| Frank, Rimerman Advisors LLC | 829 | $294.6K | 0.09% | −5−0.6% | Reduced |
| CAPROCK Group, Inc. | 827 | $293.9K | 0.03% | +16+2.0% | Added |
| CVA Family Office, LLC | 823 | $292.5K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 823 | $292.5K | 0.02% | +8+1.0% | Added |
| Capital CS Group, LLC | 820 | $291.4K | 0.32% | +820 | New |
| Paradigm Asset Management Co LLC | 808 | $287.2K | 0.08% | −4,000−83.2% | Reduced |
| Focus Financial Network, Inc. | 801 | $284.7K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $284.3K | 0.15% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 792 | $281.5K | 0.00% | −24,743−96.9% | Reduced |
| Savant Capital, LLC | 827 | $280.8K | 0.01% | +827 | New |
| Anchor Investment Management, LLC | 786 | $279.4K | 0.04% | −54−6.4% | Reduced |
| FineMark National Bank & Trust | 784 | $278.6K | 0.01% | −26−3.2% | Reduced |
| ING Groep NV | 784 | $278.6K | 0.00% | +784 | New |
| Profund Advisors LLC | 773 | $274.7K | 0.02% | +773 | New |
| Sonora Investment Management Group, LLC | 770 | $273.7K | 0.02% | +770 | New |
| Valmark Advisers, Inc. | 765 | $271.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 765 | $271.9K | 0.00% | +765 | New |
| Fund Management at Engine No. 1 LLC | 763 | $271.2K | 0.07% | +763 | New |
| Bayesian Capital Management, LP | 752 | $267.3K | 0.04% | −2,452−76.5% | Reduced |
| Bailard, Inc. | 752 | $267.3K | 0.01% | +752 | New |
| Personal Cfo Solutions, LLC | 750 | $266.6K | 0.06% | +2+0.3% | Added |
| Ropes Wealth Advisors LLC | 750 | $266.6K | 0.05% | +750 | New |
| Keel Point, LLC | 747 | $265.5K | 0.04% | +747 | New |
| C M Bidwell & Associates Ltd | 737 | $261.9K | 0.21% | 00.0% | Unchanged |
| BancorpSouth Bank | 730 | $259.5K | 0.02% | +730 | New |
| Financial Partners Group, Inc | 563 | $258.7K | 0.06% | +563 | New |
| Bridgewater Associates, LP | 726 | $258.0K | 0.00% | −3,435−82.6% | Reduced |
| Smithfield Trust Co | 731 | $258.0K | 0.02% | +111+17.9% | Added |
| J. L. Bainbridge & Co., Inc. | 723 | $257.0K | 0.04% | +723 | New |
| Forum Financial Management, LP | 721 | $256.3K | 0.01% | +721 | New |
| First Bank & Trust | 717 | $255.0K | 0.07% | +717 | New |
| Meiji Yasuda Life Insurance Co | 708 | $252.0K | 0.01% | +708 | New |
| Welch & Forbes LLC | 707 | $251.3K | 0.00% | +707 | New |
| Warther Private Wealth, LLC | 706 | $250.9K | 0.19% | −313−30.7% | Reduced |
| Belpointe Asset Management LLC | 701 | $249.2K | 0.02% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 700 | $248.8K | 0.08% | −1,240−63.9% | Reduced |
| Krilogy Financial LLC | 699 | $248.4K | 0.02% | +699 | New |
| IFP Advisors, Inc | 1,384 | $248.0K | 0.01% | −1,450−51.2% | Reduced |
| Huntington National Bank | 685 | $243.5K | 0.00% | +40+6.2% | Added |
| Wealthspire Advisors, LLC | 683 | $242.8K | 0.00% | +683 | New |
| Prospera Financial Services Inc | 681 | $242.0K | 0.01% | +681 | New |
| New Jersey Better Educational Savings Trust | 670 | $238.1K | 0.70% | +670 | New |
| LGT Fund Management Co Ltd. | 670 | $238.1K | 0.10% | +670 | New |
| Perigon Wealth Management, LLC | 666 | $236.7K | 0.01% | +666 | New |
| Torray LLC | 660 | $234.6K | 0.04% | +660 | New |
| Heritage Wealth Advisors | 657 | $233.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 647 | $230.0K | 0.01% | −487−42.9% | Reduced |
| Zeke Capital Advisors, LLC | 645 | $229.2K | 0.01% | +645 | New |
| Gerber Kawasaki Wealth & Investment Management | 644 | $228.9K | 0.02% | +644 | New |
| Advisory Research Inc | 639 | $227.1K | 0.02% | +639 | New |
| Beacon Investment Advisory Services, Inc. | 637 | $226.4K | 0.01% | +637 | New |
| Paragon Private Wealth Management, LLC | 634 | $225.3K | 0.20% | +634 | New |
| Kovack Advisors, Inc. | 631 | $224.1K | 0.03% | +631 | New |
| Graham Capital Management, L.P. | 629 | $223.6K | 0.01% | −10,023−94.1% | Reduced |
| Glassman Wealth Services | 620 | $220.4K | 0.04% | +10+1.6% | Added |
| Maven Securities LTD | 619 | $220.0K | 0.04% | −545−46.8% | Reduced |
| Quantitative Investment Management, LLC | 617 | $219.0K | 0.04% | −3,807−86.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 614 | $218.2K | 0.22% | +614 | New |
| NorthRock Partners, LLC | 609 | $216.5K | 0.02% | +609 | New |
| Elgethun Capital Management | 608 | $215.5K | 0.08% | +608 | New |
| Siemens Fonds Invest GmbH | 606 | $215.4K | 0.02% | −149−19.7% | Reduced |
| Calton & Associates, Inc. | 606 | $215.4K | 0.08% | +606 | New |
| Guardian Wealth Advisors, LLC | 605 | $215.0K | 0.04% | +605 | New |
| Checchi Capital Advisers, LLC | 603 | $214.3K | 0.02% | +603 | New |
| Rathbone Brothers plc | 544 | $213.5K | 0.00% | +544 | New |
| Green Square Capital Advisors LLC | 600 | $213.3K | 0.03% | +600 | New |
| Pinnacle Wealth Planning Services, Inc. | 600 | $213.3K | 0.04% | +600 | New |
| Axq Capital, LP | 600 | $213.3K | 0.15% | +600 | New |
| BSW Wealth Partners | 592 | $210.0K | 0.05% | +592 | New |
| Coastal Investment Advisors, Inc. | 586 | $208.3K | 0.05% | +586 | New |
| Kingsview Wealth Management, LLC | 586 | $208.3K | 0.01% | +586 | New |
| First Horizon Advisors, Inc. | 586 | $208.3K | 0.01% | −18−3.0% | Reduced |
| Arrow Investment Advisors, LLC | 585 | $207.9K | 0.15% | +585 | New |
| Grandview Asset Management LLC | 581 | $206.0K | 0.13% | +581 | New |
| Conning Inc. | 575 | $204.4K | 0.01% | +575 | New |
| Tennessee Valley Asset Management Partners | 575 | $204.4K | 0.07% | +575 | New |
| Moss Adams Wealth Advisors LLC | 569 | $202.2K | 0.10% | +569 | New |
| Capital Asset Advisory Services LLC | 552 | $201.5K | 0.02% | +552 | New |
| Patton Fund Management, Inc. | 565 | $201.0K | 0.06% | +565 | New |
| Evercore Wealth Management, LLC | 565 | $200.8K | 0.00% | +565 | New |
| Spire Wealth Management | 539 | $192.0K | 0.01% | +203+60.4% | Added |
| Compagnie Lombard Odier SCmA | 530 | $188.0K | 0.01% | +530 | New |
| Central Trust Co | 515 | $183.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 514 | $182.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $178.8K | 0.00% | +444+752.5% | Added |
| Hills Bank & Trust Co | 500 | $178.0K | 0.03% | +80+19.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $177.7K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 500 | $177.7K | 0.02% | +500 | New |
| Sentry Investment Management LLC | 465 | $165.0K | 0.07% | +24+5.4% | Added |
| Harbor Investment Advisory, LLC | 446 | $158.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 436 | $155.0K | 0.02% | +13+3.1% | Added |
| Providence Capital Advisors, LLC | 414 | $147.1K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 412 | $146.4K | 0.01% | −8−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 386 | $137.2K | 0.02% | −24−5.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 381 | $135.0K | 0.00% | +381 | New |
| Key Financial Inc | 489 | $132.1K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 373 | $132.0K | 0.00% | +28+8.1% | Added |
| Sycomore Asset Management | 341 | $121.0K | 0.03% | +65+23.6% | Added |
| Comerica Securities,inc. | 302 | $107.3K | 0.01% | +302 | New |
| Private Trust Co NA | 300 | $107.0K | 0.02% | +7+2.4% | Added |
