| Zevenbergen Capital Investments LLC | 650 | $200.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 622 | $191.5K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 621 | $191.2K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 609 | $188.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 605 | $186.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 600 | $185.1K | 0.00% | −60−9.1% | Reduced |
| Bartlett & Co. LLC | 600 | $185.0K | 0.00% | −60−9.1% | Reduced |
| Front Row Advisors LLC | 575 | $177.0K | 0.09% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 570 | $175.0K | 0.01% | +290+103.6% | Added |
| Citizens National Bank Trust Department | 566 | $174.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 548 | $169.0K | 0.05% | +498+996.0% | Added |
| Oakworth Capital, Inc. | 544 | $167.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 516 | $159.0K | 0.00% | −2−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 508 | $156.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 494 | $152.0K | 0.02% | −136−21.6% | Reduced |
| Insight Financial Services | 491 | $151.0K | 0.40% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 464 | $148.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 428 | $132.0K | 0.01% | +59+16.0% | Added |
| Clearstead Advisors, LLC | 423 | $130.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 411 | $127.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 379 | $117.0K | 0.06% | +2+0.5% | Added |
| 1832 Asset Management L.P. | 375 | $115.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 370 | $114.0K | 0.05% | −17−4.4% | Reduced |
| CoreFirst Bank & Trust | 370 | $114.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 363 | $112.0K | 0.01% | +363 | New |
| SRS Capital Advisors, Inc. | 358 | $110.0K | 0.02% | +1+0.3% | Added |
| Sageworth Trust Co | 354 | $109.0K | 0.01% | −90−20.3% | Reduced |
| Disciplined Investments, LLC | 341 | $105.0K | 0.05% | +1+0.3% | Added |
| Larson Financial Group LLC | 322 | $99.0K | 0.02% | +78+32.0% | Added |
| Stephens Consulting, LLC | 321 | $98.8K | 0.08% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 315 | $97.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 316 | $97.0K | 0.13% | +60+23.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 315 | $97.0K | 0.02% | +315 | New |
| Column Capital Advisors, LLC | 310 | $95.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $93.0K | 0.01% | +2+0.7% | Added |
| Hanson & Doremus Investment Management | 300 | $92.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 300 | $92.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $92.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $92.0K | 0.00% | +150+100.0% | Added |
| Center for Financial Planning, Inc. | 297 | $91.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 286 | $88.0K | 0.03% | −86−23.1% | Reduced |
| Ameritas Investment Partners, Inc. | 278 | $85.0K | 0.00% | +23+9.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $83.0K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 265 | $82.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 260 | $80.0K | 0.00% | −19−6.8% | Reduced |
| Karlinski Andrew C | 253 | $78.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $77.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $77.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 244 | $75.2K | 0.06% | +1+0.4% | Added |
| Brown Brothers Harriman & Co | 226 | $70.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 222 | $69.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 222 | $68.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 210 | $65.0K | 0.01% | +210 | New |
| Cribstone Capital Management, LLC | 212 | $65.0K | 0.04% | +212 | New |
| Bell Investment Advisors, Inc | 211 | $65.0K | 0.02% | +211 | New |
| Northwest Investment Counselors, LLC | 200 | $62.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 200 | $62.0K | 0.05% | +200 | New |
| Ahrens Investment Partners LLC | 187 | $58.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $58.0K | 0.00% | +4+2.2% | Added |
| RWM Asset Management, LLC | 179 | $55.0K | 0.01% | −54−23.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 176 | $54.0K | 0.00% | +176 | New |
| Capital Directions Investment Advisors, LLC | 171 | $53.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 163 | $51.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 164 | $50.0K | 0.01% | +15+10.1% | Added |
| Truvestments Capital LLC | 159 | $49.0K | 0.03% | +159 | New |
| Raffa Wealth Management, LLC | 153 | $47.1K | 0.02% | +1+0.7% | Added |
| Toth Financial Advisory Corp | 150 | $46.0K | 0.01% | −30−16.7% | Reduced |
| Creative Financial Designs Inc | 146 | $45.0K | 0.01% | −28−16.1% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $45.0K | 0.00% | −5−3.3% | Reduced |
| Baldrige Asset Management LLC | 135 | $42.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 134 | $41.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $38.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 117 | $36.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 114 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 111 | $34.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 108 | $33.2K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 107 | $33.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 105 | $32.0K | 0.02% | +105 | New |
| Better Money Decisions, LLC | 103 | $32.0K | 0.03% | +103 | New |
| Clear Street Markets LLC | 100 | $31.0K | 0.01% | −11,746−99.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 102 | $31.0K | 0.00% | −190−65.1% | Reduced |
| Country Trust Bank | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 91 | $28.0K | 0.01% | +1+1.1% | Added |
| Trust Co | 87 | $27.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 85 | $26.0K | 0.02% | −51−37.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 | $26.0K | 0.00% | −15−15.0% | Reduced |
| McMillion Capital Management Inc | 82 | $25.0K | 0.02% | +82 | New |
| First National Bank of South Miami | 71 | $22.0K | 0.01% | −30−29.7% | Reduced |
| Avion Wealth | 73 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 70 | $22.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 66 | $20.0K | 0.01% | −249−79.0% | Reduced |
| Pflug Koory, LLC | 66 | $20.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 66 | $20.0K | 0.00% | +66 | New |
| Horrell Capital Management, Inc. | 61 | $19.0K | 0.01% | −6−9.0% | Reduced |
| Charter Oak Capital Management, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 59 | $18.0K | 0.01% | +59 | New |
| Kistler-Tiffany Companies, LLC | 56 | $17.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 57 | $17.0K | 0.01% | +57 | New |
| Sargent Bickham Lagudis LLC | 53 | $16.0K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |