| Main Street Research LLC | 490 | $218.5K | 0.04% | −1,657−77.2% | Reduced |
| Glassman Wealth Services | 489 | $218.0K | 0.04% | +19+4.0% | Added |
| Cyndeo Wealth Partners, LLC | 489 | $218.0K | 0.02% | +489 | New |
| Ascent Group, LLC | 488 | $217.6K | 0.02% | +488 | New |
| Walkner Condon Financial Advisors LLC | 478 | $213.2K | 0.06% | +478 | New |
| Sandy Spring Bank | 478 | $213.1K | 0.01% | +12+2.6% | Added |
| Crawford Investment Counsel Inc | 474 | $211.3K | 0.00% | +474 | New |
| McLean Asset Management Corp | 472 | $210.6K | 0.09% | +472 | New |
| One Capital Management, LLC | 471 | $210.0K | 0.01% | +471 | New |
| Tennessee Valley Asset Management Partners | 470 | $209.5K | 0.07% | +470 | New |
| Milestone Investment Advisors LLC | 465 | $207.3K | 0.06% | +465 | New |
| Loomis Sayles & Co L P | 464 | $207.0K | 0.00% | −142−23.4% | Reduced |
| Bremer Bank National Association | 464 | $206.9K | 0.04% | +464 | New |
| Principal Street Partners, LLC | 460 | $205.1K | 0.05% | −306−39.9% | Reduced |
| Ewa, LLC | 477 | $204.0K | 0.15% | +477 | New |
| Fort Sheridan Advisors LLC | 457 | $203.7K | 0.05% | +457 | New |
| Live Oak Private Wealth LLC | 454 | $202.4K | 0.04% | +454 | New |
| LifeSteps Financial, Inc. | 454 | $202.4K | 0.21% | +454 | New |
| Concord Wealth Partners | 451 | $201.1K | 0.06% | +50+12.5% | Added |
| Matrix Asset Advisors Inc | 450 | $200.6K | 0.03% | +450 | New |
| McClarren Financial Advisors, Inc. | 450 | $200.0K | 0.18% | +1+0.2% | Added |
| CVA Family Office, LLC | 445 | $198.4K | 0.04% | +52+13.2% | Added |
| Atticus Wealth Management, LLC | 435 | $194.1K | 0.07% | +140+47.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 435 | $193.9K | 0.09% | +196+82.0% | Added |
| Park Place Capital Corp | 435 | $193.9K | 0.05% | +19+4.6% | Added |
| Horizon Bancorp Inc | 433 | $193.0K | 0.12% | −10−2.3% | Reduced |
| Hall Laurie J Trustee | 426 | $190.0K | 0.08% | +426 | New |
| Carolinas Wealth Consulting LLC | 422 | $187.9K | 0.04% | +83+24.5% | Added |
| Fortis Advisors, LLC | 400 | $178.3K | 0.12% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 400 | $178.3K | 0.09% | +125+45.5% | Added |
| KB Financial Partners, LLC | 393 | $175.0K | 0.05% | +92+30.6% | Added |
| FinTrust Capital Advisors, LLC | 445 | $173.2K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 369 | $164.5K | 0.01% | −211−36.4% | Reduced |
| ICA Group Wealth Management, LLC | 363 | $161.8K | 0.04% | +1+0.3% | Added |
| Harbour Investments, Inc. | 361 | $160.8K | 0.01% | +44+13.9% | Added |
| Plante Moran Financial Advisors, LLC | 355 | $158.3K | 0.02% | +167+88.8% | Added |
| Newbridge Financial Services Group, Inc. | 349 | $155.4K | 0.08% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 324 | $144.4K | 0.02% | −22−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 320 | $142.7K | 0.01% | +65+25.5% | Added |
| Covestor Ltd | 316 | $141.0K | 0.12% | −37−10.5% | Reduced |
| Riverview Trust Co | 313 | $139.5K | 0.13% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 308 | $137.3K | 0.02% | +308 | New |
| Farther Finance Advisors, LLC | 306 | $136.4K | 0.04% | −22−6.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 297 | $132.0K | 0.00% | +40+15.6% | Added |
| Itau Unibanco Holding S.A. | 296 | $132.0K | 0.01% | +296 | New |
| Pinnacle Bancorp, Inc. | 285 | $127.1K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 284 | $126.6K | 0.10% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 276 | $123.1K | 0.01% | +2+0.7% | Added |
| Capula Management Ltd | 253 | $112.8K | 0.01% | −9,147−97.3% | Reduced |
| Close Asset Management Ltd | 249 | $111.0K | 0.01% | +204+453.3% | Added |
| DT Investment Partners, LLC | 246 | $108.9K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 234 | $104.3K | 0.00% | −1,665−87.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 29,462 | $103.1K | 2.38% | +32+0.1% | Added |
| Delta Asset Management LLC | 228 | $101.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 227 | $101.2K | 0.03% | −29−11.3% | Reduced |
| C M Bidwell & Associates Ltd | 222 | $99.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 219 | $97.6K | 0.00% | −12−5.2% | Reduced |
| Virtus Investment Advisers, Inc. | 212 | $94.5K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 211 | $94.1K | 0.04% | +6+2.9% | Added |
| Islay Capital Management, LLC | 205 | $91.4K | 0.09% | −120−36.9% | Reduced |
| Versant Capital Management, Inc | 205 | $91.3K | 0.03% | +7+3.5% | Added |
| AM Squared Ltd | 200 | $89.2K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $87.8K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 196 | $87.4K | 0.01% | +35+21.7% | Added |
| Carmel Capital Partners, LLC | 187 | $83.4K | 0.05% | +187 | New |
| Farmers & Merchants Investments Inc | 185 | $82.5K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 184 | $82.0K | 0.03% | +28+17.9% | Added |
| Salem Investment Counselors Inc | 180 | $80.3K | 0.00% | −23−11.3% | Reduced |
| Financial Management Professionals, Inc. | 177 | $79.0K | 0.02% | +1+0.6% | Added |
| Atlas Capital Advisors LLC | 176 | $78.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 172 | $76.7K | 0.01% | −317−64.8% | Reduced |
| Core Alternative Capital | 171 | $76.2K | 0.01% | +95+125.0% | Added |
| Bell Investment Advisors, Inc | 170 | $75.8K | 0.02% | +15+9.7% | Added |
| Resurgent Financial Advisors LLC | 169 | $75.3K | 0.05% | −34−16.7% | Reduced |
| Vigilant Capital Management, LLC | 165 | $74.0K | 0.01% | −123−42.7% | Reduced |
| Deseret Mutual Benefit Administrators | 158 | $70.4K | 0.03% | −182−53.5% | Reduced |
| Catalyst Capital Advisors LLC | 158 | $70.4K | 0.00% | −61−27.9% | Reduced |
| Avalon Trust Co | 157 | $70.0K | 0.01% | +157 | New |
| United Community Bank | 155 | $69.1K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 152 | $67.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $67.0K | 0.04% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 150 | $66.9K | 0.04% | +50+50.0% | Added |
| Mizuho Securities Co. Ltd. | 150 | $66.9K | 0.21% | −150−50.0% | Reduced |
| Lumature Wealth Partners, LLC | 148 | $66.0K | 0.04% | −7−4.5% | Reduced |
| Valley National Advisers Inc | 146 | $64.0K | 0.01% | +32+28.1% | Added |
| BDO Wealth Advisors, LLC | 141 | $62.9K | 0.01% | +129+1,075.0% | Added |
| Grey Fox Wealth Advisors, LLC | 141 | $62.9K | 0.04% | +6+4.4% | Added |
| Highline Wealth Partners LLC | 138 | $61.7K | 0.04% | +1+0.7% | Added |
| Princeton Global Asset Management LLC | 137 | $61.3K | 0.02% | +57+71.3% | Added |
| Cambridge Trust Co | 131 | $58.4K | 0.00% | −82−38.5% | Reduced |
| Eagle Bay Advisors LLC | 131 | $58.3K | 0.03% | −11−7.7% | Reduced |
| First Manhattan Co | 128 | $57.1K | 0.00% | +13+11.3% | Added |
| Global Financial Private Client, LLC | 129 | $56.8K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 120 | $53.4K | 0.00% | −10−7.7% | Reduced |
| SOA Wealth Advisors, LLC. | 119 | $53.1K | 0.01% | −6−4.8% | Reduced |
| Arlington Partners LLC | 117 | $52.2K | 0.01% | +7+6.4% | Added |
| Center for Financial Planning, Inc. | 115 | $51.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 115 | $51.3K | 0.01% | +115 | New |
| SkyView Investment Advisors, LLC | 113 | $50.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 111 | $49.6K | 0.01% | +60+117.6% | Added |
