| Eagle Bay Advisors LLC | 491 | $120.0K | 0.08% | −563−53.4% | Reduced |
| Glassman Wealth Services | 513 | $125.0K | 0.02% | +89+21.0% | Added |
| Plante Moran Financial Advisors, LLC | 521 | $127.0K | 0.02% | +73+16.3% | Added |
| Peconic Partners LLC | 550 | $134.0K | 0.01% | −450−45.0% | Reduced |
| Atticus Wealth Management, LLC | 555 | $135.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 560 | $137.0K | 0.08% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 569 | $138.0K | 0.07% | +569 | New |
| Mark Sheptoff Financial Planning, LLC | 614 | $150.0K | 0.07% | 00.0% | Unchanged |
| Natixis Investment Managers International | 623 | $152.0K | 0.01% | +623 | New |
| Itau Unibanco Holding S.A. | 629 | $154.0K | 0.01% | −16,934−96.4% | Reduced |
| KB Financial Partners, LLC | 640 | $156.0K | 0.04% | +640 | New |
| Cambridge Trust Co | 649 | $158.0K | 0.01% | +649 | New |
| Gordian Capital Singapore Pte Ltd | 650 | $159.0K | 0.13% | +650 | New |
| RE Advisers Corp | 663 | $162.0K | 0.00% | +157+31.0% | Added |
| Tyler-Stone Wealth Management | 756 | $184.0K | 0.10% | +756 | New |
| GeoWealth Management, LLC | 794 | $193.0K | 0.02% | +140+21.4% | Added |
| BerganKDV Wealth Management, LLC | 806 | $197.0K | 0.02% | +25+3.2% | Added |
| Monetary Management Group Inc | 815 | $199.0K | 0.05% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 815 | $199.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 823 | $200.0K | 0.05% | +823 | New |
| Davy Global Fund Management Ltd | 826 | $202.0K | 0.03% | −2,591−75.8% | Reduced |
| Autumn Glory Partners, LLC | 826 | $202.0K | 0.08% | +826 | New |
| Clifford Swan Investment Counsel LLC | 830 | $203.0K | 0.01% | +830 | New |
| F/M Investments LLC | 834 | $204.0K | 0.15% | +834 | New |
| Trust Co of Kansas | 841 | $205.0K | 0.11% | +841 | New |
| Concord Wealth Partners | 844 | $206.0K | 0.05% | +477+130.0% | Added |
| Midwest Professional Planners, LTD. | 843 | $206.0K | 0.10% | +843 | New |
| ACG Wealth | 855 | $209.0K | 0.03% | +855 | New |
| Cornerstone Wealth Group, LLC | 856 | $209.0K | 0.04% | +856 | New |
| Zullo Investment Group, Inc. | 860 | $210.0K | 0.11% | +860 | New |
| Liberty Wealth Management LLC | 871 | $212.0K | 0.08% | −729−45.6% | Reduced |
| KCM Investment Advisors LLC | 876 | $214.0K | 0.01% | +876 | New |
| Ambassador Advisors, LLC | 891 | $218.0K | 0.04% | −497−35.8% | Reduced |
| Five Oceans Advisors | 894 | $218.0K | 0.19% | +894 | New |
| Laidlaw Wealth Management LLC | 897 | $219.0K | 0.04% | +897 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 901 | $220.0K | 0.00% | −136,999−99.3% | Reduced |
| Poehling Capital Management, LLC | 900 | $220.0K | 0.07% | +900 | New |
| Integrity Financial Corp | 900 | $220.0K | 0.16% | +900 | New |
| Oakworth Capital, Inc. | 904 | $221.0K | 0.02% | +632+232.4% | Added |
| C2C Wealth Management, LLC | 903 | $221.0K | 0.03% | +903 | New |
| Koshinski Asset Management, Inc. | 907 | $221.4K | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 912 | $222.0K | 0.03% | +912 | New |
| Kozak & Associates, Inc. | 1,179 | $223.0K | 0.14% | +30+2.6% | Added |
| Lattice Capital Management, LLC | 915 | $223.0K | 0.23% | +915 | New |
| Alterna Wealth Management, Inc | 913 | $223.0K | 0.19% | +913 | New |
| KRS Capital Management, LLC | 915 | $223.0K | 0.19% | +915 | New |
| Johnson Financial Group, Inc. | 925 | $225.0K | 0.01% | −82−8.1% | Reduced |
| Wick Capital Partners, LLC | 925 | $226.0K | 0.17% | +925 | New |
| Mosaic Advisors LLC | 932 | $227.0K | 0.17% | +932 | New |
| Knuff & Co LLC | 940 | $229.0K | 0.07% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 939 | $229.0K | 0.04% | +939 | New |
| Callan Capital, LLC | 943 | $230.0K | 0.03% | +943 | New |
| Bordeaux Wealth Advisors LLC | 941 | $230.0K | 0.11% | +941 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 945 | $231.0K | 0.07% | +945 | New |
| Robertson Stephens Wealth Management, LLC | 948 | $231.0K | 0.02% | +948 | New |
| Cutler Group LP | 952 | $232.0K | 0.02% | +952 | New |
| D.B. Root & Company, LLC | 952 | $232.0K | 0.08% | +952 | New |
| Gables Capital Management Inc. | 956 | $233.0K | 0.14% | 00.0% | Unchanged |
| Lincoln Capital Corp | 956 | $233.0K | 0.11% | +956 | New |
| Brighton Jones LLC | 956 | $233.0K | 0.01% | +956 | New |
| Welch Group, LLC | 956 | $233.0K | 0.01% | +956 | New |
| GM Advisory Group, Inc. | 956 | $233.0K | 0.02% | +956 | New |
| Budros, Ruhlin & Roe, Inc. | 957 | $234.0K | 0.03% | +957 | New |
| Alley Co LLC | 959 | $234.0K | 0.04% | +959 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 961 | $235.0K | 0.12% | +621+182.6% | Added |
| Perennial Investment Advisors, LLC | 964 | $236.0K | 0.07% | +964 | New |
| Pinnacle Private Wealth, LLC | 966 | $236.0K | 0.07% | +966 | New |
| Klingenstein Fields & Co LP | 975 | $238.0K | 0.01% | +975 | New |
| Steel Peak Wealth Management LLC | 976 | $238.0K | 0.01% | +976 | New |
| Frontier Wealth Management LLC | 984 | $240.0K | 0.02% | +984 | New |
| Dearborn Partners LLC | 991 | $242.0K | 0.01% | −238−19.4% | Reduced |
| AlphaStar Capital Management, LLC | 1,174 | $242.0K | 0.02% | +96+8.9% | Added |
| Chesapeake Wealth Management | 991 | $242.0K | 0.08% | +991 | New |
| Grace Capital | 1,000 | $244.0K | 0.14% | 00.0% | Unchanged |
| Searle & Co. | 1,000 | $244.0K | 0.09% | +1,000 | New |
| Briaud Financial Planning, Inc | 1,004 | $245.0K | 0.13% | +1,004 | New |
| Level Four Advisory Services, LLC | 1,011 | $247.0K | 0.02% | +1,011 | New |
| Eqis Capital Management, Inc. | 1,016 | $248.0K | 0.02% | −158−13.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,025 | $250.0K | 0.06% | +1,025 | New |
| Point72 Hong Kong Ltd | 1,027 | $251.0K | 0.02% | −4,012−79.6% | Reduced |
| Krilogy Financial LLC | 1,028 | $251.0K | 0.03% | +1,028 | New |
| Community Financial Services Group, LLC | 1,038 | $253.0K | 0.06% | −1,283−55.3% | Reduced |
| Aries Wealth Management | 1,038 | $253.0K | 0.10% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 1,035 | $253.0K | 0.15% | +1,035 | New |
| BCJ Capital Management, LLC | 1,042 | $254.0K | 0.02% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,043 | $255.0K | 0.04% | −94−8.3% | Reduced |
| Cardiff Park Advisors, LLC | 1,049 | $256.0K | 0.03% | +1,049 | New |
| Sit Investment Associates Inc | 1,052 | $257.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,059 | $258.0K | 0.02% | +1,059 | New |
| Intersect Capital LLC | 1,062 | $259.0K | 0.05% | −346−24.6% | Reduced |
| IPG Investment Advisors LLC | 1,060 | $259.0K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 1,060 | $259.0K | 0.08% | +1,060 | New |
| Resource Management, LLC | 1,064 | $260.0K | 0.03% | +1+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,070 | $261.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,075 | $262.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,075 | $262.3K | 0.09% | −40−3.6% | Reduced |
| Naples Global Advisors, LLC | 1,079 | $263.0K | 0.03% | −21−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,077 | $263.0K | 0.02% | +1,077 | New |
| Revolve Wealth Partners, LLC | 1,085 | $265.0K | 0.08% | +1,085 | New |
| Trust Co of Vermont | 1,090 | $266.0K | 0.02% | +51+4.9% | Added |
