| Resurgent Financial Advisors LLC | 397 | $127.2K | 0.07% | −471−54.3% | Reduced |
| Roble, Belko & Company, Inc | 407 | $130.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 409 | $131.0K | 0.02% | +9+2.3% | Added |
| Emerald Mutual Fund Advisers Trust | 410 | $131.4K | 0.01% | +410 | New |
| Horrell Capital Management, Inc. | 412 | $132.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 434 | $135.0K | 0.03% | +410+1,708.3% | Added |
| Carolinas Wealth Consulting LLC | 423 | $135.5K | 0.03% | +78+22.6% | Added |
| New Hampshire Trust | 447 | $143.2K | 0.04% | +447 | New |
| New Millennium Group LLC | 447 | $143.3K | 0.15% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 490 | $157.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 493 | $158.0K | 0.13% | +31+6.7% | Added |
| Brown Brothers Harriman & Co | 499 | $159.9K | 0.00% | −56−10.1% | Reduced |
| Trustcore Financial Services, LLC | 507 | $162.4K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 509 | $163.1K | 0.21% | +509 | New |
| Allworth Financial LP | 514 | $164.7K | 0.00% | −38−6.9% | Reduced |
| AdvisorNet Financial, Inc | 523 | $167.6K | 0.02% | +58+12.5% | Added |
| Creative Capital Management Investments LLC | 525 | $168.0K | 0.15% | +525 | New |
| Rise Advisors, LLC | 536 | $171.7K | 0.14% | −1−0.2% | Reduced |
| IFP Advisors, Inc | 1,082 | $174.0K | 0.01% | −618−36.4% | Reduced |
| Twin Lakes Capital Management, LLC | 551 | $176.5K | 0.14% | 00.0% | Unchanged |
| Avondale Wealth Management | 600 | $192.2K | 0.17% | +100+20.0% | Added |
| Kempen Capital Management N.V. | 601 | $192.5K | 0.01% | +69+13.0% | Added |
| Laurel Wealth Advisors LLC | 621 | $199.0K | 0.05% | +100+19.2% | Added |
| Johnson & White Wealth Management, LLC | 2,270 | $200.0K | 0.29% | +2,270 | New |
| Vanguard Capital Wealth Advisors | 625 | $200.2K | 0.23% | +625 | New |
| Vise Technologies, Inc. | 626 | $200.6K | 0.06% | +626 | New |
| Johnson Investment Counsel Inc | 635 | $203.4K | 0.00% | +635 | New |
| Advisor OS, LLC | 636 | $203.8K | 0.05% | −172−21.3% | Reduced |
| Carmignac Gestion | 639 | $204.7K | 0.00% | −726−53.2% | Reduced |
| Avantax Advisory Services, Inc. | 641 | $205.4K | 0.00% | +641 | New |
| Cooper/Haims Advisors, LLC | 642 | $206.0K | 0.15% | +642 | New |
| TRUE Private Wealth Advisors | 646 | $207.0K | 0.03% | +646 | New |
| First Horizon Advisors, Inc. | 649 | $207.9K | 0.01% | +16+2.5% | Added |
| Montag A & Associates Inc | 650 | $208.2K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 652 | $208.9K | 0.07% | +652 | New |
| Centaurus Financial, Inc. | 652 | $209.0K | 0.02% | +27+4.3% | Added |
| Meeder Advisory Services, Inc. | 656 | $210.2K | 0.03% | +656 | New |
| Natixis Investment Managers International | 658 | $210.8K | 0.02% | −139−17.4% | Reduced |
| Ontario Teachers Pension Plan Board | 667 | $213.7K | 0.00% | −1,711−72.0% | Reduced |
| Prosperity Financial Group, Inc. | 670 | $214.7K | 0.23% | +670 | New |
| Dorsey & Whitney Trust CO LLC | 680 | $216.3K | 0.02% | −193−22.1% | Reduced |
| Aptus Capital Advisors, LLC | 680 | $217.9K | 0.01% | +680 | New |
| Sheaff Brock Investment Advisors, LLC | 683 | $218.7K | 0.02% | +683 | New |
| Manhattan West Asset Management, LLC | 683 | $218.8K | 0.11% | +683 | New |
| Gryphon Financial Partners LLC | 686 | $219.8K | 0.05% | +686 | New |
| Brighton Jones LLC | 693 | $221.9K | 0.01% | +693 | New |
| Ritter Daniher Financial Advisory LLC | 697 | $223.3K | 0.11% | +207+42.2% | Added |
| Compass Ion Advisors, LLC | 697 | $223.3K | 0.06% | +697 | New |
| Titleist Asset Management, Ltd. | 698 | $223.6K | 0.05% | −70−9.1% | Reduced |
| Integrated Advisors Network LLC | 699 | $223.9K | 0.01% | +699 | New |
| Northeast Investment Management | 703 | $225.0K | 0.01% | +703 | New |
| BDO Wealth Advisors, LLC | 705 | $225.9K | 0.03% | −42−5.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 705 | $225.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 717 | $229.7K | 0.03% | −918−56.1% | Reduced |
| Van Hulzen Asset Management, LLC | 718 | $230.0K | 0.03% | +718 | New |
| Malaga Cove Capital, LLC | 719 | $230.4K | 0.13% | +719 | New |
| Bradley Foster & Sargent Inc | 721 | $231.0K | 0.01% | −25−3.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 723 | $231.6K | 0.03% | −10,732−93.7% | Reduced |
| Cim, LLC | 750 | $232.8K | 0.05% | +137+22.3% | Added |
| Sunbelt Securities, Inc. | 727 | $232.9K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 728 | $233.2K | 0.11% | +728 | New |
| Brandywine Oak Private Wealth LLC | 734 | $235.0K | 0.03% | +1+0.1% | Added |
| Capula Management Ltd | 734 | $235.2K | 0.02% | +734 | New |
| Greytown Advisors Inc. | 735 | $235.5K | 0.13% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 738 | $236.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 736 | $236.0K | 0.01% | +736 | New |
| Park National Corp | 738 | $236.4K | 0.01% | −527−41.7% | Reduced |
| UMA Financial Services, Inc. | 761 | $236.8K | 0.06% | −10−1.3% | Reduced |
| Diversified Trust Co | 740 | $237.0K | 0.01% | −66−8.2% | Reduced |
| Jarislowsky, Fraser Ltd | 740 | $237.1K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 751 | $240.6K | 0.07% | −7−0.9% | Reduced |
| Point72 Middle East FZE | 752 | $240.9K | 0.02% | +752 | New |
| First National Bank of Hutchinson | 753 | $241.2K | 0.20% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 758 | $242.8K | 0.03% | +758 | New |
| Miracle Mile Advisors, LLC | 760 | $243.5K | 0.01% | +28+3.8% | Added |
| Virtue Capital Management, LLC | 766 | $245.4K | 0.04% | +766 | New |
| Compass Wealth Management LLC | 766 | $245.4K | 0.08% | +766 | New |
| Gerber Kawasaki Wealth & Investment Management | 767 | $245.7K | 0.02% | +767 | New |
| Veritable, L.P. | 770 | $246.7K | 0.00% | −7−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 772 | $247.3K | 0.01% | +772 | New |
| American Trust | 776 | $248.6K | 0.02% | −500−39.2% | Reduced |
| Dynamic Advisor Solutions LLC | 780 | $249.9K | 0.02% | −381−32.8% | Reduced |
| Old North State Trust, LLC | 783 | $251.0K | 0.16% | +67+9.4% | Added |
| Veriti Management LLC | 793 | $254.1K | 0.03% | +793 | New |
| Revolve Wealth Partners, LLC | 796 | $255.0K | 0.07% | −127−13.8% | Reduced |
| Koshinski Asset Management, Inc. | 798 | $255.7K | 0.02% | −3−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 800 | $256.3K | 0.11% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 800 | $256.3K | 0.06% | +800 | New |
| Ipswich Investment Management Co., Inc. | 805 | $257.9K | 0.07% | −9−1.1% | Reduced |
| Anchor Investment Management, LLC | 805 | $257.9K | 0.04% | +68+9.2% | Added |
| Orion Portfolio Solutions, LLC | 809 | $259.2K | 0.01% | +809 | New |
| Parkside Financial Bank & Trust | 811 | $259.8K | 0.07% | +53+7.0% | Added |
| Change Path, LLC | 813 | $260.0K | 0.01% | −228−21.9% | Reduced |
| STF Management LP | 818 | $262.1K | 0.38% | +818 | New |
| Momentum Advisors, LLC | 820 | $262.7K | 0.27% | −441−35.0% | Reduced |
| Planning Alternatives Ltd | 834 | $267.2K | 0.05% | −340−29.0% | Reduced |
| QCM Cayman, Ltd. | 838 | $268.5K | 4.13% | +838 | New |
| LifePro Asset Management | 839 | $268.8K | 0.20% | +839 | New |
| Prescott Group Capital Management, L.L.C. | 850 | $272.0K | 0.06% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 863 | $276.5K | 0.01% | −183−17.5% | Reduced |