| Evergreen Capital Management LLC | 449 | $279.0K | 0.01% | +76+20.4% | Added |
| McDaniel Terry & Co | 445 | $277.0K | 0.03% | −127−22.2% | Reduced |
| RKL Wealth Management LLC | 445 | $277.0K | 0.04% | +1+0.2% | Added |
| Busey Wealth Management | 445 | $277.0K | 0.01% | +445 | New |
| Highland Private Wealth Management | 444 | $276.0K | 0.04% | +59+15.3% | Added |
| Cooper/Haims Advisors, LLC | 434 | $270.0K | 0.16% | −100−18.7% | Reduced |
| Keel Point, LLC | 434 | $270.0K | 0.04% | −4−0.9% | Reduced |
| Jump Financial, LLC | 435 | $270.0K | 0.02% | +435 | New |
| Kozak & Associates, Inc. | 394 | $269.0K | 0.16% | +394 | New |
| Halbert Hargrove Global Advisors, LLC | 431 | $268.0K | 0.02% | +16+3.9% | Added |
| Valeo Financial Advisors, LLC | 427 | $266.0K | 0.02% | +427 | New |
| Valley National Advisers Inc | 425 | $264.0K | 0.05% | +1+0.2% | Added |
| Geller Advisors LLC | 425 | $264.0K | 0.06% | +10+2.4% | Added |
| Pinnacle Bancorp, Inc. | 424 | $264.0K | 0.11% | +20+5.0% | Added |
| Nwam LLC | 415 | $258.0K | 0.02% | +18+4.5% | Added |
| Bender Robert & Associates | 405 | $252.0K | 0.07% | +405 | New |
| Benchmark Financial Wealth Advisors, LLC | 401 | $250.0K | 0.12% | −6−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 402 | $250.0K | 0.01% | +36+9.8% | Added |
| Newbridge Financial Services Group, Inc. | 401 | $250.0K | 0.16% | +101+33.7% | Added |
| StoneX Group Inc. | 402 | $250.0K | 0.04% | +402 | New |
| American Investment Services, Inc. | 400 | $249.0K | 0.06% | −1−0.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 400 | $249.0K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $249.0K | 0.01% | −2,151−84.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 400 | $249.0K | 0.05% | +400 | New |
| Ingalls & Snyder LLC | 398 | $248.0K | 0.01% | +4+1.0% | Added |
| Lion Street Advisors, LLC | 395 | $246.0K | 0.13% | +395 | New |
| Liberty One Investment Management, LLC | 393 | $245.0K | 0.04% | −19−4.6% | Reduced |
| Titus Wealth Management | 393 | $245.0K | 0.13% | +393 | New |
| Beaumont Financial Partners, LLC | 394 | $244.0K | 0.02% | +394 | New |
| Mirabella Financial Services LLP | 391 | $243.0K | 0.03% | +391 | New |
| Level Four Advisory Services, LLC | 385 | $240.0K | 0.02% | −267−41.0% | Reduced |
| Symphony Financial, Ltd. Co. | 388 | $240.0K | 0.08% | −167−30.1% | Reduced |
| Alpha Cubed Investments, LLC | 386 | $240.0K | 0.02% | −10−2.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 383 | $238.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 382 | $238.0K | 0.00% | −101−20.9% | Reduced |
| Am Investment Strategies LLC | 382 | $238.0K | 0.06% | −54−12.4% | Reduced |
| Burns Matteson Capital Management, LLC | 381 | $237.1K | 0.18% | +3+0.8% | Added |
| Cardan Capital Partners, LLC | 380 | $236.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 380 | $236.0K | 0.01% | +380 | New |
| First Personal Financial Services | 375 | $233.0K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 369 | $230.0K | 0.04% | −76−17.1% | Reduced |
| Qtron Investments LLC | 370 | $230.0K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 368 | $229.0K | 0.02% | −45−10.9% | Reduced |
| PDS Planning, Inc | 368 | $229.0K | 0.05% | +368 | New |
| Childress Capital Advisors, LLC | 367 | $228.0K | 0.09% | +367 | New |
| Fort Point Capital Partners LLC | 364 | $227.0K | 0.04% | +364 | New |
| Interchange Capital Partners, LLC | 364 | $226.0K | 0.38% | 00.0% | Unchanged |
| AIA Group Ltd | 362 | $225.0K | 0.01% | +362 | New |
| Lantz Financial LLC | 360 | $224.0K | 0.11% | −24−6.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 356 | $222.0K | 0.06% | −49−12.1% | Reduced |
| Clearstead Advisors, LLC | 357 | $222.0K | 0.02% | +116+48.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 356 | $221.0K | 0.03% | −52−12.7% | Reduced |
| Summit Wealth Group, LLC | 355 | $221.0K | 0.35% | −20−5.3% | Reduced |
| TRUE Private Wealth Advisors | 356 | $221.0K | 0.03% | +356 | New |
| SG3 Management, LLC | 350 | $218.0K | 0.08% | −750−68.2% | Reduced |
| Magellan Asset Management Ltd | 350 | $218.0K | 0.00% | −22−5.9% | Reduced |
| Terry L. Blaker | 350 | $218.0K | 0.01% | +350 | New |
| Wedge Capital Management L L P | 351 | $218.0K | 0.00% | +351 | New |
| Roble, Belko & Company, Inc | 345 | $215.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 346 | $214.0K | 0.01% | +346 | New |
| Golden State Wealth Management, LLC | 342 | $213.0K | 0.05% | −30−8.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 342 | $213.0K | 0.18% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 312 | $213.0K | 0.07% | 00.0% | Unchanged |
| Teza Capital Management LLC | 343 | $213.0K | 0.10% | +343 | New |
| SignalPoint Asset Management, LLC | 338 | $210.0K | 0.07% | +338 | New |
| Lunia Capital LP | 338 | $210.0K | 6.33% | +338 | New |
| PFG Advisors | 337 | $210.0K | 0.02% | +337 | New |
| Nichols & Pratt Advisers LLP | 330 | $209.0K | 0.02% | +330 | New |
| Sargent Bickham Lagudis LLC | 335 | $208.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 334 | $208.0K | 0.05% | +15+4.7% | Added |
| NorthRock Partners, LLC | 333 | $207.0K | 0.02% | +333 | New |
| First National Bank of Omaha | 331 | $206.0K | 0.01% | +331 | New |
| Anchor Investment Management, LLC | 331 | $206.0K | 0.03% | +37+12.6% | Added |
| Hanson & Doremus Investment Management | 329 | $205.0K | 0.05% | +329 | New |
| Investment House LLC | 328 | $204.0K | 0.01% | +328 | New |
| Claret Asset Management Corp | 328 | $204.0K | 0.03% | +328 | New |
| FRG Family Wealth Advisors LLC | 325 | $202.0K | 0.04% | +325 | New |
| Spinnaker Trust | 323 | $201.0K | 0.01% | +323 | New |
| John W. Brooker & Co., CPAs | 300 | $187.0K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 282 | $176.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 281 | $175.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 276 | $172.0K | 0.05% | +6+2.2% | Added |
| Glen Eagle Advisors, LLC | 274 | $170.5K | 0.05% | +33+13.7% | Added |
| Sutton Wealth Advisors Inc. | 269 | $167.4K | 0.06% | +2+0.7% | Added |
| Parkside Financial Bank & Trust | 266 | $165.0K | 0.05% | +25+10.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 256 | $159.0K | 0.06% | +236+1,180.0% | Added |
| Endurance Wealth Management, Inc. | 247 | $154.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 240 | $149.0K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 232 | $144.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 229 | $142.0K | 0.00% | +177+340.4% | Added |
| Creative Financial Designs Inc | 224 | $139.0K | 0.02% | +2+0.9% | Added |
| Carolinas Wealth Consulting LLC | 223 | $139.0K | 0.03% | +7+3.2% | Added |
| Total Clarity Wealth Management, Inc. | 221 | $138.0K | 0.07% | +221 | New |
| CX Institutional | 217 | $135.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 211 | $131.0K | 0.02% | +3+1.4% | Added |
| Assetmark, Inc | 204 | $127.0K | 0.00% | +189+1,260.0% | Added |
| Meridian Wealth Partners, LLC | 203 | $127.0K | 0.03% | +203 | New |
| Coastal Capital Group, Inc. | 192 | $119.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 189 | $118.0K | 0.02% | +25+15.2% | Added |
| Kistler-Tiffany Companies, LLC | 187 | $116.0K | 0.03% | −205−52.3% | Reduced |
