| Robertson Stephens Wealth Management, LLC | 701 | $268.6K | 0.01% | −263−27.3% | Reduced |
| Allstate Corp | 701 | $268.6K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 701 | $268.6K | 0.13% | +14+2.0% | Added |
| Acropolis Investment Management, LLC | 700 | $268.2K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 700 | $268.2K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $268.2K | 0.13% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 700 | $268.2K | 0.12% | 00.0% | Unchanged |
| SP Asset Management LLC | 700 | $268.2K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 692 | $268.0K | 0.03% | −41−5.6% | Reduced |
| HM Payson & Co | 696 | $266.7K | 0.00% | +91+15.0% | Added |
| WMG Financial Advisors, LLC | 695 | $266.3K | 0.14% | +695 | New |
| Stonekeep Investments, LLC | 694 | $265.8K | 0.22% | +694 | New |
| Wellspring Financial Advisors, LLC | 689 | $264.0K | 0.04% | +689 | New |
| Birchcreek Wealth Management, LLC | 688 | $263.6K | 0.15% | −239−25.8% | Reduced |
| Lake Hills Wealth Management, LLC | 686 | $262.9K | 0.19% | +1+0.1% | Added |
| Aaron Wealth Advisors | 685 | $262.5K | 0.04% | +685 | New |
| Encompass More Asset Management | 684 | $262.1K | 0.19% | +684 | New |
| V-Square Quantitative Management LLC | 683 | $261.7K | 0.04% | +288+72.9% | Added |
| William Howard & Co Financial Advisors Inc | 680 | $261.0K | 0.24% | +680 | New |
| Silvercrest Asset Management Group LLC | 681 | $261.0K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 679 | $260.2K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 677 | $259.4K | 0.04% | +6+0.9% | Added |
| Loudon Investment Management, LLC | 675 | $258.7K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 675 | $258.7K | 0.02% | +675 | New |
| Thomasville National Bank | 674 | $258.3K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 667 | $255.6K | 0.02% | +667 | New |
| BKD Wealth Advisors, LLC | 666 | $255.2K | 0.01% | +666 | New |
| StrongBox Wealth, LLC | 666 | $255.2K | 0.12% | +666 | New |
| Marex Group plc | 664 | $254.4K | 0.01% | −1,567−70.2% | Reduced |
| Ofi Invest Asset Management | 710 | $253.9K | 0.01% | +675+1,928.6% | Added |
| Parkside Financial Bank & Trust | 662 | $253.7K | 0.04% | +170+34.6% | Added |
| SignalPoint Asset Management, LLC | 661 | $253.3K | 0.07% | +3+0.5% | Added |
| GAMMA Investing LLC | 661 | $253.3K | 0.03% | +379+134.4% | Added |
| Heritage Investors Management Corp | 659 | $253.0K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 660 | $252.9K | 0.03% | +660 | New |
| Mount Lucas Management LP | 659 | $252.5K | 0.09% | +659 | New |
| Colonial River Wealth Management, LLC | 658 | $252.1K | 0.14% | +15+2.3% | Added |
| XR Securities LLC | 655 | $251.0K | 0.42% | +655 | New |
| Unique Wealth, LLC | 653 | $250.2K | 0.07% | +3+0.5% | Added |
| WealthPLAN Partners, LLC | 652 | $249.8K | 0.03% | +652 | New |
| Howard Financial Services, Ltd. | 644 | $246.8K | 0.04% | +15+2.4% | Added |
| Paulson Wealth Management Inc. | 643 | $246.4K | 0.07% | +643 | New |
| McDonald Partners LLC | 642 | $246.0K | 0.07% | +642 | New |
| Sage Capital Management, LLC | 640 | $245.3K | 0.13% | +640 | New |
| Fulton Breakefield Broenniman LLC | 640 | $245.2K | 0.02% | 00.0% | Unchanged |
| First International Bank & Trust | 640 | $245.2K | 0.08% | +640 | New |
| Savvy Advisors, Inc. | 634 | $242.9K | 0.08% | +634 | New |
| Oxford Financial Group Ltd | 633 | $242.6K | 0.02% | +633 | New |
| MN Wealth Advisors, LLC | 631 | $241.8K | 0.14% | +631 | New |
| ERn Financial, LLC | 630 | $241.4K | 0.04% | −19−2.9% | Reduced |
| New Insight Wealth Advisors | 627 | $240.3K | 0.14% | +627 | New |
| Johnson Investment Counsel Inc | 624 | $239.1K | 0.00% | +624 | New |
| Gateway Wealth Partners, LLC | 623 | $238.7K | 0.07% | +623 | New |
| Choate Investment Advisors | 621 | $238.0K | 0.01% | −221−26.2% | Reduced |
| Bogart Wealth, LLC | 620 | $237.6K | 0.01% | −56−8.3% | Reduced |
| Sivia Capital Partners, LLC | 615 | $235.7K | 0.16% | +615 | New |
| Lakeview Capital Partners, LLC | 735 | $235.6K | 0.04% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 614 | $235.3K | 0.05% | +614 | New |
| Quadcap Wealth Management, LLC | 613 | $234.9K | 0.04% | +613 | New |
| Schonfeld Strategic Advisors LLC | 613 | $234.9K | 0.00% | −41,604−98.5% | Reduced |
| Brand Asset Management Group, Inc. | 612 | $234.5K | 0.10% | +612 | New |
| Fort Point Capital Partners LLC | 612 | $234.5K | 0.03% | +612 | New |
| Smithfield Trust Co | 611 | $233.0K | 0.01% | −27−4.2% | Reduced |
| Pinnacle Financial Partners Inc | 607 | $232.6K | 0.00% | −462−43.2% | Reduced |
| Leeward Financial Partners, LLC | 603 | $231.1K | 0.09% | +603 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 602 | $230.7K | 0.01% | +602 | New |
| AAFMAA Wealth Management & Trust LLC | 602 | $230.7K | 0.11% | +602 | New |
| Westmount Partners, LLC | 588 | $230.6K | 0.08% | +588 | New |
| LRI Investments, LLC | 601 | $230.5K | 0.03% | +601 | New |
| Halbert Hargrove Global Advisors, LLC | 600 | $229.9K | 0.01% | +600 | New |
| Atlas Private Wealth Advisors | 600 | $229.9K | 0.04% | +600 | New |
| MJP Associates Inc | 598 | $229.1K | 0.05% | +598 | New |
| Tidemark, LLC | 597 | $228.8K | 0.11% | +43+7.8% | Added |
| Transcend Wealth Collective, LLC | 597 | $228.8K | 0.02% | +597 | New |
| Gateway Investment Advisers LLC | 590 | $226.1K | 0.00% | +590 | New |
| Paragon Private Wealth Management, LLC | 589 | $225.7K | 0.13% | +589 | New |
| Trust Investment Advisors | 588 | $225.4K | 0.14% | +588 | New |
| Essex Financial Services, Inc. | 935 | $224.7K | 0.02% | +236+33.8% | Added |
| Dark Forest Capital Management LP | 586 | $224.5K | 0.04% | −59,809−99.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 586 | $224.5K | 0.13% | +80+15.8% | Added |
| BCJ Capital Management, LLC | 586 | $224.5K | 0.02% | +586 | New |
| Coyle Financial Counsel LLC | 700 | $224.4K | 0.08% | 00.0% | Unchanged |
| Geneva Partners, LLC | 585 | $224.2K | 0.09% | +585 | New |
| Paradigm Financial Partners, LLC | 585 | $224.2K | 0.03% | +585 | New |
| LifeSteps Financial, Inc. | 581 | $222.6K | 0.18% | +208+55.8% | Added |
| Opes Wealth Management LLC | 580 | $222.3K | 0.05% | +580 | New |
| Shelton Wealth Management, LLC | 575 | $220.3K | 0.13% | −62−9.7% | Reduced |
| Invst, LLC | 561 | $220.0K | 0.02% | +561 | New |
| Lombard Odier Asset Management (USA) Corp | 572 | $219.2K | 0.08% | −1,392−70.9% | Reduced |
| Financial Partners Group, LLC | 572 | $219.2K | 0.09% | +572 | New |
| Sax Wealth Advisors, LLC | 571 | $218.8K | 0.02% | +571 | New |
| Goldstone Financial Group, LLC | 571 | $218.8K | 0.04% | +571 | New |
| Catalyst Financial Partners LLC | 569 | $218.0K | 0.05% | +569 | New |
| Nilsine Partners, LLC | 567 | $217.3K | 0.03% | +567 | New |
| Claret Asset Management Corp | 567 | $217.0K | 0.04% | −438−43.6% | Reduced |
| Fortis Capital Management LLC | 565 | $216.5K | 0.05% | +565 | New |
| Eagle Wealth Strategies LLC | 563 | $215.7K | 0.17% | −432−43.4% | Reduced |
| Marest Capital, LLC | 559 | $214.2K | 0.19% | +559 | New |
| Menlo Advisors LLC | 561 | $214.0K | 0.12% | +561 | New |
| Bedell Frazier Investment Counseling, LLC | 557 | $213.4K | 0.05% | +557 | New |
