| OneAscent Financial Services LLC | 852 | $251.0K | 0.03% | −55−6.1% | Reduced |
| Colonial Trust Advisors | 850 | $250.5K | 0.02% | −14−1.6% | Reduced |
| Neumann Capital Management, LLC | 850 | $250.5K | 0.09% | +850 | New |
| Kanawha Capital Management LLC | 850 | $250.3K | 0.02% | +1+0.1% | Added |
| Red Door Wealth Management, LLC | 849 | $250.2K | 0.05% | +849 | New |
| Smartleaf Asset Management LLC | 847 | $249.7K | 0.05% | +789+1,360.3% | Added |
| Chicago Partners Investment Group LLC | 852 | $249.5K | 0.01% | +852 | New |
| Waddell & Associates, LLC | 842 | $248.1K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 839 | $247.2K | 0.03% | +839 | New |
| Shelton Capital Management | 838 | $246.9K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 836 | $246.4K | 0.03% | +836 | New |
| Freestone Capital Holdings, LLC | 835 | $246.0K | 0.01% | −74−8.1% | Reduced |
| Beach Investment Counsel Inc | 1,026 | $246.0K | 0.03% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 830 | $244.6K | 0.08% | −78−8.6% | Reduced |
| Aaron Wealth Advisors | 825 | $243.1K | 0.03% | −93−10.1% | Reduced |
| Sentry Investment Management LLC | 826 | $243.0K | 0.09% | +826 | New |
| Morningstar Investment Management LLC | 817 | $241.0K | 0.03% | +817 | New |
| Madison Wealth Partners, Inc | 818 | $240.9K | 0.09% | +818 | New |
| Harbor Investment Advisory, LLC | 817 | $240.7K | 0.03% | 00.0% | Unchanged |
| JB Capital LLC | 815 | $240.2K | 0.02% | +815 | New |
| Intrua Financial, LLC | 815 | $240.1K | 0.04% | −66−7.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 804 | $237.7K | 0.09% | −201−20.0% | Reduced |
| Tennessee Valley Asset Management Partners | 805 | $237.4K | 0.06% | −9−1.1% | Reduced |
| Clearbridge Investments, LLC | 800 | $235.7K | 0.00% | +800 | New |
| Avestar Capital, LLC | 800 | $235.7K | 0.03% | +800 | New |
| Anchor Investment Management, LLC | 798 | $235.2K | 0.02% | −35−4.2% | Reduced |
| Swisher Financial Concepts, Inc. | 782 | $235.0K | 0.20% | −139−15.1% | Reduced |
| Portside Wealth Group, LLC | 793 | $233.7K | 0.04% | +793 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 791 | $233.1K | 0.14% | +791 | New |
| Zullo Investment Group, Inc. | 787 | $231.9K | 0.11% | +787 | New |
| Fort Washington Investment Advisors Inc | 787 | $231.9K | 0.00% | +787 | New |
| Capital Investment Advisory Services, LLC | 785 | $231.2K | 0.02% | +785 | New |
| RMB Capital Management, LLC | 777 | $228.9K | 0.01% | −110−12.4% | Reduced |
| American Trust Investment Advisors, LLC | 772 | $227.5K | 0.11% | −285−27.0% | Reduced |
| Adirondack Trust Co | 770 | $226.9K | 0.09% | 00.0% | Unchanged |
| Aspiriant, LLC | 764 | $225.1K | 0.01% | +764 | New |
| Asset Allocation & Management Company, LLC | 763 | $225.0K | 0.15% | +763 | New |
| Advisory Alpha, LLC | 762 | $224.8K | 0.01% | +762 | New |
| River Wealth Advisors LLC | 761 | $224.2K | 0.03% | +761 | New |
| PDS Planning, Inc | 760 | $223.9K | 0.02% | +760 | New |
| Centaurus Financial, Inc. | 758 | $223.0K | 0.02% | +158+26.3% | Added |
| Meridian Wealth Management, LLC | 752 | $221.6K | 0.04% | +752 | New |
| Ramirez Asset Management, Inc. | 740 | $218.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 737 | $217.2K | 0.03% | −77−9.5% | Reduced |
| Keel Point, LLC | 733 | $215.9K | 0.02% | +733 | New |
| AXS Investments LLC | 730 | $215.1K | 0.05% | +55+8.1% | Added |
| Park National Corp | 730 | $215.1K | 0.01% | +730 | New |
| Pettyjohn, Wood & White, Inc | 730 | $215.1K | 0.04% | +730 | New |
| Redwood Financial Network Corp | 728 | $214.6K | 0.19% | −248−25.4% | Reduced |
| Abn Amro Investment Solutions | 721 | $212.4K | 0.00% | +721 | New |
| Sage Mountain Advisors LLC | 717 | $211.3K | 0.02% | +717 | New |
| Occudo Quantitative Strategies LP | 705 | $207.7K | 0.04% | −17,163−96.1% | Reduced |
| Congress Wealth Management LLC | 704 | $207.5K | 0.00% | −136−16.2% | Reduced |
| MCF Advisors LLC | 701 | $206.7K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 700 | $206.3K | 0.09% | 00.0% | Unchanged |
| Agf Management Ltd | 700 | $206.3K | 0.00% | +700 | New |
| Destination Wealth Management | 700 | $206.3K | 0.01% | +700 | New |
| Bank of Nova Scotia Trust Co | 700 | $206.3K | 0.02% | +700 | New |
| Valmark Advisers, Inc. | 691 | $203.6K | 0.00% | +691 | New |
| FDx Advisors, Inc. | 688 | $203.0K | 0.03% | +688 | New |
| MJP Associates Inc | 686 | $202.2K | 0.04% | +686 | New |
| Leavell Investment Management, Inc. | 684 | $202.0K | 0.01% | +684 | New |
| CRA Financial Services, LLC | 685 | $201.8K | 0.04% | +685 | New |
| Commonwealth Financial Services, LLC | 835 | $200.1K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 672 | $198.0K | 0.01% | +1+0.1% | Added |
| Cape Investment Advisory, Inc. | 650 | $191.5K | 0.09% | 00.0% | Unchanged |
| Union Savings Bank | 646 | $190.3K | 0.10% | −22−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 665 | $187.9K | 0.01% | +321+93.3% | Added |
| FRG Family Wealth Advisors LLC | 655 | $185.0K | 0.04% | +655 | New |
| Ci Investments Inc. | 623 | $184.0K | 0.00% | +228+57.7% | Added |
| Quent Capital, LLC | 603 | $177.9K | 0.02% | +27+4.7% | Added |
| Crewe Advisors LLC | 570 | $168.0K | 0.02% | +570 | New |
| Bartlett & Co. Wealth Management LLC | 562 | $165.6K | 0.00% | −48−7.9% | Reduced |
| AdvisorNet Financial, Inc | 528 | $155.6K | 0.01% | −28−5.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 518 | $152.6K | 0.07% | −101−16.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 510 | $150.3K | 0.00% | −2−0.4% | Reduced |
| First Foundation Advisors | 510 | $150.3K | 0.01% | +510 | New |
| Colonial Trust Co | 510 | $150.3K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 506 | $149.1K | 0.06% | +95+23.1% | Added |
| Bray Capital Advisors | 500 | $147.3K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 498 | $146.7K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 494 | $145.7K | 0.04% | +494 | New |
| ICA Group Wealth Management, LLC | 491 | $144.7K | 0.03% | −46−8.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 472 | $139.1K | 0.05% | +305+182.6% | Added |
| Compass Wealth Management LLC | 469 | $138.2K | 0.03% | −31−6.2% | Reduced |
| Acadian Asset Management LLC | 471 | $138.0K | 0.00% | −670−58.7% | Reduced |
| Baldwin Brothers Inc | 439 | $129.4K | 0.01% | −96−17.9% | Reduced |
| Zions Bancorporation, N.A. | 432 | $127.3K | 0.01% | −1−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 412 | $121.4K | 0.02% | −113−21.5% | Reduced |
| CoreFirst Bank & Trust | 411 | $121.1K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 410 | $120.8K | 0.00% | −1−0.2% | Reduced |
| Toth Financial Advisory Corp | 409 | $120.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 407 | $120.0K | 0.05% | −20−4.7% | Reduced |
| Pinnacle Financial Partners Inc | 400 | $117.9K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $117.9K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $117.9K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $117.9K | 0.08% | +80+25.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 397 | $117.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 400 | $113.0K | 0.10% | 00.0% | Unchanged |
| Emfo, LLC | 380 | $112.0K | 0.10% | 00.0% | Unchanged |
