| Bradley & Co. Private Wealth Management, LLC | 342 | $163.0K | 0.18% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 326 | $155.0K | 0.01% | +6+1.9% | Added |
| First Personal Financial Services | 315 | $150.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 305 | $145.0K | 0.02% | −542−64.0% | Reduced |
| John W. Brooker & Co., CPAs | 300 | $143.0K | 0.09% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 299 | $142.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 288 | $139.0K | 0.01% | −181−38.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 292 | $139.0K | 0.02% | +8+2.8% | Added |
| Glen Eagle Advisors, LLC | 285 | $135.5K | 0.04% | +6+2.2% | Added |
| Sutton Wealth Advisors Inc. | 285 | $135.5K | 0.05% | +10+3.6% | Added |
| Total Clarity Wealth Management, Inc. | 283 | $135.0K | 0.07% | +283 | New |
| Glassman Wealth Services | 267 | $127.0K | 0.03% | +53+24.8% | Added |
| Crewe Advisors LLC | 259 | $123.0K | 0.03% | +259 | New |
| Carolinas Wealth Consulting LLC | 251 | $119.0K | 0.03% | +36+16.7% | Added |
| Cedar Wealth Management, LLC | 249 | $118.0K | 0.05% | +16+6.9% | Added |
| Endurance Wealth Management, Inc. | 247 | $117.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 247 | $117.0K | 0.01% | +80+47.9% | Added |
| KB Financial Partners, LLC | 233 | $111.0K | 0.04% | −3−1.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 230 | $109.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 226 | $107.0K | 0.02% | +7+3.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 214 | $102.0K | 0.00% | −153−41.7% | Reduced |
| Tradition Wealth Management, LLC | 214 | $102.0K | 0.01% | +25+13.2% | Added |
| State of Wyoming | 207 | $98.0K | 0.06% | −441−68.1% | Reduced |
| Seldon Capital LP | 206 | $98.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $96.0K | 0.10% | – | – |
| Trust Co of Vermont | 201 | $96.0K | 0.01% | +201 | New |
| Montag A & Associates Inc | 183 | $87.0K | 0.01% | +100+120.5% | Added |
| Toth Financial Advisory Corp | 180 | $86.0K | 0.01% | +5+2.9% | Added |
| Pin Oak Investment Advisors Inc | 174 | $83.0K | 0.10% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 173 | $82.0K | 0.02% | +43+33.1% | Added |
| CX Institutional | 171 | $81.0K | 0.01% | +171 | New |
| Simplex Trading, LLC | 170 | $80.0K | 0.00% | −10,560−98.4% | Reduced |
| Mizuho Securities Co. Ltd. | 120 | $78.0K | 0.02% | −320−72.7% | Reduced |
| CoreCap Advisors, LLC | 157 | $75.0K | 0.01% | +157 | New |
| Hazlett, Burt & Watson, Inc. | 153 | $72.0K | 0.07% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 152 | $72.0K | 0.01% | +152 | New |
| Arlington Partners LLC | 145 | $69.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 145 | $69.0K | 0.02% | +29+25.0% | Added |
| Solstein Capital, LLC | 136 | $65.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 135 | $64.0K | 0.02% | −57−29.7% | Reduced |
| HHM Wealth Advisors, LLC | 134 | $64.0K | 0.02% | +24+21.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 132 | $63.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 134 | $63.0K | 0.04% | +134 | New |
| Urban Wealth Management, LLC | 124 | $59.0K | 0.20% | +124 | New |
| GW&K Investment Management, LLC | 119 | $57.0K | 0.00% | −67−36.0% | Reduced |
| Farmers & Merchants Investments Inc | 118 | $56.0K | 0.00% | −9−7.1% | Reduced |
| Ronald Blue Trust, Inc. | 98 | $54.0K | 0.00% | +98 | New |
| Riverview Trust Co | 109 | $52.0K | 0.05% | −19−14.8% | Reduced |
| Spectrum Management Group, LLC | 110 | $52.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 108 | $51.0K | 0.04% | −23−17.6% | Reduced |
| West Branch Capital LLC | 107 | $51.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 105 | $50.0K | 0.00% | +2+1.9% | Added |
| BDO Wealth Advisors, LLC | 103 | $49.0K | 0.01% | +20+24.1% | Added |
| GHP Investment Advisors, Inc. | 100 | $48.0K | 0.00% | −46−31.5% | Reduced |
| Siena Capital LLC | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 101 | $48.0K | 0.03% | −2−1.9% | Reduced |
| Howe & Rusling Inc | 96 | $46.0K | 0.01% | +96 | New |
| Rockbridge Investment Management, LCC | 96 | $45.6K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 93 | $44.0K | 0.01% | +15+19.2% | Added |
| Earnest Partners LLC | 91 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 90 | $43.0K | 0.00% | +5+5.9% | Added |
| JJJ Advisors Inc. | 92 | $41.0K | 0.01% | +1+1.1% | Added |
| Financial Connections Group, Inc. | 87 | $41.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $40.4K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 85 | $40.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 83 | $39.5K | 0.02% | +2+2.5% | Added |
| Maryland Capital Advisors Inc. | 82 | $39.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 80 | $38.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $38.0K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 77 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 74 | $35.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 73 | $35.0K | 0.00% | +73 | New |
| MV Capital Management, Inc. | 72 | $34.0K | 0.01% | +15+26.3% | Added |
| Private Ocean, LLC | 70 | $33.0K | 0.01% | −23−24.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $33.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 70 | $33.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 67 | $32.0K | 0.00% | −100−59.9% | Reduced |
| BerganKDV Wealth Management, LLC | 68 | $32.0K | 0.00% | −1−1.4% | Reduced |
| Bell Investment Advisors, Inc | 63 | $30.0K | 0.01% | +63 | New |
| JFS Wealth Advisors, LLC | 62 | $29.0K | 0.00% | +3+5.1% | Added |
| Tortoise Investment Management, LLC | 62 | $29.0K | 0.01% | +22+55.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 60 | $29.0K | 0.01% | +60 | New |
| Stonebridge Capital Advisors LLC | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 54 | $26.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 53 | $25.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 49 | $23.0K | 0.02% | +21+75.0% | Added |
| Financial Management Professionals, Inc. | 47 | $22.0K | 0.01% | +25+113.6% | Added |
| Lake Point Wealth Management | 46 | $22.0K | 0.01% | +46 | New |
| Hartford Financial Management Inc. | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $19.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $18.5K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 37 | $18.0K | 0.01% | −51−58.0% | Reduced |
| Atticus Wealth Management, LLC | 38 | $18.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 38 | $18.0K | 0.00% | +38 | New |
| RWM Asset Management, LLC | 36 | $17.0K | 0.00% | −124−77.5% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $17.0K | 0.00% | −10−21.7% | Reduced |
