| Global Retirement Partners, LLC | 428 | $178.0K | 0.02% | +224+109.8% | Added |
| Bessemer Group Inc | 431 | $179.0K | 0.00% | +262+155.0% | Added |
| Huntington National Bank | 471 | $196.0K | 0.00% | −338−41.8% | Reduced |
| BlueCrest Capital Management Ltd | 481 | $200.0K | 0.01% | +481 | New |
| Renasant Bank | 487 | $202.0K | 0.15% | +487 | New |
| Nisa Investment Advisors, LLC | 490 | $203.0K | 0.00% | −2,900−85.5% | Reduced |
| Engineers Gate Manager LP | 494 | $205.0K | 0.01% | −3,153−86.5% | Reduced |
| Boston Family Office LLC | 495 | $205.0K | 0.01% | +495 | New |
| WealthShield Partners, LLC | 498 | $207.0K | 0.03% | −213−30.0% | Reduced |
| Old Mission Investment Co LLC | 500 | $207.6K | 0.09% | +500 | New |
| Creative Financial Designs Inc | 500 | $208.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 224 | $208.0K | 0.01% | +190+558.8% | Added |
| Rothschild Investment Corp | 500 | $208.0K | 0.02% | +500 | New |
| KCM Investment Advisors LLC | 500 | $208.0K | 0.01% | +500 | New |
| SNS Financial Group, LLC | 500 | $208.0K | 0.03% | +500 | New |
| Virtue Capital Management, LLC | 500 | $208.0K | 0.04% | +500 | New |
| Polaris Wealth Advisory Group, LLC | 510 | $211.0K | 0.01% | +510 | New |
| Colony Group LLC | 515 | $214.0K | 0.00% | +515 | New |
| Jaffetilchin Investment Partners, LLC | 515 | $214.0K | 0.01% | +515 | New |
| Clarus Wealth Advisors | 479 | $215.0K | 0.13% | −145−23.2% | Reduced |
| D. E. Shaw & Co., Inc. | 525 | $218.0K | 0.00% | +525 | New |
| Whittier Trust Co | 525 | $218.0K | 0.00% | +525 | New |
| Regentatlantic Capital LLC | 535 | $222.0K | 0.01% | +535 | New |
| Ashfield Capital Partners, LLC | 540 | $224.0K | 0.02% | +540 | New |
| Sheaff Brock Investment Advisors, LLC | 544 | $226.0K | 0.02% | +544 | New |
| Mitchell McLeod Pugh & Williams Inc | 550 | $228.0K | 0.09% | +550 | New |
| Ieq Capital, LLC | 556 | $231.0K | 0.01% | +556 | New |
| Founders Financial Securities LLC | 559 | $232.0K | 0.05% | +559 | New |
| Lincoln National Corp | 569 | $236.0K | 0.01% | +569 | New |
| Advisor Partners LLC | 573 | $238.0K | 0.02% | +573 | New |
| Novak Financial Planning, LLC | 575 | $239.0K | 0.12% | +575 | New |
| Atticus Wealth Management, LLC | 583 | $242.0K | 0.11% | +169+40.8% | Added |
| Ontario Teachers Pension Plan Board | 585 | $243.0K | 0.00% | +585 | New |
| Belpointe Asset Management LLC | 588 | $244.0K | 0.02% | +148+33.6% | Added |
| Ballentine Partners, LLC | 592 | $246.0K | 0.01% | +592 | New |
| Sentry Investment Management LLC | 595 | $247.0K | 0.06% | 00.0% | Unchanged |
| Marotta Asset Management | 600 | $248.0K | 0.06% | +600 | New |
| Murphy Pohlad Asset Management LLC | 600 | $249.0K | 0.10% | −75−11.1% | Reduced |
| Versor Investments LP | 600 | $249.0K | 0.01% | +600 | New |
| Leonteq Securities AG | 600 | $249.1K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 601 | $250.0K | 0.11% | +601 | New |
| EP Wealth Advisors, LLC | 604 | $251.0K | 0.01% | +604 | New |
| Hodges Capital Management Inc. | 615 | $255.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 617 | $256.0K | 0.01% | +617 | New |
| Advisory Research Inc | 621 | $258.0K | 0.02% | −21−3.3% | Reduced |
| Stewart Asset Management, LLC | 622 | $258.0K | 0.13% | +622 | New |
| Tandem Capital Management Corp | 625 | $259.0K | 0.16% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 624 | $259.0K | 0.01% | +624 | New |
| Douglas Lane & Associates, LLC | 628 | $261.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 634 | $263.0K | 0.01% | +634 | New |
| Kingsview Wealth Management, LLC | 639 | $264.0K | 0.01% | −516−44.7% | Reduced |
| Perigon Wealth Management, LLC | 641 | $266.0K | 0.02% | −5−0.8% | Reduced |
| Summit Asset Management, LLC | 645 | $268.0K | 0.08% | +15+2.4% | Added |
| YHB Investment Advisors, Inc. | 663 | $275.0K | 0.02% | +663 | New |
| Dynamic Advisor Solutions LLC | 665 | $276.0K | 0.02% | +665 | New |
| Pendal Group Limited | 672 | $279.0K | 0.00% | +672 | New |
| One Wealth Advisors, LLC | 680 | $282.0K | 0.09% | +32+4.9% | Added |
| Dillon & Associates Inc | 697 | $289.0K | 0.06% | +697 | New |
| Claret Asset Management Corp | 700 | $291.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 702 | $291.0K | 0.05% | +702 | New |
| Kercheville Advisors, LLC | 700 | $291.0K | 0.13% | +700 | New |
| AIA Group Ltd | 672 | $292.0K | 0.02% | +672 | New |
| Intersect Capital LLC | 709 | $294.0K | 0.05% | +709 | New |
| Hilltop Holdings Inc. | 720 | $299.0K | 0.03% | +720 | New |
| Standard Family Office LLC | 726 | $301.0K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 726 | $301.0K | 0.04% | +726 | New |
| Holderness Investments Co | 728 | $302.0K | 0.10% | +113+18.4% | Added |
| Investors Financial Group, LLC | 730 | $303.0K | 0.16% | +55+8.1% | Added |
| Iron Financial, LLC | 750 | $311.0K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 754 | $313.0K | 0.01% | +46+6.5% | Added |
| Brandywine Oak Private Wealth LLC | 766 | $318.0K | 0.04% | −172−18.3% | Reduced |
| Pinnacle Financial Partners Inc | 766 | $318.0K | 0.01% | +766 | New |
| Pinnacle Wealth Advisors | 766 | $318.0K | 0.01% | +766 | New |
| Harvest Fund Management Co., Ltd | 775 | $321.0K | 0.03% | −74−8.7% | Reduced |
| J.W. Cole Advisors, Inc. | 786 | $326.0K | 0.03% | −142−15.3% | Reduced |
| Milestone Advisory Partners | 792 | $329.0K | 0.17% | 00.0% | Unchanged |
| JSF Financial, LLC | 793 | $329.0K | 0.19% | +64+8.8% | Added |
| People's United Financial, Inc. | 803 | $333.0K | 0.01% | −2−0.2% | Reduced |
| Regal Investment Advisors LLC | 804 | $334.0K | 0.03% | +804 | New |
| Fifth Third Bancorp | 812 | $337.0K | 0.00% | +325+66.7% | Added |
| Strategic Blueprint, LLC | 822 | $341.0K | 0.05% | +822 | New |
| Scotia Capital Inc. | 825 | $343.0K | 0.00% | +825 | New |
| Federation des caisses Desjardins du Quebec | 839 | $348.1K | 0.00% | −89−9.6% | Reduced |
| Tower Research Capital LLC (TRC) | 848 | $352.0K | 0.01% | −3,141−78.7% | Reduced |
| C M Bidwell & Associates Ltd | 855 | $355.0K | 0.23% | +46+5.7% | Added |
| Paloma Partners Management Co | 860 | $357.0K | 0.01% | −3,142−78.5% | Reduced |
| Allworth Financial LP | 870 | $361.0K | 0.01% | −31−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 870 | $361.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 875 | $363.0K | 0.30% | −314−26.4% | Reduced |
| Old National Bancorp | 877 | $364.0K | 0.01% | −261−22.9% | Reduced |
| Summit Creek Advisors LLC | 881 | $366.0K | 0.04% | 00.0% | Unchanged |
| Menard Financial Group LLC | 890 | $369.0K | 0.35% | +191+27.3% | Added |
| Williams Jones Wealth Management, LLC. | 902 | $374.0K | 0.01% | +2+0.2% | Added |
| Sanford Advisory Services, LLC | 908 | $377.0K | 0.10% | +76+9.1% | Added |
| First United Bank Trust | 910 | $378.0K | 0.16% | +170+23.0% | Added |
| Forte Capital LLC | 913 | $379.0K | 0.05% | +5+0.6% | Added |
| Lebenthal Global Advisors, LLC | 914 | $379.0K | 0.20% | +6+0.7% | Added |
| Squarepoint Ops LLC | 912 | $379.0K | 0.00% | +912 | New |
| First Citizens Bank & Trust Co | 916 | $380.0K | 0.02% | +76+9.0% | Added |
| Advisors Capital Management, LLC | 925 | $384.0K | 0.01% | +925 | New |
