| Dynamic Advisor Solutions LLC | 449 | $283.0K | 0.02% | +68+17.8% | Added |
| Watershed Asset Management, L.L.C. | 445 | $281.0K | 0.25% | +445 | New |
| Laidlaw Wealth Management LLC | 442 | $279.0K | 0.04% | +5+1.1% | Added |
| QCM Cayman, Ltd. | 441 | $279.0K | 1.69% | +441 | New |
| Howe & Rusling Inc | 438 | $277.0K | 0.03% | −1−0.2% | Reduced |
| CAPROCK Group, Inc. | 437 | $276.0K | 0.02% | −13−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 429 | $271.0K | 0.05% | +17+4.1% | Added |
| Cable Hill Partners, LLC | 426 | $269.0K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 424 | $268.0K | 0.08% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 424 | $268.0K | 0.08% | +424 | New |
| Dynamic Technology Lab Private Ltd | 417 | $264.0K | 0.03% | −152−26.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 415 | $262.0K | 0.02% | +5+1.2% | Added |
| Harbour Investments, Inc. | 405 | $256.0K | 0.02% | +46+12.8% | Added |
| Sequoia Financial Advisors, LLC | 402 | $254.0K | 0.01% | +402 | New |
| Cornerstone Wealth Management, LLC | 404 | $254.0K | 0.02% | +404 | New |
| Bard Financial Services, Inc. | 400 | $253.0K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 400 | $253.0K | 0.03% | +400 | New |
| C2C Wealth Management, LLC | 400 | $253.0K | 0.04% | +400 | New |
| Golden State Wealth Management, LLC | 399 | $252.0K | 0.04% | −30−7.0% | Reduced |
| Choate Investment Advisors | 394 | $249.0K | 0.01% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 392 | $249.0K | 0.08% | +10+2.6% | Added |
| Minot Wealth Management LLC | 393 | $248.0K | 0.05% | −200−33.7% | Reduced |
| Range Financial Group LLC | 392 | $248.0K | 0.16% | −29−6.9% | Reduced |
| IHT Wealth Management, LLC | 392 | $248.0K | 0.02% | +19+5.1% | Added |
| Arete Wealth Advisors, LLC | 394 | $247.0K | 0.02% | +394 | New |
| Valeo Financial Advisors, LLC | 389 | $246.0K | 0.01% | +6+1.6% | Added |
| Vantage Consulting Group Inc | 390 | $246.0K | 0.07% | +15+4.0% | Added |
| Syntax Advisors, LLC | 390 | $246.0K | 0.18% | +390 | New |
| Alpha Cubed Investments, LLC | 388 | $245.0K | 0.02% | +39+11.2% | Added |
| Tectonic Advisors LLC | 388 | $245.0K | 0.04% | +388 | New |
| Inverness Counsel LLC | 386 | $244.0K | 0.01% | −178−31.6% | Reduced |
| Platte River Wealth Advisors, LLC | 388 | $243.0K | 0.08% | −160−29.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 385 | $243.0K | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 380 | $240.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 377 | $238.1K | 0.03% | −104−21.6% | Reduced |
| First Interstate Bank | 375 | $237.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 374 | $236.0K | 0.01% | −3−0.8% | Reduced |
| Level Four Advisory Services, LLC | 372 | $235.0K | 0.02% | +372 | New |
| Geller Advisors LLC | 371 | $234.0K | 0.05% | +4+1.1% | Added |
| Willner & Heller, LLC | 386 | $234.0K | 0.31% | +386 | New |
| Abbot Financial Management, Inc. | 367 | $232.0K | 0.10% | −394−51.8% | Reduced |
| Avantax Planning Partners, Inc. | 367 | $232.0K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 368 | $232.0K | 0.02% | +35+10.5% | Added |
| Telemus Capital, LLC | 365 | $231.0K | 0.02% | −2−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 366 | $231.0K | 0.02% | +366 | New |
| MAI Capital Management | 364 | $230.0K | 0.00% | +364 | New |
| Adell Harriman & Carpenter Inc | 361 | $228.0K | 0.02% | +361 | New |
| Physicians Financial Services, Inc. | 355 | $224.0K | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 351 | $222.0K | 0.01% | +139+65.6% | Added |
| McLean Asset Management Corp | 350 | $221.0K | 0.09% | −56−13.8% | Reduced |
| Aberdeen Wealth Management LLC | 350 | $221.0K | 0.14% | −25−6.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 350 | $221.0K | 0.00% | +350 | New |
| Cassia Capital Partners, LLC | 348 | $220.0K | 0.15% | +348 | New |
| Bartlett & Co. Wealth Management LLC | 344 | $217.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 344 | $217.0K | 0.00% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 344 | $217.0K | 0.07% | +7+2.1% | Added |
| BOK Financial Private Wealth, Inc. | 343 | $217.0K | 0.01% | +343 | New |
| Hancock Whitney Investment Services Inc. | 343 | $216.0K | 0.04% | +343 | New |
| Buckingham Strategic Partners | 342 | $216.0K | 0.05% | +342 | New |
| Paloma Partners Management Co | 340 | $215.0K | 0.01% | −8,511−96.2% | Reduced |
| Haverford Trust Co | 341 | $215.0K | 0.00% | +1+0.3% | Added |
| Legacy Financial Advisors, Inc. | 340 | $215.0K | 0.05% | +340 | New |
| Wedmont Private Capital | 348 | $214.0K | 0.07% | +348 | New |
| Brown Brothers Harriman & Co | 331 | $209.0K | 0.00% | −239−41.9% | Reduced |
| 180 Wealth Advisors, LLC | 336 | $209.0K | 0.05% | +336 | New |
| Telos Capital Management, Inc. | 330 | $208.0K | 0.03% | −2−0.6% | Reduced |
| Portland Investment Counsel Inc. | 329 | $208.0K | 0.09% | +329 | New |
| Ameritas Advisory Services, LLC | 330 | $208.0K | 0.01% | +330 | New |
| Capital Investment Counsel, Inc | 325 | $205.0K | 0.04% | +325 | New |
| Heartland Bank & Trust Co | 323 | $204.0K | 0.15% | +323 | New |
| FLC Capital Advisors | 321 | $203.0K | 0.06% | −300−48.3% | Reduced |
| Proficio Capital Partners LLC | 318 | $201.0K | 0.03% | +318 | New |
| American Portfolios Advisors | 318 | $200.8K | 0.01% | −335−51.3% | Reduced |
| Tower Bridge Advisors | 317 | $200.2K | 0.01% | +317 | New |
| KRS Capital Management, LLC | 315 | $198.0K | 0.17% | +315 | New |
| Lipe & Dalton | 309 | $195.0K | 0.09% | +100+47.8% | Added |
| Cullen/Frost Bankers, Inc. | 300 | $189.0K | 0.00% | +4+1.4% | Added |
| Selective Wealth Management, Inc. | 300 | $189.0K | 0.08% | +50+20.0% | Added |
| Clearstead Advisors, LLC | 299 | $189.0K | 0.01% | +217+264.6% | Added |
| Tradewinds Capital Management, LLC | 294 | $186.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 288 | $182.0K | 0.03% | +26+9.9% | Added |
| Proequities, Inc. | 285 | $180.0K | 0.01% | +3+1.1% | Added |
| State of Wyoming | 285 | $180.0K | 0.08% | +35+14.0% | Added |
| Estabrook Capital Management | 280 | $176.8K | 0.03% | +30+12.0% | Added |
| Twin Lakes Capital Management, LLC | 276 | $174.0K | 0.09% | −14−4.8% | Reduced |
| Roberts Capital Advisors, LLC | 268 | $169.0K | 0.16% | +268 | New |
| Adirondack Trust Co | 266 | $168.0K | 0.08% | +4+1.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 260 | $164.0K | 0.02% | +260 | New |
| Benjamin F. Edwards & Company, Inc. | 255 | $161.0K | 0.01% | +30+13.3% | Added |
| High Net Worth Advisory Group LLC | 250 | $158.0K | 0.06% | +250 | New |
| Covington Capital Management | 245 | $155.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 241 | $152.0K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 240 | $152.0K | 0.07% | +10+4.3% | Added |
| CoreCap Advisors, LLC | 229 | $145.0K | 0.01% | +229 | New |
| Ellevest, Inc. | 227 | $143.0K | 0.01% | +1+0.4% | Added |
| Covestor Ltd | 225 | $142.0K | 0.20% | +225 | New |
| GPS Wealth Strategies Group, LLC | 223 | $141.0K | 0.03% | +27+13.8% | Added |
| Islay Capital Management, LLC | 213 | $135.0K | 0.10% | +213 | New |
| Chilton Capital Management LLC | 209 | $132.0K | 0.01% | +209 | New |
| First National Bank of South Miami | 206 | $130.0K | 0.08% | +58+39.2% | Added |
