| Atlas Capital Advisors LLC | 43 | $30.4K | 0.00% | +43 | New |
| Snowden Capital Advisors LLC | 46 | $32.0K | 0.00% | +46 | New |
| Carolinas Wealth Consulting LLC | 47 | $33.0K | 0.01% | −4−7.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $34.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 49 | $34.6K | 0.00% | −10−16.9% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $35.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 50 | $35.0K | 0.01% | +50 | New |
| RGT Wealth Advisors, LLC | 50 | $35.0K | 0.01% | +50 | New |
| AdvisorNet Financial, Inc | 51 | $36.0K | 0.00% | +4+8.5% | Added |
| Heritage Wealth Advisors | 52 | $37.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 53 | $37.0K | 0.00% | +20+60.6% | Added |
| Loomis Sayles & Co L P | 56 | $40.0K | 0.00% | −23−29.1% | Reduced |
| HM Payson & Co | 58 | $41.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $48.0K | 0.00% | −53−43.8% | Reduced |
| Brewin Dolphin Ltd | 68 | $48.0K | 0.00% | +40+142.9% | Added |
| Seldon Capital LP | 68 | $48.0K | 0.03% | +68 | New |
| Total Clarity Wealth Management, Inc. | 70 | $49.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 70 | $49.0K | 0.00% | +47+204.3% | Added |
| CVA Family Office, LLC | 70 | $49.0K | 0.01% | +70 | New |
| Concord Wealth Partners | 95 | $67.0K | 0.02% | +37+63.8% | Added |
| Pinnacle Bancorp, Inc. | 96 | $68.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 96 | $68.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $70.6K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $71.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $71.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $71.0K | 0.14% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 102 | $72.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $72.0K | 0.10% | +101 | New |
| RE Advisers Corp | 103 | $73.0K | 0.00% | +23+28.7% | Added |
| Tyler-Stone Wealth Management | 103 | $73.0K | 0.04% | +103 | New |
| Lakeview Capital Partners, LLC | 32,396 | $75.0K | 0.04% | −97−0.3% | Reduced |
| Zullo Investment Group, Inc. | 109 | $77.0K | 0.04% | +109 | New |
| Glassman Wealth Services | 115 | $81.0K | 0.01% | +9+8.5% | Added |
| Parkside Financial Bank & Trust | 116 | $82.0K | 0.02% | +2+1.8% | Added |
| Tilia Fiduciary Partners, Inc. | 129 | $91.0K | 0.07% | +129 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 139 | $98.0K | 0.00% | +6+4.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $99.0K | 0.05% | +140 | New |
| Hall Laurie J Trustee | 145 | $102.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 145 | $102.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 145 | $102.0K | 0.07% | +145 | New |
| Manchester Capital Management LLC | 150 | $106.0K | 0.01% | −15−9.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 150 | $106.0K | 0.03% | −15−9.1% | Reduced |
| TCI Wealth Advisors, Inc. | 150 | $106.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 152 | $107.0K | 0.13% | +152 | New |
| Covington Capital Management | 154 | $109.0K | 0.00% | +50+48.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 166 | $117.0K | 0.01% | +166 | New |
| Harbor Investment Advisory, LLC | 167 | $118.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 179 | $126.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $126.0K | 0.02% | +51+39.8% | Added |
| Brown Brothers Harriman & Co | 183 | $129.0K | 0.00% | +29+18.8% | Added |
| City Holding Co | 200 | $130.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 187 | $132.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 193 | $136.0K | 0.01% | −57−22.8% | Reduced |
| AIA Group Ltd | 192 | $136.0K | 0.01% | +192 | New |
| American Research & Management Co. | 200 | $141.0K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $141.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 206 | $145.0K | 0.01% | +206 | New |
| GeoWealth Management, LLC | 207 | $146.0K | 0.01% | +28+15.6% | Added |
| TD Private Client Wealth LLC | 209 | $147.6K | 0.01% | +4+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 222 | $157.0K | 0.04% | −2−0.9% | Reduced |
| Quent Capital, LLC | 223 | $157.0K | 0.03% | +223 | New |
| Dougherty Wealth Advisers LLC | 236 | $167.0K | 0.23% | 00.0% | Unchanged |
| Proequities, Inc. | 259 | $183.0K | 0.01% | +8+3.2% | Added |
| Geneos Wealth Management Inc. | 269 | $189.0K | 0.01% | −6−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 268 | $190.0K | 0.01% | +268 | New |
| Perennial Investment Advisors, LLC | 283 | $200.0K | 0.06% | +283 | New |
| Alphasimplex Group, LLC | 285 | $201.0K | 0.34% | −574−66.8% | Reduced |
| Jones Financial Companies LLLP | 284 | $201.0K | 0.00% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 285 | $201.0K | 0.01% | +285 | New |
| Legacy Financial Advisors, Inc. | 285 | $201.0K | 0.05% | +285 | New |
| QCM Cayman, Ltd. | 291 | $206.0K | 1.25% | +291 | New |
| Riverwater Partners LLC | 291 | $206.0K | 0.18% | +291 | New |
| Signature Estate & Investment Advisors LLC | 295 | $208.0K | 0.01% | +295 | New |
| Avaii Wealth Management, LLC | 294 | $208.0K | 0.21% | +294 | New |
| Fruth Investment Management | 300 | $211.0K | 0.06% | +300 | New |
| Echo45 Advisors LLC | 299 | $211.0K | 0.17% | +299 | New |
| Carroll Financial Associates, Inc. | 307 | $212.0K | 0.01% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 300 | $212.0K | 0.10% | +300 | New |
| Two Sigma Securities, LLC | 301 | $213.0K | 0.04% | +301 | New |
| Fort Point Capital Partners LLC | 302 | $213.0K | 0.03% | +302 | New |
| Opal Wealth Advisors, LLC | 301 | $213.0K | 0.13% | +301 | New |
| Penserra Capital Management LLC | 304 | $214.0K | 0.00% | +58+23.6% | Added |
| Global Trust Asset Management, LLC | 303 | $214.0K | 0.08% | +300+10,000.0% | Added |
| State of Wyoming | 305 | $215.0K | 0.10% | +97+46.6% | Added |
| Cypress Asset Management Inc | 305 | $215.0K | 0.05% | +305 | New |
| Capital Investment Advisory Services, LLC | 307 | $217.0K | 0.03% | +307 | New |
| Pinnacle Wealth Planning Services, Inc. | 308 | $217.0K | 0.04% | +308 | New |
| NEXT Financial Group, Inc | 309 | $218.0K | 0.01% | +293+1,831.3% | Added |
| Procyon Private Wealth Partners, LLC | 309 | $218.0K | 0.05% | +309 | New |
| SPC Financial, Inc. | 310 | $219.0K | 0.02% | +310 | New |
| Vestmark Advisory Solutions, Inc. | 311 | $220.0K | 0.01% | +311 | New |
| Perigon Wealth Management, LLC | 313 | $221.0K | 0.02% | +313 | New |
| Logan Capital Management Inc | 315 | $223.0K | 0.01% | +300+2,000.0% | Added |
| GraniteShares Advisors LLC | 318 | $224.0K | 0.10% | +318 | New |
| Steigerwald, Gordon & Koch Inc. | 320 | $226.0K | 0.03% | +320 | New |
| Personal Capital Advisors Corp | 321 | $227.0K | 0.00% | +321 | New |
| TRUE Private Wealth Advisors | 322 | $227.0K | 0.03% | +322 | New |
| Savant Capital, LLC | 325 | $229.0K | 0.01% | +325 | New |
| Avestar Capital, LLC | 325 | $230.0K | 0.04% | −11−3.3% | Reduced |
