| W.G. Shaheen & Associates DBA Whitney & Co | 700 | $327.5K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 698 | $326.4K | 0.00% | +40+6.1% | Added |
| Whittier Trust Co | 691 | $323.3K | 0.00% | −2−0.3% | Reduced |
| NEOS Investment Management LLC | 681 | $318.6K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 678 | $317.2K | 0.03% | −29−4.1% | Reduced |
| Forum Financial Management, LP | 674 | $315.1K | 0.00% | +89+15.2% | Added |
| Baker Avenue Asset Management, LP | 671 | $313.9K | 0.01% | +671 | New |
| Cornerstone Investment Partners, LLC | 668 | $312.5K | 0.01% | −1−0.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 664 | $310.6K | 0.04% | −1,493−69.2% | Reduced |
| Freedom Financial Partners LLC | 659 | $308.3K | 0.13% | +8+1.2% | Added |
| IFG Advisory, LLC | 656 | $306.9K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 655 | $306.4K | 0.08% | +655 | New |
| Harbour Capital Advisors, LLC | 645 | $306.3K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 651 | $304.6K | 0.03% | −5,368−89.2% | Reduced |
| TownSquare Capital, LLC | 650 | $304.1K | 0.03% | −2,322−78.1% | Reduced |
| Farringdon Capital, Ltd. | 649 | $303.6K | 0.10% | +649 | New |
| Boothbay Fund Management, LLC | 626 | $292.9K | 0.01% | +626 | New |
| Qube Research & Technologies Ltd | 621 | $290.5K | 0.00% | +621 | New |
| 4WEALTH Advisors, Inc. | 611 | $285.8K | 0.30% | −869−58.7% | Reduced |
| AE Wealth Management LLC | 608 | $284.3K | 0.00% | +608 | New |
| Benjamin Edwards Inc | 600 | $280.7K | 0.00% | +17+2.9% | Added |
| Wealth Alliance | 597 | $279.3K | 0.03% | +597 | New |
| Parallel Advisors, LLC | 596 | $278.7K | 0.01% | +158+36.1% | Added |
| Evoke Wealth, LLC | 595 | $278.4K | 0.01% | +595 | New |
| Murphy & Mullick Capital Management Corp | 538 | $277.1K | 0.23% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 590 | $276.0K | 0.12% | −88−13.0% | Reduced |
| Eastern Bank | 588 | $275.1K | 0.01% | −203−25.7% | Reduced |
| Brinker Capital Investments, LLC | 588 | $275.1K | 0.00% | +588 | New |
| Balboa Wealth Partners | 581 | $271.8K | 0.05% | +581 | New |
| Optas, LLC | 575 | $269.0K | 0.05% | +575 | New |
| Park Capital Management, LLC | 574 | $268.5K | 0.25% | −221−27.8% | Reduced |
| Fort Sheridan Advisors LLC | 573 | $268.1K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 573 | $268.1K | 0.06% | +573 | New |
| Perigon Wealth Management, LLC | 571 | $267.3K | 0.01% | +571 | New |
| Gries Financial LLC | 569 | $266.2K | 0.05% | +569 | New |
| Stratos Wealth Partners, LTD. | 565 | $264.3K | 0.00% | +565 | New |
| TCG Advisory Services, LLC | 563 | $263.4K | 0.01% | +334+145.9% | Added |
| NorthRock Partners, LLC | 562 | $262.9K | 0.01% | +562 | New |
| Diversify Advisory Services, LLC | 508 | $262.1K | 0.01% | +508 | New |
| SFMG, LLC | 559 | $261.5K | 0.02% | +559 | New |
| Venturi Wealth Management, LLC | 559 | $261.5K | 0.01% | +559 | New |
| Spire Wealth Management | 554 | $259.2K | 0.01% | −6,940−92.6% | Reduced |
| RDA Financial Network | 552 | $258.2K | 0.07% | −6−1.1% | Reduced |
| Wellspring Financial Advisors, LLC | 552 | $258.2K | 0.03% | +552 | New |
| Trust Asset Management LLC | 550 | $257.3K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 550 | $257.3K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 548 | $256.4K | 0.04% | −4−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 545 | $255.0K | 0.02% | −12−2.2% | Reduced |
| West Family Investments, Inc. | 540 | $252.6K | 0.07% | +540 | New |
| Lido Advisors, LLC | 537 | $251.6K | 0.00% | +537 | New |
| Golden State Wealth Management, LLC | 535 | $250.3K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 533 | $249.3K | 0.01% | +533 | New |
| Meeder Advisory Services, Inc. | 530 | $247.9K | 0.01% | +530 | New |
| Midwest Trust Co | 530 | $247.9K | 0.00% | +530 | New |
| Snowden Capital Advisors LLC | 529 | $247.5K | 0.01% | +529 | New |
| Pzena Investment Management LLC | 525 | $245.6K | 0.00% | +525 | New |
| Camden Capital, LLC | 525 | $245.6K | 0.02% | +525 | New |
| waypoint wealth counsel | 525 | $245.6K | 0.12% | +525 | New |
| Octavia Wealth Advisors, LLC | 519 | $242.8K | 0.03% | −405−43.8% | Reduced |
| Evergreen Capital Management LLC | 519 | $242.8K | 0.01% | +519 | New |
| Parcion Private Wealth LLC | 518 | $242.3K | 0.02% | +518 | New |
| Future You Wealth LLC | 3,907 | $241.8K | 0.13% | +7+0.2% | Added |
| Northwest & Ethical Investments L.P. | 509 | $238.1K | 0.01% | +509 | New |
| Access Investment Management LLC | 503 | $235.3K | 0.07% | +503 | New |
| IFG Advisors, LLC | 501 | $234.3K | 0.04% | +501 | New |
| Everence Capital Management Inc | 500 | $234.0K | 0.02% | +500 | New |
| Frontier Capital Management Co LLC | 500 | $233.9K | 0.00% | +500 | New |
| Corient IA LLC | 500 | $233.9K | 0.14% | +500 | New |
| Eqis Capital Management, Inc. | 500 | $233.9K | 0.02% | −175−25.9% | Reduced |
| Mayflower Financial Advisors, LLC | 494 | $231.1K | 0.03% | +494 | New |
| Signaturefd, LLC | 493 | $230.7K | 0.00% | −176−26.3% | Reduced |
| Berkshire Bank | 492 | $230.2K | 0.05% | +492 | New |
| FSM Wealth Advisors, LLC | 481 | $229.0K | 0.04% | +481 | New |
| Courier Capital LLC | 484 | $226.4K | 0.01% | +484 | New |
| Morningstar Investment Management LLC | 480 | $225.0K | 0.02% | +480 | New |
| 180 Wealth Advisors, LLC | 480 | $224.6K | 0.03% | +480 | New |
| Jessup Wealth Management, Inc | 480 | $224.4K | 0.09% | +480 | New |
| Mission Wealth Management, LP | 479 | $224.0K | 0.00% | +479 | New |
| Prairie Wealth Advisors, Inc. | 471 | $220.3K | 0.09% | +471 | New |
| Congress Park Capital LLC | 470 | $219.9K | 0.07% | −850−64.4% | Reduced |
| Stock Yards Bank & Trust Co | 469 | $219.4K | 0.01% | +469 | New |
| Poinciana Advisors Group, LLC | 468 | $218.9K | 0.20% | −120−20.4% | Reduced |
| Financial Partners Group, LLC | 468 | $218.9K | 0.08% | +468 | New |
| JB Capital LLC | 462 | $216.1K | 0.01% | −7,676−94.3% | Reduced |
| PharVision Advisers, LLC | 461 | $215.7K | 0.31% | +461 | New |
| Waterloo Capital, L.P. | 459 | $214.7K | 0.02% | +459 | New |
| Warren Averett Asset Management, LLC | 457 | $213.9K | 0.00% | +457 | New |
| DRW Securities, LLC | 457 | $213.8K | 0.02% | +457 | New |
| GSB Wealth Management, LLC | 456 | $213.3K | 0.05% | +456 | New |
| RMB Capital Management, LLC | 454 | $212.4K | 0.00% | +454 | New |
| Cigna Investments Inc | 452 | $212.0K | 0.04% | +452 | New |
| Marshall Financial Group LLC | 444 | $211.3K | 0.04% | +444 | New |
| Western Wealth Management, LLC | 449 | $210.1K | 0.01% | +449 | New |
| Sowell Financial Services LLC | 446 | $208.6K | 0.01% | +446 | New |
| Retireful, LLC | 446 | $208.6K | 0.14% | +446 | New |
| Level Four Advisory Services, LLC | 438 | $204.9K | 0.01% | +438 | New |
| Werba Rubin Papier Wealth Management | 436 | $204.0K | 0.04% | +436 | New |
| Ariadne Wealth Management, LP | 382 | $203.5K | 0.10% | +382 | New |
| Belfer Management LLC | 433 | $202.3K | 3.09% | +433 | New |
| Ameritas Investment Partners, Inc. | 426 | $199.3K | 0.01% | −16−3.6% | Reduced |
