| Trustcore Financial Services, LLC | 40 | $29.0K | 0.00% | +5+14.3% | Added |
| Reilly Financial Advisors, LLC | 40 | $29.0K | 0.00% | +7+21.2% | Added |
| Ancora Advisors, LLC | 39 | $29.0K | 0.00% | +12+44.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $29.0K | 0.03% | +40 | New |
| Bourgeon Capital Management LLC | 41 | $30.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 43 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $31.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 42 | $31.0K | 0.00% | +1+2.4% | Added |
| Meridian Wealth Partners, LLC | 43 | $32.0K | 0.01% | +43 | New |
| Global Financial Private Client, LLC | 46 | $34.0K | 0.02% | +7+17.9% | Added |
| Bell Investment Advisors, Inc | 47 | $34.0K | 0.01% | +47 | New |
| Investors Research Corp | 48 | $35.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 55 | $40.0K | 0.02% | −4−6.8% | Reduced |
| Baystate Wealth Management LLC | 57 | $41.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 57 | $41.0K | 0.01% | +15+35.7% | Added |
| Antonetti Capital Management LLC | 58 | $42.0K | 0.03% | +58 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 59 | $42.9K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 59 | $43.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 60 | $44.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 63 | $46.0K | 0.00% | −4−6.0% | Reduced |
| Ellevest, Inc. | 64 | $47.0K | 0.00% | −11−14.7% | Reduced |
| Private Capital Group, LLC | 66 | $48.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 66 | $48.0K | 0.00% | +40+153.8% | Added |
| Caldwell Trust Co | 67 | $48.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $51.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 72 | $52.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 74 | $54.0K | 0.02% | −5−6.3% | Reduced |
| Sandy Spring Bank | 74 | $54.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 74 | $54.0K | 0.02% | +74 | New |
| Tacita Capital Inc | 75 | $55.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $60.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 84 | $61.1K | 0.01% | +84 | New |
| Accel Wealth Management | 85 | $62.0K | 0.04% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 92 | $67.0K | 0.00% | +44+91.7% | Added |
| Glen Eagle Advisors, LLC | 93 | $67.7K | 0.02% | −2−2.1% | Reduced |
| SOA Wealth Advisors, LLC. | 99 | $72.0K | 0.02% | −2−2.0% | Reduced |
| Gradient Investments LLC | 106 | $77.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 108 | $79.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 110 | $80.0K | 0.00% | −9−7.6% | Reduced |
| First Horizon Advisors, Inc. | 113 | $83.0K | 0.00% | +95+527.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 114 | $83.0K | 0.00% | +114 | New |
| Baldwin Brothers Inc | 115 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 117 | $85.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 118 | $86.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 119 | $87.0K | 0.03% | +6+5.3% | Added |
| JFS Wealth Advisors, LLC | 122 | $89.0K | 0.01% | +122 | New |
| M&R Capital Management Inc | 126 | $91.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 129 | $94.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $95.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 131 | $95.0K | 0.02% | +73+125.9% | Added |
| Itau Unibanco Holding S.A. | 134 | $97.0K | 0.01% | +90+204.5% | Added |
| City Holding Co | 139 | $101.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 141 | $103.0K | 0.00% | +14+11.0% | Added |
| Prentice Wealth Management LLC | 145 | $105.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 151 | $110.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 153 | $111.0K | 0.01% | −6−3.8% | Reduced |
| Glassman Wealth Services | 152 | $111.0K | 0.02% | +12+8.6% | Added |
| Johnson Financial Group, Inc. | 165 | $120.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 197 | $123.0K | 0.00% | +157+392.5% | Added |
| Mercer Capital Advisers, Inc. | 171 | $124.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $124.0K | 0.03% | +4+2.4% | Added |
| Carroll Financial Associates, Inc. | 172 | $125.0K | 0.01% | +8+4.9% | Added |
| Sutton Wealth Advisors Inc. | 172 | $125.1K | 0.05% | −2−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 177 | $129.0K | 0.02% | +82+86.3% | Added |
| Global Retirement Partners, LLC | 183 | $133.0K | 0.01% | +2+1.1% | Added |
| Parkside Financial Bank & Trust | 188 | $137.0K | 0.04% | +1+0.5% | Added |
| Kings Point Capital Management | 195 | $142.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 204 | $148.0K | 0.00% | −10−4.7% | Reduced |
| Pflug Koory, LLC | 204 | $148.0K | 0.08% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 208 | $151.0K | 0.08% | +208 | New |
| Cullen/Frost Bankers, Inc. | 213 | $155.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 219 | $159.0K | 0.06% | +50+29.6% | Added |
| CKW Financial Group | 225 | $166.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 231 | $168.0K | 0.03% | −184−44.3% | Reduced |
| Rockbridge Investment Management, LCC | 232 | $169.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 237 | $172.0K | 0.02% | −4−1.7% | Reduced |
| Leonteq Securities AG | 253 | $184.1K | 0.01% | −904−78.1% | Reduced |
| Allworth Financial LP | 273 | $199.0K | 0.00% | +182+200.0% | Added |
| Childress Capital Advisors, LLC | 275 | $200.0K | 0.08% | +275 | New |
| Jacobs Levy Equity Management, Inc | 277 | $202.0K | 0.00% | −58,772−99.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 277 | $202.0K | 0.07% | −13−4.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 277 | $202.0K | 0.03% | +277 | New |
| Strategic Family Wealth Counselors, L.L.C. | 281 | $204.0K | 0.07% | 00.0% | Unchanged |
| Apexium Financial, LP | 280 | $204.0K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 280 | $204.0K | 0.00% | +280 | New |
| Summit Trail Advisors, LLC | 281 | $204.0K | 0.02% | +281 | New |
| NorthRock Partners, LLC | 257 | $205.0K | 0.02% | +257 | New |
| Crawford Investment Counsel Inc | 285 | $207.0K | 0.00% | +285 | New |
| Platform Technology Partners | 286 | $208.0K | 0.09% | −96−25.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 288 | $209.0K | 0.02% | 00.0% | Unchanged |
| McDaniel Terry & Co | 287 | $209.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 288 | $209.5K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 289 | $210.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 288 | $210.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 290 | $211.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 291 | $212.0K | 0.01% | −120−29.2% | Reduced |
| Wedge Capital Management L L P | 293 | $213.0K | 0.00% | −14−4.6% | Reduced |
| Inverness Counsel LLC | 296 | $215.0K | 0.01% | +6+2.1% | Added |
| Deltec Asset Management LLC | 300 | $218.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 300 | $218.0K | 0.02% | +300 | New |