| Johnson Bixby & Associates, LLC | 694 | $209.0K | 0.04% | +694 | New |
| Gill Capital Partners, LLC | 775 | $208.4K | 0.08% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 692 | $208.4K | 0.03% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 691 | $208.0K | 0.09% | +691 | New |
| D.B. Root & Company, LLC | 690 | $207.8K | 0.07% | −573−45.4% | Reduced |
| New Covenant Trust Company, N.A. | 689 | $207.5K | 0.21% | +689 | New |
| Associated Banc-Corp | 687 | $206.9K | 0.01% | +687 | New |
| RBA Wealth Management, LLC | 686 | $206.6K | 0.08% | +686 | New |
| Marion Wealth Management | 686 | $206.6K | 0.06% | +686 | New |
| WealthCollab, LLC | 685 | $206.3K | 0.15% | −49−6.7% | Reduced |
| Taylor Financial Group, Inc. | 685 | $206.3K | 0.16% | +685 | New |
| Cherrydale Wealth Management, LLC | 684 | $206.0K | 0.10% | +684 | New |
| Monarch Capital Management Inc | 683 | $206.0K | 0.06% | +683 | New |
| Transcendent Capital Group LLC | 683 | $205.7K | 0.12% | −1,934−73.9% | Reduced |
| Stage Harbor Financial, LLC | 682 | $205.4K | 0.19% | +682 | New |
| Weaver Consulting Group | 681 | $205.1K | 0.08% | +681 | New |
| Willner & Heller, LLC | 681 | $205.1K | 0.20% | +681 | New |
| US Asset Management LLC | 681 | $205.0K | 0.18% | +681 | New |
| Affiance Financial, LLC | 677 | $203.9K | 0.06% | +677 | New |
| Riverstone Advisors, LLC | 676 | $203.6K | 0.12% | +676 | New |
| Diversified, LLC | 676 | $203.6K | 0.03% | +676 | New |
| Stewart & Patten Co LLC | 673 | $202.7K | 0.03% | −100−12.9% | Reduced |
| Tyler-Stone Wealth Management | 673 | $202.7K | 0.09% | +18+2.7% | Added |
| Financial Network Wealth Advisors LLC | 672 | $202.4K | 0.20% | +672 | New |
| BancorpSouth Bank | 672 | $202.4K | 0.01% | +672 | New |
| Harbor Advisory Corp | 671 | $202.1K | 0.07% | +671 | New |
| King Wealth | 670 | $202.0K | 0.04% | +670 | New |
| Campbell Wealth Management | 671 | $202.0K | 0.02% | +671 | New |
| ERn Financial, LLC | 670 | $201.7K | 0.03% | +670 | New |
| Latitude Advisors, LLC | 669 | $201.5K | 0.13% | +669 | New |
| Centennial Wealth Advisory LLC | 668 | $201.2K | 0.09% | +668 | New |
| Corrado Advisors, LLC | 665 | $200.3K | 0.13% | +665 | New |
| DT Investment Partners, LLC | 662 | $199.4K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 662 | $199.0K | 0.16% | +656+10,933.3% | Added |
| Archer Investment Corp | 659 | $198.5K | 0.06% | +214+48.1% | Added |
| Richelieu Gestion PLC | 650 | $196.0K | 0.20% | +50+8.3% | Added |
| Register Financial Advisors LLC | 637 | $191.9K | 0.10% | +637 | New |
| SYSTM Wealth Solutions LLC | 635 | $191.4K | 0.02% | −12−1.9% | Reduced |
| Paloma Partners Management Co | 620 | $186.7K | 0.03% | +620 | New |
| Hanson & Doremus Investment Management | 606 | $183.0K | 0.03% | +111+22.4% | Added |
| Globeflex Capital L P | 600 | $180.7K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 592 | $178.3K | 0.07% | +48+8.8% | Added |
| Abound Wealth Management | 587 | $176.9K | 0.07% | +33+6.0% | Added |
| Tompkins Financial Corp | 571 | $172.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 558 | $168.1K | 0.16% | +525+1,590.9% | Added |
| Accordant Advisory Group Inc | 544 | $163.8K | 0.12% | +544 | New |
| Carolinas Wealth Consulting LLC | 529 | $159.5K | 0.03% | +121+29.7% | Added |
| SJS Investment Consulting Inc. | 511 | $153.9K | 0.03% | +294+135.5% | Added |
| First Command Advisory Services, Inc. | 505 | $152.1K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 505 | $152.0K | 0.05% | −35−6.5% | Reduced |
| Optimum Investment Advisors | 500 | $150.6K | 0.07% | −5−1.0% | Reduced |
| Kessler Investment Group, LLC | 500 | $150.6K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 499 | $150.3K | 0.01% | +19+4.0% | Added |
| Pin Oak Investment Advisors Inc | 498 | $150.0K | 0.14% | −55−9.9% | Reduced |
| JFS Wealth Advisors, LLC | 475 | $143.1K | 0.01% | +122+34.6% | Added |
| Deseret Mutual Benefit Administrators | 468 | $141.0K | 0.07% | −30−6.0% | Reduced |
| Mascoma Wealth Management LLC | 467 | $140.7K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 463 | $139.4K | 0.06% | −161−25.8% | Reduced |
| Dakota Community Bank & Trust NA | 463 | $139.4K | 0.75% | −95−17.0% | Reduced |
| Clean Yield Group | 461 | $138.8K | 0.05% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 459 | $138.2K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 457 | $137.6K | 0.03% | +7+1.6% | Added |
| WR Wealth Planners, LLC | 453 | $136.4K | 0.04% | +453 | New |
| Activest Wealth Management | 448 | $134.9K | 0.06% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 447 | $134.6K | 0.01% | +447 | New |
| Frazier Financial Advisors, LLC | 441 | $132.8K | 0.11% | +356+418.8% | Added |
| Liberty One Investment Management, LLC | 436 | $131.3K | 0.01% | +436 | New |
| SRS Capital Advisors, Inc. | 426 | $128.3K | 0.01% | −11−2.5% | Reduced |
| Cordant, Inc. | 422 | $127.1K | 0.07% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 420 | $126.5K | 0.03% | +402+2,233.3% | Added |
| Financial Connections Group, Inc. | 416 | $126.0K | 0.14% | 00.0% | Unchanged |
| WFA Asset Management Corp | 400 | $120.5K | 0.06% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 400 | $120.5K | 0.04% | +400 | New |
| West Tower Group, LLC | 400 | $120.5K | 0.36% | +400 | New |
| Plante Moran Financial Advisors, LLC | 398 | $119.9K | 0.01% | +105+35.8% | Added |
| Atlas Capital Advisors LLC | 395 | $119.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 391 | $118.0K | 0.00% | −28−6.7% | Reduced |
| RFP Financial Group LLC | 387 | $116.6K | 0.05% | +61+18.7% | Added |
| Virtus Investment Advisers, Inc. | 376 | $113.2K | 0.08% | −40−9.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 376 | $113.2K | 0.03% | −1−0.3% | Reduced |
| EnRich Financial Partners LLC | 373 | $112.3K | 0.04% | +373 | New |
| Cassady Schiller Wealth Management, LLC | 371 | $111.7K | 0.05% | +6+1.6% | Added |
| Mizuho Securities Co. Ltd. | 370 | $111.4K | 0.61% | −2,130−85.2% | Reduced |
| Northwest Investment Counselors, LLC | 362 | $109.0K | 0.03% | +362 | New |
| Richardson Capital Management LLC | 360 | $108.4K | 0.09% | +323+873.0% | Added |
| City Holding Co | 360 | $108.4K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 358 | $107.8K | 0.06% | +108+43.2% | Added |
| Private Wealth Management Group, LLC | 347 | $104.5K | 0.05% | +42+13.8% | Added |
| Estabrook Capital Management | 331 | $99.7K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 325 | $98.0K | 0.04% | +1+0.3% | Added |
| Ogorek Anthony Joseph | 314 | $94.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 311 | $93.8K | 0.02% | −5−1.6% | Reduced |
| MB, Levis & Associates, LLC | 311 | $93.7K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 310 | $93.4K | 0.01% | −4,221−93.2% | Reduced |
| Bank of New Hampshire | 310 | $93.4K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $90.9K | 0.01% | +455 | New |
| DSM Capital Partners LLC | 299 | $90.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 297 | $89.8K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $89.8K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 297 | $89.0K | 0.06% | +297 | New |
