| Reston Wealth Management LLC | 903 | $223.0K | 0.11% | +903 | New |
| Psagot Value Holdings Ltd. / (Israel) | 900 | $222.0K | 0.04% | −100−10.0% | Reduced |
| Convergence Investment Partners, LLC | 900 | $222.0K | 0.11% | +900 | New |
| Angeles Investment Advisors, LLC | 899 | $222.0K | 0.01% | +899 | New |
| Maven Securities LTD | 900 | $222.0K | 0.03% | +900 | New |
| Archer Investment Corp | 900 | $221.9K | 0.08% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,075 | $221.0K | 0.12% | +20+1.9% | Added |
| Compagnie Lombard Odier SCmA | 894 | $221.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 893 | $220.0K | 0.04% | −110−11.0% | Reduced |
| Fairfield, Bush & Co. | 894 | $220.0K | 0.11% | +894 | New |
| Archford Capital Strategies, LLC | 891 | $220.0K | 0.05% | +891 | New |
| Curated Wealth Partners LLC | 887 | $220.0K | 0.07% | +887 | New |
| Investors Financial Group, LLC | 893 | $220.0K | 0.10% | +893 | New |
| Insight Financial Services | 891 | $219.0K | 0.15% | +891 | New |
| Meiji Yasuda Life Insurance Co | 883 | $218.0K | 0.00% | +883 | New |
| Verus Financial Partners, Inc. | 883 | $218.0K | 0.03% | +883 | New |
| Westover Capital Advisors, LLC | 884 | $218.0K | 0.06% | +884 | New |
| High Falls Advisors, Inc | 884 | $218.0K | 0.06% | +884 | New |
| Beaton Management Co. Inc. | 885 | $218.0K | 0.13% | +885 | New |
| CWS Financial Advisors, LLC | 883 | $218.0K | 0.08% | +883 | New |
| Madden Securities Corp | 882 | $218.0K | 0.10% | +882 | New |
| Ferris Capital, LLC | 879 | $217.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 880 | $217.0K | 0.02% | 00.0% | Unchanged |
| Arvest Trust Co N A | 881 | $217.0K | 0.01% | +881 | New |
| Clear Creek Financial Management, LLC | 882 | $217.0K | 0.03% | +882 | New |
| Pallas Capital Advisors LLC | 995 | $216.0K | 0.03% | −257−20.5% | Reduced |
| Sheets Smith Wealth Management | 874 | $216.0K | 0.03% | +874 | New |
| Bridgewater Advisors Inc. | 878 | $216.0K | 0.05% | +878 | New |
| Blue Edge Capital, LLC | 870 | $214.5K | 0.04% | +870 | New |
| New England Professional Planning Group Inc. | 917 | $213.0K | 0.13% | −31−3.3% | Reduced |
| Wealth Management Solutions, LLC | 862 | $213.0K | 0.11% | +862 | New |
| Key Financial Inc | 853 | $210.0K | 0.11% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 851 | $210.0K | 0.05% | +851 | New |
| Strategic Wealth Partners, Ltd. | 849 | $209.0K | 0.04% | −180−17.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 848 | $209.0K | 0.07% | +848 | New |
| Berkeley, Inc | 845 | $208.4K | 0.14% | +845 | New |
| Bank of Nova Scotia Trust Co | 844 | $208.0K | 0.02% | +844 | New |
| McLean Asset Management Corp | 884 | $208.0K | 0.08% | +884 | New |
| Sterling Investment Counsel, LLC | 845 | $208.0K | 0.14% | +845 | New |
| Pathway Financial Advisors LLC | 1,000 | $206.0K | 0.07% | +1,000 | New |
| Stockman Wealth Management, Inc. | 832 | $205.0K | 0.04% | +832 | New |
| Meridian Wealth Management, LLC | 831 | $205.0K | 0.02% | +831 | New |
| MONECO Advisors, LLC | 998 | $205.0K | 0.08% | +998 | New |
| KMG Fiduciary Partners, LLC | 833 | $205.0K | 0.03% | +833 | New |
| Cooper Financial Group | 828 | $204.0K | 0.08% | −189−18.6% | Reduced |
| Leelyn Smith, LLC | 826 | $204.0K | 0.05% | −70−7.8% | Reduced |
| Ausdal Financial Partners, Inc. | 826 | $204.0K | 0.03% | +826 | New |
| McAdam, LLC | 828 | $204.0K | 0.02% | +828 | New |
| Halbert Hargrove Global Advisors, LLC | 823 | $203.0K | 0.01% | +823 | New |
| GPS Wealth Strategies Group, LLC | 819 | $202.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 820 | $202.0K | 0.06% | +704+606.9% | Added |
| Fenimore Asset Management Inc | 820 | $202.0K | 0.00% | +820 | New |
| Keystone Wealth Services, LLC | 820 | $202.0K | 0.08% | +820 | New |
| Credit Agricole S A | 816 | $201.0K | 0.01% | +386+89.8% | Added |
| Sustainable Insight Capital Management, LLC | 814 | $201.0K | 0.11% | +814 | New |
| V Wealth Advisors LLC | 813 | $200.0K | 0.03% | +813 | New |
| Saxon Interests, Inc. | 850 | $200.0K | 0.11% | +850 | New |
| Enterprise Trust & Investment Co | 800 | $197.0K | 0.07% | +100+14.3% | Added |
| Carmichael Hill & Associates, Inc. | 794 | $196.0K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 792 | $195.0K | 0.12% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 785 | $192.0K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 775 | $191.0K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 738 | $182.0K | 0.06% | +341+85.9% | Added |
| Versant Capital Management, Inc | 733 | $181.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 733 | $181.0K | 0.00% | +643+714.4% | Added |
| Rockbridge Investment Management, LCC | 704 | $174.0K | 0.03% | +150+27.1% | Added |
| Brown, Lisle/Cummings, Inc. | 690 | $170.1K | 0.09% | +690 | New |
| O'Dell Group, LLC | 675 | $166.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 643 | $159.0K | 0.09% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 644 | $159.0K | 0.02% | +644 | New |
| MV Capital Management, Inc. | 619 | $153.0K | 0.02% | +36+6.2% | Added |
| Addison Advisors LLC | 603 | $149.0K | 0.09% | +9+1.5% | Added |
| Silvant Capital Management LLC | 588 | $146.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 590 | $145.0K | 0.04% | +130+28.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 579 | $143.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 575 | $142.0K | 0.11% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 555 | $137.0K | 0.04% | −46−7.7% | Reduced |
| Independence Bank of Kentucky | 525 | $129.0K | 0.05% | −1,250−70.4% | Reduced |
| TCI Wealth Advisors, Inc. | 521 | $128.0K | 0.02% | −1,455−73.6% | Reduced |
| Charter Oak Capital Management, LLC | 514 | $127.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 502 | $124.0K | 0.02% | −96−16.1% | Reduced |
| JNBA Financial Advisors | 487 | $120.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 481 | $119.0K | 0.02% | +71+17.3% | Added |
| HHM Wealth Advisors, LLC | 469 | $116.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 450 | $111.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 447 | $110.3K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 445 | $110.0K | 0.03% | +445 | New |
| Tyler-Stone Wealth Management | 444 | $109.0K | 0.06% | +444 | New |
| Reilly Financial Advisors, LLC | 435 | $107.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 420 | $104.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 419 | $104.0K | 0.07% | +3+0.7% | Added |
| Knuff & Co LLC | 413 | $102.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 403 | $99.0K | 0.01% | −10−2.4% | Reduced |
| Gemmer Asset Management LLC | 400 | $99.0K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $99.0K | 0.10% | +400 | New |
| TAP Consulting, LLC | 379 | $94.0K | 0.02% | +379 | New |
| Dougherty Wealth Advisers LLC | 374 | $92.0K | 0.13% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 373 | $92.0K | 0.03% | +373 | New |
| CNB Bank | 371 | $91.0K | 0.05% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 366 | $90.0K | 0.01% | +253+223.9% | Added |
