| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 103 | $53.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 102 | $53.0K | 0.02% | +102 | New |
| Sutton Wealth Advisors Inc. | 109 | $56.5K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 111 | $57.0K | 0.02% | +1+0.9% | Added |
| Geneos Wealth Management Inc. | 113 | $58.0K | 0.00% | +15+15.3% | Added |
| Confluence Wealth Services, Inc. | 115 | $59.0K | 0.02% | +115 | New |
| Rosenberg Matthew Hamilton | 123 | $64.0K | 0.02% | −94−43.3% | Reduced |
| Tradewinds Capital Management, LLC | 123 | $64.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 124 | $64.3K | 0.01% | −5−3.9% | Reduced |
| Okabena Investment Services Inc | 125 | $65.0K | 0.02% | +125 | New |
| Spire Wealth Management | 132 | $68.0K | 0.00% | +99+300.0% | Added |
| Brown, Lisle/Cummings, Inc. | 133 | $68.9K | 0.03% | +133 | New |
| Monetary Management Group Inc | 150 | $78.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $78.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 154 | $80.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 155 | $80.0K | 0.00% | +155 | New |
| Johnson Financial Group, Inc. | 156 | $81.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 166 | $86.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 174 | $90.0K | 0.00% | −185−51.5% | Reduced |
| Private Capital Group, LLC | 178 | $92.0K | 0.02% | −40−18.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 180 | $93.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 180 | $95.8K | 0.00% | +180 | New |
| GPS Wealth Strategies Group, LLC | 190 | $98.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 192 | $99.0K | 0.00% | +51+36.2% | Added |
| Bellwether Advisors, LLC | 196 | $101.0K | 0.03% | 00.0% | Unchanged |
| Kings Point Capital Management | 201 | $104.0K | 0.01% | +1+0.5% | Added |
| Ancora Advisors, LLC | 200 | $104.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $104.0K | 0.02% | +200 | New |
| IAG Wealth Partners, LLC | 207 | $107.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 211 | $109.0K | 0.02% | +11+5.5% | Added |
| South State Corp. | 226 | $117.0K | 0.01% | −34−13.1% | Reduced |
| First Horizon Advisors, Inc. | 240 | $123.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $130.0K | 0.18% | +250 | New |
| Strengthening Families & Communities, LLC | 749 | $131.0K | 0.10% | +749 | New |
| Quent Capital, LLC | 277 | $144.0K | 0.03% | +277 | New |
| Belpointe Asset Management LLC | 284 | $147.0K | 0.01% | −11−3.7% | Reduced |
| Castleview Partners, LLC | 76,862 | $148.0K | 0.00% | +76,862 | New |
| Washington Trust Advisors, Inc. | 294 | $152.0K | 0.01% | +294 | New |
| Parallel Advisors, LLC | 296 | $153.0K | 0.01% | +42+16.5% | Added |
| Harbor Investment Advisory, LLC | 298 | $154.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 303 | $157.0K | 0.01% | −124−29.0% | Reduced |
| Carroll Financial Associates, Inc. | 319 | $164.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 316 | $164.0K | 0.02% | +84+36.2% | Added |
| Newfound Research LLC | 319 | $165.0K | 0.20% | +55+20.8% | Added |
| Zullo Investment Group, Inc. | 318 | $165.0K | 0.08% | +318 | New |
| Bedel Financial Consulting, Inc. | 330 | $171.0K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 333 | $173.0K | 0.05% | +333 | New |
| Pinnacle Bancorp, Inc. | 336 | $174.0K | 0.06% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 336 | $174.0K | 0.00% | +9+2.8% | Added |
| TD Private Client Wealth LLC | 337 | $174.6K | 0.01% | −49−12.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 359 | $186.0K | 0.09% | +359 | New |
| AIA Group Ltd | 383 | $198.0K | 0.01% | +383 | New |
| Seven Eight Capital, LP | 386 | $200.0K | 0.04% | +386 | New |
| Snowden Capital Advisors LLC | 392 | $203.0K | 0.01% | −326−45.4% | Reduced |
| Capital Investment Advisory Services, LLC | 392 | $203.0K | 0.02% | +392 | New |
| Telos Capital Management, Inc. | 400 | $207.0K | 0.03% | −300−42.9% | Reduced |
| Conning Inc. | 400 | $207.0K | 0.01% | +400 | New |
| Gillespie Robinson & Grimm Inc | 400 | $207.0K | 0.02% | +400 | New |
| Fort Washington Investment Advisors Inc | 400 | $207.0K | 0.00% | +400 | New |
| Welch Capital Partners LLC | 400 | $207.0K | 0.05% | +400 | New |
| Eastern Bank | 400 | $207.0K | 0.01% | +400 | New |
| Beacon Investment Advisory Services, Inc. | 400 | $207.0K | 0.01% | +400 | New |
| Howard Capital Management Inc. | 410 | $208.0K | 0.03% | −61−13.0% | Reduced |
| Paradigm Financial Partners, LLC | 401 | $208.0K | 0.04% | +401 | New |
| Alphasimplex Group, LLC | 403 | $209.0K | 0.36% | −384−48.8% | Reduced |
| Wealthsource Partners, LLC | 408 | $212.0K | 0.02% | −102−20.0% | Reduced |
| Lincoln National Corp | 408 | $212.0K | 0.00% | +408 | New |
| Charter Trust Co | 409 | $212.0K | 0.02% | +409 | New |
| Mascoma Wealth Management LLC | 411 | $213.0K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 411 | $213.0K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 412 | $214.0K | 0.04% | +412 | New |
| IFG Advisory, LLC | 415 | $215.0K | 0.02% | +415 | New |
| MBB Public Markets I LLC | 414 | $215.0K | 0.00% | +414 | New |
| Sentry Investment Management LLC | 417 | $216.0K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 417 | $216.0K | 0.01% | +417 | New |
| Arrow Investment Advisors, LLC | 419 | $217.0K | 0.15% | −108−20.5% | Reduced |
| David Loasby | 418 | $217.0K | 0.03% | −97−18.8% | Reduced |
| Ellevest, Inc. | 421 | $218.0K | 0.02% | +148+54.2% | Added |
| Howe & Rusling Inc | 425 | $220.0K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 424 | $220.0K | 0.16% | +424 | New |
| XML Financial, LLC | 426 | $221.0K | 0.03% | +426 | New |
| Sofos Investments, Inc. | 1,554 | $226.0K | 0.02% | +1,554 | Added |
| Stock Yards Bank & Trust Co | 436 | $226.0K | 0.01% | +436 | New |
| Sigma Planning Corp | 435 | $226.0K | 0.01% | +435 | New |
| Rafferty Asset Management, LLC | 438 | $227.0K | 0.00% | −180−29.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 446 | $231.0K | 0.01% | +446 | New |
| Intrinsic Value Partners, LLC | 446 | $231.0K | 0.25% | +446 | New |
| Vahanian & Associates Financial Planning Inc. | 448 | $232.0K | 0.19% | +448 | New |
| Moors & Cabot, Inc. | 450 | $233.0K | 0.01% | +450 | New |
| Wintrust Investments LLC | 454 | $235.0K | 0.02% | +454 | New |
| Ferguson Wellman Capital Management, Inc | 455 | $236.0K | 0.01% | +455 | New |
| Cottonwood Capital Advisors, LLC | 455 | $236.0K | 0.18% | +455 | New |
| Rockefeller Capital Management L.P. | 462 | $238.0K | 0.00% | +31+7.2% | Added |
| Tdam USA Inc. | 461 | $239.0K | 0.01% | +461 | New |
| Meristem Family Wealth, LLC | 462 | $239.0K | 0.02% | +462 | New |
| Wellington Management Group LLP | 465 | $241.0K | 0.00% | −256−35.5% | Reduced |
| Quadrant Capital Group LLC | 469 | $243.0K | 0.03% | −2−0.4% | Reduced |
| CIBC World Markets Inc. | 470 | $244.0K | 0.00% | +470 | New |
| Gateway Investment Advisers LLC | 473 | $245.0K | 0.00% | +473 | New |
| Siemens Fonds Invest GmbH | 475 | $245.0K | 0.02% | +475 | New |