| Alpine Bank Wealth Management | 472 | $131.3K | 0.02% | +472 | New |
| Quent Capital, LLC | 488 | $135.7K | 0.01% | +19+4.1% | Added |
| Clean Yield Group | 500 | $139.0K | 0.05% | −8−1.6% | Reduced |
| Harvest Fund Management Co., Ltd | 531 | $148.0K | 0.01% | +531 | New |
| Zions Bancorporation, National Association | 546 | $151.8K | 0.01% | +546 | New |
| Central Pacific Bank - Trust Division | 555 | $154.3K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 578 | $160.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 584 | $162.4K | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 590 | $164.1K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 592 | $164.6K | 0.01% | −241−28.9% | Reduced |
| Louisbourg Investments Inc. | 600 | $166.9K | 0.05% | +112+23.0% | Added |
| Wood Tarver Financial Group, LLC | 606 | $168.5K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 613 | $168.8K | 0.02% | +613 | New |
| Whipplewood Advisors, LLC | 544 | $171.0K | 0.10% | −64−10.5% | Reduced |
| City State Bank | 618 | $171.9K | 0.06% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 620 | $172.4K | 0.11% | +620 | New |
| Bogart Wealth, LLC | 622 | $173.0K | 0.01% | +9+1.5% | Added |
| Bryn Mawr Trust Co | 626 | $174.1K | 0.00% | +5+0.8% | Added |
| Coastline Trust Co | 630 | $175.2K | 0.02% | −118−15.8% | Reduced |
| Avalon Trust Co | 640 | $178.0K | 0.01% | −400−38.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 14,627 | $184.3K | 0.14% | +14,627 | New |
| Deseret Mutual Benefit Administrators | 716 | $199.1K | 0.10% | +17+2.4% | Added |
| Eq Wealth Advisors, LLC | 716 | $199.1K | 0.16% | +716 | New |
| Integrated Advisors Network LLC | 719 | $200.0K | 0.01% | +719 | New |
| Westshore Wealth, LLC | 723 | $201.2K | 0.09% | +723 | New |
| Cornerstone Wealth Management, LLC | 725 | $201.6K | 0.01% | +725 | New |
| Menard Financial Group LLC | 695 | $202.1K | 0.13% | −109−13.6% | Reduced |
| Perfromance Wealth Partners, LLC | 730 | $203.0K | 0.01% | +730 | New |
| BIP Wealth, LLC | 731 | $203.3K | 0.01% | +731 | New |
| GHP Investment Advisors, Inc. | 732 | $203.6K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 733 | $203.8K | 0.00% | +733 | New |
| Bremer Bank National Association | 734 | $204.1K | 0.04% | +734 | New |
| Financial Advocates Investment Management | 740 | $205.9K | 0.01% | +740 | New |
| State of Wyoming | 742 | $206.3K | 0.03% | +98+15.2% | Added |
| Ground Swell Capital, LLC | 743 | $206.6K | 0.47% | +743 | New |
| Horizon Bancorp Inc | 747 | $208.0K | 0.12% | −109−12.7% | Reduced |
| Dash Acquisitions Inc. | 749 | $209.1K | 0.05% | −36−4.6% | Reduced |
| Essex Financial Services, Inc. | 754 | $209.6K | 0.02% | +754 | New |
| Trust Investment Advisors | 761 | $211.6K | 0.14% | +761 | New |
| Genus Capital Management Inc. | 770 | $214.1K | 0.03% | +770 | New |
| William Blair Investment Management, LLC | 772 | $214.7K | 0.00% | +772 | New |
| Pavion Blue Capital, LLC | 772 | $214.7K | 0.10% | +772 | New |
| Alta Advisers Ltd | 773 | $215.0K | 0.09% | +773 | New |
| Versant Capital Management, Inc | 776 | $215.8K | 0.04% | −136−14.9% | Reduced |
| Empower Advisory Group, LLC | 777 | $216.1K | 0.00% | −217−21.8% | Reduced |
| Univest Financial Corp | 778 | $216.4K | 0.01% | +778 | New |
| Stratos Wealth Partners, LTD. | 781 | $217.2K | 0.00% | −129−14.2% | Reduced |
| Capstone Investment Advisors, LLC | 782 | $217.5K | 0.00% | −719−47.9% | Reduced |
| Walleye Capital LLC | 782 | $217.5K | 0.00% | −470−37.5% | Reduced |
| AdvisorNet Financial, Inc | 782 | $217.5K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 785 | $218.3K | 0.02% | +785 | New |
| Bailard, Inc. | 788 | $219.1K | 0.01% | +788 | New |
| First Heartland Consultants, Inc. | 797 | $221.6K | 0.02% | +797 | New |
| Alpha Family Trust | 800 | $222.5K | 0.13% | +800 | New |
| Note Advisors, LLC | 803 | $223.3K | 0.18% | +803 | New |
| Intrust Bank NA | 810 | $225.3K | 0.02% | +810 | New |
| Daymark Wealth Partners, LLC | 813 | $226.0K | 0.01% | +813 | New |
| Tranquilli Financial Advisor LLC | 813 | $226.1K | 0.14% | +813 | New |
| BLB&B Advisors, LLC | 815 | $226.6K | 0.01% | +815 | New |
| Convergence Financial, LLC | 821 | $228.3K | 0.04% | +821 | New |
| Cidel Asset Management Inc | 822 | $228.6K | 0.01% | +822 | New |
| Huntleigh Advisors, Inc. | 824 | $229.1K | 0.04% | +824 | New |
| Institute for Wealth Management, LLC. | 824 | $229.1K | 0.03% | +824 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 807 | $229.3K | 0.05% | −252−23.8% | Reduced |
| Cary Street Partners Financial LLC | 830 | $230.7K | 0.01% | −204−19.7% | Reduced |
| Strategic Blueprint, LLC | 832 | $231.4K | 0.01% | −404−32.7% | Reduced |
| Pines Wealth Management, LLC | 850 | $233.5K | 0.11% | +850 | New |
| SFE Investment Counsel | 842 | $234.1K | 0.05% | +842 | New |
| Grove Bank & Trust | 843 | $234.4K | 0.03% | +737+695.3% | Added |
| Edgestream Partners, L.P. | 845 | $235.0K | 0.01% | −18,889−95.7% | Reduced |
| SJS Investment Consulting Inc. | 848 | $235.7K | 0.04% | +1+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 848 | $235.8K | 0.00% | +848 | New |
| Bath Savings Trust Co | 859 | $238.9K | 0.02% | +859 | New |
| Longboard Asset Management, LP | 859 | $238.9K | 0.70% | +859 | New |
| Bridgewater Advisors Inc. | 826 | $239.7K | 0.02% | +826 | New |
| CBOE Vest Financial, LLC | 863 | $240.0K | 0.00% | +863 | New |
| Gladstone Institutional Advisory LLC | 866 | $240.8K | 0.01% | +866 | New |
| 1st Source Bank | 866 | $240.8K | 0.01% | +866 | New |
| Optivise Advisory Services LLC | 871 | $242.2K | 0.14% | +871 | New |
| Journey Strategic Wealth LLC | 875 | $243.2K | 0.01% | +875 | New |
| Pinnacle Wealth Planning Services, Inc. | 876 | $243.6K | 0.04% | +876 | New |
| Claret Asset Management Corp | 879 | $244.0K | 0.04% | +879 | New |
| Astoria Portfolio Advisors LLC. | 858 | $244.2K | 0.08% | −266−23.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 884 | $245.9K | 0.00% | +884 | New |
| Los Angeles Capital Management LLC | 885 | $246.1K | 0.00% | +885 | New |
| Silvia McColl Wealth Management, LLC | 888 | $246.9K | 0.19% | +888 | New |
| Massmutual Trust Co FSB | 895 | $248.9K | 0.01% | +146+19.5% | Added |
| Arvest Bank Trust Division | 896 | $249.2K | 0.02% | +896 | New |
| Obsidian Personal Planning Solutions LLC | 854 | $249.9K | 0.11% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 899 | $250.0K | 0.00% | −135−13.1% | Reduced |
| Luken Investment Analytics, LLC | 900 | $250.3K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 906 | $251.9K | 0.05% | −8−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 910 | $253.1K | 0.01% | +910 | New |
| Miracle Mile Advisors, LLC | 910 | $253.1K | 0.01% | −307−25.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 910 | $253.1K | 0.02% | +910 | New |
| O'Brien Greene & Co. Inc | 913 | $253.9K | 0.09% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 920 | $255.8K | 0.17% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 920 | $255.8K | 0.02% | +920 | New |
| FourThought Financial Partners, LLC | 924 | $257.0K | 0.03% | −35−3.6% | Reduced |
| Diamant Asset Management, Inc. | 930 | $258.6K | 0.20% | 00.0% | Unchanged |
