| Financial Counselors Inc | 75 | $236.4K | 0.00% | +75 | New |
| New Capital Management LP | 75 | $236.4K | 0.07% | +75 | New |
| Crewe Advisors LLC | 75 | $236.4K | 0.03% | +75 | New |
| SpiderRock Advisors, LLC | 77 | $238.9K | 0.01% | +77 | New |
| Douglass Winthrop Advisors, LLC | 76 | $239.5K | 0.00% | −3−3.8% | Reduced |
| RMB Capital Management, LLC | 78 | $245.8K | 0.01% | −2−2.5% | Reduced |
| Cypress Asset Management Inc | 78 | $245.8K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 78 | $245.8K | 0.00% | +22+39.3% | Added |
| Sunbelt Securities, Inc. | 79 | $249.0K | 0.03% | +6+8.2% | Added |
| W.H. Cornerstone Investments Inc. | 80 | $252.0K | 0.18% | +80 | New |
| Hemenway Trust Co LLC | 80 | $252.1K | 0.02% | −20−20.0% | Reduced |
| Reliant Investment Management, LLC | 80 | $252.1K | 0.12% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 80 | $252.1K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 80 | $252.1K | 0.05% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 80 | $252.1K | 0.07% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 80 | $252.1K | 0.04% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 80 | $252.1K | 0.12% | +80 | New |
| Fort, L.P. | 81 | $255.3K | 0.64% | −7−8.0% | Reduced |
| Wexford Capital LP | 81 | $255.3K | 0.05% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 81 | $255.3K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 81 | $255.3K | 0.07% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 82 | $258.4K | 0.22% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 82 | $258.4K | 0.04% | +2+2.5% | Added |
| AE Wealth Management LLC | 82 | $258.4K | 0.00% | −456−84.8% | Reduced |
| Chicago Partners Investment Group LLC | 88 | $260.6K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 83 | $261.6K | 0.01% | +2+2.5% | Added |
| L.M. Kohn & Company | 83 | $261.6K | 0.07% | +83 | New |
| Cassaday & Co Wealth Management LLC | 83 | $261.6K | 0.01% | +83 | New |
| SageView Advisory Group, LLC | 84 | $264.7K | 0.02% | −16−16.0% | Reduced |
| Townsend Asset Management Corp | 84 | $264.7K | 0.11% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 84 | $264.7K | 0.15% | 00.0% | Unchanged |
| J. Goldman & Co LP | 84 | $264.7K | 0.01% | +84 | New |
| Capital Investment Advisors, LLC | 84 | $265.4K | 0.01% | −1−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 85 | $267.9K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 85 | $267.9K | 0.05% | +85 | New |
| Security Financial Services, INC. | 85 | $267.9K | 0.06% | +85 | New |
| Mattern Capital Management, LLC | 86 | $271.0K | 0.04% | +86 | New |
| Commerzbank Aktiengesellschaft | 86 | $272.0K | 0.01% | +86 | New |
| Atomi Financial Group, Inc. | 87 | $274.2K | 0.03% | +87 | New |
| Gratus Wealth Advisors, LLC | 93 | $276.5K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 88 | $277.3K | 0.03% | +4+4.8% | Added |
| Perennial Investment Advisors, LLC | 88 | $277.3K | 0.04% | +7+8.6% | Added |
| Trust Point Inc. | 88 | $277.3K | 0.02% | −67−43.2% | Reduced |
| Fisher Asset Management, LLC | 88 | $278.3K | 0.00% | +88 | New |
| Whalerock Point Partners, LLC | 89 | $280.5K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 91 | $286.8K | 0.02% | −8−8.1% | Reduced |
| Seven Eight Capital, LP | 92 | $290.0K | 0.03% | −62−40.3% | Reduced |
| Western Pacific Wealth Management, LP | 92 | $290.0K | 0.21% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 93 | $293.1K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 93 | $293.1K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 97 | $293.7K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 94 | $296.3K | 0.01% | −6−6.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 94 | $296.3K | 0.11% | +1+1.1% | Added |
| One Wealth Advisors, LLC | 94 | $296.3K | 0.05% | +94 | New |
| Stegent Equity Advisors, Inc. | 94 | $296.3K | 0.30% | +94 | New |
| Focus Financial Network, Inc. | 100 | $297.3K | 0.01% | +100 | New |
| Summit Trail Advisors, LLC | 94 | $297.8K | 0.01% | −16−14.5% | Reduced |
| Spire Wealth Management | 95 | $299.4K | 0.01% | −9−8.7% | Reduced |
| Trust Co of Toledo NA | 95 | $299.4K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 95 | $299.4K | 0.07% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 95 | $299.4K | 0.21% | +95 | New |
| Childress Capital Advisors, LLC | 96 | $302.6K | 0.09% | −11−10.3% | Reduced |
| Essex Financial Services, Inc. | 96 | $302.6K | 0.03% | +2+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 97 | $305.7K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 97 | $305.7K | 0.01% | +1+1.0% | Added |
| Seed Wealth Management, Inc. | 97 | $307.4K | 0.29% | 00.0% | Unchanged |
| Leonteq Securities AG | 98 | $308.9K | 0.04% | +17+21.0% | Added |
| Shell Asset Management Co | 105 | $311.0K | 0.01% | −312−74.8% | Reduced |
| Exchange Traded Concepts, LLC | 99 | $312.0K | 0.01% | −331−77.0% | Reduced |
| Professional Advisory Services Inc | 100 | $315.0K | 0.04% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 100 | $315.0K | 0.14% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 100 | $315.2K | 0.01% | −700−87.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 100 | $315.2K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 100 | $315.2K | 0.02% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 100 | $315.2K | 0.20% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 100 | $315.2K | 0.04% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 100 | $315.2K | 0.19% | 00.0% | Unchanged |
| W Advisors, LLC | 100 | $315.2K | 0.22% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 100 | $315.2K | 0.13% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 100 | $315.2K | 0.08% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 100 | $315.2K | 0.26% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 100 | $315.2K | 0.19% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 101 | $318.3K | 0.05% | +101 | New |
| Smartleaf Asset Management LLC | 100 | $319.3K | 0.06% | +50+100.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 102 | $321.5K | 0.01% | −4−3.8% | Reduced |
| Cynosure Management, LLC | 102 | $321.5K | 0.06% | +102 | New |
| GAMMA Investing LLC | 103 | $324.6K | 0.07% | +5+5.1% | Added |
| First Trust Investment Solutions L.P. | 104 | $327.8K | 0.06% | +104 | New |
| Gen-Wealth Partners Inc | 104 | $327.8K | 0.16% | +104 | New |
| Harvest Fund Management Co., Ltd | 104 | $328.0K | 0.03% | +104 | New |
| Ledyard National Bank | 105 | $330.9K | 0.03% | −14−11.8% | Reduced |
| Main Street Financial Solutions, LLC | 105 | $330.9K | 0.04% | 00.0% | Unchanged |
| Motco | 105 | $330.9K | 0.02% | +105 | New |
| Novare Capital Management LLC | 105 | $330.9K | 0.03% | −10−8.7% | Reduced |
| Valeo Financial Advisors, LLC | 111 | $331.7K | 0.01% | −7−5.9% | Reduced |
| Grimes & Company, Inc. | 106 | $333.2K | 0.01% | −34−24.3% | Reduced |
| Advisor OS, LLC | 106 | $334.1K | 0.04% | +106 | New |
| Berger Financial Group, Inc | 107 | $337.2K | 0.03% | −14−11.6% | Reduced |
| JSF Financial, LLC | 108 | $340.4K | 0.11% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 108 | $340.4K | 0.14% | 00.0% | Unchanged |