| Chicago Trust Co NA | 213 | $215.5K | 0.05% | +213 | New |
| LGL Partners, LLC | 212 | $214.5K | 0.03% | +212 | New |
| RMB Capital Management, LLC | 210 | $212.4K | 0.01% | +210 | New |
| Biltmore Family Office, LLC | 209 | $211.4K | 0.04% | +209 | New |
| Wealth Alliance | 209 | $211.1K | 0.03% | +209 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 208 | $210.4K | 0.02% | +208 | New |
| Rathbone Brothers plc | 205 | $207.4K | 0.00% | +205 | New |
| Welch Group, LLC | 200 | $202.3K | 0.01% | +200 | New |
| Horan Capital Advisors, LLC. | 200 | $202.3K | 0.07% | +200 | New |
| TriaGen Wealth Management LLC | 198 | $200.3K | 0.10% | +198 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $196.7K | 0.00% | +10+5.9% | Added |
| Washington Trust Advisors, Inc. | 192 | $194.2K | 0.02% | +192 | New |
| First Horizon Advisors, Inc. | 179 | $181.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 179 | $181.1K | 0.04% | +179 | New |
| Allianz Asset Management GmbH | 177 | $179.1K | 0.00% | −116−39.6% | Reduced |
| Leonteq Securities AG | 171 | $173.0K | 0.02% | +60+54.1% | Added |
| EverSource Wealth Advisors, LLC | 166 | $167.7K | 0.02% | −9−5.1% | Reduced |
| Private Trust Co NA | 163 | $164.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $152.3K | 0.01% | +77+104.1% | Added |
| AXS Investments LLC | 140 | $141.6K | 0.03% | −5−3.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 140 | $141.6K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 139 | $141.0K | 0.07% | +139 | New |
| Rakuten Investment Management, Inc. | 137 | $138.8K | 0.00% | +137 | New |
| Parkside Financial Bank & Trust | 131 | $132.5K | 0.02% | −27−17.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 128 | $129.0K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 127 | $128.5K | 0.01% | +43+51.2% | Added |
| Massmutual Trust Co FSB | 126 | $127.5K | 0.00% | +37+41.6% | Added |
| Pinnacle Bancorp, Inc. | 124 | $125.4K | 0.04% | −19−13.3% | Reduced |
| Quent Capital, LLC | 123 | $124.5K | 0.02% | +10+8.8% | Added |
| Avalon Trust Co | 123 | $124.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $118.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 114 | $115.3K | 0.01% | +7+6.5% | Added |
| TD Private Client Wealth LLC | 106 | $107.2K | 0.00% | +13+14.0% | Added |
| Valley National Advisers Inc | 105 | $106.0K | 0.02% | +47+81.0% | Added |
| Colonial Trust Advisors | 103 | $104.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $101.2K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $101.2K | 0.07% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 95 | $96.1K | 0.03% | +50+111.1% | Added |
| Silicon Valley Capital Partners | 94 | $95.4K | 0.02% | +3+3.3% | Added |
| Deseret Mutual Benefit Administrators | 93 | $94.1K | 0.05% | −38−29.0% | Reduced |
| Smartleaf Asset Management LLC | 92 | $93.2K | 0.02% | +92 | New |
| Global Retirement Partners, LLC | 90 | $92.5K | 0.00% | +12+15.4% | Added |
| Venturi Wealth Management, LLC | 87 | $88.0K | 0.01% | +11+14.5% | Added |
| TFC Financial Management | 84 | $85.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 79 | $80.0K | 0.01% | −2−2.5% | Reduced |
| Core Alternative Capital | 75 | $75.9K | 0.01% | −80−51.6% | Reduced |
| Union Savings Bank | 75 | $75.9K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 73 | $74.0K | 0.03% | +60+461.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 72 | $72.8K | 0.02% | +72 | New |
| Glassman Wealth Services | 71 | $71.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 71 | $71.8K | 0.04% | +71 | New |
| FWL Investment Management, LLC | 70 | $70.8K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 56 | $56.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 55 | $55.6K | 0.00% | −9−14.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $54.6K | 0.00% | +1+1.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $50.6K | 0.02% | +50 | New |
| Impact Partnership Wealth, LLC | 49 | $49.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 54 | $46.0K | 0.00% | +31+134.8% | Added |
| Harbour Investments, Inc. | 44 | $44.5K | 0.00% | +13+41.9% | Added |
| Frazier Financial Advisors, LLC | 43 | $43.5K | 0.04% | +43 | New |
| Castleview Partners, LLC | 42 | $42.5K | 0.03% | +23+121.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $39.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 37 | $37.6K | 0.01% | +12+48.0% | Added |
| VisionPoint Advisory Group, LLC | 37 | $37.4K | 0.01% | +37 | New |
| Rothschild Investment LLC | 35 | $35.4K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 34 | $34.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $31.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $30.3K | 0.00% | +1+3.4% | Added |
| SYSTM Wealth Solutions LLC | 29 | $29.5K | 0.00% | +29 | New |
| Oakworth Capital, Inc. | 26 | $26.3K | 0.00% | +26 | New |
| Compagnie Lombard Odier SCmA | 25 | $25.3K | 0.00% | +25 | New |
| Covestor Ltd | 24 | $25.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $23.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $23.3K | 0.00% | +23 | New |
| Rise Advisors, LLC | 23 | $23.1K | 0.02% | +1+4.5% | Added |
| St Germain D J Co Inc | 21 | $21.2K | 0.00% | +21 | New |
| Beaird Harris Wealth Management, LLC | 21 | $21.2K | 0.00% | +21 | New |
| Zions Bancorporation, N.A. | 20 | $20.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $20.2K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20 | $20.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 19 | $19.2K | 0.01% | −67−77.9% | Reduced |
| MV Capital Management, Inc. | 18 | $18.2K | 0.00% | −1−5.3% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $18.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $18.2K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $18.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 18 | $18.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $17.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $17.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $17.2K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 16 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $15.2K | 0.01% | +15 | New |
| Red Tortoise LLC | 14 | $14.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 14 | $14.2K | 0.01% | +14 | New |
| Planning Capital Management Corp | 13 | $13.2K | 0.01% | +13 | New |
| Financial Management Professionals, Inc. | 13 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $11.1K | 0.00% | −2−15.4% | Reduced |
| Central Trust Co | 11 | $11.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $11.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $11.1K | 0.00% | +11 | New |
| Pin Oak Investment Advisors Inc | 11 | $11.0K | 0.01% | +11 | New |
