| Kirtland Hills Capital Management, LLC | 1,248 | $253.0K | 0.22% | +1,248 | New |
| H&H Retirement Design & Management INC | 1,271 | $253.0K | 0.17% | +1,271 | New |
| Park Place Capital Corp | 1,087 | $251.8K | 0.09% | −398−26.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,074 | $248.8K | 0.01% | −26−2.4% | Reduced |
| Triumph Capital Management | 1,078 | $248.3K | 0.10% | +1,078 | New |
| SJS Investment Consulting Inc. | 1,070 | $247.9K | 0.05% | −112−9.5% | Reduced |
| Moloney Securities Asset Management, LLC | 1,064 | $246.5K | 0.04% | +15+1.4% | Added |
| Revolve Wealth Partners, LLC | 1,056 | $244.7K | 0.04% | +9+0.9% | Added |
| Gsa Capital Partners LLP | 1,051 | $244.0K | 0.02% | +1,051 | New |
| Summit Trail Advisors, LLC | 1,046 | $242.3K | 0.01% | +1,046 | New |
| International Assets Investment Management, LLC | 1,048 | $241.4K | 0.03% | +1,048 | New |
| RKL Wealth Management LLC | 1,042 | $241.4K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,304 | $238.6K | 0.11% | +1,304 | New |
| MBB Public Markets I LLC | 1,024 | $237.3K | 0.02% | +1,024 | New |
| Univest Financial Corp | 1,009 | $233.8K | 0.07% | +1,009 | New |
| GM Advisory Group, Inc. | 1,009 | $233.8K | 0.02% | +1,009 | New |
| Brookstone Capital Management | 1,009 | $233.8K | 0.00% | +1,009 | New |
| SlateStone Wealth, LLC | 1,000 | $232.0K | 0.02% | +1,000 | New |
| Merrion Investment Management Co, LLC | 1,000 | $231.7K | 0.17% | +1,000 | New |
| Green Harvest Asset Management LLC | 1,000 | $231.7K | 0.01% | +1,000 | New |
| Cross Staff Investments Inc | 1,000 | $231.7K | 0.20% | +1,000 | New |
| Westpac Banking Corp | 998 | $231.2K | 0.02% | −431−30.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 994 | $230.3K | 0.00% | +994 | New |
| Concurrent Investment Advisors, LLC | 986 | $228.4K | 0.01% | +986 | New |
| Wetherby Asset Management Inc | 985 | $228.2K | 0.01% | +985 | New |
| Boston Private Wealth LLC | 979 | $226.8K | 0.01% | +979 | New |
| Mutual Advisors, LLC | 971 | $225.0K | 0.01% | +971 | New |
| Nicolet Bankshares Inc | 960 | $222.4K | 0.05% | +960 | New |
| Conway Capital Management, Inc. | 955 | $221.3K | 0.12% | +955 | New |
| Benjamin Edwards Inc | 952 | $221.0K | 0.04% | +37+4.0% | Added |
| Fosun International Ltd | 950 | $220.1K | 0.07% | +950 | New |
| Centurion Wealth Management LLC | 947 | $219.4K | 0.09% | +947 | New |
| EP Wealth Advisors, LLC | 937 | $217.1K | 0.00% | −114−10.8% | Reduced |
| Raymond James Trust N.A. | 930 | $215.5K | 0.01% | +930 | New |
| Parallel Advisors, LLC | 928 | $215.0K | 0.01% | +31+3.5% | Added |
| Virtue Capital Management, LLC | 1,027 | $213.6K | 0.04% | +1,027 | New |
| Navellier & Associates Inc | 902 | $209.0K | 0.03% | +902 | New |
| Catalyst Funds Management Pty Ltd | 900 | $208.5K | 0.06% | +900 | New |
| Eqis Capital Management, Inc. | 898 | $208.1K | 0.02% | +898 | New |
| Mesirow Financial Investment Management, Inc. | 898 | $208.1K | 0.00% | +898 | New |
| Alta Wealth Advisors LLC | 870 | $201.6K | 0.10% | +870 | New |
| Guardian Asset Advisors, LLC | 866 | $200.6K | 0.17% | +866 | New |
| Central Trust Co | 849 | $196.7K | 0.00% | −25−2.9% | Reduced |
| GAMMA Investing LLC | 844 | $195.5K | 0.04% | +82+10.8% | Added |
| Creekmur Asset Management LLC | 840 | $194.6K | 0.07% | −45−5.1% | Reduced |
| nVerses Capital, LLC | 800 | $185.4K | 0.44% | +800 | New |
| Acima Private Wealth, LLC | 792 | $183.5K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 783 | $181.4K | 0.01% | +253+47.7% | Added |
| China Universal Asset Management Co., Ltd. | 771 | $178.6K | 0.02% | 00.0% | Unchanged |
| Tobam | 763 | $177.0K | 0.02% | +449+143.0% | Added |
| Harbour Investments, Inc. | 759 | $175.9K | 0.01% | +53+7.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 696 | $161.3K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 683 | $158.2K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 681 | $157.0K | 0.00% | +24+3.7% | Added |
| Capital Analysts, LLC | 673 | $156.0K | 0.01% | −5−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 660 | $152.9K | 0.00% | −210−24.1% | Reduced |
| Centaurus Financial, Inc. | 616 | $143.0K | 0.01% | +616 | New |
| Ramirez Asset Management, Inc. | 600 | $139.0K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 584 | $135.3K | 0.03% | +41+7.6% | Added |
| First Horizon Advisors, Inc. | 582 | $134.8K | 0.00% | +22+3.9% | Added |
| ZRC Wealth Management, LLC | 563 | $130.4K | 0.07% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 452 | $120.1K | 0.01% | −66−12.7% | Reduced |
| Brown Brothers Harriman & Co | 500 | $115.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 483 | $112.0K | 0.00% | +79+19.6% | Added |
| TD Waterhouse Canada Inc. | 508 | $111.7K | 0.00% | −82−13.9% | Reduced |
| Kelly Financial Services LLC | 465 | $107.7K | 0.04% | +110+31.0% | Added |
| Central Pacific Bank - Trust Division | 450 | $103.7K | 0.01% | +450 | New |
| Global Financial Private Client, LLC | 446 | $102.8K | 0.04% | −34−7.1% | Reduced |
| South State Corp. | 419 | $97.1K | 0.01% | +419 | New |
| HighMark Wealth Management LLC | 416 | $96.4K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 407 | $94.3K | 0.02% | +407 | New |
| Washington Trust Co | 400 | $92.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $92.7K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 370 | $86.0K | 0.01% | +3+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 354 | $82.0K | 0.00% | −43−10.8% | Reduced |
| EverSource Wealth Advisors, LLC | 403 | $80.0K | 0.01% | +38+10.4% | Added |
| Hantz Financial Services, Inc. | 346 | $80.0K | 0.00% | −30−8.0% | Reduced |
| MB, Levis & Associates, LLC | 321 | $74.4K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 370 | $73.8K | 0.00% | −55−12.9% | Reduced |
| Western Pacific Wealth Management, LP | 307 | $71.1K | 0.05% | +58+23.3% | Added |
| Quarry LP | 302 | $70.0K | 0.03% | −46−13.2% | Reduced |
| Continuum Advisory, LLC | 343 | $69.9K | 0.01% | +343 | New |
| Financial Perspectives, Inc | 265 | $61.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 258 | $59.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 257 | $59.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 236 | $54.0K | 0.03% | −6,923−96.7% | Reduced |
| Hollencrest Capital Management | 226 | $52.4K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 222 | $51.4K | 0.01% | +222 | New |
| Covestor Ltd | 217 | $50.0K | 0.03% | −452−67.6% | Reduced |
| Lindbrook Capital, LLC | 215 | $49.8K | 0.00% | +89+70.6% | Added |
| Roble, Belko & Company, Inc | 201 | $47.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 202 | $46.8K | 0.00% | +202 | New |
| Glass Jacobson Investment Advisors llc | 200 | $46.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $46.3K | 0.01% | +200 | New |
| Field & Main Bank | 200 | $46.3K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $46.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 187 | $43.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 185 | $43.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $43.1K | 0.00% | −40−17.7% | Reduced |
| DSM Capital Partners LLC | 184 | $42.6K | 0.00% | +32+21.1% | Added |
