| Waldron Private Wealth LLC | 309 | $527.2K | 0.02% | +309 | New |
| Evexia Wealth LLC | 356 | $526.7K | 0.22% | +356 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 305 | $519.9K | 0.22% | +305 | New |
| Winton Group Ltd | 302 | $514.8K | 0.04% | +302 | New |
| Gamco Investors, Inc. Et Al | 300 | $511.4K | 0.01% | +300 | New |
| Evanson Asset Management, LLC | 300 | $511.4K | 0.04% | +300 | New |
| Masso Torrence Wealth Management Inc. | 300 | $511.4K | 0.30% | +300 | New |
| Hedges Asset Management LLC | 300 | $511.4K | 0.36% | +300 | New |
| Ballentine Partners, LLC | 298 | $508.0K | 0.01% | +298 | New |
| Glenmede Trust Co NA | 294 | $501.1K | 0.00% | +294 | New |
| Kestra Private Wealth Services, LLC | 293 | $499.4K | 0.01% | +293 | New |
| Federation des caisses Desjardins du Quebec | 276 | $470.5K | 0.00% | +207+300.0% | Added |
| Associated Banc-Corp | 268 | $456.8K | 0.01% | +268 | New |
| Westmount Partners, LLC | 264 | $450.0K | 0.16% | +264 | New |
| CIBC Asset Management Inc | 263 | $448.3K | 0.00% | +263 | New |
| Investment Partners Asset Management, Inc. | 260 | $443.2K | 0.40% | +260 | New |
| Harbour Investments, Inc. | 259 | $441.5K | 0.02% | +201+346.6% | Added |
| Insigneo Advisory Services, LLC | 258 | $439.9K | 0.05% | +258 | New |
| Magnetar Financial LLC | 256 | $436.4K | 0.01% | +256 | New |
| VGI Partners Ltd | 250 | $426.1K | 0.04% | −950−79.2% | Reduced |
| EP Wealth Advisors, LLC | 250 | $426.1K | 0.00% | +250 | New |
| RSM US Wealth Management LLC | 243 | $414.2K | 0.01% | +243 | New |
| Pacer Advisors, Inc. | 242 | $412.5K | 0.00% | +190+365.4% | Added |
| Schonfeld Strategic Advisors LLC | 242 | $412.5K | 0.00% | −438−64.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 240 | $409.1K | 0.01% | +240 | New |
| Peapack Gladstone Financial Corp | 235 | $401.0K | 0.01% | +235 | New |
| Davenport & Co LLC | 229 | $390.3K | 0.00% | +229 | New |
| Wealthcare Advisory Partners LLC | 227 | $386.9K | 0.01% | −101−30.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 226 | $385.0K | 0.01% | +213+1,638.5% | Added |
| Strategic Advocates LLC | 225 | $383.5K | 0.15% | +225 | New |
| Scientech Research LLC | 224 | $381.8K | 0.20% | −1,114−83.3% | Reduced |
| Garden State Investment Advisory Services LLC | 231 | $380.9K | 0.14% | +231 | New |
| Palisades Hudson Asset Management, L.P. | 221 | $377.0K | 0.17% | +221 | New |
| Sequoia Financial Advisors, LLC | 221 | $376.7K | 0.00% | +221 | New |
| Ci Investments Inc. | 219 | $373.0K | 0.00% | −193−46.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 217 | $369.9K | 0.05% | +217 | New |
| J.W. Cole Advisors, Inc. | 218 | $367.5K | 0.02% | +218 | New |
| Bay Rivers Group | 212 | $361.4K | 0.20% | +212 | New |
| Capital Investment Advisors, LLC | 211 | $360.1K | 0.01% | +211 | New |
| Gladstone Institutional Advisory LLC | 210 | $358.0K | 0.02% | −169−44.6% | Reduced |
| Abel Hall, LLC | 210 | $358.0K | 0.27% | +210 | New |
| CWM Advisors, LLC | 208 | $353.8K | 0.04% | −414−66.6% | Reduced |
| Lakeview Capital Partners, LLC | 207 | $352.8K | 0.06% | +207 | New |
| Keebeck Wealth Management, LLC | 207 | $352.8K | 0.05% | +207 | New |
| Riverview Capital Advisers, LLC | 203 | $346.0K | 0.12% | −130−39.0% | Reduced |
| Altiora Financial Group, LLC | 201 | $342.6K | 0.09% | +201 | New |
| Frisch Financial Group, Inc. | 200 | $341.0K | 0.11% | +200 | New |
| Massmutual Trust Co FSB | 200 | $340.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $340.9K | 0.18% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 200 | $340.9K | 0.01% | +200 | New |
| Wealthquest Corp | 200 | $340.9K | 0.04% | +200 | New |
| Gilbert & Cook, Inc. | 200 | $340.9K | 0.05% | +200 | New |
| Axxcess Wealth Management, LLC | 200 | $340.9K | 0.01% | +200 | New |
| LongView Wealth Management | 200 | $340.9K | 0.14% | +200 | New |
| Aptus Capital Advisors, LLC | 198 | $337.5K | 0.01% | +198 | New |
| Gerber Kawasaki Wealth & Investment Management | 198 | $337.5K | 0.02% | +198 | New |
| Great Valley Advisor Group, Inc. | 197 | $335.8K | 0.01% | +197 | New |
| TB Alternative Assets Ltd. | 195 | $332.4K | 0.08% | +195 | New |
| Virtus Investment Advisers, Inc. | 194 | $330.7K | 0.24% | +194 | New |
| Advisory Research Inc | 192 | $327.3K | 0.07% | +192 | New |
| Arkadios Wealth Advisors | 192 | $327.3K | 0.03% | +192 | New |
| Oxler Private Wealth LLC | 192 | $327.3K | 0.13% | +192 | New |
| TownSquare Capital, LLC | 191 | $325.6K | 0.00% | +191 | New |
| Treasurer of the State of North Carolina | 190 | $324.0K | 0.00% | +190 | New |
| MAI Capital Management | 190 | $323.9K | 0.00% | +190 | New |
| Lodestar Private Asset Management LLC | 187 | $318.8K | 0.05% | −270−59.1% | Reduced |
| Strategic Blueprint, LLC | 185 | $315.3K | 0.02% | +185 | New |
| Whittier Trust Co | 185 | $315.3K | 0.00% | −815−81.5% | Reduced |
| Evergreen Capital Management LLC | 183 | $311.9K | 0.01% | +183 | New |
| Edgestream Partners, L.P. | 181 | $308.5K | 0.02% | +181 | New |
| Agf Management Ltd | 180 | $306.8K | 0.00% | +180 | New |
| Moneta Group Investment Advisors LLC | 1,800 | $306.8K | 0.01% | +1,800 | New |
| Guardian Wealth Advisors, LLC | 178 | $303.4K | 0.04% | +178 | New |
| Farrell Financial LLC | 177 | $301.7K | 0.25% | +177 | New |
| ASB Consultores, LLC | 176 | $300.7K | 0.08% | +176 | New |
| Cascade Financial Partners, LLC | 200 | $295.9K | 0.04% | +200 | New |
| Capital Advisors Inc | 172 | $293.2K | 0.01% | +172 | New |
| Tower Research Capital LLC (TRC) | 170 | $289.8K | 0.01% | −2,187−92.8% | Reduced |
| Finivi Inc. | 170 | $289.8K | 0.26% | +170 | New |
| Berkeley Capital Partners, LLC | 168 | $286.4K | 0.09% | +168 | New |
| Resources Investment Advisors, LLC. | 165 | $281.3K | 0.00% | +165 | New |
| Brinker Capital Investments, LLC | 164 | $279.5K | 0.00% | −507−75.6% | Reduced |
| Orion Portfolio Solutions, LLC | 164 | $279.5K | 0.00% | −507−75.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 164 | $279.5K | 0.00% | +74+82.2% | Added |
| Lion Street Advisors, LLC | 438 | $276.6K | 0.11% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 160 | $272.7K | 0.09% | +160 | New |
| Consolidated Capital Management, LLC | 160 | $272.7K | 0.13% | +160 | New |
| Vienna Asset Management LLC | 160 | $272.7K | 0.25% | +160 | New |
| Brighton Jones LLC | 159 | $271.2K | 0.01% | +159 | New |
| Fort Point Capital Partners LLC | 159 | $271.0K | 0.04% | +159 | New |
| Coldstream Capital Management Inc | 158 | $269.3K | 0.01% | +158 | New |
| Cigna Investments Inc | 156 | $266.0K | 0.05% | +156 | New |
| Cerity Partners LLC | 156 | $265.9K | 0.00% | +156 | New |
| Yousif Capital Management, LLC | 156 | $265.9K | 0.00% | +156 | New |
| Horizon Bancorp Inc | 155 | $264.0K | 0.13% | +155 | New |
| Harbor Capital Advisors, Inc. | 153 | $261.0K | 0.03% | +153 | New |
| Vident Advisory, LLC | 150 | $255.7K | 0.01% | −665−81.6% | Reduced |
| Whitener Capital Management, Inc. | 150 | $255.7K | 0.08% | +150 | New |
| Unique Wealth Strategies, LLC | 150 | $255.7K | 0.13% | +150 | New |
| International Assets Investment Management, LLC | 153 | $250.4K | 0.03% | +153 | New |
