| Hemington Wealth Management | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $14.2K | 0.00% | +17+26.2% | Added |
| Quarry LP | 84 | $14.5K | 0.00% | +84 | New |
| True Wealth Design, LLC | 85 | $14.6K | 0.01% | +6+7.6% | Added |
| Providence First Trust Co | 87 | $15.0K | 0.01% | +87 | New |
| Financial Management Professionals, Inc. | 88 | $15.2K | 0.00% | +9+11.4% | Added |
| Pacific Center for Financial Services | 99 | $17.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $17.2K | 0.01% | −13−11.5% | Reduced |
| Provenance Wealth Advisors, LLC | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $17.2K | 0.00% | +100 | New |
| MPWM Advisory Solutions, LLC | 100 | $17.2K | 0.01% | +100 | New |
| Financial Gravity Companies, Inc. | 101 | $17.4K | 0.00% | +101 | Added |
| Bangor Savings Bank | 103 | $17.7K | 0.00% | +103 | New |
| Ancora Advisors, LLC | 105 | $18.1K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 105 | $18.1K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 106 | $18.1K | 0.01% | +2+1.9% | Added |
| Asset Dedication, LLC | 106 | $18.3K | 0.00% | +33+45.2% | Added |
| Bartlett & Co. Wealth Management LLC | 107 | $18.4K | 0.00% | −38−26.2% | Reduced |
| Raleigh Capital Management Inc. | 108 | $18.6K | 0.01% | −14−11.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 109 | $18.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 109 | $18.8K | 0.00% | +109 | New |
| Fairscale Capital, LLC | 110 | $18.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 114 | $19.6K | 0.00% | +16+16.3% | Added |
| Grove Bank & Trust | 115 | $19.8K | 0.00% | +45+64.3% | Added |
| AdvisorNet Financial, Inc | 123 | $21.2K | 0.00% | −53−30.1% | Reduced |
| Abound Wealth Management | 126 | $21.7K | 0.01% | +1+0.8% | Added |
| Global Financial Private Client, LLC | 127 | $21.9K | 0.01% | −1−0.8% | Reduced |
| Kestra Investment Management, LLC | 128 | $22.1K | 0.00% | +128 | New |
| Van Hulzen Asset Management, LLC | 130 | $22.4K | 0.00% | +130 | New |
| Riverview Trust Co | 135 | $23.2K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 138 | $23.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $26.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $26.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 155 | $27.0K | 0.00% | +3+2.0% | Added |
| Atlantic Trust, LLC | 158 | $27.2K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 160 | $27.6K | 0.02% | +160 | New |
| Brown Brothers Harriman & Co | 165 | $28.4K | 0.00% | +25+17.9% | Added |
| WR Wealth Planners, LLC | 167 | $28.8K | 0.01% | +128+328.2% | Added |
| Covestor Ltd | 166 | $29.0K | 0.02% | +14+9.2% | Added |
| New England Capital Financial Advisors LLC | 173 | $29.8K | 0.01% | +173 | New |
| Caisse des Depots Et Consignations | 178 | $30.7K | 0.00% | +178 | New |
| Valley National Advisers Inc | 202 | $34.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 199 | $34.3K | 0.00% | +199 | New |
| Webster Bank, N. A. | 200 | $34.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 208 | $35.8K | 0.03% | +208 | New |
| Colonial Trust Co | 209 | $36.4K | 0.01% | +57+37.5% | Added |
| Bruce G. Allen Investments, LLC | 213 | $36.7K | 0.03% | −3−1.4% | Reduced |
| Beacon Capital Management, LLC | 221 | $38.0K | 0.00% | +2+0.9% | Added |
| DT Investment Partners, LLC | 228 | $39.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 229 | $39.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $40.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 236 | $40.6K | 0.00% | +1+0.4% | Added |
| Wingate Wealth Advisors, Inc. | 237 | $40.8K | 0.04% | +237 | New |
| Synergy Financial Management, LLC | 242 | $40.9K | 0.00% | +242 | New |
| MV Capital Management, Inc. | 242 | $41.7K | 0.00% | −1−0.4% | Reduced |
| Salem Investment Counselors Inc | 243 | $41.8K | 0.00% | −6−2.4% | Reduced |
| PSI Advisors, LLC | 244 | $42.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 246 | $42.4K | 0.00% | −1,549−86.3% | Reduced |
| Princeton Global Asset Management LLC | 250 | $43.1K | 0.01% | −250−50.0% | Reduced |
| Eastern Bank | 250 | $43.1K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 250 | $43.1K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 255 | $43.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 259 | $44.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 263 | $45.3K | 0.01% | +263 | New |
| Stonebridge Financial Group, LLC | 264 | $45.5K | 0.01% | +264 | New |
| Indiana Trust & Investment Management CO | 265 | $45.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 283 | $48.7K | 0.00% | +6+2.2% | Added |
| Rise Advisors, LLC | 290 | $49.9K | 0.02% | +6+2.1% | Added |
| Old Point Trust & Financial Services N A | 300 | $51.7K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 308 | $53.1K | 0.03% | +3+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $53.4K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 310 | $53.5K | 0.04% | +310 | New |
| First Pacific Financial | 312 | $53.7K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 306 | $53.8K | 0.01% | +4+1.3% | Added |
| IAG Wealth Partners, LLC | 315 | $54.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $56.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $57.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 335 | $58.1K | 0.02% | +335 | New |
| Delta Asset Management LLC | 340 | $58.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 345 | $59.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $59.4K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $59.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $62.5K | 0.00% | +363 | New |
| Hoey Investments, Inc | 375 | $64.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 400 | $68.9K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $70.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 417 | $72.0K | 0.02% | −174−29.4% | Reduced |
| GHP Investment Advisors, Inc. | 433 | $74.5K | 0.00% | +5+1.2% | Added |
| Proequities, Inc. | 453 | $78.3K | 0.00% | −222−32.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 461 | $79.4K | 0.02% | +15+3.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 477 | $82.1K | 0.16% | +59+14.1% | Added |
| NBT Bank N A | 500 | $86.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $86.1K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 502 | $86.4K | 0.01% | +157+45.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 508 | $87.7K | 0.02% | +95+23.0% | Added |
| Missouri Trust & Investment Co | 526 | $90.6K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 538 | $92.6K | 0.01% | −324−37.6% | Reduced |
| Westend Capital Management, LLC | 541 | $93.2K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 547 | $94.2K | 0.04% | +10+1.9% | Added |
| Headlands Technologies LLC | 557 | $95.9K | 0.01% | −186−25.0% | Reduced |
