial Partners, LLC | 494 | $127.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 480 | $123.8K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 473 | $122.0K | 0.03% | +360+318.6% | Added |
| Column Capital Advisors, LLC | 473 | $121.9K | 0.02% | −30−6.0% | Reduced |
| Independence Bank of Kentucky | 470 | $121.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 458 | $118.0K | 0.03% | +174+61.3% | Added |
| Dougherty Wealth Advisers LLC | 456 | $117.5K | 0.19% | 00.0% | Unchanged |
| Comerica Securities,inc. | 451 | $116.6K | 0.01% | +451 | New |
| Harel Insurance Investments & Financial Services Ltd. | 447 | $115.0K | 0.00% | −78−14.9% | Reduced |
| Parkside Financial Bank & Trust | 429 | $110.6K | 0.03% | +38+9.7% | Added |
| EverSource Wealth Advisors, LLC | 429 | $110.6K | 0.02% | −14−3.2% | Reduced |
| Trust Co of Vermont | 425 | $109.5K | 0.01% | −22−4.9% | Reduced |
| Baldwin Brothers Inc | 423 | $109.0K | 0.01% | −18−4.1% | Reduced |
| Marquette Asset Management, LLC | 410 | $105.7K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 408 | $105.1K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 407 | $104.9K | 0.00% | +407 | New |
| Anchor Investment Management, LLC | 389 | $100.2K | 0.01% | −350−47.4% | Reduced |
| Benjamin Edwards Inc | 388 | $100.0K | 0.03% | +3+0.8% | Added |
| Heritage Wealth Advisors | 378 | $97.4K | 0.01% | +217+134.8% | Added |
| JFS Wealth Advisors, LLC | 373 | $96.1K | 0.01% | −2−0.5% | Reduced |
| Key Financial Inc | 417 | $93.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 356 | $91.7K | 0.01% | −28−7.3% | Reduced |
| DuPont Capital Management Corp | 352 | $90.7K | 0.00% | +148+72.5% | Added |
| Brown Brothers Harriman & Co | 339 | $87.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 327 | $84.3K | 0.00% | −6−1.8% | Reduced |
| Emfo, LLC | 325 | $83.8K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 310 | $79.9K | 0.00% | +155+100.0% | Added |
| Global Financial Private Client, LLC | 308 | $79.4K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 302 | $77.8K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 290 | $76.1K | 0.03% | +290 | New |
| Umb Bank N A | 293 | $76.0K | 0.00% | −270−48.0% | Reduced |
| Prestige Wealth Management Group LLC | 284 | $73.4K | 0.02% | −1−0.4% | Reduced |
| American State Bank (Iowa) | 284 | $73.2K | 0.06% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 277 | $71.4K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 275 | $71.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $69.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 269 | $69.3K | 0.00% | −103−27.7% | Reduced |
| Walleye Trading LLC | 262 | $67.5K | 0.00% | +262 | New |
| Ellevest, Inc. | 258 | $66.5K | 0.01% | −64−19.9% | Reduced |
| Glassman Wealth Services | 251 | $64.7K | 0.01% | +3+1.2% | Added |
