| Adirondack Trust Co | 400 | $140.1K | 0.06% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 400 | $141.9K | 0.02% | +400 | New |
| Signaturefd, LLC | 407 | $142.5K | 0.00% | +4+1.0% | Added |
| Covestor Ltd | 409 | $143.0K | 0.09% | +341+501.5% | Added |
| Quest Partners LLC | 411 | $143.9K | 0.03% | −866−67.8% | Reduced |
| SRS Capital Advisors, Inc. | 412 | $144.3K | 0.02% | −127−23.6% | Reduced |
| Eagle Bay Advisors LLC | 456 | $159.7K | 0.10% | +34+8.1% | Added |
| Impact Partnership Wealth, LLC | 456 | $159.7K | 0.06% | +8+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 475 | $166.3K | 0.01% | +408+609.0% | Added |
| Gen-Wealth Partners Inc | 489 | $171.2K | 0.08% | +489 | New |
| Parallel Advisors, LLC | 523 | $183.2K | 0.00% | +43+9.0% | Added |
| Park Place Capital Corp | 531 | $186.0K | 0.07% | −11−2.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 542 | $189.8K | 0.07% | +542 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 544 | $190.5K | 0.00% | +544 | New |
| Wayfinding Financial, LLC | 529 | $200.0K | 0.12% | +529 | New |
| AE Wealth Management LLC | 574 | $201.1K | 0.00% | −1,492−72.2% | Reduced |
| Delap Wealth Advisory, LLC | 582 | $203.8K | 0.08% | +582 | New |
| RSM US Wealth Management LLC | 586 | $205.2K | 0.01% | +586 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 591 | $207.0K | 0.00% | −13,409−95.8% | Reduced |
| LMR Partners LLP | 591 | $207.0K | 0.01% | +591 | New |
| Sequoia Financial Advisors, LLC | 593 | $207.7K | 0.00% | +593 | New |
| Ignite Planners, LLC | 589 | $209.0K | 0.06% | +589 | New |
| HBK Sorce Advisory LLC | 598 | $209.4K | 0.01% | +598 | New |
| TrinityPoint Wealth, LLC | 598 | $209.4K | 0.03% | +598 | New |
| Eagle Global Advisors LLC | 600 | $210.1K | 0.01% | +600 | New |
| DF Dent & Co Inc | 605 | $211.9K | 0.00% | +605 | New |
| AdvisorNet Financial, Inc | 606 | $212.2K | 0.02% | −407−40.2% | Reduced |
| Hilltop Holdings Inc. | 606 | $212.2K | 0.02% | +606 | New |
| Fortitude Advisory Group L.L.C. | 616 | $215.7K | 0.12% | +616 | New |
| Amplius Wealth Advisors, LLC | 617 | $216.1K | 0.02% | +617 | New |
| Linden Thomas Advisory Services, LLC | 620 | $217.1K | 0.03% | −357−36.5% | Reduced |
| Capital Counsel LLC | 621 | $217.5K | 0.01% | +621 | New |
| Prosperity Financial Group, Inc. | 622 | $217.8K | 0.13% | +622 | New |
| Ellevest, Inc. | 629 | $220.3K | 0.01% | +629 | New |
| Wallace Advisory Group, LLC | 1,038 | $223.6K | 0.17% | −181−14.8% | Reduced |
| Diametric Capital, LP | 644 | $225.5K | 0.13% | −1,568−70.9% | Reduced |
| Danske Bank A/S | 644 | $225.5K | 0.00% | +644 | New |
| Meadow Creek Wealth Advisors LLC | 644 | $225.5K | 0.16% | +644 | New |
| Paulson Wealth Management Inc. | 653 | $228.7K | 0.07% | +653 | New |
| McGlone Suttner Wealth Management, Inc. | 653 | $228.8K | 0.04% | +30+4.8% | Added |
| Bensler, LLC | 654 | $228.9K | 0.03% | +654 | New |
| Origin Asset Management LLP | 656 | $229.7K | 0.06% | +656 | New |
| Symmetry Partners, LLC | 667 | $234.0K | 0.02% | +667 | New |
| Hutchens & Kramer Investment Management Group, LLC | 661 | $234.6K | 0.14% | +661 | New |
| FourThought Financial Partners, LLC | 671 | $235.0K | 0.03% | +671 | New |
| Wealthstream Advisors, Inc. | 671 | $235.0K | 0.09% | +671 | New |
| Mezzasalma Advisors, LLC | 674 | $236.0K | 0.11% | +674 | New |
| McLean Asset Management Corp | 675 | $237.5K | 0.08% | +675 | New |
| Stratos Wealth Partners, LTD. | 680 | $238.1K | 0.00% | +680 | New |
| Baird Financial Group, Inc. | 684 | $239.5K | 0.00% | +684 | New |
| Kathmere Capital Management, LLC | 689 | $241.3K | 0.03% | +689 | New |
| Prospera Financial Services Inc | 697 | $244.4K | 0.01% | +697 | New |
| WMS Partners, LLC | 724 | $253.5K | 0.02% | +724 | New |
| Koshinski Asset Management, Inc. | 725 | $253.9K | 0.03% | −575−44.2% | Reduced |
| Abel Hall, LLC | 725 | $253.9K | 0.19% | +725 | New |
| Forte Capital LLC | 726 | $254.2K | 0.03% | +726 | New |
| Highland Capital Management, LLC | 733 | $256.7K | 0.01% | +733 | New |
| Bourne Lent Asset Management Inc | 736 | $257.7K | 0.10% | +736 | New |
| Morningstar Investment Management LLC | 742 | $260.0K | 0.03% | +742 | New |
| Consolidated Portfolio Review Corp | 744 | $260.5K | 0.07% | +744 | New |
| PFG Investments, LLC | 744 | $260.5K | 0.02% | +744 | New |
| Ascent Group, LLC | 745 | $260.9K | 0.02% | +745 | New |
| Claret Asset Management Corp | 745 | $261.0K | 0.04% | +745 | New |
| Perigon Wealth Management, LLC | 748 | $262.0K | 0.01% | +748 | New |
| L2 Asset Management, LLC | 749 | $262.4K | 0.09% | +749 | New |
| AXS Investments LLC | 750 | $262.6K | 0.06% | −3,450−82.1% | Reduced |
| Bryn Mawr Trust Co | 750 | $262.6K | 0.01% | +750 | New |
| Thompson Davis & Co., Inc. | 750 | $262.6K | 0.18% | +750 | New |
| Intrust Bank NA | 753 | $263.7K | 0.03% | +753 | New |
| Atomi Financial Group, Inc. | 753 | $263.7K | 0.02% | +753 | New |
| Smithfield Trust Co | 753 | $264.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 751 | $268.2K | 0.02% | +15+2.0% | Added |
| Ci Investments Inc. | 776 | $272.0K | 0.00% | −166−17.6% | Reduced |
| Petrus Trust Company, LTA | 782 | $273.9K | 0.02% | −532−40.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 800 | $280.2K | 0.01% | +800 | New |
| Accurate Wealth Management, LLC | 854 | $280.5K | 0.08% | +854 | New |
| Moneta Group Investment Advisors LLC | 805 | $281.9K | 0.00% | +805 | New |
| CIBC Private Wealth Group, LLC | 795 | $282.1K | 0.00% | +795 | New |
| Meeder Advisory Services, Inc. | 809 | $283.3K | 0.03% | +809 | New |
| Private Advisor Group, LLC | 812 | $284.3K | 0.00% | +812 | New |
| Mutual Advisors, LLC | 813 | $284.6K | 0.01% | +813 | New |
| Greenfield Savings Bank | 813 | $284.7K | 0.15% | +813 | New |
| Merit Financial Group, LLC | 783 | $285.0K | 0.01% | +783 | New |
| Fifth Third Bancorp | 845 | $295.9K | 0.00% | −171−16.8% | Reduced |
| Gsa Capital Partners LLP | 849 | $297.0K | 0.02% | +849 | New |
| CWM, LLC | 851 | $298.0K | 0.00% | −72−7.8% | Reduced |
| Grandfield & Dodd, LLC | 861 | $301.5K | 0.02% | +861 | New |
| Tevis Investment Management | 862 | $301.9K | 0.26% | +862 | New |
| Dakota Wealth Management | 887 | $310.6K | 0.01% | −358−28.8% | Reduced |
| D'Orazio & Associates, Inc. | 889 | $311.3K | 0.05% | +889 | New |
| Axxcess Wealth Management, LLC | 892 | $312.4K | 0.01% | −152−14.6% | Reduced |
| Personal Cfo Solutions, LLC | 899 | $314.9K | 0.05% | +899 | New |
| Strategy Asset Managers LLC | 900 | $315.2K | 0.07% | +900 | New |
| Hyperion Capital Advisors LP | 900 | $315.2K | 0.15% | +900 | New |
| Fidelis Capital Partners, LLC | 911 | $319.0K | 0.05% | +911 | New |
| Manchester Capital Management LLC | 913 | $319.7K | 0.04% | +849+1,326.6% | Added |
| HighPoint Advisor Group LLC | 856 | $320.0K | 0.02% | −93−9.8% | Reduced |
| Greenleaf Trust | 921 | $322.5K | 0.00% | −2,469−72.8% | Reduced |
| Boothbay Fund Management, LLC | 930 | $325.7K | 0.01% | −1,567−62.8% | Reduced |
| GW Henssler & Associates Ltd | 937 | $328.1K | 0.02% | −12−1.3% | Reduced |
