| Kathmere Capital Management, LLC | 956 | $225.0K | 0.04% | −79−7.6% | Reduced |
| Highland Capital Management, LLC | 955 | $225.0K | 0.01% | −9−0.9% | Reduced |
| AMJ Financial Wealth Management | 953 | $225.0K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 953 | $224.8K | 0.02% | +953 | New |
| Provident Wealth Management, LLC | 948 | $224.0K | 0.15% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 950 | $224.0K | 0.28% | +950 | New |
| Excalibur Management Corp | 946 | $223.0K | 0.09% | −216−18.6% | Reduced |
| Am Investment Strategies LLC | 944 | $223.0K | 0.05% | +944 | New |
| PDS Planning, Inc | 942 | $222.0K | 0.04% | −157−14.3% | Reduced |
| Almanack Investment Partners, LLC. | 943 | $222.0K | 0.02% | −3−0.3% | Reduced |
| First Financial Corp | 942 | $222.0K | 0.14% | 00.0% | Unchanged |
| Gleason Group, Inc. | 940 | $222.0K | 0.07% | +1+0.1% | Added |
| CX Institutional | 941 | $222.0K | 0.02% | +370+64.8% | Added |
| Kistler-Tiffany Companies, LLC | 939 | $221.0K | 0.04% | +569+153.8% | Added |
| Keudell/Morrison Wealth Management | 931 | $220.0K | 0.09% | −176−15.9% | Reduced |
| 6 Meridian | 933 | $220.0K | 0.02% | +933 | New |
| LBMC Investment Advisors, LLC | 923 | $218.0K | 0.02% | +923 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 923 | $218.0K | 0.07% | +923 | New |
| Gateway Investment Advisers LLC | 922 | $217.0K | 0.00% | −146−13.7% | Reduced |
| RWM Asset Management, LLC | 920 | $217.0K | 0.04% | +251+37.5% | Added |
| Balentine LLC | 918 | $217.0K | 0.01% | +918 | New |
| First Foundation Advisors | 916 | $216.0K | 0.01% | −211−18.7% | Reduced |
| First Command Financial Services, Inc. | 916 | $216.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 915 | $215.7K | 0.02% | +915 | New |
| Brown Capital Management LLC | 908 | $214.0K | 0.00% | +908 | New |
| Harbour Investments, Inc. | 902 | $213.0K | 0.01% | −2,374−72.5% | Reduced |
| Kings Point Capital Management | 905 | $213.0K | 0.02% | +48+5.6% | Added |
| Galvin, Gaustad & Stein, LLC | 903 | $213.0K | 0.02% | +903 | New |
| Endowment Wealth Management, Inc. | 904 | $213.0K | 0.22% | +904 | New |
| Two Sigma Securities, LLC | 899 | $212.0K | 0.04% | +899 | New |
| Avantax Planning Partners, Inc. | 887 | $209.0K | 0.01% | +887 | New |
| Meridian Wealth Advisors, LLC | 881 | $208.0K | 0.05% | +881 | New |
| Lakeview Capital Partners, LLC | 874 | $206.0K | 0.12% | −131−13.0% | Reduced |
| Carlson Capital Management | 874 | $206.0K | 0.02% | +874 | New |
| Full Sail Capital, LLC | 969 | $205.0K | 0.02% | +969 | New |
| Magnolia Capital Advisors LLC | 870 | $205.0K | 0.06% | +870 | New |
| CCG Wealth Management, LLC | 865 | $204.0K | 0.11% | +865 | New |
| D.A. Davidson & Co. | 850 | $200.0K | 0.00% | +850 | New |
| First Command Bank | 916 | $194.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 768 | $181.0K | 0.07% | +768 | New |
| Clearview Wealth Advisors LLC | 718 | $169.0K | 0.10% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 714 | $168.0K | 0.05% | +714 | New |
| Fortitude Advisory Group L.L.C. | 708 | $167.0K | 0.09% | +708 | New |
| Centaurus Financial, Inc. | 688 | $162.0K | 0.01% | +5+0.7% | Added |
| Key Financial Inc | 685 | $162.0K | 0.08% | 00.0% | Unchanged |
| Newfound Research LLC | 650 | $153.0K | 0.18% | +386+146.2% | Added |
| Whittier Trust Co | 646 | $152.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 643 | $152.0K | 0.14% | +643 | New |
| Annapolis Financial Services, LLC | 635 | $150.0K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 590 | $139.0K | 0.03% | −1,648−73.6% | Reduced |
| Cedar Wealth Management, LLC | 569 | $134.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 553 | $131.0K | 0.01% | +553 | New |
| Blueprint Investment Partners LLC | 519 | $122.4K | 0.03% | +519 | New |
| Selective Wealth Management, Inc. | 505 | $119.0K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 504 | $119.0K | 0.04% | +20+4.1% | Added |
| West Paces Advisors Inc. | 502 | $118.4K | 0.04% | +22+4.6% | Added |
| West Financial Advisors, LLC | 500 | $118.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $118.0K | 0.07% | +500 | New |
| Salem Investment Counselors Inc | 495 | $117.0K | 0.00% | +240+94.1% | Added |
| Lindbrook Capital, LLC | 492 | $116.0K | 0.02% | +155+46.0% | Added |
| Tilia Fiduciary Partners, Inc. | 488 | $115.0K | 0.09% | +488 | New |
| Smithfield Trust Co | 498 | $114.0K | 0.01% | −2−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 486 | $114.0K | 0.06% | +486 | New |
| Cornerstone Advisory, LLC | 466 | $110.0K | 0.02% | +466 | New |
| Patriot Financial Group Insurance Agency, LLC | 460 | $109.0K | 0.02% | −70−13.2% | Reduced |
| Mystic Asset Management, Inc. | 460 | $108.0K | 0.05% | +460 | New |
| State of Wyoming | 446 | $105.0K | 0.05% | +82+22.5% | Added |
| Private Capital Group, LLC | 432 | $102.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 426 | $100.0K | 0.02% | +341+401.2% | Added |
| Clearstead Advisors, LLC | 420 | $99.0K | 0.01% | −16−3.7% | Reduced |
| Heritage Wealth Advisors | 413 | $97.0K | 0.01% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 405 | $96.0K | 0.07% | +405 | New |
| TFC Financial Management | 395 | $93.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 393 | $93.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 450 | $92.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 389 | $92.0K | 0.01% | +46+13.4% | Added |
| Lumature Wealth Partners, LLC | 386 | $91.0K | 0.04% | −2−0.5% | Reduced |
| Sandy Spring Bank | 378 | $89.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 352 | $83.0K | 0.00% | −10−2.8% | Reduced |
| Field & Main Bank | 350 | $83.0K | 0.05% | +100+40.0% | Added |
| Rockbridge Investment Management, LCC | 350 | $83.0K | 0.01% | +150+75.0% | Added |
| Global Financial Private Client, LLC | 346 | $81.6K | 0.04% | +40+13.1% | Added |
| Trust Co of Vermont | 340 | $80.0K | 0.01% | +340 | New |
| RPg Family Wealth Advisory, LLC | 321 | $75.7K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 312 | $74.0K | 0.00% | +74+31.1% | Added |
| Tradewinds Capital Management, LLC | 300 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 304 | $71.0K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 285 | $67.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 281 | $66.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 278 | $66.0K | 0.01% | +36+14.9% | Added |
| Quent Capital, LLC | 279 | $66.0K | 0.01% | +279 | New |
| North Star Investment Management Corp. | 275 | $65.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 274 | $65.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 251 | $59.0K | 0.02% | +185+280.3% | Added |
| Montag A & Associates Inc | 244 | $58.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 248 | $58.0K | 0.02% | +248 | New |
| JFS Wealth Advisors, LLC | 237 | $56.0K | 0.01% | −29−10.9% | Reduced |
| FinTrust Capital Advisors, LLC | 238 | $56.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 227 | $53.6K | 0.05% | +227 | New |
| Arcadia Investment Management Corp | 221 | $52.0K | 0.01% | 00.0% | Unchanged |