| Charter Trust Co | 742 | $218.9K | 0.01% | +742 | New |
| L2 Asset Management, LLC | 741 | $218.6K | 0.02% | +741 | New |
| Ritholtz Wealth Management | 740 | $218.3K | 0.00% | −6−0.8% | Reduced |
| Change Path, LLC | 739 | $218.0K | 0.00% | +739 | New |
| SageView Advisory Group, LLC | 736 | $217.2K | 0.01% | −9−1.2% | Reduced |
| Helen Stephens Group, LLC | 732 | $215.9K | 0.04% | +732 | New |
| Crescent Grove Advisors, LLC | 731 | $215.6K | 0.02% | +731 | New |
| Investment Advisory Group, LLC | 729 | $215.1K | 0.05% | +729 | New |
| Resonant Capital Advisors, LLC | 723 | $213.3K | 0.01% | −93−11.4% | Reduced |
| Bell Bank | 719 | $212.1K | 0.01% | +719 | New |
| Berkshire Bank | 715 | $210.9K | 0.04% | +715 | New |
| Marshall Investment Management, LLC | 714 | $210.7K | 0.09% | +10+1.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 714 | $210.5K | 0.05% | +714 | New |
| Capital Investment Advisors, LLC | 710 | $209.5K | 0.00% | +710 | New |
| PDS Planning, Inc | 710 | $209.5K | 0.01% | +710 | New |
| Boston Family Office LLC | 700 | $207.0K | 0.01% | +700 | New |
| Flagship Harbor Advisors, LLC | 700 | $206.5K | 0.01% | +700 | New |
| Pinnacle Wealth Management Group, Inc. | 700 | $206.5K | 0.10% | −100−12.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 700 | $206.5K | 0.03% | +700 | New |
| Ackerman Asset Management, LLC | 700 | $206.5K | 0.12% | +700 | New |
| Shelton Capital Management | 699 | $206.2K | 0.00% | −41−5.5% | Reduced |
| Strathmore Capital Advisors, Inc. | 744 | $205.9K | 0.06% | −15−2.0% | Reduced |
| Nilsine Partners, LLC | 693 | $204.4K | 0.01% | −19−2.7% | Reduced |
| Perennial Investment Advisors, LLC | 688 | $203.0K | 0.01% | +688 | New |
| Sippican Capital Advisors | 685 | $202.1K | 0.12% | +685 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 683 | $201.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 678 | $200.0K | 0.02% | +678 | New |
| University of Texas/Texas Am Investment Managment Co | 675 | $199.1K | 0.02% | +105+18.4% | Added |
| Quarry LP | 671 | $198.0K | 0.03% | +228+51.5% | Added |
| Rosenberg Matthew Hamilton | 668 | $197.1K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 660 | $194.8K | 0.00% | +660 | New |
| Massmutual Trust Co FSB | 652 | $192.3K | 0.00% | −144−18.1% | Reduced |
| Rothschild Investment LLC | 652 | $192.3K | 0.01% | +59+9.9% | Added |
| N.E.W. Advisory Services LLC | 650 | $191.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 640 | $188.8K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 630 | $185.9K | 0.04% | +630 | New |
| BNP Paribas | 600 | $177.0K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 591 | $174.4K | 0.01% | +108+22.4% | Added |
| Mather Group, LLC. | 580 | $171.2K | 0.00% | +43+8.0% | Added |
| Los Angeles Capital Management LLC | 567 | $167.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 560 | $165.2K | 0.01% | −26−4.4% | Reduced |
| Salem Investment Counselors Inc | 555 | $163.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 526 | $155.3K | 0.01% | −30−5.4% | Reduced |
| Harbour Investments, Inc. | 523 | $154.2K | 0.00% | −24−4.4% | Reduced |
| Colonial Trust Advisors | 520 | $153.4K | 0.01% | +70+15.6% | Added |
| Versant Capital Management, Inc | 483 | $142.5K | 0.01% | −113−19.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 468 | $138.2K | 0.00% | −18−3.7% | Reduced |
| 1620 Investment Advisors, Inc. | 455 | $134.2K | 0.08% | +455 | New |
| Tounjian Advisory Partners, LLC | 433 | $127.8K | 0.05% | +433 | New |
| CVA Family Office, LLC | 428 | $126.3K | 0.01% | +3+0.7% | Added |
| Cromwell Holdings LLC | 427 | $126.0K | 0.06% | +18+4.4% | Added |
| First Horizon Corp | 403 | $118.9K | 0.00% | −9−2.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $118.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 391 | $115.3K | 0.01% | +391 | New |
| Independence Bank of Kentucky | 379 | $111.8K | 0.01% | +35+10.2% | Added |
| Bryn Mawr Trust Co | 377 | $111.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 371 | $109.4K | 0.03% | +119+47.2% | Added |
| Westfuller Advisors, LLC | 367 | $108.3K | 0.04% | +10+2.8% | Added |
| Onefund, LLC | 355 | $104.7K | 0.06% | −9−2.5% | Reduced |
| Providence Capital Advisors, LLC | 354 | $104.4K | 0.02% | +354 | New |
| Salomon & Ludwin, LLC | 342 | $100.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 325 | $95.9K | 0.01% | −144−30.7% | Reduced |
| PlanVest Financial, Inc | 322 | $95.1K | 0.06% | +1+0.3% | Added |
| Essential Partners LLC | 322 | $95.0K | 0.04% | −244−43.1% | Reduced |
| Tompkins Financial Corp | 300 | $88.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 297 | $87.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 289 | $85.3K | 0.00% | +28+10.7% | Added |
| Crewe Advisors LLC | 286 | $84.4K | 0.01% | +72+33.6% | Added |
| Group One Trading, L.P. | 279 | $82.3K | 0.00% | +279 | New |
| Atlantic Edge Private Wealth Management, LLC | 258 | $76.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 251 | $75.3K | 0.00% | +12+5.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 255 | $75.2K | 0.02% | +70+37.8% | Added |
| GW&K Investment Management, LLC | 247 | $73.0K | 0.00% | +148+149.5% | Added |
| Private Trust Co NA | 246 | $72.6K | 0.01% | +19+8.4% | Added |
| Coastline Trust Co | 244 | $72.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 243 | $71.7K | 0.00% | −261−51.8% | Reduced |
| Summer Road LLC | 240 | $70.8K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 232 | $68.4K | 0.00% | +232 | New |
| Keating Financial Advisory Services, Inc. | 225 | $66.4K | 0.01% | +107+90.7% | Added |
| Manchester Capital Management LLC | 211 | $62.2K | 0.01% | +31+17.2% | Added |
| Private Wealth Management Group, LLC | 210 | $61.9K | 0.01% | +7+3.4% | Added |
| CoreCap Advisors, LLC | 209 | $61.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 209 | $61.7K | 0.00% | +209 | New |
| Asset Dedication, LLC | 207 | $61.1K | 0.00% | +4+2.0% | Added |
| Southern Michigan Bank & Trust | 200 | $59.0K | 0.02% | 00.0% | Unchanged |
| Regents Gate Capital LLP | 190 | $56.1K | 0.07% | −46,074−99.6% | Reduced |
| Maseco LLP | 182 | $53.7K | 0.00% | +182 | New |
| SJS Investment Consulting Inc. | 181 | $53.3K | 0.01% | +4+2.3% | Added |
| WS Portfolio Advisory, LLC | 180 | $53.1K | 1.31% | +180 | New |
| Deseret Mutual Benefit Administrators | 175 | $51.6K | 0.02% | −6−3.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 172 | $50.7K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $50.0K | 0.00% | +11+6.9% | Added |
| Atlantic Union Bankshares Corp | 163 | $48.1K | 0.00% | −86−34.5% | Reduced |
| Ronald Blue Trust, Inc. | 162 | $47.8K | 0.00% | +45+38.5% | Added |
| Hollencrest Capital Management | 161 | $47.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 148 | $43.7K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 143 | $42.2K | 0.01% | −98−40.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 139 | $40.9K | 0.00% | +1+0.7% | Added |
| Generali Asset Management SPA SGR | 129 | $38.1K | 0.00% | +1+0.8% | Added |
| Geneos Wealth Management Inc. | 128 | $37.8K | 0.00% | +2+1.6% | Added |
