| Central Pacific Bank - Trust Division | 1,093 | $249.4K | 0.03% | +1,093 | New |
| Childress Capital Advisors, LLC | 1,078 | $248.1K | 0.07% | −120−10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,074 | $247.2K | 0.04% | −2−0.2% | Reduced |
| Baxter Bros Inc | 1,071 | $246.5K | 0.03% | −100−8.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,153 | $246.1K | 0.04% | −30−2.5% | Reduced |
| Centennial Bank | 1,066 | $245.3K | 0.13% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $245.1K | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,062 | $244.5K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,059 | $243.7K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,052 | $242.1K | 0.01% | −2,500−70.4% | Reduced |
| Avestar Capital, LLC | 1,047 | $242.0K | 0.03% | +1,047 | New |
| Shulman DeMeo Asset Management LLC | 1,047 | $241.0K | 0.06% | +1,047 | New |
| Pensionmark Financial Group, LLC | 1,046 | $240.7K | 0.03% | +1,046 | New |
| Abn Amro Investment Solutions | 1,044 | $240.3K | 0.00% | +1,044 | New |
| Sage Mountain Advisors LLC | 1,043 | $240.0K | 0.02% | +1,043 | New |
| Jarislowsky, Fraser Ltd | 1,040 | $239.3K | 0.00% | +1,040 | New |
| Gateway Advisory, LLC | 1,035 | $238.1K | 0.04% | +1,035 | New |
| Cahill Financial Advisors Inc | 1,032 | $237.5K | 0.03% | +1,032 | New |
| IFP Advisors, Inc | 1,030 | $236.9K | 0.01% | +28+2.8% | Added |
| Next Capital Management LLC | 1,029 | $236.8K | 0.10% | +1,029 | New |
| Custom Index Systems, LLC | 1,023 | $235.4K | 0.13% | −745−42.1% | Reduced |
| HCR Wealth Advisors | 1,023 | $235.4K | 0.04% | +1,023 | New |
| Edgestream Partners, L.P. | 1,019 | $234.5K | 0.01% | +1,019 | New |
| Glen Eagle Advisors, LLC | 1,017 | $234.1K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $233.1K | 0.01% | +1,013 | New |
| Old Mission Investment Co LLC | 1,013 | $233.1K | 0.08% | +1,013 | New |
| Legacy Financial Advisors, Inc. | 1,008 | $232.0K | 0.04% | +1,008 | New |
| Baron Wealth Management LLC | 1,001 | $230.4K | 0.12% | +1,001 | New |
| Quantum Financial Advisors, LLC | 1,001 | $230.4K | 0.04% | +1,001 | New |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Charles Schwab Trust Co | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Signature Wealth Management Partners, LLC | 1,000 | $230.1K | 0.19% | +1,000 | New |
| Legal Advantage Investments, Inc. | 1,000 | $230.1K | 0.13% | +1,000 | New |
| Red Wave Investments LLC | 1,000 | $230.1K | 0.09% | +1,000 | New |
| Mill Capital Management, LLC | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Ruggaard & Associates LLC | 1,000 | $230.1K | 0.11% | +1,000 | New |
| Sageworth Trust Co | 998 | $229.7K | 0.01% | +998 | New |
| Pin Oak Investment Advisors Inc | 997 | $229.0K | 0.22% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 994 | $228.8K | 0.14% | +994 | New |
| Legacy Edge Advisors, LLC | 992 | $228.3K | 0.05% | +992 | New |
| Sovereign Financial Group, Inc. | 988 | $227.4K | 0.06% | +988 | New |
| Camden Capital, LLC | 988 | $227.3K | 0.02% | +988 | New |
| Invictus Private Wealth, LLC | 986 | $226.9K | 0.02% | +986 | New |
| Kowal Investment Group, LLC | 985 | $226.7K | 0.05% | +985 | New |
| Global Strategic Investment Solutions, LLC | 985 | $226.7K | 0.03% | +985 | New |
| Financial Advocates Investment Management | 980 | $225.6K | 0.01% | +980 | New |
| CPA Asset Management LLC | 974 | $224.2K | 0.13% | +974 | New |
| Morningstar Investment Services LLC | 980 | $224.0K | 0.00% | −571−36.8% | Reduced |
| Convergence Investment Partners, LLC | 972 | $224.0K | 0.09% | +972 | New |
| MV Capital Management, Inc. | 973 | $223.9K | 0.03% | +2+0.2% | Added |
| One Wealth Advisors, LLC | 972 | $223.7K | 0.04% | +972 | New |
| Good Life Advisors, LLC | 972 | $223.6K | 0.02% | +972 | New |
| Ti-Trust, Inc | 970 | $223.2K | 0.16% | +970 | New |
| Centiva Capital, LP | 969 | $223.0K | 0.01% | +969 | New |
| Washington Trust Co | 966 | $222.3K | 0.01% | +38+4.1% | Added |
| Washington Trust Bank | 966 | $222.3K | 0.02% | +966 | New |
| First Financial Bank - Trust Division | 966 | $222.3K | 0.02% | +966 | New |
| Fifth Third Wealth Advisors LLC | 966 | $222.3K | 0.03% | +966 | New |
| Tortoise Investment Management, LLC | 964 | $221.8K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 963 | $221.7K | 0.00% | +963 | New |
| Aprio Wealth Management, LLC | 954 | $219.6K | 0.04% | +954 | New |
| Community Financial Services Group, LLC | 953 | $219.3K | 0.05% | +953 | New |
| Logan Capital Management Inc | 950 | $218.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 949 | $218.4K | 0.04% | +190+25.0% | Added |
| Catalyst Financial Partners LLC | 1,055 | $217.9K | 0.06% | +1,055 | New |
| Edmp, Inc. | 945 | $217.5K | 0.18% | +945 | New |
| Callan Capital, LLC | 944 | $217.3K | 0.02% | +944 | New |
| Perpetual Ltd | 944 | $217.3K | 0.00% | +944 | New |
| Brendel Financial Advisors LLC | 944 | $217.0K | 0.25% | +944 | New |
| McLean Asset Management Corp | 969 | $216.9K | 0.07% | +969 | New |
| Mystic Asset Management, Inc. | 942 | $216.8K | 0.09% | +942 | New |
| Ironwood Financial, llc | 938 | $215.9K | 0.05% | +938 | New |
| Bryn Mawr Trust Co | 937 | $215.6K | 0.01% | +937 | New |
| Focused Wealth Management, Inc | 934 | $214.8K | 0.03% | +3+0.3% | Added |
| Penn Davis McFarland Inc | 933 | $214.7K | 0.03% | −411−30.6% | Reduced |
| Madrona Financial Services, LLC | 929 | $213.8K | 0.07% | +929 | New |
| First Western Trust Bank | 927 | $213.3K | 0.01% | +927 | New |
| Farther Finance Advisors, LLC | 933 | $213.1K | 0.01% | +149+19.0% | Added |
| Secured Retirement Advisors, LLC | 926 | $213.1K | 0.18% | +926 | New |
| Lodestar Private Asset Management LLC | 925 | $212.9K | 0.03% | +925 | New |
| Eagle Bay Advisors LLC | 921 | $212.0K | 0.13% | −217−19.1% | Reduced |
| St Germain D J Co Inc | 916 | $210.8K | 0.01% | +40+4.6% | Added |
| Highland Capital Management, LLC | 915 | $210.6K | 0.01% | +915 | New |
| Keebeck Alpha, LP | 915 | $210.6K | 0.14% | +915 | New |
| Hamilton Capital, LLC | 914 | $210.3K | 0.02% | +914 | New |
| BNC Wealth Management, LLC | 912 | $209.9K | 0.09% | +912 | New |
| Zacks Investment Management | 912 | $209.8K | 0.00% | +912 | New |
| Connectus Wealth, LLC | 911 | $209.7K | 0.01% | +911 | New |
| Narus Financial Partners, LLC | 910 | $209.4K | 0.09% | +910 | New |
| Eudaimonia Partners, LLC | 909 | $209.2K | 0.05% | +909 | New |
| Boston Family Office LLC | 900 | $207.0K | 0.01% | +900 | New |
| Linscomb & Williams, Inc. | 896 | $206.1K | 0.01% | +896 | New |
| StoneX Group Inc. | 895 | $206.0K | 0.02% | −338−27.4% | Reduced |
| Northern Oak Wealth Management Inc | 895 | $206.0K | 0.02% | +895 | New |
| D L Carlson Investment Group Inc | 895 | $206.0K | 0.04% | −265−22.8% | Reduced |
| Touchstone Capital, Inc. | 893 | $205.5K | 0.26% | +893 | New |
| Parisi Gray Wealth Management | 889 | $204.6K | 0.08% | +889 | New |
| Paces Ferry Wealth Advisors, LLC | 888 | $204.4K | 0.13% | +888 | New |
| Pure Financial Advisors, Inc. | 887 | $204.2K | 0.01% | +887 | New |
| Fukoku Mutual Life Insurance Co | 886 | $203.9K | 0.02% | −250−22.0% | Reduced |
