| Institutional & Family Asset Management, LLC | 164 | $34.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 165 | $34.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 163 | $34.0K | 0.01% | +50+44.2% | Added |
| Sage Private Wealth Group, LLC | 182 | $37.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 190 | $39.2K | 0.01% | −93−32.9% | Reduced |
| Mascoma Wealth Management LLC | 200 | $41.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 210 | $43.0K | 0.00% | +8+4.0% | Added |
| Freedman Financial Associates, Inc. | 215 | $44.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 212 | $44.0K | 0.01% | +18+9.3% | Added |
| IFP Advisors, Inc | 224 | $46.0K | 0.00% | −94−29.6% | Reduced |
| Spire Wealth Management | 226 | $47.0K | 0.00% | +20+9.7% | Added |
| EverSource Wealth Advisors, LLC | 230 | $48.0K | 0.01% | +230 | New |
| Sandy Spring Bank | 235 | $49.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 240 | $50.0K | 0.02% | −210−46.7% | Reduced |
| Sageworth Trust Co of South Dakota | 241 | $50.0K | 0.08% | +241 | New |
| Brown Brothers Harriman & Co | 250 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $52.0K | 0.02% | +250 | New |
| Financial Management Professionals, Inc. | 268 | $55.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 269 | $56.0K | 0.04% | −188−41.1% | Reduced |
| Hoey Investments, Inc | 269 | $56.0K | 0.01% | +150+126.1% | Added |
| Ellevest, Inc. | 282 | $58.0K | 0.01% | −44−13.5% | Reduced |
| CenterStar Asset Management, LLC | – | $58.0K | 0.04% | – | New |
| JNBA Financial Advisors | 291 | $60.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 292 | $60.3K | 0.03% | −16−5.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 300 | $62.0K | 0.02% | +300 | New |
| High Net Worth Advisory Group LLC | 300 | $62.0K | 0.02% | +300 | New |
| KRS Capital Management, LLC | 315 | $65.0K | 0.06% | +315 | New |
| South State Corp. | 328 | $68.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 338 | $70.0K | 0.02% | +338 | New |
| Itau Unibanco Holding S.A. | 342 | $71.0K | 0.00% | +342 | New |
| Missouri Trust & Investment Co | 350 | $72.0K | 0.04% | +350 | New |
| Lindbrook Capital, LLC | 366 | $76.0K | 0.01% | −6−1.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 370 | $77.0K | 0.00% | +370 | New |
| United Community Bank | 376 | $77.6K | 0.08% | +376 | New |
| Altshuler Shaham Ltd | 378 | $78.0K | 0.00% | −59−13.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 384 | $79.0K | 0.04% | +384 | New |
| Logan Capital Management Inc | 389 | $80.0K | 0.00% | +44+12.8% | Added |
| Parkside Financial Bank & Trust | 409 | $84.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 418 | $86.0K | 0.00% | +79+23.3% | Added |
| PrairieView Partners, LLC | 417 | $86.0K | 0.01% | +417 | New |
| Smithfield Trust Co | 443 | $91.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | – | $91.0K | 0.05% | – | – |
| Family CFO Inc | 465 | $96.0K | 0.09% | +465 | New |
| FourThought Financial, LLC | 475 | $98.0K | 0.01% | +228+92.3% | Added |
| HM Payson & Co | 490 | $101.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 491 | $101.0K | 0.14% | +491 | New |
| State of Wyoming | 500 | $103.0K | 0.05% | +17+3.5% | Added |
| Aquatic Capital Management LLC | 500 | $103.0K | 0.20% | +500 | New |
| Washington Trust Advisors, Inc. | 498 | $103.0K | 0.01% | +498 | New |
| Huntington National Bank | 505 | $104.0K | 0.00% | −91−15.3% | Reduced |
| Private Capital Group, LLC | 506 | $105.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 529 | $109.0K | 0.06% | +529 | New |
| MUFG Americas Holdings Corp | 584 | $121.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 590 | $121.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 589 | $121.6K | 0.01% | −178−23.2% | Reduced |
| Gemmer Asset Management LLC | 604 | $125.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 641 | $132.0K | 0.00% | +342+114.4% | Added |
| Sargent Bickham Lagudis LLC | 666 | $138.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 696 | $144.0K | 1.28% | +696 | New |
| Estabrook Capital Management | 728 | $150.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 762 | $157.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 777 | $160.5K | 0.04% | +777 | New |
| Gordian Capital Singapore Pte Ltd | 800 | $166.0K | 0.13% | +800 | New |
| GraniteShares Advisors LLC | 860 | $177.0K | 0.08% | +860 | New |
| Enterprise Trust & Investment Co | 865 | $179.0K | 0.06% | +19+2.2% | Added |
| Loomis Sayles & Co L P | 891 | $184.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 949 | $196.0K | 0.02% | +52+5.8% | Added |
| Proequities, Inc. | 961 | $198.0K | 0.01% | −743−43.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 980 | $202.0K | 0.01% | +980 | New |
| Horst & Graben Wealth Management LLC | 983 | $203.0K | 0.05% | +983 | New |
| Evergreen Capital Management LLC | 986 | $204.0K | 0.01% | +986 | New |
| Burney Co | 998 | $206.0K | 0.01% | +998 | New |
| Deltec Asset Management LLC | 1,000 | $207.0K | 0.03% | −569−36.3% | Reduced |
| Optimum Investment Advisors | 1,000 | $207.0K | 0.08% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,000 | $207.0K | 0.05% | +1,000 | New |
| WBH Advisory Inc | 1,000 | $207.0K | 0.02% | +1,000 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $207.0K | 0.46% | +1,000 | New |
| Rainsberger Wealth Advisors, Inc. | 1,000 | $207.0K | 0.12% | +1,000 | New |
| Burns J W & Co Inc | 1,005 | $208.0K | 0.03% | +1,005 | New |
| Ashfield Capital Partners, LLC | 1,006 | $208.0K | 0.01% | +1,006 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,009 | $208.0K | 0.04% | +1,009 | New |
| E&G Advisors, LP | 1,010 | $209.0K | 0.05% | +1,010 | New |
| Capital Planning LLC | 1,014 | $209.0K | 0.08% | +1,014 | New |
| Journey Strategic Wealth LLC | 1,020 | $211.0K | 0.02% | +1,020 | New |
| Axxcess Wealth Management, LLC | 1,023 | $211.0K | 0.02% | +1,023 | New |
| TD Private Client Wealth LLC | 1,032 | $213.1K | 0.01% | −18−1.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,059 | $219.0K | 0.02% | +1,059 | New |
| Jefferies Group LLC | 1,065 | $219.9K | 0.00% | +1,065 | New |
| Mirova | 1,069 | $220.0K | 0.03% | +1,069 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,074 | $222.0K | 0.01% | +1,074 | New |
| Meristem Family Wealth, LLC | 1,075 | $222.0K | 0.02% | +1,075 | New |
| C2C Wealth Management, LLC | 1,074 | $222.0K | 0.03% | +1,074 | New |
| Hunter Associates Investment Management LLC | 1,080 | $223.0K | 0.06% | +1,080 | New |
| Trust Co of Vermont | 1,094 | $226.0K | 0.01% | +1,094 | New |
| SOL Capital Management CO | 1,094 | $226.0K | 0.04% | +1,094 | New |
| McAdam, LLC | 1,096 | $226.0K | 0.02% | +1,096 | New |
| Vantage Consulting Group Inc | 1,092 | $226.0K | 0.06% | +1,092 | New |
| Syntax Advisors, LLC | 1,092 | $226.0K | 0.17% | +1,092 | New |
| Lewis Capital Management, LLC | 1,100 | $227.0K | 0.24% | +1,100 | New |
| WealthTrust Axiom LLC | 1,100 | $227.0K | 0.07% | +1,100 | New |
