| Castleview Partners, LLC | 11,452 | $36.0K | 0.00% | +11,452 | New |
| Mystic Asset Management, Inc. | 114 | $36.0K | 0.02% | +114 | New |
| Patriot Financial Group Insurance Agency, LLC | 122 | $39.0K | 0.01% | +36+41.9% | Added |
| Silvant Capital Management LLC | 127 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 128 | $41.0K | 0.01% | +11+9.4% | Added |
| Benjamin Edwards Inc | 133 | $42.0K | 0.01% | +133 | New |
| Larson Financial Group LLC | 135 | $43.0K | 0.01% | +15+12.5% | Added |
| McCarthy Asset Management, Inc. | 136 | $43.0K | 0.03% | +136 | New |
| Missouri Trust & Investment Co | 135 | $43.0K | 0.02% | +135 | New |
| Covestor Ltd | 138 | $44.0K | 0.06% | +138 | New |
| Independence Bank of Kentucky | 140 | $45.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 146 | $46.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 146 | $46.0K | 0.01% | +1+0.7% | Added |
| Harvest Fund Management Co., Ltd | 147 | $46.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 149 | $47.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 147 | $47.0K | 0.03% | +147 | New |
| Washington Trust Co | 150 | $48.0K | 0.00% | −422−73.8% | Reduced |
| Bourgeon Capital Management LLC | 150 | $48.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 154 | $49.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 161 | $51.0K | 0.01% | +161 | New |
| Zullo Investment Group, Inc. | 161 | $51.0K | 0.03% | +161 | New |
| NuWave Investment Management, LLC | 165 | $52.0K | 0.06% | −425−72.0% | Reduced |
| Optimum Investment Advisors | 168 | $53.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 170 | $54.0K | 0.00% | −55−24.4% | Reduced |
| Financial Perspectives, Inc | 175 | $55.7K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 175 | $56.0K | 0.01% | +175 | New |
| Harbour Investments, Inc. | 179 | $57.0K | 0.00% | −2,031−91.9% | Reduced |
| AIA Group Ltd | 181 | $58.0K | 0.00% | +181 | New |
| Freedman Financial Associates, Inc. | 186 | $59.0K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 186 | $59.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 186 | $59.0K | 0.02% | +186 | New |
| Allworth Financial LP | 189 | $60.0K | 0.00% | +184+3,680.0% | Added |
| SOA Wealth Advisors, LLC. | 197 | $62.0K | 0.02% | +1+0.5% | Added |
| Salem Investment Counselors Inc | 200 | $64.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $64.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $64.0K | 0.02% | +200 | New |
| Cassady Schiller Wealth Management, LLC | 200 | $64.0K | 0.04% | +200 | New |
| Point72 Hong Kong Ltd | 209 | $66.0K | 0.01% | −9,837−97.9% | Reduced |
| SRS Capital Advisors, Inc. | 209 | $66.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 214 | $68.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 214 | $68.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 226 | $72.0K | 0.01% | +75+49.7% | Added |
| Bay Harbor Wealth Management, LLC | 249 | $76.0K | 0.03% | +10+4.2% | Added |
| Tilia Fiduciary Partners, Inc. | 244 | $78.0K | 0.06% | +244 | New |
| CoreCap Advisors, LLC | 259 | $82.0K | 0.01% | +259 | New |
| BerganKDV Wealth Management, LLC | 266 | $85.0K | 0.01% | +260+4,333.3% | Added |
| Atticus Wealth Management, LLC | 275 | $87.0K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 276 | $87.0K | 0.01% | +276 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 278 | $87.0K | 0.07% | +278 | New |
| NEXT Financial Group, Inc | 294 | $93.0K | 0.01% | +45+18.1% | Added |
| Ellevest, Inc. | 302 | $96.0K | 0.01% | +33+12.3% | Added |
| Lee Financial Co | 307 | $98.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 317 | $101.0K | 0.02% | +103+48.1% | Added |
| City Holding Co | 352 | $104.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 335 | $107.0K | 0.03% | +86+34.5% | Added |
| KB Financial Partners, LLC | 349 | $111.0K | 0.03% | +349 | New |
| Eagle Bay Advisors LLC | 356 | $113.0K | 0.07% | −210−37.1% | Reduced |
| Massmutual Trust Co FSB | 357 | $114.0K | 0.00% | +4+1.1% | Added |
| Old North State Trust, LLC | 360 | $115.0K | 0.08% | +192+114.3% | Added |
| Sound Income Strategies, LLC | 385 | $122.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 392 | $124.7K | 0.02% | −151−27.8% | Reduced |
| IFP Advisors, Inc | 398 | $127.0K | 0.00% | −68−14.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 398 | $127.0K | 0.00% | 00.0% | Unchanged |
| Seeyond | 406 | $129.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 421 | $133.0K | 0.01% | +421 | New |
| Harbor Investment Advisory, LLC | 444 | $141.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 446 | $141.0K | 0.00% | +446 | New |
| Piscataqua Savings Bank | 450 | $143.0K | 0.11% | 00.0% | Unchanged |
| Gleason Group, Inc. | 471 | $150.0K | 0.05% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 510 | $162.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 518 | $165.0K | 0.01% | +95+22.5% | Added |
| Paragon Capital Management Ltd | 519 | $165.0K | 0.03% | +519 | New |
| Walleye Trading LLC | 549 | $175.0K | 0.00% | +549 | New |
| CWM, LLC | 550 | $175.0K | 0.00% | +550 | New |
| Quent Capital, LLC | 549 | $175.0K | 0.04% | +549 | New |
| Acropolis Investment Management, LLC | 563 | $179.0K | 0.02% | −5−0.9% | Reduced |
| Hanson & Doremus Investment Management | 570 | $181.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 573 | $182.0K | 0.00% | +107+23.0% | Added |
| Central Trust Co | 623 | $198.0K | 0.01% | −80−11.4% | Reduced |
| 1st Source Bank | 629 | $200.0K | 0.01% | +629 | New |
| Koshinski Asset Management, Inc. | 633 | $201.4K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 636 | $202.0K | 0.01% | +636 | New |
| Peoples Bank | 635 | $202.0K | 0.10% | +635 | New |
| Hancock Whitney Investment Services Inc. | 621 | $203.0K | 0.04% | +621 | New |
| RFG Advisory, LLC | 637 | $203.0K | 0.01% | +637 | New |
| Plante Moran Financial Advisors, LLC | 642 | $204.0K | 0.03% | +59+10.1% | Added |
| Dorsey & Whitney Trust CO LLC | 644 | $205.0K | 0.02% | +644 | New |
| Wedmont Private Capital | 625 | $205.0K | 0.06% | +625 | New |
| Financial Advisors Network, Inc. | 648 | $206.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 653 | $206.0K | 0.01% | +6+0.9% | Added |
| Salem Capital Management Inc | 650 | $207.0K | 0.11% | +650 | New |
| Nicola Wealth Management Ltd. | 651 | $208.0K | 0.02% | +651 | New |
| Patron Partners Advisors, LLC | 654 | $208.0K | 0.14% | +654 | New |
| Lincoln Capital Corp | 672 | $214.0K | 0.10% | +672 | New |
| Northwest Bancshares, Inc. | 675 | $215.0K | 0.04% | −75−10.0% | Reduced |
| Wagner Wealth Management, LLC | 675 | $215.0K | 0.16% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 675 | $215.0K | 0.05% | +675 | New |
| Kolinsky Wealth Management, LLC | 675 | $215.0K | 0.20% | +675 | New |
| Leavell Investment Management, Inc. | 678 | $216.0K | 0.01% | +678 | New |
| Mayflower Financial Advisors, LLC | 681 | $217.0K | 0.03% | +1+0.1% | Added |