| Deseret Mutual Benefit Administrators | 207 | $146.7K | 0.06% | −150−42.0% | Reduced |
| Bray Capital Advisors | 211 | $149.5K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 215 | $152.0K | 0.05% | +72+50.3% | Added |
| First Personal Financial Services | 215 | $152.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 218 | $154.5K | 0.04% | −77−26.1% | Reduced |
| Atlas Capital Advisors LLC | 221 | $156.6K | 0.03% | −200−47.5% | Reduced |
| Missouri Trust & Investment Co | 224 | $159.0K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $161.0K | 0.01% | +227 | New |
| Blume Capital Management, Inc. | 230 | $163.0K | 0.06% | −18−7.3% | Reduced |
| Endurance Wealth Management, Inc. | 237 | $168.0K | 0.03% | −15−6.0% | Reduced |
| Carolinas Wealth Consulting LLC | 238 | $168.8K | 0.04% | +17+7.7% | Added |
| Armstrong Advisory Group, Inc | 242 | $171.5K | 0.02% | +242 | New |
| First Financial Corp | 245 | $173.6K | 0.11% | 00.0% | Unchanged |
| Mirova | 245 | $173.6K | 0.03% | −289−54.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 250 | $177.2K | 0.13% | +250 | New |
| Register Financial Advisors LLC | 251 | $177.8K | 0.11% | +251 | New |
| Arcadia Investment Management Corp | 259 | $183.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $184.0K | 0.01% | −79−23.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 263 | $186.4K | 0.01% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 268 | $189.9K | 0.19% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 272 | $192.4K | 0.11% | −26−8.7% | Reduced |
| CSU Producer Resources, Inc. | 275 | $194.9K | 0.73% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 282 | $200.1K | 0.07% | +282 | New |
| Clear Creek Financial Management, LLC | 283 | $200.5K | 0.04% | +283 | New |
| Wrapmanager Inc | 284 | $201.0K | 0.06% | +284 | New |
| DRW Securities, LLC | 283 | $201.0K | 0.04% | +283 | New |
| GeoWealth Management, LLC | 284 | $201.0K | 0.02% | +284 | New |
| Insigneo Advisory Services, LLC | 284 | $201.0K | 0.08% | +284 | New |
| Old Port Advisors | 284 | $201.3K | 0.08% | +284 | New |
| Keystone Financial Group | 288 | $204.1K | 0.04% | +288 | New |
| E Fund Management Co., Ltd. | 290 | $206.0K | 0.02% | +290 | New |
| TMD Wealth Management, LLC | 292 | $206.9K | 0.09% | −242−45.3% | Reduced |
| Aire Advisors, LLC | 294 | $207.1K | 0.06% | +294 | New |
| Diversified, LLC | 293 | $207.4K | 0.08% | +293 | New |
| Soltis Investment Advisors LLC | 293 | $207.4K | 0.03% | +293 | New |
| Lodestone Wealth Management LLC | 293 | $207.6K | 0.17% | +293 | New |
| Windsor Group LTD | 282 | $208.0K | 0.04% | +282 | New |
| FLC Capital Advisors | 294 | $208.3K | 0.06% | +294 | New |
| Carret Asset Management, LLC | 297 | $210.0K | 0.03% | +297 | New |
| Relyea Zuckerberg Hanson LLC | 297 | $210.5K | 0.06% | +297 | New |
| Whalerock Point Partners, LLC | 298 | $211.2K | 0.09% | +298 | New |
| Financial Perspectives, Inc | 299 | $212.0K | 0.11% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 300 | $212.6K | 0.03% | +300 | New |
| Seven Post Investment Office LP | 300 | $212.6K | 0.07% | +300 | New |
| Fort Sheridan Advisors LLC | 300 | $212.6K | 0.07% | +300 | New |
| Sherbrooke Park Advisers LLC | 300 | $212.6K | 0.16% | +300 | New |
| Archetype Wealth Partners | 300 | $213.0K | 0.05% | +300 | New |
| Centric Wealth Management | 301 | $213.3K | 0.11% | +301 | New |
| AJ Advisors, LLC | 302 | $213.7K | 0.17% | +302 | New |
| Nwam LLC | 302 | $214.1K | 0.02% | +302 | New |
| Wealthsource Partners, LLC | 303 | $214.5K | 0.02% | +303 | New |
| Northern Oak Wealth Management Inc | 304 | $215.4K | 0.03% | +304 | New |
| Strategic Wealth Partners, Ltd. | 304 | $215.5K | 0.04% | +304 | New |
| Tempus Wealth Planning, LLC | 305 | $216.1K | 0.13% | −151−33.1% | Reduced |
| Concentric Wealth Management, LLC | 305 | $216.1K | 0.07% | +305 | New |
| Fort Point Capital Partners LLC | 307 | $217.5K | 0.04% | +307 | New |
| Hamilton Point Investment Advisors, LLC | 310 | $219.7K | 0.06% | +310 | New |
| Raub Brock Capital Management LP | 311 | $220.4K | 0.05% | +311 | New |
| Hexagon Capital Partners LLC | 311 | $220.4K | 0.06% | −23−6.9% | Reduced |
| Wealthquest Corp | 312 | $221.1K | 0.03% | +312 | New |
| Compass Ion Advisors, LLC | 313 | $221.7K | 0.06% | +313 | New |
| Elite Wealth Management, Inc. | 313 | $221.9K | 0.11% | +313 | New |
| Baystate Wealth Management LLC | 312 | $222.0K | 0.02% | +1+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 314 | $222.5K | 0.12% | +38+13.8% | Added |
| Trillium Asset Management, LLC | 314 | $223.0K | 0.01% | −150−32.3% | Reduced |
| Bath Savings Trust Co | 315 | $223.0K | 0.03% | +315 | New |
| Abacus Planning Group, Inc. | 317 | $224.7K | 0.06% | +317 | New |
| XML Financial, LLC | 318 | $225.5K | 0.03% | +318 | New |
| Nikulski Financial, Inc. | 319 | $226.1K | 0.11% | +319 | New |
| Brainard Capital Management LLC | 319 | $226.2K | 0.19% | +319 | New |
| Trustcore Financial Services, LLC | 320 | $226.8K | 0.02% | +9+2.9% | Added |
| Element Wealth, LLC | 321 | $227.2K | 0.19% | +321 | New |
| Cardinal Strategic Wealth Guidance | 321 | $227.5K | 0.11% | −70−17.9% | Reduced |
| Five Oceans Advisors | 322 | $228.2K | 0.16% | +322 | New |
| Capital Advisors Wealth Management, LLC | 323 | $228.6K | 0.07% | −58−15.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 325 | $230.0K | 0.20% | −9−2.7% | Reduced |
| First Hawaiian Bank | 325 | $230.0K | 0.01% | +325 | New |
| Crew Capital Management, Ltd. | 325 | $230.3K | 0.33% | +325 | New |
| Stevens Capital Management LP | 328 | $232.0K | 0.15% | +328 | New |
| Winning Points Advisors, LLC | 328 | $232.0K | 0.30% | +328 | New |
| Cohen Capital Management, Inc. | 330 | $233.8K | 0.05% | +330 | New |
| WMS Partners, LLC | 331 | $234.6K | 0.02% | −44−11.7% | Reduced |
| Opal Wealth Advisors, LLC | 332 | $235.3K | 0.13% | +332 | New |
| Lodestar Private Asset Management LLC | 334 | $236.7K | 0.05% | +334 | New |
| Pin Oak Investment Advisors Inc | 335 | $237.0K | 0.29% | +20+6.3% | Added |
| Keebeck Wealth Management, LLC | 335 | $237.4K | 0.04% | +335 | New |
| Rosenberg Matthew Hamilton | 336 | $238.1K | 0.08% | +11+3.4% | Added |
| Aigen Investment Management, LP | 336 | $238.1K | 0.03% | +336 | New |
| Tufton Capital Management | 337 | $238.8K | 0.05% | +337 | New |
| Americana Partners, LLC | 338 | $239.5K | 0.04% | +338 | New |
| Grandfield & Dodd, LLC | 338 | $239.6K | 0.02% | +338 | New |
| Epic Trust Investment Advisors, LLC | 338 | $240.0K | 0.36% | −153−31.2% | Reduced |
| Renaissance Investment Group LLC | 340 | $240.9K | 0.07% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 340 | $240.9K | 0.00% | +273+407.5% | Added |
| Naviter Wealth, LLC | 321 | $241.4K | 0.07% | +321 | New |
| L2 Asset Management, LLC | 341 | $241.6K | 0.16% | +341 | New |
| Eudaimonia Partners, LLC | 342 | $242.4K | 0.06% | +342 | New |
| Triangle Securities Wealth Management | 344 | $243.8K | 0.09% | −29−7.8% | Reduced |
| Freedom Day Solutions, LLC | 345 | $244.0K | 0.12% | −23−6.3% | Reduced |
| Lakeview Capital Partners, LLC | 327 | $244.6K | 0.08% | +327 | New |
