| Activest Wealth Management | 1,020 | $281.7K | 0.05% | 00.0% | Unchanged |
| 111 Capital | 1,018 | $281.1K | 0.05% | +1,018 | New |
| Equitable Trust Co | 1,017 | $280.9K | 0.01% | +1,017 | New |
| Manchester Financial Inc | 1,015 | $280.3K | 0.05% | +1,015 | New |
| Dimensional Fund Advisors LP | 1,015 | $280.3K | 0.00% | +1,015 | New |
| State of Wyoming | 1,012 | $279.5K | 0.03% | +1,010+50,500.0% | Added |
| StoneX Group Inc. | 1,011 | $279.2K | 0.01% | −4,951−83.0% | Reduced |
| Osmosis Investment Management UK Ltd | 1,006 | $277.8K | 0.01% | +1,006 | New |
| Pasadena Private Wealth, LLC | 1,001 | $276.3K | 0.04% | +1,001 | New |
| Albion Financial Group | 1,000 | $276.2K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,000 | $276.2K | 0.25% | +1,000 | New |
| Alan B. Lancz & Associates, Inc. | 1,000 | $276.2K | 0.24% | +1,000 | New |
| LGT Group Foundation | 1,000 | $276.2K | 0.00% | +1,000 | New |
| Johnson & White Wealth Management, LLC | 1,000 | $276.2K | 0.10% | +1,000 | New |
| Arcadia Wealth Management, Inc. | 1,000 | $276.2K | 0.13% | +1,000 | New |
| Optimus Capital Advisors, LLC | 1,000 | $276.2K | 0.15% | +1,000 | New |
| Two Sigma Securities, LLC | 997 | $275.3K | 0.02% | +997 | New |
| Envestnet Portfolio Solutions, Inc. | 996 | $275.1K | 0.00% | +996 | New |
| Crumly & Associates Inc. | 986 | $272.3K | 0.05% | +986 | New |
| Illumine Investment Management, LLC | 0 | $271.8K | 0.18% | 0 | New |
| Ledyard National Bank | 982 | $271.2K | 0.02% | +982 | New |
| Adviser Investments LLC | 970 | $267.9K | 0.00% | +970 | New |
| Keybank National Association | 961 | $265.4K | 0.00% | +961 | New |
| Asahi Life Asset Management Co., Ltd. | 943 | $260.4K | 0.15% | +943 | New |
| Integrity Wealth Solutions LLC | 942 | $260.2K | 0.10% | +942 | New |
| Waterloo Capital, L.P. | 937 | $258.8K | 0.01% | +937 | New |
| Sound View Wealth Advisors Group, LLC | 937 | $258.8K | 0.02% | +937 | New |
| Sunpointe, LLC | 932 | $257.4K | 0.07% | +932 | New |
| Kuhn & Co Investment Counsel | 931 | $257.1K | 0.15% | +931 | New |
| F&V Capital Management, LLC | 930 | $257.0K | 0.05% | +930 | New |
| Umb Bank N A | 930 | $256.8K | 0.00% | −162−14.8% | Reduced |
| CCG Wealth Management, LLC | 930 | $256.8K | 0.06% | +930 | New |
| Syon Capital LLC | 925 | $255.5K | 0.01% | +925 | New |
| AlpInvest Partners B.V. | 924 | $255.2K | 0.43% | +924 | New |
| Aurora Private Wealth, Inc. | 925 | $255.0K | 0.16% | +925 | New |
| Quadcap Wealth Management, LLC | 923 | $254.9K | 0.02% | +923 | New |
| Fort Sheridan Advisors LLC | 916 | $252.9K | 0.03% | +916 | New |
| Lake Hills Wealth Management, LLC | 913 | $252.1K | 0.11% | +913 | New |
| Capital Advisors Inc | 912 | $251.9K | 0.00% | +912 | New |
| Oslo Pensjonsforsikring AS | 911 | $251.6K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 901 | $248.8K | 0.00% | +901 | New |
| Fire Capital Management LLC | 898 | $248.0K | 0.10% | +898 | New |
| Sagespring Wealth Partners, LLC | 895 | $247.1K | 0.00% | +895 | New |
| Mountain Capital Investment Advisors, Inc | 891 | $246.1K | 0.04% | +891 | New |
| Wealthfront Advisers LLC | 888 | $245.2K | 0.00% | +888 | New |
| Claro Advisors LLC | 887 | $245.0K | 0.03% | +887 | New |
| Sound Income Strategies, LLC | 885 | $244.4K | 0.01% | +625+240.4% | Added |
| TTP Investments, Inc. | 884 | $244.0K | 0.10% | −1,292−59.4% | Reduced |
| Thomasville National Bank | 880 | $243.0K | 0.01% | +880 | New |
| Covestor Ltd | 881 | $243.0K | 0.14% | −6,727−88.4% | Reduced |
| Valmark Advisers, Inc. | 878 | $242.5K | 0.00% | +878 | New |
| Apollon Financial, LLC | 874 | $241.4K | 0.03% | +874 | New |
| Almanack Investment Partners, LLC. | 870 | $240.3K | 0.03% | +870 | New |
| Arlington Capital Management, Inc. | 863 | $238.3K | 0.15% | +863 | New |
| Bravera Wealth | 862 | $238.1K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 862 | $238.1K | 0.01% | +862 | New |
| Greykasell Wealth Strategies, Inc. | 855 | $236.2K | 0.09% | +855 | New |
| QRG Capital Management, Inc. | 852 | $235.3K | 0.00% | +852 | New |
| Blume Capital Management, Inc. | 850 | $234.7K | 0.03% | −25−2.9% | Reduced |
| 6th Street Advisors, LLC | 846 | $233.6K | 0.13% | +846 | New |
| Waratah Capital Advisors Ltd. | 840 | $232.0K | 0.02% | +840 | New |
| Worth Asset Management, LLC | 840 | $232.0K | 0.07% | +840 | New |
| Commerce Bank | 838 | $231.4K | 0.00% | +838 | New |
| Northwest & Ethical Investments L.P. | 886 | $231.4K | 0.01% | −2,170−71.0% | Reduced |
| Interchange Capital Partners, LLC | 836 | $230.9K | 0.04% | +836 | New |
| Bayshore Asset Management, LLC | 830 | $229.2K | 0.08% | +830 | New |
| Instrumental Wealth, LLC | 829 | $228.8K | 0.12% | +829 | New |
| Childress Capital Advisors, LLC | 823 | $227.3K | 0.04% | +823 | New |
| Callan Family Office, LLC | 820 | $226.5K | 0.00% | +820 | New |
| Mather Group, LLC. | 818 | $225.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 810 | $224.0K | 0.01% | −1,190−59.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 811 | $224.0K | 0.03% | +811 | New |
| Cyndeo Wealth Partners, LLC | 810 | $223.6K | 0.01% | +810 | New |
| Frisch Financial Group, Inc. | 807 | $222.9K | 0.04% | +807 | New |
| Abner Herrman & Brock LLC | 805 | $222.0K | 0.02% | +805 | New |
| Rothschild Investment LLC | 803 | $221.8K | 0.01% | −15−1.8% | Reduced |
| STG Securities, LLC | 803 | $221.8K | 0.24% | +803 | New |
| Everpar Advisors LLC | 800 | $220.9K | 0.06% | +800 | New |
| Orca Wealth Management, LLC | 800 | $220.9K | 0.13% | +800 | New |
| Opal Wealth Advisors, LLC | 798 | $220.4K | 0.05% | +16+2.0% | Added |
| Van Hulzen Asset Management, LLC | 798 | $220.4K | 0.02% | +798 | New |
| Verdence Capital Advisors LLC | 796 | $219.8K | 0.01% | +796 | New |
| GLR Partners, LLC | 794 | $219.3K | 0.10% | +794 | New |
| Clay Northam Wealth Management, LLC | 790 | $218.2K | 0.11% | +790 | New |
| Fusion Capital, LLC | 788 | $217.7K | 0.05% | +788 | New |
| Thayer Partners, LLC | 788 | $217.6K | 0.09% | +788 | New |
| Clark Asset Management, LLC | 787 | $217.3K | 0.02% | +787 | New |
| Urban Wealth Management, LLC | 786 | $217.1K | 0.19% | +786 | New |
| Uniplan Investment Counsel, Inc. | 784 | $216.5K | 0.02% | +784 | New |
| Maridea Wealth Management LLC | 779 | $215.2K | 0.02% | +779 | New |
| Dorsey & Whitney Trust CO LLC | 770 | $212.7K | 0.01% | +770 | New |
| Ferguson Wellman Capital Management, Inc | 763 | $210.7K | 0.00% | +763 | New |
| Advisors Asset Management, Inc. | 761 | $210.2K | 0.00% | +497+188.3% | Added |
| Carnegie Lake Advisors LLC | 750 | $207.1K | 0.08% | +750 | New |
| Matrix Private Capital Group LLC | 748 | $206.6K | 0.09% | +748 | New |
| Cookson Peirce & Co Inc | 744 | $205.5K | 0.01% | +744 | New |
| Pine Valley Investments Ltd Liability Co | 744 | $205.5K | 0.01% | +744 | New |
| AlphaCore Capital LLC | 743 | $205.2K | 0.00% | +743 | New |
| Brinker Capital Investments, LLC | 732 | $202.2K | 0.00% | +732 | New |
| Mesirow Financial Investment Management, Inc. | 730 | $201.6K | 0.00% | +730 | New |
