| Assetmark, Inc | 109 | $52.0K | 0.00% | +37+51.4% | Added |
| Kelly Lawrence W & Associates Inc | 110 | $53.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 117 | $56.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 120 | $57.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $57.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 119 | $57.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 122 | $58.0K | 0.00% | −3−2.4% | Reduced |
| Financial Perspectives, Inc | 122 | $58.4K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 125 | $60.0K | 0.00% | +76+155.1% | Added |
| Rosenberg Matthew Hamilton | 127 | $61.0K | 0.02% | +127 | New |
| Institutional & Family Asset Management, LLC | 130 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 130 | $62.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 132 | $63.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 133 | $64.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 135 | $64.7K | 0.01% | +117+650.0% | Added |
| Toth Financial Advisory Corp | 142 | $68.0K | 0.01% | +95+202.1% | Added |
| Rockbridge Investment Management, LCC | 150 | $72.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 153 | $73.0K | 0.00% | +5+3.4% | Added |
| Carroll Financial Associates, Inc. | 159 | $76.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 165 | $77.0K | 0.01% | +5+3.1% | Added |
| First Pacific Advisors, LP | 165 | $79.0K | 0.00% | +165 | New |
| Kings Point Capital Management | 170 | $81.0K | 0.01% | +14+9.0% | Added |
| Huntington National Bank | 173 | $83.0K | 0.00% | +16+10.2% | Added |
| American Research & Management Co. | 175 | $84.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 180 | $86.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 180 | $86.2K | 0.00% | −1−0.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 175 | $87.0K | 0.04% | +75+75.0% | Added |
| TCTC Holdings, LLC | 185 | $89.0K | 0.00% | +185 | New |
| Bessemer Group Inc | 194 | $93.0K | 0.00% | +124+177.1% | Added |
| Bollard Group LLC | 197 | $94.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $96.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 205 | $98.0K | 0.01% | −7−3.3% | Reduced |
| BBVA USA | 211 | $101.0K | 0.01% | −22−9.4% | Reduced |
| Ellevest, Inc. | 213 | $102.0K | 0.01% | +1+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 215 | $103.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 225 | $108.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 227 | $109.0K | 0.01% | +227 | New |
| M&G Investment Management Ltd | 242 | $116.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 242 | $116.0K | 0.02% | +5+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 250 | $120.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 250 | $120.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 250 | $120.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 262 | $125.0K | 0.03% | +193+279.7% | Added |
| Wolff Wiese Magana LLC | 276 | $132.0K | 0.09% | −8−2.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 279 | $134.0K | 0.08% | 00.0% | Unchanged |
| Blackstone Group Inc. | 293 | $140.0K | 0.00% | +293 | New |
| Vectors Research Management, LLC | 295 | $141.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 300 | $143.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 301 | $144.0K | 0.03% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 300 | $144.0K | 0.05% | +300 | New |
| Creative Financial Designs Inc | 303 | $145.0K | 0.02% | +3+1.0% | Added |
| FourThought Financial, LLC | 333 | $159.0K | 0.02% | −33−9.0% | Reduced |
| First Horizon Advisors, Inc. | 341 | $163.0K | 0.01% | −14−3.9% | Reduced |
| Penserra Capital Management LLC | 343 | $164.0K | 0.00% | +33+10.6% | Added |
| Aua Capital Management, LLC | 350 | $168.0K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 346 | $168.0K | 0.06% | +250+260.4% | Added |
| Cullen/Frost Bankers, Inc. | 360 | $172.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 362 | $173.0K | 0.05% | +100+38.2% | Added |
| Harbour Investments, Inc. | 385 | $185.0K | 0.01% | +3+0.8% | Added |
| Brown Brothers Harriman & Co | 401 | $192.0K | 0.00% | +70+21.1% | Added |
| Exencial Wealth Advisors, LLC | 421 | $202.0K | 0.01% | +421 | New |
| Homrich & Berg | 423 | $203.0K | 0.00% | +423 | New |
| Portland Global Advisors LLC | 424 | $203.0K | 0.04% | +424 | New |
| Pittenger & Anderson Inc | 425 | $204.0K | 0.01% | +20+4.9% | Added |
| Loomis Sayles & Co L P | 429 | $205.0K | 0.00% | +70+19.5% | Added |
| Pegasus Partners Ltd. | 429 | $205.0K | 0.04% | +429 | New |
| Axiom Investment Management LLC | 432 | $206.0K | 0.21% | +432 | New |
| Mission Wealth Management, LP | 434 | $208.0K | 0.01% | +434 | New |
| YorkBridge Wealth Partners, LLC | 439 | $210.0K | 0.05% | +439 | New |
| Golden State Wealth Management, LLC | 440 | $211.0K | 0.05% | +440 | New |
| Vista Wealth Management Group, LLC | 441 | $211.0K | 0.04% | +441 | New |
| Brewin Dolphin Ltd | 445 | $213.2K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 450 | $216.0K | 0.16% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 451 | $216.0K | 0.02% | +451 | New |
| Quadrant Capital Group LLC | 454 | $217.0K | 0.03% | +1+0.2% | Added |
| Jefferies Group LLC | 455 | $217.9K | 0.01% | −196,580−99.8% | Reduced |
| Northwest Investment Counselors, LLC | 457 | $219.0K | 0.06% | +457 | New |
| Aspiriant, LLC | 459 | $220.0K | 0.01% | +459 | New |
| Monticello Wealth Management, LLC | 463 | $222.0K | 0.02% | +463 | New |
| State of Wyoming | 465 | $223.0K | 0.14% | −149−24.3% | Reduced |
| Siemens Fonds Invest GmbH | 465 | $223.0K | 0.01% | +465 | New |
| Hilltop Holdings Inc. | 467 | $224.0K | 0.02% | +467 | New |
| First Affirmative Financial Network | 474 | $227.0K | 0.23% | +474 | New |
| Violich Capital Management, Inc. | 475 | $228.0K | 0.04% | +475 | New |
| X-Square Capital, LLC | 487 | $229.0K | 0.12% | +487 | New |
| Opal Wealth Advisors, LLC | 482 | $231.0K | 0.22% | +482 | New |
| Fosun International Ltd | 490 | $232.0K | 0.01% | +490 | New |
| Personal Capital Advisors Corp | 486 | $233.0K | 0.00% | +486 | New |
| Keudell/Morrison Wealth Management | 489 | $234.0K | 0.10% | +489 | New |
| Alpha Paradigm Partners, LLC | 490 | $235.0K | 0.09% | −668−57.7% | Reduced |
| Global Retirement Partners, LLC | 491 | $235.0K | 0.02% | +70+16.6% | Added |
| Crestwood Advisors Group LLC | 491 | $235.0K | 0.01% | +491 | New |
| People's United Financial, Inc. | 495 | $237.0K | 0.01% | +495 | New |
| Intersect Capital LLC | 495 | $237.0K | 0.04% | +495 | New |
| SlateStone Wealth, LLC | 495 | $237.0K | 0.05% | +495 | New |
| Evercore Wealth Management, LLC | 496 | $238.0K | 0.00% | +496 | New |
| Maven Securities LTD | 497 | $238.0K | 0.03% | +497 | New |
| Caisse de Depot Et Placement du Quebec | 500 | $239.0K | 0.00% | +500 | New |
| Ropes Wealth Advisors LLC | 500 | $240.0K | 0.04% | −523−51.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 502 | $240.0K | 0.06% | +502 | New |