| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 845 | $256.8K | 0.01% | +845 | New |
| Vantage Consulting Group Inc | 841 | $255.6K | 0.15% | +33+4.1% | Added |
| Syntax Advisors, LLC | 841 | $255.6K | 0.19% | +33+4.1% | Added |
| Heck Capital Advisors, LLC | 840 | $255.3K | 0.05% | +27+3.3% | Added |
| Great Diamond Partners, LLC | 836 | $254.1K | 0.07% | −13−1.5% | Reduced |
| First Hawaiian Bank | 832 | $252.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 828 | $251.7K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 825 | $250.8K | 0.03% | +9+1.1% | Added |
| Horizon Investments, LLC | 822 | $249.8K | 0.01% | +18+2.2% | Added |
| Veritable, L.P. | 813 | $247.1K | 0.00% | −151−15.7% | Reduced |
| Ieq Capital, LLC | 809 | $245.9K | 0.01% | +97+13.6% | Added |
| Private Advisor Group, LLC | 805 | $244.7K | 0.00% | +805 | New |
| Gilman Hill Asset Management, LLC | 800 | $243.2K | 0.05% | −425−34.7% | Reduced |
| Atlas Wealth LLC | 800 | $243.2K | 0.05% | −100−11.1% | Reduced |
| Redwood Wealth Management Group, LLC | 790 | $240.1K | 0.27% | +30+3.9% | Added |
| Gotham Asset Management, LLC | 788 | $239.5K | 0.01% | −12−1.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 783 | $238.0K | 0.01% | +783 | New |
| Keybank National Association | 766 | $232.8K | 0.00% | −2−0.3% | Reduced |
| Summit Creek Advisors LLC | 759 | $230.7K | 0.03% | +759 | New |
| Lido Advisors, LLC | 759 | $230.7K | 0.00% | +759 | New |
| Seaport Global Advisors, LLC | 754 | $229.2K | 0.72% | −312−29.3% | Reduced |
| Parsons Capital Management Inc | 750 | $228.0K | 0.02% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 750 | $228.0K | 0.12% | 00.0% | Unchanged |
| First Affirmative Financial Network | 749 | $227.5K | 0.26% | +749 | New |
| Principal Street Partners, LLC | 742 | $225.5K | 0.06% | +23+3.2% | Added |
| Founders Financial Securities LLC | 729 | $221.6K | 0.03% | −15−2.0% | Reduced |
| Quantinno Capital Management LP | 726 | $221.0K | 0.01% | +726 | New |
| US Asset Management LLC | 722 | $219.0K | 0.22% | −10−1.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 717 | $217.9K | 0.02% | −166−18.8% | Reduced |
| Fiera Capital Corp | 705 | $214.3K | 0.00% | +705 | New |
| Fox Run Management, L.L.C. | 700 | $212.8K | 0.07% | −529−43.0% | Reduced |
| Ameritas Investment Partners, Inc. | 689 | $209.4K | 0.01% | −4,600−87.0% | Reduced |
| Lincoln National Corp | 689 | $209.4K | 0.00% | +689 | New |
| Fulton Bank, N.A. | 687 | $208.8K | 0.01% | +687 | New |
| Level Four Advisory Services, LLC | 686 | $208.5K | 0.01% | +686 | New |
| Symmetry Partners, LLC | 685 | $208.0K | 0.01% | +685 | New |
| Formidable Asset Management, LLC | 680 | $207.0K | 0.04% | −57−7.7% | Reduced |
| Holderness Investments Co | 679 | $206.4K | 0.08% | +679 | New |
| Fund Management at Engine No. 1 LLC | 678 | $206.1K | 0.04% | −2,969−81.4% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 676 | $205.5K | 0.57% | +676 | New |
| Peapack Gladstone Financial Corp | 675 | $205.0K | 0.00% | +675 | New |
| Colony Group LLC | 670 | $204.0K | 0.00% | −1,000−59.9% | Reduced |
| Trust Asset Management LLC | 669 | $203.3K | 0.02% | +669 | New |
| Veriti Management LLC | 660 | $200.6K | 0.02% | +660 | New |
| Evermay Wealth Management LLC | 644 | $195.7K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 598 | $182.0K | 0.00% | +292+95.4% | Added |
| Northwestern Mutual Wealth Management Co | 562 | $170.8K | 0.00% | −165−22.7% | Reduced |
| MV Capital Management, Inc. | 509 | $154.7K | 0.02% | +4+0.8% | Added |
| Hexagon Capital Partners LLC | 504 | $153.2K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $152.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 452 | $138.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 424 | $128.9K | 0.00% | −96−18.5% | Reduced |
| Stephenson National Bank & Trust | 395 | $120.1K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 380 | $115.5K | 0.01% | +380 | New |
| Sentry Investment Management LLC | 363 | $110.0K | 0.05% | −4−1.1% | Reduced |
| Ostrum Asset Management | 327 | $99.4K | 0.01% | +327 | New |
| Armstrong Advisory Group, Inc | 322 | $97.9K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 311 | $94.0K | 0.01% | +247+385.9% | Added |
| TFC Financial Management | 290 | $88.1K | 0.02% | +17+6.2% | Added |
| Signaturefd, LLC | 275 | $83.6K | 0.00% | +11+4.2% | Added |
| Westside Investment Management, Inc. | 270 | $82.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 273 | $82.0K | 0.00% | +170+165.0% | Added |
| Spire Wealth Management | 256 | $77.9K | 0.00% | +241+1,606.7% | Added |
| Exchange Traded Concepts, LLC | 254 | $77.2K | 0.00% | +14+5.8% | Added |
| AdvisorNet Financial, Inc | 251 | $76.3K | 0.01% | +6+2.4% | Added |
| Bessemer Group Inc | 228 | $69.0K | 0.00% | −33−12.6% | Reduced |
| Hall Laurie J Trustee | 225 | $68.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 222 | $67.5K | 0.04% | +73+49.0% | Added |
| Sunbelt Securities, Inc. | 220 | $65.1K | 0.01% | +220 | New |
| Fortis Capital Advisors, LLC | 213 | $64.7K | 0.03% | +20+10.4% | Added |
| Optimum Investment Advisors | 200 | $60.8K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $60.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 179 | $54.4K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 179 | $54.4K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 176 | $53.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 167 | $51.0K | 0.02% | −40−19.3% | Reduced |
| Huntington National Bank | 159 | $48.3K | 0.00% | +2+1.3% | Added |
| First Horizon Advisors, Inc. | 155 | $47.1K | 0.00% | −103−39.9% | Reduced |
| Ci Investments Inc. | 147 | $45.0K | 0.00% | −2−1.3% | Reduced |
| Toth Financial Advisory Corp | 146 | $44.4K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 144 | $44.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 134 | $40.7K | 0.01% | +134 | New |
| Plante Moran Financial Advisors, LLC | 125 | $38.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 125 | $38.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 124 | $37.7K | 0.00% | −7−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 121 | $36.8K | 0.00% | −24−16.6% | Reduced |
| Agur Provident & Training Funds Management Ltd | 12,400 | $35.4K | 0.01% | +12,400 | New |
| Harvest Fund Management Co., Ltd | 109 | $33.0K | 0.01% | −62−36.3% | Reduced |
| Clear Street Markets LLC | 109 | $33.0K | 0.01% | +53+94.6% | Added |
| FinTrust Capital Advisors, LLC | 115 | $32.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 118 | $31.1K | 0.00% | +14+13.5% | Added |
| Hollencrest Capital Management | 100 | $30.4K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $30.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $30.1K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 98 | $29.8K | 0.00% | −9,406−99.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $28.6K | 0.00% | +94 | New |
| Centiva Capital, LP | 90 | $27.4K | 0.00% | −1,464−94.2% | Reduced |
| Quarry LP | 90 | $27.4K | 0.02% | +90 | New |
| Horan Securities, Inc. | 80 | $24.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 70 | $21.3K | 0.01% | 00.0% | Unchanged |
