| Sonora Investment Management, LLC | 47 | $47.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 47 | $47.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 47 | $47.0K | 0.00% | −418−89.9% | Reduced |
| Assetmark, Inc | 48 | $48.0K | 0.00% | +41+585.7% | Added |
| GPS Wealth Strategies Group, LLC | 50 | $50.0K | 0.01% | −1−2.0% | Reduced |
| Knuff & Co LLC | 50 | $50.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $50.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 50 | $50.0K | 0.03% | +17+51.5% | Added |
| RPg Family Wealth Advisory, LLC | 51 | $50.7K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 56 | $56.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 56 | $56.0K | 0.00% | +56 | New |
| QVR LLC | 169 | $56.0K | 0.11% | +169 | New |
| Evoke Wealth, LLC | 59 | $58.0K | 0.00% | −16−21.3% | Reduced |
| Milestone Resources Group Ltd | 58 | $58.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 60 | $60.0K | 0.01% | −40−40.0% | Reduced |
| FinTrust Capital Advisors, LLC | 60 | $60.0K | 0.02% | +24+66.7% | Added |
| Concord Wealth Partners | 63 | $63.0K | 0.03% | −92−59.4% | Reduced |
| Koshinski Asset Management, Inc. | 259 | $65.2K | 0.01% | +259 | New |
| Walled Lake Planning & Wealth Management, LLC | 69 | $69.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $70.0K | 0.01% | +3+4.5% | Added |
| AdvisorNet Financial, Inc | 70 | $70.0K | 0.00% | +10+16.7% | Added |
| Delos Wealth Advisors, LLC | 70 | $70.0K | 0.08% | +66+1,650.0% | Added |
| Catalyst Capital Advisors LLC | 71 | $71.0K | 0.00% | −1−1.4% | Reduced |
| McIlrath & Eck, LLC | 71 | $71.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 71 | $71.0K | 0.00% | +25+54.3% | Added |
| Pin Oak Investment Advisors Inc | 72 | $72.0K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 76 | $76.0K | 0.01% | −4−5.0% | Reduced |
| FAI Wealth Management | 77 | $76.0K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 78 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 81 | $81.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 83 | $83.0K | 0.13% | −19−18.6% | Reduced |
| Arlington Partners LLC | 84 | $84.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 85 | $85.0K | 0.01% | −325−79.3% | Reduced |
| Center for Financial Planning, Inc. | 86 | $85.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $85.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 86 | $85.0K | 0.00% | +25+41.0% | Added |
| Total Clarity Wealth Management, Inc. | 87 | $86.0K | 0.04% | +87 | New |
| Glen Eagle Advisors, LLC | 88 | $87.5K | 0.03% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 89 | $88.0K | 0.06% | −2,125−96.0% | Reduced |
| Deseret Mutual Benefit Administrators | 99 | $98.0K | 0.02% | −28−22.0% | Reduced |
| Portland Hill Asset Management Ltd | 99 | $98.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 99 | $98.0K | 0.01% | +2+2.1% | Added |
| Ellis Investment Partners, LLC | 100 | $99.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $101.0K | 0.06% | +33+48.5% | Added |
| Versant Capital Management, Inc | 103 | $102.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 106 | $105.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 108 | $107.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 109 | $108.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 188 | $109.0K | 0.04% | +130+224.1% | Added |
| Pinnacle Bancorp, Inc. | 116 | $115.0K | 0.05% | −19−14.1% | Reduced |
| Selective Wealth Management, Inc. | 119 | $118.0K | 0.06% | +100+526.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 120 | $119.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $120.0K | 0.00% | +1+0.8% | Added |
| Kings Point Capital Management | 122 | $121.0K | 0.01% | −3−2.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 122 | $121.0K | 0.04% | +2+1.7% | Added |
| Thompson Siegel & Walmsley LLC | 123 | $122.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $123.0K | 0.03% | +9+7.8% | Added |
| West Paces Advisors Inc. | 129 | $128.2K | 0.05% | +42+48.3% | Added |
| Clearstead Advisors, LLC | 133 | $132.0K | 0.01% | −8−5.7% | Reduced |
| Valeo Financial Advisors, LLC | 136 | $135.0K | 0.01% | +136 | New |
| Johnson Financial Group, Inc. | 138 | $137.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 140 | $139.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 140 | $139.0K | 0.01% | +2+1.4% | Added |
| Farmers & Merchants Investments Inc | 140 | $139.0K | 0.01% | +5+3.7% | Added |
| Charter Oak Capital Management, LLC | 145 | $144.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 146 | $145.0K | 0.02% | −2−1.4% | Reduced |
| Kowal Investment Group, LLC | 147 | $146.0K | 0.05% | +147 | New |
| Dark Forest Capital Management LP | 147 | $146.0K | 0.05% | +147 | New |
| First Manhattan Co | 150 | $149.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 151 | $150.0K | 0.01% | +1+0.7% | Added |
| Blume Capital Management, Inc. | 153 | $152.0K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 153 | $152.0K | 0.00% | +102+200.0% | Added |
| S.A. Mason LLC | 155 | $154.0K | 0.10% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 156 | $155.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $155.0K | 0.05% | +2+1.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $159.0K | 0.15% | +160 | New |
| Vestor Capital, LLC | 170 | $169.0K | 0.02% | +10+6.3% | Added |
| Cutler Group LP | 182 | $180.0K | 0.01% | +182 | New |
| Plante Moran Financial Advisors, LLC | 190 | $189.0K | 0.04% | −3−1.6% | Reduced |
| Magellan Asset Management Ltd | 191 | $190.0K | 0.00% | −30−13.6% | Reduced |
| NEXT Financial Group, Inc | 196 | $195.0K | 0.02% | +51+35.2% | Added |
| Zions Bancorporation, N.A. | 198 | $197.0K | 0.02% | −2−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $199.0K | 0.11% | −50−20.0% | Reduced |
| Lenox Wealth Advisors, LLC | 200 | $199.0K | 0.03% | +81+68.1% | Added |
| Trust Co | 204 | $203.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $204.0K | 0.01% | +5+2.5% | Added |
| Laffer Tengler Investments | 206 | $204.8K | 0.06% | +206 | New |
| Versor Investments LP | 207 | $206.0K | 0.01% | −129−38.4% | Reduced |
| Mokosak Advisory Group, LLC | 208 | $208.0K | 0.09% | +208 | New |
| Castle Rock Wealth Management, LLC | 568 | $208.0K | 0.07% | +568 | New |
| Eqis Capital Management, Inc. | 211 | $210.0K | 0.02% | +211 | New |
| Insight Advisors, LLC | 579 | $210.0K | 0.06% | +579 | New |
| Balasa Dinverno & Foltz LLC | 212 | $211.0K | 0.01% | +212 | New |
| Chelsea Counsel Co | 213 | $212.0K | 0.10% | +213 | New |
| Traverso Chambers Private Wealth Management, LLC | 213 | $212.0K | 0.07% | +213 | New |
| Tradition Wealth Management, LLC | 214 | $213.0K | 0.03% | +10+4.9% | Added |
| Redhawk Wealth Advisors, Inc. | 215 | $214.0K | 0.06% | +215 | New |
| Foster & Motley Inc | 216 | $215.0K | 0.02% | +216 | New |
| BLB&B Advisors, LLC | 216 | $215.0K | 0.01% | +216 | New |
| Oarsman Capital, Inc. | 216 | $215.0K | 0.09% | +216 | New |
