| Eagle Strategies LLC | 337 | $238.1K | 0.05% | +337 | New |
| AMG National Trust Bank | 339 | $239.7K | 0.01% | +339 | New |
| Opal Wealth Advisors, LLC | 341 | $240.9K | 0.09% | +341 | New |
| Pegasus Partners Ltd. | 343 | $242.3K | 0.03% | +343 | New |
| Sivia Capital Partners, LLC | 345 | $243.7K | 0.19% | +345 | New |
| Coppell Advisory Solutions LLC | 347 | $245.2K | 0.05% | +287+478.3% | Added |
| Family Management Corp | 348 | $245.9K | 0.05% | −101−22.5% | Reduced |
| Covestor Ltd | 347 | $246.0K | 0.17% | +73+26.6% | Added |
| SignalPoint Asset Management, LLC | 349 | $246.0K | 0.07% | +349 | New |
| Baldwin Brothers Inc | 350 | $247.3K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 350 | $247.3K | 0.05% | +350 | New |
| Coastal Investment Advisors, Inc. | 351 | $248.0K | 0.06% | +351 | New |
| First Trust Investment Solutions L.P. | 352 | $248.7K | 0.05% | +352 | New |
| Change Path, LLC | 352 | $249.0K | 0.02% | +352 | New |
| Raleigh Capital Management Inc. | 354 | $249.7K | 0.12% | +354 | New |
| Essex Financial Services, Inc. | 354 | $250.1K | 0.03% | +354 | New |
| ISAM Funds (UK) Ltd | 354 | $250.1K | 0.18% | +354 | New |
| Liberty One Investment Management, LLC | 355 | $250.8K | 0.03% | −10−2.7% | Reduced |
| Wade G W & Inc | 355 | $251.0K | 0.01% | −42−10.6% | Reduced |
| Shoker Investment Counsel, Inc. | 357 | $252.2K | 0.10% | +357 | New |
| Ruggaard & Associates LLC | 357 | $252.2K | 0.13% | +357 | New |
| Richard W. Paul & Associates, LLC | 359 | $253.6K | 0.11% | +359 | New |
| Turtle Creek Wealth Advisors, LLC | 359 | $253.6K | 0.07% | +359 | New |
| Sovereign Financial Group, Inc. | 360 | $254.3K | 0.08% | +360 | New |
| Chemung Canal Trust Co | 362 | $255.7K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 362 | $255.7K | 0.06% | +362 | New |
| WBI Investments | 366 | $258.5K | 0.05% | −760−67.5% | Reduced |
| Seven Mile Advisory | 366 | $258.6K | 0.22% | −1−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 366 | $258.6K | 0.21% | +366 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 367 | $259.3K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 367 | $259.3K | 0.17% | −12−3.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 368 | $260.0K | 0.23% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 369 | $260.7K | 0.02% | −1−0.3% | Reduced |
| LCM Capital Management Inc | 369 | $260.7K | 0.19% | +2+0.5% | Added |
| SlateStone Wealth, LLC | 369 | $261.0K | 0.03% | +369 | New |
| Advisory Research Inc | 371 | $262.1K | 0.04% | −738−66.5% | Reduced |
| Legacy Edge Advisors, LLC | 373 | $263.5K | 0.06% | +373 | New |
| Ronald Blue Trust, Inc. | 472 | $264.0K | 0.00% | +165+53.7% | Added |
| Freestone Capital Holdings, LLC | 376 | $265.6K | 0.01% | −4−1.1% | Reduced |
| Kowal Investment Group, LLC | 377 | $266.3K | 0.06% | +377 | New |
| Barings LLC | 379 | $267.8K | 0.01% | −53−12.3% | Reduced |
| Tranquility Partners, LLC | 379 | $267.8K | 0.11% | +7+1.9% | Added |
| RKL Wealth Management LLC | 381 | $269.2K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 382 | $270.0K | 0.00% | −41−9.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 383 | $270.6K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 385 | $272.0K | 0.15% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 385 | $272.0K | 0.07% | +385 | New |
| Planning Capital Management Corp | 385 | $272.0K | 0.21% | +385 | New |
| Glenview Trust Co | 388 | $274.1K | 0.01% | +1+0.3% | Added |
| TRUE Private Wealth Advisors | 388 | $274.1K | 0.03% | +3+0.8% | Added |
| Midland Wealth Advisors LLC | 390 | $275.5K | 0.02% | +390 | New |
| Concentric Capital Strategies, LP | 392 | $276.9K | 0.04% | −312−44.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 393 | $277.6K | 0.02% | −84−17.6% | Reduced |
| Cozad Asset Management Inc | 393 | $277.7K | 0.03% | +5+1.3% | Added |
| Green Square Capital Advisors LLC | 393 | $277.8K | 0.04% | +22+5.9% | Added |
| Univest Financial Corp | 394 | $278.4K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 394 | $278.4K | 0.07% | +394 | New |
| PFG Investments, LLC | 394 | $278.4K | 0.05% | +394 | New |
| Wedge Capital Management L L P | 396 | $279.8K | 0.00% | −8−2.0% | Reduced |
| FWL Investment Management, LLC | 397 | $280.5K | 0.16% | −70−15.0% | Reduced |
| Jacobs & Co | 400 | $282.0K | 0.03% | 00.0% | Unchanged |
| Truepoint, Inc. | 401 | $283.3K | 0.01% | +401 | New |
| IFG Advisory, LLC | 402 | $284.0K | 0.02% | +28+7.5% | Added |
| Griffin Asset Management, Inc. | 402 | $284.0K | 0.04% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 405 | $286.1K | 0.38% | +405 | New |
| Trueblood Wealth Management, LLC | 405 | $286.1K | 0.18% | +405 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 406 | $286.8K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 407 | $287.5K | 0.01% | −3−0.7% | Reduced |
| Morris Retirement Advisors, LLC | 408 | $288.5K | 0.19% | +408 | New |
| Kovitz Investment Group Partners, LLC | 414 | $292.5K | 0.00% | −21−4.8% | Reduced |
| DAGCO, Inc. | 414 | $292.5K | 0.27% | +414 | New |
| Dynamic Wealth Strategies, LLC | 414 | $292.5K | 0.27% | +414 | New |
| West Oak Capital, LLC | 402 | $293.0K | 0.14% | +25+6.6% | Added |
| Ascent Group, LLC | 373 | $293.7K | 0.03% | +18+5.1% | Added |
| Daymark Wealth Partners, LLC | 417 | $294.6K | 0.02% | +27+6.9% | Added |
| Sax Wealth Advisors, LLC | 419 | $296.0K | 0.05% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 419 | $296.0K | 0.19% | +419 | New |
| FRG Family Wealth Advisors LLC | 424 | $299.6K | 0.06% | 00.0% | Unchanged |
| Knuff & Co LLC | 425 | $300.3K | 0.11% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 426 | $301.0K | 0.01% | −39−8.4% | Reduced |
| Wexford Capital LP | 427 | $301.7K | 0.06% | −427−50.0% | Reduced |
| Chicago Trust Co NA | 428 | $302.4K | 0.07% | +428 | New |
| Fortitude Advisory Group L.L.C. | 428 | $302.4K | 0.18% | 00.0% | Unchanged |
| Claro Advisors LLC | 428 | $302.4K | 0.07% | +15+3.6% | Added |
| Beese Fulmer Investment Management, Inc. | 433 | $305.9K | 0.03% | +12+2.9% | Added |
| Headlands Technologies LLC | 434 | $306.6K | 0.09% | +434 | New |
| Oarsman Capital, Inc. | 435 | $307.3K | 0.08% | +435 | New |
| Edgemoor Investment Advisors, Inc. | 441 | $311.6K | 0.03% | +441 | New |
| Redhawk Wealth Advisors, Inc. | 444 | $313.7K | 0.06% | +54+13.8% | Added |
| Weaver Capital Management LLC | 444 | $313.7K | 0.13% | +444 | New |
| Asset Advisors Investment Management, LLC | 445 | $314.4K | 0.04% | +445 | New |
| Holderness Investments Co | 446 | $315.1K | 0.09% | +5+1.1% | Added |
| Vantage Consulting Group Inc | 447 | $315.8K | 0.21% | −99−18.1% | Reduced |
| McDaniel Terry & Co | 448 | $317.0K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 450 | $317.9K | 0.22% | −5−1.1% | Reduced |
| Meeder Asset Management Inc | 452 | $319.3K | 0.02% | −12−2.6% | Reduced |
| David Loasby | 473 | $319.8K | 0.03% | −26−5.2% | Reduced |
| Golden State Equity Partners | 453 | $320.0K | 0.08% | +33+7.9% | Added |
| Rossmore Private Capital | 455 | $321.5K | 0.05% | 00.0% | Unchanged |
| New Republic Capital, LLC | 456 | $322.2K | 0.23% | −111−19.6% | Reduced |
