| Bogart Wealth, LLC | 200 | $63.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 205 | $65.1K | 0.00% | −137−40.1% | Reduced |
| Front Row Advisors LLC | 209 | $66.4K | 0.02% | +109+109.0% | Added |
| Ronald Blue Trust, Inc. | 211 | $67.0K | 0.00% | −197−48.3% | Reduced |
| Leonteq Securities AG | 219 | $69.5K | 0.01% | +219 | New |
| First Horizon Advisors, Inc. | 230 | $73.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 236 | $74.9K | 0.01% | +5+2.2% | Added |
| Proequities, Inc. | 250 | $79.4K | 0.01% | −250−50.0% | Reduced |
| Allworth Financial LP | 257 | $81.7K | 0.00% | +85+49.4% | Added |
| Anchor Investment Management, LLC | 275 | $87.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 297 | $94.3K | 0.01% | +13+4.6% | Added |
| Harbor Investment Advisory, LLC | 298 | $94.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $95.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 318 | $101.1K | 0.01% | −155−32.8% | Reduced |
| First Command Advisory Services, Inc. | 585 | $107.0K | 0.00% | +585 | New |
| Quent Capital, LLC | 358 | $113.8K | 0.01% | +59+19.7% | Added |
| Huntington National Bank | 360 | $114.3K | 0.00% | +38+11.8% | Added |
| Asset Dedication, LLC | 400 | $127.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 400 | $127.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $127.0K | 0.04% | +400 | New |
| Capital Advisors, Ltd. LLC | 408 | $130.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 425 | $134.9K | 0.04% | 00.0% | Unchanged |
| Tobam | 436 | $138.0K | 0.01% | +436 | New |
| Global Retirement Partners, LLC | 457 | $145.2K | 0.01% | −113−19.8% | Reduced |
| JJJ Advisors Inc. | 475 | $150.8K | 0.03% | −5−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 526 | $150.8K | 0.01% | −62−10.5% | Reduced |
| Bessemer Group Inc | 489 | $155.0K | 0.00% | +386+374.8% | Added |
| Colonial Trust Co | 489 | $155.3K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 617 | $196.0K | 0.01% | +54+9.6% | Added |
| Essex Private Wealth Management, LLC | 632 | $200.7K | 0.57% | +632 | New |
| Great Valley Advisor Group, Inc. | 633 | $200.8K | 0.01% | +633 | New |
| Tiaa Trust, National Association | 633 | $201.0K | 0.00% | +633 | New |
| HighPoint Advisor Group LLC | 638 | $201.0K | 0.01% | +638 | New |
| GAMMA Investing LLC | 634 | $201.3K | 0.04% | +71+12.6% | Added |
| FourThought Financial Partners, LLC | 636 | $201.9K | 0.02% | −2,457−79.4% | Reduced |
| National Asset Management, Inc. | 1,309 | $203.5K | 0.01% | +1,309 | New |
| Wealthfront Advisers LLC | 641 | $203.5K | 0.00% | +641 | New |
| Badgley Phelps Wealth Managers, LLC | 642 | $203.9K | 0.01% | +642 | New |
| Evercore Wealth Management, LLC | 643 | $204.2K | 0.00% | +643 | New |
| Berkshire Bank | 644 | $204.5K | 0.05% | +644 | New |
| Snowden Capital Advisors LLC | 644 | $204.5K | 0.01% | +644 | New |
| Valeo Financial Advisors, LLC | 719 | $205.3K | 0.01% | −896−55.5% | Reduced |
| Azimuth Capital Investment Management LLC | 650 | $206.4K | 0.01% | +650 | New |
| Baker Avenue Asset Management, LP | 653 | $207.4K | 0.01% | +653 | New |
| EP Wealth Advisors, LLC | 654 | $207.7K | 0.00% | +654 | New |
| Cullen Investment Group, Ltd. | 670 | $207.8K | 0.03% | +670 | New |
| Cigna Investments Inc | 672 | $214.0K | 0.04% | +672 | New |
| Seeds Investor LLC | 676 | $214.7K | 0.20% | +676 | New |
| Atomi Financial Group, Inc. | 681 | $216.1K | 0.02% | +681 | New |
| Christensen, King & Associates Investment Services, Inc. | 681 | $216.2K | 0.11% | +681 | New |
| Lakeview Capital Partners, LLC | 684 | $217.2K | 0.04% | −466−40.5% | Reduced |
| Waterloo Capital, L.P. | 685 | $217.5K | 0.03% | −865−55.8% | Reduced |
| Phillips Wealth Planners LLC | 786 | $222.1K | 0.26% | −292−27.1% | Reduced |
| Moseley Investment Management Inc | 702 | $222.9K | 0.11% | +702 | New |
| Clark Asset Management, LLC | 703 | $223.2K | 0.07% | +703 | New |
| Sheridan Capital Management, LLC | 706 | $224.0K | 0.17% | +706 | New |
| BayBridge Capital Group, LLC | 801 | $224.5K | 0.20% | +801 | New |
| DGS Capital Management, LLC | 709 | $225.1K | 0.06% | +709 | New |
| Harfst & Associates, Inc. | 712 | $226.1K | 0.05% | +712 | New |
| Horizon Investment Services, LLC | 717 | $227.7K | 0.11% | +717 | New |
| One Wealth Advisors, LLC | 719 | $228.3K | 0.04% | +719 | New |
| Pinnacle Bancorp, Inc. | 720 | $228.6K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 722 | $229.3K | 0.01% | +722 | New |
| Advisory Services Network, LLC | 730 | $231.8K | 0.01% | −49−6.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 735 | $233.0K | 0.06% | +735 | New |
| Independent Financial Group, LLC | 736 | $233.7K | 0.01% | −574−43.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 738 | $234.3K | 0.00% | +738 | New |
| CAPROCK Group, Inc. | 738 | $234.3K | 0.01% | +738 | New |
| Harvest Fund Management Co., Ltd | 745 | $237.0K | 0.02% | +482+183.3% | Added |
| Buckingham Strategic Wealth, LLC | 747 | $237.1K | 0.00% | −306−29.1% | Reduced |
| GeoWealth Management, LLC | 747 | $237.2K | 0.01% | +747 | New |
| First Interstate Bank | 750 | $238.1K | 0.02% | +750 | New |
| Lake Street Advisors Group, LLC | 752 | $238.8K | 0.01% | +752 | New |
| Quantum Financial Advisors, LLC | 754 | $239.4K | 0.04% | +754 | New |
| Covenant Asset Management, LLC | 755 | $239.7K | 0.06% | +755 | New |
| Leavell Investment Management, Inc. | 756 | $240.0K | 0.01% | +756 | New |
| TFB Advisors LLC | 849 | $240.8K | 0.09% | +849 | New |
| Foundry Partners, LLC | 763 | $242.3K | 0.01% | +763 | New |
| MONECO Advisors, LLC | 765 | $242.9K | 0.04% | +765 | New |
| Impact Partnership Wealth, LLC | 771 | $245.1K | 0.10% | +200+35.0% | Added |
| Kingswood Wealth Advisors, LLC | 772 | $245.4K | 0.03% | +772 | New |
| Abbrea Capital, LLC | 775 | $246.0K | 0.03% | +775 | New |
| Spire Wealth Management | 776 | $246.6K | 0.01% | −135−14.8% | Reduced |
| Aptus Capital Advisors, LLC | 784 | $248.9K | 0.01% | +784 | New |
| Ieq Capital, LLC | 786 | $249.6K | 0.00% | +786 | New |
| Institute for Wealth Management, LLC. | 789 | $250.4K | 0.03% | −895−53.1% | Reduced |
| Aviance Capital Partners, LLC | 791 | $251.2K | 0.04% | −5,406−87.2% | Reduced |
| Empirical Asset Management, LLC | 795 | $252.6K | 0.12% | +795 | New |
| Crestone Asset Management LLC | 798 | $253.4K | 0.05% | +798 | New |
| Pflug Koory, LLC | 811 | $257.5K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 811 | $257.5K | 0.02% | +811 | New |
| Vista Wealth Management Group, LLC | 816 | $259.1K | 0.02% | +816 | New |
| Private Trust Co NA | 825 | $262.0K | 0.03% | +72+9.6% | Added |
| Kapitalo Investimentos Ltda | 826 | $262.3K | 0.06% | −860−51.0% | Reduced |
| Fifth Third Bancorp | 828 | $262.9K | 0.00% | +267+47.6% | Added |
| Linden Thomas Advisory Services, LLC | 832 | $264.2K | 0.04% | −420−33.5% | Reduced |
| Eqis Capital Management, Inc. | 832 | $264.2K | 0.02% | +832 | New |
| New Vernon Capital Holdings II LLC | 838 | $266.1K | 0.14% | −3,445−80.4% | Reduced |
| Regions Financial Corp | 838 | $266.1K | 0.00% | +838 | New |
| Bangor Savings Bank | 848 | $269.3K | 0.03% | −5−0.6% | Reduced |
