| Mesirow Financial Investment Management, Inc. | 293 | $206.6K | 0.01% | +293 | New |
| Knightsbridge Asset Management, LLC | 292 | $206.3K | 0.06% | +292 | New |
| Eagle Bay Advisors LLC | 292 | $206.3K | 0.13% | +22+8.1% | Added |
| Tidemark, LLC | 291 | $205.6K | 0.13% | +291 | New |
| Crown Wealth Group, LLC | 290 | $204.9K | 0.12% | +290 | New |
| Lantern Wealth Advisors, LLC | 290 | $204.9K | 0.16% | +290 | New |
| Mirador Capital Partners LP | 289 | $204.2K | 0.04% | +289 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 287 | $202.8K | 0.01% | +287 | New |
| Spinnaker Investment Group, LLC | 287 | $202.8K | 0.06% | +287 | New |
| Edmond de Rothschild Holding S.A. | 286 | $202.1K | 0.00% | −73−20.3% | Reduced |
| Clark Estates Inc | 285 | $201.3K | 0.03% | +285 | New |
| Robertson Stephens Wealth Management, LLC | 285 | $201.3K | 0.01% | +285 | New |
| Luts & Greenleigh Group, Inc | 285 | $201.3K | 0.25% | +285 | New |
| Roble, Belko & Company, Inc | 280 | $198.0K | 0.04% | 00.0% | Unchanged |
| Spirit of America Management Corp | 280 | $197.8K | 0.04% | +280 | New |
| FinTrust Capital Advisors, LLC | 278 | $196.4K | 0.04% | +57+25.8% | Added |
| Johnson Financial Group, Inc. | 274 | $193.6K | 0.01% | +71+35.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 271 | $191.5K | 0.09% | +271 | New |
| LM Advisors LLC | 269 | $189.9K | 0.04% | +269 | New |
| Newbridge Financial Services Group, Inc. | 267 | $188.6K | 0.09% | −80−23.1% | Reduced |
| Trust Co of Vermont | 264 | $186.5K | 0.01% | +74+38.9% | Added |
| Cedar Wealth Management, LLC | 254 | $179.4K | 0.07% | −11−4.2% | Reduced |
| Glassman Wealth Services | 243 | $171.7K | 0.02% | +7+3.0% | Added |
| Rakuten Securities, Inc. | 239 | $168.9K | 0.13% | +239 | New |
| O'Dell Group, LLC | 237 | $167.4K | 0.04% | +237 | New |
| Quest Partners LLC | 237 | $167.4K | 0.04% | +237 | New |
| Montag A & Associates Inc | 235 | $166.0K | 0.01% | +95+67.9% | Added |
| Pin Oak Investment Advisors Inc | 230 | $162.0K | 0.16% | 00.0% | Unchanged |
| Union Savings Bank | 225 | $159.0K | 0.09% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 222 | $156.8K | 0.04% | +2+0.9% | Added |
| AJOVista, LLC | 222 | $156.8K | 0.20% | +222 | New |
| VisionPoint Advisory Group, LLC | 221 | $156.1K | 0.06% | +26+13.3% | Added |
| Carolinas Wealth Consulting LLC | 217 | $153.3K | 0.03% | −54−19.9% | Reduced |
| First Personal Financial Services | 215 | $151.9K | 0.04% | 00.0% | Unchanged |
| WealthCollab, LLC | 207 | $146.2K | 0.11% | +207 | New |
| United Community Bank | 205 | $144.8K | 0.06% | +205 | New |
| Western Pacific Wealth Management, LP | 201 | $142.0K | 0.10% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 196 | $138.5K | 0.02% | +196 | New |
| Rothschild Investment LLC | 193 | $136.4K | 0.01% | +193 | New |
| Harel Insurance Investments & Financial Services Ltd. | 192 | $136.0K | 0.00% | −70−26.7% | Reduced |
| Operose Advisors LLC | 187 | $132.1K | 0.05% | +76+68.5% | Added |
| Caldwell Trust Co | 176 | $124.3K | 0.02% | +77+77.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 176 | $124.3K | 0.02% | +176 | New |
| Westside Investment Management, Inc. | 175 | $123.6K | 0.03% | +5+2.9% | Added |
| Private Trust Co NA | 173 | $122.2K | 0.01% | −25−12.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 168 | $119.0K | 0.06% | +75+80.6% | Added |
| Osterweis Capital Management Inc | 164 | $115.9K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 162 | $114.5K | 0.02% | +162 | New |
| Plato Investment Management Ltd | 162 | $114.5K | 0.14% | +162 | New |
| MUFG Securities EMEA plc | 155 | $109.5K | 0.01% | −352−69.4% | Reduced |
| MV Capital Management, Inc. | 155 | $109.5K | 0.01% | +7+4.7% | Added |
| Farmers & Merchants Investments Inc | 150 | $106.0K | 0.00% | −4−2.6% | Reduced |
| Ramirez Asset Management, Inc. | 150 | $106.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $106.0K | 0.02% | +150 | New |
| Garde Capital, Inc. | 148 | $105.0K | 0.01% | +148 | New |
| Hazlett, Burt & Watson, Inc. | 145 | $103.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 146 | $103.0K | 0.00% | +30+25.9% | Added |
| Bartlett & Co. Wealth Management LLC | 146 | $102.6K | 0.00% | +30+25.9% | Added |
| MB, Levis & Associates, LLC | 145 | $102.4K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 145 | $102.4K | 0.00% | +10+7.4% | Added |
| Harbour Investments, Inc. | 145 | $102.4K | 0.00% | +62+74.7% | Added |
| Rise Advisors, LLC | 145 | $102.4K | 0.07% | +135+1,350.0% | Added |
| Spectrum Wealth Counsel, LLC | 143 | $101.0K | 0.01% | +143 | New |
| Kelly Financial Services LLC | 136 | $96.1K | 0.04% | +8+6.3% | Added |
| Cornerstone Planning Group LLC | 130 | $91.8K | 0.03% | +7+5.7% | Added |
| First Pacific Financial | 129 | $91.1K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 126 | $89.0K | 0.05% | −3−2.3% | Reduced |
| Impact Partnership Wealth, LLC | 123 | $86.9K | 0.03% | +38+44.7% | Added |
| Nemes Rush Group LLC | 121 | $85.5K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 117 | $82.7K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 114 | $80.5K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 112 | $79.1K | 0.00% | +112 | New |
| Beacon Capital Management, LLC | 138 | $77.1K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 109 | $77.0K | 0.02% | +103+1,716.7% | Added |
| West Branch Capital LLC | 107 | $75.6K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 107 | $75.3K | 0.06% | −4−3.6% | Reduced |
| First Financial Corp | 106 | $74.9K | 0.04% | +49+86.0% | Added |
| SRS Capital Advisors, Inc. | 105 | $74.2K | 0.01% | +2+1.9% | Added |
| Addison Advisors LLC | 103 | $72.8K | 0.03% | +23+28.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 103 | $72.8K | 0.02% | −47−31.3% | Reduced |
| Centiva Capital, LP | 101 | $71.4K | 0.00% | −3,336−97.1% | Reduced |
| Point72 Europe (London) LLP | 101 | $71.4K | 0.01% | +101 | New |
| Spartan Planning & Wealth Management | 100 | $70.6K | 0.08% | −309−75.6% | Reduced |
| First United Bank Trust | 100 | $70.6K | 0.03% | +100 | New |
| Custom Portfolio Group LLC | 100 | $70.6K | 0.06% | +100 | New |
| Colonial Trust Co | 100 | $70.2K | 0.01% | −3−2.9% | Reduced |
| ICA Group Wealth Management, LLC | 99 | $69.9K | 0.02% | +99 | New |
| Altshuler Shaham Ltd | 97 | $68.5K | 0.00% | +59+155.3% | Added |
| Rockbridge Investment Management, LCC | 96 | $67.8K | 0.01% | +96 | New |
| Bay Harbor Wealth Management, LLC | 96 | $67.8K | 0.03% | +96 | New |
| GHP Investment Advisors, Inc. | 93 | $65.7K | 0.00% | −117−55.7% | Reduced |
| Independence Bank of Kentucky | 92 | $65.0K | 0.02% | +92 | New |
| Caitlin John, LLC | 91 | $64.3K | 0.05% | +91 | New |
| Vima LLC | 88 | $62.2K | 0.14% | +88 | New |
| Financial Connections Group, Inc. | 87 | $61.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 84 | $59.3K | 0.01% | −108−56.3% | Reduced |
| Horizon Bancorp Inc | 83 | $59.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $58.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 80 | $57.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $56.5K | 0.05% | 00.0% | Unchanged |
