| Bellevue Asset Management, LLC | 27 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 32 | $21.0K | 0.00% | −8−20.0% | Reduced |
| HC Financial Advisors Inc | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 32 | $21.0K | 0.00% | +11+52.4% | Added |
| Northwest Investment Counselors, LLC | 32 | $21.0K | 0.01% | +32 | New |
| Kistler-Tiffany Companies, LLC | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 35 | $23.0K | 0.00% | +35 | New |
| Wagner Wealth Management, LLC | 37 | $24.0K | 0.02% | +20+117.6% | Added |
| Gemmer Asset Management LLC | 39 | $25.0K | 0.00% | −4−9.3% | Reduced |
| Canton Hathaway, LLC | 39 | $25.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $26.0K | 0.01% | +40 | New |
| Masso Torrence Wealth Management Inc. | 40 | $26.0K | 0.02% | +40 | New |
| Bivin & Associates, Inc. | 40 | $26.0K | 0.02% | +40 | New |
| Harvest Fund Management Co., Ltd | 42 | $27.0K | 0.00% | −324−88.5% | Reduced |
| Carroll Financial Associates, Inc. | 42 | $27.0K | 0.00% | −130−75.6% | Reduced |
| Bourgeon Capital Management LLC | 41 | $27.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 43 | $28.0K | 0.00% | +43 | New |
| Reilly Financial Advisors, LLC | 45 | $29.0K | 0.00% | +5+12.5% | Added |
| Massmutual Trust Co FSB | 44 | $29.0K | 0.00% | +15+51.7% | Added |
| Global Financial Private Client, LLC | 46 | $30.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $31.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 47 | $31.0K | 0.02% | +47 | New |
| Ancora Advisors, LLC | 49 | $32.0K | 0.00% | +10+25.6% | Added |
| Ford Financial Group, LLC | 51 | $33.0K | 0.01% | +51 | New |
| Solstein Capital, LLC | 55 | $36.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 57 | $37.0K | 0.00% | −9−13.6% | Reduced |
| Private Capital Group, LLC | 57 | $37.0K | 0.01% | −9−13.6% | Reduced |
| Baystate Wealth Management LLC | 57 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 57 | $37.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 58 | $38.0K | 0.00% | −5−7.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 59 | $38.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 58 | $38.0K | 0.03% | 00.0% | Unchanged |
| Burleson & Company, LLC | 60 | $39.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 60 | $39.0K | 0.03% | +60 | New |
| Snowden Capital Advisors LLC | 60 | $39.0K | 0.00% | +60 | New |
| Ellevest, Inc. | 63 | $41.0K | 0.00% | −1−1.6% | Reduced |
| Caldwell Trust Co | 67 | $43.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 69 | $45.0K | 0.00% | −5−6.8% | Reduced |
| Front Row Advisors LLC | 70 | $46.0K | 0.02% | −2−2.8% | Reduced |
| Earnest Partners LLC | 70 | $46.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $48.0K | 0.02% | −1−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 74 | $48.0K | 0.01% | +74 | New |
| Tacita Capital Inc | 75 | $49.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 76 | $50.0K | 0.01% | +37+94.9% | Added |
| Missouri Trust & Investment Co | 80 | $52.0K | 0.03% | +80 | New |
| AllSquare Wealth Management LLC | 82 | $53.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 82 | $53.0K | 0.02% | +82 | New |
| Family CFO Inc | 81 | $53.0K | 0.05% | +81 | New |
| Cornerstone Management, Inc. | 83 | $54.1K | 0.01% | +83 | New |
| Accel Wealth Management | 85 | $55.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 86 | $56.0K | 0.01% | −22−20.4% | Reduced |
| JFS Wealth Advisors, LLC | 88 | $57.0K | 0.01% | −34−27.9% | Reduced |
| Arlington Partners LLC | 87 | $57.0K | 0.02% | +13+17.6% | Added |
| Koshinski Asset Management, Inc. | 88 | $57.4K | 0.00% | +4+4.8% | Added |
| Curi Capital | 89 | $58.0K | 0.01% | +89 | New |
| Glen Eagle Advisors, LLC | 93 | $60.6K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 96 | $62.0K | 0.05% | +96 | New |
| SOA Wealth Advisors, LLC. | 99 | $65.0K | 0.02% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 101 | $65.0K | 0.06% | +101 | New |
| Catalyst Capital Advisors LLC | 102 | $67.0K | 0.00% | −8−7.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 104 | $68.0K | 0.02% | −15−12.6% | Reduced |
| Gradient Investments LLC | 106 | $69.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 107 | $70.0K | 0.00% | −6−5.3% | Reduced |
| Equitec Proprietary Markets, LLC | 111 | $72.0K | 0.04% | +111 | New |
| Covestor Ltd | 111 | $72.0K | 0.10% | +111 | New |
| Itau Unibanco Holding S.A. | 113 | $74.0K | 0.00% | −21−15.7% | Reduced |
| M&R Capital Management Inc | 114 | $74.0K | 0.02% | −12−9.5% | Reduced |
| Baldwin Brothers Inc | 115 | $75.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 115 | $75.0K | 0.05% | +115 | New |
| Freedman Financial Associates, Inc. | 118 | $77.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 119 | $78.0K | 0.01% | +2+1.7% | Added |
| Barrett Asset Management, LLC | 121 | $79.0K | 0.00% | +29+31.5% | Added |
| Toth Financial Advisory Corp | 125 | $81.0K | 0.01% | −1,195−90.5% | Reduced |
| Signet Financial Management, LLC | 127 | $83.0K | 0.01% | +127 | New |
| City Holding Co | 139 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 129 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $85.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 140 | $91.0K | 0.03% | −391−73.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 151 | $98.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 151 | $98.0K | 0.00% | +10+7.1% | Added |
| Glassman Wealth Services | 159 | $104.0K | 0.02% | +7+4.6% | Added |
| MV Capital Management, Inc. | 159 | $104.0K | 0.02% | +28+21.4% | Added |
| AGF Investments LLC | 161 | $105.0K | 0.01% | −607−79.0% | Reduced |
| Lindbrook Capital, LLC | 164 | $107.0K | 0.02% | −6−3.5% | Reduced |
| Johnson Financial Group, Inc. | 165 | $108.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 168 | $110.0K | 0.01% | −151−47.3% | Reduced |
| SRS Capital Advisors, Inc. | 171 | $111.0K | 0.01% | −6−3.4% | Reduced |
| Amplius Wealth Advisors, LLC | 173 | $112.0K | 0.02% | +173 | New |
| Sutton Wealth Advisors Inc. | 173 | $112.8K | 0.04% | +1+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 176 | $115.0K | 0.00% | −21−10.7% | Reduced |
| Zions Bancorporation, N.A. | 177 | $115.0K | 0.01% | +24+15.7% | Added |
| First Eagle Investment Management, LLC | 186 | $121.0K | 0.00% | +186 | New |
| CVA Family Office, LLC | 190 | $124.0K | 0.03% | +190 | New |
| Parkside Financial Bank & Trust | 191 | $125.0K | 0.03% | +3+1.6% | Added |
| Kings Point Capital Management | 195 | $127.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 204 | $133.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 204 | $133.0K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,218 | $135.0K | 0.00% | −5,400−62.7% | Reduced |
