| Optas, LLC | 373 | $343.4K | 0.06% | +373 | New |
| West Family Investments, Inc. | 370 | $340.6K | 0.08% | +10+2.8% | Added |
| Summit Creek Advisors LLC | 365 | $336.0K | 0.05% | −25−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 365 | $335.9K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 362 | $333.3K | 0.13% | +64+21.5% | Added |
| Clear Creek Financial Management, LLC | 360 | $331.4K | 0.03% | −272−43.0% | Reduced |
| Sowell Financial Services LLC | 354 | $326.1K | 0.01% | −16−4.3% | Reduced |
| Avestar Capital, LLC | 354 | $325.9K | 0.02% | +354 | New |
| First Affirmative Financial Network | 341 | $314.0K | 0.15% | −9−2.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 341 | $313.9K | 0.03% | +341 | New |
| AMG National Trust Bank | 340 | $313.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 339 | $311.8K | 0.00% | +143+73.0% | Added |
| SG Americas Securities, LLC | 338 | $311.0K | 0.00% | −21,380−98.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 337 | $310.6K | 0.02% | −13−3.7% | Reduced |
| BAM Wealth Management, LLC | 335 | $308.4K | 0.24% | +335 | New |
| TigerOak Management, L.L.C. | 334 | $307.5K | 0.10% | 00.0% | Unchanged |
| Ewa, LLC | 333 | $306.8K | 0.08% | +2+0.6% | Added |
| BankPlus Wealth Management LLC | 331 | $305.1K | 0.18% | +2+0.6% | Added |
| Commerzbank Aktiengesellschaft | 330 | $304.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 321 | $295.5K | 0.01% | +18+5.9% | Added |
| Keel Point, LLC | 320 | $294.6K | 0.02% | +30+10.3% | Added |
| Potentia Wealth | 320 | $294.6K | 0.11% | 00.0% | Unchanged |
| Unique Wealth, LLC | 318 | $292.8K | 0.04% | +3+1.0% | Added |
| Camden Capital, LLC | 317 | $292.1K | 0.02% | +317 | New |
| Consolidated Portfolio Review Corp | 317 | $291.8K | 0.04% | +14+4.6% | Added |
| FSM Wealth Advisors, LLC | 315 | $290.1K | 0.04% | +19+6.4% | Added |
| Phoenix Holdings Ltd. | 310 | $285.5K | 0.00% | +310 | New |
| BIP Wealth, LLC | 309 | $284.5K | 0.01% | +309 | New |
| Aptus Capital Advisors, LLC | 307 | $282.6K | 0.00% | +2+0.7% | Added |
| Fedenia Advisers LLC | 305 | $280.8K | 0.11% | +8+2.7% | Added |
| Wallace Advisory Group, LLC | 382 | $279.4K | 0.22% | −59−13.4% | Reduced |
| Prakash Investment Advisors LLC | 300 | $276.2K | 0.20% | +300 | New |
| Allworth Financial LP | 299 | $275.0K | 0.00% | +81+37.2% | Added |
| Cary Street Partner Investment Advisory LLC | 298 | $274.1K | 0.11% | +9+3.1% | Added |
| Journey Strategic Wealth LLC | 297 | $273.4K | 0.01% | −65−18.0% | Reduced |
| Flow Traders U.S. LLC | 292 | $269.0K | 0.01% | +292 | New |
| CX Institutional | 291 | $268.0K | 0.01% | +1+0.3% | Added |
| Dearborn Partners LLC | 290 | $267.0K | 0.01% | +290 | New |
| Personal Cfo Solutions, LLC | 289 | $266.1K | 0.05% | −12−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 283 | $260.5K | 0.04% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 283 | $260.5K | 0.02% | +283 | New |
| Fieldview Capital Management, LLC | 283 | $260.5K | 0.04% | +283 | New |
| First Bank & Trust | 281 | $258.7K | 0.04% | 00.0% | Unchanged |
| Eq LLC | 279 | $257.2K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 273 | $251.0K | 0.01% | −78−22.2% | Reduced |
| Atom Investors LP | 271 | $249.5K | 0.02% | +271 | New |
| Pallas Capital Advisors LLC | 271 | $249.2K | 0.01% | +271 | New |
| Pure Financial Advisors, Inc. | 269 | $247.7K | 0.00% | +269 | New |
| Howard Capital Management Inc. | 269 | $247.7K | 0.00% | +269 | New |
| Shelton Capital Management | 267 | $245.8K | 0.01% | +267 | New |
| Checchi Capital Advisers, LLC | 266 | $244.9K | 0.02% | −73−21.5% | Reduced |
| Alta Advisers Ltd | 265 | $244.0K | 0.07% | +265 | New |
| Woodward Diversified Capital, LLC | 264 | $243.0K | 0.11% | −13−4.7% | Reduced |
| Sonoma Allocations LLC | 233 | $240.0K | 0.09% | +233 | New |
| Massmutual Trust Co FSB | 257 | $236.6K | 0.01% | +8+3.2% | Added |
| AlTi Global, Inc. | 256 | $236.1K | 0.01% | +256 | New |
| Maridea Wealth Management LLC | 229 | $236.0K | 0.04% | +229 | New |
| Naviter Wealth, LLC | 254 | $234.2K | 0.03% | +254 | New |
| Corundum Group, Inc. | 254 | $233.8K | 0.10% | −23−8.3% | Reduced |
| Gladstone Institutional Advisory LLC | 254 | $233.8K | 0.01% | +254 | New |
| Tradition Wealth Management, LLC | 253 | $232.9K | 0.02% | +253 | New |
| SBI Securities Co., Ltd. | 252 | $232.0K | 0.01% | −104−29.2% | Reduced |
| MOKAN Wealth Management Inc. | 248 | $229.3K | 0.12% | +248 | New |
| Miracle Mile Advisors, LLC | 246 | $226.7K | 0.00% | +246 | New |
| Brown Brothers Harriman & Co | 246 | $226.5K | 0.00% | +86+53.8% | Added |
| Sustainable Insight Capital Management, LLC | 244 | $224.6K | 0.07% | +244 | New |
| Simplicity Wealth,LLC | 243 | $224.1K | 0.01% | +243 | New |
| Resonant Capital Advisors, LLC | 243 | $224.1K | 0.01% | +243 | New |
| 180 Wealth Advisors, LLC | 242 | $222.8K | 0.03% | +242 | New |
| Conning Inc. | 241 | $221.9K | 0.01% | +241 | New |
| Gerber Kawasaki Wealth & Investment Management | 238 | $219.3K | 0.01% | −53−18.2% | Reduced |
| PDS Planning, Inc | 238 | $219.1K | 0.02% | +238 | New |
| Bridgewater Advisors Inc. | 227 | $217.5K | 0.02% | +227 | New |
| TCG Advisory Services, LLC | 236 | $217.3K | 0.01% | +236 | New |
| Alpha Family Trust | 235 | $216.3K | 0.10% | +235 | New |
| Meridian Wealth Advisors, LLC | 233 | $214.5K | 0.03% | +233 | New |
| Gsa Capital Partners LLP | 232 | $214.0K | 0.02% | −531−69.6% | Reduced |
| Belpointe Asset Management LLC | 229 | $210.8K | 0.01% | +229 | New |
| Fortis Capital Advisors, LLC | 229 | $210.8K | 0.03% | +229 | New |
| Venturi Wealth Management, LLC | 229 | $210.8K | 0.01% | +229 | New |
| Sunflower Bank, N.A. | 228 | $209.9K | 0.05% | +228 | New |
| Cresset Asset Management, LLC | 227 | $209.4K | 0.00% | +227 | New |
| MCF Advisors LLC | 227 | $209.3K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 227 | $209.2K | 0.02% | +227 | New |
| Wall Street Financial Group, Inc. | 225 | $207.1K | 0.15% | +225 | New |
| International Assets Investment Management, LLC | 276 | $206.4K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 223 | $205.3K | 0.08% | +223 | New |
| CWA Asset Management Group, LLC | 220 | $202.5K | 0.01% | +220 | New |
| Childress Capital Advisors, LLC | 220 | $202.4K | 0.04% | +220 | New |
| CVA Family Office, LLC | 219 | $201.6K | 0.03% | +1+0.5% | Added |
| Purkiss Capital Advisors LLC | 219 | $201.6K | 0.10% | +219 | New |
| Jacobi Capital Management LLC | 218 | $201.1K | 0.01% | +218 | New |
| Drive Wealth Management, LLC | 218 | $200.8K | 0.04% | +218 | New |
| St Germain D J Co Inc | 201 | $185.0K | 0.01% | −29−12.6% | Reduced |
| Firsthand Capital Management, Inc. | 200 | $184.1K | 0.31% | +200 | New |
| Silver Oak Securities, Inc | 197 | $181.4K | 0.01% | +197 | New |
| Montag A & Associates Inc | 189 | $174.3K | 0.01% | −161−46.0% | Reduced |
| LRI Investments, LLC | 188 | $173.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 168 | $154.0K | 0.00% | +168 | New |
| YANKCOM Partnership | 165 | $151.9K | 0.07% | +2+1.2% | Added |
