| Icon Wealth Advisors, LLC | 1,030 | $307.1K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,027 | $306.2K | 0.01% | −27−2.6% | Reduced |
| Conning Inc. | 1,025 | $305.6K | 0.01% | −6−0.6% | Reduced |
| Riverstone Advisors, LLC | 1,022 | $304.7K | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,021 | $304.4K | 0.01% | −227−18.2% | Reduced |
| ZRC Wealth Management, LLC | 1,015 | $302.6K | 0.13% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,006 | $300.0K | 0.04% | −16,972−94.4% | Reduced |
| Lagoda Investment Management, L.P. | 1,005 | $299.6K | 0.17% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,004 | $299.3K | 0.04% | −1−0.1% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $298.1K | 0.05% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,000 | $298.1K | 0.50% | 00.0% | Unchanged |
| Shay Capital LLC | 1,000 | $298.1K | 0.09% | +1,000 | New |
| Integrated Advisors Network LLC | 999 | $297.9K | 0.01% | 00.0% | Unchanged |
| Sather Financial Group Inc | 996 | $297.0K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 954 | $294.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 985 | $293.7K | 0.06% | +985 | New |
| Shelton Capital Management | 983 | $293.1K | 0.01% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 982 | $292.8K | 0.09% | +982 | New |
| Teacher Retirement System of Texas | 980 | $292.0K | 0.00% | −1,866−65.6% | Reduced |
| Two Sigma Securities, LLC | 977 | $291.3K | 0.02% | −5,492−84.9% | Reduced |
| Castlekeep Investment Advisors LLC | 968 | $288.6K | 0.20% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 965 | $287.7K | 0.68% | −86−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 959 | $285.7K | 0.01% | +959 | New |
| PCA Investment Advisory Services Inc. | 957 | $285.4K | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 956 | $285.1K | 0.01% | −42−4.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 953 | $284.1K | 0.08% | +20+2.1% | Added |
| Court Place Advisors, LLC | 950 | $283.2K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 948 | $282.6K | 0.01% | +51+5.7% | Added |
| Mutual Advisors, LLC | 911 | $282.3K | 0.01% | −62−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 945 | $281.8K | 0.01% | +945 | New |
| Terril Brothers, Inc. | 930 | $277.3K | 0.09% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 930 | $277.3K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 925 | $275.8K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 916 | $273.0K | 0.00% | +221+31.8% | Added |
| PFG Investments, LLC | 911 | $271.7K | 0.02% | −1−0.1% | Reduced |
| Catalina Capital Group, LLC | 907 | $270.4K | 0.09% | +907 | New |
| Obermeyer Wood Investment Counsel, LLLP | 900 | $268.3K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 900 | $268.3K | 0.00% | +900 | New |
| 49 Wealth Management, LLC | 900 | $268.3K | 0.04% | +900 | New |
| KFG Wealth Management, LLC | 895 | $266.8K | 0.06% | +895 | New |
| Tritonpoint Wealth, LLC | 898 | $266.5K | 0.02% | +15+1.7% | Added |
| Commerzbank Aktiengesellschaft | 889 | $265.0K | 0.01% | +889 | New |
| Goldstein Advisors, LLC | 886 | $264.2K | 0.04% | +20+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 882 | $263.0K | 0.01% | +882 | New |
| Headinvest, LLC | 878 | $261.8K | 0.05% | +55+6.7% | Added |
| Ameritas Advisory Services, LLC | 876 | $261.1K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 874 | $259.7K | 0.02% | −45−4.9% | Reduced |
| Parcion Private Wealth LLC | 866 | $258.2K | 0.02% | +866 | New |
| Inscription Capital, LLC | 856 | $255.3K | 0.04% | +4+0.5% | Added |
| Axecap Investments, LLC | 856 | $255.2K | 0.19% | +856 | New |
| Stiles Financial Services Inc | 850 | $253.4K | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 846 | $252.2K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 844 | $251.7K | 0.03% | −11−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 844 | $251.6K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 840 | $250.6K | 0.02% | −3−0.4% | Reduced |
| Worth Financial Advisory Group, LLC | 840 | $250.4K | 0.15% | +840 | New |
| Wedbush Securities Inc | 836 | $249.0K | 0.01% | −178−17.6% | Reduced |
| Granahan Investment Management Inc | 822 | $245.1K | 0.01% | +822 | New |
| Garden State Investment Advisory Services LLC | 818 | $244.2K | 0.08% | +7+0.9% | Added |
| Enclave Advisors LLC | 814 | $242.7K | 0.04% | +814 | New |
| MSH Capital Advisors LLC | 811 | $241.8K | 0.07% | −332−29.0% | Reduced |
| Neo Ivy Capital Management | 808 | $240.0K | 0.08% | +808 | New |
| ORG Partners LLC | 804 | $239.7K | 0.04% | +453+129.1% | Added |
| Atlas Private Wealth Advisors | 804 | $239.6K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 803 | $239.4K | 0.07% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 803 | $239.4K | 0.02% | +803 | New |
| Avantax Planning Partners, Inc. | 802 | $239.1K | 0.01% | −6−0.7% | Reduced |
| Fortem Financial Group, LLC | 801 | $238.8K | 0.10% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 801 | $238.7K | 0.03% | +801 | New |
| Sterling Investment Advisors, Ltd. | 800 | $238.5K | 0.06% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 800 | $238.5K | 0.01% | +800 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $238.5K | 0.01% | +600+300.0% | Added |
| Schubert & Co | 799 | $238.2K | 0.17% | +799 | New |
| Keel Point, LLC | 788 | $235.0K | 0.02% | −76−8.8% | Reduced |
| Sunbelt Securities, Inc. | 785 | $234.1K | 0.02% | −915−53.8% | Reduced |
| Private Trust Co NA | 785 | $234.0K | 0.02% | −99−11.2% | Reduced |
| Hilltop Holdings Inc. | 780 | $232.6K | 0.02% | −178−18.6% | Reduced |
| LWM Advisory Services, LLC | 780 | $232.6K | 0.17% | +780 | New |
| Moody National Bank Trust Division | 778 | $232.0K | 0.02% | +778 | New |
| One Capital Management, LLC | 778 | $232.0K | 0.01% | −500−39.1% | Reduced |
| Vaughan David Investments LLC | 765 | $228.0K | 0.01% | +765 | New |
| Cable Hill Partners, LLC | 763 | $227.5K | 0.02% | +763 | New |
| Perpetual Ltd | 761 | $226.9K | 0.00% | +761 | New |
| Fortitude Advisory Group L.L.C. | 760 | $226.6K | 0.14% | +760 | New |
| AE Wealth Management LLC | 754 | $224.8K | 0.00% | +754 | New |
| First Interstate Bank | 753 | $224.5K | 0.01% | +753 | New |
| PFG Private Wealth Management, LLC | 752 | $224.2K | 0.13% | −15−2.0% | Reduced |
| Waldron Private Wealth LLC | 751 | $223.9K | 0.01% | +751 | New |
| LCM Capital Management Inc | 750 | $223.6K | 0.13% | +750 | New |
| PDS Planning, Inc | 745 | $222.1K | 0.02% | +745 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 744 | $221.8K | 0.01% | +744 | New |
| Ossiam | 742 | $221.2K | 0.00% | +742 | New |
| Atomi Financial Group, Inc. | 736 | $219.5K | 0.01% | +736 | New |
| Silver Oak Securities, Inc | 739 | $219.3K | 0.02% | +739 | New |
| Catalytic Wealth RIA, LLC | 735 | $219.1K | 0.04% | +735 | New |
| Fort Washington Investment Advisors Inc | 732 | $218.2K | 0.00% | −462−38.7% | Reduced |
| Todd Asset Management LLC | 732 | $218.2K | 0.01% | −462−38.7% | Reduced |
| TFB Advisors LLC | 731 | $217.9K | 0.06% | +731 | New |
| Graypoint LLC | 729 | $217.4K | 0.01% | +729 | New |
| Canandaigua National Bank & Trust Co | 729 | $217.4K | 0.02% | +729 | New |
