| GW&K Investment Management, LLC | 13 | $40.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $40.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $40.1K | 0.02% | +4+44.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 14 | $43.0K | 0.04% | −1,235−98.9% | Reduced |
| Glen Eagle Advisors, LLC | 14 | $43.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $43.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $43.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $46.3K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 15 | $46.3K | 0.05% | +15 | New |
| JJJ Advisors Inc. | 15 | $46.3K | 0.01% | +15 | New |
| CNB Bank | 16 | $49.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 16 | $49.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $49.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $52.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $52.4K | 0.01% | −1−5.6% | Reduced |
| Park Place Capital Corp | 18 | $55.5K | 0.02% | −3−14.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 18 | $55.5K | 0.01% | +11+157.1% | Added |
| Earnest Partners LLC | 19 | $58.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $58.6K | 0.01% | +11+137.5% | Added |
| Capital Advisors, Ltd. LLC | 21 | $65.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 21 | $65.0K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $67.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $67.8K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 24 | $74.0K | 0.09% | −6−20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 25 | $77.1K | 0.02% | +10+66.7% | Added |
| Salomon & Ludwin, LLC | 25 | $77.1K | 0.01% | +25 | New |
| Steel Peak Wealth Management LLC | 26 | $80.2K | 0.01% | −1,193−97.9% | Reduced |
| Resurgent Financial Advisors LLC | 26 | $80.2K | 0.05% | −29−52.7% | Reduced |
| Tacita Capital Inc | 27 | $83.3K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 27 | $83.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 27 | $83.3K | 0.00% | +6+28.6% | Added |
| Byrne Asset Management LLC | 28 | $86.0K | 0.07% | +2+7.7% | Added |
| Castleview Partners, LLC | 28 | $86.4K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $92.0K | 0.01% | +6+25.0% | Added |
| CKW Financial Group | 30 | $93.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $98.0K | 0.01% | +32 | New |
| MV Capital Management, Inc. | 32 | $98.7K | 0.01% | +13+68.4% | Added |
| Zions Bancorporation, N.A. | 33 | $101.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $101.8K | 0.01% | +32+3,200.0% | Added |
| Arrow Financial Corp | 34 | $104.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $104.9K | 0.05% | +6+21.4% | Added |
| Orion Capital Management LLC | 35 | $107.9K | 0.07% | +35 | New |
| Baker Avenue Asset Management, LP | 37 | $114.1K | 0.01% | −180−82.9% | Reduced |
| Globeflex Capital L P | 37 | $114.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $114.1K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $117.2K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 39 | $120.0K | 0.05% | −18−31.6% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $123.4K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 40 | $123.4K | 0.78% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 41 | $126.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $126.4K | 0.01% | +5+13.9% | Added |
| Operose Advisors LLC | 42 | $129.5K | 0.05% | +40+2,000.0% | Added |
| Ronald Blue Trust, Inc. | 49 | $132.0K | 0.00% | +11+28.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 43 | $133.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $133.2K | 0.02% | +23+115.0% | Added |
| Laurel Wealth Advisors LLC | 44 | $135.7K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 44 | $135.7K | 0.02% | +2+4.8% | Added |
| Sound Income Strategies, LLC | 46 | $141.9K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 47 | $144.9K | 0.02% | −52−52.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 48 | $148.0K | 0.00% | −16−25.0% | Reduced |
| Evermay Wealth Management LLC | 48 | $148.0K | 0.03% | −4−7.7% | Reduced |
| Cambridge Trust Co | 49 | $151.1K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $154.2K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $160.0K | 0.02% | −30−36.6% | Reduced |
| First Financial Corp | 53 | $163.4K | 0.10% | +3+6.0% | Added |
| Kapitalo Investimentos Ltda | 56 | $172.7K | 0.02% | −166−74.8% | Reduced |
| Spotlight Asset Group, Inc. | 56 | $172.7K | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $172.7K | 0.02% | +8+16.7% | Added |
| Venturi Wealth Management, LLC | 56 | $172.7K | 0.01% | +9+19.1% | Added |
| Covestor Ltd | 56 | $173.0K | 0.13% | +6+12.0% | Added |
| Tompkins Financial Corp | 58 | $178.9K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 61 | $188.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $197.4K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 64 | $198.0K | 0.00% | +3+4.9% | Added |
| Centaurus Financial, Inc. | 65 | $200.0K | 0.02% | +27+71.1% | Added |
| CWS Financial Advisors, LLC | 65 | $200.5K | 0.08% | +65 | New |
| Kavar Capital Partners Group, LLC | 65 | $200.5K | 0.04% | +65 | New |
| Consilium Wealth Advisory, LLC | 65 | $200.5K | 0.14% | +65 | New |
| Encompass Wealth Advisors, LLC | 65 | $200.7K | 0.07% | +65 | New |
| Ropes Wealth Advisors LLC | 66 | $203.5K | 0.04% | +66 | New |
| Bridgefront Capital, LLC | 66 | $203.5K | 0.14% | +66 | New |
| Beaumont Financial Advisors, LLC | 66 | $203.5K | 0.02% | +66 | New |
| Parkside Financial Bank & Trust | 66 | $203.5K | 0.05% | +5+8.2% | Added |
| Prospera Financial Services Inc | 67 | $206.6K | 0.01% | −55−45.1% | Reduced |
| Affinity Investment Advisors, LLC | 67 | $206.6K | 0.13% | −14−17.3% | Reduced |
| Altfest L J & Co Inc | 67 | $207.0K | 0.03% | +67 | New |
| Jackson, Grant Investment Advisers, Inc. | 68 | $209.7K | 0.10% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 68 | $209.7K | 0.05% | +68 | New |
| Trillium Asset Management, LLC | 68 | $210.0K | 0.01% | +68 | New |
| SOA Wealth Advisors, LLC. | 69 | $212.8K | 0.05% | +8+13.1% | Added |
| Stewart & Patten Co LLC | 69 | $212.8K | 0.04% | +69 | New |
| Maven Securities LTD | 69 | $212.8K | 0.02% | +69 | New |
| Stokes Family Office, LLC | 69 | $212.8K | 0.02% | +69 | New |
| Synergy Financial Group, LTD | 70 | $215.9K | 0.30% | +70 | New |
| Flputnam Investment Management Co | 70 | $215.9K | 0.01% | −11−13.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 70 | $215.9K | 0.07% | +70 | New |
| VisionPoint Advisory Group, LLC | 70 | $215.9K | 0.09% | −3−4.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 71 | $219.0K | 0.06% | +71 | New |
| HM Payson & Co | 71 | $219.0K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 72 | $222.0K | 0.10% | −3−4.0% | Reduced |