| Omers Administration Corp | 1,000 | $313.8K | 0.00% | +1,000 | New |
| Permanent Capital Management, LP | 406 | $311.5K | 0.07% | +406 | New |
| Mesirow Financial Investment Management, Inc. | 987 | $309.7K | 0.01% | +987 | New |
| Advisor OS, LLC | 977 | $306.6K | 0.03% | +977 | New |
| USA Financial Portformulas Corp | 975 | $305.9K | 0.05% | +975 | New |
| Ameritas Advisory Services, LLC | 972 | $305.0K | 0.01% | +972 | New |
| Freestone Capital Holdings, LLC | 964 | $302.5K | 0.01% | +964 | New |
| Delta Asset Management LLC | 952 | $298.7K | 0.03% | −10−1.0% | Reduced |
| Summit Place Financial Advisors, LLC | 948 | $297.5K | 0.18% | −18−1.9% | Reduced |
| Seven Mile Advisory | 947 | $297.2K | 0.22% | −3,435−78.4% | Reduced |
| International Assets Investment Management, LLC | 939 | $294.6K | 0.03% | +7+0.8% | Added |
| Wedmont Private Capital | 965 | $291.7K | 0.02% | +220+29.5% | Added |
| Ridgewood Investments LLC | 929 | $291.6K | 0.15% | −125−11.9% | Reduced |
| TownSquare Capital, LLC | 922 | $289.3K | 0.00% | +922 | New |
| Petrus Trust Company, LTA | 907 | $284.6K | 0.03% | −614−40.4% | Reduced |
| Maven Securities LTD | 905 | $284.0K | 0.04% | +905 | New |
| WealthPLAN Partners, LLC | 900 | $282.4K | 0.03% | −18−2.0% | Reduced |
| West Tower Group, LLC | 900 | $282.4K | 0.76% | +900 | New |
| LVZ Advisors, Inc. | 899 | $282.1K | 0.04% | +3+0.3% | Added |
| Savant Capital, LLC | 892 | $279.9K | 0.00% | +10+1.1% | Added |
| Axxcess Wealth Management, LLC | 884 | $277.4K | 0.01% | −17−1.9% | Reduced |
| Martingale Asset Management L P | 880 | $276.1K | 0.01% | −4,350−83.2% | Reduced |
| Corton Capital Inc. | 876 | $274.9K | 0.14% | +876 | New |
| Ewa, LLC | 829 | $274.2K | 0.11% | −3−0.4% | Reduced |
| One Wealth Advisors, LLC | 806 | $274.0K | 0.06% | +806 | New |
| Next Capital Management LLC | 860 | $269.9K | 0.11% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 855 | $268.3K | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 837 | $262.6K | 0.01% | +837 | New |
| TD Waterhouse Canada Inc. | 834 | $261.7K | 0.00% | +463+124.8% | Added |
| Stratos Wealth Partners, LTD. | 831 | $260.8K | 0.00% | +10+1.2% | Added |
| Evercore Wealth Management, LLC | 825 | $258.9K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 812 | $254.8K | 0.02% | +812 | New |
| Capital Wealth Planning, LLC | 810 | $254.2K | 0.00% | −239−22.8% | Reduced |
| Formidable Asset Management, LLC | 809 | $253.9K | 0.04% | +809 | New |
| West Bancorporation Inc | 800 | $251.0K | 0.19% | −291−26.7% | Reduced |
| Auxano Advisors, LLC | 797 | $250.1K | 0.07% | −349−30.5% | Reduced |
| Pinnacle Associates Ltd | 782 | $245.4K | 0.00% | +782 | New |
| Jackson Creek Investment Advisors LLC | 782 | $245.0K | 0.09% | +782 | New |
| Pinnacle Wealth Planning Services, Inc. | 777 | $243.8K | 0.03% | +777 | New |
| Optimist Retirement Group LLC | 773 | $242.6K | 0.13% | −2−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 773 | $242.6K | 0.00% | +773 | New |
| Brown Advisory Inc | 759 | $238.2K | 0.00% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 759 | $238.2K | 0.05% | +759 | New |
| Cable Hill Partners, LLC | 756 | $237.2K | 0.03% | +756 | New |
| Interchange Capital Partners, LLC | 751 | $235.7K | 0.09% | +751 | New |
| We Are One Seven, LLC | 746 | $234.1K | 0.01% | +746 | New |
| Granite Group Advisors, LLC | 743 | $233.1K | 0.18% | +743 | New |
| Ignite Planners, LLC | 726 | $230.0K | 0.06% | +726 | New |
| Parallel Advisors, LLC | 730 | $229.1K | 0.01% | +351+92.6% | Added |
| Carnegie Capital Asset Management, LLC | 730 | $229.1K | 0.01% | +730 | New |
| Pine Valley Investments Ltd Liability Co | 722 | $226.6K | 0.02% | −150−17.2% | Reduced |
| Principal Securities, Inc. | 712 | $223.4K | 0.01% | +313+78.4% | Added |
| Stonekeep Investments, LLC | 710 | $222.7K | 0.18% | +710 | New |
| U.S. Capital Wealth Advisors, LLC | 704 | $220.9K | 0.01% | +704 | New |
| J. Safra Sarasin Holding AG | 704 | $220.9K | 0.00% | +704 | New |
| Cornerstone Wealth Management, LLC | 695 | $218.1K | 0.02% | +695 | New |
| Park National Corp | 694 | $217.8K | 0.01% | +694 | New |
| EP Wealth Advisors, LLC | 685 | $215.1K | 0.00% | +685 | New |
| Keebeck Alpha, LP | 679 | $213.1K | 0.16% | +679 | New |
| Beach Investment Counsel Inc | 673 | $211.0K | 0.03% | +673 | New |
| Evolutionary Tree Capital Management, LLC | 659 | $206.8K | 0.21% | −704−51.7% | Reduced |
| AdvisorNet Financial, Inc | 657 | $206.2K | 0.02% | −6−0.9% | Reduced |
| Sentry LLC | 647 | $203.0K | 0.04% | +647 | New |
| XTX Topco Ltd | 644 | $202.1K | 0.02% | −1,063−62.3% | Reduced |
| Jones Financial Companies LLLP | 588 | $184.5K | 0.00% | +588 | New |
| Raleigh Capital Management Inc. | 560 | $175.7K | 0.07% | +310+124.0% | Added |
| IFP Advisors, Inc | 542 | $170.1K | 0.01% | +427+371.3% | Added |
| Venturi Wealth Management, LLC | 530 | $166.3K | 0.01% | +509+2,423.8% | Added |
| GAMMA Investing LLC | 498 | $156.3K | 0.02% | +164+49.1% | Added |
| SRS Capital Advisors, Inc. | 497 | $156.0K | 0.02% | +497 | New |
| Northwest Capital Management Inc | 491 | $154.1K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 485 | $152.2K | 0.04% | +485 | New |
| Emerald Advisers, LLC | 485 | $152.2K | 0.01% | −1,809−78.9% | Reduced |
| Parkside Financial Bank & Trust | 484 | $151.9K | 0.02% | +112+30.1% | Added |
| First Horizon Advisors, Inc. | 452 | $141.8K | 0.00% | +251+124.9% | Added |
| Nomura Asset Management Co Ltd | 440 | $138.1K | 0.00% | −96−17.9% | Reduced |
| Caz Investments LP | 420 | $132.0K | 0.19% | −280−40.0% | Reduced |
| Ci Investments Inc. | 412 | $129.0K | 0.00% | −27−6.2% | Reduced |
| Alta Advisers Ltd | 400 | $125.5K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 395 | $123.9K | 0.08% | 00.0% | Unchanged |
| Garde Capital, Inc. | 377 | $118.0K | 0.01% | +377 | New |
| Riverview Trust Co | 344 | $107.9K | 0.10% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 330 | $103.6K | 0.02% | +330 | New |
| Lindbrook Capital, LLC | 325 | $102.0K | 0.01% | +47+16.9% | Added |
| Estabrook Capital Management | 325 | $102.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 324 | $101.5K | 0.01% | +324 | New |
| Huntington National Bank | 320 | $100.4K | 0.00% | +14+4.6% | Added |
| Hanseatic Management Services Inc | 313 | $98.2K | 0.15% | 00.0% | Unchanged |
| Globeflex Capital L P | 300 | $94.1K | 0.01% | +300 | New |
| Carolinas Wealth Consulting LLC | 287 | $90.1K | 0.02% | +287 | New |
| Continuum Advisory, LLC | 279 | $87.5K | 0.01% | −25−8.2% | Reduced |
| Quadrant Capital Group LLC | 272 | $85.4K | 0.01% | +1+0.4% | Added |
| Valley National Advisers Inc | 270 | $84.0K | 0.01% | +63+30.4% | Added |
| Washington Trust Advisors, Inc. | 267 | $83.7K | 0.01% | +27+11.3% | Added |
| Anchor Investment Management, LLC | 258 | $81.0K | 0.01% | −211−45.0% | Reduced |
| Baldwin Brothers Inc | 254 | $79.7K | 0.01% | −42−14.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 251 | $78.8K | 0.00% | +165+191.9% | Added |
| Symmetry Peak Management LLC | 250 | $78.4K | 6.03% | −1,050−80.8% | Reduced |
| Great Lakes Retirement, Inc. | 237 | $74.4K | 0.01% | +237 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 240 | $73.3K | 0.00% | −16−6.3% | Reduced |
