| One Wealth Advisors, LLC | 493 | $251.7K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 493 | $251.5K | 0.05% | −11−2.2% | Reduced |
| Chilton Investment Co LLC | 492 | $251.1K | 0.01% | +492 | New |
| a16z Perennial Management, L.P. | 490 | $250.1K | 0.02% | −64−11.6% | Reduced |
| Urban Wealth Management, LLC | 489 | $249.6K | 0.23% | +489 | New |
| Rosenberg Matthew Hamilton | 488 | $249.1K | 0.05% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 487 | $248.7K | 0.02% | +487 | New |
| Aster Capital Management (DIFC) Ltd | 487 | $248.6K | 0.11% | −799−62.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 485 | $247.7K | 0.13% | +485 | New |
| Aristotle Capital Management, LLC | 485 | $247.6K | 0.00% | −97−16.7% | Reduced |
| Krane Funds Advisors LLC | 485 | $247.6K | 0.01% | −78−13.9% | Reduced |
| Nichols & Pratt Advisers LLP | 485 | $247.6K | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 484 | $247.1K | 0.08% | +484 | New |
| Symmetry Partners, LLC | 481 | $245.6K | 0.01% | −43−8.2% | Reduced |
| Sunflower Bank, N.A. | 481 | $245.5K | 0.06% | +481 | New |
| Stockman Wealth Management, Inc. | 480 | $244.9K | 0.03% | +1+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 479 | $244.5K | 0.03% | −13−2.6% | Reduced |
| Wealth Architects, LLC | 478 | $244.0K | 0.02% | −9−1.8% | Reduced |
| AMG National Trust Bank | 477 | $243.5K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 477 | $243.0K | 0.01% | −19−3.8% | Reduced |
| Tempo Wealth, LLC | 476 | $242.9K | 0.04% | +476 | New |
| Natural Investments, LLC | 475 | $242.0K | 0.06% | +475 | New |
| Lester Murray Antman dba SimplyRich | 474 | $241.0K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 472 | $240.9K | 0.01% | +472 | New |
| Hamilton Capital, LLC | 472 | $240.9K | 0.01% | +472 | New |
| Keystone Financial Group | 472 | $240.7K | 0.02% | −69−12.8% | Reduced |
| WSFS Capital Management, LLC | 470 | $239.9K | 0.01% | +470 | New |
| Spirepoint Private Client, LLC | 470 | $239.9K | 0.02% | +470 | New |
| Seven Mile Advisory | 469 | $239.4K | 0.04% | −67−12.5% | Reduced |
| Continuum Advisory, LLC | 468 | $238.9K | 0.02% | +468 | New |
| State of Wyoming | 466 | $237.9K | 0.03% | −762−62.1% | Reduced |
| Legacy Advisors, LLC | 466 | $237.9K | 0.03% | +466 | New |
| Cromwell Holdings LLC | 465 | $237.4K | 0.13% | 00.0% | Unchanged |
| Aries Wealth Management | 465 | $237.4K | 0.05% | +465 | New |
| Cascades Capital Asset Management, LLC | 462 | $235.8K | 0.10% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 462 | $235.8K | 0.08% | +462 | New |
| Facet Wealth, Inc. | 405 | $233.8K | 0.00% | +405 | New |
| Farmers & Merchants Trust Co of Long Beach | 457 | $233.3K | 0.05% | +457 | New |
| Quotient Wealth Partners, LLC | 456 | $232.8K | 0.01% | −72−13.6% | Reduced |
| LeConte Wealth Management, LLC | 456 | $232.8K | 0.15% | +456 | New |
| Ariadne Wealth Management, LP | 395 | $232.6K | 0.10% | +395 | New |
| Riversedge Advisors, LLC | 454 | $231.7K | 0.04% | +454 | New |
| LaSalle St. Investment Advisors, LLC | 454 | $231.0K | 0.04% | +454 | New |
| Patton Fund Management, Inc. | 451 | $230.2K | 0.03% | −300−39.9% | Reduced |
| BTG Pactual Asset Management US LLC | 450 | $229.7K | 0.03% | +450 | New |
| Kassira Wealth Management LLC | 450 | $229.7K | 0.22% | +450 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $229.7K | 0.11% | 00.0% | Unchanged |
| Helium Advisors LLC | 448 | $228.7K | 0.23% | +448 | New |
| Wealth Dimensions Group, Ltd. | 446 | $227.4K | 0.05% | −249−35.8% | Reduced |
| Townsend Asset Management Corp | 445 | $227.2K | 0.08% | +445 | New |
| Argos Wealth Advisors, LLC | 445 | $227.2K | 0.07% | +445 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 380 | $226.1K | 0.09% | +379+37,900.0% | Added |
| Blueshift Asset Management, LLC | 441 | $225.1K | 0.06% | −121−21.5% | Reduced |
| Compass Wealth Management, LLC | 440 | $224.6K | 0.09% | +440 | New |
| Root Financial Partners, LLC | 439 | $224.2K | 0.01% | +27+6.6% | Added |
| Baldwin Brothers Inc | 439 | $224.1K | 0.01% | +439 | New |
| FSM Wealth Advisors, LLC | 439 | $224.0K | 0.03% | +439 | New |
| Resonant Capital Advisors, LLC | 438 | $223.6K | 0.01% | +438 | New |
| Market Street Wealth Management Advisors LLC | 436 | $222.6K | 0.03% | −53−10.8% | Reduced |
| Marble Wealth, LLC | 435 | $222.0K | 0.03% | +435 | New |
| Wick Capital Partners, LLC | 435 | $221.8K | 0.04% | +435 | New |
| Brandywine Oak Private Wealth LLC | 433 | $221.0K | 0.02% | +433 | New |
| Caldwell Sutter Capital, Inc. | 432 | $220.5K | 0.09% | −22−4.8% | Reduced |
| Epiq Partners, LLC | 432 | $220.5K | 0.10% | +432 | New |
| Legacy Capital Wealth Partners, LLC | 432 | $220.4K | 0.05% | +432 | New |
| Mesirow Financial Investment Management, Inc. | 432 | $220.2K | 0.00% | −412−48.8% | Reduced |
| Manchester Financial Inc | 431 | $220.0K | 0.04% | +431 | New |
| McGowan Group Asset Management, Inc. | 431 | $220.0K | 0.03% | +431 | New |
| McAdam, LLC | 429 | $219.0K | 0.01% | +429 | New |
| Jump Financial, LLC | 426 | $217.5K | 0.00% | −940−68.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 426 | $217.5K | 0.05% | +426 | New |
| Visionary Wealth Advisors | 426 | $217.2K | 0.01% | +426 | New |
| German American Bancorp, Inc. | 425 | $216.9K | 0.02% | +425 | New |
| Means Investment Co., Inc. | 422 | $215.5K | 0.02% | +422 | New |
| Oldfather Financial Services, LLC | 422 | $215.4K | 0.06% | +422 | New |
| Wendell David Associates Inc | 422 | $215.0K | 0.02% | +422 | New |
| Gen-Wealth Partners Inc | 421 | $214.9K | 0.07% | −25−5.6% | Reduced |
| Strategic Blueprint, LLC | 421 | $214.8K | 0.01% | −211−33.4% | Reduced |
| Strategies Wealth Advisors, LLC | 421 | $214.7K | 0.02% | +421 | New |
| Bridgewealth Advisory Group, LLC | 421 | $214.7K | 0.05% | +421 | New |
| Toth Financial Advisory Corp | 417 | $212.9K | 0.02% | +8+2.0% | Added |
| Commonwealth Financial Services, LLC | 413 | $210.8K | 0.03% | +413 | New |
| Allied Investment Advisors, LLC | 413 | $210.8K | 0.03% | +413 | New |
| Accel Wealth Management | 412 | $210.2K | 0.06% | +412 | New |
| Meridian Wealth Management, LLC | 411 | $209.8K | 0.01% | +411 | New |
| Everhart Financial Group, Inc. | 409 | $208.8K | 0.02% | +409 | New |
| Torren Management, LLC | 409 | $208.7K | 0.11% | +409 | New |
| Regent Peak Wealth Advisors LLC | 408 | $208.3K | 0.04% | +408 | New |
| Onefund, LLC | 407 | $207.8K | 0.12% | +25+6.5% | Added |
| Motco | 406 | $207.2K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 405 | $206.8K | 0.08% | +405 | New |
| GFS Advisors, LLC | 405 | $206.7K | 0.02% | +405 | New |
| Income Insurance Ltd | 404 | $206.2K | 0.13% | +404 | New |
| Flatrock Wealth Partners LLC | 403 | $205.6K | 0.10% | +403 | New |
| Grove Bank & Trust | 402 | $205.2K | 0.02% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 401 | $204.7K | 0.13% | +401 | New |
| Investors Asset Management of Georgia Inc | 401 | $204.5K | 0.08% | +401 | New |
| Centerpoint Advisory Group | 400 | $204.2K | 0.16% | −230−36.5% | Reduced |
| Blue Fin Capital, Inc. | 400 | $204.2K | 0.03% | +400 | New |
| Columbia Asset Management | 400 | $204.2K | 0.04% | +400 | New |
