| Wedge Capital Management L L P | 560 | $233.4K | 0.00% | +560 | New |
| Heartwood Wealth Advisors LLC | 558 | $232.5K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 573 | $231.6K | 0.01% | −357−38.4% | Reduced |
| LGL Partners, LLC | 554 | $231.4K | 0.10% | +554 | New |
| Gateway Wealth Partners, LLC | 555 | $231.3K | 0.01% | +555 | New |
| Voya Financial Advisors, Inc. | 562 | $230.5K | 0.02% | −163−22.5% | Reduced |
| 1248 Management, LLC | 553 | $230.5K | 0.11% | 00.0% | Unchanged |
| First National Advisers, LLC | 553 | $230.5K | 0.03% | +20+3.8% | Added |
| Permanent Capital Management, LP | 467 | $230.0K | 0.04% | +467 | New |
| Agf Management Ltd | 550 | $229.2K | 0.00% | −37,030−98.5% | Reduced |
| Roman Butler Fullerton & Co | 510 | $229.1K | 0.06% | +510 | New |
| LVM Capital Management Ltd | 550 | $229.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 548 | $228.4K | 0.01% | +548 | New |
| Cambient Family Office, LLC | 548 | $228.4K | 0.03% | +548 | New |
| Bolthouse Investments, LLC | 547 | $228.0K | 0.21% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 546 | $227.5K | 0.04% | +25+4.8% | Added |
| Pinkerton Retirement Specialists, LLC | 584 | $227.3K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 545 | $227.1K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 545 | $227.1K | 0.06% | +28+5.4% | Added |
| Ingalls & Snyder LLC | 544 | $227.0K | 0.01% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 543 | $226.3K | 0.21% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 543 | $226.3K | 0.03% | +543 | New |
| Maripau Wealth Management LLC | 542 | $225.9K | 0.10% | +542 | New |
| TCI Wealth Advisors, Inc. | 542 | $225.9K | 0.01% | +17+3.2% | Added |
| American National Bank of Texas | 541 | $225.5K | 0.21% | −100−15.6% | Reduced |
| Warwick Investment Management, Inc. | 539 | $224.6K | 0.03% | +539 | New |
| Forum Private Client Group LLC | 537 | $223.8K | 0.07% | +3+0.6% | Added |
| Independent Wealth Network Inc. | 537 | $223.6K | 0.07% | +2+0.4% | Added |
| AlphaGrep UK Ltd | 535 | $223.0K | 0.07% | −1,349−71.6% | Reduced |
| Victory Financial Group, LLC | 534 | $222.5K | 0.03% | +534 | New |
| Alerus Financial NA | 532 | $221.7K | 0.01% | +507+2,028.0% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 531 | $221.1K | 0.12% | −3−0.6% | Reduced |
| Unify Financial Advisors | 530 | $220.9K | 0.23% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 527 | $219.6K | 0.08% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 527 | $219.6K | 0.04% | +84+19.0% | Added |
| Rossby Financial, LCC | 512 | $219.2K | 0.05% | +250+95.4% | Added |
| Uniting Wealth Partners, LLC | 524 | $218.4K | 0.05% | −164−23.8% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 523 | $218.0K | 0.06% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 522 | $217.5K | 0.06% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 522 | $217.4K | 0.25% | +28+5.7% | Added |
| Boreal Capital Management LLC | 520 | $217.2K | 0.19% | +430+477.8% | Added |
| Dynamic Technology Lab Private Ltd | 520 | $216.7K | 0.04% | +520 | New |
| Woodmont Investment Counsel LLC | 519 | $216.3K | 0.01% | +4+0.8% | Added |
| Oarsman Capital, Inc. | 518 | $215.9K | 0.03% | −3−0.6% | Reduced |
| Western Reserve Capital Management, LLC | 517 | $215.5K | 0.18% | −71−12.1% | Reduced |
| Sovran Advisors, LLC | 435 | $214.2K | 0.02% | +435 | New |
| Westwood Holdings Group Inc. | 513 | $213.8K | 0.00% | +513 | New |
| Cottage Street Advisors LLC | 510 | $213.0K | 0.09% | +510 | New |
| Delta Investment Management, LLC | 510 | $212.5K | 0.04% | +510 | New |
| Gladwyn Financial Advisors, Inc. | 509 | $211.9K | 0.15% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 507 | $211.3K | 0.07% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 507 | $211.3K | 0.04% | +507 | New |
| Clifford Group, LLC | 507 | $211.3K | 0.16% | +507 | New |
| MCF Advisors LLC | 506 | $210.9K | 0.01% | +3+0.6% | Added |
| Marin Bay Wealth Advisors, LLC | 504 | $210.0K | 0.13% | −18−3.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 502 | $209.2K | 0.02% | +502 | New |
| DGS Capital Management, LLC | 502 | $209.2K | 0.03% | +502 | New |
| Rothschild Investment LLC | 501 | $208.8K | 0.01% | +16+3.3% | Added |
| Hudson Capital Management LLC | 500 | $208.4K | 0.05% | +500 | New |
| Prairie Wealth Advisors, Inc. | 0 | $208.4K | 0.09% | 0 | New |
| Northwest Wealth Management, LLC | 499 | $208.0K | 0.03% | −33−6.2% | Reduced |
| CoreCap Advisors, LLC | 495 | $206.3K | 0.01% | −4−0.8% | Reduced |
| South Street Advisors LLC | 495 | $206.3K | 0.03% | +495 | New |
| Aspiring Ventures, LLC | 495 | $206.3K | 0.07% | +495 | New |
| Ibex Wealth Advisors | 493 | $205.4K | 0.02% | +493 | New |
| Sigma Planning Corp | 493 | $205.3K | 0.01% | −2,968−85.8% | Reduced |
| Burton Enright Welch | 492 | $205.0K | 0.03% | +492 | New |
| Berkshire Asset Management LLC | 492 | $205.0K | 0.01% | +492 | New |
| Chilton Investment Co LLC | 492 | $205.0K | 0.00% | +492 | New |
| Newman Dignan & Sheerar, Inc. | 492 | $205.0K | 0.04% | +492 | New |
| ELCO Management Co., LLC | 490 | $204.2K | 0.10% | +490 | New |
| Titleist Asset Management, LLC | 489 | $203.6K | 0.02% | +489 | New |
| Blue Chip Partners, Inc. | 487 | $203.1K | 0.01% | −36−6.9% | Reduced |
| TownSquare Capital, LLC | 487 | $203.0K | 0.05% | +487 | New |
| BCM Advisors, LLC | 417 | $202.9K | 0.04% | +417 | New |
| Grant Private Wealth Management Inc | 486 | $202.5K | 0.11% | +486 | New |
| Westpac Banking Corp | 485 | $202.1K | 0.01% | +142+41.4% | Added |
| Jacobsen Capital Management | 484 | $201.7K | 0.07% | +484 | New |
| Dopkins Wealth Management, LLC | 484 | $201.7K | 0.08% | +484 | New |
| Retirement Income Solutions, Inc | 482 | $200.9K | 0.03% | +482 | New |
| Manchester Capital Management LLC | 476 | $198.4K | 0.03% | −10−2.1% | Reduced |
| CRA Financial Services, LLC | 467 | $194.6K | 0.03% | +467 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 461 | $192.1K | 0.47% | −13−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 391 | $190.2K | 0.00% | −4−1.0% | Reduced |
| Westfuller Advisors, LLC | 447 | $186.3K | 0.08% | +25+5.9% | Added |
| Atlas Capital Advisors LLC | 441 | $183.8K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 441 | $183.8K | 0.07% | +117+36.1% | Added |
| Johnson Financial Group, Inc. | 430 | $179.2K | 0.01% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 419 | $174.6K | 0.02% | −544−56.5% | Reduced |
| Global Wealth Strategies & Associates | 403 | $167.9K | 0.04% | +8+2.0% | Added |
| Aventura Private Wealth, LLC | 400 | $166.8K | 0.06% | +79+24.6% | Added |
| Bangor Savings Bank | 400 | $166.7K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 394 | $164.2K | 0.15% | +394 | New |
| Southern Michigan Bank & Trust | 393 | $163.8K | 0.06% | +393 | New |
| Gables Capital Management Inc. | 391 | $162.9K | 0.07% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 382 | $159.2K | 0.09% | +382 | New |
| Golden State Equity Partners | 379 | $157.9K | 0.01% | +379 | New |
| GW&K Investment Management, LLC | 368 | $153.0K | 0.00% | +9+2.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 364 | $151.8K | 0.02% | +59+19.3% | Added |
| Anchor Investment Management, LLC | 358 | $149.2K | 0.01% | 00.0% | Unchanged |
