| Whittier Trust Co of Nevada Inc | 75 | $50.6K | 0.00% | +24+47.1% | Added |
| Essential Partners LLC | 63 | $52.9K | 0.02% | −145−69.7% | Reduced |
| FWL Investment Management, LLC | 64 | $53.7K | 0.01% | +46+255.6% | Added |
| Harbor Capital Advisors, Inc. | 64 | $54.0K | 0.00% | −3,206−98.0% | Reduced |
| Blume Capital Management, Inc. | 65 | $54.6K | 0.01% | −10−13.3% | Reduced |
| Gen-Wealth Partners Inc | 66 | $55.3K | 0.02% | +66 | New |
| Twin Tree Management, LP | 66 | $55.4K | 0.01% | −392−85.6% | Reduced |
| LRI Investments, LLC | 68 | $57.1K | 0.00% | +11+19.3% | Added |
| Westside Investment Management, Inc. | 70 | $58.8K | 0.01% | +70 | New |
| TD Waterhouse Canada Inc. | 76 | $59.1K | 0.00% | +20+35.7% | Added |
| Clearstead Advisors, LLC | 72 | $60.4K | 0.00% | +62+620.0% | Added |
| HM Payson & Co | 73 | $61.3K | 0.00% | −32−30.5% | Reduced |
| Caldwell Trust Co | 75 | $63.0K | 0.01% | +75 | New |
| Manchester Capital Management LLC | 76 | $63.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 79 | $66.3K | 0.00% | +24+43.6% | Added |
| Cedar Mountain Advisors, LLC | 81 | $68.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 87 | $73.0K | 0.01% | +35+67.3% | Added |
| Farmers & Merchants Investments Inc | 87 | $73.0K | 0.00% | +60+222.2% | Added |
| Bogart Wealth, LLC | 91 | $76.4K | 0.00% | +2+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 92 | $77.2K | 0.01% | −3−3.2% | Reduced |
| TFC Financial Management | 94 | $78.9K | 0.01% | −36−27.7% | Reduced |
| Leonteq Securities AG | 95 | $79.7K | 0.00% | +95 | New |
| Continuum Advisory, LLC | 96 | $80.6K | 0.01% | +96 | New |
| Cullen/Frost Bankers, Inc. | 103 | $86.5K | 0.00% | −29−22.0% | Reduced |
| Meeder Asset Management Inc | 104 | $87.3K | 0.00% | +86+477.8% | Added |
| Reyes Financial Architecture, Inc. | 118 | $99.0K | 0.06% | −59−33.3% | Reduced |
| Parkside Financial Bank & Trust | 118 | $99.0K | 0.01% | −315−72.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 119 | $99.9K | 0.01% | +10+9.2% | Added |
| EverSource Wealth Advisors, LLC | 127 | $106.6K | 0.00% | −11−8.0% | Reduced |
| Wolff Wiese Magana LLC | 127 | $106.6K | 0.05% | +37+41.1% | Added |
| Rakuten Securities, Inc. | 129 | $108.3K | 0.03% | +80+163.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $131.8K | 0.00% | +100+175.4% | Added |
| Covestor Ltd | 162 | $136.0K | 0.08% | +94+138.2% | Added |
| Glass Jacobson Investment Advisors llc | 166 | $139.3K | 0.04% | +166 | New |
| Private Trust Co NA | 176 | $147.7K | 0.01% | +28+18.9% | Added |
| Armstrong Advisory Group, Inc | 176 | $147.7K | 0.01% | −94−34.8% | Reduced |
| V-Square Quantitative Management LLC | 178 | $149.4K | 0.01% | +178 | New |
| Richardson Financial Services Inc. | 184 | $154.4K | 0.09% | −59−24.3% | Reduced |
| Quarry LP | 185 | $155.3K | 0.02% | +185 | New |
| Harbor Investment Advisory, LLC | 195 | $163.7K | 0.01% | +195 | New |
| LifeSteps Financial, Inc. | 196 | $164.5K | 0.08% | +196 | New |
| Sterling Capital Management LLC | 198 | $166.2K | 0.00% | +4+2.1% | Added |
| Index Technologies Group LLC | 198 | $166.2K | 0.13% | +198 | New |
| Strategic Investment Solutions, Inc. | 200 | $167.9K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $167.9K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 200 | $167.9K | 0.00% | +200 | New |
| Crewe Advisors LLC | 206 | $172.9K | 0.01% | −61−22.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 217 | $182.1K | 0.02% | +3+1.4% | Added |
| TD Private Client Wealth LLC | 222 | $186.3K | 0.00% | −525−70.3% | Reduced |
| Bryn Mawr Trust Co | 233 | $195.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 235 | $197.2K | 0.02% | +47+25.0% | Added |
| Rothschild Investment LLC | 236 | $198.1K | 0.01% | −19−7.5% | Reduced |
| Stronghold Wealth Management L.L.C. | 240 | $201.4K | 0.27% | +240 | New |
| Custom Index Systems, LLC | 241 | $202.3K | 0.07% | +241 | New |
| McGuire Capital Advisors Inc | 243 | $204.0K | 0.11% | −358−59.6% | Reduced |
| Secure Asset Management, LLC | 246 | $206.5K | 0.03% | +246 | New |
| FSM Wealth Advisors, LLC | 247 | $207.3K | 0.02% | −471−65.6% | Reduced |
| Roberts Glore & Co Inc | 247 | $207.3K | 0.05% | +247 | New |
| Parkway Wealth Management Group, LLC | 247 | $207.3K | 0.02% | +247 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 248 | $208.2K | 0.08% | −130−34.4% | Reduced |
| Sun Financial Inc | 396 | $209.3K | 0.10% | +137+52.9% | Added |
| Delta Asset Management LLC | 250 | $209.8K | 0.02% | 00.0% | Unchanged |
| Weik Capital Management | 250 | $209.8K | 0.08% | +250 | New |
| Wealthcare Advisory Partners LLC | 252 | $211.5K | 0.00% | +252 | New |
| Formidable Asset Management, LLC | 525 | $213.8K | 0.03% | +525 | New |
| Centaurus Financial, Inc. | 255 | $214.0K | 0.01% | +255 | New |
| ShoreHaven Wealth Partners, LLC | 255 | $214.0K | 0.07% | +255 | New |
| Cardinal Point Capital Management, ULC | 255 | $214.0K | 0.01% | +255 | New |
| Aigen Investment Management, LP | 256 | $214.9K | 0.06% | +256 | New |
| Diversified Enterprises, LLC | 256 | $214.9K | 0.01% | +256 | New |
| Goldstone Financial Group, LLC | 261 | $219.1K | 0.02% | +261 | New |
| 111 Capital | 261 | $219.1K | 0.04% | +261 | New |
| Qsemble Capital Management, LP | 262 | $219.9K | 0.03% | +262 | New |
| Scotia Capital Inc. | 267 | $224.1K | 0.00% | +267 | New |
| Capital Investment Management, Inc. | 274 | $230.0K | 0.07% | +274 | New |
| Cigna Investments Inc | 274 | $230.0K | 0.03% | +274 | New |
| Symphony Financial, Ltd. Co. | 282 | $230.9K | 0.03% | +282 | New |
| Claret Asset Management Corp | 276 | $232.0K | 0.02% | +276 | New |
| Fiduciary Group LLC | 279 | $234.2K | 0.02% | +279 | New |
| Stonebridge Financial Group, LLC | 280 | $235.0K | 0.03% | +280 | New |
| Cottage Street Advisors LLC | 283 | $237.5K | 0.09% | +283 | New |
| TCG Advisory Services, LLC | 286 | $240.1K | 0.00% | +286 | New |
| Versant Capital Management, Inc | 291 | $244.3K | 0.02% | −24−7.6% | Reduced |
| CAPROCK Group, Inc. | 291 | $244.3K | 0.00% | +291 | New |
| Summit Trail Advisors, LLC | 289 | $245.9K | 0.00% | +289 | New |
| Verdence Capital Advisors LLC | 293 | $245.9K | 0.01% | +293 | New |
| Nomura Holdings Inc | 295 | $247.6K | 0.00% | +295 | New |
| Huntington National Bank | 296 | $248.4K | 0.00% | −21−6.6% | Reduced |
| Chatterton & Associates Inc. | 353 | $249.6K | 0.15% | +353 | New |
| Savant Capital, LLC | 408 | $253.4K | 0.00% | +408 | New |
| Pinnacle Associates Ltd | 302 | $253.5K | 0.00% | +302 | New |
| Krilogy Financial LLC | 312 | $261.9K | 0.01% | +312 | New |
| Bartlett & Co. Wealth Management LLC | 316 | $265.2K | 0.00% | +316 | New |
| Occidental Asset Management, LLC | 318 | $266.9K | 0.03% | +318 | New |
| Greenleaf Trust | 324 | $272.0K | 0.00% | +324 | New |
| Parallel Advisors, LLC | 329 | $276.1K | 0.00% | −300−47.7% | Reduced |
| Marble Wealth, LLC | 329 | $276.1K | 0.04% | +329 | New |
| Maridea Wealth Management LLC | 331 | $277.8K | 0.03% | +331 | New |
| Journey Retirement Planning & Investment Management LLC | 332 | $278.7K | 0.22% | −180−35.2% | Reduced |
| Umb Bank N A | 337 | $282.9K | 0.00% | +72+27.2% | Added |
