| Gerber Kawasaki Wealth & Investment Management | 759 | $209.0K | 0.02% | +759 | New |
| Pinnacle Wealth Management Group, Inc. | 747 | $206.0K | 0.15% | +747 | New |
| Meeder Asset Management Inc | 742 | $205.0K | 0.01% | +181+32.3% | Added |
| Intersect Capital LLC | 736 | $203.0K | 0.04% | +736 | New |
| Jacobi Capital Management LLC | 728 | $201.0K | 0.03% | +116+19.0% | Added |
| Boston Private Wealth LLC | 727 | $200.0K | 0.00% | +727 | New |
| WC Walker & Associates, Inc. | 721 | $200.0K | 0.10% | +721 | New |
| Hanson & Doremus Investment Management | 990 | $186.0K | 0.06% | −139−12.3% | Reduced |
| Arkadios Wealth Advisors | 672 | $185.0K | 0.02% | +58+9.4% | Added |
| Key Financial Inc | 609 | $180.0K | 0.10% | +409+204.5% | Added |
| Global Retirement Partners, LLC | 649 | $179.0K | 0.02% | +34+5.5% | Added |
| Ancora Advisors, LLC | 631 | $174.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 629 | $174.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 602 | $166.0K | 0.04% | +602 | New |
| Oakworth Capital, Inc. | 580 | $160.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 576 | $159.0K | 0.00% | −125−17.8% | Reduced |
| Column Capital Advisors, LLC | 562 | $155.0K | 0.03% | −388−40.8% | Reduced |
| Huntington National Bank | 555 | $153.0K | 0.00% | −43−7.2% | Reduced |
| Castleview Partners, LLC | 548 | $151.0K | 0.07% | +548 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $150.3K | 0.18% | +100+22.5% | Added |
| First Manhattan Co | 536 | $147.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 530 | $146.0K | 0.00% | +530 | New |
| C M Bidwell & Associates Ltd | 513 | $142.0K | 0.09% | +4+0.8% | Added |
| Hoover Financial Advisors, Inc. | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 496 | $137.0K | 0.03% | +496 | New |
| Deseret Mutual Benefit Administrators | 482 | $133.0K | 0.03% | +482 | New |
| NuWave Investment Management, LLC | 480 | $132.0K | 0.15% | +480 | New |
| Atticus Wealth Management, LLC | 473 | $130.0K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 452 | $125.0K | 0.10% | −120−21.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 425 | $117.0K | 0.02% | −125−22.7% | Reduced |
| IFP Advisors, Inc | 407 | $115.0K | 0.00% | +137+50.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 408 | $113.0K | 0.02% | +219+115.9% | Added |
| Altshuler Shaham Ltd | 407 | $112.0K | 0.00% | +407 | New |
| Denali Advisors LLC | 400 | $110.0K | 0.04% | −2,800−87.5% | Reduced |
| WD Rutherford LLC | 400 | $110.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 390 | $108.0K | 0.01% | +390 | New |
| Massmutual Trust Co FSB | 385 | $106.0K | 0.00% | −267−41.0% | Reduced |
| North Star Investment Management Corp. | 380 | $105.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 369 | $102.0K | 0.01% | +86+30.4% | Added |
| Hexagon Capital Partners LLC | 365 | $101.0K | 0.03% | +13+3.7% | Added |
| Berman Capital Advisors, LLC | 337 | $92.0K | 0.01% | +101+42.8% | Added |
| Tobam | 327 | $90.0K | 0.00% | +327 | New |
| Steward Partners Investment Advisory, LLC | 310 | $86.0K | 0.00% | −725−70.0% | Reduced |
| NEXT Financial Group, Inc | 298 | $82.0K | 0.01% | +125+72.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 290 | $80.0K | 0.59% | +290 | New |
| American Portfolios Advisors | 281 | $77.5K | 0.00% | +4+1.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 252 | $70.0K | 0.00% | +33+15.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 250 | $69.0K | 0.00% | +250 | New |
| FinTrust Capital Advisors, LLC | 248 | $68.0K | 0.02% | +123+98.4% | Added |
| Vestor Capital, LLC | 233 | $64.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 216 | $60.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $59.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 208 | $57.0K | 0.01% | +208 | New |
| Sterling Investment Advisors, Ltd. | 200 | $55.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 196 | $54.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 194 | $54.0K | 0.00% | +29+17.6% | Added |
| Front Row Advisors LLC | 168 | $51.0K | 0.02% | −3−1.8% | Reduced |
| Fred Alger Management, LLC | 182 | $50.0K | 0.00% | +182 | New |
| Investment Research & Advisory Group, Inc. | 170 | $47.0K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 161 | $45.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 160 | $44.0K | 0.00% | −57−26.3% | Reduced |
| Creative Financial Designs Inc | 153 | $42.0K | 0.01% | −3−1.9% | Reduced |
| West Paces Advisors Inc. | 142 | $39.2K | 0.01% | +95+202.1% | Added |
| Harvest Fund Management Co., Ltd | 143 | $39.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 140 | $39.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 138 | $38.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 131 | $36.0K | 0.01% | +11+9.2% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $34.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $31.0K | 0.02% | +110 | New |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $30.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 95 | $26.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $26.0K | 0.00% | −38−29.0% | Reduced |
| Howe & Rusling Inc | 94 | $26.0K | 0.00% | −2−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 91 | $25.0K | 0.01% | +4+4.6% | Added |
| Parkside Financial Bank & Trust | 91 | $25.0K | 0.01% | +13+16.7% | Added |
| Washington Trust Co | 80 | $22.0K | 0.00% | −5−5.9% | Reduced |
| Pittenger & Anderson Inc | 78 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $22.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 79 | $22.0K | 0.00% | +79 | New |
| Penserra Capital Management LLC | 75 | $20.0K | 0.00% | +75 | New |
| Zions Bancorporation, N.A. | 68 | $19.0K | 0.00% | +1+1.5% | Added |
| Atlas Private Wealth Advisors | 70 | $19.0K | 0.01% | +10+16.7% | Added |
| Prestige Wealth Management Group LLC | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 60 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 62 | $17.0K | 0.00% | +1+1.6% | Added |
| Baron Financial Group, LLC | 60 | $16.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $16.6K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 59 | $16.0K | 0.00% | −18−23.4% | Reduced |
| Kings Point Capital Management | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |