| Counterpoint Mutual Funds LLC | 314 | $269.4K | 0.03% | −152−32.6% | Reduced |
| Modern Wealth Management, LLC | 314 | $269.3K | 0.00% | +52+19.8% | Added |
| Dynasty Wealth Management, LLC | 313 | $268.6K | 0.00% | −12−3.7% | Reduced |
| Gsa Capital Partners LLP | 312 | $268.0K | 0.02% | −923−74.7% | Reduced |
| Legacy Capital Group California, Inc. | 312 | $267.7K | 0.08% | −26−7.7% | Reduced |
| Mullooly Asset Management, Inc. | 312 | $267.7K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 312 | $267.7K | 0.02% | +21+7.2% | Added |
| Diversified Enterprises, LLC | 312 | $267.7K | 0.01% | +312 | New |
| Associated Banc-Corp | 312 | $267.7K | 0.01% | +7+2.3% | Added |
| Sagespring Wealth Partners, LLC | 310 | $266.0K | 0.00% | −18−5.5% | Reduced |
| Marks Group Wealth Management, Inc | 310 | $266.0K | 0.02% | +10+3.3% | Added |
| Drucker Wealth 3.0, LLC | 309 | $265.1K | 0.04% | −6−1.9% | Reduced |
| QTR Family Wealth, LLC | 307 | $263.4K | 0.09% | +46+17.6% | Added |
| Alta Advisers Ltd | 307 | $263.4K | 0.06% | +307 | New |
| Palisades Hudson Asset Management, L.P. | 305 | $262.0K | 0.09% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 304 | $261.0K | 0.06% | +304 | New |
| Empower Advisory Group, LLC | 304 | $260.9K | 0.00% | −36−10.6% | Reduced |
| J.W. Cole Advisors, Inc. | 300 | $257.4K | 0.00% | −1,042−77.6% | Reduced |
| South Shore Capital Advisors | 300 | $257.4K | 0.17% | −100−25.0% | Reduced |
| Purpose Unlimited Inc. | 300 | $257.4K | 0.01% | +300 | New |
| Symphony Financial, Ltd. Co. | 301 | $256.7K | 0.03% | −31−9.3% | Reduced |
| Delta Investment Management, LLC | 299 | $256.6K | 0.04% | +299 | New |
| Chesley Taft & Associates LLC | 298 | $255.7K | 0.01% | −247−45.3% | Reduced |
| Conning Inc. | 298 | $255.7K | 0.01% | +298 | New |
| Capital CS Group, LLC | 297 | $254.8K | 0.37% | +297 | New |
| Essential Partners LLC | 296 | $254.0K | 0.12% | +82+38.3% | Added |
| West Family Investments, Inc. | 296 | $254.0K | 0.07% | +296 | New |
| Bayesian Capital Management, LP | 296 | $254.0K | 0.16% | +296 | New |
| Cooper Financial Group | 295 | $253.1K | 0.02% | −6−2.0% | Reduced |
| DRW Securities, LLC | 295 | $253.1K | 0.02% | +295 | New |
| Prescott Group Capital Management, L.L.C. | 289 | $248.0K | 0.02% | +289 | New |
| George Kaiser Family Foundation | 289 | $248.0K | 0.02% | +289 | New |
| Abundance Wealth Counselors | 288 | $247.1K | 0.02% | +288 | New |
| Sagewood Asset Management LP | 287 | $246.3K | 0.06% | +287 | New |
| Turtle Creek Wealth Advisors, LLC | 286 | $245.4K | 0.01% | +286 | New |
| Riversedge Advisors, LLC | 285 | $244.5K | 0.03% | +285 | New |
| Howard Financial Services, Ltd. | 284 | $243.7K | 0.02% | +284 | New |
| Icon Wealth Advisors, LLC | 284 | $243.7K | 0.01% | +284 | New |
| Huntington National Bank | 284 | $243.7K | 0.00% | +145+104.3% | Added |
| Umb Bank N A | 283 | $242.8K | 0.00% | −240−45.9% | Reduced |
| Evolve Private Wealth, LLC | 283 | $242.8K | 0.01% | −100−26.1% | Reduced |
| Simplicity Wealth,LLC | 282 | $242.0K | 0.01% | +282 | New |
| Global Financial Private Client, LLC | 281 | $241.1K | 0.07% | +281 | New |
| Tejara Capital Ltd | 280 | $240.3K | 0.10% | +280 | New |
| Saranac Partners Ltd | 280 | $240.3K | 0.08% | +280 | New |
| Balboa Wealth Partners | 279 | $239.4K | 0.03% | +279 | New |
| Northwest Wealth Management, LLC | 276 | $236.8K | 0.03% | +276 | New |
| Stratos Wealth Advisors, LLC | 276 | $236.8K | 0.01% | +276 | New |
| Resonant Capital Advisors, LLC | 275 | $236.0K | 0.01% | +275 | New |
| Sovran Advisors, LLC | 361 | $235.3K | 0.02% | +57+18.8% | Added |
| Massmutual Trust Co FSB | 274 | $235.1K | 0.01% | +37+15.6% | Added |
| Wick Capital Partners, LLC | 274 | $235.1K | 0.04% | +274 | New |
| Allen Capital Group, LLC | 273 | $234.3K | 0.02% | +273 | New |
| Intrua Financial, LLC | 273 | $234.3K | 0.02% | +273 | New |
| Strategy Asset Managers LLC | 272 | $233.4K | 0.03% | +272 | New |
| Concorde Asset Management, LLC | 271 | $232.5K | 0.13% | −31−10.3% | Reduced |
| HBK Sorce Advisory LLC | 281 | $232.2K | 0.00% | −3−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 271 | $232.2K | 0.00% | +271 | New |
| Farringdon Capital, Ltd. | 270 | $231.7K | 0.11% | +270 | New |
| Waterloo Capital, L.P. | 269 | $230.8K | 0.01% | +269 | New |
| Capital Investment Advisors, LLC | 268 | $230.1K | 0.00% | +268 | New |
| Blue Fin Capital, Inc. | 268 | $230.0K | 0.03% | +268 | New |
| waypoint wealth counsel | 266 | $228.2K | 0.14% | −37−12.2% | Reduced |
| Legato Capital Management LLC | 264 | $226.5K | 0.02% | −186−41.3% | Reduced |
| Klingman & Associates, LLC | 262 | $224.8K | 0.01% | +262 | New |
| Everpar Advisors LLC | 261 | $224.0K | 0.06% | +261 | New |
| Essex LLC | 260 | $223.1K | 0.03% | +260 | New |
| Forum Financial Management, LP | 260 | $223.1K | 0.00% | +260 | New |
| Resurgent Financial Advisors LLC | 260 | $223.1K | 0.06% | +260 | New |
| Fairfield Financial Advisors, LTD | 259 | $222.2K | 0.09% | +259 | New |
| Nolet Wealth Management, LLC | 257 | $220.9K | 0.12% | +257 | New |
| Quantum Financial Advisors, LLC | 257 | $220.5K | 0.02% | +257 | New |
| Venture Visionary Partners LLC | 255 | $218.8K | 0.01% | +255 | New |
| Credit Industriel Et Commercial | 254 | $217.9K | 0.02% | +254 | New |
| Chico Wealth RIA | 252 | $216.2K | 0.11% | +252 | New |
| OpenArc Corporate Advisory, LLC | 252 | $216.2K | 0.00% | +252 | New |
| FSA Advisors, Inc. | 250 | $214.5K | 0.10% | +250 | New |
| Portside Wealth Group, LLC | 250 | $214.5K | 0.03% | +250 | New |
| Massar Capital Management, LP | 250 | $214.5K | 0.07% | +250 | New |
| LifeGoal Wealth Advisors | 250 | $214.5K | 0.10% | +250 | New |
| Fiduciary Trust Co | 249 | $213.9K | 0.00% | −87−25.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 248 | $212.8K | 0.05% | −2−0.8% | Reduced |
| Quarry LP | 248 | $212.8K | 0.03% | +75+43.4% | Added |
| Aspiriant, LLC | 247 | $211.9K | 0.01% | +247 | New |
| Evolution Wealth Advisors, LLC | 247 | $211.9K | 0.02% | +247 | New |
| TigerOak Management, L.L.C. | 247 | $211.9K | 0.06% | +247 | New |
| Angeles Wealth Management, LLC | 245 | $210.2K | 0.01% | +245 | New |
| Vigilare Wealth Management | 244 | $209.4K | 0.06% | −155−38.8% | Reduced |
| Signal Advisors Wealth, LLC | 243 | $208.5K | 0.01% | +243 | New |
| Polen Capital Management LLC | 243 | $208.5K | 0.00% | +243 | New |
| Prevail Innovative Wealth Advisors, LLC | 242 | $207.7K | 0.03% | +242 | New |
| Ironwood Investment Counsel, LLC | 242 | $207.7K | 0.03% | −248−50.6% | Reduced |
| Income Insurance Ltd | 240 | $205.9K | 0.12% | +240 | New |
| Kiker Wealth Management, LLC | 239 | $205.1K | 0.08% | +239 | New |
| Signet Private Wealth LLC | 239 | $205.1K | 0.16% | +239 | New |
| Five Oceans Advisors | 238 | $204.2K | 0.07% | +238 | New |
| 1st Source Bank | 237 | $203.4K | 0.01% | +237 | New |
| Wesbanco Bank Inc | 236 | $202.5K | 0.01% | +236 | New |
| Intesa Sanpaolo Wealth Management | 236 | $202.5K | 0.04% | +236 | New |
| Facet Wealth, Inc. | 235 | $201.6K | 0.00% | +235 | New |
