| Secure Asset Management, LLC | 248 | $369.6K | 0.07% | +248 | New |
| First Citizens Bank & Trust Co | 248 | $369.2K | 0.01% | −9−3.5% | Reduced |
| San Luis Wealth Advisors LLC | 246 | $366.0K | 0.09% | +246 | New |
| Buckingham Strategic Partners | 244 | $363.2K | 0.01% | +13+5.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 237 | $354.7K | 0.20% | −50−17.4% | Reduced |
| Quent Capital, LLC | 237 | $352.8K | 0.04% | +3+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 235 | $349.8K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 235 | $349.8K | 0.00% | +49+26.3% | Added |
| ClearAlpha Technologies LP | 233 | $346.9K | 0.14% | +233 | New |
| Phillips Financial Management, LLC | 230 | $342.4K | 0.03% | −2−0.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 225 | $334.9K | 0.08% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 225 | $334.9K | 0.07% | +225 | New |
| Umb Bank N A | 223 | $332.0K | 0.01% | −64−22.3% | Reduced |
| Dougherty Wealth Advisers LLC | 223 | $332.0K | 0.29% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 223 | $332.0K | 0.03% | +2+0.9% | Added |
| Thrive Wealth Management, LLC | 223 | $332.0K | 0.07% | +27+13.8% | Added |
| iA Global Asset Management Inc. | 222 | $330.0K | 0.01% | −700−75.9% | Reduced |
| Harvest Investment Services, LLC | 221 | $329.0K | 0.13% | −633−74.1% | Reduced |
| Brown Brothers Harriman & Co | 221 | $329.0K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 220 | $328.0K | 0.06% | −31−12.4% | Reduced |
| Fort, L.P. | 219 | $326.0K | 0.83% | −26−10.6% | Reduced |
| Miracle Mile Advisors, LLC | 218 | $324.5K | 0.01% | +218 | New |
| YHB Investment Advisors, Inc. | 217 | $323.0K | 0.03% | −16−6.9% | Reduced |
| Empirical Asset Management, LLC | 217 | $323.0K | 0.12% | +26+13.6% | Added |
| Atomi Financial Group, Inc. | 216 | $321.6K | 0.02% | +13+6.4% | Added |
| Portside Wealth Group, LLC | 215 | $320.1K | 0.06% | −33−13.3% | Reduced |
| McLean Asset Management Corp | 208 | $319.1K | 0.10% | +2+1.0% | Added |
| 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 |
| Harbour Investment Management LLC | 210 | $312.6K | 0.14% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 207 | $308.0K | 0.00% | −294−58.7% | Reduced |
| Manchester Capital Management LLC | 203 | $302.2K | 0.04% | +3+1.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 201 | $299.2K | 0.06% | −1,427−87.7% | Reduced |
| Enterprise Financial Services Corp | 201 | $299.2K | 0.18% | −2−1.0% | Reduced |
| Palisade Asset Management, LLC | 200 | $297.7K | 0.03% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 200 | $297.7K | 0.13% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 199 | $294.1K | 0.00% | +199 | New |
| Acropolis Investment Management, LLC | 197 | $293.3K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 196 | $291.8K | 0.01% | +25+14.6% | Added |
| Stonebridge Capital Advisors LLC | 195 | $290.3K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 232 | $289.9K | 0.08% | 00.0% | Unchanged |
| Eagle Strategies LLC | 194 | $288.8K | 0.06% | +194 | New |
| Summit Trail Advisors, LLC | 191 | $284.3K | 0.01% | +191 | New |
| Gratus Capital LLC | 189 | $281.4K | 0.01% | +189 | New |
| Csenge Advisory Group | 188 | $279.9K | 0.02% | −19−9.2% | Reduced |
| We Are One Seven, LLC | 187 | $278.4K | 0.01% | +187 | New |
| Capstone Financial Advisors, Inc. | 186 | $276.9K | 0.02% | −4−2.1% | Reduced |
| Revisor Wealth Management LLC | 184 | $273.9K | 0.19% | −195−51.5% | Reduced |
| Ronald Blue Trust, Inc. | 217 | $271.2K | 0.00% | +125+135.9% | Added |
| Optivise Advisory Services LLC | 180 | $268.6K | 0.15% | +180 | New |
| Allen Investment Management LLC | 178 | $265.0K | 0.00% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 177 | $263.7K | 0.22% | +5+2.9% | Added |
| Trust Point Inc. | 177 | $263.5K | 0.02% | −54−23.4% | Reduced |
| Wintrust Investments LLC | 176 | $262.0K | 0.02% | +6+3.5% | Added |
| 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 |
| State of Wyoming | 173 | $257.5K | 0.04% | +13+8.1% | Added |
| KG&L Capital Management,LLC | 173 | $257.5K | 0.09% | +173 | New |
| J.W. Cole Advisors, Inc. | 172 | $256.1K | 0.01% | +172 | New |
| Marshall Financial Group LLC | 169 | $251.6K | 0.07% | −21−11.1% | Reduced |
| SNS Financial Group, LLC | 168 | $250.1K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 168 | $250.1K | 0.10% | +168 | 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 |
| 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 |
| 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 |
| Strategic Blueprint, LLC | 160 | $238.2K | 0.02% | −25−13.5% | Reduced |
| Grove Bank & Trust | 160 | $238.2K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 159 | $236.7K | 0.01% | −10−5.9% | Reduced |
| SeaBridge Investment Advisors LLC | 156 | $232.2K | 0.06% | +156 | New |
| ABLE Financial Group, LLC | 155 | $230.7K | 0.08% | +155 | New |
| Huntington National Bank | 152 | $226.3K | 0.00% | +34+28.8% | Added |
| Amplius Wealth Advisors, LLC | 152 | $226.3K | 0.03% | −10−6.2% | Reduced |
| Ballentine Partners, LLC | 152 | $226.3K | 0.00% | +152 | New |
| Baron Wealth Management LLC | 151 | $224.8K | 0.12% | +151 | New |
| Sittner & Nelson, LLC | 150 | $223.3K | 0.11% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 150 | $223.3K | 0.05% | +150 | New |
| Moss Adams Wealth Advisors LLC | 149 | $221.8K | 0.03% | +149 | New |
| Meritage Group LP | 149 | $221.8K | 0.01% | +149 | New |
| Clear Harbor Asset Management, LLC | 149 | $221.8K | 0.02% | +149 | New |
| Lafayette Investments, Inc. | 148 | $220.3K | 0.05% | +148 | New |
| Lifeworks Advisors, LLC | 148 | $220.1K | 0.06% | +148 | New |
| Courier Capital LLC | 147 | $218.8K | 0.02% | +147 | New |
| Aprio Wealth Management, LLC | 146 | $217.3K | 0.04% | −29−16.6% | Reduced |
| Shelton Capital Management | 146 | $217.3K | 0.01% | +146 | 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 |
| Kolinsky Wealth Management, LLC | 144 | $214.4K | 0.15% | +144 | New |
| Pegasus Partners Ltd. | 143 | $212.9K | 0.02% | +143 | New |
| Exchange Bank | 142 | $211.4K | 0.18% | −71−33.3% | Reduced |
| Versor Investments LP | 142 | $211.4K | 0.04% | +142 | New |
| Oversea-Chinese Banking CORP Ltd | 141 | $209.9K | 0.01% | −40−22.1% | Reduced |
| Redwood Investment Management, LLC | 135 | $209.0K | 0.02% | +135 | New |
| Voya Financial Advisors, Inc. | 141 | $208.3K | 0.02% | +141 | New |
| Eqis Capital Management, Inc. | 139 | $207.4K | 0.02% | −46−24.9% | Reduced |
| Crew Capital Management, Ltd. | 139 | $206.9K | 0.17% | +139 | New |
