| BDO Wealth Advisors, LLC | 115 | $27.0K | 0.00% | +40+53.3% | Added |
| Core Alternative Capital | 120 | $28.1K | 0.00% | −39−24.5% | Reduced |
| FinTrust Capital Advisors, LLC | 176 | $28.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $29.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 125 | $29.3K | 0.00% | −27−17.8% | Reduced |
| Anchor Investment Management, LLC | 128 | $30.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 131 | $30.7K | 0.00% | +100+322.6% | Added |
| Barrett & Company, Inc. | 145 | $34.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 148 | $34.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 150 | $35.2K | 0.00% | −9−5.7% | Reduced |
| Compagnie Lombard Odier SCmA | 152 | $35.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 160 | $37.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 166 | $38.9K | 0.01% | +166 | New |
| Deseret Mutual Benefit Administrators | 167 | $39.2K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 172 | $39.8K | 0.03% | +172 | New |
| Baystate Wealth Management LLC | 179 | $42.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 179 | $42.0K | 0.03% | +52+40.9% | Added |
| Farmers & Merchants Investments Inc | 182 | $42.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 194 | $45.5K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 195 | $45.7K | 0.00% | −3−1.5% | Reduced |
| St Germain D J Co Inc | 200 | $46.9K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 203 | $47.6K | 0.00% | −72−26.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,918 | $49.5K | 1.47% | −26,918−50.0% | Reduced |
| Stonebridge Capital Advisors LLC | 212 | $49.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 220 | $51.6K | 0.01% | +109+98.2% | Added |
| Creative Financial Designs Inc | 230 | $53.9K | 0.01% | +230 | New |
| Cranbrook Wealth Management, LLC | 233 | $54.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $57.2K | 0.01% | −458−65.2% | Reduced |
| Clear Investment Research, LLC | 250 | $58.6K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 250 | $58.6K | 0.01% | +85+51.5% | Added |
| West Tower Group, LLC | 250 | $58.6K | 0.04% | +250 | New |
| Zions Bancorporation, N.A. | 252 | $59.1K | 0.00% | −1−0.4% | Reduced |
| Private Trust Co NA | 282 | $66.1K | 0.01% | +26+10.2% | Added |
| MV Capital Management, Inc. | 287 | $67.3K | 0.01% | +2+0.7% | Added |
| Itau Unibanco Holding S.A. | 305 | $71.5K | 0.00% | +305 | New |
| China Universal Asset Management Co., Ltd. | 308 | $72.2K | 0.02% | +225+271.1% | Added |
| Bell Investment Advisors, Inc | 308 | $72.2K | 0.02% | +8+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 320 | $75.0K | 0.01% | +146+83.9% | Added |
| Leonteq Securities AG | 339 | $79.5K | 0.01% | +339 | New |
| Global Financial Private Client, LLC | 346 | $81.4K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 357 | $83.7K | 0.06% | −3−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 368 | $86.0K | 0.00% | −1,300−77.9% | Reduced |
| Raleigh Capital Management Inc. | 371 | $86.9K | 0.04% | +49+15.2% | Added |
| Riverview Trust Co | 397 | $93.1K | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $93.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 404 | $94.7K | 0.02% | −5−1.2% | Reduced |
| Salem Investment Counselors Inc | 418 | $98.0K | 0.00% | +15+3.7% | Added |
| GHP Investment Advisors, Inc. | 434 | $98.1K | 0.01% | +364+520.0% | Added |
| Allworth Financial LP | 425 | $99.7K | 0.00% | −29−6.4% | Reduced |
| Covestor Ltd | 432 | $101.0K | 0.08% | −70−13.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 461 | $108.1K | 0.02% | −21−4.4% | Reduced |
| Advisors Asset Management, Inc. | 500 | $117.3K | 0.00% | +109+27.9% | Added |
| WFA of San Diego, LLC | 500 | $117.3K | 0.12% | +500 | New |
| Parkside Financial Bank & Trust | 506 | $118.7K | 0.03% | −8−1.6% | Reduced |
| Bleichroeder LP | 525 | $123.1K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 589 | $138.1K | 0.03% | +355+151.7% | Added |
| Farther Finance Advisors, LLC | 606 | $142.1K | 0.03% | +56+10.2% | Added |
| Ronald Blue Trust, Inc. | 700 | $147.0K | 0.00% | −116−14.2% | Reduced |
| Natixis Investment Managers International | 682 | $159.9K | 0.01% | −309−31.2% | Reduced |
| Perennial Investment Advisors, LLC | 687 | $161.1K | 0.03% | +687 | New |
| Glass Jacobson Investment Advisors llc | 753 | $176.6K | 0.08% | +753 | New |
| Ci Investments Inc. | 768 | $180.0K | 0.00% | −140,380−99.5% | Reduced |
| Virtus Investment Advisers, Inc. | 794 | $186.2K | 0.13% | −2,069−72.3% | Reduced |
| Alta Advisers Ltd | 800 | $187.6K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 816 | $191.4K | 0.02% | +16+2.0% | Added |
| Capital Advisors, Ltd. LLC | 830 | $195.0K | 0.03% | +808+3,672.7% | Added |
| Grove Bank & Trust | 851 | $199.6K | 0.04% | −20−2.3% | Reduced |
| Perigon Wealth Management, LLC | 859 | $201.5K | 0.01% | +859 | New |
| NorthRock Partners, LLC | 863 | $202.4K | 0.02% | −231−21.1% | Reduced |
| Mutual Advisors, LLC | 863 | $202.4K | 0.01% | +863 | New |
| First Affirmative Financial Network | 868 | $203.5K | 0.20% | +868 | New |
| Connecticut Wealth Management, LLC | 873 | $204.7K | 0.01% | +873 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 874 | $205.0K | 0.03% | +874 | New |
| Emerald Mutual Fund Advisers Trust | 876 | $205.4K | 0.01% | +876 | New |
| Fisher Asset Management, LLC | 882 | $207.0K | 0.00% | −1,642−65.1% | Reduced |
| Chicago Partners Investment Group LLC | 906 | $207.2K | 0.01% | +906 | New |
| Sage Mountain Advisors LLC | 888 | $208.3K | 0.03% | +888 | New |
| Pinnacle Associates Ltd | 890 | $208.7K | 0.00% | +890 | New |
| StoneX Group Inc. | 892 | $209.2K | 0.02% | +892 | New |
| Concord Wealth Partners | 907 | $212.7K | 0.05% | +425+88.2% | Added |
| Arvest Trust Co N A | 919 | $215.1K | 0.01% | +919 | New |
| T. Rowe Price Investment Management, Inc. | 918 | $216.0K | 0.00% | +918 | New |
| Integrated Advisors Network LLC | 922 | $216.2K | 0.01% | +922 | New |
| Sunbelt Securities, Inc. | 924 | $216.7K | 0.03% | +99+12.0% | Added |
| Ignite Planners, LLC | 959 | $217.6K | 0.08% | −301−23.9% | Reduced |
| Lifestyle Asset Management, Inc. | 928 | $217.6K | 0.13% | +928 | New |
| Wealthcare Advisory Partners LLC | 933 | $218.8K | 0.01% | +933 | New |
| Nwam LLC | 946 | $221.9K | 0.02% | +946 | New |
| Kowal Investment Group, LLC | 959 | $224.9K | 0.06% | −334−25.8% | Reduced |
| Financial Advocates Investment Management | 968 | $227.0K | 0.02% | −336−25.8% | Reduced |
| Park Place Capital Corp | 968 | $227.0K | 0.06% | −142−12.8% | Reduced |
| AlphaQ Advisors LLC | 974 | $228.4K | 0.17% | −15−1.5% | Reduced |
| Buckley Wealth Management, LLC | 977 | $229.1K | 0.08% | +977 | New |
| Chapin Davis, Inc. | 983 | $230.5K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 984 | $230.8K | 0.00% | +324+49.1% | Added |
| Dorsey & Whitney Trust CO LLC | 990 | $232.2K | 0.02% | +990 | New |
| Ambassador Advisors, LLC | 1,027 | $232.2K | 0.05% | −388−27.4% | Reduced |
| Keb Asset Management, LLC | 1,000 | $234.5K | 0.10% | 00.0% | Unchanged |
| Talbot Financial, LLC | 1,000 | $234.5K | 0.04% | 00.0% | Unchanged |
| Carmignac Gestion | 1,000 | $234.5K | 0.00% | +1,000 | New |