| KCM Investment Advisors LLC | 1,190 | $271.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,187 | $270.5K | 0.01% | +26+2.2% | Added |
| Unique Wealth, LLC | 1,179 | $268.7K | 0.05% | +1,179 | New |
| Norden Group LLC | 1,179 | $268.7K | 0.03% | +1,179 | New |
| Bank of New Hampshire | 1,174 | $267.6K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,170 | $266.7K | 0.01% | +9+0.8% | Added |
| Tranquilli Financial Advisor LLC | 1,166 | $265.8K | 0.17% | −89−7.1% | Reduced |
| AQR Capital Management LLC | 1,151 | $262.3K | 0.00% | +1,151 | New |
| Mission Wealth Management, LP | 1,142 | $260.3K | 0.01% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 1,141 | $260.1K | 0.17% | −16−1.4% | Reduced |
| Ballentine Partners, LLC | 1,118 | $254.8K | 0.00% | −77−6.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,108 | $252.5K | 0.05% | −127−10.3% | Reduced |
| Fort Washington Investment Advisors Inc | 1,105 | $251.9K | 0.00% | −15−1.3% | Reduced |
| Balyasny Asset Management LLC | 1,103 | $251.4K | 0.00% | +1,103 | New |
| Nisa Investment Advisors, LLC | 1,097 | $250.0K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,096 | $249.8K | 0.01% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,084 | $247.1K | 0.08% | +1,084 | New |
| Fifth Third Wealth Advisors LLC | 1,081 | $246.4K | 0.01% | −24−2.2% | Reduced |
| Q3 Asset Management | 1,081 | $246.0K | 0.17% | +1,081 | New |
| Fifth Third Bancorp | 1,064 | $242.5K | 0.00% | +523+96.7% | Added |
| Pitcairn Co | 1,062 | $242.1K | 0.01% | +1,062 | New |
| Checchi Capital Advisers, LLC | 1,052 | $239.8K | 0.02% | +1,052 | New |
| Aaron Wealth Advisors | 1,050 | $239.3K | 0.03% | −35−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,050 | $239.3K | 0.00% | +1,050 | New |
| Client 1st Advisory Group, LLC | 1,046 | $238.4K | 0.09% | +1,046 | New |
| Cullen/Frost Bankers, Inc. | 1,043 | $237.7K | 0.00% | −184−15.0% | Reduced |
| Moment Partners, LLC | 1,040 | $237.0K | 0.05% | +1,040 | New |
| Agf Management Ltd | 1,039 | $236.8K | 0.00% | +1,039 | New |
| Csenge Advisory Group | 1,083 | $232.8K | 0.01% | −307−22.1% | Reduced |
| Aspiring Ventures, LLC | 1,050 | $231.9K | 0.13% | +1,050 | New |
| Carnegie Capital Asset Management, LLC | 1,054 | $231.1K | 0.01% | +1,054 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,012 | $230.7K | 0.01% | +1,012 | New |
| Prospera Financial Services Inc | 1,002 | $228.4K | 0.01% | +1,002 | New |
| Knightsbridge Asset Management, LLC | 1,001 | $228.1K | 0.06% | +1,001 | New |
| Financial Advisory Service, Inc. | 1,000 | $227.9K | 0.02% | +1,000 | New |
| Core Wealth Partners LLC | 1,000 | $227.9K | 0.13% | +1,000 | New |
| Gratus Wealth Advisors, LLC | 1,000 | $227.9K | 0.04% | +1,000 | New |
| Raiffeisen Bank International AG | 996 | $227.5K | 0.00% | −59−5.6% | Reduced |
| Moseley Investment Management Inc | 993 | $226.3K | 0.09% | +993 | New |
| Harbor Investment Advisory, LLC | 992 | $226.1K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 991 | $225.9K | 0.13% | +991 | New |
| Capital Investment Advisors, LLC | 982 | $223.8K | 0.00% | +982 | New |
| Montag A & Associates Inc | 979 | $223.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 971 | $221.3K | 0.04% | +953+5,294.4% | Added |
| Change Path, LLC | 970 | $221.1K | 0.01% | −5,694−85.4% | Reduced |
| Bryn Mawr Trust Co | 969 | $220.9K | 0.00% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 964 | $219.7K | 0.20% | +964 | New |
| Shilanski & Associates, Inc. | 963 | $219.5K | 0.07% | +963 | New |
| Wealthfront Advisers LLC | 961 | $219.0K | 0.00% | +961 | New |
| Ewa, LLC | 952 | $217.0K | 0.08% | +952 | New |
| GoalVest Advisory LLC | 950 | $216.5K | 0.06% | 00.0% | Unchanged |
| TFR Capital, LLC. | 946 | $215.6K | 0.09% | +946 | New |
| Jefferies Financial Group Inc. | 943 | $214.9K | 0.00% | +943 | New |
| Allworth Financial LP | 1,020 | $213.1K | 0.00% | +409+66.9% | Added |
| Berkshire Asset Management LLC | 963 | $212.5K | 0.01% | +963 | New |
| Apollon Wealth Management, LLC | 925 | $210.8K | 0.00% | +925 | New |
| Crawford Investment Counsel Inc | 924 | $210.6K | 0.00% | +924 | New |
| Venture Visionary Partners LLC | 909 | $207.2K | 0.01% | +909 | New |
| PDS Planning, Inc | 900 | $205.1K | 0.02% | +900 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 900 | $205.1K | 0.01% | +900 | New |
| Carrera Capital Advisors | 895 | $204.0K | 0.05% | −1,557−63.5% | Reduced |
| 4J Wealth Management LLC | 888 | $202.3K | 0.16% | +888 | New |
| Optas, LLC | 882 | $201.0K | 0.03% | +882 | New |
| Creative Financial Designs Inc | 880 | $200.5K | 0.02% | −376−29.9% | Reduced |
| Clearwater Capital Advisors, LLC | 878 | $200.1K | 0.02% | +878 | New |
| Colonial Trust Co | 875 | $199.4K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 970 | $198.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 855 | $194.9K | 0.06% | +30+3.6% | Added |
| Burns Matteson Capital Management, LLC | 846 | $192.8K | 0.10% | +846 | New |
| Wealth Preservation Advisors, LLC | 807 | $183.9K | 0.13% | +807 | New |
| Icon Wealth Advisors, LLC | 784 | $178.7K | 0.01% | +784 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $170.9K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 743 | $169.0K | 0.11% | +743 | New |
| North Star Investment Management Corp. | 725 | $165.2K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 682 | $157.8K | 0.00% | +682 | New |
| Alaska Permanent Fund Corp | 715 | $157.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $148.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 653 | $148.0K | 0.05% | +653 | New |
| Ronald Blue Trust, Inc. | 641 | $146.1K | 0.00% | −1,506−70.1% | Reduced |
| Grove Bank & Trust | 636 | $145.0K | 0.02% | −44−6.5% | Reduced |
| Louisbourg Investments Inc. | 611 | $139.3K | 0.04% | −194−24.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 600 | $136.8K | 0.06% | 00.0% | Unchanged |
| Promethos Capital, LLC | 556 | $126.7K | 0.05% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 555 | $126.5K | 0.07% | +555 | New |
| Canada Pension Plan Investment Board | 550 | $125.4K | 0.00% | +362+192.6% | Added |
| Bartlett & Co. Wealth Management LLC | 540 | $123.1K | 0.00% | +10+1.9% | Added |
| SOA Wealth Advisors, LLC. | 527 | $120.1K | 0.03% | +420+392.5% | Added |
| Transamerica Financial Advisors, Inc. | 523 | $120.0K | 0.01% | −31−5.6% | Reduced |
| Ci Investments Inc. | 507 | $116.0K | 0.00% | −167−24.8% | Reduced |
| Arcadia Investment Management Corp | 500 | $114.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 499 | $114.0K | 0.01% | +37+8.0% | Added |
| Harbour Investments, Inc. | 488 | $111.2K | 0.00% | −4−0.8% | Reduced |
| Cheviot Value Management, LLC | 500 | $110.1K | 0.01% | +500 | New |
| EverSource Wealth Advisors, LLC | 481 | $109.6K | 0.01% | −607−55.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 467 | $106.4K | 0.00% | +467 | New |
| S.A. Mason LLC | 450 | $102.6K | 0.05% | −300−40.0% | Reduced |
| Y.D. More Investments Ltd | 435 | $99.1K | 0.01% | −42−8.8% | Reduced |
| ORG Partners LLC | 412 | $95.1K | 0.02% | +412 | New |
| Bernard Wealth Management Corp. | 409 | $93.2K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 398 | $90.7K | 0.01% | +398 | New |
