| Engineers Gate Manager LP | 609 | $316.0K | 0.01% | −39−6.0% | Reduced |
| Mechanics Financial Corp | 609 | $316.0K | 0.15% | +609 | New |
| Smithfield Trust Co | 602 | $315.0K | 0.02% | −27−4.3% | Reduced |
| Modera Wealth Management, LLC | 604 | $313.0K | 0.01% | +604 | New |
| Salem Investment Counselors Inc | 600 | $311.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 597 | $309.0K | 0.01% | −30−4.8% | Reduced |
| Centerpoint Advisors, LLC | 596 | $309.0K | 0.14% | +196+49.0% | Added |
| Brendel Financial Advisors LLC | 592 | $307.0K | 0.16% | +592 | New |
| Gitterman Wealth Management, LLC | 590 | $305.0K | 0.23% | +590 | New |
| NEXT Financial Group, Inc | 587 | $304.0K | 0.02% | +21+3.7% | Added |
| Azimuth Capital Management LLC | 587 | $304.0K | 0.01% | +50+9.3% | Added |
| Exchange Traded Concepts, LLC | 587 | $304.0K | 0.01% | +227+63.1% | Added |
| Indiana Trust & Investment Management CO | 585 | $303.0K | 0.14% | +30+5.4% | Added |
| Papp L Roy & Associates | 578 | $300.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 578 | $300.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 575 | $298.0K | 0.09% | −97−14.4% | Reduced |
| Advisory Services Network, LLC | 575 | $298.0K | 0.01% | +575 | New |
| Ameritas Investment Partners, Inc. | 567 | $294.0K | 0.01% | −42−6.9% | Reduced |
| Verition Fund Management LLC | 564 | $292.0K | 0.00% | −2,025−78.2% | Reduced |
| Beacon Pointe Advisors, LLC | 557 | $289.0K | 0.01% | −435−43.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 789 | $288.0K | 0.23% | 00.0% | Unchanged |
| Allworth Financial LP | 555 | $288.0K | 0.00% | +27+5.1% | Added |
| Corient Capital Partners, LLC | 554 | $287.0K | 0.02% | +16+3.0% | Added |
| Profund Advisors LLC | 551 | $286.0K | 0.01% | −84−13.2% | Reduced |
| Park Avenue Securities LLC | 548 | $284.0K | 0.01% | −282−34.0% | Reduced |
| HM Payson & Co | 547 | $283.0K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 546 | $283.0K | 0.16% | +546 | New |
| Mitchell McLeod Pugh & Williams Inc | 540 | $280.0K | 0.09% | −9−1.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 538 | $279.0K | 0.11% | 00.0% | Unchanged |
| Lido Advisors, LLC | 536 | $277.0K | 0.01% | +536 | New |
| Sheaff Brock Investment Advisors, LLC | 525 | $272.0K | 0.02% | 00.0% | Unchanged |
| Thomas White International Ltd | 520 | $269.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 517 | $268.0K | 0.01% | +395+323.8% | Added |
| Fort, L.P. | 516 | $267.0K | 0.09% | −5−1.0% | Reduced |
| Blueshift Asset Management, LLC | 510 | $264.0K | 0.02% | −6,755−93.0% | Reduced |
| Arvest Trust Co N A | 501 | $260.0K | 0.01% | +501 | New |
| Coldstream Capital Management Inc | 502 | $260.0K | 0.01% | +502 | New |
| Paloma Partners Management Co | 500 | $259.0K | 0.01% | +500 | New |
| Perfromance Wealth Partners, LLC | 500 | $259.0K | 0.01% | +500 | New |
| CAPROCK Group, Inc. | 493 | $255.0K | 0.02% | −31−5.9% | Reduced |
| Capital Asset Advisory Services LLC | 489 | $253.0K | 0.03% | −237−32.6% | Reduced |
| Rockland Trust Co | 489 | $253.0K | 0.02% | +489 | New |
| Palladium Partners LLC | 483 | $250.0K | 0.01% | +483 | New |
| Checchi Capital Advisers, LLC | 481 | $249.0K | 0.03% | +481 | New |
| Gateway Investment Advisers LLC | 473 | $245.0K | 0.00% | +473 | New |
| Siemens Fonds Invest GmbH | 475 | $245.0K | 0.02% | +475 | New |
| CIBC World Markets Inc. | 470 | $244.0K | 0.00% | +470 | New |
| Quadrant Capital Group LLC | 469 | $243.0K | 0.03% | −2−0.4% | Reduced |
| Wellington Management Group LLP | 465 | $241.0K | 0.00% | −256−35.5% | Reduced |
| Tdam USA Inc. | 461 | $239.0K | 0.01% | +461 | New |
| Meristem Family Wealth, LLC | 462 | $239.0K | 0.02% | +462 | New |
| Rockefeller Capital Management L.P. | 462 | $238.0K | 0.00% | +31+7.2% | Added |
| Ferguson Wellman Capital Management, Inc | 455 | $236.0K | 0.01% | +455 | New |
| Cottonwood Capital Advisors, LLC | 455 | $236.0K | 0.18% | +455 | New |
| Wintrust Investments LLC | 454 | $235.0K | 0.02% | +454 | New |
| Moors & Cabot, Inc. | 450 | $233.0K | 0.01% | +450 | New |
| Vahanian & Associates Financial Planning Inc. | 448 | $232.0K | 0.19% | +448 | New |
| Balasa Dinverno & Foltz LLC | 446 | $231.0K | 0.01% | +446 | New |
| Intrinsic Value Partners, LLC | 446 | $231.0K | 0.25% | +446 | New |
| Rafferty Asset Management, LLC | 438 | $227.0K | 0.00% | −180−29.1% | Reduced |
| 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 |
| XML Financial, LLC | 426 | $221.0K | 0.03% | +426 | New |
| Howe & Rusling Inc | 425 | $220.0K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 424 | $220.0K | 0.16% | +424 | New |
| Ellevest, Inc. | 421 | $218.0K | 0.02% | +148+54.2% | Added |
| Arrow Investment Advisors, LLC | 419 | $217.0K | 0.15% | −108−20.5% | Reduced |
| David Loasby | 418 | $217.0K | 0.03% | −97−18.8% | Reduced |
| Sentry Investment Management LLC | 417 | $216.0K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 417 | $216.0K | 0.01% | +417 | New |
| IFG Advisory, LLC | 415 | $215.0K | 0.02% | +415 | New |
| MBB Public Markets I LLC | 414 | $215.0K | 0.00% | +414 | New |
| Avestar Capital, LLC | 412 | $214.0K | 0.04% | +412 | 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 |
| 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 |
| Alphasimplex Group, LLC | 403 | $209.0K | 0.36% | −384−48.8% | Reduced |
| Howard Capital Management Inc. | 410 | $208.0K | 0.03% | −61−13.0% | Reduced |
| Paradigm Financial Partners, LLC | 401 | $208.0K | 0.04% | +401 | 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 |
| 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 |
| Seven Eight Capital, LP | 386 | $200.0K | 0.04% | +386 | New |
| AIA Group Ltd | 383 | $198.0K | 0.01% | +383 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 359 | $186.0K | 0.09% | +359 | New |
| TD Private Client Wealth LLC | 337 | $174.6K | 0.01% | −49−12.7% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 333 | $173.0K | 0.05% | +333 | New |
| Bedel Financial Consulting, Inc. | 330 | $171.0K | 0.05% | 00.0% | Unchanged |
| Newfound Research LLC | 319 | $165.0K | 0.20% | +55+20.8% | Added |