| Steward Financial Group LLC | 18 | $44.0K | 0.02% | +18 | New |
| Western Pacific Wealth Management, LP | 19 | $46.9K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 19 | $47.0K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 19 | $47.0K | 0.01% | +19 | New |
| First PREMIER Bank | 20 | $49.0K | 0.01% | −20−50.0% | Reduced |
| Sutton Wealth Advisors Inc. | 20 | $49.3K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 20 | $49.3K | 0.00% | +1+5.3% | Added |
| Old Second National Bank of Aurora | 20 | $49.3K | 0.01% | +20 | New |
| Armstrong Advisory Group, Inc | 21 | $51.8K | 0.01% | +21 | New |
| Heritage Wealth Advisors | 23 | $56.7K | 0.00% | +23 | New |
| Geneos Wealth Management Inc. | 24 | $59.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $61.7K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 25 | $61.7K | 0.03% | +25 | New |
| Zions Bancorporation, N.A. | 26 | $64.1K | 0.01% | +1+4.0% | Added |
| Atlas Capital Advisors LLC | 27 | $66.6K | 0.01% | −4−12.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 27 | $66.6K | 0.02% | +27 | New |
| Bangor Savings Bank | 28 | $69.0K | 0.01% | −2−6.7% | Reduced |
| Bank of New Hampshire | 29 | $72.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $72.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 30 | $74.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $76.5K | 0.02% | +2+6.9% | Added |
| West Paces Advisors Inc. | 31 | $76.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $76.5K | 0.03% | +31 | New |
| Vigilant Capital Management, LLC | 32 | $79.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $84.0K | 0.04% | −1−2.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 35 | $86.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 35 | $86.3K | 0.01% | −1−2.8% | Reduced |
| First Financial Corp | 35 | $86.3K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 37 | $91.0K | 0.03% | −3−7.5% | Reduced |
| Smithfield Trust Co | 38 | $91.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 37 | $91.2K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $93.7K | 0.00% | +5+15.2% | Added |
| PrairieView Partners, LLC | 42 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 48 | $103.0K | 0.00% | +37+336.4% | Added |
| Altshuler Shaham Ltd | 42 | $103.6K | 0.00% | +40+2,000.0% | Added |
| Covestor Ltd | 42 | $105.0K | 0.09% | −2−4.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 43 | $106.5K | 0.06% | −7−14.0% | Reduced |
| Hall Laurie J Trustee | 44 | $109.0K | 0.05% | −5−10.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 45 | $111.0K | 0.01% | +45 | New |
| Money Concepts Capital Corp | 46 | $113.4K | 0.01% | +15+48.4% | Added |
| Whittier Trust Co | 47 | $115.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 47 | $115.9K | 0.01% | +20+74.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 50 | $123.3K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $123.3K | 0.14% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $128.0K | 0.02% | −3−5.4% | Reduced |
| Versant Capital Management, Inc | 53 | $130.7K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 54 | $133.2K | 0.00% | −99−64.7% | Reduced |
| Ellevest, Inc. | 54 | $133.2K | 0.01% | +6+12.5% | Added |
| Proequities, Inc. | 463 | $134.2K | 0.01% | −53−10.3% | Reduced |
| Byrne Asset Management LLC | 55 | $135.6K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 206 | $136.0K | 0.00% | −366−64.0% | Reduced |
| Capital Analysts, LLC | 56 | $138.0K | 0.01% | −8−12.5% | Reduced |
| Rosenberg Matthew Hamilton | 56 | $138.1K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 57 | $141.0K | 0.07% | +57 | New |
| Harbor Investment Advisory, LLC | 59 | $145.5K | 0.02% | −49−45.4% | Reduced |
| Avondale Wealth Management | 59 | $145.5K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $157.8K | 0.03% | −1−1.5% | Reduced |
| Alpha Paradigm Partners, LLC | 65 | $160.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $167.7K | 0.02% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 68 | $167.7K | 0.11% | +68 | New |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $173.0K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 72 | $177.0K | 0.16% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 76 | $187.4K | 0.12% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 77 | $190.0K | 0.00% | +5+6.9% | Added |
| One Wealth Advisors, LLC | 80 | $197.3K | 0.05% | −232−74.4% | Reduced |
| Perennial Investment Advisors, LLC | 82 | $202.2K | 0.08% | +82 | New |
| Quent Capital, LLC | 82 | $202.2K | 0.04% | −2−2.4% | Reduced |
| Cypress Asset Management Inc | 82 | $202.2K | 0.07% | +82 | New |
| Gateway Investment Advisers LLC | 82 | $202.2K | 0.00% | +82 | New |
| Copperleaf Capital, LLC | 82 | $202.2K | 0.23% | +82 | New |
| Insight 2811, Inc. | 84 | $207.0K | 0.13% | +84 | New |
| Endurance Wealth Management, Inc. | 85 | $209.0K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 85 | $209.6K | 0.02% | +85 | New |
| Consolidated Planning Corp | 85 | $209.6K | 0.06% | −85−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 85 | $209.6K | 0.04% | +85 | New |
| Fidelis Capital Partners, LLC | 86 | $210.0K | 0.25% | +86 | New |
| Davis R M Inc | 86 | $212.0K | 0.01% | +86 | New |
| Laidlaw Wealth Management LLC | 86 | $212.1K | 0.05% | +86 | New |
| Gradient Investments LLC | 87 | $214.6K | 0.01% | −1−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 87 | $214.6K | 0.00% | +87 | New |
| IVC Wealth Advisors LLC | 87 | $214.6K | 0.16% | +87 | New |
| Meiji Yasuda Life Insurance Co | 88 | $217.0K | 0.00% | +88 | New |
| Donaldson Capital Management, LLC | 88 | $217.0K | 0.01% | +88 | New |
| JTC Employer Solutions Trusteee Ltd | 89 | $219.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $219.5K | 0.06% | +74+493.3% | Added |
| Geller Advisors LLC | 89 | $219.5K | 0.04% | +89 | New |
| Whalerock Point Partners, LLC | 89 | $219.5K | 0.09% | +89 | New |
| Sompo Asset Management Co., Ltd. | 90 | $222.0K | 0.05% | +90 | New |
| Rehmann Capital Advisory Group | 90 | $222.0K | 0.02% | +90 | New |
| Lodestar Private Asset Management LLC | 90 | $222.0K | 0.04% | +90 | New |
| Aprio Wealth Management, LLC | 91 | $224.4K | 0.08% | +91 | New |
| Capital Investment Advisors, LLC | 92 | $227.0K | 0.01% | +92 | New |
| SignalPoint Asset Management, LLC | 93 | $229.0K | 0.08% | +93 | New |
| Townsend Asset Management Corp | 94 | $231.8K | 0.12% | +94 | New |
| Park Place Capital Corp | 94 | $232.0K | 0.07% | +94 | New |
| Trust Co of Toledo NA | 95 | $234.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 95 | $234.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 95 | $234.3K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 95 | $234.3K | 0.05% | +95 | New |
| LMG Wealth Partners, LLC | 100 | $235.6K | 0.08% | +100 | New |
