| DSC Advisors, L.P. | 570 | $313.0K | 0.30% | −309−35.2% | Reduced |
| Advisory Resource Group | 570 | $313.0K | 0.13% | +570 | New |
| Altus Wealth Group LLC | 564 | $310.0K | 0.30% | −4−0.7% | Reduced |
| RB Capital Management, LLC | 562 | $309.0K | 0.12% | +24+4.5% | Added |
| Thoroughbred Financial Services, LLC | 562 | $309.0K | 0.08% | +562 | New |
| Gyon Technologies Capital Management, LP | 560 | $308.0K | 0.10% | +560 | New |
| Symphony Financial, Ltd. Co. | 555 | $306.0K | 0.10% | −526−48.7% | Reduced |
| Ssi Investment Management LLC | 551 | $303.0K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 549 | $302.0K | 0.02% | −8−1.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 543 | $298.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 540 | $297.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 535 | $294.0K | 0.01% | +173+47.8% | Added |
| Cooper/Haims Advisors, LLC | 534 | $293.0K | 0.19% | +100+23.0% | Added |
| Triangle Securities Wealth Management | 527 | $290.0K | 0.10% | +527 | New |
| RiverGlades Family Offices LLC | 525 | $289.0K | 0.22% | 00.0% | Unchanged |
| Maven Securities LTD | 525 | $289.0K | 0.03% | +119+29.3% | Added |
| HMS Capital Management, LLC | 522 | $287.0K | 0.13% | +83+18.9% | Added |
| RMB Capital Management, LLC | 520 | $286.0K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 516 | $284.0K | 0.17% | −9−1.7% | Reduced |
| Dorchester Wealth Management Co | 517 | $284.0K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 510 | $281.0K | 0.04% | +1+0.2% | Added |
| Greytown Advisors Inc. | 507 | $279.0K | 0.14% | +76+17.6% | Added |
| Woodstock Corp | 505 | $278.0K | 0.03% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 506 | $278.0K | 0.11% | +506 | New |
| Private Portfolio Partners LLC | 505 | $277.5K | 0.08% | −10−1.9% | Reduced |
| First Horizon Advisors, Inc. | 506 | $277.0K | 0.01% | +89+21.3% | Added |
| Probity Advisors, Inc. | 504 | $277.0K | 0.06% | +504 | New |
| Baldwin Brothers Inc | 500 | $275.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 500 | $275.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 500 | $275.0K | 0.25% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 485 | $267.0K | 0.06% | −13−2.6% | Reduced |
| Delta Investment Management, LLC | 485 | $267.0K | 0.08% | +20+4.3% | Added |
| Trustcore Financial Services, LLC | 484 | $266.0K | 0.03% | −16−3.2% | Reduced |
| V Wealth Advisors LLC | 484 | $266.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 483 | $265.0K | 0.00% | +3+0.6% | Added |
| Opes Wealth Management LLC | 478 | $263.0K | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 476 | $262.0K | 0.02% | −43−8.3% | Reduced |
| Conway Capital Management, Inc. | 475 | $261.0K | 0.18% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 474 | $260.5K | 0.13% | −236,578−99.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 470 | $258.0K | 0.02% | +470 | New |
| Flputnam Investment Management Co | 463 | $254.0K | 0.01% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 458 | $252.0K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 457 | $251.0K | 0.07% | −99−17.8% | Reduced |
| Capital Advisors Inc | 457 | $251.0K | 0.01% | +16+3.6% | Added |
| Winthrop Advisory Group LLC | 457 | $251.0K | 0.06% | +34+8.0% | Added |
| QCM Cayman, Ltd. | 455 | $250.0K | 0.65% | +455 | New |
| Gsa Capital Partners LLP | 453 | $249.0K | 0.03% | +453 | New |
| Sustainable Insight Capital Management, LLC | 451 | $248.0K | 0.15% | −74−14.1% | Reduced |
| Apollon Wealth Management, LLC | 452 | $248.0K | 0.04% | +53+13.3% | Added |
| Newman Dignan & Sheerar, Inc. | 452 | $248.0K | 0.08% | +452 | New |
| Lenox Wealth Advisors, LLC | 450 | $247.0K | 0.03% | +228+102.7% | Added |
| Beese Fulmer Investment Management, Inc. | 447 | $246.0K | 0.03% | −10−2.2% | Reduced |
| DRW Securities, LLC | 446 | $245.0K | 0.03% | +3+0.7% | Added |
| Avestar Capital, LLC | 445 | $245.0K | 0.05% | +66+17.4% | Added |
| RKL Wealth Management LLC | 444 | $244.0K | 0.03% | −34−7.1% | Reduced |
| Personal Capital Advisors Corp | 442 | $243.0K | 0.00% | −146−24.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 435 | $242.0K | 0.10% | +435 | New |
| Keel Point, LLC | 438 | $241.0K | 0.03% | +8+1.9% | Added |
| Chicago Partners Investment Group LLC | 411 | $240.0K | 0.02% | +411 | New |
| Integrated Investment Consultants, LLC | 437 | $240.0K | 0.07% | +437 | New |
| Am Investment Strategies LLC | 436 | $240.0K | 0.06% | +436 | New |
| MJP Associates Inc | 432 | $237.0K | 0.08% | −43−9.1% | Reduced |
| Holderness Investments Co | 432 | $237.0K | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 425 | $234.0K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 424 | $233.0K | 0.04% | +155+57.6% | Added |
| Nicholas Hoffman & Company, LLC. | 418 | $230.0K | 0.04% | +418 | New |
| Geller Advisors LLC | 415 | $228.0K | 0.05% | −1−0.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 415 | $228.0K | 0.02% | +415 | New |
| Avidian Wealth Solutions, LLC | 413 | $227.0K | 0.02% | +413 | New |
| Liberty One Investment Management, LLC | 412 | $226.0K | 0.04% | +86+26.4% | Added |
| Miracle Mile Advisors, LLC | 411 | $226.0K | 0.01% | +411 | New |
| Gerber Kawasaki Wealth & Investment Management | 408 | $224.0K | 0.02% | +408 | New |
| Benchmark Financial Wealth Advisors, LLC | 407 | $224.0K | 0.11% | +407 | New |
| Redhawk Wealth Advisors, Inc. | 405 | $223.0K | 0.05% | +5+1.3% | Added |
| Pinnacle Bancorp, Inc. | 404 | $222.0K | 0.10% | 00.0% | Unchanged |
| DFPG Investments, LLC | 396 | $221.0K | 0.08% | −217−35.4% | Reduced |
| ARS Wealth Advisors, LLC | 400 | $220.0K | 0.04% | −100−20.0% | Reduced |
| American Investment Services, Inc. | 401 | $220.0K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $220.0K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 397 | $218.0K | 0.02% | −3,181−88.9% | Reduced |
| Alpha Cubed Investments, LLC | 396 | $218.0K | 0.02% | +396 | New |
| Salvus Wealth Management, LLC | 400 | $218.0K | 0.18% | +400 | New |
| First Horizon Corp | 395 | $217.0K | 0.02% | +2+0.5% | Added |
| Ingalls & Snyder LLC | 394 | $217.0K | 0.01% | +394 | New |
| Kistler-Tiffany Companies, LLC | 392 | $215.0K | 0.05% | +114+41.0% | Added |
| Inspire Advisors, LLC | 388 | $213.0K | 0.07% | −498−56.2% | Reduced |
| Smithfield Trust Co | 386 | $212.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 385 | $212.0K | 0.01% | +385 | New |
| Johnson Financial Group, Inc. | 384 | $211.0K | 0.01% | −433−53.0% | Reduced |
| Highland Private Wealth Management | 385 | $211.0K | 0.03% | −30−7.2% | Reduced |
| Lantz Financial LLC | 384 | $211.0K | 0.11% | −32−7.7% | Reduced |
| Axiom Investment Management LLC | 383 | $211.0K | 0.16% | +383 | New |
| Mason Investment Advisory Services, Inc. | 383 | $210.5K | 0.02% | +383 | New |
| Cardan Capital Partners, LLC | 380 | $209.0K | 0.02% | +380 | New |
| Burns Matteson Capital Management, LLC | 378 | $207.7K | 0.16% | +378 | New |
| Bel Air Investment Advisors LLC | 375 | $206.0K | 0.01% | −327−46.6% | Reduced |
| Citizens Financial Group Inc | 374 | $206.0K | 0.01% | −32−7.9% | Reduced |
| Summit Wealth Group, LLC | 375 | $206.0K | 0.31% | −16−4.1% | Reduced |
| First Personal Financial Services | 375 | $206.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 373 | $205.0K | 0.01% | +373 | New |
