| JJJ Advisors Inc. | 158 | $40.0K | 0.01% | −25−13.7% | Reduced |
| Front Row Advisors LLC | 175 | $41.0K | 0.02% | +25+16.7% | Added |
| Central Trust Co | 167 | $42.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 169 | $42.0K | 0.01% | +40+31.0% | Added |
| Glassman Wealth Services | 173 | $43.0K | 0.01% | +4+2.4% | Added |
| Sonora Investment Management, LLC | 170 | $43.0K | 0.01% | +80+88.9% | Added |
| Clearstead Advisors, LLC | 176 | $44.0K | 0.00% | +50+39.7% | Added |
| Sound Income Strategies, LLC | 181 | $45.0K | 0.01% | +89+96.7% | Added |
| Larson Financial Group LLC | 183 | $46.0K | 0.01% | −93−33.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 182 | $46.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 190 | $48.0K | 0.03% | −10−5.0% | Reduced |
| First National Bank of South Miami | 196 | $49.0K | 0.03% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 200 | $50.0K | 0.04% | 00.0% | Unchanged |
| Knuff & Co LLC | 200 | $50.0K | 0.02% | +200 | New |
| Winch Advisory Services, LLC | 202 | $51.0K | 0.02% | −65−24.3% | Reduced |
| First Manhattan Co | 210 | $52.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 211 | $53.0K | 0.01% | +1+0.5% | Added |
| Reilly Financial Advisors, LLC | 210 | $53.0K | 0.00% | +66+45.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 215 | $54.0K | 0.01% | +3+1.4% | Added |
| Cypress Capital, LLC | 219 | $55.0K | 0.05% | +219 | New |
| Washington Trust Co | 224 | $56.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 222 | $56.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 234 | $59.0K | 0.00% | +234 | New |
| Global Retirement Partners, LLC | 253 | $64.0K | 0.01% | −950−79.0% | Reduced |
| Archer Investment Corp | 256 | $64.3K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 262 | $66.0K | 0.04% | +262 | New |
| Laurel Wealth Advisors LLC | 270 | $68.0K | 0.02% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 270 | $68.0K | 0.03% | +270 | New |
| HHM Wealth Advisors, LLC | 276 | $69.0K | 0.02% | +26+10.4% | Added |
| Concord Wealth Partners | 275 | $69.0K | 0.02% | +264+2,400.0% | Added |
| Evermay Wealth Management LLC | 280 | $70.0K | 0.01% | +280 | New |
| Security National Trust Co | 285 | $72.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 285 | $72.0K | 0.00% | +55+23.9% | Added |
| Pacitti Group Inc. | 287 | $72.0K | 0.04% | +287 | New |
| Harvest Fund Management Co., Ltd | 313 | $78.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 311 | $78.0K | 0.02% | +68+28.0% | Added |
| SOA Wealth Advisors, LLC. | 315 | $79.0K | 0.02% | +215+215.0% | Added |
| Asset Dedication, LLC | 320 | $80.0K | 0.01% | +201+168.9% | Added |
| Alpha Paradigm Partners, LLC | 324 | $81.0K | 0.03% | +324 | New |
| Brewin Dolphin Wealth Management Ltd | 359 | $90.2K | 0.01% | −45−11.1% | Reduced |
| Covington Capital Management | 375 | $94.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 378 | $95.0K | 0.02% | +137+56.8% | Added |
| Parkside Financial Bank & Trust | 387 | $97.0K | 0.03% | +35+9.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $101.0K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 400 | $101.0K | 0.01% | +400 | New |
| Optimum Investment Advisors | 420 | $106.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 448 | $118.0K | 0.04% | −7,288−94.2% | Reduced |
| Private Capital Group, LLC | 483 | $121.0K | 0.03% | +26+5.7% | Added |
| Jacobi Capital Management LLC | 485 | $122.0K | 0.02% | −200−29.2% | Reduced |
| Spirit of America Management Corp | 500 | $126.0K | 0.03% | +500 | New |
| Sandy Spring Bank | 507 | $127.0K | 0.01% | +46+10.0% | Added |
| SRS Capital Advisors, Inc. | 519 | $130.0K | 0.02% | +519 | New |
| Wolverine Asset Management LLC | 539 | $135.0K | 0.00% | −2,863−84.2% | Reduced |
| Accel Wealth Management | 550 | $138.0K | 0.09% | −25−4.3% | Reduced |
| Huntington National Bank | 555 | $139.0K | 0.00% | +155+38.8% | Added |
| Avondale Wealth Management | 571 | $143.0K | 0.13% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 596 | $150.0K | 0.02% | −44−6.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 628 | $158.0K | 0.01% | +628 | New |
| Seeyond | 634 | $159.0K | 0.01% | −1,603−71.7% | Reduced |
| Loomis Sayles & Co L P | 648 | $163.0K | 0.00% | −65−9.1% | Reduced |
| Glen Eagle Advisors, LLC | 685 | $172.1K | 0.05% | −56−7.6% | Reduced |
| WealthShield Partners, LLC | 693 | $174.0K | 0.03% | +438+171.8% | Added |
| Natixis Investment Managers International | 708 | $177.0K | 0.01% | +708 | New |
| Quadrant Capital Group LLC | 744 | $187.0K | 0.03% | +68+10.1% | Added |
| Creative Financial Designs Inc | 749 | $188.0K | 0.03% | −3−0.4% | Reduced |
| State of Wyoming | 758 | $190.0K | 0.12% | +277+57.6% | Added |
| First Quadrant L P | 774 | $195.0K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 796 | $200.0K | 0.02% | −377−32.1% | Reduced |
| West Family Investments, Inc. | 797 | $200.0K | 0.06% | +797 | New |
| LeJeune Puetz Investment Counsel LLC | 800 | $201.0K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 800 | $201.0K | 0.01% | +800 | New |
| Breiter Capital Management Inc | 800 | $201.0K | 0.11% | +800 | New |
| Fieldpoint Private Securities, LLC | 800 | $202.0K | 0.04% | +68+9.3% | Added |
| ProVise Management Group, LLC | 803 | $202.0K | 0.02% | +803 | New |
| Wiley Bros.-Aintree Capital, LLC | 809 | $203.0K | 0.13% | +809 | New |
| Crescent Grove Advisors, LLC | 810 | $204.0K | 0.02% | +810 | New |
| Cardan Capital Partners, LLC | 815 | $205.0K | 0.02% | +815 | New |
| Delta Investment Management, LLC | 820 | $206.0K | 0.06% | +820 | New |
| Veriti Management LLC | 829 | $208.0K | 0.03% | +829 | New |
| Csenge Advisory Group | 832 | $209.0K | 0.02% | +832 | New |
| Global Wealth Management Investment Advisory, Inc. | 850 | $214.0K | 0.07% | +244+40.3% | Added |
| DCM Advisors, LLC | 850 | $214.0K | 0.12% | +850 | New |
| IPG Investment Advisors LLC | 852 | $214.1K | 0.06% | +852 | New |
| Gradient Investments LLC | 855 | $215.0K | 0.01% | +5+0.6% | Added |
| Weatherly Asset Management L. P. | 860 | $216.0K | 0.03% | +860 | New |
| Integrated Advisors Network LLC | 873 | $219.0K | 0.02% | −1,008−53.6% | Reduced |
| NovaPoint Capital, LLC | 872 | $219.0K | 0.09% | +872 | New |
| BHK Investment Advisors, LLC | 875 | $220.0K | 0.09% | −895−50.6% | Reduced |
| Sunbelt Securities, Inc. | 887 | $222.0K | 0.04% | −853−49.0% | Reduced |
| SevenBridge Financial Group, LLC | 897 | $225.0K | 0.07% | +897 | New |
| Claybrook Capital, LLC | 897 | $225.0K | 0.07% | +897 | New |
| Octavia Wealth Advisors, LLC | 895 | $225.0K | 0.06% | +895 | New |
| Buckingham Strategic Wealth, LLC | 899 | $226.0K | 0.01% | +899 | New |
| Dorchester Wealth Management Co | 900 | $226.0K | 0.05% | +900 | New |
| American Financial Advisors, LLC | 899 | $226.0K | 0.03% | +899 | New |
| Am Investment Strategies LLC | 908 | $228.0K | 0.06% | +908 | New |
| Golden State Wealth Management, LLC | 911 | $229.0K | 0.05% | −740−44.8% | Reduced |
| Fisher Asset Management, LLC | 911 | $229.0K | 0.00% | +911 | New |
| Sandbox Financial Partners, LLC | 910 | $229.0K | 0.17% | +910 | New |
| Hodges Capital Management Inc. | 918 | $231.0K | 0.03% | +918 | New |