| MCF Advisors LLC | 223 | $57.9K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 225 | $58.5K | 0.00% | −455−66.9% | Reduced |
| HM Payson & Co | 228 | $59.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 235 | $61.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 243 | $63.0K | 0.04% | +81+50.0% | Added |
| Riverview Trust Co | 255 | $66.2K | 0.05% | +255 | New |
| Cetera Trust Company, N.A | 266 | $69.1K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 282 | $73.3K | 0.01% | +2+0.7% | Added |
| Cyrus J. Lawrence, LLC | 288 | $74.0K | 0.02% | +288 | New |
| State of Wyoming | 297 | $77.2K | 0.01% | −176−37.2% | Reduced |
| Indiana Trust & Investment Management CO | 300 | $77.9K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 303 | $78.6K | 0.00% | +292+2,654.5% | Added |
| West Paces Advisors Inc. | 305 | $79.2K | 0.02% | −4−1.3% | Reduced |
| Larson Financial Group LLC | 311 | $80.7K | 0.01% | +10+3.3% | Added |
| Massmutual Trust Co FSB | 314 | $81.6K | 0.00% | +23+7.9% | Added |
| BOK Financial Private Wealth, Inc. | 315 | $81.8K | 0.01% | +315 | New |
| Pingora Partners LLC | 315 | $81.8K | 0.06% | +315 | New |
| DHJJ Financial Advisors, Ltd. | 320 | $83.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 324 | $84.2K | 0.01% | +2+0.6% | Added |
| Carolinas Wealth Consulting LLC | 363 | $94.4K | 0.02% | +282+348.1% | Added |
| Jones Financial Companies LLLP | 383 | $99.5K | 0.00% | +207+117.6% | Added |
| Alta Advisers Ltd | 400 | $103.9K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $103.9K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 415 | $107.8K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 448 | $116.4K | 0.01% | +23+5.4% | Added |
| Harbor Investment Advisory, LLC | 450 | $116.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 452 | $117.0K | 0.06% | +452 | New |
| GHP Investment Advisors, Inc. | 452 | $117.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 455 | $118.2K | 0.04% | +240+111.6% | Added |
| Adirondack Trust Co | 465 | $120.8K | 0.05% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 468 | $121.6K | 0.05% | +262+127.2% | Added |
| Atticus Wealth Management, LLC | 468 | $121.6K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 564 | $121.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 471 | $122.4K | 0.00% | +22+4.9% | Added |
| Covestor Ltd | 487 | $127.0K | 0.08% | +98+25.2% | Added |
| Hanson & Doremus Investment Management | 496 | $129.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $129.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $129.9K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 524 | $136.0K | 0.00% | −149−22.1% | Reduced |
| Mather Group, LLC. | 658 | $142.0K | 0.00% | +658 | New |
| Disciplina Capital Management LLC | 579 | $150.4K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 589 | $153.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 594 | $154.3K | 0.06% | +85+16.7% | Added |
| FinTrust Capital Advisors, LLC | 610 | $158.5K | 0.03% | +79+14.9% | Added |
| Hills Bank & Trust Co | 616 | $160.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 620 | $161.1K | 0.08% | +620 | New |
| Ronald Blue Trust, Inc. | 667 | $173.3K | 0.00% | +258+63.1% | Added |
| Farther Finance Advisors, LLC | 672 | $174.1K | 0.01% | +33+5.2% | Added |
| Sugarloaf Wealth Management, LLC | 686 | $178.2K | 0.04% | +686 | New |
| Lindbrook Capital, LLC | 715 | $185.8K | 0.02% | +21+3.0% | Added |
| RiverPark Advisors, LLC | 735 | $191.0K | 0.16% | +597+432.6% | Added |
| PFG Private Wealth Management, LLC | 778 | $202.1K | 0.13% | −154−16.5% | Reduced |
| Moody National Bank Trust Division | 778 | $202.1K | 0.02% | +778 | New |
| Waterloo Capital, L.P. | 781 | $202.9K | 0.03% | +781 | New |
| Private Trust Co NA | 786 | $204.2K | 0.02% | +122+18.4% | Added |
| Dynamic Advisor Solutions LLC | 786 | $204.2K | 0.01% | +786 | New |
| Graypoint LLC | 796 | $206.9K | 0.01% | +796 | New |
| Legacy Capital Group California, Inc. | 799 | $207.6K | 0.08% | +799 | New |
| North Star Investment Management Corp. | 800 | $207.8K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 800 | $207.8K | 0.06% | +800 | New |
| Graves-Light Private Wealth Management, Inc. | 800 | $208.0K | 0.02% | +800 | New |
| Fortem Financial Group, LLC | 801 | $208.1K | 0.09% | +801 | New |
| Ritter Daniher Financial Advisory LLC | 803 | $208.6K | 0.07% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 804 | $208.9K | 0.59% | +804 | New |
| Avantax Planning Partners, Inc. | 808 | $209.9K | 0.01% | +808 | New |
| Chicago Trust Co NA | 812 | $211.0K | 0.04% | +812 | New |
| Abbot Financial Management, Inc. | 815 | $211.7K | 0.12% | +815 | New |
| Ameritas Advisory Services, LLC | 834 | $214.2K | 0.01% | +834 | New |
| CM Wealth Advisors LLC | 805 | $214.8K | 0.06% | +805 | New |
| Clear Creek Financial Management, LLC | 834 | $216.7K | 0.03% | +834 | New |
| Hilltop Holdings Inc. | 839 | $218.0K | 0.02% | −1,147−57.8% | Reduced |
| Independent Financial Group, LLC | 840 | $218.2K | 0.01% | +840 | New |
| Ipswich Investment Management Co., Inc. | 844 | $219.3K | 0.05% | +844 | New |
| O'Brien Greene & Co. Inc | 846 | $219.8K | 0.07% | +846 | New |
| Sentry Investment Management LLC | 846 | $220.0K | 0.09% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 847 | $220.1K | 0.04% | +847 | New |
| Stiles Financial Services Inc | 850 | $220.8K | 0.09% | +850 | New |
| BIP Wealth, LLC | 850 | $220.9K | 0.02% | +850 | New |
| Equitable Holdings, Inc. | 861 | $223.7K | 0.00% | +861 | New |
| Advisor OS, LLC | 872 | $226.5K | 0.03% | +872 | New |
| HBW Advisory Services LLC | 1,061 | $229.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 895 | $232.5K | 0.01% | +895 | New |
| Obermeyer Wood Investment Counsel, LLLP | 900 | $233.8K | 0.01% | +900 | New |
| Summit Trail Advisors, LLC | 906 | $235.2K | 0.01% | +906 | New |
| Diversified, LLC | 907 | $235.6K | 0.03% | +907 | New |
| Harvest Fund Management Co., Ltd | 911 | $236.0K | 0.02% | +575+171.1% | Added |
| TCG Advisory Services, LLC | 910 | $236.5K | 0.01% | +910 | New |
| Park Place Capital Corp | 914 | $237.5K | 0.09% | +825+927.0% | Added |
| Sequoia Financial Advisors, LLC | 915 | $237.8K | 0.00% | −701−43.4% | Reduced |
| Capital Investment Counsel, Inc | 925 | $240.3K | 0.04% | +925 | New |
| Terril Brothers, Inc. | 930 | $241.6K | 0.08% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 930 | $241.6K | 0.10% | +2+0.2% | Added |
| Gryphon Financial Partners LLC | 935 | $242.9K | 0.04% | +935 | New |
| Axxcess Wealth Management, LLC | 954 | $247.8K | 0.01% | −990−50.9% | Reduced |
| PCA Investment Advisory Services Inc. | 957 | $248.7K | 0.14% | −1−0.1% | Reduced |
| Smith Anglin Financial, LLC | 962 | $249.9K | 0.03% | 00.0% | Unchanged |
| Menard Financial Group LLC | 962 | $249.9K | 0.21% | +962 | New |
| Capital Asset Advisory Services LLC | 954 | $251.1K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 971 | $252.2K | 0.01% | −77−7.3% | Reduced |
| Balentine LLC | 971 | $252.3K | 0.01% | +39+4.2% | Added |
