| Palladium Partners LLC | 705 | $248.0K | 0.01% | +705 | New |
| Cedrus LLC | 702 | $247.2K | 0.24% | +702 | New |
| Machina Capital S.A.S. | 700 | $247.0K | 0.60% | +700 | New |
| Gerber Kawasaki Wealth & Investment Management | 700 | $246.0K | 0.02% | −205−22.7% | Reduced |
| RFG Advisory, LLC | 698 | $246.0K | 0.02% | +698 | New |
| Legacy Financial Advisors, Inc. | 696 | $245.0K | 0.06% | +696 | New |
| Meixler Investment Management, Ltd. | 693 | $244.0K | 0.25% | +693 | New |
| Barometer Capital Management Inc. | 691 | $243.3K | 0.04% | +691 | New |
| LGL Partners, LLC | 687 | $242.0K | 0.03% | +687 | New |
| Opal Wealth Advisors, LLC | 686 | $242.0K | 0.15% | +686 | New |
| Jacobi Capital Management LLC | 682 | $240.0K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 681 | $240.0K | 0.03% | +681 | New |
| Advisors Capital Management, LLC | 677 | $239.0K | 0.01% | +677 | New |
| Glassman Wealth Services | 675 | $238.0K | 0.04% | +383+131.2% | Added |
| Court Place Advisors, LLC | 675 | $238.0K | 0.07% | +675 | New |
| Intrua Financial, LLC | 670 | $236.0K | 0.04% | +9+1.4% | Added |
| Baldrige Asset Management LLC | 671 | $236.0K | 0.09% | +1+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 670 | $236.0K | 0.04% | +670 | New |
| Detalus Advisors, LLC | 670 | $236.0K | 0.11% | +670 | New |
| Valmark Advisers, Inc. | 668 | $235.0K | 0.00% | −90−11.9% | Reduced |
| Crewe Advisors LLC | 659 | $232.0K | 0.05% | −9−1.3% | Reduced |
| Laird Norton Trust Company, LLC | 659 | $232.0K | 0.02% | +659 | New |
| IFG Advisory, LLC | 660 | $232.0K | 0.02% | +660 | New |
| Cookson Peirce & Co Inc | 657 | $231.0K | 0.01% | +657 | New |
| Waypoint Capital Advisors, LLC | 655 | $231.0K | 0.16% | +655 | New |
| Wrapmanager Inc | 654 | $230.0K | 0.06% | −99−13.1% | Reduced |
| Diversified Portfolios, Inc. | 652 | $230.0K | 0.06% | +652 | New |
| Clear Harbor Asset Management, LLC | 651 | $229.0K | 0.03% | +651 | New |
| Samalin Investment Counsel, LLC | 644 | $227.0K | 0.14% | +644 | New |
| First Affirmative Financial Network | 641 | $226.0K | 0.21% | +641 | New |
| Convergence Investment Partners, LLC | 639 | $225.0K | 0.11% | +639 | New |
| NorthRock Partners, LLC | 637 | $224.0K | 0.02% | +637 | New |
| Jacobs Levy Equity Management, Inc | 633 | $223.0K | 0.00% | +633 | New |
| Zacks Investment Management | 635 | $223.0K | 0.00% | +635 | New |
| Neville Rodie & Shaw Inc | 630 | $222.0K | 0.02% | +630 | New |
| Regent Peak Wealth Advisors LLC | 629 | $222.0K | 0.06% | +629 | New |
| Arvest Trust Co N A | 628 | $221.0K | 0.01% | +628 | New |
| Allen Investment Management LLC | 627 | $221.0K | 0.00% | +627 | New |
| Monarch Capital Management Inc | 626 | $220.0K | 0.06% | +626 | New |
| Meridian Wealth Advisors, LLC | 624 | $220.0K | 0.05% | +624 | New |
| HCR Wealth Advisors | 618 | $218.0K | 0.03% | +618 | New |
| Hendley & Co Inc | 615 | $217.0K | 0.07% | +615 | New |
| US Financial Advisors, LLC | 615 | $217.0K | 0.10% | +615 | New |
| M&G Investment Management Ltd | 609 | $214.0K | 0.00% | −25,184−97.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 608 | $214.0K | 0.02% | +608 | New |
| Engineers Gate Manager LP | 604 | $213.0K | 0.01% | −1,106−64.7% | Reduced |
| Evermay Wealth Management LLC | 600 | $211.0K | 0.04% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 600 | $211.0K | 0.18% | +600 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 600 | $211.0K | 0.03% | +600 | New |
| Simmons Bank | 600 | $211.0K | 0.01% | +600 | New |
| Financial Advisors, LLC | 600 | $211.0K | 0.06% | +600 | New |
| Wealthsource Partners, LLC | 597 | $210.0K | 0.02% | −239−28.6% | Reduced |
| USAdvisors Wealth Management, LLC | 589 | $207.0K | 0.08% | +589 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 585 | $206.0K | 0.00% | +585 | New |
| Kovitz Investment Group Partners, LLC | 279 | $205.0K | 0.00% | −552−66.4% | Reduced |
| Magellan Asset Management Ltd | 582 | $205.0K | 0.00% | −75−11.4% | Reduced |
| First Nebraska Trust Co | 582 | $205.0K | 0.02% | +582 | New |
| Martingale Asset Management L P | 574 | $203.0K | 0.00% | −18,145−96.9% | Reduced |
| Personal Cfo Solutions, LLC | 575 | $202.0K | 0.04% | +575 | New |
| Encompass Wealth Advisors, LLC | 575 | $202.0K | 0.05% | +575 | New |
| Vahanian & Associates Financial Planning Inc. | 574 | $202.0K | 0.16% | +574 | New |
| Koshinski Asset Management, Inc. | 559 | $197.0K | 0.02% | +9+1.6% | Added |
| State of Wyoming | 543 | $191.0K | 0.09% | −330−37.8% | Reduced |
| Washington Trust Advisors, Inc. | 532 | $187.0K | 0.01% | +532 | New |
| Pin Oak Investment Advisors Inc | 521 | $183.0K | 0.19% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 520 | $183.0K | 0.01% | +120+30.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 516 | $182.0K | 0.09% | +516 | New |
| Snowden Capital Advisors LLC | 511 | $179.0K | 0.01% | −674−56.9% | Reduced |
| Skylands Capital, LLC | 500 | $176.0K | 0.02% | −125−20.0% | Reduced |
| Clean Yield Group | 498 | $175.0K | 0.06% | 00.0% | Unchanged |
| Seldon Capital LP | 498 | $175.0K | 0.11% | +498 | New |
| Dougherty Wealth Advisers LLC | 480 | $169.0K | 0.24% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 477 | $168.0K | 0.00% | +102+27.2% | Added |
| Tradewinds Capital Management, LLC | 450 | $158.0K | 0.02% | +450 | New |
| Washington Trust Co | 444 | $156.0K | 0.01% | −312−41.3% | Reduced |
| Metatron Capital SICAV plc | 440 | $154.9K | 0.15% | +440 | New |
| Hall Laurie J Trustee | 430 | $151.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 425 | $150.0K | 0.02% | +42+11.0% | Added |
| Riggs Asset Managment Co. Inc. | 399 | $141.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $140.9K | 0.05% | 00.0% | Unchanged |
| Newfound Research LLC | 395 | $139.0K | 0.17% | −6−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 391 | $138.0K | 0.05% | −182−31.8% | Reduced |
| Zullo Investment Group, Inc. | 380 | $134.0K | 0.07% | +380 | New |
| Zions Bancorporation, N.A. | 376 | $132.0K | 0.01% | +4+1.1% | Added |
| CVA Family Office, LLC | 360 | $127.0K | 0.03% | +360 | New |
| Trustcore Financial Services, LLC | 351 | $124.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 343 | $121.0K | 0.03% | +343 | New |
| CoreCap Advisors, LLC | 342 | $120.0K | 0.01% | +342 | New |
| Private Capital Group, LLC | 339 | $119.0K | 0.03% | −6−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 330 | $116.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 333 | $116.0K | 0.07% | +333 | New |
| Laurel Wealth Planning LLC | 324 | $114.0K | 0.09% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 323 | $114.0K | 0.11% | +323 | New |
| Perkins Coie Trust Co | 318 | $112.0K | 0.03% | −600−65.4% | Reduced |
| Vectors Research Management, LLC | 309 | $109.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 306 | $108.0K | 0.06% | +306 | New |
| Webster Bank, N. A. | 300 | $106.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 300 | $106.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 293 | $103.0K | 0.00% | +18+6.5% | Added |
| Lindbrook Capital, LLC | 285 | $100.0K | 0.02% | −5−1.7% | Reduced |
