| TFG Advisers LLC | 611 | $263.0K | 0.11% | +611 | New |
| Probity Advisors, Inc. | 604 | $260.0K | 0.05% | −3−0.5% | Reduced |
| Winch Advisory Services, LLC | 604 | $260.0K | 0.09% | +3+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 603 | $259.0K | 0.01% | +603 | New |
| Frank, Rimerman Advisors LLC | 600 | $258.1K | 0.09% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 600 | $258.1K | 0.18% | +600 | New |
| FLC Capital Advisors | 600 | $258.0K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 600 | $258.0K | 0.10% | +600 | New |
| Alterna Wealth Management, Inc | 594 | $255.0K | 0.21% | +594 | New |
| SP Asset Management | 652 | $253.0K | 0.03% | +18+2.8% | Added |
| Proficio Capital Partners LLC | 585 | $252.0K | 0.04% | +585 | New |
| Hancock Whitney Investment Services Inc. | 582 | $247.0K | 0.04% | +582 | New |
| Sit Investment Associates Inc | 570 | $245.0K | 0.01% | +570 | New |
| Independent Financial Group, LLC | 567 | $243.9K | 0.02% | −761−57.3% | Reduced |
| Credit Agricole S A | 563 | $242.0K | 0.01% | −993−63.8% | Reduced |
| Balentine LLC | 560 | $241.0K | 0.01% | +560 | New |
| Wealthspire Advisors, LLC | 558 | $240.0K | 0.01% | +558 | New |
| Verition Fund Management LLC | 556 | $239.0K | 0.00% | −2,787−83.4% | Reduced |
| Trust Co of Vermont | 553 | $238.0K | 0.02% | +553 | New |
| Pinnacle Wealth Planning Services, Inc. | 553 | $238.0K | 0.05% | +553 | New |
| Mirabella Financial Services LLP | 550 | $237.0K | 0.02% | −339−38.1% | Reduced |
| Banque Pictet & Cie SA | 550 | $237.0K | 0.00% | +550 | New |
| Keystone Financial Group | 551 | $237.0K | 0.04% | +551 | New |
| Capstone Wealth Management Group, LLC | 551 | $237.0K | 0.19% | +551 | New |
| BNC Wealth Management, LLC | 549 | $236.0K | 0.11% | +549 | New |
| AlphaMark Advisors, LLC | 543 | $234.0K | 0.08% | −104−16.1% | Reduced |
| Cornerstone Wealth Management, LLC | 541 | $232.0K | 0.02% | +541 | New |
| Alhambra Investment Partners LLC | 540 | $232.0K | 0.16% | +540 | New |
| Johnson Bixby & Associates, LLC | 535 | $230.0K | 0.06% | −135−20.1% | Reduced |
| Associated Banc-Corp | 534 | $230.0K | 0.01% | +534 | New |
| StrategIQ Financial Group, LLC | 530 | $228.0K | 0.02% | +530 | New |
| Clarus Wealth Advisors | 525 | $228.0K | 0.13% | +525 | New |
| Beacon Pointe Advisors, LLC | 527 | $227.0K | 0.01% | −311−37.1% | Reduced |
| Regions Financial Corp | 528 | $227.0K | 0.00% | +528 | New |
| Avantax Advisory Services, Inc. | 521 | $225.0K | 0.00% | +521 | New |
| Citizens Financial Group Inc | 516 | $222.0K | 0.01% | +516 | New |
| Driehaus Capital Management LLC | 513 | $221.0K | 0.00% | +513 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 511 | $220.0K | 0.01% | +511 | New |
| MAI Capital Management | 507 | $218.0K | 0.00% | +507 | New |
| Enlightenment Research, LLC | 500 | $215.0K | 0.31% | −600−54.5% | Reduced |
| Beta Wealth Group, Inc. | 644 | $215.0K | 0.16% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 500 | $215.0K | 0.23% | +500 | New |
| Court Place Advisors, LLC | 500 | $215.0K | 0.06% | +500 | New |
| Inlet Private Wealth, LLC | 500 | $215.0K | 0.05% | +500 | New |
| Pacific Wealth Strategies Group, Inc. | 500 | $215.0K | 0.07% | +500 | New |
| Y-Intercept (Hong Kong) Ltd | 497 | $214.0K | 0.05% | −2,035−80.4% | Reduced |
| Cornercap Investment Counsel Inc | 496 | $213.0K | 0.03% | −266−34.9% | Reduced |
| Natixis Investment Managers International | 489 | $210.0K | 0.01% | −34−6.5% | Reduced |
| Coastal Bridge Advisors, LLC | 486 | $209.0K | 0.04% | +486 | New |
| Douglas Lane & Associates, LLC | 485 | $209.0K | 0.00% | +485 | New |
| Mission Wealth Management, LP | 483 | $208.0K | 0.01% | +483 | New |
| Capital Bank & Trust Co | 481 | $207.0K | 6.58% | +481 | New |
| Verity Asset Management, Inc. | 478 | $206.0K | 0.12% | +478 | New |
| Bellevue Asset Management, LLC | 477 | $205.0K | 0.12% | −25−5.0% | Reduced |
| Trillium Asset Management, LLC | 476 | $205.0K | 0.00% | +476 | New |
| Claret Asset Management Corp | 477 | $205.0K | 0.04% | +477 | New |
| Quantum Private Wealth, LLC | 477 | $205.0K | 0.08% | +477 | New |
| Old Port Advisors | 469 | $203.0K | 0.07% | +469 | New |
| Meadow Creek Wealth Advisors LLC | 473 | $203.0K | 0.19% | +473 | New |
| Baker Avenue Asset Management, LP | 470 | $202.0K | 0.01% | +470 | New |
| Fulcrum Equity Management | 467 | $201.0K | 0.08% | +467 | New |
| Paragon Capital Management Ltd | 422 | $182.0K | 0.03% | +422 | New |
| GPS Wealth Strategies Group, LLC | 421 | $181.0K | 0.04% | +1+0.2% | Added |
| United Community Bank | 410 | $176.3K | 0.18% | +410 | New |
| Community Bank, N.A. | 410 | $176.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 404 | $174.0K | 0.11% | −24−5.6% | Reduced |
| West Oak Capital, LLC | 400 | $172.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 355 | $153.0K | 0.21% | +355 | New |
| Confluence Wealth Services, Inc. | 357 | $153.0K | 0.05% | +357 | New |
| CoreCap Advisors, LLC | 352 | $151.0K | 0.01% | +352 | New |
| Anchor Investment Management, LLC | 331 | $142.4K | 0.02% | +295+819.4% | Added |
| Concord Wealth Partners | 307 | $132.0K | 0.03% | +145+89.5% | Added |
| Kelly Financial Services LLC | 303 | $130.2K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 302 | $130.0K | 0.02% | +2+0.7% | Added |
| Montag A & Associates Inc | 299 | $129.0K | 0.01% | +232+346.3% | Added |
| FourThought Financial, LLC | 289 | $124.0K | 0.02% | +112+63.3% | Added |
| Global Trust Asset Management, LLC | 286 | $123.0K | 0.05% | +280+4,666.7% | Added |
| Freedman Financial Associates, Inc. | 281 | $121.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 277 | $119.0K | 0.03% | −73−20.9% | Reduced |
| First Horizon Advisors, Inc. | 266 | $114.0K | 0.00% | −6−2.2% | Reduced |
| PFG Private Wealth Management, LLC | 263 | $113.0K | 0.06% | +263 | New |
| Versant Capital Management, Inc | 259 | $111.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 256 | $110.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 248 | $109.0K | 0.01% | +7+2.9% | Added |
| Dividend Assets Capital, LLC | 250 | $108.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 251 | $108.0K | 0.02% | +39+18.4% | Added |
| Princeton Global Asset Management LLC | 235 | $101.0K | 0.03% | +35+17.5% | Added |
| Lee Financial Co | 233 | $101.0K | 0.02% | +216+1,270.6% | Added |
| Foresight Capital Management Advisors, Inc. | 233 | $100.0K | 0.10% | +233 | New |
| Byrne Asset Management LLC | 228 | $98.0K | 0.06% | +228 | New |
| Clearstead Advisors, LLC | 225 | $97.0K | 0.01% | −17−7.0% | Reduced |
| Guardian Wealth Management, Inc. | 225 | $97.0K | 0.09% | +225 | New |
| Hanson & Doremus Investment Management | 211 | $91.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 207 | $89.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 205 | $88.0K | 0.01% | −310−60.2% | Reduced |
| Hoese & Co LLP | 200 | $86.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 193 | $83.0K | 0.00% | +193 | New |
| NuWave Investment Management, LLC | 193 | $83.0K | 0.09% | +193 | New |
| Fortitude Advisory Group L.L.C. | 193 | $83.0K | 0.04% | +193 | New |
| West Paces Advisors Inc. | 190 | $81.7K | 0.03% | −30−13.6% | Reduced |
