| Delos Wealth Advisors, LLC | 62 | $40.0K | 0.04% | +62 | New |
| JJJ Advisors Inc. | 63 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 65 | $42.0K | 0.01% | +2+3.2% | Added |
| Centerpoint Advisors, LLC | 70 | $45.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 73 | $47.0K | 0.00% | +5+7.4% | Added |
| AdvisorNet Financial, Inc | 73 | $47.0K | 0.00% | +12+19.7% | Added |
| Disciplina Capital Management LLC | 74 | $48.0K | 0.01% | −6−7.5% | Reduced |
| Reilly Financial Advisors, LLC | 78 | $51.0K | 0.00% | +6+8.3% | Added |
| Hall Laurie J Trustee | 80 | $52.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $52.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 80 | $52.0K | 0.01% | +80 | New |
| Maryland Capital Advisors Inc. | 82 | $53.0K | 0.04% | +82 | New |
| BDO Wealth Advisors, LLC | 83 | $54.0K | 0.01% | −25−23.1% | Reduced |
| Brewin Dolphin Ltd | 85 | $55.0K | 0.00% | −7,521−98.9% | Reduced |
| Magellan Asset Management Ltd | 84 | $55.0K | 0.00% | −266−76.0% | Reduced |
| Jones Financial Companies LLLP | 85 | $55.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $55.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 87 | $56.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 87 | $56.0K | 0.06% | +87 | New |
| Kelly Financial Services LLC | 87 | $56.5K | 0.03% | +31+55.4% | Added |
| Quantbot Technologies LP | 89 | $57.0K | 0.00% | −3,097−97.2% | Reduced |
| Private Capital Group, LLC | 88 | $57.0K | 0.01% | −96−52.2% | Reduced |
| Earnest Partners LLC | 91 | $59.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 94 | $60.0K | 0.01% | +54+135.0% | Added |
| Private Ocean, LLC | 94 | $61.0K | 0.01% | +24+34.3% | Added |
| SG3 Management, LLC | 100 | $65.0K | 0.01% | −250−71.4% | Reduced |
| Delta Asset Management LLC | 100 | $65.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 101 | $66.0K | 0.02% | +101 | New |
| Johnson Financial Group, Inc. | 103 | $67.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 107 | $69.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 107 | $69.0K | 0.01% | +107 | New |
| HHM Wealth Advisors, LLC | 110 | $71.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $72.0K | 0.00% | −531−82.7% | Reduced |
| TCTC Holdings, LLC | 116 | $75.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 115 | $75.0K | 0.00% | +115 | New |
| Equitec Proprietary Markets, LLC | 117 | $76.0K | 0.04% | +117 | New |
| Manchester Capital Management LLC | 120 | $78.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $78.0K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 124 | $80.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 125 | $81.0K | 0.04% | +23+22.5% | Added |
| Foresight Capital Management Advisors, Inc. | 128 | $83.0K | 0.08% | +128 | New |
| TD Ameritrade Investment Management, LLC | 129 | $84.0K | 0.00% | +105+437.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 130 | $84.0K | 0.02% | +130 | New |
| Jackson, Grant Investment Advisers, Inc. | 132 | $86.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 133 | $87.0K | 0.00% | +48+56.5% | Added |
| Covestor Ltd | 133 | $87.0K | 0.12% | +133 | New |
| Solstein Capital, LLC | 136 | $88.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $88.0K | 0.00% | +2+1.5% | Added |
| Tarbox Family Office, Inc. | 143 | $93.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 145 | $94.0K | 0.03% | +69+90.8% | Added |
| Alaethes Wealth LLC | 150 | $97.0K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 151 | $98.0K | 0.04% | −70−31.7% | Reduced |
| Future Financial Wealth Managment LLC | 155 | $98.0K | 0.08% | +155 | New |
| Confluence Wealth Services, Inc. | 155 | $100.0K | 0.03% | +155 | New |
| Kings Point Capital Management | 155 | $101.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 158 | $103.0K | 0.01% | +83+110.7% | Added |
| Newfound Research LLC | 164 | $106.0K | 0.13% | +72+78.3% | Added |
| Caas Capital Management LP | 167 | $108.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 174 | $113.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 179 | $116.0K | 0.02% | −2−1.1% | Reduced |
| Hillsdale Investment Management Inc. | 184 | $119.0K | 0.01% | +104+130.0% | Added |
| Spectrum Management Group, LLC | 187 | $121.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 187 | $121.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 189 | $123.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 192 | $125.0K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $132.0K | 0.10% | – | – |
| Carolinas Wealth Consulting LLC | 206 | $134.0K | 0.03% | −17−7.6% | Reduced |
| Trust Co of Vermont | 207 | $134.0K | 0.01% | +207 | New |
| KB Financial Partners, LLC | 206 | $134.0K | 0.04% | +206 | New |
| Seldon Capital LP | 206 | $134.0K | 0.09% | +206 | New |
| Byrne Asset Management LLC | 207 | $134.0K | 0.09% | +207 | New |
| Allworth Financial LP | 217 | $141.0K | 0.00% | −12−5.2% | Reduced |
| CoreCap Advisors, LLC | 221 | $143.0K | 0.01% | +221 | New |
| Carroll Investors, Inc | 223 | $143.0K | 0.08% | +223 | New |
| Cedar Wealth Management, LLC | 225 | $146.0K | 0.06% | +132+141.9% | Added |
| Brown Brothers Harriman & Co | 232 | $151.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 247 | $160.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 254 | $164.0K | 0.04% | −467−64.8% | Reduced |
| Sutton Wealth Advisors Inc. | 269 | $174.6K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 271 | $176.0K | 0.02% | −494−64.6% | Reduced |
| Clearstead Advisors, LLC | 279 | $181.0K | 0.01% | −78−21.8% | Reduced |
| Rockbridge Investment Management, LCC | 281 | $182.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 282 | $183.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 284 | $184.3K | 0.05% | +10+3.6% | Added |
| Liberty One Investment Management, LLC | 299 | $194.0K | 0.03% | −94−23.9% | Reduced |
| Roble, Belko & Company, Inc | 299 | $194.0K | 0.04% | −46−13.3% | Reduced |
| John W. Brooker & Co., CPAs | 300 | $195.0K | 0.10% | 00.0% | Unchanged |
| CSS LLC | 300 | $195.0K | 0.01% | +300 | New |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $196.0K | 0.00% | −100−25.0% | Reduced |
| CVA Family Office, LLC | 305 | $198.0K | 0.05% | +305 | New |
| Standard Family Office LLC | 307 | $199.0K | 1.77% | +307 | New |
| Legacy Financial Advisors, Inc. | 311 | $202.0K | 0.05% | +311 | New |
| Anfield Capital Management, LLC | 312 | $203.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 313 | $203.0K | 0.03% | −21−6.3% | Reduced |
| SP Asset Management | 352 | $206.0K | 0.02% | −343−49.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 321 | $208.0K | 0.02% | +321 | New |
| Parkside Financial Bank & Trust | 321 | $209.0K | 0.05% | +55+20.7% | Added |
| Kozak & Associates, Inc. | 394 | $210.0K | 0.13% | 00.0% | Unchanged |
| Investment House LLC | 328 | $213.0K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 328 | $213.0K | 0.04% | 00.0% | Unchanged |
