| Change Path, LLC | 261 | $210.0K | 0.01% | +261 | New |
| Keel Point, LLC | 260 | $209.8K | 0.03% | +260 | New |
| Washington Trust Bank | 260 | $209.4K | 0.02% | +260 | New |
| Naples Global Advisors, LLC | 260 | $209.4K | 0.02% | +260 | New |
| Tower Bridge Advisors | 260 | $209.4K | 0.02% | −30−10.3% | Reduced |
| Grove Bank & Trust | 257 | $207.0K | 0.04% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 257 | $207.0K | 0.01% | +257 | New |
| Hutchens & Kramer Investment Management Group, LLC | 257 | $207.0K | 0.15% | +257 | New |
| Abbrea Capital, LLC | 256 | $206.0K | 0.03% | +256 | New |
| Chicago Trust Co NA | 255 | $205.4K | 0.05% | +255 | New |
| Quotient Wealth Partners, LLC | 255 | $205.4K | 0.01% | +255 | New |
| Buckingham Strategic Wealth, LLC | 251 | $202.4K | 0.00% | +251 | New |
| Catalina Capital Group, LLC | 251 | $202.2K | 0.16% | +251 | New |
| New Jersey Better Educational Savings Trust | 250 | $201.3K | 0.42% | +250 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 250 | $201.3K | 0.02% | +250 | New |
| Cambridge Trust Co | 250 | $201.3K | 0.01% | −2−0.8% | Reduced |
| Essex Savings Bank | 250 | $201.3K | 0.06% | +250 | New |
| Onefund, LLC | 249 | $200.5K | 0.26% | +249 | New |
| Quent Capital, LLC | 246 | $198.2K | 0.03% | +32+15.0% | Added |
| Centaurus Financial, Inc. | 242 | $195.0K | 0.01% | −25−9.4% | Reduced |
| HM Payson & Co | 237 | $190.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 236 | $190.1K | 0.08% | +236 | New |
| Rakuten Investment Management, Inc. | 232 | $188.9K | 0.00% | +232 | New |
| Natixis Investment Managers International | 230 | $185.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 216 | $174.0K | 0.01% | +10+4.9% | Added |
| SYSTM Wealth Solutions LLC | 208 | $167.5K | 0.02% | +208 | New |
| TD Waterhouse Canada Inc. | 185 | $161.8K | 0.00% | +26+16.4% | Added |
| Winthrop Capital Management, LLC | 194 | $156.2K | 0.05% | +194 | New |
| Massmutual Trust Co FSB | 193 | $155.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $146.5K | 0.04% | +182 | New |
| Private Trust Co NA | 180 | $145.0K | 0.02% | −20−10.0% | Reduced |
| First Manhattan Co | 177 | $143.4K | 0.00% | +2+1.1% | Added |
| Arlington Trust Co LLC | 171 | $137.7K | 0.04% | +150+714.3% | Added |
| AJOVista, LLC | 167 | $134.5K | 0.17% | +167 | New |
| Concord Wealth Partners | 165 | $132.9K | 0.03% | −17−9.3% | Reduced |
| Central Trust Co | 162 | $130.5K | 0.00% | −50−23.6% | Reduced |
| Tradition Wealth Management, LLC | 162 | $130.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 157 | $126.4K | 0.02% | −690−81.5% | Reduced |
| Harbour Investments, Inc. | 152 | $122.4K | 0.01% | −19−11.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 150 | $120.8K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 149 | $120.0K | 0.01% | +149 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $112.8K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 152 | $110.0K | 0.00% | +66+76.7% | Added |
| Delta Asset Management LLC | 132 | $106.3K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 130 | $104.7K | 0.00% | +130 | New |
| Independence Bank of Kentucky | 129 | $103.9K | 0.04% | +63+95.5% | Added |
| SRS Capital Advisors, Inc. | 128 | $103.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 122 | $98.3K | 0.09% | +122 | New |
| Glassman Wealth Services | 121 | $97.5K | 0.01% | +1+0.8% | Added |
| Brown Brothers Harriman & Co | 121 | $97.5K | 0.00% | +2+1.7% | Added |
| Grayhawk Investment Strategies Inc. | 120 | $96.6K | 0.05% | +120 | New |
| City Holding Co | 112 | $90.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 109 | $87.8K | 0.01% | −25−18.7% | Reduced |
| Core Alternative Capital | 108 | $87.1K | 0.01% | −71−39.7% | Reduced |
| GoalVest Advisory LLC | 107 | $86.2K | 0.04% | +55+105.8% | Added |
| Systematic Alpha Investments, LLC | 104 | $83.8K | 0.00% | +104 | New |
| Itau Unibanco Holding S.A. | 102 | $82.2K | 0.00% | −39−27.7% | Reduced |
| Readystate Asset Management LP | 102 | $82.2K | 0.00% | +102 | New |
| Covestor Ltd | 101 | $82.0K | 0.06% | +17+20.2% | Added |
| ICA Group Wealth Management, LLC | 100 | $80.5K | 0.02% | +100 | New |
| Quintet Private Bank (Europe) S.A. | 100 | $80.5K | 0.01% | +100 | New |
| Deseret Mutual Benefit Administrators | 94 | $75.7K | 0.04% | −26−21.7% | Reduced |
| Union Savings Bank | 93 | $74.9K | 0.04% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 93 | $74.9K | 0.02% | +93 | New |
| Farmers & Merchants Investments Inc | 91 | $73.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $73.3K | 0.00% | +1+1.1% | Added |
| Spartan Planning & Wealth Management | 88 | $70.9K | 0.08% | −5−5.4% | Reduced |
| Focused Wealth Management, Inc | 85 | $68.1K | 0.01% | +1+1.2% | Added |
| First Eagle Investment Management, LLC | 80 | $64.4K | 0.00% | +1+1.3% | Added |
| First Horizon Advisors, Inc. | 78 | $62.8K | 0.00% | +2+2.6% | Added |
| Bruce G. Allen Investments, LLC | 78 | $62.8K | 0.06% | +78 | New |
| CVA Family Office, LLC | 75 | $60.4K | 0.01% | +75 | New |
| Loomis Sayles & Co L P | 69 | $56.0K | 0.00% | +3+4.5% | Added |
| MV Capital Management, Inc. | 69 | $55.6K | 0.01% | +4+6.2% | Added |
| Center for Financial Planning, Inc. | 67 | $54.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 64 | $53.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $53.4K | 0.01% | +3+4.8% | Added |
| JDM Financial Group LLC | 66 | $53.2K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 65 | $52.1K | 0.09% | +65 | New |
| Rational Advisors LLC | 64 | $51.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 64 | $51.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $49.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 60 | $48.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 58 | $46.7K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 55 | $44.3K | 0.05% | +55 | New |
| Baystate Wealth Management LLC | 54 | $43.9K | 0.00% | +10+22.7% | Added |
| Byrne Asset Management LLC | 53 | $42.8K | 0.03% | – | – |
| Sandy Spring Bank | 53 | $42.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $40.3K | 0.00% | −5−9.1% | Reduced |
| Castleview Partners, LLC | 49 | $39.5K | 0.03% | −27−35.5% | Reduced |
| Asset Dedication, LLC | 48 | $39.0K | 0.00% | −4−7.7% | Reduced |
| Key Financial Inc | 46 | $37.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $36.2K | 0.00% | +4+9.8% | Added |
| Institutional & Family Asset Management, LLC | 44 | $35.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 43 | $34.6K | 0.00% | +11+34.4% | Added |
| Tanglewood Legacy Advisors, LLC | 43 | $34.5K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $32.2K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 40 | $32.2K | 0.02% | +40 | New |
| Toth Financial Advisory Corp | 39 | $31.4K | 0.00% | +1+2.6% | Added |
| GW&K Investment Management, LLC | 37 | $30.0K | 0.00% | 00.0% | Unchanged |
