| United Asset Strategies, Inc. | 580 | $225.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 546 | $225.7K | 0.00% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 580 | $225.7K | 0.04% | +580 | New |
| NWF Advisory Services Inc. | 578 | $224.9K | 0.02% | −45−7.2% | Reduced |
| Freestone Capital Holdings, LLC | 575 | $223.7K | 0.01% | +575 | New |
| Octavia Wealth Advisors, LLC | 573 | $222.9K | 0.02% | −23−3.9% | Reduced |
| Northwest Bancshares, Inc. | 573 | $222.9K | 0.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 573 | $222.9K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 572 | $222.5K | 0.02% | +572 | New |
| RB Capital Management, LLC | 569 | $221.3K | 0.04% | +569 | New |
| Cornerstone Wealth Management, LLC | 567 | $220.7K | 0.01% | +567 | New |
| Patton Fund Management, Inc. | 566 | $220.2K | 0.03% | −320−36.1% | Reduced |
| Merrion Investment Management Co, LLC | 566 | $220.2K | 0.12% | +566 | New |
| L2 Asset Management, LLC | 566 | $220.2K | 0.03% | +566 | New |
| Brown Miller Wealth Management, LLC | 565 | $219.8K | 0.06% | +565 | New |
| Advisortrust Partners, LLC | 565 | $219.8K | 0.10% | +565 | New |
| Farmers & Merchants Trust Co of Long Beach | 564 | $219.4K | 0.05% | +564 | New |
| Fagan Associates, Inc. | 561 | $218.3K | 0.03% | +561 | New |
| Pring Turner Capital Group Inc | 560 | $217.9K | 0.13% | +560 | New |
| Parkside Financial Bank & Trust | 559 | $217.5K | 0.02% | −61−9.8% | Reduced |
| Wellspring Financial Advisors, LLC | 559 | $217.4K | 0.02% | +559 | New |
| Gerber Kawasaki Wealth & Investment Management | 558 | $217.2K | 0.01% | +558 | New |
| First Command Advisory Services, Inc. | 556 | $216.3K | 0.00% | +213+62.1% | Added |
| Ingalls & Snyder LLC | 554 | $216.0K | 0.01% | +554 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 553 | $215.2K | 0.01% | +553 | New |
| CoreCap Advisors, LLC | 553 | $215.2K | 0.01% | −2−0.4% | Reduced |
| Great Diamond Partners, LLC | 552 | $214.8K | 0.04% | +552 | New |
| Seamount Financial Group Inc | 550 | $214.0K | 0.10% | −50−8.3% | Reduced |
| Wealth Watch Advisors, INC | 550 | $214.0K | 0.08% | +12+2.2% | Added |
| First Interstate Bank | 550 | $214.0K | 0.01% | +550 | New |
| Forefront Wealth Partners, LLC | 550 | $214.0K | 0.10% | +550 | New |
| Cidel Asset Management Inc | 549 | $213.6K | 0.02% | +549 | New |
| Integrity Advisory Solutions, LLC | 549 | $213.6K | 0.03% | −202−26.9% | Reduced |
| Retirement Investment Advisors, Inc. | 548 | $213.2K | 0.02% | +548 | New |
| Accurate Wealth Management, LLC | 519 | $213.0K | 0.03% | +519 | New |
| Banque de Luxembourg S.A. | 547 | $212.8K | 0.10% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 545 | $212.0K | 0.06% | +545 | New |
| Evergreen Capital Management LLC | 541 | $210.5K | 0.00% | +541 | New |
| Abel Hall, LLC | 540 | $210.1K | 0.05% | +540 | New |
| Fukoku Mutual Life Insurance Co | 539 | $209.7K | 0.01% | +539 | New |
| PCG Asset Management, LLC | 537 | $209.5K | 0.17% | +537 | New |
| Boston Trust Walden Corp | 538 | $209.3K | 0.00% | +538 | New |
| Southern Capital Advisors, LLC | 537 | $208.9K | 0.10% | +537 | New |
| Goldenstone Wealth Management LLC | 537 | $208.9K | 0.16% | +537 | New |
| Northstar Advisory Group, LLC | 536 | $208.5K | 0.07% | +536 | New |
| Canopy Partners, LLC | 535 | $208.2K | 0.07% | +535 | New |
| Smithfield Trust Co | 532 | $207.0K | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 534 | $207.0K | 0.06% | +534 | New |
| NBT Bank N A | 530 | $206.2K | 0.01% | −45−7.8% | Reduced |
| City State Bank | 530 | $206.2K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 529 | $205.7K | 0.05% | +529 | New |
| Walker Asset Management, LLC | 529 | $205.6K | 0.11% | +529 | New |
| Howard Bailey Securities, LLC | 528 | $205.4K | 0.08% | −194−26.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 528 | $205.4K | 0.04% | +528 | New |
| MQS Management LLC | 528 | $205.4K | 0.12% | +528 | New |
| American Trust | 528 | $205.4K | 0.02% | +528 | New |
| Heritage Wealth Management, Inc. | 526 | $204.7K | 0.06% | +526 | New |
| City Holding Co | 520 | $202.3K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 520 | $202.3K | 0.05% | +520 | New |
| KCM Investment Advisors LLC | 517 | $201.0K | 0.01% | +517 | New |
| AdvisorNet Financial, Inc | 513 | $199.6K | 0.01% | +10+2.0% | Added |
| South Dakota Investment Council | 500 | $195.0K | 0.00% | −100−16.7% | Reduced |
| Monetary Management Group Inc | 500 | $194.5K | 0.04% | +500 | New |
| TFC Financial Management | 499 | $194.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 497 | $193.4K | 0.02% | +227+84.1% | Added |
| Zions Bancorporation, National Association | 484 | $188.3K | 0.01% | +68+16.3% | Added |
| Tompkins Financial Corp | 481 | $187.1K | 0.01% | −35−6.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 474 | $184.4K | 0.02% | +145+44.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 452 | $175.9K | 0.03% | +12+2.7% | Added |
| S&T Bank | 450 | $175.1K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 440 | $171.2K | 0.03% | +204+86.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 430 | $167.3K | 0.06% | +339+372.5% | Added |
| Coastline Trust Co | 414 | $161.1K | 0.02% | −86−17.2% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 408 | $158.7K | 2.30% | +408 | New |
| SBI Securities Co., Ltd. | 405 | $157.6K | 0.00% | +288+246.2% | Added |
| Rothschild Investment LLC | 402 | $156.3K | 0.01% | +8+2.0% | Added |
| Estabrook Capital Management | 400 | $155.6K | 0.02% | −240−37.5% | Reduced |
| Thompson Investment Management, Inc. | 400 | $155.6K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 399 | $155.0K | 0.02% | +106+36.2% | Added |
| Eq Wealth Advisors, LLC | 393 | $152.9K | 0.09% | +393 | New |
| Trust Co of Toledo NA | 380 | $147.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 374 | $145.5K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 372 | $144.9K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 372 | $144.7K | 0.01% | +372 | New |
| Bryn Mawr Trust Co | 362 | $140.8K | 0.00% | −345−48.8% | Reduced |
| Navigoe, LLC | 353 | $137.0K | 0.08% | 00.0% | Unchanged |
| Modus Advisors, LLC | 332 | $129.2K | 0.03% | +332 | New |
| Onefund, LLC | 331 | $128.8K | 0.08% | +20+6.4% | Added |
| Cromwell Holdings LLC | 328 | $127.6K | 0.07% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 326 | $126.8K | 0.09% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 326 | $126.8K | 0.13% | +326 | New |
| Nemes Rush Group LLC | 320 | $124.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 304 | $118.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 296 | $115.2K | 0.02% | +21+7.6% | Added |
| Keating Financial Advisory Services, Inc. | 288 | $112.1K | 0.02% | +288 | New |
| 1620 Investment Advisors, Inc. | 287 | $111.7K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 285 | $110.9K | 0.01% | −9−3.1% | Reduced |
| Sentry Investment Management LLC | 274 | $107.0K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 262 | $101.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 260 | $101.2K | 0.01% | +5+2.0% | Added |
