| Ronald Blue Trust, Inc. | 37 | $116.6K | 0.00% | +30+428.6% | Added |
| Wetzel Investment Advisors, Inc. | 36 | $113.5K | 0.06% | −18−33.3% | Reduced |
| Centerpoint Advisors, LLC | 38 | $113.0K | 0.04% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 37 | $109.7K | 0.01% | −30−44.8% | Reduced |
| LRI Investments, LLC | 36 | $107.9K | 0.01% | +32+800.0% | Added |
| Blue Chip Partners, Inc. | 36 | $106.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 33 | $98.0K | 0.02% | −152−82.2% | Reduced |
| Beacon Capital Management, LLC | 33 | $97.8K | 0.02% | +3+10.0% | Added |
| Family Firm, Inc. | 33 | $97.8K | 0.02% | +33 | New |
| Atlantic Edge Private Wealth Management, LLC | 32 | $94.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $94.8K | 0.00% | +4+14.3% | Added |
| BFSG, LLC | 31 | $91.9K | 0.01% | −15−32.6% | Reduced |
| West Paces Advisors Inc. | 31 | $91.9K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $88.9K | 0.03% | +1+3.4% | Added |
| First Foundation Advisors | 29 | $86.0K | 0.00% | −21−42.0% | Reduced |
| State of Wyoming | 29 | $86.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 29 | $86.0K | 0.03% | +29 | New |
| Valley National Advisers Inc | 28 | $83.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $83.0K | 0.00% | +7+33.3% | Added |
| Financial Network Wealth Advisors LLC | 27 | $80.0K | 0.06% | +27 | New |
| Vestor Capital, LLC | 26 | $77.0K | 0.01% | −3,579−99.3% | Reduced |
| Heritage Wealth Advisors | 24 | $71.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24 | $71.1K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 24 | $71.1K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 24 | $71.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $68.2K | 0.02% | +3+15.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 23 | $68.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $62.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $62.2K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 19 | $59.5K | 0.00% | +17+850.0% | Added |
| Creative Financial Designs Inc | 20 | $59.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $56.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 17 | $50.4K | 0.02% | −10−37.0% | Reduced |
| Zions Bancorporation, N.A. | 17 | $50.4K | 0.00% | −5−22.7% | Reduced |
| ORG Partners LLC | 17 | $50.4K | 0.01% | +17 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $50.0K | 0.03% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $49.1K | 0.00% | −9,356−99.8% | Reduced |
| McIlrath & Eck, LLC | 16 | $47.4K | 0.01% | −2−11.1% | Reduced |
| Strategic Financial Concepts, LLC | 142,992 | $46.0K | 0.00% | +142,992 | New |
| Global Retirement Partners, LLC | 15 | $44.5K | 0.00% | −17−53.1% | Reduced |
| Mascoma Wealth Management LLC | 15 | $44.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 15 | $44.5K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 15 | $44.5K | 0.00% | +5+50.0% | Added |
| Private Wealth Management Group, LLC | 14 | $41.5K | 0.02% | −7−33.3% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $41.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 13 | $38.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 13 | $38.5K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12 | $35.6K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $35.6K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $35.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 12 | $35.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $35.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 11 | $32.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $29.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $29.6K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $29.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $29.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $26.7K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 9 | $26.7K | 0.01% | +9 | New |
| Plante Moran Financial Advisors, LLC | 8 | $23.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $23.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $23.7K | 0.00% | +2+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $23.7K | 0.01% | +3+60.0% | Added |
| Harbour Investments, Inc. | 8 | $23.7K | 0.00% | +6+300.0% | Added |
| Redwood Wealth Management Group, LLC | 8 | $23.7K | 0.02% | +8 | New |
| Sachetta, LLC | 7 | $21.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $21.0K | 0.00% | +2+40.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $20.7K | 0.00% | −2−22.2% | Reduced |
| Bank of New Hampshire | 7 | $20.7K | 0.01% | −2−22.2% | Reduced |
| Sandy Spring Bank | 7 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7 | $20.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $20.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $20.7K | 0.01% | +3+75.0% | Added |
| Hobbs Group Advisors, LLC | 7 | $20.7K | 0.01% | +7 | New |
| Hanson & Doremus Investment Management | 6 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $17.8K | 0.00% | −3−33.3% | Reduced |
| Old Point Trust & Financial Services N A | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $17.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $17.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $17.8K | 0.00% | +1+20.0% | Added |
| Frazier Financial Advisors, LLC | 6 | $17.8K | 0.01% | +3+100.0% | Added |
| First Financial Corp | 6 | $17.8K | 0.01% | −5−45.5% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $15.0K | 0.00% | +2+66.7% | Added |
| Tradewinds Capital Management, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $14.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $14.8K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $14.8K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5 | $14.8K | 0.01% | +5 | New |
| Semmax Financial Advisors Inc. | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $11.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $11.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $11.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4 | $11.9K | 0.00% | +2+100.0% | Added |
| Naples Money Management LLC | 4 | $11.3K | 0.01% | 00.0% | Unchanged |