| Connecticut Wealth Management, LLC | 90 | $205.8K | 0.01% | +90 | New |
| Birchcreek Wealth Management, LLC | 90 | $206.0K | 0.12% | +90 | New |
| Caldwell Trust Co | 91 | $208.1K | 0.03% | +22+31.9% | Added |
| Sound View Wealth Advisors Group, LLC | 92 | $210.4K | 0.02% | +92 | New |
| PDS Planning, Inc | 93 | $212.7K | 0.02% | +93 | New |
| Forte Capital LLC | 93 | $212.7K | 0.03% | +93 | New |
| Zullo Investment Group, Inc. | 93 | $212.7K | 0.11% | +93 | New |
| Watershed Private Wealth LLC | 93 | $212.7K | 0.12% | +93 | New |
| Kennedy Investment Group | 93 | $212.7K | 0.12% | +93 | New |
| Commerzbank Aktiengesellschaft | 93 | $213.0K | 0.01% | +93 | New |
| Quotient Wealth Partners, LLC | 94 | $214.2K | 0.01% | +94 | New |
| FineMark National Bank & Trust | 94 | $215.0K | 0.01% | +94 | New |
| Modus Advisors, LLC | 94 | $215.0K | 0.09% | +94 | New |
| American National Bank | 95 | $217.3K | 0.03% | −5−5.0% | Reduced |
| Carlson Capital Management | 95 | $217.3K | 0.01% | +95 | New |
| Partners Capital Investment Group, LLP | 95 | $217.3K | 0.00% | +95 | New |
| Aspire Capital Advisors LLC | 95 | $217.3K | 0.09% | +95 | New |
| Private Capital Management LLC | 95 | $217.3K | 0.05% | −18−15.9% | Reduced |
| Smith, Moore & Co. | 96 | $219.5K | 0.03% | +96 | New |
| Cadinha & Co LLC | 96 | $219.5K | 0.04% | +96 | New |
| Valmark Advisers, Inc. | 99 | $226.4K | 0.00% | −12−10.8% | Reduced |
| QCM Cayman, Ltd. | 99 | $226.4K | 12.21% | +99 | New |
| RMB Capital Management, LLC | 99 | $226.4K | 0.01% | +99 | New |
| Legacy Financial Advisors, Inc. | 99 | $226.4K | 0.04% | +99 | New |
| Scotia Capital Inc. | 99 | $226.4K | 0.00% | +99 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 100 | $228.6K | 0.00% | −14−12.3% | Reduced |
| Axq Capital, LP | 100 | $228.7K | 0.06% | −200−66.7% | Reduced |
| First Community Trust NA | 100 | $228.7K | 0.25% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $228.7K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $228.7K | 0.01% | −2−2.0% | Reduced |
| Mairs & Power Inc | 100 | $228.7K | 0.00% | +100 | New |
| Douglass Winthrop Advisors, LLC | 100 | $228.7K | 0.01% | +100 | New |
| Strategic Financial Services, Inc, | 100 | $228.7K | 0.02% | +100 | New |
| Palogic Value Management, L.P. | 100 | $228.7K | 0.10% | +100 | New |
| Financial Advisors Network, Inc. | 100 | $228.7K | 0.05% | +100 | New |
| Financial Council Asset Management Inc | 100 | $228.7K | 0.15% | +100 | New |
| Alan B. Lancz & Associates, Inc. | 100 | $228.7K | 0.24% | +100 | New |
| EnRich Financial Partners LLC | 100 | $228.7K | 0.10% | +100 | New |
| Annandale Capital, LLC | 100 | $229.0K | 0.05% | +100 | New |
| Koss-Olinger Consulting, LLC | 100 | $229.0K | 0.02% | +100 | New |
| Ameritas Advisory Services, LLC | 92 | $230.6K | 0.01% | +92 | New |
| Steward Partners Investment Solutions, LLC | 101 | $231.0K | 0.10% | +101 | New |
| Argus Investors' Counsel, Inc. | 101 | $231.0K | 0.15% | +101 | New |
| Allstate Corp | 101 | $231.0K | 0.02% | +101 | New |
| Beese Fulmer Investment Management, Inc. | 101 | $231.0K | 0.02% | +101 | New |
| Hilltop Holdings Inc. | 101 | $231.0K | 0.03% | +101 | New |
| Lifestyle Asset Management, Inc. | 101 | $231.0K | 0.13% | +101 | New |
| Horizon Bancorp Inc | 101 | $231.0K | 0.11% | +5+5.2% | Added |
| Game Plan Financial Advisors, LLC | 101 | $231.2K | 0.13% | +101 | New |
| Lee Danner & Bass Inc | 102 | $233.0K | 0.02% | +102 | New |
| V-Square Quantitative Management LLC | 102 | $233.3K | 0.06% | +10+10.9% | Added |
| Retirement Income Solutions, Inc | 102 | $233.3K | 0.06% | +102 | New |
| Old Port Advisors | 102 | $233.3K | 0.08% | +102 | New |
| Carl P. Sherr & Co., LLC | 102 | $233.3K | 0.14% | +102 | New |
| Woodward Diversified Capital, LLC | 102 | $233.3K | 0.15% | +102 | New |
| Marion Wealth Management | 102 | $233.3K | 0.07% | +102 | New |
| Revolve Wealth Partners, LLC | 103 | $235.6K | 0.05% | −9−8.0% | Reduced |
| Gateway Investment Advisers LLC | 103 | $235.6K | 0.00% | −8−7.2% | Reduced |
| Trueblood Wealth Management, LLC | 103 | $235.6K | 0.15% | +103 | New |
| 180 Wealth Advisors, LLC | 105 | $235.7K | 0.05% | +105 | New |
| Dearborn Partners LLC | 104 | $237.8K | 0.01% | +104 | New |
| Mirabella Financial Services LLP | 104 | $237.8K | 0.03% | +104 | New |
| Eaton-Cambridge Inc. | 104 | $237.8K | 0.14% | +104 | New |
| Leeward Financial Partners, LLC | 105 | $240.1K | 0.12% | +105 | New |
| Blue Square Asset Management, LLC | 105 | $240.1K | 0.16% | +105 | New |
| Occidental Asset Management, LLC | 105 | $240.1K | 0.05% | +105 | New |
| Geneos Wealth Management Inc. | 106 | $242.4K | 0.01% | −20−15.9% | Reduced |
| Wealthsource Partners, LLC | 106 | $242.4K | 0.02% | +106 | New |
| Parkside Financial Bank & Trust | 107 | $244.7K | 0.04% | −7−6.1% | Reduced |
| PFG Private Wealth Management, LLC | 107 | $244.7K | 0.16% | +87+435.0% | Added |
| KG&L Capital Management,LLC | 107 | $244.7K | 0.10% | +107 | New |
| TFG Advisers LLC | 108 | $246.9K | 0.10% | +108 | New |
| Compagnie Lombard Odier SCmA | 108 | $247.0K | 0.00% | +30+38.5% | Added |
| RB Capital Management, LLC | 108 | $247.0K | 0.07% | +108 | New |
| Finivi Inc. | 108 | $247.0K | 0.24% | +108 | New |
| IFG Advisory, LLC | 109 | $249.3K | 0.02% | +109 | New |
| Braun-Bostich & Associates Inc. | 109 | $249.3K | 0.23% | −1−0.9% | Reduced |
| Focus Financial Network Inc | 110 | $251.6K | 0.01% | +110 | New |
| Regal Investment Advisors LLC | 110 | $251.6K | 0.02% | +110 | New |
| Good Life Advisors, LLC | 110 | $251.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $256.1K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 112 | $256.1K | 0.01% | +112 | New |
| Avantax Planning Partners, Inc. | 113 | $258.4K | 0.01% | +113 | New |
| Catalyst Financial Partners LLC | 114 | $260.7K | 0.07% | +3+2.7% | Added |
| Keel Point, LLC | 114 | $260.7K | 0.03% | +114 | New |
| Arkadios Wealth Advisors | 114 | $260.7K | 0.02% | +114 | New |
| Lee Financial Co | 114 | $260.7K | 0.05% | +13+12.9% | Added |
| Covestor Ltd | 114 | $262.0K | 0.18% | +19+20.0% | Added |
| Procyon Private Wealth Partners, LLC | 115 | $262.2K | 0.02% | +115 | New |
| Farther Finance Advisors, LLC | 116 | $264.5K | 0.02% | +31+36.5% | Added |
| Wellington Shields & Co., LLC | 116 | $265.3K | 0.10% | +6+5.5% | Added |
| Carmichael Hill & Associates, Inc. | 116 | $265.3K | 0.12% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 117 | $267.6K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 117 | $267.6K | 0.01% | +117 | New |
| Abbrea Capital, LLC | 117 | $268.0K | 0.04% | +7+6.4% | Added |
| Mission Wealth Management, LP | 117 | $268.3K | 0.01% | −3−2.5% | Reduced |
| Proficio Capital Partners LLC | 118 | $268.7K | 0.03% | +8+7.3% | Added |
| ORG Partners LLC | 118 | $269.9K | 0.05% | +33+38.8% | Added |
| TriaGen Wealth Management LLC | 118 | $269.9K | 0.13% | +118 | New |
| Rainey & Randall Investment Management Inc. | 120 | $274.4K | 0.07% | 00.0% | Unchanged |
