| Crux Wealth Advisors | 72 | $230.5K | 0.13% | +72 | New |
| D'Orazio & Associates, Inc. | 72 | $229.5K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 71 | $228.3K | 0.00% | −2−2.7% | Reduced |
| Fisher Asset Management, LLC | 70 | $228.1K | 0.00% | +70 | New |
| SignalPoint Asset Management, LLC | 70 | $224.1K | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 70 | $224.1K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 70 | $224.1K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 70 | $224.1K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 70 | $224.1K | 0.05% | 00.0% | Unchanged |
| Factorial Partners, LLC | 70 | $224.1K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 70 | $224.1K | 0.18% | +70 | New |
| AE Wealth Management LLC | 70 | $223.9K | 0.00% | +1+1.4% | Added |
| Natural Investments, LLC | 70 | $223.0K | 0.06% | +70 | New |
| Optivise Advisory Services LLC | 70 | $222.8K | 0.12% | +70 | New |
| Rooted Wealth Advisors, Inc. | 68 | $222.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 69 | $220.9K | 0.01% | −50−42.0% | Reduced |
| Tompkins Financial Corp | 69 | $220.9K | 0.02% | −39−36.1% | Reduced |
| Legacy Financial Advisors, Inc. | 69 | $220.9K | 0.04% | −1−1.4% | Reduced |
| Pallas Capital Advisors LLC | 69 | $220.9K | 0.01% | +4+6.2% | Added |
| Umb Bank N A | 69 | $220.9K | 0.00% | +36+109.1% | Added |
| ICONIQ Capital, LLC | 69 | $220.9K | 0.00% | +69 | New |
| Magnolia Capital Advisors LLC | 69 | $220.9K | 0.06% | +69 | New |
| Farther Finance Advisors, LLC | 68 | $217.7K | 0.01% | −7−9.3% | Reduced |
| Scholtz & Company, LLC | 68 | $217.7K | 0.10% | −1−1.4% | Reduced |
| Group One Trading, L.P. | 68 | $217.7K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 68 | $217.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 68 | $217.7K | 0.05% | +2+3.0% | Added |
| Leonteq Securities AG | 67 | $214.5K | 0.02% | −54−44.6% | Reduced |
| McGowan Group Asset Management, Inc. | 67 | $214.5K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 67 | $214.5K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 67 | $214.5K | 0.03% | +67 | New |
| Panoramic Capital Partners, LLC | 67 | $214.5K | 0.19% | +67 | New |
| WPG Advisers, LLC | 67 | $214.5K | 0.20% | +67 | New |
| Sigma Planning Corp | 66 | $212.2K | 0.01% | −39−37.1% | Reduced |
| Waverton Investment Management Ltd | 66 | $211.5K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 66 | $211.3K | 0.05% | −2−2.9% | Reduced |
| Reliant Investment Management, LLC | 65 | $208.1K | 0.09% | −10−13.3% | Reduced |
| GeoWealth Management, LLC | 65 | $208.1K | 0.01% | −5−7.1% | Reduced |
| Cypress Asset Management Inc | 65 | $208.1K | 0.05% | −3−4.4% | Reduced |
| Carderock Capital Management Inc | 65 | $208.1K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $208.1K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $207.1K | 0.02% | +14+27.5% | Added |
| Essential Planning, LLC. | 65 | $205.8K | 0.00% | +65 | New |
| Vicus Capital | 64 | $204.9K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 63 | $201.7K | 0.01% | +63 | New |
| Rappaport Reiches Capital Management, LLC | 63 | $201.7K | 0.05% | +63 | New |
| Arrowroot Family Office, LLC | 63 | $201.7K | 0.10% | +63 | New |
| Rosenberg Matthew Hamilton | 62 | $198.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $196.6K | 0.03% | +12+24.5% | Added |
| Harbor Investment Advisory, LLC | 61 | $195.3K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61 | $195.3K | 0.01% | +3+5.2% | Added |
| Larson Financial Group LLC | 57 | $182.5K | 0.01% | +4+7.5% | Added |
| Byrne Asset Management LLC | – | $172.9K | 0.12% | – | – |
| Jackson, Grant Investment Advisers, Inc. | 52 | $166.5K | 0.06% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 52 | $166.5K | 0.09% | +37+246.7% | Added |
| Menard Financial Group LLC | 49 | $156.9K | 0.09% | +49 | New |
| Lazard Asset Management LLC | 49 | $156.0K | 0.00% | −6−10.9% | Reduced |
| Sound Income Strategies, LLC | 48 | $153.7K | 0.01% | +1+2.1% | Added |
| Global Retirement Partners, LLC | 48 | $153.7K | 0.00% | +9+23.1% | Added |
| Cromwell Holdings LLC | 47 | $150.5K | 0.09% | 00.0% | Unchanged |
| Bangor Savings Bank | 46 | $147.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 45 | $144.1K | 0.03% | −145−76.3% | Reduced |
| Smithfield Trust Co | 45 | $144.0K | 0.01% | −2−4.3% | Reduced |
| Capital Analysts, LLC | 44 | $141.0K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 44 | $140.9K | 0.12% | +44 | New |
| Penserra Capital Management LLC | 43 | $137.0K | 0.00% | +43 | New |
| Centerpoint Advisors, LLC | 38 | $122.0K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $121.7K | 0.02% | +38 | New |
| Cary Street Partner Investment Advisory LLC | 33 | $105.7K | 0.07% | −74−69.2% | Reduced |
| Beacon Capital Management, LLC | 33 | $105.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $105.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 33 | $105.7K | 0.01% | +12+57.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 32 | $102.5K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 32 | $102.5K | 0.03% | +4+14.3% | Added |
| Tobam | 32 | $102.0K | 0.03% | −1−3.0% | Reduced |
| NBT Bank N A | 31 | $99.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $99.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 31 | $99.3K | 0.01% | +2+6.9% | Added |
| Hemington Wealth Management | 30 | $96.0K | 0.02% | +6+25.0% | Added |
| LRI Investments, LLC | 30 | $94.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 29 | $92.9K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 29 | $91.9K | 0.09% | +29 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $89.7K | 0.00% | −280−90.9% | Reduced |
| Geneos Wealth Management Inc. | 28 | $89.7K | 0.00% | +3+12.0% | Added |
| Johnson Financial Group, Inc. | 27 | $88.8K | 0.00% | +7+35.0% | Added |
| Quest Partners LLC | 26 | $83.3K | 0.01% | −222−89.5% | Reduced |
| SBI Securities Co., Ltd. | 26 | $83.3K | 0.00% | +26 | New |
| Providence First Trust Co | 25 | $80.0K | 0.03% | +25 | New |
| Aventura Private Wealth, LLC | 25 | $80.0K | 0.04% | +25 | New |
| Hall Laurie J Trustee | 24 | $77.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 24 | $76.8K | 0.01% | −7−22.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $76.8K | 0.02% | +1+4.3% | Added |
| Front Row Advisors LLC | 22 | $70.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21 | $67.2K | 0.02% | −1−4.5% | Reduced |
| Armstrong Advisory Group, Inc | 21 | $67.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $67.2K | 0.01% | +1+5.0% | Added |
| Whipplewood Advisors, LLC | 21 | $67.2K | 0.04% | +21 | New |
| Creative Financial Designs Inc | 20 | $64.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 19 | $60.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $60.8K | 0.01% | 00.0% | Unchanged |