| Fortis Capital Advisors, LLC | 557 | $251.6K | 0.15% | +557 | New |
| Alpha Family Trust | 555 | $250.6K | 0.23% | +555 | New |
| Haverford Trust Co | 553 | $249.7K | 0.00% | +9+1.7% | Added |
| Jackson Creek Investment Advisors LLC | 549 | $248.0K | 0.11% | +549 | New |
| Arabesque Asset Management Ltd | 548 | $247.5K | 0.08% | +548 | New |
| Geller Advisors LLC | 544 | $245.7K | 0.04% | +6+1.1% | Added |
| Copperwynd Financial, LLC | 540 | $243.9K | 0.14% | +540 | New |
| Crescent Grove Advisors, LLC | 539 | $243.4K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 530 | $239.5K | 0.04% | +530 | New |
| South State Corp. | 525 | $237.1K | 0.02% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 521 | $235.3K | 0.04% | +521 | New |
| Advisors Capital Management, LLC | 521 | $235.0K | 0.01% | −64−10.9% | Reduced |
| Comerica Securities,inc. | 520 | $234.6K | 0.02% | +520 | New |
| Echo Street Capital Management LLC | 519 | $234.4K | 0.00% | +519 | New |
| Insigneo Advisory Services, LLC | 519 | $234.0K | 0.09% | +519 | New |
| Natixis Investment Managers International | 516 | $233.0K | 0.02% | −120−18.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 600 | $233.0K | 0.07% | 00.0% | Unchanged |
| New Hampshire Trust | 512 | $231.2K | 0.06% | +512 | New |
| Gofen & Glossberg LLC | 512 | $231.0K | 0.01% | +512 | New |
| Inspire Advisors, LLC | 510 | $230.5K | 0.06% | +510 | New |
| ICICI Prudential Asset Management Co Ltd | 510 | $230.3K | 0.04% | +136+36.4% | Added |
| Alpha Paradigm Partners, LLC | 504 | $228.0K | 0.09% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 505 | $228.0K | 0.01% | +505 | New |
| Klingenstein Fields & Co LP | 502 | $226.7K | 0.01% | +502 | New |
| Wendell David Associates Inc | 500 | $226.0K | 0.03% | −60−10.7% | Reduced |
| First American Trust, FSB | 500 | $226.0K | 0.04% | +500 | New |
| Dodge & Cox | 500 | $225.8K | 0.00% | +500 | New |
| Nichols & Pratt Advisers LLP | 500 | $225.8K | 0.02% | +500 | New |
| Dakota Wealth Management | 500 | $225.8K | 0.02% | +500 | New |
| Orgel Wealth Management, LLC | 500 | $225.8K | 0.01% | +500 | New |
| Clark Capital Management Group, Inc. | 499 | $225.4K | 0.00% | −426−46.1% | Reduced |
| Aptus Capital Advisors, LLC | 498 | $224.9K | 0.01% | +498 | New |
| Accredited Investors Inc. | 495 | $223.7K | 0.02% | +495 | New |
| Lindbrook Capital, LLC | 491 | $221.7K | 0.03% | +90+22.4% | Added |
| Capital Investment Advisors, LLC | 490 | $221.0K | 0.01% | +490 | New |
| ICA Group Wealth Management, LLC | 487 | $220.0K | 0.05% | −639−56.7% | Reduced |
| Oak Family Advisors, LLC | 485 | $219.0K | 0.12% | +485 | New |
| Sequoia Financial Advisors, LLC | 484 | $218.6K | 0.01% | +484 | New |
| LWM Advisory Services, LLC | 500 | $218.3K | 0.24% | −8−1.6% | Reduced |
| SkyView Investment Advisors, LLC | 478 | $216.0K | 0.07% | +478 | New |
| First Capital Advisors Group, LLC. | 478 | $215.9K | 0.15% | +478 | New |
| Catalyst Financial Partners LLC | 478 | $215.9K | 0.11% | +478 | New |
| Gratus Capital LLC | 472 | $213.2K | 0.02% | +472 | New |
| Associated Banc-Corp | 470 | $212.3K | 0.01% | +470 | New |
| Wealth Alliance | 467 | $211.0K | 0.04% | +467 | New |
| ICW Investment Advisors LLC | 466 | $210.5K | 0.13% | +466 | New |
| Pekin Hardy Strauss, Inc. | 465 | $210.0K | 0.03% | −110−19.1% | Reduced |
| Heartland Bank & Trust Co | 465 | $210.0K | 0.15% | +465 | New |
| 1st Source Bank | 460 | $207.7K | 0.01% | +460 | New |
| SBB Research Group LLC | 460 | $207.7K | 0.30% | +460 | New |
| Horan Securities, Inc. | 460 | $207.6K | 0.12% | +1+0.2% | Added |
| AIA Group Ltd | 455 | $205.5K | 0.01% | −239−34.4% | Reduced |
| Tiaa, FSB | 453 | $204.6K | 0.00% | +453 | New |
| Veracity Capital LLC | 452 | $204.2K | 0.10% | +452 | New |
| Stewart & Patten Co LLC | 450 | $203.2K | 0.04% | +450 | New |
| North Star Asset Management Inc | 450 | $203.2K | 0.01% | +450 | New |
| HITE Hedge Asset Management LLC | 450 | $203.2K | 0.02% | +450 | New |
| Madison Wealth Management | 450 | $203.2K | 0.05% | +450 | New |
| TFB Advisors LLC | 449 | $202.8K | 0.17% | +449 | New |
| Patton Fund Management, Inc. | 445 | $201.0K | 0.06% | +445 | New |
| Ontario Teachers Pension Plan Board | 445 | $201.0K | 0.00% | +445 | New |
| Harvest Fund Management Co., Ltd | 423 | $193.0K | 0.05% | +122+40.5% | Added |
| Toth Financial Advisory Corp | 427 | $192.8K | 0.03% | −1−0.2% | Reduced |
| S.A. Mason LLC | 415 | $187.4K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 400 | $179.6K | 0.18% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 363 | $163.9K | 0.14% | +363 | New |
| Meeder Asset Management Inc | 336 | $151.7K | 0.01% | −4,599−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 330 | $149.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 327 | $147.7K | 0.00% | −20−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 324 | $146.3K | 0.06% | −230−41.5% | Reduced |
| FWL Investment Management, LLC | 310 | $140.0K | 0.11% | +310 | New |
| Beacon Capital Management, Inc. | 300 | $135.5K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 300 | $135.5K | 0.07% | +300 | New |
| CVA Family Office, LLC | 284 | $128.3K | 0.03% | +5+1.8% | Added |
| GHP Investment Advisors, Inc. | 281 | $127.1K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 273 | $123.4K | 0.12% | −222−44.8% | Reduced |
| Seaport Global Advisors, LLC | 272 | $122.8K | 0.43% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 259 | $117.0K | 0.04% | +259 | New |
| Coppell Advisory Solutions Corp. | 259 | $117.0K | 0.04% | +259 | New |
| Resurgent Financial Advisors LLC | 256 | $115.6K | 0.06% | +256 | New |
| Coastal Capital Group, Inc. | 296 | $114.9K | 0.03% | +1+0.3% | Added |
| Harbor Investment Advisory, LLC | 245 | $110.6K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 235 | $106.1K | 0.08% | +235 | New |
| Hills Bank & Trust Co | 226 | $102.0K | 0.02% | +226 | New |
| High Net Worth Advisory Group LLC | 225 | $101.6K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 214 | $96.6K | 0.00% | −14−6.1% | Reduced |
| Pinnacle Bancorp, Inc. | 207 | $93.0K | 0.04% | −11−5.0% | Reduced |
| Alta Advisers Ltd | 200 | $90.0K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 185 | $84.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 178 | $80.4K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 177 | $79.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 177 | $79.9K | 0.01% | +10+6.0% | Added |
| Compass Wealth Management LLC | 168 | $75.9K | 0.02% | +168 | New |
| Parkside Financial Bank & Trust | 163 | $73.6K | 0.02% | −3−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 163 | $73.6K | 0.00% | +163 | New |
| Clearview Wealth Advisors LLC | 153 | $69.5K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 149 | $67.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 140 | $63.2K | 0.02% | −87−38.3% | Reduced |
| Point72 Middle East FZE | 134 | $60.5K | 0.00% | +134 | New |
| Salem Investment Counselors Inc | 124 | $56.0K | 0.00% | 00.0% | Unchanged |
