| Gerber Kawasaki Wealth & Investment Management | 641 | $230.0K | 0.02% | +1+0.2% | Added |
| One Capital Management, LLC | 639 | $229.0K | 0.02% | +639 | New |
| Texas Capital Bank Wealth Management Services Inc | 630 | $226.0K | 0.02% | +630 | New |
| Harrison & Co Wealth Management, LLC | 629 | $226.0K | 0.19% | +629 | New |
| Sanford Advisory Services, LLC | 630 | $226.0K | 0.05% | +630 | New |
| Ipswich Investment Management Co., Inc. | 625 | $225.0K | 0.05% | +625 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 623 | $224.0K | 0.01% | +623 | New |
| Claraphi Advisory Network, LLC | 624 | $224.0K | 0.08% | +624 | New |
| Penserra Capital Management LLC | 622 | $223.0K | 0.00% | +122+24.4% | Added |
| Advisor Resource Council | 615 | $221.0K | 0.02% | +615 | New |
| Noesis Capital Mangement Corp | 613 | $220.0K | 0.04% | +613 | New |
| Manteio Capital LLC | 612 | $220.0K | 0.28% | +612 | New |
| First National Bank of Omaha | 608 | $219.0K | 0.01% | −266−30.4% | Reduced |
| J.W. Cole Advisors, Inc. | 607 | $218.0K | 0.01% | −94−13.4% | Reduced |
| L & S Advisors Inc | 605 | $217.0K | 0.02% | −4,160−87.3% | Reduced |
| QCM Cayman, Ltd. | 602 | $216.0K | 1.31% | +602 | New |
| Radnor Capital Management, LLC | 600 | $216.0K | 0.05% | +600 | New |
| J. W. Coons Advisors, LLC | 592 | $213.0K | 0.06% | +592 | New |
| Baker Tilly Wealth Management, LLC | 593 | $213.0K | 0.02% | +593 | New |
| Aveo Capital Partners, LLC | 589 | $212.0K | 0.04% | +589 | New |
| Flputnam Investment Management Co | 583 | $210.0K | 0.01% | +583 | New |
| Advisor OS, LLC | 588 | $210.0K | 0.04% | +588 | New |
| Duncker Streett & Co Inc | 575 | $207.0K | 0.04% | 00.0% | Unchanged |
| Pillar Wealth Advisors, LLC | 574 | $206.0K | 0.20% | +574 | New |
| Garrison Asset Management, LLC | 568 | $204.0K | 0.11% | +568 | New |
| Cornerstone Wealth Management, LLC | 565 | $202.0K | 0.02% | +565 | New |
| Masso Torrence Wealth Management Inc. | 560 | $201.0K | 0.14% | +560 | New |
| NEXT Financial Group, Inc | 537 | $193.0K | 0.01% | −207−27.8% | Reduced |
| Cornerstone Advisory, LLC | 515 | $185.0K | 0.03% | +515 | New |
| Financial Avengers, Inc. | 500 | $180.0K | 0.11% | −100−16.7% | Reduced |
| Brown Brothers Harriman & Co | 501 | $180.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 502 | $180.0K | 0.08% | +89+21.5% | Added |
| Smithfield Trust Co | 446 | $160.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 445 | $160.0K | 0.00% | +59+15.3% | Added |
| Quent Capital, LLC | 445 | $160.0K | 0.03% | +445 | New |
| Toth Financial Advisory Corp | 434 | $156.0K | 0.02% | −15−3.3% | Reduced |
| Focused Wealth Management, Inc | 420 | $151.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 415 | $149.0K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 403 | $145.0K | 0.02% | +403 | New |
| Accel Wealth Management | 400 | $144.0K | 0.07% | +300+300.0% | Added |
| McIlrath & Eck, LLC | 379 | $136.0K | 0.04% | −120−24.0% | Reduced |
| Carroll Financial Associates, Inc. | 372 | $136.0K | 0.01% | +3+0.8% | Added |
| Gemmer Asset Management LLC | 363 | $130.0K | 0.02% | +363 | New |
| Montag A & Associates Inc | 360 | $129.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 357 | $128.0K | 0.01% | −65−15.4% | Reduced |
| MV Capital Management, Inc. | 345 | $124.0K | 0.02% | +8+2.4% | Added |
| Farmers & Merchants Investments Inc | 320 | $115.0K | 0.00% | −8−2.4% | Reduced |
| Lenox Wealth Advisors, LLC | 320 | $115.0K | 0.01% | +9+2.9% | Added |
| Sutton Wealth Advisors Inc. | 297 | $106.7K | 0.04% | +5+1.7% | Added |
| Atlas Capital Advisors LLC | 297 | $106.7K | 0.02% | −12−3.9% | Reduced |
| Hoey Investments, Inc | 290 | $104.0K | 0.03% | +50+20.8% | Added |
| TD Private Client Wealth LLC | 267 | $96.0K | 0.00% | −8−2.9% | Reduced |
| Brewin Dolphin Ltd | 264 | $95.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 254 | $91.0K | 0.02% | −5−1.9% | Reduced |
| Signet Financial Management, LLC | 250 | $90.0K | 0.01% | +250 | New |
| EverSource Wealth Advisors, LLC | 252 | $90.0K | 0.03% | +252 | New |
| Kings Point Capital Management | 246 | $88.0K | 0.01% | +71+40.6% | Added |
| Stonebridge Financial Planning Group, LLC | 300 | $85.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 227 | $82.0K | 0.13% | +227 | New |
| Caldwell Trust Co | 225 | $80.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 223 | $80.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 221 | $79.0K | 0.06% | +221 | New |
| Tarbox Family Office, Inc. | 208 | $75.0K | 0.01% | +18+9.5% | Added |
| Cambridge Trust Co | 205 | $74.0K | 0.00% | +205 | New |
| Tradewinds Capital Management, LLC | 200 | $72.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $72.0K | 0.02% | +200 | New |
| Hartford Financial Management Inc. | 166 | $60.0K | 0.01% | +166 | New |
| SOA Wealth Advisors, LLC. | 161 | $57.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 150 | $54.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $54.0K | 0.01% | +44+41.1% | Added |
| FinTrust Capital Advisors, LLC | 148 | $53.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 142 | $51.0K | 0.01% | −694−83.0% | Reduced |
| Private Capital Group, LLC | 143 | $51.0K | 0.01% | −34−19.2% | Reduced |
| TCI Wealth Advisors, Inc. | 143 | $51.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 124 | $45.0K | 0.00% | +20+19.2% | Added |
| Ancora Advisors, LLC | 125 | $45.0K | 0.00% | +110+733.3% | Added |
| North Star Investment Management Corp. | 125 | $45.0K | 0.00% | +125 | New |
| Stephens Consulting, LLC | 124 | $44.6K | 0.04% | +124 | New |
| Retirement Group, LLC | 120 | $43.0K | 0.02% | +4+3.4% | Added |
| Crewe Advisors LLC | 120 | $43.0K | 0.01% | +120 | New |
| Rinkey Investments | 138 | $43.0K | 0.04% | +138 | New |
| Larson Financial Group LLC | 110 | $40.0K | 0.01% | +100+1,000.0% | Added |
| CVA Family Office, LLC | 110 | $40.0K | 0.01% | +110 | New |
| Lindbrook Capital, LLC | 108 | $39.0K | 0.01% | +10+10.2% | Added |
| Covestor Ltd | 107 | $39.0K | 0.05% | +107 | New |
| Confluence Wealth Services, Inc. | 111 | $39.0K | 0.01% | +111 | New |
| SJS Investment Consulting Inc. | 107 | $38.0K | 0.01% | +107 | New |
| Capital Advisors, Ltd. LLC | 104 | $37.0K | 0.01% | +104 | New |
| Optiver Holding B.V. | 122 | $36.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $36.0K | 0.00% | −17−14.5% | Reduced |
| Strategic Asset Management, LLC | 100 | $36.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 100 | $36.0K | 0.00% | +100 | New |
| Equitec Proprietary Markets, LLC | 100 | $36.0K | 0.02% | +100 | New |
| Castleview Partners, LLC | 12,938 | $36.0K | 0.00% | +12,938 | New |
| McDonald Partners LLC | 95 | $34.1K | 0.03% | +95 | New |
| Absolute Capital Management, LLC | 95 | $34.1K | 0.03% | +95 | New |
| Earnest Partners LLC | 94 | $34.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 86 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $30.0K | 0.01% | +2+2.5% | Added |
| Roble, Belko & Company, Inc | 83 | $30.0K | 0.01% | 00.0% | Unchanged |