| Hoffman, Alan N Investment Management | 440 | $218.6K | 0.13% | +440 | New |
| PFW Advisors LLC | 439 | $218.1K | 0.06% | −11−2.4% | Reduced |
| Curated Wealth Partners LLC | 439 | $218.1K | 0.03% | +439 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 435 | $216.1K | 0.03% | −434−49.9% | Reduced |
| Meridian Wealth Advisors, LLC | 434 | $215.6K | 0.02% | +434 | New |
| Stonebridge Financial Group, LLC | 433 | $215.1K | 0.02% | +433 | New |
| Spirepoint Private Client, LLC | 433 | $215.1K | 0.02% | +433 | New |
| Essex Savings Bank | 433 | $215.1K | 0.05% | −193−30.8% | Reduced |
| Capstone Financial Advisors, Inc. | 432 | $214.6K | 0.01% | +432 | New |
| Legacy Trust | 432 | $214.6K | 0.04% | +432 | New |
| CM Wealth Advisors LLC | 431 | $214.1K | 0.04% | +431 | New |
| Onyx Bridge Wealth Group LLC | 431 | $214.1K | 0.02% | −63−12.8% | Reduced |
| First American Trust, FSB | 430 | $213.9K | 0.01% | −28−6.1% | Reduced |
| Verition Fund Management LLC | 429 | $213.1K | 0.00% | −980−69.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 429 | $213.1K | 0.01% | +429 | New |
| Englebert Financial Advisers, LLC | 428 | $212.6K | 0.21% | +428 | New |
| Canandaigua National Bank & Trust Co | 427 | $212.1K | 0.02% | +427 | New |
| Instrumental Wealth, LLC | 426 | $211.8K | 0.11% | +426 | New |
| Pathway Wealth Management LLC | 425 | $211.1K | 0.15% | −50−10.5% | Reduced |
| OneAscent Financial Services LLC | 425 | $211.1K | 0.01% | −28−6.2% | Reduced |
| Channel Wealth LLC | 424 | $210.6K | 0.05% | −6,164−93.6% | Reduced |
| Capstone Wealth Management, LLC | 424 | $210.6K | 0.10% | +424 | New |
| TRUE Private Wealth Advisors | 424 | $210.4K | 0.02% | −257−37.7% | Reduced |
| Clark Capital Management Group, Inc. | 423 | $210.1K | 0.00% | −64−13.1% | Reduced |
| Stratos Wealth Advisors, LLC | 421 | $209.1K | 0.01% | +421 | New |
| Robertson Stephens Wealth Management, LLC | 420 | $208.4K | 0.01% | +420 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 419 | $208.1K | 0.03% | +419 | New |
| Triad Wealth Partners, LLC | 441 | $207.6K | 0.01% | +441 | New |
| Smith, Salley & Associates | 417 | $207.1K | 0.01% | +417 | New |
| Investment Advisory Group, LLC | 417 | $207.1K | 0.04% | +417 | New |
| Carr Financial Group Corp | 417 | $207.1K | 0.05% | +417 | New |
| Foster & Motley Inc | 414 | $206.0K | 0.01% | +414 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 414 | $205.6K | 0.00% | −245−37.2% | Reduced |
| D'Orazio & Associates, Inc. | 414 | $205.6K | 0.02% | +414 | New |
| Liberty Wealth Management LLC | 460 | $205.4K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 412 | $204.7K | 0.01% | −98−19.2% | Reduced |
| Livet Wealth, LLC | 412 | $204.7K | 0.12% | +412 | New |
| Secure Asset Management, LLC | 411 | $204.2K | 0.03% | +411 | New |
| Congress Asset Management Co | 409 | $203.2K | 0.00% | −203−33.2% | Reduced |
| Cornerstone Advisory, LLC | 408 | $202.7K | 0.02% | +408 | New |
| Pines Wealth Management, LLC | 408 | $202.7K | 0.06% | +408 | New |
| Center For Asset Management LLC | 405 | $201.2K | 0.09% | +405 | New |
| Aviance Capital Partners, LLC | 405 | $201.2K | 0.02% | +405 | New |
| Jamison Private Wealth Management, Inc. | 405 | $201.2K | 0.02% | +405 | New |
| Atlanta Consulting Group Advisors, LLC | 405 | $201.2K | 0.03% | +405 | New |
| Traveka Wealth, LLC | 404 | $200.6K | 0.07% | +404 | New |
| Advus Financial Partners, LLC | 403 | $200.2K | 0.05% | +403 | New |
| Private Wealth Asset Management, LLC | 401 | $199.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 391 | $194.2K | 0.03% | −5−1.3% | Reduced |
| Essential Partners LLC | 378 | $187.8K | 0.09% | +340+894.7% | Added |
| Washington Trust Advisors, Inc. | 372 | $184.8K | 0.01% | −5−1.3% | Reduced |
| Bryn Mawr Trust Co | 370 | $183.8K | 0.00% | −2−0.5% | Reduced |
| Covestor Ltd | 368 | $183.0K | 0.11% | +65+21.5% | Added |
| Trust Co of Vermont | 360 | $178.8K | 0.01% | +360 | New |
| University of Texas/Texas Am Investment Managment Co | 359 | $178.3K | 0.02% | +264+277.9% | Added |
| Bard Associates Inc | 350 | $173.9K | 0.04% | 00.0% | Unchanged |
| Swiss Re Ltd | 345 | $171.4K | 0.02% | +284+465.6% | Added |
| Ameritas Advisory Services, LLC | 337 | $167.4K | 0.00% | −879−72.3% | Reduced |
| Walleye Capital LLC | 335 | $166.4K | 0.00% | −30,417−98.9% | Reduced |
| Deseret Mutual Benefit Administrators | 332 | $164.9K | 0.05% | −10−2.9% | Reduced |
| Clean Yield Group | 330 | $163.9K | 0.04% | +8+2.5% | Added |
| International Assets Investment Management, LLC | 326 | $162.4K | 0.01% | −100−23.5% | Reduced |
| LRI Investments, LLC | 319 | $158.5K | 0.01% | −66−17.1% | Reduced |
| TFC Financial Management | 316 | $157.0K | 0.02% | +9+2.9% | Added |
| Tripletail Wealth Management, LLC | 290 | $153.1K | 0.18% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 306 | $152.0K | 0.02% | −2−0.6% | Reduced |
| Quarry LP | 306 | $152.0K | 0.02% | +306 | New |
| Eastern Bank | 305 | $151.5K | 0.00% | −57−15.7% | Reduced |
| Hilltop National Bank | 303 | $150.5K | 0.03% | +31+11.4% | Added |
| Toth Financial Advisory Corp | 300 | $149.0K | 0.01% | −6−2.0% | Reduced |
| McMillan Office, Inc. | 300 | $149.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 300 | $149.0K | 0.02% | +300 | New |
| Vanguard National Trust Co | 294 | $146.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 290 | $144.1K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 285 | $141.6K | 0.04% | +29+11.3% | Added |
| Miller Capital Partners, Inc. | 283 | $140.6K | 0.06% | −222−44.0% | Reduced |
| Roble, Belko & Company, Inc | 279 | $139.0K | 0.02% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 272 | $135.1K | 0.03% | +18+7.1% | Added |
| WPG Advisers, LLC | 268 | $133.1K | 0.08% | +16+6.3% | Added |
| Anchor Investment Management, LLC | 263 | $130.6K | 0.01% | −128−32.7% | Reduced |
| Global Trust Asset Management, LLC | 262 | $130.1K | 0.04% | −10−3.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 255 | $126.7K | 0.02% | −27−9.6% | Reduced |
| Synergy Investment Management, LLC | 255 | $123.9K | 0.03% | +202+381.1% | Added |
| Sankala Group LLC | 233 | $123.2K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 246 | $122.2K | 0.01% | −1−0.4% | Reduced |
| Ares Financial Consulting, LLC | 245 | $121.7K | 0.09% | +5+2.1% | Added |
| Index Technologies Group LLC | 245 | $121.7K | 0.10% | +245 | New |
| Trust Co of Toledo NA | 244 | $121.2K | 0.01% | −1−0.4% | Reduced |
| Silver Grove Financial Group, Inc. | 241 | $119.7K | 0.06% | +241 | New |
| Asset Dedication, LLC | 237 | $117.7K | 0.01% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 235 | $116.7K | 0.00% | +108+85.0% | Added |
| Golden State Wealth Management, LLC | 227 | $112.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 224 | $111.3K | 0.01% | −13−5.5% | Reduced |
| McDonald Partners LLC | 211 | $104.8K | 0.03% | +211 | New |
| Richardson Financial Services Inc. | 210 | $104.3K | 0.06% | −667−76.1% | Reduced |
| MV Capital Management, Inc. | 210 | $104.3K | 0.01% | −47−18.3% | Reduced |
| GW&K Investment Management, LLC | 209 | $104.0K | 0.00% | +23+12.4% | Added |
| Cornerstone Financial Management LLC | 209 | $103.8K | 0.08% | +25+13.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 200 | $99.3K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 199 | $98.8K | 0.02% | +113+131.4% | Added |
