| Ellis Investment Partners, LLC | 6,071 | $228.0K | 0.05% | +1,020+20.2% | Added |
| Emerald Advisors, LLC | 6,035 | $227.0K | 0.05% | +6,035 | New |
| McElhenny Sheffield Capital Management, LLC | 6,000 | $226.0K | 0.08% | −20,389−77.3% | Reduced |
| Carderock Capital Management Inc | 6,000 | $226.0K | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 6,003 | $226.0K | 0.01% | +6,003 | New |
| Montgomery Investment Management Inc | 6,000 | $226.0K | 0.08% | +6,000 | New |
| Passive Capital Management, LLC. | 5,994 | $225.4K | 0.13% | +5,994 | New |
| Continental Investors Services, Inc. | 6,018 | $225.0K | 0.60% | +6,018 | New |
| Ssi Investment Management LLC | 5,955 | $225.0K | 0.01% | +5,955 | New |
| Balasa Dinverno & Foltz LLC | 5,986 | $225.0K | 0.01% | +5,986 | New |
| Farmers Trust Co | 5,979 | $225.0K | 0.05% | +5,979 | New |
| Lee Danner & Bass Inc | 5,925 | $223.0K | 0.02% | +5,925 | New |
| Summit Asset Management, LLC | 5,933 | $223.0K | 0.06% | +5,933 | New |
| Oak Thistle LLC | 5,947 | $223.0K | 0.17% | +5,947 | New |
| Brendel Financial Advisors LLC | 5,922 | $223.0K | 0.12% | +5,922 | New |
| Resolute Financial, LLC | 5,940 | $223.0K | 0.17% | +5,940 | New |
| Engineers Gate Manager LP | 5,896 | $222.0K | 0.01% | −327,003−98.2% | Reduced |
| Mutual Advisors, LLC | 5,863 | $220.0K | 0.01% | +5,863 | New |
| Financial Advisory Group | 5,823 | $219.0K | 0.04% | +5,823 | New |
| Oxford Financial Group Ltd | 5,809 | $218.0K | 0.02% | +5,809 | New |
| Keebeck Alpha, LP | 5,798 | $218.0K | 0.08% | +5,798 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,773 | $217.0K | 0.00% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 5,758 | $217.0K | 0.20% | +5,758 | New |
| Quadrant Private Wealth Management, LLC | 5,772 | $217.0K | 0.08% | +5,772 | New |
| Perfromance Wealth Partners, LLC | 5,770 | $217.0K | 0.01% | +5,770 | New |
| Drive Wealth Management, LLC | 5,769 | $217.0K | 0.19% | +5,769 | New |
| Cornerstone Wealth Management, LLC | 5,729 | $216.0K | 0.02% | +5,729 | New |
| Pathway Financial Advisors LLC | 6,312 | $216.0K | 0.08% | +6,312 | New |
| Heritage Financial Services, LLC | 5,744 | $215.0K | 0.17% | +5,744 | New |
| Investors Financial Group, LLC | 5,723 | $215.0K | 0.10% | +5,723 | New |
| First Personal Financial Services | 5,702 | $214.0K | 0.05% | −4,528−44.3% | Reduced |
| Bridges Investment Management Inc | 5,700 | $214.0K | 0.01% | +5,700 | New |
| Ignite Planners, LLC | 6,072 | $214.0K | 0.14% | +6,072 | New |
| United Community Bank | 5,675 | $213.4K | 0.21% | +5,675 | New |
| Canvas Wealth Advisors, LLC | 5,658 | $213.0K | 0.08% | +5,658 | New |
| Angeles Investment Advisors, LLC | 5,613 | $211.0K | 0.01% | −2,797−33.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,610 | $211.0K | 0.06% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,600 | $211.0K | 0.02% | +5,600 | New |
| CWA Asset Management Group, LLC | 5,617 | $211.0K | 0.02% | +5,617 | New |
| LexAurum Advisors, LLC | 5,600 | $211.0K | 0.07% | +5,600 | New |
| Excalibur Management Corp | 5,586 | $210.0K | 0.08% | +5,586 | New |
| Creative Financial Designs Inc | 5,577 | $209.0K | 0.03% | −329−5.6% | Reduced |
| Advisors Capital Management, LLC | 5,550 | $209.0K | 0.01% | +5,550 | New |
| Lakeview Capital Partners, LLC | 5,561 | $209.0K | 0.12% | +5,561 | New |
| Schneider Downs Wealth Management Advisors, LP | 5,556 | $209.0K | 0.05% | +5,556 | New |
| North Star Asset Management Inc | 5,511 | $207.0K | 0.01% | +5,511 | New |
| Wealthquest Corp | 5,496 | $206.0K | 0.03% | +5,496 | New |
| ICICI Prudential Asset Management Co Ltd | 5,474 | $206.0K | 0.03% | +5,474 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,448 | $205.0K | 0.01% | +5,448 | New |
| Mather Group, LLC. | 5,455 | $205.0K | 0.00% | +5,455 | New |
| Nixon Peabody Trust Co | 5,460 | $205.0K | 0.06% | +5,460 | New |
| Traynor Capital Management, Inc. | 5,466 | $205.0K | 0.02% | +5,466 | New |
| Harbor Group, Inc. | 5,449 | $205.0K | 0.12% | +5,449 | New |
| WealthPLAN Partners, LLC | 5,958 | $204.0K | 0.01% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 5,433 | $204.0K | 0.17% | +5,433 | New |
| Childress Capital Advisors, LLC | 5,434 | $204.0K | 0.08% | +5,434 | New |
| Carmichael Hill & Associates, Inc. | 5,400 | $203.0K | 0.10% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,400 | $203.0K | 0.09% | +5,400 | New |
| BOK Financial Private Wealth, Inc. | 5,389 | $203.0K | 0.01% | +5,389 | New |
| Armbruster Capital Management, Inc. | 5,400 | $203.0K | 0.05% | +5,400 | New |
| Holistic Financial Partners | 5,388 | $203.0K | 0.12% | +5,388 | New |
| TCI Wealth Advisors, Inc. | 5,367 | $202.0K | 0.03% | −41−0.8% | Reduced |
| Gould Asset Management LLC | 5,340 | $201.0K | 0.06% | +5,340 | New |
| Prestige Wealth Management Group LLC | 5,316 | $200.0K | 0.05% | −207−3.7% | Reduced |
| Bernardo Wealth Planning LLC | 5,339 | $200.0K | 0.10% | +5,339 | New |
| Carmel Capital Partners, LLC | 5,325 | $200.0K | 0.15% | +5,325 | New |
| Washington Trust Advisors, Inc. | 5,262 | $198.0K | 0.01% | +5,262 | New |
| Valley National Advisers Inc | 5,184 | $195.0K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 5,154 | $194.0K | 0.02% | +94+1.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,127 | $193.0K | 0.17% | +5,127 | New |
| Peoples Financial Services Corp. | 5,100 | $192.0K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,085 | $191.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,968 | $187.0K | 0.09% | +1,704+52.2% | Added |
| Plante Moran Financial Advisors, LLC | 4,885 | $184.0K | 0.03% | −1,262−20.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,709 | $177.0K | 0.06% | +11+0.2% | Added |
| Private Capital Group, LLC | 4,697 | $177.0K | 0.04% | +6+0.1% | Added |
| Tradition Wealth Management, LLC | 4,650 | $175.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,584 | $172.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 4,350 | $164.0K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,237 | $159.0K | 0.11% | +37+0.9% | Added |
| Financial Management Professionals, Inc. | 4,234 | $159.0K | 0.03% | +135+3.3% | Added |
| Commons Capital, LLC | 4,234 | $159.0K | 0.16% | +4,234 | New |
| Stephenson National Bank & Trust | 4,200 | $158.0K | 0.09% | 00.0% | Unchanged |
| Country Trust Bank | 4,215 | $158.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 4,170 | $156.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,899 | $147.0K | 0.04% | +3,532+962.4% | Added |
| Retirement Planning Co of New England, Inc. | 3,900 | $146.0K | 0.07% | +3,900 | New |
| Tilia Fiduciary Partners, Inc. | 3,896 | $146.0K | 0.12% | +3,896 | New |
| Curi Capital | 3,863 | $145.0K | 0.03% | +3,863 | New |
| Eagle Bay Advisors LLC | 3,839 | $144.0K | 0.09% | −3,594−48.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,667 | $138.0K | 0.00% | +3,487+1,937.2% | Added |
| Harbour Investments, Inc. | 3,518 | $132.0K | 0.01% | −18,690−84.2% | Reduced |
| Vectors Research Management, LLC | 3,366 | $127.0K | 0.03% | +360+12.0% | Added |
| Quent Capital, LLC | 3,261 | $123.0K | 0.03% | +3,261 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,216 | $121.0K | 0.00% | −55−1.7% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $120.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 3,155 | $119.0K | 0.02% | +5+0.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 3,141 | $118.0K | 0.11% | +3,141 | New |
| Wagner Wealth Management, LLC | 3,023 | $114.0K | 0.09% | +4+0.1% | Added |
| PFG Private Wealth Management, LLC | 2,968 | $112.0K | 0.06% | +511+20.8% | Added |
