| GeoWealth Management, LLC | 60 | $89.3K | 0.00% | −18−23.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 60 | $89.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 61 | $90.8K | 0.01% | +23+60.5% | Added |
| Benjamin Edwards Inc | 70 | $104.0K | 0.02% | −284−80.2% | Reduced |
| Mather Group, LLC. | 84 | $105.0K | 0.00% | +15+21.7% | Added |
| Lindbrook Capital, LLC | 71 | $105.7K | 0.01% | +6+9.2% | Added |
| Pittenger & Anderson Inc | 73 | $108.7K | 0.00% | +73 | New |
| Ci Investments Inc. | 74 | $110.0K | 0.00% | −176−70.4% | Reduced |
| Cromwell Holdings LLC | 74 | $110.2K | 0.07% | +74 | New |
| Hilltop National Bank | 84 | $125.0K | 0.04% | +4+5.0% | Added |
| Eagle Bay Advisors LLC | 87 | $129.5K | 0.08% | +1+1.2% | Added |
| Massmutual Trust Co FSB | 89 | $132.5K | 0.00% | +13+17.1% | Added |
| Private Trust Co NA | 92 | $137.0K | 0.01% | +25+37.3% | Added |
| Pacifica Partners Inc. | 90 | $137.3K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 97 | $144.4K | 0.01% | +41+73.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 105 | $156.3K | 0.05% | +105 | New |
| Sentry Investment Management LLC | 108 | $161.0K | 0.07% | −22−16.9% | Reduced |
| Assetmark, Inc | 112 | $166.7K | 0.00% | +5+4.7% | Added |
| Penserra Capital Management LLC | 115 | $171.0K | 0.00% | +1+0.9% | Added |
| Allworth Financial LP | 110 | $175.4K | 0.00% | +4+3.8% | Added |
| Harbour Investments, Inc. | 119 | $177.2K | 0.01% | −5−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 120 | $178.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 131 | $195.0K | 0.01% | +116+773.3% | Added |
| Gallacher Capital Management LLC | 135 | $201.0K | 0.11% | −100−42.6% | Reduced |
| Sunflower Bank, N.A. | 136 | $202.5K | 0.05% | −29−17.6% | Reduced |
| Gibbs Wealth Management | 137 | $203.9K | 0.08% | +137 | New |
| Crew Capital Management, Ltd. | 139 | $206.9K | 0.17% | +139 | New |
| Sage Investment Advisers LLC | 139 | $206.9K | 0.23% | +139 | New |
| Eqis Capital Management, Inc. | 139 | $207.4K | 0.02% | −46−24.9% | Reduced |
| Voya Financial Advisors, Inc. | 141 | $208.3K | 0.02% | +141 | New |
| Redwood Investment Management, LLC | 135 | $209.0K | 0.02% | +135 | New |
| Oversea-Chinese Banking CORP Ltd | 141 | $209.9K | 0.01% | −40−22.1% | Reduced |
| Exchange Bank | 142 | $211.4K | 0.18% | −71−33.3% | Reduced |
| Versor Investments LP | 142 | $211.4K | 0.04% | +142 | New |
| Pegasus Partners Ltd. | 143 | $212.9K | 0.02% | +143 | New |
| Kolinsky Wealth Management, LLC | 144 | $214.4K | 0.15% | +144 | New |
| SageView Advisory Group, LLC | 145 | $215.9K | 0.01% | −44−23.3% | Reduced |
| Aureus Asset Management, LLC | 145 | $215.9K | 0.02% | +145 | New |
| Aprio Wealth Management, LLC | 146 | $217.3K | 0.04% | −29−16.6% | Reduced |
| Shelton Capital Management | 146 | $217.3K | 0.01% | +146 | New |
| Courier Capital LLC | 147 | $218.8K | 0.02% | +147 | New |
| Lifeworks Advisors, LLC | 148 | $220.1K | 0.06% | +148 | New |
| Lafayette Investments, Inc. | 148 | $220.3K | 0.05% | +148 | New |
| Meritage Group LP | 149 | $221.8K | 0.01% | +149 | New |
| Clear Harbor Asset Management, LLC | 149 | $221.8K | 0.02% | +149 | New |
| Moss Adams Wealth Advisors LLC | 149 | $221.8K | 0.03% | +149 | New |
| Sittner & Nelson, LLC | 150 | $223.3K | 0.11% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 150 | $223.3K | 0.05% | +150 | New |
| Baron Wealth Management LLC | 151 | $224.8K | 0.12% | +151 | New |
| Amplius Wealth Advisors, LLC | 152 | $226.3K | 0.03% | −10−6.2% | Reduced |
| Ballentine Partners, LLC | 152 | $226.3K | 0.00% | +152 | New |
| Huntington National Bank | 152 | $226.3K | 0.00% | +34+28.8% | Added |
| ABLE Financial Group, LLC | 155 | $230.7K | 0.08% | +155 | New |
| SeaBridge Investment Advisors LLC | 156 | $232.2K | 0.06% | +156 | New |
| Merit Financial Group, LLC | 159 | $236.7K | 0.01% | −10−5.9% | Reduced |
| Strategic Blueprint, LLC | 160 | $238.2K | 0.02% | −25−13.5% | Reduced |
| Grove Bank & Trust | 160 | $238.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 162 | $241.2K | 0.00% | −15−8.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 162 | $241.2K | 0.02% | −13−7.4% | Reduced |
| Optimist Retirement Group LLC | 163 | $242.7K | 0.13% | −4−2.4% | Reduced |
| Annex Advisory Services, LLC | 163 | $242.7K | 0.01% | +163 | New |
| Zions Bancorporation, N.A. | 163 | $242.7K | 0.02% | +163 | New |
| IHT Wealth Management, LLC | 167 | $248.6K | 0.01% | −7−4.0% | Reduced |
| One Charles Private Wealth Services, LLC | 167 | $248.6K | 0.10% | 00.0% | Unchanged |
| Unique Wealth, LLC | 167 | $248.6K | 0.07% | +167 | New |
| Baker Tilly Wealth Management, LLC | 168 | $250.1K | 0.10% | +168 | New |
| SNS Financial Group, LLC | 168 | $250.1K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 169 | $251.6K | 0.07% | −21−11.1% | Reduced |
| J.W. Cole Advisors, Inc. | 172 | $256.1K | 0.01% | +172 | New |
| State of Wyoming | 173 | $257.5K | 0.04% | +13+8.1% | Added |
| KG&L Capital Management,LLC | 173 | $257.5K | 0.09% | +173 | New |
| Jump Financial, LLC | 175 | $260.5K | 0.01% | −218−55.5% | Reduced |
| Global Retirement Partners, LLC | 175 | $260.5K | 0.01% | +13+8.0% | Added |
| Wintrust Investments LLC | 176 | $262.0K | 0.02% | +6+3.5% | Added |
| Trust Point Inc. | 177 | $263.5K | 0.02% | −54−23.4% | Reduced |
| M3 Advisory Group, LLC | 177 | $263.7K | 0.22% | +5+2.9% | Added |
| Allen Investment Management LLC | 178 | $265.0K | 0.00% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 180 | $268.6K | 0.15% | +180 | New |
| Ronald Blue Trust, Inc. | 217 | $271.2K | 0.00% | +125+135.9% | Added |
| Revisor Wealth Management LLC | 184 | $273.9K | 0.19% | −195−51.5% | Reduced |
| Capstone Financial Advisors, Inc. | 186 | $276.9K | 0.02% | −4−2.1% | Reduced |
| We Are One Seven, LLC | 187 | $278.4K | 0.01% | +187 | New |
| Csenge Advisory Group | 188 | $279.9K | 0.02% | −19−9.2% | Reduced |
| Gratus Capital LLC | 189 | $281.4K | 0.01% | +189 | New |
| Summit Trail Advisors, LLC | 191 | $284.3K | 0.01% | +191 | New |
| Eagle Strategies LLC | 194 | $288.8K | 0.06% | +194 | New |
| Integrated Investment Consultants, LLC | 232 | $289.9K | 0.08% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 195 | $290.3K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 196 | $291.8K | 0.01% | +25+14.6% | Added |
| Acropolis Investment Management, LLC | 197 | $293.3K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 199 | $294.1K | 0.00% | +199 | New |
| Palisade Asset Management, LLC | 200 | $297.7K | 0.03% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 200 | $297.7K | 0.13% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 201 | $299.2K | 0.18% | −2−1.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 201 | $299.2K | 0.06% | −1,427−87.7% | Reduced |
| Manchester Capital Management LLC | 203 | $302.2K | 0.04% | +3+1.5% | Added |
| GW&K Investment Management, LLC | 207 | $308.0K | 0.00% | −294−58.7% | Reduced |
| Harbour Investment Management LLC | 210 | $312.6K | 0.14% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 213 | $317.1K | 0.05% | 00.0% | Unchanged |
| Security Financial Services, INC. | 213 | $317.1K | 0.07% | +1+0.5% | Added |
