| Earnest Partners LLC | 736 | $356.1K | 0.00% | +736 | New |
| Curated Wealth Partners LLC | 734 | $355.1K | 0.04% | −15−2.0% | Reduced |
| Argent Advisors, Inc. | 733 | $354.7K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 730 | $353.2K | 0.02% | −16−2.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 727 | $351.8K | 0.01% | +40+5.8% | Added |
| Capital Investment Advisory Services, LLC | 727 | $351.8K | 0.02% | +20+2.8% | Added |
| HBK Sorce Advisory LLC | 900 | $350.5K | 0.01% | −107−10.6% | Reduced |
| Everhart Financial Group, Inc. | 723 | $349.9K | 0.02% | −1−0.1% | Reduced |
| Novem Group | 717 | $347.1K | 0.04% | +717 | New |
| Portfolio Design Labs, LLC | 715 | $345.9K | 0.06% | −11−1.5% | Reduced |
| Integrity Alliance, LLC. | 712 | $344.5K | 0.01% | +712 | New |
| Beck Capital Management, LLC | 708 | $342.6K | 0.06% | +708 | New |
| Davenport & Co LLC | 707 | $342.1K | 0.00% | +707 | New |
| OneAscent Family Office, LLC | 704 | $340.7K | 0.17% | +704 | New |
| Impact Investors, Inc | 704 | $340.6K | 0.25% | −107−13.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 703 | $340.1K | 0.01% | +703 | New |
| Robertson Stephens Wealth Management, LLC | 701 | $339.2K | 0.01% | +701 | New |
| Cooper Financial Group | 701 | $339.2K | 0.03% | +701 | New |
| Rialto Wealth Management, LLC | 700 | $338.7K | 0.07% | −40−5.4% | Reduced |
| High Net Worth Advisory Group LLC | 700 | $338.7K | 0.07% | 00.0% | Unchanged |
| Premier Financial Group | 70 | $336.9K | 0.07% | +70 | New |
| Legacy Wealth Advisors, LLC | 695 | $336.3K | 0.15% | +695 | New |
| Heron Bay Capital Management | 689 | $333.4K | 0.03% | +689 | New |
| Perennial Investment Advisors, LLC | 686 | $331.8K | 0.02% | +686 | New |
| Syntax Research, Inc. | 685 | $331.2K | 0.24% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 685 | $331.2K | 0.04% | −14−2.0% | Reduced |
| International Assets Investment Management, LLC | 774 | $330.6K | 0.02% | +382+97.4% | Added |
| Regions Financial Corp | 682 | $330.0K | 0.00% | −8−1.2% | Reduced |
| LVW Advisors, LLC | 682 | $330.0K | 0.03% | +682 | New |
| LGT Fund Management Co Ltd. | 680 | $329.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 679 | $328.6K | 0.03% | +108+18.9% | Added |
| My Personal CFO, LLC | 678 | $328.0K | 0.13% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 677 | $327.4K | 0.09% | +237+53.9% | Added |
| Osmosis Investment Management UK Ltd | 673 | $325.6K | 0.02% | +673 | New |
| Fukoku Mutual Life Insurance Co | 670 | $324.2K | 0.02% | +670 | New |
| Mesirow Financial Investment Management, Inc. | 670 | $324.2K | 0.01% | +670 | New |
| JT Stratford LLC | 670 | $324.2K | 0.04% | +670 | New |
| Miller Capital Partners, Inc. | 669 | $323.7K | 0.13% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 668 | $323.2K | 0.01% | −10−1.5% | Reduced |
| Wall Street Financial Group, Inc. | 667 | $322.9K | 0.17% | −125−15.8% | Reduced |
| Commerzbank Aktiengesellschaft | 665 | $322.0K | 0.01% | −45−6.3% | Reduced |
| Oslo Pensjonsforsikring AS | 664 | $321.3K | 0.04% | +664 | New |
| Alta Advisers Ltd | 659 | $318.9K | 0.07% | +659 | New |
| Quantum Financial Advisors, LLC | 657 | $318.1K | 0.03% | +657 | New |
| Baldwin Brothers Inc | 650 | $314.5K | 0.02% | +650 | New |
| Rice Hall James & Associates, LLC | 650 | $314.5K | 0.02% | +650 | New |
| Rehmann Capital Advisory Group | 642 | $310.7K | 0.01% | +642 | New |
| Greenline Wealth Management LLC | 641 | $310.3K | 0.25% | +641 | New |
| GTS Securities LLC | 641 | $310.1K | 0.01% | +641 | New |
| Quaker Wealth Management, LLC | 641 | $310.1K | 0.09% | 00.0% | Unchanged |
| Everest Financial Group LLC | 639 | $309.5K | 0.04% | +639 | New |
| Conning Inc. | 639 | $309.2K | 0.01% | −48−7.0% | Reduced |
| Massar Capital Management, LP | 638 | $308.7K | 0.11% | +638 | New |
| Dorsey & Whitney Trust CO LLC | 637 | $308.2K | 0.02% | +637 | New |
| Silverlake Wealth Management LLC | 636 | $307.7K | 0.06% | +636 | New |
| Cidel Asset Management Inc | 632 | $305.8K | 0.01% | −246−28.0% | Reduced |
| Mainsail Asset Management, LLC | 948 | $305.6K | 0.12% | +948 | New |
| Family Investment Center, Inc. | 630 | $304.8K | 0.05% | +630 | New |
| IHT Wealth Management, LLC | 628 | $303.9K | 0.01% | −110−14.9% | Reduced |
| Resonant Capital Advisors, LLC | 628 | $303.9K | 0.01% | +628 | New |
| Whittier Trust Co | 799 | $303.2K | 0.00% | −28−3.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 621 | $300.5K | 0.03% | +621 | New |
| Argent Trust Co | 620 | $300.0K | 0.01% | +620 | New |
| GenTrust, LLC | 620 | $299.8K | 0.01% | −1,467−70.3% | Reduced |
| Providence First Trust Co | 619 | $299.6K | 0.08% | +619 | New |
| McAdam, LLC | 619 | $299.5K | 0.01% | −64−9.4% | Reduced |
| VELA Investment Management, LLC | 619 | $299.5K | 0.07% | +619 | New |
| Founders Financial Alliance, LLC | 615 | $297.6K | 0.04% | +615 | New |
| Gilliland Jeter Wealth Management LLC | 614 | $297.2K | 0.08% | +614 | New |
| Investment Research Partners LLC | 614 | $297.1K | 0.10% | +614 | New |
| Dynamic Technology Lab Private Ltd | 612 | $296.0K | 0.07% | −431−41.3% | Reduced |
| GW Henssler & Associates Ltd | 610 | $295.3K | 0.01% | +610 | New |
| Monticello Wealth Management, LLC | 605 | $292.7K | 0.02% | +605 | New |
| Mosaic Family Wealth Partners, LLC | 603 | $291.8K | 0.02% | +603 | New |
| Penbrook Management LLC | 600 | $290.3K | 0.19% | +600 | New |
| Storgate, LLC | 598 | $289.3K | 0.06% | −154−20.5% | Reduced |
| State of Wyoming | 597 | $288.9K | 0.03% | −265−30.7% | Reduced |
| Avail Investment Partners, LLC | 597 | $288.9K | 0.22% | +597 | New |
| Cary Street Partners Financial LLC | 597 | $288.7K | 0.01% | +597 | New |
| Auxano Advisors, LLC | 596 | $288.4K | 0.05% | +596 | New |
| Wexford Capital LP | 593 | $286.9K | 0.04% | +593 | New |
| Sandhill Capital Partners LLC | 593 | $286.9K | 0.02% | +593 | New |
| Keel Point, LLC | 590 | $285.5K | 0.02% | +590 | New |
| Monument Capital Management | 590 | $285.5K | 0.06% | +590 | New |
| Pinnacle Wealth Planning Services, Inc. | 584 | $282.6K | 0.03% | −38−6.1% | Reduced |
| Permanent Capital Management, LP | 583 | $281.8K | 0.04% | +583 | New |
| Intrust Bank NA | 582 | $281.6K | 0.02% | +582 | New |
| Fund Advisors of America Inc | 582 | $281.5K | 0.26% | −271−31.8% | Reduced |
| Victory Financial Group, LLC | 579 | $280.1K | 0.03% | −131−18.5% | Reduced |
| New Republic Capital, LLC | 578 | $279.7K | 0.06% | +578 | New |
| Aspiriant, LLC | 577 | $279.2K | 0.01% | +577 | New |
| Tiemann Investment Advisors, LLC | 575 | $278.2K | 0.10% | −85−12.9% | Reduced |
| Verdence Capital Advisors LLC | 574 | $277.7K | 0.01% | +574 | New |
| King Luther Capital Management Corp | 574 | $277.7K | 0.00% | +574 | New |
| DV Trading LLC | 574 | $277.7K | 0.02% | +574 | New |
| Cromwell Holdings LLC | 570 | $275.8K | 0.12% | +11+2.0% | Added |
| True Wealth Design, LLC | 567 | $274.3K | 0.07% | +100+21.4% | Added |
| Procyon Private Wealth Partners, LLC | 563 | $272.6K | 0.01% | +563 | New |
| Abel Hall, LLC | 561 | $271.4K | 0.05% | +561 | New |
| Personal Cfo Solutions, LLC | 560 | $270.7K | 0.04% | +560 | New |
