| Pallas Capital Advisors LLC | 571 | $213.0K | 0.03% | +571 | New |
| Banque Pictet & Cie SA | 600 | $208.0K | 0.00% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 600 | $208.0K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 600 | $208.0K | 0.01% | +600 | New |
| Huntington National Bank | 595 | $207.0K | 0.00% | −104−14.9% | Reduced |
| Beaumont Financial Partners, LLC | 586 | $203.0K | 0.02% | +586 | New |
| Horizon Investments, LLC | 583 | $202.0K | 0.01% | +583 | New |
| Sound View Wealth Advisors Group, LLC | 579 | $201.0K | 0.04% | +579 | New |
| EP Wealth Advisors, LLC | 577 | $200.0K | 0.01% | +577 | New |
| Bradley & Co. Private Wealth Management, LLC | 543 | $188.0K | 0.16% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 529 | $184.0K | 0.27% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 521 | $180.7K | 0.00% | +137+35.7% | Added |
| Concord Wealth Partners | 473 | $164.0K | 0.05% | +15+3.3% | Added |
| O'Shaughnessy Asset Management, LLC | 469 | $163.0K | 0.00% | −25−5.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 465 | $161.0K | 0.03% | +465 | New |
| Private Capital Group, LLC | 453 | $157.0K | 0.04% | +30+7.1% | Added |
| Thomas White International Ltd | 450 | $156.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 441 | $153.0K | 0.00% | −98−18.2% | Reduced |
| Hall Laurie J Trustee | 395 | $137.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 395 | $137.0K | 0.01% | +4+1.0% | Added |
| AdvisorNet Financial, Inc | 396 | $137.0K | 0.01% | +39+10.9% | Added |
| Whittier Trust Co | 387 | $134.0K | 0.00% | +64+19.8% | Added |
| Quadrant Capital Group LLC | 323 | $112.0K | 0.02% | −63−16.3% | Reduced |
| First Horizon Advisors, Inc. | 319 | $111.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $104.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 286 | $99.0K | 0.03% | +15+5.5% | Added |
| Fortis Advisors, LLC | 279 | $97.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 281 | $97.0K | 0.00% | +68+31.9% | Added |
| Barrett Asset Management, LLC | 273 | $95.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 262 | $91.0K | 0.00% | +116+79.5% | Added |
| Brown Brothers Harriman & Co | 249 | $86.0K | 0.00% | −12−4.6% | Reduced |
| Parisi Gray Wealth Management | 243 | $84.0K | 0.03% | +243 | New |
| Ci Investments Inc. | 237 | $82.0K | 0.00% | −1,498−86.3% | Reduced |
| Newfound Research LLC | 235 | $82.0K | 0.16% | +17+7.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 213 | $74.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 212 | $74.0K | 0.02% | +212 | New |
| North Star Investment Management Corp. | 202 | $70.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 202 | $70.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 197 | $68.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 190 | $66.0K | 0.01% | +50+35.7% | Added |
| Estate Counselors, LLC | 188 | $65.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 181 | $63.0K | 0.01% | +95+110.5% | Added |
| Eagle Bay Advisors LLC | 161 | $60.0K | 0.05% | +161 | New |
| Creative Financial Designs Inc | 169 | $59.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 165 | $57.0K | 0.01% | +2+1.2% | Added |
| KB Financial Partners, LLC | 161 | $56.0K | 0.02% | −18−10.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 155 | $54.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 156 | $54.0K | 0.01% | +9+6.1% | Added |
| Thompson Siegel & Walmsley LLC | 150 | $52.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 152 | $52.0K | 0.01% | +19+14.3% | Added |
| RE Advisers Corp | 147 | $51.0K | 0.00% | +147 | New |
| Evoke Wealth, LLC | 141 | $49.0K | 0.00% | +11+8.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 127 | $44.0K | 0.00% | −1,732−93.2% | Reduced |
| Lindbrook Capital, LLC | 123 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 123 | $43.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 125 | $43.0K | 0.01% | +50+66.7% | Added |
| Harbour Investments, Inc. | 117 | $41.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 117 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 114 | $40.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 115 | $40.0K | 0.00% | +5+4.5% | Added |
| Financial Enhancement Group LLC | 110 | $38.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 99 | $34.0K | 0.00% | +12+13.8% | Added |
| City Holding Co | 94 | $33.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 86 | $30.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $30.0K | 0.00% | +7+8.5% | Added |
| Capital Directions Investment Advisors, LLC | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 78 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 72 | $25.0K | 0.00% | +72 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $24.3K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $22.0K | 0.00% | +3+4.9% | Added |
| Emerald Advisers, LLC | 64 | $22.0K | 0.00% | +64 | New |
| Atlas Capital Advisors LLC | 62 | $21.5K | 0.00% | +12+24.0% | Added |
| Bedel Financial Consulting, Inc. | 59 | $20.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 57 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 56 | $19.0K | 0.01% | −5−8.2% | Reduced |
| Arkadios Wealth Advisors | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 53 | $18.0K | 0.00% | +2+3.9% | Added |
| Strategic Blueprint, LLC | 48 | $17.0K | 0.00% | +48 | New |
| Optiver Holding B.V. | 50 | $17.0K | 0.00% | +50 | New |
| Laurel Wealth Advisors LLC | 46 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $16.0K | 0.00% | +46 | New |
| Benjamin Edwards Inc | 45 | $16.0K | 0.01% | +45 | New |
| Farmers & Merchants Investments Inc | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 43 | $15.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 39 | $14.0K | 0.00% | +24+160.0% | Added |
| Credential Qtrade Securities Inc. | 38 | $13.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $13.0K | 0.00% | −16−29.6% | Reduced |
| Simon Quick Advisors, LLC | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $12.0K | 0.00% | −3−8.1% | Reduced |
| Ancora Advisors, LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 35 | $12.0K | 0.01% | +7+25.0% | Added |
| Massmutual Trust Co FSB | 34 | $12.0K | 0.00% | +20+142.9% | Added |
| JJJ Advisors Inc. | 33 | $11.0K | 0.00% | 00.0% | Unchanged |