| Quantum Financial Advisors, LLC | 962 | $252.5K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 955 | $250.7K | 0.04% | −5,544−85.3% | Reduced |
| Clarius Group, LLC | 955 | $250.7K | 0.02% | −163−14.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 945 | $248.1K | 0.13% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 944 | $247.7K | 0.01% | −144−13.2% | Reduced |
| Capital Investment Advisors, LLC | 939 | $246.6K | 0.01% | −283−23.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 935 | $245.4K | 0.02% | +935 | New |
| InterOcean Capital Group, LLC | 926 | $243.0K | 0.01% | −310−25.1% | Reduced |
| Marcum Wealth, LLC | 925 | $242.8K | 0.02% | +27+3.0% | Added |
| Equitable Holdings, Inc. | 921 | $241.8K | 0.00% | +921 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 917 | $240.7K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 910 | $238.9K | 0.14% | −99−9.8% | Reduced |
| ETF Store, Inc. | 910 | $238.8K | 0.14% | +9+1.0% | Added |
| Aspiriant, LLC | 907 | $238.1K | 0.01% | −2−0.2% | Reduced |
| Oak Thistle LLC | 904 | $237.3K | 0.21% | −6,653−88.0% | Reduced |
| FDx Advisors, Inc. | 901 | $237.0K | 0.04% | −172−16.0% | Reduced |
| Woodward Diversified Capital, LLC | 900 | $236.3K | 0.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 897 | $235.6K | 0.03% | +897 | New |
| Atlanta Consulting Group Advisors, LLC | 890 | $233.6K | 0.08% | +890 | New |
| Grey Street Capital, LLC | 887 | $232.8K | 0.03% | +887 | New |
| Cary Street Partner Investment Advisory LLC | 877 | $230.2K | 0.01% | +877 | New |
| Klingenstein Fields & Co LP | 877 | $230.2K | 0.01% | +877 | New |
| Venturi Wealth Management, LLC | 875 | $229.7K | 0.01% | +1+0.1% | Added |
| My Legacy Advisors, LLC | 874 | $229.4K | 0.08% | −35−3.9% | Reduced |
| Good Life Advisors, LLC | 871 | $228.7K | 0.02% | +871 | New |
| Keudell/Morrison Wealth Management | 870 | $228.4K | 0.07% | −263−23.2% | Reduced |
| Ritholtz Wealth Management | 867 | $227.6K | 0.01% | −205−19.1% | Reduced |
| Naples Global Advisors, LLC | 867 | $227.6K | 0.02% | +867 | New |
| EPIQ Capital Group, LLC | 867 | $227.6K | 0.09% | +867 | New |
| Sovereign Financial Group, Inc. | 865 | $227.1K | 0.06% | +865 | New |
| V-Square Quantitative Management LLC | 863 | $226.5K | 0.04% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 863 | $226.5K | 0.18% | +863 | New |
| Crestmont Private Wealth LLC | 863 | $226.5K | 0.11% | +863 | New |
| Autumn Glory Partners, LLC | 860 | $225.8K | 0.11% | −282−24.7% | Reduced |
| Eqis Capital Management, Inc. | 855 | $224.5K | 0.02% | −292−25.5% | Reduced |
| Integrated Advisors Network LLC | 853 | $224.0K | 0.01% | −49−5.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 852 | $223.7K | 0.04% | +852 | New |
| Magnus Financial Group LLC | 849 | $222.9K | 0.03% | −490−36.6% | Reduced |
| CoreFirst Bank & Trust | 845 | $221.8K | 0.14% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 840 | $220.5K | 0.17% | −2,048−70.9% | Reduced |
| Voya Financial Advisors, Inc. | 846 | $220.0K | 0.03% | +846 | New |
| Samalin Investment Counsel, LLC | 835 | $219.3K | 0.10% | +835 | New |
| Acorn Financial Advisory Services Inc | 833 | $218.7K | 0.04% | +833 | New |
| Journey Strategic Wealth LLC | 833 | $218.6K | 0.01% | +833 | New |
| Beacon Financial Group | 826 | $216.7K | 0.02% | −100−10.8% | Reduced |
| Tiff Advisory Services Inc | 824 | $216.3K | 0.10% | −192−18.9% | Reduced |
| Investment Advisory Services Inc | 824 | $216.3K | 0.08% | −75−8.3% | Reduced |
| L2 Asset Management, LLC | 821 | $215.5K | 0.07% | +821 | New |
| Heritage Trust Co | 818 | $214.7K | 0.03% | −3,024−78.7% | Reduced |
| Strategic Financial Concepts, LLC | 816 | $214.2K | 0.05% | +816 | New |
| Mattern Wealth Management LLC | 816 | $214.1K | 0.05% | +816 | New |
| Catalina Capital Group, LLC | 816 | $214.1K | 0.09% | +816 | New |
| BancorpSouth Bank | 813 | $213.4K | 0.02% | +813 | New |
| Alpha Cubed Investments, LLC | 810 | $212.6K | 0.01% | −381−32.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 808 | $212.1K | 0.05% | +808 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 802 | $210.5K | 0.08% | +5+0.6% | Added |
| Cullinan Associates Inc | 800 | $210.0K | 0.01% | +800 | New |
| Boston Trust Walden Corp | 800 | $210.0K | 0.00% | +800 | New |
| Mechanics Bank Trust Department | 788 | $206.8K | 0.03% | +788 | New |
| Bridgewealth Advisory Group, LLC | 787 | $206.5K | 0.10% | +787 | New |
| Manchester Capital Management LLC | 782 | $205.3K | 0.03% | +5+0.6% | Added |
| Great Valley Advisor Group, Inc. | 779 | $204.8K | 0.01% | −223−22.3% | Reduced |
| Prosperity Wealth Management, Inc. | 780 | $204.8K | 0.10% | +780 | New |
| Callan Capital, LLC | 778 | $204.2K | 0.02% | +778 | New |
| Institute for Wealth Management, LLC. | 776 | $203.8K | 0.03% | +776 | New |
| Dimension Capital Management LLC | 770 | $202.1K | 0.04% | +770 | New |
| TFB Advisors LLC | 755 | $202.1K | 0.07% | +755 | New |
| Saranac Partners Ltd | 768 | $201.6K | 0.12% | −419−35.3% | Reduced |
| Peapack Gladstone Financial Corp | 762 | $200.0K | 0.00% | +762 | New |
| Westpac Banking Corp | 744 | $195.3K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 731 | $191.9K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 718 | $189.0K | 0.04% | +296+70.1% | Added |
| Richelieu Gestion PLC | 700 | $184.0K | 0.19% | +700 | New |
| CoreCap Advisors, LLC | 698 | $183.2K | 0.01% | +698 | New |
| Spotlight Asset Group, Inc. | 664 | $174.3K | 0.12% | −140−17.4% | Reduced |
| Crewe Advisors LLC | 659 | $173.0K | 0.02% | +659 | New |
| Newbridge Financial Services Group, Inc. | 648 | $170.2K | 0.07% | −9−1.4% | Reduced |
| Massmutual Trust Co FSB | 648 | $170.1K | 0.01% | +57+9.6% | Added |
| JJJ Advisors Inc. | 627 | $164.6K | 0.04% | −70−10.0% | Reduced |
| Deseret Mutual Benefit Administrators | 621 | $163.0K | 0.08% | +412+197.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $160.1K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 601 | $157.8K | 0.00% | +333+124.3% | Added |
| Alta Advisers Ltd | 600 | $157.5K | 0.08% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 600 | $157.5K | 0.05% | +600 | New |
| Centaurus Financial, Inc. | 593 | $156.0K | 0.01% | +42+7.6% | Added |
| TD Waterhouse Canada Inc. | 631 | $153.3K | 0.00% | −4,729−88.2% | Reduced |
| Disciplined Equity Management, Inc. | 580 | $152.3K | 0.10% | −7,601−92.9% | Reduced |
| Headlands Technologies LLC | 560 | $147.0K | 0.04% | −722−56.3% | Reduced |
| Abich Financial Wealth Management LLC | 551 | $144.6K | 0.11% | +197+55.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $136.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 516 | $135.5K | 0.10% | +45+9.6% | Added |
| Quantbot Technologies LP | 509 | $133.6K | 0.01% | −4,060−88.9% | Reduced |
| Missouri Trust & Investment Co | 500 | $131.3K | 0.05% | −200−28.6% | Reduced |
| Grove Bank & Trust | 489 | $128.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 489 | $128.4K | 0.01% | +316+182.7% | Added |
| Anfield Capital Management, LLC | 473 | $124.2K | 0.06% | +473 | New |
| Parkside Financial Bank & Trust | 464 | $121.8K | 0.02% | −49−9.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 432 | $115.8K | 0.07% | −90−17.2% | Reduced |
| Bokf, NA | 438 | $115.6K | 0.00% | −67−13.3% | Reduced |
| Farmers & Merchants Investments Inc | 417 | $109.5K | 0.00% | 00.0% | Unchanged |
