| Kiely Wealth Advisory Group, Inc. | 405 | $85.3K | 0.05% | +405 | New |
| Smartleaf Asset Management LLC | 410 | $86.5K | 0.02% | +410 | New |
| Mark Sheptoff Financial Planning, LLC | 501 | $87.7K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 422 | $88.9K | 0.01% | +422 | New |
| NBC Securities, Inc. | 424 | $89.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 428 | $90.1K | 0.02% | +428 | New |
| Tompkins Financial Corp | 430 | $90.6K | 0.01% | +2+0.5% | Added |
| Johnson Financial Group, Inc. | 438 | $92.3K | 0.01% | +9+2.1% | Added |
| Acadian Asset Management LLC | 445 | $93.0K | 0.00% | +157+54.5% | Added |
| AdvisorNet Financial, Inc | 447 | $94.1K | 0.01% | +48+12.0% | Added |
| Horizon Bancorp Inc | 449 | $95.0K | 0.05% | +67+17.5% | Added |
| Beaird Harris Wealth Management, LLC | 460 | $96.9K | 0.01% | +91+24.7% | Added |
| MV Capital Management, Inc. | 462 | $97.3K | 0.01% | +37+8.7% | Added |
| Rakuten Investment Management, Inc. | 469 | $98.9K | 0.00% | +469 | New |
| Capital Advisors, Ltd. LLC | 479 | $101.0K | 0.01% | −1−0.2% | Reduced |
| Addison Advisors LLC | 480 | $101.1K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 499 | $102.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 488 | $102.8K | 0.01% | +53+12.2% | Added |
| Global Trust Asset Management, LLC | 494 | $104.1K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $105.3K | 0.01% | −2−0.4% | Reduced |
| TCTC Holdings, LLC | 500 | $105.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $105.3K | 0.07% | +200+66.7% | Added |
| Voisard Asset Management Group, Inc. | 500 | $105.3K | 0.06% | +500 | New |
| Parkside Financial Bank & Trust | 504 | $106.2K | 0.02% | +58+13.0% | Added |
| Farmers & Merchants Investments Inc | 507 | $106.8K | 0.00% | −30−5.6% | Reduced |
| First Personal Financial Services | 510 | $107.4K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 513 | $108.1K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 514 | $108.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 533 | $112.3K | 0.01% | −209−28.2% | Reduced |
| Oakworth Capital, Inc. | 541 | $113.9K | 0.01% | −24−4.2% | Reduced |
| Wolff Wiese Magana LLC | 545 | $114.8K | 0.11% | −198−26.6% | Reduced |
| Ci Investments Inc. | 547 | $115.0K | 0.00% | −20−3.5% | Reduced |
| Global Retirement Partners, LLC | 572 | $117.2K | 0.00% | +178+45.2% | Added |
| Acropolis Investment Management, LLC | 559 | $117.7K | 0.01% | +559 | New |
| Washington Trust Co | 563 | $118.6K | 0.00% | +60+11.9% | Added |
| Naples Money Management LLC | 570 | $120.1K | 0.11% | +570 | New |
| ORG Partners LLC | 587 | $123.7K | 0.02% | +106+22.0% | Added |
| Jamison Private Wealth Management, Inc. | 601 | $126.6K | 0.02% | +4+0.7% | Added |
| Bangor Savings Bank | 645 | $135.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 657 | $138.4K | 0.08% | +425+183.2% | Added |
| Principal Securities, Inc. | 666 | $140.4K | 0.01% | +666 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 670 | $141.1K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 703 | $148.1K | 0.03% | −670−48.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 711 | $150.0K | 0.09% | +711 | New |
| Indiana Trust & Investment Management CO | 715 | $150.6K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 716 | $150.8K | 0.02% | 00.0% | Unchanged |
| Natixis | 725 | $152.7K | 0.00% | −14,237−95.2% | Reduced |
| Y.D. More Investments Ltd | 750 | $158.0K | 0.03% | −125−14.3% | Reduced |
| Blue Chip Partners, Inc. | 757 | $159.5K | 0.02% | +120+18.8% | Added |
| Islay Capital Management, LLC | 773 | $162.8K | 0.13% | −1,001−56.4% | Reduced |
| Caldwell Trust Co | 781 | $164.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 804 | $169.5K | 0.02% | +116+16.9% | Added |
| Asset Dedication, LLC | 803 | $171.0K | 0.01% | +37+4.8% | Added |
| Whittier Trust Co | 816 | $171.9K | 0.00% | −73−8.2% | Reduced |
| Custom Portfolio Group LLC | 818 | $172.3K | 0.15% | +818 | New |
| Brown Brothers Harriman & Co | 837 | $176.3K | 0.00% | +305+57.3% | Added |
| Heritage Wealth Advisors | 852 | $179.4K | 0.01% | +150+21.4% | Added |
| Salem Investment Counselors Inc | 853 | $179.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 863 | $179.9K | 0.05% | +863 | New |
| Gold Investment Management Ltd. | 854 | $179.9K | 0.08% | +854 | New |
| Benjamin Edwards Inc | 861 | $181.0K | 0.04% | +70+8.8% | Added |
| Centaurus Financial, Inc. | 912 | $192.0K | 0.01% | +3+0.3% | Added |
| Live Oak Investment Partners | – | $194.0K | 0.18% | – | – |
| Deseret Mutual Benefit Administrators | 952 | $200.5K | 0.12% | −125−11.6% | Reduced |
| Northcape Wealth Management, LLC | 954 | $200.9K | 0.07% | +954 | New |
| Mitchell McLeod Pugh & Williams Inc | 955 | $201.1K | 0.05% | +955 | New |
| Lowe Brockenbrough & Co Inc | 956 | $201.4K | 0.02% | −281−22.7% | Reduced |
| Abn Amro Investment Solutions | 956 | $201.4K | 0.00% | +956 | New |
| UMA Financial Services, Inc. | 987 | $204.1K | 0.05% | +987 | New |
| First Financial Bankshares Inc | 970 | $204.3K | 0.00% | +970 | New |
| Collective Family Office LLC | 970 | $204.3K | 0.07% | +970 | New |
| Balanced Wealth Group LLC | 971 | $204.5K | 0.11% | +971 | New |
| Moneta Group Investment Advisors LLC | 971 | $204.5K | 0.00% | +971 | New |
| Los Angeles Capital Management LLC | 973 | $204.9K | 0.00% | +973 | New |
| Brandywine Oak Private Wealth LLC | 973 | $204.9K | 0.02% | +973 | New |
| Icon Wealth Advisors, LLC | 976 | $205.5K | 0.02% | +976 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 990 | $208.5K | 0.10% | +990 | New |
| Burns J W & Co Inc | 991 | $208.7K | 0.03% | +991 | New |
| Campbell Wealth Management | 990 | $209.0K | 0.02% | −295−23.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,001 | $210.0K | 0.18% | +1,001 | New |
| Astoria Portfolio Advisors LLC. | 1,011 | $210.0K | 0.09% | +1,011 | New |
| Nalls Sherbakoff Group, LLC | 999 | $210.4K | 0.19% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,000 | $210.6K | 0.09% | +1,000 | New |
| Keating Investment Counselors Inc | 1,001 | $210.9K | 0.08% | +1,001 | New |
| Analyst IMS Investment Management Services Ltd. | 1,000 | $211.0K | 0.01% | +1,000 | New |
| Means Investment Co., Inc. | 1,005 | $211.7K | 0.03% | +1,005 | New |
| PCA Investment Advisory Services Inc. | 1,008 | $212.3K | 0.14% | +1,008 | New |
| CSM Advisors, LLC | 1,010 | $213.0K | 0.02% | −200−16.5% | Reduced |
| NSI Retail Advisors, LLC | 1,010 | $213.0K | 0.03% | −200−16.5% | Reduced |
| FourThought Financial Partners, LLC | 1,015 | $213.8K | 0.03% | +1,015 | New |
| Barrett & Company, Inc. | 1,019 | $214.7K | 0.12% | −483−32.2% | Reduced |
| Jacobi Capital Management LLC | 1,030 | $216.9K | 0.02% | +1,030 | New |
| R. W. Roge & Company, Inc. | 1,031 | $217.0K | 0.14% | +1,031 | New |
| Rollins Financial Advisors, LLC | 1,032 | $217.4K | 0.05% | +1,032 | New |
| Avestar Capital, LLC | 1,034 | $217.8K | 0.03% | +1,034 | New |
| Crawford Investment Counsel Inc | 1,036 | $218.2K | 0.00% | +1,036 | New |
| Carson Advisory Inc. | 1,042 | $219.5K | 0.17% | +1,042 | New |
| Shufro Rose & Co LLC | 1,270 | $221.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,051 | $221.4K | 0.03% | −83−7.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,058 | $222.8K | 0.02% | +1,058 | New |
