| Clarus Group, Inc. | 895 | $306.0K | 0.22% | −490−35.4% | Reduced |
| Edge Capital Group, LLC | 886 | $303.0K | 0.02% | −14−1.6% | Reduced |
| Continental Investors Services, Inc. | 906 | $301.8K | 0.36% | +906 | New |
| Beverly Hills Private Wealth, LLC | 970 | $300.0K | 0.05% | +970 | New |
| Cobblestone Capital Advisors LLC | 876 | $299.5K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 874 | $298.9K | 0.04% | +26+3.1% | Added |
| Evoke Wealth, LLC | 873 | $298.5K | 0.01% | +873 | New |
| Fortitude Advisory Group L.L.C. | 871 | $297.8K | 0.22% | −10−1.1% | Reduced |
| Goepper Burkhardt LLC | 864 | $295.4K | 0.18% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 863 | $295.1K | 0.13% | +863 | New |
| Delta Financial Group, Inc. | 862 | $295.0K | 0.35% | +862 | New |
| TrinityPoint Wealth, LLC | 862 | $294.8K | 0.06% | +8+0.9% | Added |
| Magnus Financial Group LLC | 862 | $294.8K | 0.04% | +73+9.3% | Added |
| Evercore Wealth Management, LLC | 861 | $294.4K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 861 | $294.4K | 0.11% | +4+0.5% | Added |
| Trillium Asset Management, LLC | 861 | $294.0K | 0.01% | +861 | New |
| Wrapmanager Inc | 856 | $292.7K | 0.09% | −48−5.3% | Reduced |
| Coastline Trust Co | 855 | $292.4K | 0.04% | +855 | New |
| Concord Wealth Partners | 853 | $291.7K | 0.06% | +323+60.9% | Added |
| TD Private Client Wealth LLC | 852 | $291.3K | 0.01% | +112+15.1% | Added |
| First Affirmative Financial Network | 850 | $290.6K | 0.29% | −1−0.1% | Reduced |
| Bank Hapoalim BM | 847 | $290.0K | 0.04% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 856 | $289.7K | 0.27% | +856 | New |
| Ulland Investment Advisors, LLC | 846 | $289.0K | 0.30% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 844 | $288.6K | 0.01% | −1,841−68.6% | Reduced |
| V-Square Quantitative Management LLC | 843 | $288.3K | 0.21% | +50+6.3% | Added |
| Rollins Financial | 842 | $287.9K | 0.08% | +842 | New |
| Asahi Life Asset Management Co., Ltd. | 840 | $287.2K | 0.09% | −1,330−61.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 840 | $287.2K | 0.03% | +4+0.5% | Added |
| Garden State Investment Advisory Services LLC | 839 | $286.9K | 0.13% | +839 | New |
| Woodley Farra Manion Portfolio Management Inc | 839 | $286.9K | 0.02% | +839 | New |
| UMA Financial Services, Inc. | 851 | $286.0K | 0.07% | −58−6.4% | Reduced |
| Wealthspire Advisors, LLC | 836 | $285.9K | 0.00% | +836 | New |
| Graham Capital Management, L.P. | 834 | $285.2K | 0.01% | −354−29.8% | Reduced |
| Valmark Advisers, Inc. | 828 | $283.1K | 0.01% | −3−0.4% | Reduced |
| Tufton Capital Management | 825 | $282.1K | 0.06% | −15−1.8% | Reduced |
| Verus Capital Partners, LLC | 822 | $281.1K | 0.04% | −10−1.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 822 | $281.1K | 0.10% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 812 | $277.7K | 0.07% | −81−9.1% | Reduced |
| Financial Insights, Inc. | 807 | $275.9K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 807 | $275.9K | 0.02% | +807 | New |
| Driehaus Capital Management LLC | 803 | $274.6K | 0.00% | +803 | New |
| ProVise Management Group, LLC | 801 | $273.9K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $273.9K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 801 | $273.9K | 0.09% | +801 | New |
| Arcataur Capital Management LLC | 801 | $273.9K | 0.11% | +801 | New |
| Arnhold LLC | 800 | $273.6K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 800 | $273.6K | 0.12% | +800 | New |
| Holderness Investments Co | 794 | $271.5K | 0.10% | +5+0.6% | Added |
| Dark Forest Capital Management LP | 784 | $268.1K | 0.03% | +784 | New |
| Middleton & Co Inc | 783 | $267.7K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 776 | $265.3K | 0.05% | +10+1.3% | Added |
| United Capital Management of KS, Inc. | 769 | $263.0K | 0.08% | −105−12.0% | Reduced |
| Thrive Wealth Management, LLC | 769 | $263.0K | 0.07% | +769 | New |
| Ameritas Advisory Services, LLC | 789 | $261.4K | 0.03% | −751−48.8% | Reduced |
| First National Bank of Omaha | 759 | $259.5K | 0.01% | −32−4.0% | Reduced |
| Barings LLC | 759 | $259.5K | 0.01% | +759 | New |
| Meritage Portfolio Management | 751 | $257.0K | 0.02% | +751 | New |
| Wesbanco Bank Inc | 749 | $256.0K | 0.01% | +749 | New |
| Silvia McColl Wealth Management, LLC | 742 | $253.7K | 0.24% | +742 | New |
| LexAurum Advisors, LLC | 741 | $253.4K | 0.08% | −229−23.6% | Reduced |
| Riversedge Advisors, LLC | 741 | $253.4K | 0.07% | +741 | New |
| Moreno Evelyn V | 737 | $252.0K | 0.05% | +737 | New |
| Fortune Financial Advisors, LLC | 735 | $251.4K | 0.19% | +735 | New |
| State of Wyoming | 735 | $251.3K | 0.07% | +448+156.1% | Added |
| Close Asset Management Ltd | 735 | $251.0K | 0.01% | +560+320.0% | Added |
| Concorde Asset Management, LLC | 734 | $251.0K | 0.23% | +734 | New |
| Tanager Wealth Management LLP | 732 | $250.3K | 0.05% | +732 | New |
| WealthPLAN Partners, LLC | 731 | $250.0K | 0.04% | −189−20.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $247.9K | 0.11% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 725 | $247.9K | 0.01% | +725 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 725 | $247.9K | 0.13% | +725 | New |
| Arden Trust Co | 716 | $245.0K | 0.04% | −864−54.7% | Reduced |
| Vaughan David Investments LLC | 714 | $244.0K | 0.01% | +714 | New |
| RSM US Wealth Management LLC | 713 | $243.8K | 0.01% | +713 | New |
| Rosenblum Silverman Sutton S F Inc | 710 | $242.8K | 0.08% | −190−21.1% | Reduced |
| Prio Wealth Limited Partnership | 708 | $242.1K | 0.01% | +708 | New |
| Single Point Partners, LLC | 709 | $242.0K | 0.33% | +709 | New |
| WR Wealth Planners, LLC | 704 | $240.7K | 0.09% | +6+0.9% | Added |
| Avalon Trust Co | 703 | $240.4K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 702 | $240.0K | 0.02% | +702 | New |
| Kelly Lawrence W & Associates Inc | 732 | $240.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $239.7K | 0.03% | −34−4.6% | Reduced |
| Buck Wealth Strategies, LLC | 700 | $239.4K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 698 | $239.0K | 0.04% | +698 | New |
| Reuter James Wealth Management, LLC | 698 | $238.7K | 0.29% | +698 | New |
| Veracity Capital LLC | 696 | $238.0K | 0.10% | +696 | New |
| Prosperity Financial Group, Inc. | 696 | $238.0K | 0.21% | +696 | New |
| Blue Fin Capital, Inc. | 695 | $237.6K | 0.07% | −4−0.6% | Reduced |
| BLB&B Advisors, LLC | 693 | $237.0K | 0.02% | +693 | New |
| Bank of Stockton | 690 | $235.9K | 0.08% | +690 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 686 | $234.6K | 0.01% | +686 | New |
| Strengthening Families & Communities, LLC | 681 | $233.0K | 0.10% | +681 | New |
| Penobscot Investment Management Company, Inc. | 675 | $230.8K | 0.04% | +675 | New |
| Viewpoint Capital Management LLC | 675 | $230.8K | 0.18% | +675 | New |
| Arvest Trust Co N A | 709 | $230.0K | 0.01% | +709 | New |
| Hendershot Investments Inc. | 672 | $229.8K | 0.04% | −334−33.2% | Reduced |
| KRS Capital Management, LLC | 672 | $229.8K | 0.23% | +672 | New |
| Regent Peak Wealth Advisors LLC | 671 | $229.4K | 0.07% | +671 | New |
| SageView Advisory Group, LLC | 663 | $226.7K | 0.01% | +663 | New |
