| PDS Planning, Inc | 189 | $374.6K | 0.02% | +22+13.2% | Added |
| Monticello Wealth Management, LLC | 189 | $374.6K | 0.02% | +189 | New |
| Kathmere Capital Management, LLC | 188 | $372.6K | 0.02% | +23+13.9% | Added |
| Oslo Pensjonsforsikring AS | 188 | $372.6K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 187 | $370.6K | 0.01% | −6−3.1% | Reduced |
| Bayesian Capital Management, LP | 186 | $368.6K | 0.24% | +186 | New |
| Quarry LP | 186 | $368.6K | 0.06% | −68−26.8% | Reduced |
| Gallacher Capital Management LLC | 186 | $368.0K | 0.21% | −525−73.8% | Reduced |
| City Center Advisors, LLC | 185 | $366.8K | 0.30% | −7−3.6% | Reduced |
| Layline Advisors, LLC | 184 | $365.5K | 0.33% | −149−44.7% | Reduced |
| Brookstone Capital Management | 183 | $362.7K | 0.00% | −97−34.6% | Reduced |
| Curated Wealth Partners LLC | 183 | $362.7K | 0.04% | +31+20.4% | Added |
| BankChampaign, National Association | 183 | $362.7K | 0.28% | +183 | New |
| Twin Capital Management Inc | 182 | $360.7K | 0.04% | 00.0% | Unchanged |
| WBI Investments | 180 | $356.3K | 0.09% | +180 | New |
| Massmutual Trust Co FSB | 179 | $354.8K | 0.01% | −18−9.1% | Reduced |
| Princeton Global Asset Management LLC | 178 | $353.1K | 0.05% | +28+18.7% | Added |
| Versant Capital Management, Inc | 177 | $351.2K | 0.03% | +11+6.6% | Added |
| Aaron Wealth Advisors | 177 | $350.8K | 0.02% | +177 | New |
| Credit Capital Investments LLC | 175 | $346.8K | 0.20% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 175 | $346.8K | 0.18% | +175 | New |
| Arcus Capital Partners, LLC | 174 | $344.9K | 0.14% | −11−5.9% | Reduced |
| Keudell/Morrison Wealth Management | 174 | $344.9K | 0.07% | 00.0% | Unchanged |
| Turner Financial Group, Inc. | 171 | $337.9K | 0.34% | +171 | New |
| Left Brain Wealth Management, LLC | 170 | $336.9K | 0.10% | +170 | New |
| Great Valley Advisor Group, Inc. | 169 | $335.1K | 0.01% | +169 | New |
| Claro Advisors LLC | 169 | $334.9K | 0.04% | −16−8.6% | Reduced |
| Omnia Family Wealth, LLC | 169 | $334.9K | 0.09% | +2+1.2% | Added |
| Parkside Financial Bank & Trust | 168 | $333.0K | 0.02% | −28−14.3% | Reduced |
| Basecamp Wealth Advisors LLC | 168 | $333.0K | 0.06% | +1+0.6% | Added |
| Markin Volterra Fund LP | 167 | $331.0K | 1.12% | −5−2.9% | Reduced |
| Verum Partners LLC | 167 | $331.0K | 0.05% | +2+1.2% | Added |
| Mather Group, LLC. | 167 | $331.0K | 0.00% | +11+7.1% | Added |
| Pure Financial Advisors, Inc. | 167 | $331.0K | 0.00% | +167 | New |
| Stanley-Laman Group, Ltd. | 167 | $331.0K | 0.03% | +167 | New |
| Third View Private Wealth, LLC | 167 | $331.0K | 0.04% | +167 | New |
| Lombard Odier Asset Management (USA) Corp | 165 | $327.0K | 0.29% | +165 | New |
| Cypress Point Wealth Management, LLC | 165 | $327.0K | 0.07% | +165 | New |
| International Assets Investment Management, LLC | 175 | $326.4K | 0.02% | −5−2.8% | Reduced |
| Values First Advisors, Inc. | 162 | $321.2K | 0.15% | +162 | New |
| Stonebrook Private Inc. | 162 | $321.1K | 0.06% | +162 | New |
| Causeway Capital Management LLC | 162 | $321.1K | 0.00% | −22−12.0% | Reduced |
| Maia Wealth LLC | 161 | $319.1K | 0.05% | −12−6.9% | Reduced |
| Power Wealth Management LLC | 161 | $319.1K | 0.11% | −2−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 160 | $317.6K | 0.01% | −94−37.0% | Reduced |
| SFMG, LLC | 160 | $317.1K | 0.02% | −154−49.0% | Reduced |
| Greenwich Wealth Management LLC | 159 | $316.0K | 0.01% | +159 | New |
| Central Valley Advisors, LLC | 159 | $315.1K | 0.08% | 00.0% | Unchanged |
| Legato Capital Management LLC | 157 | $311.2K | 0.03% | −94−37.5% | Reduced |
| Chicago Trust Co NA | 157 | $311.2K | 0.05% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 157 | $311.2K | 0.18% | +2+1.3% | Added |
| Ibex Wealth Advisors | 156 | $309.3K | 0.02% | +2+1.3% | Added |
| Clearstead Advisors, LLC | 156 | $309.2K | 0.00% | −791−83.5% | Reduced |
| Brevan Howard Capital Management LP | 155 | $307.2K | 0.00% | −1,489−90.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 155 | $307.2K | 0.03% | +155 | New |
| George Kaiser Family Foundation | 155 | $307.2K | 0.03% | +155 | New |
| Prosperity Consulting Group, LLC | 155 | $307.2K | 0.01% | +155 | New |
| Accredited Investors Inc. | 155 | $307.2K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 182 | $306.4K | 0.00% | +182 | New |
| Total Clarity Wealth Management, Inc. | 152 | $301.3K | 0.06% | +152 | New |
| Barnes Dennig Private Wealth Management LLC | 152 | $301.3K | 0.24% | −11−6.7% | Reduced |
| Smartleaf Asset Management LLC | 153 | $298.2K | 0.01% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 150 | $297.3K | 0.09% | −98−39.5% | Reduced |
| JDH Wealth Management, LLC | 150 | $297.3K | 0.18% | −2−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 150 | $297.3K | 0.03% | +150 | New |
| Summitry LLC | 149 | $295.3K | 0.01% | +149 | New |
| Perennial Investment Advisors, LLC | 148 | $294.0K | 0.02% | +148 | New |
| Tanager Wealth Management LLP | 148 | $293.3K | 0.03% | +148 | New |
| Texas Capital Bank Wealth Management Services Inc | 146 | $290.3K | 0.02% | +146 | New |
| CWA Asset Management Group, LLC | 146 | $289.4K | 0.01% | +146 | New |
| Central Trust Co | 146 | $289.4K | 0.01% | +113+342.4% | Added |
| HBE Wealth Management, LLC | 146 | $289.4K | 0.21% | +146 | New |
| Sovereign Financial Group, Inc. | 145 | $287.4K | 0.04% | +145 | New |
| Keel Point, LLC | 144 | $285.4K | 0.02% | +144 | New |
| BTG Pactual Asset Management US LLC | 142 | $281.4K | 0.02% | +142 | New |
| Avid Wealth Partners LLC | 141 | $279.5K | 0.14% | −29−17.1% | Reduced |
| Kelman-Lazarov, Inc. | 141 | $279.5K | 0.04% | +141 | New |
| Mosaic Family Wealth Partners, LLC | 141 | $279.5K | 0.02% | +141 | New |
| HBW Advisory Services LLC | 141 | $279.3K | 0.03% | +141 | New |
| Empire Financial Management Company, LLC | 140 | $277.5K | 0.11% | −10−6.7% | Reduced |
| Crewe Advisors LLC | 140 | $277.5K | 0.02% | +76+118.8% | Added |
| Camarda Financial Advisors, LLC | 139 | $275.5K | 0.08% | +139 | New |
| R Squared Ltd | 137 | $271.5K | 0.14% | −228−62.5% | Reduced |
| Fragasso Group Inc. | 136 | $269.5K | 0.01% | +136 | New |
| BCS Wealth Management | 136 | $269.5K | 0.05% | +136 | New |
| Persistent Asset Partners Ltd | 136 | $269.5K | 0.09% | +136 | New |
| Empirical Asset Management, LLC | 135 | $267.7K | 0.06% | +135 | New |
| Mill Capital Management, LLC | 135 | $267.6K | 0.02% | +135 | New |
| TRB Wealth Management, LLC | 135 | $267.6K | 0.04% | +135 | New |
| Evergreen Wealth Solutions, LLC | 154 | $266.3K | 0.01% | −2−1.3% | Reduced |
| Baron Wealth Management LLC | 134 | $265.6K | 0.07% | +134 | New |
| VisionPoint Advisory Group, LLC | 133 | $263.6K | 0.04% | −100−42.9% | Reduced |
| Ascent Group, LLC | 133 | $263.6K | 0.01% | +133 | New |
| MASTERINVEST Kapitalanlage GmbH | 133 | $263.6K | 0.02% | +133 | New |
| F/M Investments LLC | 135 | $262.6K | 0.01% | −53−28.2% | Reduced |
| E Fund Management Co., Ltd. | 132 | $261.6K | 0.01% | +132 | New |
| Foundations Investment Advisors, LLC | 130 | $257.7K | 0.00% | +130 | New |
| Gladstone Capital Management LLP | 130 | $257.7K | 0.03% | +130 | New |
| Fermata Advisors, LLC | 130 | $257.7K | 0.05% | +130 | New |
| Wiregrass Investment Management LLC | 130 | $257.7K | 0.18% | +130 | New |
