| Obermeyer Wood Investment Counsel, LLLP | 691 | $615.9K | 0.03% | +32+4.9% | Added |
| Nicholas Hoffman & Company, LLC. | 692 | $616.8K | 0.02% | +17+2.5% | Added |
| Naples Global Advisors, LLC | 692 | $616.8K | 0.06% | +59+9.3% | Added |
| Magnolia Capital Advisors LLC | 694 | $618.6K | 0.16% | +694 | New |
| Quintet Private Bank (Europe) S.A. | 695 | $619.5K | 0.03% | −118−14.5% | Reduced |
| Tyler-Stone Wealth Management | 696 | $620.4K | 0.11% | −113−14.0% | Reduced |
| Saxony Capital Management, LLC | 697 | $621.3K | 0.55% | −10−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 698 | $622.1K | 0.24% | −15−2.1% | Reduced |
| KCM Investment Advisors LLC | 698 | $622.1K | 0.02% | −4−0.6% | Reduced |
| Sulzberger Capital Advisors, Inc. | 698 | $622.1K | 0.71% | +698 | New |
| MBL Wealth, LLC | 699 | $623.0K | 0.06% | +260+59.2% | Added |
| TCI Wealth Advisors, Inc. | 700 | $623.9K | 0.05% | +11+1.6% | Added |
| Castleview Partners, LLC | 707 | $626.9K | 0.34% | −98−12.2% | Reduced |
| Yeomans Consulting Group, Inc. | 704 | $627.5K | 0.24% | +200+39.7% | Added |
| Intrua Financial, LLC | 709 | $631.9K | 0.10% | −122−14.7% | Reduced |
| Westwood Holdings Group Inc. | 709 | $631.9K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 710 | $632.3K | 0.14% | +38+5.7% | Added |
| Highline Wealth Partners LLC | 710 | $632.8K | 0.21% | +17+2.5% | Added |
| TD Capital Management LLC | 711 | $633.7K | 0.06% | −3−0.4% | Reduced |
| Opes Wealth Management LLC | 712 | $634.6K | 0.13% | +163+29.7% | Added |
| New World Advisors LLC | 714 | $636.4K | 0.15% | −10−1.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 716 | $638.2K | 0.08% | +22+3.2% | Added |
| Jackson Creek Investment Advisors LLC | 717 | $639.0K | 0.19% | −4−0.6% | Reduced |
| Integrity Wealth Solutions LLC | 717 | $639.1K | 0.36% | +199+38.4% | Added |
| Kingstone Capital Partners Texas, LLC | 718 | $640.0K | 0.52% | +718 | New |
| Gradient Capital Advisors, LLC | 719 | $640.9K | 0.21% | −4−0.6% | Reduced |
| Werba Rubin Papier Wealth Management | 719 | $640.9K | 0.15% | +17+2.4% | Added |
| Moment Partners, LLC | 720 | $641.8K | 0.12% | +720 | New |
| MPS Loria Financial Planners, LLC | 721 | $642.6K | 0.19% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 722 | $643.1K | 0.36% | +10+1.4% | Added |
| Sterling Investment Advisors, Ltd. | 722 | $643.6K | 0.16% | −27−3.6% | Reduced |
| Spartan Planning & Wealth Management | 724 | $645.3K | 0.59% | +724 | New |
| RVW Wealth, LLC | 724 | $645.3K | 0.06% | +724 | New |
| Y-Intercept (Hong Kong) Ltd | 725 | $646.2K | 0.04% | −1,010−58.2% | Reduced |
| Sonora Investment Management Group, LLC | 725 | $646.2K | 0.05% | +8+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 727 | $648.0K | 0.01% | +70+10.7% | Added |
| Cascade Financial Partners, LLC | 727 | $648.3K | 0.08% | −12−1.6% | Reduced |
| Global Trust Asset Management, LLC | 728 | $648.9K | 0.25% | −40−5.2% | Reduced |
| Emerald Advisers, LLC | 731 | $651.6K | 0.03% | −15−2.0% | Reduced |
| Kolinsky Wealth Management, LLC | 733 | $653.3K | 0.40% | −21−2.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 733 | $653.3K | 0.09% | +3+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 734 | $654.3K | 0.13% | +31+4.4% | Added |
| Five Oceans Advisors | 735 | $655.1K | 0.30% | +6+0.8% | Added |
| David R. Rahn & Associates Inc. | 735 | $655.1K | 0.21% | +250+51.5% | Added |
| Hallmark Capital Management Inc | 737 | $656.9K | 0.05% | +38+5.4% | Added |
| Purus Wealth Management, LLC | 738 | $657.6K | 0.26% | +51+7.4% | Added |
| New Capital Management LP | 738 | $657.8K | 0.19% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 738 | $657.8K | 0.34% | +8+1.1% | Added |
| Sheets Smith Wealth Management | 741 | $660.5K | 0.08% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 741 | $660.5K | 0.71% | +741 | New |
| Fort Sheridan Advisors LLC | 742 | $661.4K | 0.10% | +100+15.6% | Added |
| Maia Wealth LLC | 681 | $661.9K | 0.14% | +21+3.2% | Added |
| Clarendon Private LLC | 745 | $664.0K | 0.70% | +745 | New |
| Atlantic Trust, LLC | 745 | $664.0K | 0.14% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 746 | $664.9K | 0.46% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 749 | $667.6K | 0.05% | +31+4.3% | Added |
| Welch Group, LLC | 742 | $668.1K | 0.03% | −9−1.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 750 | $668.5K | 0.39% | +50+7.1% | Added |
| Martin Capital Advisors, LLP | 750 | $668.5K | 0.43% | +750 | New |
| M3 Advisory Group, LLC | 753 | $670.9K | 0.48% | +15+2.0% | Added |
| Fusion Capital, LLC | 754 | $671.6K | 0.27% | +14+1.9% | Added |
| Able Wealth Management LLC | 754 | $672.1K | 0.44% | +4+0.5% | Added |
| Prostatis Group LLC | 754 | $672.1K | 0.20% | +27+3.7% | Added |
| Lodestar Private Asset Management LLC | 755 | $672.9K | 0.08% | −119−13.6% | Reduced |
| Fedenia Advisers LLC | 755 | $672.9K | 0.39% | +755 | New |
| SignalPoint Asset Management, LLC | 757 | $674.7K | 0.16% | −152−16.7% | Reduced |
| Hartline Investment Corp | 757 | $674.7K | 0.08% | −10−1.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 759 | $676.5K | 0.01% | −35−4.4% | Reduced |
| Johnson Financial Group, Inc. | 693 | $676.9K | 0.03% | −621−47.3% | Reduced |
| ORG Wealth Partners, LLC | 760 | $677.4K | 0.21% | +42+5.8% | Added |
| Wayfinding Financial, LLC | 762 | $679.0K | 0.36% | +762 | New |
| Williamson Legacy Group, LLC | 763 | $680.1K | 0.45% | +763 | New |
| Virtue Capital Management, LLC | 764 | $681.0K | 0.14% | −58−7.1% | Reduced |
| Merriman Wealth Management, LLC | 764 | $681.1K | 0.03% | +19+2.6% | Added |
| Emerald Advisors, LLC | 765 | $681.9K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 767 | $683.6K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 768 | $684.5K | 0.42% | −22−2.8% | Reduced |
| Hartford Funds Management Co LLC | 769 | $685.1K | 0.06% | −255−24.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 771 | $687.2K | 0.23% | +55+7.7% | Added |
| Carl P. Sherr & Co., LLC | 772 | $688.1K | 0.36% | +772 | New |
| Cerro Pacific Wealth Advisors LLC | 971 | $688.7K | 0.23% | +35+3.7% | Added |
| Astoria Portfolio Advisors LLC. | 833 | $690.1K | 0.25% | −3−0.4% | Reduced |
| Biltmore Family Office, LLC | 775 | $690.8K | 0.12% | −45−5.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 775 | $690.8K | 0.48% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 775 | $690.8K | 0.42% | +775 | New |
| OneAscent Financial Services LLC | 776 | $691.0K | 0.06% | +337+76.8% | Added |
| Warren Street Wealth Advisors, LLC | 776 | $691.7K | 0.28% | −14−1.8% | Reduced |
| West Michigan Advisors, LLC | 776 | $691.7K | 0.21% | +10+1.3% | Added |
| Howard Wealth Management, LLC | 777 | $692.6K | 0.37% | +8+1.0% | Added |
| First Command Advisory Services, Inc. | 778 | $693.4K | 0.01% | −68−8.0% | Reduced |
| Evermay Wealth Management LLC | 778 | $693.4K | 0.11% | −5−0.6% | Reduced |
| Advance Capital Management, Inc. | 784 | $698.8K | 0.03% | −4−0.5% | Reduced |
| Oak Asset Management, LLC | 785 | $699.7K | 0.26% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 786 | $700.6K | 0.05% | −78−9.0% | Reduced |
| Optimum Investment Advisors | 786 | $700.6K | 0.31% | +5+0.6% | Added |
| Old North State Trust, LLC | 786 | $701.0K | 0.45% | +87+12.4% | Added |
| Ackerman Capital Advisors, LLC | 787 | $701.5K | 0.18% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 787 | $701.5K | 0.20% | +41+5.5% | Added |
| Continuum Advisory, LLC | 788 | $702.6K | 0.09% | +65+9.0% | Added |
| Zhang Financial LLC | 789 | $703.3K | 0.04% | +434+122.3% | Added |
