| Aureus Asset Management, LLC | 300 | $226.0K | 0.01% | +300 | New |
| Capstone Financial Advisors, Inc. | – | $226.0K | 0.01% | – | New |
| Apella Capital, LLC | 287 | $225.0K | 0.01% | +287 | New |
| Drive Wealth Management, LLC | 299 | $225.0K | 0.05% | +299 | New |
| Lake Street Financial LLC | 295 | $222.3K | 0.03% | +295 | New |
| Ascent Group, LLC | 294 | $221.5K | 0.01% | +294 | New |
| Ocean Capital Management, LLC | 292 | $220.3K | 0.05% | +292 | New |
| Gladstone Institutional Advisory LLC | 290 | $218.5K | 0.01% | −126−30.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 290 | $218.5K | 0.11% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 290 | $218.5K | 0.02% | +290 | New |
| Buckhead Capital Management LLC | 290 | $218.5K | 0.08% | +290 | New |
| L2 Asset Management, LLC | 290 | $218.5K | 0.04% | +290 | New |
| Zions Bancorporation, National Association | 284 | $214.0K | 0.01% | +6+2.2% | Added |
| Versant Capital Management, Inc | 282 | $212.5K | 0.03% | +122+76.3% | Added |
| Courier Capital LLC | 282 | $212.5K | 0.01% | +282 | New |
| GeoWealth Management, LLC | 280 | $211.0K | 0.01% | −92−24.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 280 | $211.0K | 0.02% | +280 | New |
| Mutual Advisors, LLC | 235 | $209.1K | 0.01% | −272−53.6% | Reduced |
| BlueStem Wealth Partners, LLC | 277 | $208.3K | 0.03% | +277 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 275 | $207.2K | 0.02% | +275 | New |
| Werba Rubin Papier Wealth Management | 275 | $207.2K | 0.04% | +275 | New |
| Zacks Investment Management | 274 | $206.7K | 0.00% | +274 | New |
| Meiji Yasuda Asset Management Co Ltd. | 274 | $206.4K | 0.01% | −744−73.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 272 | $205.3K | 0.01% | +272 | New |
| Chicago Capital, LLC | 272 | $204.9K | 0.01% | +272 | New |
| Capital Asset Advisory Services LLC | 264 | $204.6K | 0.01% | +264 | New |
| Strategic Blueprint, LLC | 270 | $203.4K | 0.01% | +270 | New |
| Investor's Fiduciary Advisor Network, LLC | 270 | $203.0K | 0.08% | +270 | New |
| Perpetual Ltd | 269 | $202.7K | 0.00% | −116−30.1% | Reduced |
| Ironwood Investment Counsel, LLC | 268 | $202.4K | 0.03% | +268 | New |
| Legacy Financial Group, Inc. | 268 | $201.9K | 0.06% | +268 | New |
| Park Capital Management, LLC | 267 | $200.9K | 0.19% | +267 | New |
| Massmutual Trust Co FSB | 264 | $198.9K | 0.01% | +13+5.2% | Added |
| Bogart Wealth, LLC | 263 | $198.1K | 0.01% | +251+2,091.7% | Added |
| Gleason Group, Inc. | 257 | $193.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 252 | $189.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $188.3K | 0.10% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 246 | $185.3K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 240 | $180.8K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 225 | $169.5K | 0.07% | 00.0% | Unchanged |
| Groupe la Francaise | 223 | $167.3K | 0.00% | +5+2.3% | Added |
| Crews Bank & Trust | 216 | $162.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 207 | $156.0K | 0.09% | +8+4.0% | Added |
| Provenance Wealth Advisors, LLC | 206 | $155.2K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 196 | $155.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 205 | $154.0K | 0.00% | +205 | New |
| Central Pacific Bank - Trust Division | 196 | $147.7K | 0.02% | −29−12.9% | Reduced |
| United Community Bank | 193 | $145.4K | 0.05% | +5+2.7% | Added |
| MUFG Securities EMEA plc | 192 | $144.7K | 0.01% | +192 | New |
| Manchester Capital Management LLC | 190 | $143.3K | 0.02% | −16−7.8% | Reduced |
| Park Square Financial Group, LLC | 188 | $141.6K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 184 | $139.0K | 0.01% | +184 | New |
| Onefund, LLC | 176 | $133.0K | 0.10% | +176 | New |
| Westpac Banking Corp | 163 | $122.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 161 | $121.3K | 0.01% | −52−24.4% | Reduced |
| Resources Management Corp | 146 | $110.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 143 | $107.7K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 141 | $106.2K | 0.00% | −444−75.9% | Reduced |
| Thompson Investment Management, Inc. | 140 | $105.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 164 | $105.3K | 0.00% | +63+62.4% | Added |
| High Note Wealth, LLC | 138 | $104.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 136 | $102.5K | 0.00% | +50+58.1% | Added |
| UMA Financial Services, Inc. | 134 | $101.2K | 0.02% | −17−11.3% | Reduced |
| Sound Income Strategies, LLC | 131 | $98.7K | 0.01% | +126+2,520.0% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $94.2K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 124 | $93.4K | 0.01% | −22−15.1% | Reduced |
| YANKCOM Partnership | 124 | $93.4K | 0.05% | +11+9.7% | Added |
| Retirement Wealth Solutions LLC | 120 | $90.4K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 118 | $88.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 117 | $88.1K | 0.04% | +29+33.0% | Added |
| Rossby Financial, LCC | 115 | $86.6K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 114 | $86.1K | 0.00% | +2+1.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $85.9K | 0.03% | +14+14.0% | Added |
| Disciplina Capital Management LLC | 113 | $85.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $85.0K | 0.03% | −794−87.5% | Reduced |
| Bank of Jackson Hole Trust | 112 | $84.4K | 0.05% | +12+12.0% | Added |
| Hemington Wealth Management | 112 | $84.0K | 0.01% | +6+5.7% | Added |
| Hilltop National Bank | 110 | $82.9K | 0.02% | +110 | New |
| JFS Wealth Advisors, LLC | 109 | $82.1K | 0.01% | −1−0.9% | Reduced |
| Tortoise Investment Management, LLC | 103 | $77.6K | 0.01% | +3+3.0% | Added |
| Princeton Global Asset Management LLC | 103 | $77.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 102 | $76.8K | 0.01% | +81+385.7% | Added |
| Johnson Financial Group, Inc. | 100 | $75.3K | 0.00% | −57−36.3% | Reduced |
| Chilton Capital Management LLC | 100 | $75.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $75.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $73.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 97 | $72.9K | 0.01% | −1−1.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 95 | $71.6K | 0.05% | −33−25.8% | Reduced |
| South State Corp. | 92 | $69.3K | 0.00% | −42−31.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 89 | $67.1K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 86 | $64.8K | 0.01% | 00.0% | Unchanged |
| Ossiam | 81 | $61.0K | 0.00% | −4−4.7% | Reduced |
| Webster Bank, N. A. | 79 | $59.5K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $58.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 77 | $58.0K | 0.02% | −30−28.0% | Reduced |
| General Partner, Inc. | 77 | $58.0K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 75 | $56.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $52.7K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 68 | $51.1K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $49.0K | 0.01% | 00.0% | Unchanged |
