| Hancock Whitney Corp | 624 | $292.0K | 0.01% | −11−1.7% | Reduced |
| Baxter Bros Inc | 623 | $292.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 621 | $291.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 621 | $291.0K | 0.05% | +621 | New |
| Caldwell Trust Co | 621 | $290.7K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 602 | $288.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 610 | $286.0K | 0.16% | −1−0.2% | Reduced |
| Syntax Advisors, LLC | 610 | $286.0K | 0.24% | −1−0.2% | Reduced |
| Integrated Advisors Network LLC | 607 | $284.0K | 0.02% | +607 | New |
| Walker Financial Services, Inc. | 601 | $281.1K | 0.27% | +601 | New |
| KCS Wealth Advisory | 601 | $281.0K | 0.12% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 600 | $281.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $281.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 593 | $277.0K | 0.01% | −48−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 592 | $277.0K | 0.01% | +109+22.6% | Added |
| Highland Private Wealth Management | 582 | $273.0K | 0.04% | −5−0.9% | Reduced |
| Waldron Private Wealth LLC | 584 | $273.0K | 0.02% | +72+14.1% | Added |
| BLB&B Advisors, LLC | 580 | $271.0K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 579 | $271.0K | 0.00% | +3+0.5% | Added |
| Sabal Trust CO | 575 | $269.0K | 0.02% | −85−12.9% | Reduced |
| Covenant Partners, LLC | 572 | $268.0K | 0.12% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 563 | $264.0K | 0.11% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 563 | $264.0K | 0.02% | +13+2.4% | Added |
| SFMG, LLC | 563 | $264.0K | 0.03% | +563 | New |
| Todd Asset Management LLC | 562 | $263.0K | 0.01% | +562 | New |
| Schechter Investment Advisors, LLC | 562 | $263.0K | 0.03% | +562 | New |
| Ellevest, Inc. | 560 | $262.0K | 0.02% | −12−2.1% | Reduced |
| Cresset Asset Management, LLC | 568 | $258.0K | 0.00% | −547−49.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 549 | $257.0K | 0.18% | +6+1.1% | Added |
| Lindbrook Capital, LLC | 544 | $255.0K | 0.04% | +9+1.7% | Added |
| Essex Financial Services, Inc. | 542 | $254.0K | 0.03% | +56+11.5% | Added |
| Coastal Investment Advisors, Inc. | 521 | $250.0K | 0.06% | +13+2.6% | Added |
| Hexagon Capital Partners LLC | 532 | $249.0K | 0.07% | −17−3.1% | Reduced |
| Radnor Capital Management, LLC | 530 | $248.0K | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 528 | $247.0K | 0.09% | −537−50.4% | Reduced |
| First Horizon Advisors, Inc. | 530 | $247.0K | 0.01% | −139−20.8% | Reduced |
| Wedbush Securities Inc | 527 | $247.0K | 0.01% | −8−1.5% | Reduced |
| Ballast, Inc. | 526 | $246.0K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 521 | $244.0K | 0.00% | −15−2.8% | Reduced |
| Haverford Trust Co | 522 | $244.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 514 | $241.0K | 0.01% | +146+39.7% | Added |
| Jupiter Asset Management Ltd | 513 | $240.0K | 0.00% | +513 | New |
| Camarda Financial Advisors, LLC | 510 | $239.0K | 0.24% | +510 | New |
| GraniteShares Advisors LLC | 507 | $237.0K | 0.17% | −76−13.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 504 | $236.0K | 0.14% | +2+0.4% | Added |
| Gitterman Wealth Management, LLC | 504 | $236.0K | 0.22% | +504 | New |
| Crawford Investment Counsel Inc | 503 | $235.0K | 0.01% | +2+0.4% | Added |
| Pinnacle Financial Partners Inc | 504 | $235.0K | 0.01% | +4+0.8% | Added |
| Donaldson Capital Management, LLC | 500 | $234.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 500 | $234.0K | 0.05% | +500 | New |
| Cary Street Partner Investment Advisory LLC | 498 | $233.0K | 0.02% | +498 | New |
| Convergence Investment Partners, LLC | 495 | $232.0K | 0.14% | −30−5.7% | Reduced |
| Humankind Investments LLC | 496 | $232.0K | 0.11% | +496 | New |
| Personal Capital Advisors Corp | 493 | $231.0K | 0.00% | +24+5.1% | Added |
| Everhart Financial Group, Inc. | 491 | $230.0K | 0.14% | +491 | New |
| Brighton Jones LLC | 488 | $228.0K | 0.01% | +488 | New |
| DGS Capital Management, LLC | 488 | $228.0K | 0.18% | +488 | New |
| Stanley-Laman Group, Ltd. | 481 | $225.0K | 0.04% | −224−31.8% | Reduced |
| Capital City Trust Co | 480 | $225.0K | 0.07% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 479 | $224.0K | 0.01% | −26−5.1% | Reduced |
| Financial Council Asset Management Inc | 478 | $224.0K | 0.28% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 475 | $222.0K | 0.00% | −1,203−71.7% | Reduced |
| E Fund Management Co., Ltd. | 474 | $222.0K | 0.02% | −30−6.0% | Reduced |
| Hightower 6M Holding, LLC | 475 | $222.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 472 | $221.0K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 472 | $221.0K | 0.09% | +3+0.6% | Added |
| American State Bank (Iowa) | 472 | $220.9K | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 467 | $219.0K | 0.02% | +102+27.9% | Added |
| Fisher Asset Management, LLC | 466 | $218.0K | 0.00% | +466 | New |
| NorthRock Partners, LLC | 465 | $218.0K | 0.02% | +465 | New |
| HighPoint Advisor Group LLC | 453 | $216.0K | 0.02% | +453 | New |
| Evergreen Capital Management LLC | 452 | $211.0K | 0.01% | −320−41.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 445 | $208.0K | 0.13% | +445 | New |
| First National Trust Co | 442 | $207.0K | 0.01% | +442 | New |
| Townsend & Associates, Inc | 422 | $206.0K | 0.10% | +422 | New |
| Regent Peak Wealth Advisors LLC | 442 | $206.0K | 0.07% | +442 | New |
| Mason Investment Advisory Services, Inc. | 438 | $205.0K | 0.02% | −1,435−76.6% | Reduced |
| Gofen & Glossberg LLC | 438 | $205.0K | 0.01% | +438 | New |
| Virtue Capital Management, LLC | 437 | $205.0K | 0.03% | +437 | New |
| Certified Advisory Corp | 439 | $205.0K | 0.05% | +439 | New |
| Sierra Capital LLC | 432 | $202.0K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 431 | $202.0K | 0.08% | +431 | New |
| YorkBridge Wealth Partners, LLC | 431 | $202.0K | 0.05% | +431 | New |
| Mascoma Wealth Management LLC | 430 | $201.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 430 | $201.0K | 0.01% | +430 | New |
| Wall Street Access Asset Management, LLC | 430 | $201.0K | 0.11% | +430 | New |
| PCG Wealth Advisors, LLC | 428 | $201.0K | 0.14% | +428 | New |
| Global Trust Asset Management, LLC | 425 | $199.0K | 0.10% | +425 | New |
| Credit Agricole S A | 413 | $193.0K | 0.01% | −311−43.0% | Reduced |
| Venture Visionary Partners LLC | 411 | $192.5K | 0.01% | +411 | New |
| Acropolis Investment Management, LLC | 404 | $189.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $187.0K | 0.04% | −260−39.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 381 | $178.0K | 0.01% | +208+120.2% | Added |
| Blue Bell Private Wealth Management, LLC | 360 | $169.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 356 | $166.6K | 0.07% | +7+2.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $166.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 340 | $159.0K | 0.02% | +1+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 330 | $154.0K | 0.01% | +330 | New |
| JJJ Advisors Inc. | 317 | $153.0K | 0.05% | +99+45.4% | Added |
| Harbour Investments, Inc. | 323 | $151.0K | 0.01% | +323 | New |
