| Abound Wealth Management | 53 | $35.5K | 0.02% | +2+3.9% | Added |
| Coston, McIsaac & Partners | 55 | $36.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 55 | $36.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 56 | $37.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 57 | $37.8K | 0.02% | +1+1.8% | Added |
| Stuart Chaussee & Associates, Inc. | 57 | $38.1K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 58 | $39.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 60 | $40.1K | 0.02% | −76−55.9% | Reduced |
| Ellevest, Inc. | 61 | $40.8K | 0.00% | −35−36.5% | Reduced |
| Baldrige Asset Management LLC | 61 | $41.0K | 0.02% | −22−26.5% | Reduced |
| Lansing Street Advisors | 62 | $41.4K | 0.03% | +1+1.6% | Added |
| Cranbrook Wealth Management, LLC | 65 | $43.5K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 65 | $43.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 66 | $44.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 68 | $45.4K | 0.01% | +29+74.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 70 | $46.8K | 0.00% | −636−90.1% | Reduced |
| Milestone Investment Advisors LLC | 72 | $48.2K | 0.01% | +72 | New |
| Horan Securities, Inc. | 72 | $48.4K | 0.02% | +34+89.5% | Added |
| Gradient Investments LLC | 73 | $48.8K | 0.00% | −38−34.2% | Reduced |
| Earnest Partners LLC | 73 | $48.8K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 73 | $48.8K | 0.07% | +73 | New |
| Hallmark Capital Management Inc | 75 | $50.2K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 75 | $50.2K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 75 | $50.2K | 0.03% | +75 | New |
| Crewe Advisors LLC | 79 | $52.6K | 0.01% | −25−24.0% | Reduced |
| Avalon Trust Co | 80 | $53.5K | 0.01% | +80 | New |
| Westside Investment Management, Inc. | 82 | $54.9K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 85 | $57.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 87 | $58.2K | 0.01% | +87 | New |
| First Community Trust NA | 90 | $60.2K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 90 | $60.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 93 | $62.2K | 0.00% | −113−54.9% | Reduced |
| Truvestments Capital LLC | 94 | $62.8K | 0.03% | −16−14.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 94 | $62.9K | 0.01% | −74−44.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 95 | $63.9K | 0.01% | +58+156.8% | Added |
| NewSquare Capital LLC | 98 | $65.6K | 0.01% | +17+21.0% | Added |
| Ofi Invest Asset Management | 44,148,538 | $66.0K | 0.34% | +44,148,538 | New |
| CVA Family Office, LLC | 100 | $66.9K | 0.01% | −118−54.1% | Reduced |
| Bell Investment Advisors, Inc | 106 | $70.9K | 0.02% | −15−12.4% | Reduced |
| Goodman Advisory Group, LLC | 107 | $71.6K | 0.04% | −2,183−95.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 108 | $72.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 109 | $72.9K | 0.08% | −315−74.3% | Reduced |
| Fairfield Financial Advisors, LTD | 111 | $73.4K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 110 | $74.0K | 0.01% | −90−45.0% | Reduced |
| Dougherty Wealth Advisers LLC | 114 | $76.3K | 0.12% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 114 | $76.3K | 0.01% | +114 | New |
| C M Bidwell & Associates Ltd | 116 | $77.6K | 0.06% | +116 | New |
| Rock Creek Group, LP | 117 | $78.3K | 0.01% | +45+62.5% | Added |
| Norwood Financial Corp | 118 | $79.0K | 0.13% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 119 | $79.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 120 | $80.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 122 | $81.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $81.6K | 0.06% | +122 | New |
| Atlantic Trust, LLC | 129 | $86.5K | 0.03% | −86−40.0% | Reduced |
| JJJ Advisors Inc. | 126 | $87.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $90.3K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 135 | $90.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 136 | $91.3K | 0.01% | +30+28.3% | Added |
| SOA Wealth Advisors, LLC. | 139 | $93.0K | 0.02% | +1+0.7% | Added |
| Atticus Wealth Management, LLC | 140 | $93.7K | 0.04% | −61−30.3% | Reduced |
| Mascoma Wealth Management LLC | 140 | $93.9K | 0.03% | −10−6.7% | Reduced |
| Certified Advisory Corp | 141 | $94.3K | 0.02% | +141 | New |
| Baystate Wealth Management LLC | 141 | $94.8K | 0.01% | −171−54.8% | Reduced |
| PFG Private Wealth Management, LLC | 145 | $97.0K | 0.06% | −1−0.7% | Reduced |
| Bellwether Advisors, LLC | 145 | $97.2K | 0.03% | −1−0.7% | Reduced |
| Itau Unibanco Holding S.A. | 147 | $98.4K | 0.00% | +147 | New |
| Hanson & Doremus Investment Management | 148 | $99.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $103.7K | 0.06% | −10−6.1% | Reduced |
| Princeton Global Asset Management LLC | 160 | $107.1K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 162 | $108.4K | 0.01% | −7,982−98.0% | Reduced |
| MBM Wealth Consultants, LLC | 167 | $112.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 170 | $114.0K | 0.08% | +2+1.2% | Added |
| TCI Wealth Advisors, Inc. | 176 | $117.9K | 0.02% | +3+1.7% | Added |
| J.Safra Asset Management Corp | 180 | $120.4K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $124.5K | 0.02% | +9+5.1% | Added |
| Resurgent Financial Advisors LLC | 191 | $127.8K | 0.09% | −366−65.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 192 | $128.5K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 193 | $129.1K | 0.02% | +22+12.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 195 | $130.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 195 | $130.5K | 0.11% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $133.8K | 0.12% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 189 | $133.9K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 206 | $137.8K | 0.04% | −9−4.2% | Reduced |
| Deseret Mutual Benefit Administrators | 207 | $138.5K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 210 | $140.5K | 0.04% | −20−8.7% | Reduced |
| Bray Capital Advisors | 211 | $141.2K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 215 | $143.9K | 0.08% | −274−56.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 216 | $144.5K | 0.01% | −47−17.9% | Reduced |
| Atlas Capital Advisors LLC | 221 | $147.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 227 | $151.9K | 0.02% | −15−6.2% | Reduced |
| Missouri Trust & Investment Co | 230 | $153.9K | 0.10% | +6+2.7% | Added |
| General Partner, Inc. | 237 | $157.8K | 0.14% | +61+34.7% | Added |
| Evoke Wealth, LLC | 93,913 | $157.9K | 0.01% | −5,606−5.6% | Reduced |
| Endurance Wealth Management, Inc. | 237 | $159.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 241 | $161.3K | 0.05% | +226+1,506.7% | Added |
| First Financial Corp | 245 | $163.9K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 248 | $165.9K | 0.03% | +248 | New |
| Arcadia Investment Management Corp | 250 | $167.3K | 0.04% | −9−3.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 250 | $167.3K | 0.11% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 250 | $167.3K | 0.01% | +250 | New |