| NewSquare Capital LLC | 9 | $33.4K | 0.00% | +3+50.0% | Added |
| Loomis Sayles & Co L P | 9 | $33.4K | 0.00% | +9 | New |
| Bank of Jackson Hole Trust | 9 | $33.4K | 0.02% | +9 | New |
| Independence Bank of Kentucky | 10 | $37.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $37.1K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 10 | $37.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $37.1K | 0.01% | +2+25.0% | Added |
| Stone House Investment Management, LLC | 10 | $37.1K | 0.01% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $37.1K | 0.00% | −7−41.2% | Reduced |
| AlphaCore Capital LLC | 10 | $37.1K | 0.00% | +3+42.9% | Added |
| Rocky Mountain Advisers, LLC | 11 | $40.8K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 11 | $40.8K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $40.8K | 0.05% | +1+10.0% | Added |
| Clear Street Markets LLC | 11 | $40.8K | 0.01% | +11 | New |
| Ameritas Advisory Services, LLC | 11 | $40.8K | 0.00% | +11 | New |
| Sarver Vrooman Wealth Advisors | 12 | $44.5K | 0.03% | −5−29.4% | Reduced |
| Tacita Capital Inc | 12 | $44.5K | 0.03% | −2−14.3% | Reduced |
| Robbins Farley LLC | 12 | $44.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $44.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 12 | $44.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $48.1K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 11,139 | $48.2K | 0.01% | +11,139 | New |
| Itau Unibanco Holding S.A. | 13 | $48.3K | 0.00% | −2−13.3% | Reduced |
| Tradewinds Capital Management, LLC | 13 | $48.3K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 13 | $48.3K | 0.01% | +13 | New |
| Minot DeBlois Advisors LLC | 14 | $52.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $52.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $52.0K | 0.00% | +3+27.3% | Added |
| Mascoma Wealth Management LLC | 15 | $55.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 15 | $55.7K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 15 | $55.7K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 15 | $55.7K | 0.00% | +15 | New |
| NBT Bank N A | 16 | $59.4K | 0.00% | −6−27.3% | Reduced |
| MV Capital Management, Inc. | 16 | $59.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $59.4K | 0.01% | +4+33.3% | Added |
| LRI Investments, LLC | 17 | $62.8K | 0.01% | −15−46.9% | Reduced |
| Solstein Capital, LLC | 18 | $66.8K | 0.03% | +12+200.0% | Added |
| Harvest Fund Management Co., Ltd | 18 | $67.0K | 0.00% | −204−91.9% | Reduced |
| Crews Bank & Trust | 19 | $70.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $70.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $74.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $74.4K | 0.01% | +8+66.7% | Added |
| State of Wyoming | 21 | $78.0K | 0.01% | −15−41.7% | Reduced |
| Armstrong Advisory Group, Inc | 21 | $78.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21 | $78.0K | 0.02% | +5+31.3% | Added |
| Front Row Advisors LLC | 22 | $81.7K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $81.7K | 0.04% | −7−24.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 23 | $85.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $89.1K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 25 | $92.8K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 25 | $94.3K | 0.03% | +5+25.0% | Added |
| N.E.W. Advisory Services LLC | 27 | $100.2K | 0.01% | −15−35.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 27 | $100.2K | 0.01% | +27 | New |
| Roxbury Financial LLC | 28 | $103.9K | 0.10% | −1−3.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 28 | $104.0K | 0.00% | −1,579−98.3% | Reduced |
| Hemington Wealth Management | 29 | $107.0K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 29 | $107.7K | 0.02% | −7−19.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $111.4K | 0.00% | −4−11.8% | Reduced |
| GeoWealth Management, LLC | 30 | $111.4K | 0.00% | −1−3.2% | Reduced |
| Zions Bancorporation, National Association | 30 | $111.4K | 0.01% | +1+3.4% | Added |
| ORG Partners LLC | 32 | $118.9K | 0.03% | +13+68.4% | Added |
| Beacon Capital Management, LLC | 33 | $122.5K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 35 | $130.0K | 0.00% | +10+40.0% | Added |
| Centerpoint Advisors, LLC | 38 | $141.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $141.1K | 0.07% | −1−2.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 38 | $141.1K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 38 | $141.1K | 0.02% | +24+171.4% | Added |
| WPG Advisers, LLC | 41 | $152.2K | 0.13% | −11−21.2% | Reduced |
| UMA Financial Services, Inc. | 42 | $155.9K | 0.02% | +2+5.0% | Added |
| Grove Bank & Trust | 43 | $159.6K | 0.02% | +10+30.3% | Added |
| SBI Securities Co., Ltd. | 43 | $159.6K | 0.00% | +17+65.4% | Added |
| Capital Analysts, LLC | 44 | $163.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 44 | $163.3K | 0.04% | −14−24.1% | Reduced |
| Smithfield Trust Co | 45 | $167.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 45 | $167.0K | 0.12% | +45 | New |
| Bangor Savings Bank | 46 | $170.8K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 47 | $174.5K | 0.11% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 49 | $181.9K | 0.01% | +49 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $185.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 49 | $186.8K | 0.07% | +49 | New |
| Lazard Asset Management LLC | 51 | $189.0K | 0.00% | +3+6.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 52 | $193.0K | 0.07% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 53 | $196.7K | 0.13% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 54 | $200.5K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 55 | $204.2K | 0.03% | +55 | New |
| SCS Capital Management LLC | 55 | $204.2K | 0.00% | −10−15.4% | Reduced |
| Tempus Wealth Planning, LLC | 55 | $204.2K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 55 | $204.2K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 55 | $204.2K | 0.04% | +55 | New |
| Optivise Advisory Services LLC | 55 | $205.3K | 0.10% | +55 | New |
| LaSalle St. Investment Advisors, LLC | 55 | $206.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $206.0K | 0.12% | +1+1.9% | Added |
| Camden Capital, LLC | 56 | $206.3K | 0.02% | −1−1.8% | Reduced |
| DGS Capital Management, LLC | 56 | $207.9K | 0.04% | −4−6.7% | Reduced |
| Synovus Financial Corp | 56 | $207.9K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 56 | $207.9K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 56 | $207.9K | 0.01% | +56 | New |
| Sunbelt Securities, Inc. | 65 | $208.1K | 0.02% | 00.0% | Unchanged |
| Accuvest Global Advisors | 57 | $212.0K | 0.14% | −248−81.3% | Reduced |
| Prelude Capital Management, LLC | 58 | $215.3K | 0.02% | −83−58.9% | Reduced |