| KCM Investment Advisors LLC | 182 | $413.8K | 0.01% | +182 | New |
| RIA Advisory Group LLC | 182 | $413.5K | 0.09% | +182 | New |
| D'Orazio & Associates, Inc. | 182 | $412.7K | 0.05% | +182 | New |
| Quintet Private Bank (Europe) S.A. | 181 | $411.5K | 0.03% | +45+33.1% | Added |
| Patron Partners Advisors, LLC | 180 | $409.3K | 0.16% | +180 | New |
| Adviser Investments LLC | 180 | $408.8K | 0.00% | +180 | New |
| Ramiah Investment Group | 179 | $407.0K | 0.31% | +179 | New |
| Founders Financial Alliance, LLC | 178 | $404.7K | 0.05% | +178 | New |
| Keyvantage Wealth, LLC | 178 | $404.7K | 0.15% | +178 | New |
| Covestor Ltd | 177 | $404.0K | 0.23% | +54+43.9% | Added |
| Greenland Capital Management LP | 177 | $402.4K | 0.08% | −1,316−88.1% | Reduced |
| Gallo Partners, LP | 177 | $402.4K | 0.89% | −642−78.4% | Reduced |
| Apollon Financial, LLC | 177 | $402.4K | 0.05% | +177 | New |
| Keystone Financial Services | 176 | $400.2K | 0.10% | +176 | New |
| Elevatus Welath Management | 176 | $400.2K | 0.10% | +176 | New |
| MSH Capital Advisors LLC | 176 | $400.2K | 0.07% | +176 | New |
| Alessandra Capital Management, LLC | 175 | $397.9K | 0.28% | +175 | New |
| Capstone Financial Advisors, Inc. | 175 | $397.9K | 0.02% | +175 | New |
| Victory Financial Group, LLC | 175 | $397.9K | 0.04% | +175 | New |
| OneAscent Family Office, LLC | 175 | $397.9K | 0.20% | +175 | New |
| Reliant Investment Partners, LLC | 175 | $397.9K | 0.27% | +175 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 175 | $397.2K | 0.06% | +34+24.1% | Added |
| NewSquare Capital LLC | 174 | $395.6K | 0.03% | +174 | New |
| 25 LLC | 174 | $395.6K | 0.11% | +174 | New |
| Fountainhead AM, LLC | 173 | $393.4K | 0.29% | +2+1.2% | Added |
| Bell Bank | 173 | $393.4K | 0.02% | +173 | New |
| Poehling Capital Management, LLC | 173 | $393.4K | 0.08% | +173 | New |
| Vertex Planning Partners, LLC | 172 | $391.1K | 0.06% | +172 | New |
| Gateway Wealth Partners, LLC | 171 | $388.8K | 0.02% | +171 | New |
| Elm3 Financial Group, LLC | 171 | $388.8K | 0.27% | +171 | New |
| Xxi Wealth, LLC | 171 | $388.8K | 0.18% | +171 | New |
| Diversified Enterprises, LLC | 170 | $386.5K | 0.02% | +170 | New |
| MJP Associates Inc | 169 | $384.3K | 0.04% | +169 | New |
| Invesco, LLC | 169 | $384.3K | 0.12% | +169 | New |
| Northwest & Ethical Investments L.P. | 187 | $383.4K | 0.01% | −1,594−89.5% | Reduced |
| Capital Markets Trading UK LLP | 167 | $380.0K | 0.27% | +167 | New |
| Mountain Pacific Investment Advisers Inc | 167 | $379.7K | 0.06% | +167 | New |
| J. M. Brown & Associates Inc. | 167 | $379.7K | 0.22% | +167 | New |
| Csenge Advisory Group | 166 | $378.0K | 0.02% | +166 | New |
| Capital Investment Counsel, Inc | 166 | $377.4K | 0.04% | +166 | New |
| Wellington Shields & Co., LLC | 166 | $377.4K | 0.08% | +166 | New |
| Arlington Financial Advisors, LLC | 166 | $377.4K | 0.05% | +166 | New |
| Vanguard Capital Wealth Advisors | 166 | $377.4K | 0.26% | +166 | New |
| Brandywine Oak Private Wealth LLC | 166 | $377.4K | 0.03% | +166 | New |
| Bond & Devick Financial Network, Inc. | 166 | $377.4K | 0.09% | +166 | New |
| Clarendon Private LLC | 166 | $377.4K | 0.24% | +166 | New |
| Ariadne Wealth Management, LP | 166 | $377.4K | 0.17% | +166 | New |
| Summitry LLC | 165 | $375.2K | 0.01% | +165 | New |
| Intergy Private Wealth, LLC | 165 | $375.2K | 0.09% | +165 | New |
| IFC Advisors LLC | 165 | $375.2K | 0.05% | +165 | New |
| Venturi Wealth Management, LLC | 164 | $372.9K | 0.01% | +164 | New |
| Graham Capital Management, L.P. | 164 | $372.9K | 0.01% | −980−85.7% | Reduced |
| Parisi Gray Wealth Management | 164 | $372.9K | 0.08% | +164 | New |
| Meadow Creek Wealth Advisors LLC | 164 | $372.9K | 0.23% | +164 | New |
| MWA Asset Management | 164 | $372.9K | 0.17% | +164 | New |
| LeConte Wealth Management, LLC | 164 | $372.9K | 0.20% | +164 | New |
| Verdad Advisers, LP | 163 | $370.6K | 0.35% | +163 | New |
| Ignite Planners, LLC | 163 | $370.6K | 0.05% | +163 | New |
| Hoxton Planning & Management, LLC | 163 | $370.6K | 0.10% | +163 | New |
| HBK Sorce Advisory LLC | 273 | $368.7K | 0.01% | +31+12.8% | Added |
| Peachtree Investment Partners, LLC | 162 | $368.3K | 0.12% | +162 | New |
| HFG Advisors, Inc. | 162 | $368.3K | 0.23% | +162 | New |
| Atlantic Private Wealth, LLC | 161 | $366.1K | 0.22% | −248−60.6% | Reduced |
| Westbourne Investments, Inc. | 160 | $363.8K | 0.15% | +160 | New |
| Crescent Grove Advisors, LLC | 160 | $363.8K | 0.03% | +160 | New |
| Ovata Capital Management Ltd | 160 | $363.8K | 0.03% | +160 | New |
| HBW Advisory Services LLC | 160 | $363.8K | 0.03% | +160 | New |
| Motive Wealth Advisors | 159 | $361.5K | 0.15% | +159 | New |
| Tred Avon Family Wealth, LLC | 159 | $361.5K | 0.11% | +159 | New |
| TCP Asset Management, LLC | 158 | $359.2K | 0.04% | +158 | New |
| LeClair Wealth Partners LLC | 158 | $359.2K | 0.19% | +158 | New |
| Garden State Investment Advisory Services LLC | 157 | $357.0K | 0.07% | +16+11.3% | Added |
| Magnolia Capital Advisors LLC | 157 | $357.0K | 0.06% | +157 | New |
| Bell Investment Advisors, Inc | 156 | $354.7K | 0.05% | −1−0.6% | Reduced |
| Overbrook Management Corp | 155 | $352.4K | 0.05% | −513−76.8% | Reduced |
| UMA Financial Services, Inc. | 154 | $350.2K | 0.04% | +43+38.7% | Added |
| Cullen/Frost Bankers, Inc. | 154 | $350.2K | 0.00% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 154 | $350.2K | 0.33% | +154 | New |
| Patriot Financial Group Insurance Agency, LLC | 153 | $347.9K | 0.04% | +153 | New |
| Values Added Financial LLC | 153 | $347.9K | 0.13% | +153 | New |
| Range Advisory, LLC | 153 | $347.8K | 0.04% | −551−78.3% | Reduced |
| Rational Advisors LLC | 152 | $345.6K | 0.03% | +152 | New |
| Beaumont Financial Advisors, LLC | 150 | $341.1K | 0.02% | +150 | New |
| James Investment Research Inc | 149 | $338.8K | 0.03% | +149 | New |
| Essex Savings Bank | 149 | $338.8K | 0.07% | +149 | New |
| Intrua Financial, LLC | 148 | $337.1K | 0.03% | +148 | New |
| Evergreen Wealth Solutions, LLC | 220 | $336.6K | 0.02% | +220 | New |
| Flputnam Investment Management Co | 148 | $336.5K | 0.00% | +148 | New |
| Wealth Management Associates, Inc. | 148 | $336.5K | 0.09% | +148 | New |
| AGH Wealth Advisors, LLC | 148 | $336.5K | 0.21% | +148 | New |
| Smith, Salley & Associates | 147 | $335.0K | 0.01% | −187−56.0% | Reduced |
| Aspen Grove Capital, LLC | 147 | $334.2K | 0.05% | +147 | New |
| Everest Management Corp. | 147 | $334.2K | 0.12% | +147 | New |
| Warburton Capital Management, LLC | 147 | $334.0K | 0.14% | +147 | New |
| Consultiva Wealth Management, Corp. | 146 | $332.0K | 0.75% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 146 | $332.0K | 0.03% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 146 | $331.3K | 0.08% | +146 | New |
| GW&K Investment Management, LLC | 145 | $330.0K | 0.00% | +17+13.3% | Added |
| Wrapmanager Inc | 145 | $329.7K | 0.10% | +145 | New |
| Journey Advisory Group, LLC | 145 | $329.7K | 0.03% | +145 | New |
