| Financial Perspectives, Inc | 213 | $79.8K | 0.04% | +213 | New |
| Delta Asset Management LLC | 214 | $80.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 216 | $81.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 224 | $83.0K | 0.00% | −1,823−89.1% | Reduced |
| Smithfield Trust Co | 222 | $83.0K | 0.01% | +130+141.3% | Added |
| Covestor Ltd | 221 | $83.0K | 0.12% | +221 | New |
| Clearstead Advisors, LLC | 237 | $89.0K | 0.01% | +75+46.3% | Added |
| Fred Alger Management, LLC | 239 | $90.0K | 0.00% | +239 | New |
| Fortitude Advisory Group L.L.C. | 247 | $93.0K | 0.05% | +247 | New |
| First Community Trust NA | 250 | $93.6K | 0.08% | +250 | New |
| James Investment Research Inc | 250 | $94.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 253 | $95.0K | 0.02% | +40+18.8% | Added |
| Mascoma Wealth Management LLC | 256 | $96.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 261 | $98.0K | 0.01% | +4+1.6% | Added |
| Carolinas Wealth Consulting LLC | 270 | $101.0K | 0.02% | +17+6.7% | Added |
| Concord Wealth Partners | 271 | $102.0K | 0.02% | +271 | New |
| Montag A & Associates Inc | 275 | $103.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $112.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $112.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 300 | $112.0K | 0.00% | +186+163.2% | Added |
| Capital Analysts, LLC | 306 | $114.0K | 0.01% | +103+50.7% | Added |
| CoreCap Advisors, LLC | 306 | $115.0K | 0.01% | +306 | New |
| Bedel Financial Consulting, Inc. | 310 | $116.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 309 | $116.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 314 | $118.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 323 | $120.0K | 0.04% | +323 | New |
| JFS Wealth Advisors, LLC | 323 | $121.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 324 | $121.0K | 0.03% | +4+1.3% | Added |
| Charter Oak Capital Management, LLC | 323 | $121.0K | 0.01% | +232+254.9% | Added |
| Reilly Financial Advisors, LLC | 335 | $125.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 335 | $125.5K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 339 | $127.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 346 | $130.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 357 | $134.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 363 | $136.0K | 0.02% | +337+1,296.2% | Added |
| Ellevest, Inc. | 366 | $137.0K | 0.01% | +207+130.2% | Added |
| Brown Brothers Harriman & Co | 368 | $138.0K | 0.00% | +26+7.6% | Added |
| Bellevue Asset Management, LLC | 375 | $140.0K | 0.08% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 378 | $142.0K | 0.00% | +334+759.1% | Added |
| HM Payson & Co | 396 | $148.0K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 399 | $149.0K | 0.12% | +399 | New |
| TD Private Client Wealth LLC | 404 | $151.3K | 0.01% | −32−7.3% | Reduced |
| Hartford Financial Management Inc. | 412 | $154.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 414 | $155.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 439 | $164.0K | 0.03% | +11+2.6% | Added |
| C M Bidwell & Associates Ltd | 437 | $164.0K | 0.10% | +437 | New |
| Carroll Financial Associates, Inc. | 450 | $165.0K | 0.01% | −204−31.2% | Reduced |
| Sit Investment Associates Inc | 445 | $167.0K | 0.00% | +445 | New |
| Farmers & Merchants Investments Inc | 457 | $171.0K | 0.01% | −3−0.7% | Reduced |
| Atlas Capital Advisors LLC | 468 | $175.3K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 484 | $181.0K | 0.05% | +484 | New |
| Central Trust Co | 491 | $184.0K | 0.01% | +10+2.1% | Added |
| Denali Advisors LLC | 500 | $187.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 500 | $187.0K | 0.01% | +500 | New |
| Balasa Dinverno & Foltz LLC | 538 | $202.0K | 0.01% | −401−42.7% | Reduced |
| Wesbanco Bank Inc | 539 | $202.0K | 0.01% | +539 | New |
| Cable Hill Partners, LLC | 541 | $203.0K | 0.04% | +541 | New |
| Journey Strategic Wealth LLC | 543 | $203.0K | 0.02% | +543 | New |
| Newbridge Financial Services Group, Inc. | 546 | $204.0K | 0.10% | +1+0.2% | Added |
| Great Diamond Partners, LLC | 547 | $204.0K | 0.05% | +547 | New |
| Bond & Devick Financial Network, Inc. | 545 | $204.0K | 0.15% | +545 | New |
| Ferguson Wellman Capital Management, Inc | 551 | $206.0K | 0.01% | +551 | New |
| Ambassador Advisors, LLC | 550 | $206.0K | 0.04% | +550 | New |
| Rockland Trust Co | 551 | $207.0K | 0.01% | +551 | New |
| BOK Financial Private Wealth, Inc. | 553 | $207.0K | 0.01% | +553 | New |
| Old Mission Capital LLC | 553 | $207.0K | 0.01% | +553 | New |
| Harbor Group, Inc. | 553 | $207.0K | 0.12% | +553 | New |
| Legacy Capital Partners, Inc. | 555 | $208.0K | 0.07% | −300−35.1% | Reduced |
| TFC Financial Management | 556 | $208.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 561 | $210.0K | 0.01% | −598−51.6% | Reduced |
| PAX Financial Group, LLC | 560 | $210.0K | 0.05% | +560 | New |
| Independent Advisor Alliance | 567 | $212.0K | 0.01% | +567 | New |
| Stonegate Investment Group, LLC | 570 | $213.0K | 0.01% | +570 | New |
| Parkside Advisors LLC | 578 | $216.0K | 0.07% | +578 | New |
| Meridian Investment Counsel Inc. | 580 | $217.0K | 0.07% | +580 | New |
| Delphia (USA) Inc. | 579 | $217.0K | 0.23% | +579 | New |
| Pinebridge Investments, L.P. | 582 | $218.0K | 0.00% | −145,431−99.6% | Reduced |
| Weatherly Asset Management L. P. | 586 | $219.0K | 0.02% | +586 | New |
| Dorsey & Whitney Trust CO LLC | 587 | $219.0K | 0.02% | +587 | New |
| Regions Financial Corp | 588 | $220.0K | 0.00% | +588 | New |
| Madrona Financial Services, LLC | 591 | $221.0K | 0.09% | +591 | New |
| BancorpSouth Bank | 593 | $222.0K | 0.03% | +593 | New |
| Wintrust Investments LLC | 594 | $223.0K | 0.02% | +594 | New |
| Umb Bank N A | 594 | $223.0K | 0.00% | +594 | New |
| Gateway Investment Advisers LLC | 599 | $224.0K | 0.00% | −122−16.9% | Reduced |
| Arvest Trust Co N A | 597 | $224.0K | 0.01% | +597 | New |
| Laird Norton Trust Company, LLC | 602 | $225.0K | 0.02% | +602 | New |
| Aviance Capital Partners, LLC | 600 | $225.0K | 0.04% | +600 | New |
| Vicus Capital | 607 | $225.0K | 0.02% | +607 | New |
| Brown Capital Management LLC | 604 | $226.0K | 0.00% | +604 | New |
| Trustmark National Bank Trust Department | 609 | $228.0K | 0.02% | +609 | New |
| Doheny Asset Management | 610 | $228.0K | 0.16% | +610 | New |
| Carl Stuart Investment Advisor, Inc | 609 | $228.0K | 0.17% | +609 | New |
| Washington Trust Co | 615 | $230.0K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 617 | $231.0K | 0.04% | +617 | New |
| Grimes & Company, Inc. | 622 | $233.0K | 0.01% | +622 | New |
| SPC Financial, Inc. | 625 | $234.0K | 0.03% | +625 | New |
| Chicago Partners Investment Group LLC | 659 | $235.0K | 0.02% | +3+0.5% | Added |
| Chesapeake Wealth Management | 628 | $235.0K | 0.08% | +628 | New |
| Center for Financial Planning, Inc. | 636 | $238.0K | 0.05% | 00.0% | Unchanged |
