| Golden State Wealth Management, LLC | 372 | $204.0K | 0.05% | −80−17.7% | Reduced |
| Magellan Asset Management Ltd | 372 | $204.0K | 0.00% | +26+7.5% | Added |
| Qtron Investments LLC | 370 | $203.0K | 0.05% | −1,154−75.7% | Reduced |
| Umb Bank N A | 369 | $203.0K | 0.00% | −217−37.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 366 | $201.0K | 0.01% | +366 | New |
| Vantage Financial Partners Ltd., Inc. | 365 | $201.0K | 0.11% | +365 | New |
| Interchange Capital Partners, LLC | 364 | $200.0K | 0.31% | −66−15.3% | Reduced |
| PGGM Investments | 362 | $199.0K | 0.00% | −31,281−98.9% | Reduced |
| Roble, Belko & Company, Inc | 345 | $190.0K | 0.04% | −104−23.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 342 | $188.0K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 338 | $185.0K | 0.02% | +24+7.6% | Added |
| Sargent Bickham Lagudis LLC | 335 | $184.0K | 0.01% | +51+18.0% | Added |
| Plante Moran Financial Advisors, LLC | 319 | $175.0K | 0.04% | −7−2.1% | Reduced |
| Anfield Capital Management, LLC | 312 | $171.0K | 0.07% | +312 | New |
| Newbridge Financial Services Group, Inc. | 300 | $165.0K | 0.10% | −32−9.6% | Reduced |
| John W. Brooker & Co., CPAs | 300 | $165.0K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 294 | $161.6K | 0.02% | +53+22.0% | Added |
| Sandy Spring Bank | 282 | $155.0K | 0.01% | −35−11.0% | Reduced |
| Rockbridge Investment Management, LCC | 281 | $154.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 272 | $149.0K | 0.01% | −34−11.1% | Reduced |
| Lindbrook Capital, LLC | 270 | $148.0K | 0.03% | +58+27.4% | Added |
| Sutton Wealth Advisors Inc. | 267 | $146.7K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 259 | $146.0K | 0.00% | −30−10.4% | Reduced |
| Endurance Wealth Management, Inc. | 247 | $135.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $133.0K | 0.04% | −42−14.8% | Reduced |
| Glen Eagle Advisors, LLC | 241 | $132.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 241 | $132.0K | 0.01% | +20+9.0% | Added |
| Hoey Investments, Inc | 240 | $132.0K | 0.04% | +240 | New |
| KB Financial Partners, LLC | 236 | $130.0K | 0.05% | −113−32.4% | Reduced |
| Brown Brothers Harriman & Co | 232 | $127.0K | 0.00% | −6−2.5% | Reduced |
| Creative Financial Designs Inc | 222 | $122.0K | 0.02% | −7−3.1% | Reduced |
| Carolinas Wealth Consulting LLC | 216 | $119.0K | 0.03% | +8+3.8% | Added |
| CX Institutional | 217 | $119.0K | 0.01% | +46+26.9% | Added |
| Trust Co of Vermont | 210 | $115.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 208 | $114.0K | 0.02% | +20+10.6% | Added |
| Coastal Capital Group, Inc. | 192 | $106.0K | 0.03% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 191 | $105.0K | 0.00% | −897−82.4% | Reduced |
| Pin Oak Investment Advisors Inc | 191 | $105.0K | 0.11% | −288−60.1% | Reduced |
| Spectrum Management Group, LLC | 187 | $103.0K | 0.02% | −102−35.3% | Reduced |
| Savior LLC | 182 | $100.0K | 0.08% | −33−15.3% | Reduced |
| Private Capital Group, LLC | 177 | $97.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 183 | $92.0K | 0.01% | +183 | New |
| Tradition Wealth Management, LLC | 164 | $90.0K | 0.01% | +52+46.4% | Added |
| Glassman Wealth Services | 162 | $89.0K | 0.02% | +19+13.3% | Added |
| Toth Financial Advisory Corp | 156 | $86.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 150 | $82.0K | 0.06% | +150 | New |
| Kings Point Capital Management | 148 | $81.0K | 0.01% | −441−74.9% | Reduced |
| Tarbox Family Office, Inc. | 145 | $80.0K | 0.01% | +8+5.8% | Added |
| Solstein Capital, LLC | 136 | $75.0K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 135 | $74.0K | 0.00% | −16,736−99.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 132 | $73.0K | 0.03% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 131 | $72.0K | 0.04% | −1−0.8% | Reduced |
| BDO Wealth Advisors, LLC | 123 | $68.0K | 0.01% | −27−18.0% | Reduced |
| Manchester Capital Management LLC | 119 | $65.0K | 0.01% | +14+13.3% | Added |
| Farmers & Merchants Investments Inc | 115 | $63.0K | 0.00% | +3+2.7% | Added |
| Quantbot Technologies LP | 112 | $61.0K | 0.00% | +112 | New |
| Modus Advisors, LLC | 111 | $61.0K | 0.03% | +111 | New |
| HHM Wealth Advisors, LLC | 110 | $60.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $59.0K | 0.00% | −73−40.3% | Reduced |
| West Branch Capital LLC | 107 | $59.0K | 0.03% | +107 | New |
| Sonora Investment Management, LLC | 101 | $56.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 101 | $56.0K | 0.01% | +24+31.2% | Added |
| Centerpoint Advisors, LLC | 100 | $55.0K | 0.03% | −10−9.1% | Reduced |
| Delta Asset Management LLC | 100 | $55.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 95 | $52.2K | 0.06% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 93 | $51.0K | 0.02% | +93 | New |
| Earnest Partners LLC | 91 | $50.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 86 | $48.0K | 0.01% | −21−19.6% | Reduced |
| Itau Unibanco Holding S.A. | 86 | $47.0K | 0.00% | −1,038−92.3% | Reduced |
| Jones Financial Companies LLLP | 85 | $47.0K | 0.00% | −11−11.5% | Reduced |
| Caldwell Trust Co | 85 | $46.7K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 80 | $44.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $44.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $44.0K | 0.33% | +80 | New |
| Liberty Wealth Management LLC | 79 | $43.0K | 0.02% | +64+426.7% | Added |
| Disciplina Capital Management LLC | 77 | $42.3K | 0.01% | +11+16.7% | Added |
| Arlington Partners LLC | 76 | $42.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 75 | $41.0K | 0.00% | −350−82.4% | Reduced |
| GoalVest Advisory LLC | 75 | $41.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 75 | $41.0K | 0.08% | +3+4.2% | Added |
| Reilly Financial Advisors, LLC | 72 | $40.0K | 0.00% | +14+24.1% | Added |
| Bedel Financial Consulting, Inc. | 65 | $36.0K | 0.01% | +32+97.0% | Added |
| Clearview Wealth Advisors LLC | 62 | $34.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 61 | $34.0K | 0.02% | +20+48.8% | Added |
| SRS Capital Advisors, Inc. | 60 | $33.0K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 59 | $32.0K | 0.01% | −2−3.3% | Reduced |
| Investors Research Corp | 59 | $32.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 57 | $31.0K | 0.01% | −10−14.9% | Reduced |
| CVA Family Office, LLC | 55 | $30.0K | 0.01% | −85−60.7% | Reduced |
| Wolverine Asset Management LLC | 56 | $30.0K | 0.00% | −7−11.1% | Reduced |
| Harding Loevner LP | 54 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 54 | $30.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 54 | $30.0K | 0.02% | +54 | New |
| Center for Financial Planning, Inc. | 53 | $29.0K | 0.01% | −30−36.1% | Reduced |
| Allworth Financial LP | 52 | $29.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 51 | $28.0K | 0.00% | −11−17.7% | Reduced |
| Old Second National Bank of Aurora | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 50 | $27.0K | 0.00% | +19+61.3% | Added |
| CenterStar Asset Management, LLC | – | $25.0K | 0.03% | – | New |
