| Naples Global Advisors, LLC | 943 | $216.5K | 0.03% | +943 | New |
| West Bancorporation Inc | 937 | $215.1K | 0.15% | +937 | New |
| Center for Financial Planning, Inc. | 933 | $214.2K | 0.05% | +21+2.3% | Added |
| Bridgewealth Advisory Group, LLC | 930 | $213.5K | 0.26% | −114−10.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 927 | $212.8K | 0.11% | +927 | New |
| SevenBridge Financial Group, LLC | 927 | $212.7K | 0.05% | +927 | New |
| Hoxton Planning & Management, LLC | 923 | $212.0K | 0.14% | +923 | New |
| NorthRock Partners, LLC | 923 | $211.9K | 0.02% | +923 | New |
| Callan Capital, LLC | 911 | $209.1K | 0.02% | +911 | New |
| Investment Advisory Services Inc | 905 | $207.7K | 0.09% | −294−24.5% | Reduced |
| Patron Partners Advisors, LLC | 905 | $207.7K | 0.15% | +905 | New |
| Strategic Financial Concepts, LLC | 905 | $207.7K | 0.07% | +905 | New |
| Venturi Wealth Management, LLC | 904 | $207.5K | 0.02% | +8+0.9% | Added |
| West Family Investments, Inc. | 901 | $206.8K | 0.07% | +901 | New |
| Klingenstein Fields & Co LP | 896 | $205.7K | 0.01% | +896 | New |
| Washburn Capital Management, Inc. | 890 | $204.3K | 0.17% | +890 | New |
| Journey Strategic Wealth LLC | 887 | $203.6K | 0.01% | +887 | New |
| Plancorp, LLC | 879 | $201.7K | 0.01% | +879 | New |
| Capital Investment Advisory Services, LLC | 872 | $200.3K | 0.02% | +872 | New |
| CoreFirst Bank & Trust | 845 | $194.0K | 0.14% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 843 | $193.5K | 0.09% | +843 | New |
| Prosperity Wealth Management, Inc. | 832 | $191.0K | 0.12% | −341−29.1% | Reduced |
| Parkside Financial Bank & Trust | 826 | $189.6K | 0.04% | +41+5.2% | Added |
| JJJ Advisors Inc. | 815 | $187.1K | 0.05% | +329+67.7% | Added |
| Resurgent Financial Advisors LLC | 813 | $186.6K | 0.13% | +43+5.6% | Added |
| Spotlight Asset Group, Inc. | 804 | $184.6K | 0.17% | +189+30.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 797 | $183.0K | 0.10% | +797 | New |
| Tradition Wealth Management, LLC | 782 | $180.0K | 0.02% | +13+1.7% | Added |
| Centaurus Financial, Inc. | 772 | $177.0K | 0.02% | +117+17.9% | Added |
| Bourgeon Capital Management LLC | 750 | $172.2K | 0.04% | +750 | New |
| Westpac Banking Corp | 744 | $170.8K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 743 | $170.6K | 0.00% | +743 | New |
| Paradigm Asset Management Co LLC | 731 | $167.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 724 | $166.2K | 0.02% | +24+3.4% | Added |
| Stonebridge Capital Advisors LLC | 715 | $164.1K | 0.02% | +255+55.4% | Added |
| Glass Jacobson Investment Advisors llc | 704 | $161.7K | 0.07% | −20−2.8% | Reduced |
| Missouri Trust & Investment Co | 700 | $160.7K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 694 | $160.0K | 0.12% | −154−18.2% | Reduced |
| Concord Wealth Partners | 692 | $158.9K | 0.03% | −36−4.9% | Reduced |
| Delos Wealth Advisors, LLC | 662 | $157.5K | 0.19% | −365−35.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 679 | $156.0K | 0.08% | +25+3.8% | Added |
| C M Bidwell & Associates Ltd | 670 | $153.8K | 0.12% | +670 | New |
| Steward Financial Group LLC | 646 | $148.0K | 0.05% | +6+0.9% | Added |
| Kepos Capital LP | 622 | $143.0K | 0.03% | −610−49.5% | Reduced |
| Alta Advisers Ltd | 600 | $137.7K | 0.08% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 590 | $135.4K | 0.21% | −400−40.4% | Reduced |
| Massmutual Trust Co FSB | 569 | $130.6K | 0.00% | +117+25.9% | Added |
| Magnolia Capital Management Ltd | 550 | $126.0K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 535 | $122.8K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 531 | $121.9K | 0.07% | −57−9.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 526 | $120.9K | 0.05% | −49−8.5% | Reduced |
| Farmers & Merchants Investments Inc | 517 | $118.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 503 | $115.5K | 0.06% | +348+224.5% | Added |
| Bokf, NA | 470 | $112.3K | 0.00% | −68,280−99.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 461 | $105.8K | 0.00% | −40−8.0% | Reduced |
| SOA Wealth Advisors, LLC. | 454 | $104.2K | 0.03% | +1+0.2% | Added |
| Smithfield Trust Co | 439 | $103.0K | 0.01% | −91−17.2% | Reduced |
| Centerpoint Advisors, LLC | 436 | $100.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 414 | $95.0K | 0.01% | +96+30.2% | Added |
| JNBA Financial Advisors | 397 | $91.1K | 0.01% | +8+2.1% | Added |
| Park Place Capital Corp | 396 | $90.9K | 0.03% | −7−1.7% | Reduced |
| Country Trust Bank | 396 | $90.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 393 | $90.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 379 | $87.1K | 0.00% | +167+78.8% | Added |
| Quintet Private Bank (Europe) S.A. | 375 | $86.0K | 0.01% | +1+0.3% | Added |
| Dividend Assets Capital, LLC | 363 | $83.0K | 0.02% | +183+101.7% | Added |
| Tortoise Investment Management, LLC | 350 | $80.3K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 341 | $78.3K | 0.00% | +115+50.9% | Added |
| GW&K Investment Management, LLC | 327 | $75.0K | 0.00% | −1−0.3% | Reduced |
| Bollard Group LLC | 326 | $75.0K | 0.00% | +3+0.9% | Added |
| Front Row Advisors LLC | 320 | $73.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 320 | $73.4K | 0.01% | +11+3.6% | Added |
| Estabrook Capital Management | 319 | $73.2K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 317 | $72.7K | 0.03% | +317 | New |
| Sittner & Nelson, LLC | 300 | $68.9K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 299 | $68.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 271 | $67.3K | 0.00% | −210−43.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 288 | $66.1K | 0.03% | +4+1.4% | Added |
| Harbor Investment Advisory, LLC | 286 | $65.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 270 | $62.1K | 0.01% | +1+0.4% | Added |
| IAG Wealth Partners, LLC | 264 | $60.6K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 264 | $60.6K | 0.05% | +44+20.0% | Added |
| Baystate Wealth Management LLC | 263 | $60.5K | 0.00% | −21−7.4% | Reduced |
| Live Oak Investment Partners | – | $59.7K | 0.05% | – | – |
| Glassman Wealth Services | 258 | $59.2K | 0.01% | −26−9.2% | Reduced |
| Beacon Capital Management, LLC | 281 | $58.2K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 253 | $58.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 250 | $57.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 242 | $55.6K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 238 | $54.6K | 0.03% | −5−2.1% | Reduced |
| Provenance Wealth Advisors, LLC | 237 | $54.4K | 0.01% | +237 | New |
| Financial Management Professionals, Inc. | 236 | $54.0K | 0.01% | +5+2.2% | Added |
| AdvisorNet Financial, Inc | 227 | $52.1K | 0.00% | −699−75.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 223 | $51.2K | 0.01% | +223 | New |
| Blue Bell Private Wealth Management, LLC | 220 | $50.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 220 | $50.5K | 0.01% | +50+29.4% | Added |
| Carmichael Hill & Associates, Inc. | 219 | $50.4K | 0.02% | +1+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 217 | $49.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 208 | $47.7K | 0.01% | +60+40.5% | Added |
| Blume Capital Management, Inc. | 200 | $45.9K | 0.01% | 00.0% | Unchanged |
