| DSM Capital Partners LLC | 377 | $128.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 380 | $129.9K | 0.08% | −15−3.8% | Reduced |
| Rise Advisors, LLC | 397 | $135.7K | 0.07% | −44−10.0% | Reduced |
| Catalyst Capital Advisors LLC | 397 | $135.7K | 0.00% | +91+29.7% | Added |
| Gables Capital Management Inc. | 400 | $136.7K | 0.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $136.7K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 400 | $136.7K | 0.22% | +350+700.0% | Added |
| Wormser Freres Gestion | 410 | $140.2K | 0.09% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 423 | $144.4K | 0.03% | +423 | New |
| Aster Capital Management (DIFC) Ltd | 428 | $146.3K | 0.03% | +428 | New |
| Voisard Asset Management Group, Inc. | 431 | $147.3K | 0.06% | −494−53.4% | Reduced |
| Quarry LP | 437 | $149.4K | 0.05% | +164+60.1% | Added |
| TSFG, LLC | 467 | $160.0K | 0.03% | +317+211.3% | Added |
| Hexagon Capital Partners LLC | 472 | $161.3K | 0.03% | +48+11.3% | Added |
| HHM Wealth Advisors, LLC | 479 | $163.7K | 0.02% | +10+2.1% | Added |
| Covestor Ltd | 480 | $164.0K | 0.10% | −32−6.3% | Reduced |
| Hanson & Doremus Investment Management | 480 | $164.0K | 0.03% | −28−5.5% | Reduced |
| Adirondack Trust Co | 505 | $172.6K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 508 | $173.6K | 0.02% | −12−2.3% | Reduced |
| Activest Wealth Management | 509 | $173.9K | 0.05% | −593−53.8% | Reduced |
| Quent Capital, LLC | 530 | $180.4K | 0.02% | +151+39.8% | Added |
| Johnson Financial Group, Inc. | 534 | $182.5K | 0.01% | +118+28.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 535 | $182.9K | 0.01% | +288+116.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 537 | $183.0K | 0.05% | +161+42.8% | Added |
| Brown Shipley& Co Ltd | 550 | $188.0K | 0.09% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 552 | $188.7K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 555 | $189.7K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 559 | $191.1K | 0.09% | −100−15.2% | Reduced |
| ORG Wealth Partners, LLC | 562 | $192.1K | 0.06% | +562 | New |
| Tradewinds Capital Management, LLC | 580 | $198.2K | 0.05% | +12+2.1% | Added |
| Enterprise Financial Services Corp | 586 | $200.3K | 0.12% | +586 | New |
| Patten & Patten Inc | 586 | $200.3K | 0.01% | +586 | New |
| Koss-Olinger Consulting, LLC | 592 | $202.0K | 0.02% | +592 | New |
| Resurgent Financial Advisors LLC | 592 | $202.3K | 0.12% | −13−2.1% | Reduced |
| Capital Market Strategies LLC | 593 | $202.8K | 0.12% | +593 | New |
| Peak Asset Management, LLC | 594 | $203.0K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 595 | $203.4K | 0.02% | +595 | New |
| High Net Worth Advisory Group LLC | 597 | $204.1K | 0.06% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 602 | $204.1K | 0.08% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 603 | $204.4K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 599 | $204.7K | 0.02% | −40−6.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 600 | $205.1K | 0.03% | 00.0% | Unchanged |
| Hill Island Financial LLC | 600 | $205.1K | 0.06% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 601 | $205.4K | 0.03% | +601 | New |
| Strengthening Families & Communities, LLC | 604 | $206.4K | 0.05% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 604 | $206.4K | 0.04% | +604 | New |
| Horan Securities, Inc. | 605 | $206.7K | 0.08% | −5−0.8% | Reduced |
| Crescent Grove Advisors, LLC | 605 | $206.8K | 0.02% | −430−41.5% | Reduced |
| Ironsides Asset Advisors, LLC | 612 | $209.2K | 0.06% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 612 | $209.2K | 0.22% | +12+2.0% | Added |
| Opal Wealth Advisors, LLC | 613 | $209.5K | 0.07% | −25−3.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 614 | $209.9K | 0.02% | +614 | New |
| Vienna Asset Management LLC | 615 | $210.2K | 0.16% | −2,904−82.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 615 | $210.2K | 0.10% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 615 | $210.2K | 0.04% | +615 | New |
| Marion Wealth Management | 615 | $210.2K | 0.06% | +615 | New |
| Green Square Capital Advisors LLC | 627 | $210.5K | 0.03% | −24−3.7% | Reduced |
| Westside Investment Management, Inc. | 632 | $210.6K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 618 | $211.2K | 0.07% | +618 | New |
| New Wave Wealth Advisors LLC | 619 | $211.6K | 0.10% | −143−18.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 619 | $211.6K | 0.10% | +619 | New |
| Bill Few Associates, Inc. | 620 | $211.9K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 620 | $211.9K | 0.06% | +620 | New |
| Almanack Investment Partners, LLC. | 620 | $211.9K | 0.03% | +620 | New |
| Kolinsky Wealth Management, LLC | 621 | $212.3K | 0.14% | −72−10.4% | Reduced |
| Old Port Advisors | 621 | $212.3K | 0.06% | −24−3.7% | Reduced |
| HF Advisory Group, LLC | 622 | $212.6K | 0.10% | +4+0.6% | Added |
| Rollins Financial Advisors, LLC | 623 | $212.9K | 0.04% | +14+2.3% | Added |
| Brass Tax Wealth Management, Inc | 624 | $213.3K | 0.05% | −45−6.7% | Reduced |
| BKD Wealth Advisors, LLC | 624 | $213.3K | 0.00% | +624 | New |
| Ceera Investments, LLC | 625 | $213.6K | 0.08% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 625 | $214.0K | 0.10% | −1,325−67.9% | Reduced |
| Sanders Morris Harris LLC | 627 | $214.3K | 0.04% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 627 | $214.3K | 0.12% | +627 | New |
| Morris Retirement Advisors, LLC | 627 | $214.4K | 0.12% | −137−17.9% | Reduced |
| Wedge Capital Management L L P | 629 | $215.0K | 0.00% | −49−7.2% | Reduced |
| BSW Wealth Partners | 629 | $215.0K | 0.03% | +629 | New |
| Smith Anglin Financial, LLC | 629 | $215.0K | 0.02% | +629 | New |
| Commonwealth Financial Services, LLC | 655 | $215.7K | 0.04% | +655 | New |
| Convergence Financial, LLC | 633 | $216.4K | 0.05% | +26+4.3% | Added |
| Confluence Wealth Services, Inc. | 637 | $217.7K | 0.02% | +637 | New |
| ICONIQ Capital, LLC | 639 | $218.4K | 0.00% | +639 | New |
| Intrua Financial, LLC | 639 | $218.4K | 0.04% | +639 | New |
| Millennium Capital Advisors, LLC | 640 | $218.8K | 0.14% | +10+1.6% | Added |
| Capasso Planning Partners LLC | 642 | $219.4K | 0.06% | +642 | New |
| 49 Wealth Management, LLC | 642 | $219.4K | 0.04% | +642 | New |
| Luts & Greenleigh Group, Inc | 646 | $220.8K | 0.21% | −12−1.8% | Reduced |
| Talisman Wealth Advisors LLC | 658 | $220.9K | 0.23% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 652 | $221.0K | 0.08% | +652 | New |
| Founders Financial Alliance, LLC | 647 | $221.1K | 0.06% | 00.0% | Unchanged |
| STAR Financial Bank | 648 | $221.5K | 0.15% | −65−9.1% | Reduced |
| Jacobsen Capital Management | 649 | $221.8K | 0.09% | +649 | New |
| Promethium Advisors,llc | 650 | $222.2K | 0.16% | +650 | New |
| Veritas Investment Partners (UK) Ltd. | 650 | $222.2K | 0.00% | +650 | New |
| Wealth Alliance Advisory Group, LLC | 651 | $222.5K | 0.05% | +50+8.3% | Added |
| Root Financial Partners, LLC | 651 | $222.5K | 0.04% | +651 | New |
| JGP Wealth Management, LLC | 653 | $223.2K | 0.03% | +5+0.8% | Added |
| Alaska Permanent Fund Corp | 655 | $223.9K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 656 | $224.2K | 0.02% | +656 | New |
| Grimes & Company, Inc. | 657 | $224.6K | 0.01% | +657 | New |
