| Tortoise Investment Management, LLC | 1,229 | $170.1K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,200 | $166.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,115 | $154.3K | 0.12% | +1,115 | New |
| Alta Advisers Ltd | 1,100 | $152.2K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,093 | $151.2K | 0.00% | +885+425.5% | Added |
| Whittier Trust Co | 1,081 | $149.6K | 0.00% | −41−3.7% | Reduced |
| Tradition Wealth Management, LLC | 1,056 | $146.0K | 0.02% | −2−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,050 | $145.5K | 0.00% | +67+6.8% | Added |
| Bartlett & Co. LLC | 1,050 | $145.0K | 0.00% | +67+6.8% | Added |
| Pacific Center for Financial Services | 1,038 | $143.7K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,000 | $138.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 980 | $135.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 961 | $133.0K | 0.00% | +86+9.8% | Added |
| Farther Finance Advisors, LLC | 953 | $131.8K | 0.01% | +569+148.2% | Added |
| Harbor Investment Advisory, LLC | 940 | $130.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 919 | $127.2K | 0.00% | +76+9.0% | Added |
| Manchester Capital Management LLC | 901 | $124.7K | 0.02% | +44+5.1% | Added |
| CVA Family Office, LLC | 890 | $123.2K | 0.02% | +890 | New |
| EverSource Wealth Advisors, LLC | 888 | $122.8K | 0.01% | +73+9.0% | Added |
| SYSTM Wealth Solutions LLC | 843 | $116.7K | 0.02% | +843 | New |
| Sandy Spring Bank | 840 | $116.2K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 838 | $115.8K | 0.00% | +838 | New |
| CNB Bank | 800 | $110.7K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 759 | $105.0K | 0.01% | +25+3.4% | Added |
| SRS Capital Advisors, Inc. | 750 | $103.8K | 0.01% | +4+0.5% | Added |
| Fairfield, Bush & Co. | 740 | $102.4K | 0.06% | +740 | New |
| Globeflex Capital L P | 700 | $96.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 681 | $94.2K | 0.00% | +19+2.9% | Added |
| First United Bank Trust | 679 | $94.0K | 0.04% | +679 | New |
| China Universal Asset Management Co., Ltd. | 677 | $93.7K | 0.02% | −592−46.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 677 | $93.7K | 0.01% | +197+41.0% | Added |
| Loomis Sayles & Co L P | 666 | $92.0K | 0.00% | −600−47.4% | Reduced |
| Lindbrook Capital, LLC | 663 | $91.8K | 0.01% | −23−3.4% | Reduced |
| Global Retirement Partners, LLC | 658 | $90.2K | 0.00% | −125−16.0% | Reduced |
| Brown Brothers Harriman & Co | 515 | $71.3K | 0.00% | −30−5.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 500 | $69.0K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 465 | $64.4K | 0.03% | +118+34.0% | Added |
| Capital Advisors, Ltd. LLC | 466 | $64.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 441 | $61.0K | 0.05% | +441 | New |
| CoreFirst Bank & Trust | 427 | $59.1K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 416 | $57.6K | 0.01% | +10+2.5% | Added |
| Kozak & Associates, Inc. | 399 | $54.7K | 0.02% | +1+0.3% | Added |
| Wormser Freres Gestion | 368 | $50.9K | 0.04% | +368 | New |
| McGlone Suttner Wealth Management, Inc. | 368 | $50.9K | 0.01% | +368 | New |
| First Financial Corp | 335 | $46.4K | 0.02% | −335−50.0% | Reduced |
| Core Alternative Capital | 328 | $45.4K | 0.01% | −476−59.2% | Reduced |
| Catalyst Capital Advisors LLC | 320 | $44.3K | 0.00% | +67+26.5% | Added |
| Front Row Advisors LLC | 310 | $42.9K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $41.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 367 | $41.0K | 0.00% | +43+13.3% | Added |
| Hexagon Capital Partners LLC | 276 | $38.2K | 0.01% | +22+8.7% | Added |
| Twin Lakes Capital Management, LLC | 270 | $37.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 266 | $36.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 263 | $36.4K | 0.02% | −123−31.9% | Reduced |
| Capital Analysts, LLC | 250 | $35.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 251 | $34.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 251 | $34.7K | 0.02% | +74+41.8% | Added |
| Arrow Financial Corp | 249 | $34.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 252 | $34.0K | 0.01% | +41+19.4% | Added |
| Paloma Partners Management Co | 241 | $33.4K | 0.01% | −5,485−95.8% | Reduced |
| Geneos Wealth Management Inc. | 240 | $33.2K | 0.00% | +83+52.9% | Added |
| Gradient Investments LLC | 232 | $32.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $29.1K | 0.01% | +210 | New |
| Piscataqua Savings Bank | 210 | $29.1K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 195 | $27.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 191 | $26.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 188 | $26.0K | 0.01% | +188 | New |
| Impact Partnership Wealth, LLC | 183 | $25.3K | 0.01% | −3,057−94.4% | Reduced |
| Grove Bank & Trust | 175 | $24.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 173 | $23.9K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 169 | $23.4K | 0.01% | +169 | New |
| Turtle Creek Wealth Advisors, LLC | 168 | $23.3K | 0.01% | +168 | New |
| Covestor Ltd | 164 | $23.0K | 0.02% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 155 | $21.5K | 0.00% | +23+17.4% | Added |
| Prestige Wealth Management Group LLC | 154 | $21.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 152 | $21.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $20.6K | 0.00% | −4−2.6% | Reduced |
| Bogart Wealth, LLC | 148 | $20.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 147 | $20.3K | 0.00% | +138+1,533.3% | Added |
| ICA Group Wealth Management, LLC | 144 | $19.9K | 0.00% | +144 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $19.2K | 0.01% | +10+7.8% | Added |
| Wetzel Investment Advisors, Inc. | 131 | $18.0K | 0.01% | +131 | New |
| Zions Bancorporation, N.A. | 130 | $18.0K | 0.00% | −295−69.4% | Reduced |
| RFP Financial Group LLC | 126 | $17.4K | 0.01% | +43+51.8% | Added |
| AdvisorNet Financial, Inc | 126 | $17.4K | 0.00% | +80+173.9% | Added |
| Avalon Trust Co | 125 | $17.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 121 | $16.7K | 0.02% | +121 | New |
| Transcendent Capital Group LLC | 115 | $15.9K | 0.01% | +115 | New |
| Private Wealth Management Group, LLC | 113 | $15.6K | 0.01% | +113 | New |
| Ogorek Anthony Joseph | 114 | $15.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $15.0K | 0.00% | +5+4.7% | Added |
| Fortitude Family Office, LLC | 107 | $14.8K | 0.01% | +107 | New |
| Costello Asset Management, INC | 106 | $14.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 101 | $14.0K | 0.00% | +101 | New |
| Cetera Trust Company, N.A | 100 | $13.8K | 0.01% | +100 | New |
| MV Capital Management, Inc. | 98 | $13.6K | 0.00% | +5+5.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 98 | $13.6K | 0.00% | +38+63.3% | Added |
| Clearstead Advisors, LLC | 95 | $13.1K | 0.00% | +23+31.9% | Added |
| Versant Capital Management, Inc | 95 | $13.1K | 0.00% | −13−12.0% | Reduced |