| Capital Investment Advisors, LLC | 382 | $213.0K | 0.01% | +382 | New |
| Ingalls & Snyder LLC | 385 | $214.0K | 0.01% | +385 | New |
| Callan Capital, LLC | 385 | $214.0K | 0.03% | +385 | New |
| KC Investment Advisors, LLC | 385 | $214.0K | 0.14% | +385 | New |
| Savant Capital, LLC | 387 | $215.0K | 0.01% | +387 | New |
| Pluribus Labs, LLC | 392 | $218.0K | 0.23% | +392 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 420 | $218.0K | 0.06% | +420 | New |
| Whalerock Point Partners, LLC | 394 | $219.4K | 0.08% | +394 | New |
| Claret Asset Management Corp | 396 | $220.0K | 0.04% | +396 | New |
| Brighton Jones LLC | 399 | $222.0K | 0.01% | +399 | New |
| Copperwynd Financial, LLC | 399 | $222.0K | 0.08% | +399 | New |
| Thoroughbred Financial Services, LLC | 402 | $223.0K | 0.05% | +402 | New |
| Northstar Asset Management LLC | 400 | $223.0K | 0.05% | +400 | New |
| Obermeyer Wood Investment Counsel, LLLP | 400 | $223.0K | 0.01% | +400 | New |
| Twin Focus Capital Partners, LLC | 401 | $223.0K | 0.04% | +401 | New |
| GYL Financial Synergies, LLC | 404 | $225.0K | 0.06% | +404 | New |
| HB Wealth Management, LLC | 405 | $225.0K | 0.00% | +405 | New |
| Mather Group, LLC. | 407 | $227.0K | 0.00% | +407 | New |
| Capital Advisors Wealth Management, LLC | 408 | $227.0K | 0.07% | +408 | New |
| Moneta Group Investment Advisors LLC | 410 | $228.0K | 0.01% | +410 | New |
| Integrated Investment Consultants, LLC | 415 | $231.0K | 0.06% | −150−26.5% | Reduced |
| Portland Global Advisors LLC | 423 | $236.0K | 0.04% | −1−0.2% | Reduced |
| Penserra Capital Management LLC | 425 | $236.0K | 0.01% | +82+23.9% | Added |
| Pittenger & Anderson Inc | 425 | $237.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 425 | $237.0K | 0.02% | +425 | New |
| Kore Private Wealth LLC | 427 | $238.0K | 0.03% | +427 | New |
| Robertson Stephens Wealth Management, LLC | 431 | $239.0K | 0.02% | +431 | New |
| YorkBridge Wealth Partners, LLC | 431 | $240.0K | 0.05% | −8−1.8% | Reduced |
| Saturna Capital CORP | 435 | $242.0K | 0.00% | +435 | New |
| Ascent Group, LLC | 503 | $243.0K | 0.03% | +503 | New |
| Delta Accumulation, LLC | 440 | $245.0K | 5.66% | +440 | New |
| Concord Wealth Partners | 442 | $246.0K | 0.06% | +365+474.0% | Added |
| Founders Financial Alliance, LLC | 443 | $247.0K | 0.10% | +443 | New |
| Venture Visionary Partners LLC | 451 | $251.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 450 | $251.0K | 0.19% | 00.0% | Unchanged |
| Freemont Management S.A. | 452 | $252.0K | 0.07% | +452 | New |
| Northwest Investment Counselors, LLC | 457 | $254.0K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 461 | $256.0K | 0.02% | −265−36.5% | Reduced |
| Veritable, L.P. | 462 | $257.0K | 0.00% | +462 | New |
| Wade G W & Inc | 466 | $259.0K | 0.01% | −610−56.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 465 | $259.0K | 0.09% | +465 | New |
| EPG Wealth Management LLC | 466 | $259.0K | 0.09% | +466 | New |
| Opal Wealth Advisors, LLC | 469 | $261.0K | 0.17% | −13−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 465 | $261.0K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 468 | $261.0K | 0.10% | +468 | New |
| Mission Wealth Management, LP | 471 | $262.0K | 0.01% | +37+8.5% | Added |
| GraniteShares Advisors LLC | 472 | $262.0K | 0.12% | +472 | New |
| Violich Capital Management, Inc. | 475 | $264.0K | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 475 | $264.0K | 0.02% | +12+2.6% | Added |
| Secure Asset Management, LLC | 476 | $265.0K | 0.11% | +476 | New |
| Aspiriant, LLC | 481 | $268.0K | 0.01% | +22+4.8% | Added |
| Wealthcare Advisory Partners LLC | 484 | $269.0K | 0.02% | +484 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 492 | $274.0K | 0.05% | +492 | New |
| Evercore Wealth Management, LLC | 496 | $276.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 495 | $276.0K | 0.06% | 00.0% | Unchanged |
| Gabelli Funds LLC | 500 | $278.0K | 0.00% | −200−28.6% | Reduced |
| Ropes Wealth Advisors LLC | 500 | $278.0K | 0.05% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 500 | $278.0K | 0.16% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 500 | $278.0K | 0.00% | +14+2.9% | Added |
| Vigilant Capital Management, LLC | 500 | $278.0K | 0.02% | +488+4,066.7% | Added |
| Bank of the West | 500 | $278.0K | 0.03% | +500 | New |
| Jackson Square Capital, LLC | 500 | $278.0K | 0.08% | +500 | New |
| Peapack Gladstone Financial Corp | 501 | $279.0K | 0.01% | +501 | New |
| RB Capital Management, LLC | 502 | $279.0K | 0.09% | +502 | New |
| Renasant Bank | 509 | $283.0K | 0.19% | −14−2.7% | Reduced |
| CCG Wealth Management, LLC | 510 | $284.0K | 0.15% | 00.0% | Unchanged |
| Advisor Partners LLC | 513 | $286.0K | 0.02% | 00.0% | Unchanged |
| Terry L. Blaker | 515 | $287.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 515 | $287.0K | 0.08% | +515 | New |
| Allworth Financial LP | 520 | $290.0K | 0.00% | −73−12.3% | Reduced |
| Yarbrough Capital, LLC | 520 | $290.0K | 0.02% | +520 | New |
| Pegasus Partners Ltd. | 522 | $291.0K | 0.05% | +93+21.7% | Added |
| Austin Private Wealth, LLC | 523 | $291.0K | 0.06% | +523 | New |
| Steigerwald, Gordon & Koch Inc. | 525 | $292.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 529 | $295.0K | 0.04% | +75+16.5% | Added |
| Greenleaf Trust | 536 | $298.0K | 0.00% | +16+3.1% | Added |
| Occudo Quantitative Strategies LP | 540 | $301.0K | 0.03% | −502−48.2% | Reduced |
| Capital Asset Advisory Services LLC | 541 | $301.0K | 0.03% | −310−36.4% | Reduced |
| Arkadios Wealth Advisors | 540 | $301.0K | 0.04% | −79−12.8% | Reduced |
| First Affirmative Financial Network | 541 | $301.0K | 0.27% | +67+14.1% | Added |
| Hilltop Holdings Inc. | 541 | $302.0K | 0.03% | +74+15.8% | Added |
| Ferguson Wellman Capital Management, Inc | 544 | $303.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 544 | $303.0K | 0.19% | 00.0% | Unchanged |
| Gleason Group, Inc. | 550 | $306.0K | 0.10% | 00.0% | Unchanged |
| Intersect Capital LLC | 554 | $308.0K | 0.06% | +59+11.9% | Added |
| Exencial Wealth Advisors, LLC | 555 | $309.0K | 0.01% | +134+31.8% | Added |
| PFG Advisors | 557 | $310.0K | 0.03% | 00.0% | Unchanged |
| Planning Directions Inc | 557 | $310.0K | 0.21% | +20+3.7% | Added |
| Leisure Capital Management | 559 | $311.0K | 0.14% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 560 | $312.0K | 0.21% | 00.0% | Unchanged |
| Financial Management Network Inc | 600 | $314.0K | 0.14% | 00.0% | Unchanged |
| Grove Bank & Trust | 564 | $314.0K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 567 | $316.0K | 0.10% | +567 | New |
| Berkshire Bank | 570 | $317.0K | 0.07% | 00.0% | Unchanged |
| Quest Capital Management Inc | 572 | $318.0K | 0.05% | −11−1.9% | Reduced |
| People's United Financial, Inc. | 573 | $319.0K | 0.01% | +78+15.8% | Added |
| Peregrine Asset Advisers, Inc. | 574 | $320.0K | 0.13% | −75−11.6% | Reduced |
| Change Path, LLC | 577 | $321.0K | 0.02% | −20−3.4% | Reduced |
| X-Square Capital, LLC | 577 | $321.0K | 0.16% | +90+18.5% | Added |
| Brewin Dolphin Ltd | 576 | $321.0K | 0.01% | +131+29.4% | Added |
