| St Germain D J Co Inc | 544 | $252.0K | 0.01% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 538 | $249.0K | 0.13% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 537 | $249.0K | 0.01% | +537 | New |
| Legacy Financial Advisors, Inc. | 537 | $249.0K | 0.06% | +537 | New |
| DT Investment Partners, LLC | 534 | $248.0K | 0.03% | −122−18.6% | Reduced |
| Successful Portfolios LLC | 532 | $247.0K | 0.13% | +532 | New |
| Strategic Wealth Designers | 534 | $247.0K | 0.06% | +534 | New |
| Parkside Financial Bank & Trust | 528 | $245.0K | 0.06% | −24−4.3% | Reduced |
| First Bank & Trust | 527 | $244.0K | 0.10% | +13+2.5% | Added |
| Summit Place Financial Advisors, LLC | 525 | $243.0K | 0.17% | −45−7.9% | Reduced |
| Marotta Asset Management | 523 | $242.3K | 0.05% | +523 | New |
| Clark Capital Management Group, Inc. | 522 | $242.0K | 0.00% | +522 | New |
| Greenspring Advisors, LLC | 523 | $242.0K | 0.06% | +523 | New |
| Old Port Advisors | 543 | $239.0K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 515 | $239.0K | 0.04% | +515 | New |
| Strategic Equity Management | 515 | $239.0K | 0.07% | +515 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 512 | $237.0K | 0.00% | −89−14.8% | Reduced |
| Kozak & Associates, Inc. | 500 | $237.0K | 0.15% | +60+13.6% | Added |
| Cedar Wealth Management, LLC | 504 | $234.0K | 0.09% | −282−35.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 505 | $234.0K | 0.01% | +505 | New |
| Windsor Capital Management, LLC | 502 | $233.0K | 0.07% | −133−20.9% | Reduced |
| AdvisorNet Financial, Inc | 502 | $233.0K | 0.01% | −32−6.0% | Reduced |
| Highland Private Wealth Management | 499 | $232.0K | 0.03% | +499 | New |
| Harbour Capital Advisors, LLC | 500 | $232.0K | 0.06% | +500 | New |
| Williams Jones Wealth Management, LLC. | 500 | $232.0K | 0.00% | +500 | New |
| Enterprise Financial Services Corp | 498 | $231.0K | 0.04% | +498 | New |
| Farmers & Merchants Trust Co of Long Beach | 497 | $231.0K | 0.06% | +497 | New |
| Laidlaw Wealth Management LLC | 499 | $231.0K | 0.04% | +499 | New |
| ASB Consultores, LLC | 498 | $231.0K | 0.11% | +498 | New |
| Hurlow Wealth Management Group, Inc. | 776 | $230.0K | 0.18% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 494 | $229.0K | 0.11% | +494 | New |
| Patron Partners Advisors, LLC | 493 | $229.0K | 0.15% | +493 | New |
| KB Financial Partners, LLC | 493 | $229.0K | 0.07% | +493 | New |
| BSW Wealth Partners | 492 | $228.0K | 0.06% | +492 | New |
| SkyView Investment Advisors, LLC | 32,448 | $228.0K | 0.05% | +32,448 | New |
| Creative Financial Designs Inc | 489 | $227.0K | 0.03% | −15−3.0% | Reduced |
| Quantinno Capital Management LP | 489 | $227.0K | 0.04% | +489 | New |
| Shulman DeMeo Asset Management LLC | 491 | $227.0K | 0.06% | +491 | New |
| Fisher Asset Management, LLC | 488 | $226.0K | 0.00% | +488 | New |
| CPWM, LLC | 603 | $225.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 486 | $225.0K | 0.02% | −59−10.8% | Reduced |
| Manchester Capital Management LLC | 486 | $225.0K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 486 | $225.0K | 0.07% | +486 | New |
| Merit Financial Group, LLC | 485 | $225.0K | 0.02% | +485 | New |
| Orgel Wealth Management, LLC | 485 | $225.0K | 0.02% | +485 | New |
| Financial Enhancement Group LLC | 482 | $223.0K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 480 | $222.0K | 0.01% | +480 | New |
| Capital Investment Advisors, LLC | 478 | $222.0K | 0.01% | +478 | New |
| TCI Wealth Advisors, Inc. | 477 | $221.0K | 0.03% | +33+7.4% | Added |
| Formidable Asset Management, LLC | 476 | $219.0K | 0.04% | +476 | New |
| Abacus Planning Group, Inc. | 473 | $219.0K | 0.06% | +473 | New |
| Royal Fund Management, LLC | 472 | $218.0K | 0.03% | +472 | New |
| Essex Savings Bank | 464 | $215.0K | 0.07% | +464 | New |
| Outlook Wealth Advisors, LLC | 463 | $215.0K | 0.06% | +463 | New |
| Kathmere Capital Management, LLC | 464 | $215.0K | 0.04% | +464 | New |
| Sustainable Insight Capital Management, LLC | 462 | $214.0K | 0.11% | −102−18.1% | Reduced |
| Heritage Financial Services, LLC | 461 | $213.0K | 0.17% | +461 | New |
| Salomon & Ludwin, LLC | 460 | $213.0K | 0.03% | +460 | New |
| Sage Rhino Capital LLC | 458 | $212.0K | 0.06% | +458 | New |
| First Manhattan Co | 456 | $211.0K | 0.00% | 00.0% | Unchanged |
| Trust Investment Advisors | 452 | $210.0K | 0.17% | +452 | New |
| Teamwork Financial Advisors, LLC | 454 | $210.0K | 0.04% | +454 | New |
| Marcum Wealth, LLC | 453 | $210.0K | 0.03% | +453 | New |
| Pecaut & Co. | 450 | $209.0K | 0.11% | +450 | New |
| Arkadios Wealth Advisors | 448 | $208.0K | 0.03% | +9+2.1% | Added |
| Murphy Capital Management Inc | 450 | $208.0K | 0.02% | +450 | New |
| Advisor Resource Council | 446 | $207.0K | 0.02% | +446 | New |
| Hilltop Holdings Inc. | 444 | $206.0K | 0.02% | +444 | New |
| Woodley Farra Manion Portfolio Management Inc | 441 | $204.0K | 0.01% | +441 | New |
| Gsa Capital Partners LLP | 438 | $203.0K | 0.03% | +438 | New |
| Graypoint LLC | 438 | $203.0K | 0.02% | +438 | New |
| CenterBook Partners LP | 438 | $203.0K | 0.12% | +438 | New |
| Kings Point Capital Management | 435 | $202.0K | 0.02% | 00.0% | Unchanged |
| Capital One Financial Corp | 436 | $202.0K | 0.02% | +436 | New |
| Gyon Technologies Capital Management, LP | 436 | $202.0K | 0.04% | +436 | New |
| Diversified Portfolios, Inc. | 435 | $201.0K | 0.05% | +435 | New |
| Berger Financial Group, Inc | 431 | $200.0K | 0.03% | +431 | New |
| DB Wealth Management Group, LLC | 428 | $198.0K | 0.12% | −75−14.9% | Reduced |
| Cohen & Steers, Inc. | 421 | $195.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 417 | $193.0K | 0.00% | −141−25.3% | Reduced |
| Washington Trust Co | 415 | $192.0K | 0.01% | −201−32.6% | Reduced |
| FourThought Financial, LLC | 408 | $189.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 393 | $182.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 389 | $180.0K | 0.02% | +29+8.1% | Added |
| Byrne Asset Management LLC | 370 | $172.0K | 0.11% | +370 | New |
| CVA Family Office, LLC | 360 | $167.0K | 0.04% | +285+380.0% | Added |
| Northern Oak Wealth Management Inc | 355 | $165.0K | 0.02% | −126−26.2% | Reduced |
| Private Capital Group, LLC | 349 | $162.0K | 0.03% | −29−7.7% | Reduced |
| Center for Financial Planning, Inc. | 349 | $162.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 330 | $153.0K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 316 | $146.0K | 0.07% | +316 | New |
| Archer Investment Corp | 312 | $144.7K | 0.05% | +35+12.6% | Added |
| CoreCap Advisors, LLC | 311 | $144.0K | 0.01% | +311 | New |
| Private Ocean, LLC | 308 | $143.0K | 0.02% | −15−4.6% | Reduced |
| Islay Capital Management, LLC | 307 | $142.0K | 0.11% | −100−24.6% | Reduced |
| Smithfield Trust Co | 303 | $141.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 300 | $137.0K | 0.01% | −190−38.8% | Reduced |
| MBM Wealth Consultants, LLC | 276 | $128.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 274 | $127.0K | 0.00% | −668−70.9% | Reduced |
| Hanson & Doremus Investment Management | 275 | $127.0K | 0.03% | +110+66.7% | Added |
