| AlphaStar Capital Management, LLC | 208 | $315.0K | 0.03% | −4−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 184 | $312.0K | 0.01% | +184 | New |
| Vestmark Advisory Solutions, Inc. | 181 | $307.0K | 0.02% | +181 | New |
| Horizon Investments, LLC | 176 | $299.0K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 176 | $299.0K | 0.12% | +176 | New |
| AlphaCrest Capital Management LLC | 172 | $292.0K | 0.01% | −735−81.0% | Reduced |
| Inverness Counsel LLC | 172 | $292.0K | 0.01% | +172 | New |
| Bollard Group LLC | 171 | $290.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 167 | $283.0K | 0.05% | +167 | New |
| Empirical Asset Management, LLC | 167 | $283.0K | 0.27% | +167 | New |
| Cambridge Investment Research Advisors, Inc. | 163 | $277.0K | 0.00% | +16+10.9% | Added |
| Cetera Advisors LLC | 162 | $275.0K | 0.01% | −4−2.4% | Reduced |
| Blueprint Investment Partners LLC | 161 | $273.3K | 0.07% | +38+30.9% | Added |
| ARS Investment Partners, LLC | 160 | $272.0K | 0.02% | 00.0% | Unchanged |
| American Research & Management Co. | 160 | $272.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 159 | $270.0K | 0.01% | +3+1.9% | Added |
| Kestra Private Wealth Services, LLC | 159 | $270.0K | 0.01% | +159 | New |
| Engine No. 1 LLC | 158 | $268.0K | 0.06% | +158 | New |
| Quadrant Capital Group LLC | 157 | $266.0K | 0.03% | +15+10.6% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 157 | $266.0K | 0.05% | +157 | New |
| Dorsey & Whitney Trust CO LLC | 158 | $264.0K | 0.02% | −106−40.2% | Reduced |
| Whittier Trust Co | 155 | $263.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 155 | $263.0K | 0.00% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 172 | $261.0K | 0.06% | +172 | New |
| United Capital Financial Advisers, LLC | 153 | $260.0K | 0.00% | −90−37.0% | Reduced |
| MBB Public Markets I LLC | 153 | $260.0K | 0.01% | +153 | New |
| Becker Capital Management Inc | 151 | $256.0K | 0.01% | −18−10.7% | Reduced |
| Garde Capital, Inc. | 150 | $255.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 150 | $255.0K | 0.11% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 150 | $254.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 147 | $249.0K | 0.01% | −35−19.2% | Reduced |
| Willow Creek Wealth Management Inc. | 147 | $249.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 147 | $249.0K | 0.01% | +1+0.7% | Added |
| Shelton Capital Management | 146 | $248.0K | 0.01% | −7−4.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 143 | $243.0K | 0.02% | −300−67.7% | Reduced |
| Kolinsky Wealth Management, LLC | 142 | $241.0K | 0.22% | +142 | New |
| Whalerock Point Partners, LLC | 141 | $239.3K | 0.08% | +141 | New |
| Bennett Selby Investments LP | 139 | $236.0K | 0.14% | +139 | New |
| Veracity Capital LLC | 138 | $234.0K | 0.09% | +138 | New |
| Heritage Investment Group, Inc. | 138 | $234.0K | 0.18% | +138 | New |
| Northwestern Mutual Wealth Management Co | 136 | $231.0K | 0.00% | +88+183.3% | Added |
| Moody National Bank Trust Division | 135 | $229.0K | 0.01% | +135 | New |
| Baker Avenue Asset Management, LP | 133 | $226.0K | 0.01% | +133 | New |
| CAPROCK Group, Inc. | 133 | $226.0K | 0.02% | +133 | New |
| Perigon Wealth Management, LLC | 132 | $224.0K | 0.02% | +132 | New |
| Flagship Harbor Advisors, LLC | 130 | $221.0K | 0.02% | +130 | New |
| Ledyard National Bank | 129 | $219.0K | 0.02% | +129 | New |
| E Fund Management Co., Ltd. | 129 | $219.0K | 0.01% | +129 | New |
| Suncoast Equity Management | 128 | $217.0K | 0.03% | +128 | New |
| EP Wealth Advisors, LLC | 128 | $217.0K | 0.01% | +128 | New |
| Beck Bode, LLC | 127 | $216.0K | 0.05% | +127 | New |
| Verition Fund Management LLC | 126 | $214.0K | 0.00% | −292−69.9% | Reduced |
| ICW Investment Advisors LLC | 126 | $214.0K | 0.12% | +126 | New |
| TD Waterhouse Canada Inc. | 130 | $213.7K | 0.00% | +130 | New |
| Titleist Asset Management, Ltd. | 125 | $212.0K | 0.04% | +125 | New |
| Arjuna Capital | 125 | $212.0K | 0.08% | +125 | New |
| Monument Capital Management | 125 | $212.0K | 0.07% | +125 | New |
| Obermeyer Wood Investment Counsel, LLLP | 124 | $210.0K | 0.01% | +124 | New |
| Zeke Capital Advisors, LLC | 124 | $210.0K | 0.01% | +124 | New |
| BOK Financial Private Wealth, Inc. | 123 | $209.0K | 0.01% | +123 | New |
| Manteio Capital LLC | 123 | $209.0K | 0.27% | +123 | New |
| Halbert Hargrove Global Advisors, LLC | 122 | $207.0K | 0.01% | +122 | New |
| Knights of Columbus Asset Advisors LLC | 121 | $205.0K | 0.02% | +121 | New |
| Concord Wealth Partners | 119 | $202.0K | 0.05% | +22+22.7% | Added |
| Umb Bank N A | 119 | $202.0K | 0.00% | +119 | New |
| First Horizon Advisors, Inc. | 118 | $200.0K | 0.01% | −6−4.8% | Reduced |
| Barrett Asset Management, LLC | 117 | $199.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $191.8K | 0.01% | +13+13.0% | Added |
| State of Wyoming | 111 | $188.0K | 0.09% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 111 | $188.0K | 0.09% | +111 | New |
| Huntington National Bank | 109 | $185.0K | 0.00% | +48+78.7% | Added |
| TFC Financial Management | 106 | $180.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $171.0K | 0.00% | −4−3.8% | Reduced |
| Penserra Capital Management LLC | 101 | $171.0K | 0.00% | +19+23.2% | Added |
| Fortitude Advisory Group L.L.C. | 99 | $168.0K | 0.09% | +99 | New |
| Washington Trust Advisors, Inc. | 98 | $166.0K | 0.01% | +98 | New |
| Assetmark, Inc | 93 | $158.0K | 0.00% | +71+322.7% | Added |
| Ellevest, Inc. | 91 | $154.0K | 0.01% | −2−2.2% | Reduced |
| Smithfield Trust Co | 84 | $144.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 84 | $143.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 84 | $143.0K | 0.00% | +36+75.0% | Added |
| Arlington Partners LLC | 83 | $141.0K | 0.04% | +83 | New |
| Gemmer Asset Management LLC | 82 | $139.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 80 | $136.0K | 0.00% | −2−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $127.0K | 0.02% | −4−5.1% | Reduced |
| Natixis Investment Managers International | 74 | $125.0K | 0.01% | −33−30.8% | Reduced |
| PFG Private Wealth Management, LLC | 63 | $107.0K | 0.06% | +6+10.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 61 | $104.0K | 0.00% | −789−92.8% | Reduced |
| Focused Wealth Management, Inc | 60 | $102.0K | 0.02% | −35−36.8% | Reduced |
| Trustcore Financial Services, LLC | 59 | $100.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $95.0K | 0.13% | +55 | New |
| Farmers & Merchants Investments Inc | 51 | $87.0K | 0.00% | −1−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $85.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 49 | $83.0K | 0.12% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 47 | $80.0K | 0.06% | −17−26.6% | Reduced |
| Newfound Research LLC | 47 | $80.0K | 0.10% | +6+14.6% | Added |
| EverSource Wealth Advisors, LLC | 44 | $75.0K | 0.02% | +44 | New |
| Alpha Paradigm Partners, LLC | 38 | $64.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 37 | $63.0K | 0.00% | +37 | New |
| Sageworth Trust Co of South Dakota | 33 | $56.0K | 0.09% | +33 | New |
