| Toroso Investments, LLC | 339 | $219.0K | 0.01% | +339 | New |
| Cetera Investment Advisers | 339 | $219.0K | 0.00% | +339 | New |
| Zeke Capital Advisors, LLC | 332 | $215.0K | 0.01% | +332 | New |
| Ferguson Wellman Capital Management, Inc | 330 | $214.0K | 0.01% | +330 | New |
| First Heartland Consultants, Inc. | 328 | $212.0K | 0.03% | +328 | New |
| Regentatlantic Capital LLC | 325 | $211.0K | 0.01% | +325 | New |
| Baird Financial Group, Inc. | 327 | $211.0K | 0.00% | +327 | New |
| Coldstream Capital Management Inc | 324 | $210.0K | 0.01% | +324 | New |
| Cedar Brook Financial Partners, LLC | 323 | $209.0K | 0.06% | +323 | New |
| M&G Investment Management Ltd | 319 | $206.0K | 0.00% | −26−7.5% | Reduced |
| Huntington National Bank | 305 | $197.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 305 | $197.0K | 0.01% | +35+13.0% | Added |
| Cutler Group LP | 300 | $194.0K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 255 | $165.0K | 0.01% | +41+19.2% | Added |
| Spire Wealth Management | 224 | $145.0K | 0.00% | −59−20.8% | Reduced |
| Berman Capital Advisors, LLC | 222 | $142.0K | 0.02% | +78+54.2% | Added |
| Quadrant Capital Group LLC | 210 | $136.0K | 0.02% | +18+9.4% | Added |
| Thompson Siegel & Walmsley LLC | 178 | $115.0K | 0.00% | −1−0.6% | Reduced |
| American Portfolios Advisors | 157 | $101.4K | 0.00% | +37+30.8% | Added |
| Deseret Mutual Benefit Administrators | 156 | $101.0K | 0.02% | +156 | New |
| TCI Wealth Advisors, Inc. | 145 | $94.0K | 0.02% | +3+2.1% | Added |
| BBVA USA | 145 | $94.0K | 0.01% | +145 | New |
| Whittier Trust Co | 143 | $93.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 143 | $93.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 126 | $81.8K | 0.00% | +2+1.6% | Added |
| Arlington Partners LLC | 123 | $80.0K | 0.03% | −10−7.5% | Reduced |
| KB Financial Partners, LLC | 120 | $78.0K | 0.03% | +60+100.0% | Added |
| HHM Wealth Advisors, LLC | 117 | $75.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 113 | $73.0K | 0.01% | +113 | New |
| Fieldpoint Private Securities, LLC | 111 | $69.0K | 0.02% | −60−35.1% | Reduced |
| Harbour Investments, Inc. | 106 | $69.0K | 0.00% | −1−0.9% | Reduced |
| Capital Directions Investment Advisors, LLC | 107 | $69.0K | 0.02% | +107 | New |
| Lenox Wealth Advisors, LLC | 100 | $65.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 98 | $63.0K | 0.00% | −125−56.1% | Reduced |
| Point72 Hong Kong Ltd | 96 | $62.0K | 0.00% | −159−62.4% | Reduced |
| Parkside Financial Bank & Trust | 86 | $56.0K | 0.02% | −4−4.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 86 | $56.0K | 0.00% | +86 | New |
| CWM, LLC | 75 | $49.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 74 | $48.0K | 0.00% | +7+10.4% | Added |
| Ellevest, Inc. | 74 | $48.0K | 0.00% | +74 | New |
| FourThought Financial, LLC | 73 | $47.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 62 | $40.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 57 | $36.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 55 | $35.6K | 0.00% | −15−21.4% | Reduced |
| Carroll Financial Associates, Inc. | 55 | $35.0K | 0.00% | +3+5.8% | Added |
| Lindbrook Capital, LLC | 52 | $34.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 50 | $32.0K | 0.00% | −1−2.0% | Reduced |
| CVA Family Office, LLC | 50 | $32.0K | 0.01% | +10+25.0% | Added |
| Glassman Wealth Services | 48 | $31.0K | 0.01% | +4+9.1% | Added |
| Ellis Investment Partners, LLC | 47 | $30.0K | 0.01% | −6−11.3% | Reduced |
| Evoke Wealth, LLC | 43 | $28.0K | 0.00% | +3+7.5% | Added |
| BDO Wealth Advisors, LLC | 42 | $27.0K | 0.00% | −4−8.7% | Reduced |
| First Horizon Corp | 38 | $24.0K | 0.00% | −5−11.6% | Reduced |
| Leonteq Securities AG | 34 | $22.0K | 0.00% | +15+78.9% | Added |
| Loomis Sayles & Co L P | 34 | $22.0K | 0.00% | +2+6.3% | Added |
| Smithfield Trust Co | 32 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $20.0K | 0.00% | +5+19.2% | Added |
| Farmers & Merchants Investments Inc | 28 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $18.0K | 0.01% | +26 | New |
| Washington Trust Co | 26 | $17.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 27 | $17.0K | 0.00% | +27 | New |
| Savior LLC | 24 | $16.0K | 0.01% | −21−46.7% | Reduced |
| Howe & Rusling Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 14 | $9.00K | 0.00% | +8+133.3% | Added |
| Alpha Paradigm Partners, LLC | 12 | $8.00K | 0.00% | −398−97.1% | Reduced |
| Exchange Traded Concepts, LLC | 13 | $8.00K | 0.00% | −16−55.2% | Reduced |
| Trustcore Financial Services, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 13 | $8.00K | 0.00% | +4+44.4% | Added |
| Raffa Wealth Management, LLC | 11 | $7.12K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $6.00K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 8 | $5.00K | 0.00% | −5−38.5% | Reduced |
| Evolution Wealth Advisors, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $5.00K | 0.00% | +7 | New |
| Jacobi Capital Management LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
