| EverSource Wealth Advisors, LLC | 274 | $145.3K | 0.02% | +6+2.2% | Added |
| Massmutual Trust Co FSB | 276 | $146.3K | 0.01% | +31+12.7% | Added |
| Truvestments Capital LLC | 282 | $149.3K | 0.08% | −129−31.4% | Reduced |
| Park Place Capital Corp | 291 | $154.3K | 0.04% | +56+23.8% | Added |
| Farther Finance Advisors, LLC | 302 | $160.1K | 0.05% | −7−2.3% | Reduced |
| Archer Investment Corp | 318 | $160.2K | 0.06% | +216+211.8% | Added |
| Umb Bank N A | 306 | $162.2K | 0.00% | −152−33.2% | Reduced |
| Sittner & Nelson, LLC | 328 | $173.9K | 0.10% | +47+16.7% | Added |
| Mascoma Wealth Management LLC | 332 | $174.0K | 0.05% | −6−1.8% | Reduced |
| Ancora Advisors, LLC | 334 | $177.1K | 0.01% | +66+24.6% | Added |
| Blume Capital Management, Inc. | 340 | $180.2K | 0.06% | −732−68.3% | Reduced |
| Hexagon Capital Partners LLC | 349 | $185.0K | 0.05% | −27−7.2% | Reduced |
| Icon Wealth Partners, LLC | 351 | $186.1K | 0.02% | +351 | New |
| Horizon Family Wealth, Inc. | 381 | $202.0K | 0.21% | +381 | New |
| Northstar Group, Inc. | 385 | $204.1K | 0.05% | +385 | New |
| Tactive Advisors, LLC | 386 | $204.6K | 0.15% | +386 | New |
| Busey Wealth Management | 390 | $206.7K | 0.01% | −154−28.3% | Reduced |
| Domani Wealth, LLC | 390 | $206.7K | 0.05% | +390 | New |
| Fundamentun, LLC | 391 | $207.3K | 0.03% | +391 | New |
| AlphaMark Advisors, LLC | 395 | $209.0K | 0.09% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 395 | $209.0K | 0.01% | +395 | New |
| GraniteShares Advisors LLC | 395 | $209.4K | 0.18% | +395 | New |
| Journey Strategic Wealth LLC | 395 | $209.5K | 0.02% | +395 | New |
| Harrell Investment Partners, LLC | 500 | $210.2K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $212.0K | 0.13% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 400 | $212.0K | 0.04% | +400 | New |
| Epic Trust Investment Advisors, LLC | 400 | $212.0K | 0.27% | +400 | New |
| Integral Investment Advisors, Inc. | 400 | $212.0K | 0.15% | +400 | New |
| Full Sail Capital, LLC | 401 | $212.6K | 0.02% | +401 | New |
| James Investment Research Inc | 402 | $213.0K | 0.03% | −35−8.0% | Reduced |
| Kaizen Financial Strategies | 403 | $213.6K | 0.21% | −21−5.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 404 | $214.2K | 0.01% | −210−34.2% | Reduced |
| Crescent Grove Advisors, LLC | 403 | $214.3K | 0.02% | +403 | New |
| Poehling Capital Management, LLC | 405 | $214.7K | 0.07% | +405 | New |
| Barrett & Company, Inc. | 406 | $215.0K | 0.14% | +381+1,524.0% | Added |
| Dakota Wealth Management | 409 | $216.8K | 0.01% | +409 | New |
| West Wealth Group, LLC | 410 | $217.2K | 0.10% | +410 | New |
| West Bancorporation Inc | 411 | $217.9K | 0.17% | +411 | New |
| Cary Street Partner Investment Advisory LLC | 414 | $219.5K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 433 | $219.7K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 416 | $220.5K | 0.04% | +416 | New |
| EP Wealth Advisors, LLC | 2,017 | $221.1K | 0.00% | +614+43.8% | Added |
| Keel Point, LLC | 418 | $221.3K | 0.03% | +418 | New |
| JGP Wealth Management, LLC | 418 | $221.6K | 0.04% | +418 | New |
| Appleton Partners Inc | 419 | $222.0K | 0.02% | +419 | New |
| Blueprint Investment Partners LLC | 419 | $222.1K | 0.05% | +419 | New |
| Donaldson Capital Management, LLC | 420 | $222.6K | 0.01% | −100−19.2% | Reduced |
| Schnieders Capital Management LLC | 420 | $222.7K | 0.05% | +420 | New |
| Ascent Group, LLC | 421 | $223.2K | 0.02% | +421 | New |
| Hoxton Planning & Management, LLC | 421 | $223.2K | 0.12% | +421 | New |
| Affinity Wealth Management LLC | 423 | $224.2K | 0.05% | +423 | New |
| Sage Mountain Advisors LLC | 425 | $225.3K | 0.04% | +425 | New |
| Moody Lynn & Lieberson, LLC | 427 | $226.4K | 0.02% | +427 | New |
| Manchester Capital Management LLC | 427 | $226.4K | 0.03% | +114+36.4% | Added |
| RFG Advisory, LLC | 429 | $227.5K | 0.01% | −3−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 431 | $228.7K | 0.05% | +431 | New |
| Evercore Wealth Management, LLC | 433 | $229.5K | 0.00% | +433 | New |
| RSM US Wealth Management LLC | 437 | $232.5K | 0.01% | +437 | New |
| Gilbert & Cook, Inc. | 440 | $233.3K | 0.04% | +440 | New |
| Coastal Capital Group, Inc. | 441 | $234.0K | 0.05% | +2+0.5% | Added |
| Guidance Point Advisors, LLC | 445 | $235.7K | 0.10% | +445 | New |
| Summit Trail Advisors, LLC | 445 | $236.5K | 0.01% | +445 | New |
| FineMark National Bank & Trust | 448 | $237.5K | 0.01% | −58−11.5% | Reduced |
| HBK Sorce Advisory LLC | 451 | $239.2K | 0.01% | −447−49.8% | Reduced |
| Tandem Capital Management Corp | 455 | $241.2K | 0.17% | +455 | New |
| QCM Cayman, Ltd. | 455 | $241.2K | 1.51% | +455 | New |
| Osborne Partners Capital Management, LLC | 455 | $241.3K | 0.02% | +455 | New |
| Thomas White International Ltd | 456 | $241.7K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 457 | $242.3K | 0.06% | +457 | New |
| Capital International Sarl | 458 | $242.8K | 0.01% | +458 | New |
| First Affirmative Financial Network | 459 | $243.3K | 0.28% | −59−11.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 460 | $243.9K | 0.21% | +460 | New |
| Grassi Investment Management | 460 | $244.0K | 0.03% | +460 | New |
| Stonehearth Capital Management, LLC | 461 | $244.4K | 0.13% | +461 | New |
| Jacobi Capital Management LLC | 462 | $244.9K | 0.03% | +462 | New |
| Column Capital Advisors, LLC | 462 | $244.9K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 462 | $244.9K | 0.03% | +462 | New |
| Syntegra Private Wealth Group, LLC | 463 | $245.7K | 0.04% | +463 | New |
| International Assets Investment Management, LLC | 465 | $246.5K | 0.04% | −99,981−99.5% | Reduced |
| Angeles Wealth Management, LLC | 466 | $247.0K | 0.04% | +466 | New |
| Camden Capital, LLC | 467 | $247.3K | 0.04% | +467 | New |
| Haverford Trust Co | 467 | $247.6K | 0.00% | +467 | New |
| Crestwood Advisors Group LLC | 468 | $248.1K | 0.01% | +468 | New |
| Global Retirement Partners, LLC | 488 | $251.0K | 0.01% | +58+13.5% | Added |
| Wesbanco Bank Inc | 473 | $251.0K | 0.01% | +473 | New |
| Insigneo Advisory Services, LLC | 472 | $251.9K | 0.08% | +472 | New |
| Congress Asset Management Co | 476 | $252.6K | 0.00% | +476 | New |
| Benjamin Edwards Inc | 478 | $253.0K | 0.06% | −154−24.4% | Reduced |
| McLean Asset Management Corp | 478 | $253.5K | 0.10% | −8−1.6% | Reduced |
| Aaron Wealth Advisors | 484 | $256.6K | 0.04% | −24−4.7% | Reduced |
| Mitchell Capital Management Co | 484 | $256.6K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 485 | $257.0K | 0.04% | −3,986−89.2% | Reduced |
| Parisi Gray Wealth Management | 485 | $257.0K | 0.16% | +485 | New |
| Telos Capital Management, Inc. | 486 | $257.6K | 0.04% | −1−0.2% | Reduced |
| Sather Financial Group Inc | 487 | $258.2K | 0.02% | −46−8.6% | Reduced |
| West Family Investments, Inc. | 489 | $259.2K | 0.10% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 490 | $259.5K | 0.02% | −41,914−98.8% | Reduced |
| Interchange Capital Partners, LLC | 490 | $259.8K | 0.14% | +490 | New |
| Davis R M Inc | 491 | $260.0K | 0.01% | −23−4.5% | Reduced |
| M Holdings Securities, Inc. | 491 | $260.0K | 0.03% | −4−0.8% | Reduced |
