| Equitable Trust Co | 689 | $378.3K | 0.02% | +43+6.7% | Added |
| American National Bank of Texas | 692 | $379.9K | 0.36% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 692 | $379.9K | 0.16% | +17+2.5% | Added |
| Compass Ion Advisors, LLC | 692 | $380.0K | 0.04% | −76−9.9% | Reduced |
| Advyzon Investment Management, LLC | 699 | $383.8K | 0.03% | +699 | New |
| Ritter Daniher Financial Advisory LLC | 702 | $385.4K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 706 | $387.6K | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 513 | $388.5K | 0.00% | +13+2.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 708 | $388.7K | 0.02% | −83−10.5% | Reduced |
| Chase Investment Counsel Corp | 709 | $389.0K | 0.10% | +86+13.8% | Added |
| Tiaa Trust, National Association | 711 | $390.4K | 0.02% | −37,807−98.2% | Reduced |
| Grove Bank & Trust | 713 | $391.5K | 0.04% | +20+2.9% | Added |
| Silver Oak Securities, Inc | 713 | $391.7K | 0.03% | −88−11.0% | Reduced |
| Invested Advisors | 719 | $394.7K | 0.40% | −3−0.4% | Reduced |
| Breakwater Capital Group | 719 | $394.7K | 0.05% | −2−0.3% | Reduced |
| Gerald Baker Financial Group LLC | 720 | $395.4K | 0.13% | +720 | New |
| Rockland Trust Co | 722 | $396.4K | 0.02% | +107+17.4% | Added |
| Philip James Wealth Mangement, LLC | 725 | $398.3K | 0.05% | −223−23.5% | Reduced |
| Flagship Wealth Advisors, LLC | 1,054 | $398.5K | 0.17% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 727 | $399.3K | 0.00% | +136+23.0% | Added |
| Nilsine Partners, LLC | 627 | $399.6K | 0.03% | +627 | New |
| Massar Capital Management, LP | 729 | $400.2K | 0.08% | −8,576−92.2% | Reduced |
| DT Investment Partners, LLC | 729 | $400.2K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 730 | $400.8K | 0.01% | −12−1.6% | Reduced |
| HighPoint Advisor Group LLC | 730 | $400.9K | 0.02% | −5,845−88.9% | Reduced |
| Valmark Advisers, Inc. | 733 | $402.4K | 0.00% | +733 | New |
| Guinness Atkinson Asset Management Inc | 740 | $406.3K | 0.20% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 741 | $406.8K | 0.10% | +303+69.2% | Added |
| Moneta Group Investment Advisors LLC | 741 | $407.0K | 0.00% | −172−18.8% | Reduced |
| Truepoint, Inc. | 742 | $407.4K | 0.01% | +742 | New |
| CWA Asset Management Group, LLC | 745 | $409.1K | 0.01% | +59+8.6% | Added |
| NTV Asset Management LLC | 747 | $410.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 749 | $411.2K | 0.03% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 750 | $411.8K | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 752 | $412.9K | 0.00% | −48−6.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 755 | $414.5K | 0.01% | −6−0.8% | Reduced |
| Cahaba Wealth Management, Inc. | 755 | $414.5K | 0.03% | +755 | New |
| Americana Partners, LLC | 760 | $417.3K | 0.01% | +15+2.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 761 | $417.8K | 0.05% | +379+99.2% | Added |
| Regal Investment Advisors LLC | 762 | $418.3K | 0.02% | +9+1.2% | Added |
| Vista Capital Partners, Inc. | 763 | $418.9K | 0.04% | +21+2.8% | Added |
| Steel Peak Wealth Management LLC | 764 | $419.6K | 0.01% | −151−16.5% | Reduced |
| Liberty Wealth Management LLC | 768 | $421.6K | 0.05% | +768 | New |
| First Citizens Bank & Trust Co | 771 | $423.3K | 0.01% | −4−0.5% | Reduced |
| Van Hulzen Asset Management, LLC | 773 | $424.4K | 0.03% | +773 | New |
| LCM Capital Management Inc | 775 | $425.5K | 0.21% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 778 | $426.9K | 0.05% | +125+19.1% | Added |
| Ewa, LLC | 778 | $427.1K | 0.10% | +38+5.1% | Added |
| Signature Equity Partners, LLC | 783 | $430.1K | 0.23% | +435+125.0% | Added |
| HBK Sorce Advisory LLC | 578 | $430.7K | 0.01% | +51+9.7% | Added |
| Principle Wealth Partners LLC | 785 | $431.0K | 0.02% | −2−0.3% | Reduced |
| Odyssean, LLC | 788 | $432.6K | 0.16% | +788 | New |
| Merrion Investment Management Co, LLC | 800 | $439.2K | 0.24% | +100+14.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $439.2K | 0.02% | −2,700−77.1% | Reduced |
| Jump Financial, LLC | 800 | $439.2K | 0.01% | −634−44.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 801 | $439.6K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 802 | $440.4K | 0.00% | +156+24.1% | Added |
| First Affirmative Financial Network | 810 | $444.7K | 0.17% | +810 | New |
| Sunbelt Securities, Inc. | 810 | $444.8K | 0.03% | +459+130.8% | Added |
| Diversify Wealth Management, LLC | 708 | $445.1K | 0.01% | +708 | New |
| Dara Capital US, Inc. | 811 | $445.3K | 0.42% | +34+4.4% | Added |
| Strategy Asset Managers LLC | 812 | $445.8K | 0.07% | −3−0.4% | Reduced |
| Centric Wealth Management | 592 | $448.1K | 0.09% | +125+26.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 821 | $450.8K | 0.12% | +61+8.0% | Added |
| Goldstein Advisors, LLC | 824 | $452.4K | 0.05% | +1+0.1% | Added |
| Capital Investment Counsel, Inc | 825 | $452.9K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 833 | $457.1K | 0.19% | −86−9.4% | Reduced |
| Rothschild Investment LLC | 833 | $457.6K | 0.02% | +53+6.8% | Added |
| Parcion Private Wealth LLC | 835 | $458.4K | 0.03% | +6+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 836 | $459.0K | 0.03% | +836 | New |
| Waystone Advisors LLC | 838 | $460.1K | 0.41% | +117+16.2% | Added |
| XML Financial, LLC | 840 | $461.2K | 0.04% | +265+46.1% | Added |
| Forum Financial Management, LP | 841 | $461.6K | 0.01% | −1,945−69.8% | Reduced |
| LeConte Wealth Management, LLC | 843 | $462.8K | 0.30% | +67+8.6% | Added |
| O'Brien Greene & Co. Inc | 846 | $464.5K | 0.13% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 848 | $465.6K | 0.24% | +2+0.2% | Added |
| Coyle Financial Counsel LLC | 849 | $466.1K | 0.10% | +65+8.3% | Added |
| Ipswich Investment Management Co., Inc. | 851 | $467.2K | 0.11% | 00.0% | Unchanged |
| New Republic Capital, LLC | 851 | $467.2K | 0.16% | −287−25.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 857 | $470.5K | 0.11% | +11+1.3% | Added |
| Great Valley Advisor Group, Inc. | 860 | $472.6K | 0.01% | +32+3.9% | Added |
| Cohen Capital Management, Inc. | 861 | $472.7K | 0.07% | +34+4.1% | Added |
| Vigilare Wealth Management | 862 | $473.3K | 0.16% | +862 | New |
| Waterfront Wealth Inc. | 865 | $474.9K | 0.09% | +865 | New |
| Clarion Wealth Managment Partners, LLC | 870 | $477.6K | 0.43% | 00.0% | Unchanged |
| Spinnaker Trust | 871 | $478.2K | 0.03% | 00.0% | Unchanged |
| Wealth Analytics Partners, LLC | 873 | $479.3K | 0.19% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 873 | $479.3K | 0.00% | +873 | New |
| Warner Group LLC | 874 | $479.8K | 0.31% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 877 | $481.6K | 0.03% | +136+18.4% | Added |
| BOK Financial Private Wealth, Inc. | 884 | $485.3K | 0.03% | +265+42.8% | Added |
| Truvestments Capital LLC | 886 | $486.4K | 0.09% | +336+61.1% | Added |
| Central Trust Co | 888 | $487.5K | 0.01% | −10−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 888 | $488.0K | 0.01% | −45−4.8% | Reduced |
| Brogan Financial, Inc. | 890 | $488.8K | 0.21% | +18+2.1% | Added |
| King Luther Capital Management Corp | 892 | $489.7K | 0.00% | +892 | New |
| Sterling Investment Advisors, Ltd. | 895 | $491.4K | 0.09% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 899 | $493.6K | 0.04% | +899 | New |
| Beaton Management Co. Inc. | 900 | $494.0K | 0.22% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 903 | $495.8K | 0.03% | −230−20.3% | Reduced |
