| Merriman Wealth Management, LLC | 575 | $258.8K | 0.01% | +18+3.2% | Added |
| Seelaus Asset Management LLC | 575 | $258.5K | 0.24% | −120−17.3% | Reduced |
| Oxford Asset Management LLP | 574 | $258.1K | 0.21% | +574 | New |
| Financial Counselors Inc | 573 | $257.6K | 0.00% | −6−1.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 572 | $257.2K | 0.19% | −252−30.6% | Reduced |
| Dash Acquisitions Inc. | 555 | $256.8K | 0.06% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 569 | $256.0K | 0.00% | −44−7.2% | Reduced |
| Waterloo Capital, L.P. | 569 | $255.9K | 0.03% | +569 | New |
| Torray LLC | 566 | $254.5K | 0.04% | +566 | New |
| Aspen Investment Management Inc | 565 | $254.0K | 0.12% | −35−5.8% | Reduced |
| Adviser Investments LLC | 557 | $250.3K | 0.00% | +557 | New |
| Proficio Capital Partners LLC | 557 | $250.3K | 0.02% | −52−8.5% | Reduced |
| Wellspring Financial Advisors, LLC | 554 | $249.2K | 0.03% | −2−0.4% | Reduced |
| Corton Capital Inc. | 551 | $247.7K | 0.12% | +551 | New |
| Relyea Zuckerberg Hanson LLC | 549 | $246.8K | 0.04% | +549 | New |
| German American Bancorp, Inc. | 546 | $245.5K | 0.03% | +15+2.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 546 | $245.5K | 0.07% | +166+43.7% | Added |
| Kapitalo Investimentos Ltda | 545 | $245.0K | 0.06% | +545 | New |
| First Affirmative Financial Network | 544 | $244.8K | 0.13% | +544 | New |
| Mutual Advisors, LLC | 524 | $243.8K | 0.01% | +524 | New |
| Gladstone Institutional Advisory LLC | 541 | $243.3K | 0.01% | +541 | New |
| Quantum Financial Advisors, LLC | 540 | $242.8K | 0.04% | +540 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 539 | $242.4K | 0.06% | +539 | New |
| Flynn Zito Capital Management, LLC | 539 | $242.3K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 538 | $241.9K | 0.00% | +538 | New |
| Procyon Private Wealth Partners, LLC | 538 | $241.4K | 0.02% | +13+2.5% | Added |
| Hanson & Doremus Investment Management | 533 | $240.0K | 0.04% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 530 | $238.8K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 531 | $238.8K | 0.02% | +136+34.4% | Added |
| Cassaday & Co Wealth Management LLC | 529 | $237.9K | 0.01% | +529 | New |
| Ssi Investment Management LLC | 527 | $237.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 524 | $235.6K | 0.05% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 524 | $235.4K | 0.12% | 00.0% | Unchanged |
| First National Trust Co | 523 | $235.2K | 0.01% | −2−0.4% | Reduced |
| Claret Asset Management Corp | 522 | $235.0K | 0.04% | +3+0.6% | Added |
| Garrett Investment Advisors LLC | 522 | $234.7K | 0.02% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 521 | $234.3K | 0.02% | −124−19.2% | Reduced |
| MBE Wealth Management, LLC | 521 | $234.3K | 0.13% | 00.0% | Unchanged |
| Bell Bank | 520 | $233.8K | 0.03% | −1,199−69.7% | Reduced |
| Private Trust Co NA | 519 | $233.4K | 0.02% | −74−12.5% | Reduced |
| Vista Investment Partners LLC | 512 | $230.2K | 0.07% | +512 | New |
| Legacy Advisors, LLC | 511 | $229.8K | 0.02% | +511 | New |
| Optiver Holding B.V. | 507 | $228.0K | 0.01% | +507 | New |
| Advus Financial Partners, LLC | 506 | $227.5K | 0.06% | +506 | New |
| Tower Wealth Partners, Inc. | 505 | $227.1K | 0.13% | +505 | New |
| Independent Financial Group, LLC | 503 | $226.4K | 0.01% | +503 | New |
| Primoris Wealth Advisors, LLC | 502 | $225.7K | 0.16% | +502 | New |
| Cambiar Investors LLC | 501 | $225.3K | 0.01% | +501 | New |
| Alta Advisers Ltd | 500 | $224.8K | 0.10% | 00.0% | Unchanged |
| Monument Capital Management | 498 | $223.9K | 0.06% | +498 | New |
| Essex Financial Services, Inc. | 476 | $223.8K | 0.02% | −22−4.4% | Reduced |
| Catalyst Financial Partners LLC | 496 | $223.0K | 0.04% | +496 | New |
| Integrated Investment Consultants, LLC | 495 | $222.6K | 0.05% | +495 | New |
| Smallwood Wealth Investment Management, LLC | 492 | $221.1K | 0.16% | +492 | New |
| NBC Securities, Inc. | 492 | $221.0K | 0.02% | −51−9.4% | Reduced |
| Family Firm, Inc. | 486 | $218.6K | 0.05% | +1+0.2% | Added |
| Annex Advisory Services, LLC | 486 | $218.5K | 0.01% | +486 | New |
| NTV Asset Management LLC | 485 | $218.1K | 0.03% | +485 | New |
| Insight Wealth Partners, LLC | 484 | $217.6K | 0.13% | +484 | New |
| Baron Silver Stevens Financial Advisors, LLC | 482 | $216.7K | 0.04% | +482 | New |
| McElhenny Sheffield Capital Management, LLC | 478 | $214.9K | 0.07% | −95−16.6% | Reduced |
| Sivia Capital Partners, LLC | 476 | $214.0K | 0.13% | +476 | New |
| Transcend Wealth Collective, LLC | 475 | $213.7K | 0.01% | −134−22.0% | Reduced |
| Keebeck Alpha, LP | 474 | $213.1K | 0.14% | −656−58.1% | Reduced |
| Prelude Capital Management, LLC | 474 | $213.1K | 0.02% | −610−56.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 474 | $213.1K | 0.01% | +474 | New |
| Global Trust Asset Management, LLC | 471 | $211.9K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 471 | $211.8K | 0.03% | +471 | New |
| Ninety One SA (PTY) Ltd | 469 | $210.9K | 0.05% | −271−36.6% | Reduced |
| Independence Bank of Kentucky | 469 | $210.9K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 468 | $210.4K | 0.03% | +4+0.9% | Added |
| Farmers Trust Co | 468 | $210.4K | 0.04% | +468 | New |
| Douglass Winthrop Advisors, LLC | 464 | $208.6K | 0.00% | +464 | New |
| Nadler Financial Group, Inc. | 463 | $208.2K | 0.02% | +463 | New |
| Oak Harvest Investment Services | 462 | $207.8K | 0.03% | +462 | New |
| Advisor Resource Council | 460 | $206.8K | 0.09% | +460 | New |
| Autumn Glory Partners, LLC | 430 | $206.2K | 0.08% | +430 | New |
| CoreCap Advisors, LLC | 456 | $205.2K | 0.01% | +456 | New |
| Dougherty Wealth Advisers LLC | 456 | $205.0K | 0.16% | 00.0% | Unchanged |
| Claro Advisors LLC | 455 | $204.6K | 0.03% | +455 | New |
| Convergence Investment Partners, LLC | 451 | $202.8K | 0.05% | +451 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 451 | $202.8K | 0.01% | −50−10.0% | Reduced |
| Patron Partners Advisors, LLC | 451 | $202.8K | 0.11% | +451 | New |
| Riverview Trust Co | 449 | $201.9K | 0.18% | +4+0.9% | Added |
| Phoenix Holdings Ltd. | 448 | $201.8K | 0.00% | +448 | New |
| Symphony Financial, Ltd. Co. | 451 | $201.5K | 0.03% | +451 | New |
| DRW Securities, LLC | 448 | $201.4K | 0.01% | −905−66.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 441 | $198.3K | 0.02% | +441 | New |
| Key Financial Inc | 440 | $197.8K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 439 | $197.4K | 0.00% | +85+24.0% | Added |
| Deseret Mutual Benefit Administrators | 435 | $195.6K | 0.10% | −13−2.9% | Reduced |
| Anchor Investment Management, LLC | 435 | $195.6K | 0.02% | +16+3.8% | Added |
| Bogart Wealth, LLC | 419 | $188.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 418 | $187.0K | 0.01% | +16+4.0% | Added |
| First Horizon Advisors, Inc. | 398 | $179.0K | 0.00% | +80+25.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 388 | $174.5K | 0.00% | +32+9.0% | Added |
| Icon Wealth Advisors, LLC | 387 | $174.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 376 | $168.9K | 0.01% | +2+0.5% | Added |
| Cromwell Holdings LLC | 374 | $168.5K | 0.11% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 372 | $167.3K | 0.14% | −21−5.3% | Reduced |
