| Benchmark Financial Wealth Advisors, LLC | 407 | $224.0K | 0.11% | +407 | New |
| Liberty One Investment Management, LLC | 412 | $226.0K | 0.04% | +86+26.4% | Added |
| Miracle Mile Advisors, LLC | 411 | $226.0K | 0.01% | +411 | New |
| Avidian Wealth Solutions, LLC | 413 | $227.0K | 0.02% | +413 | New |
| Geller Advisors LLC | 415 | $228.0K | 0.05% | −1−0.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 415 | $228.0K | 0.02% | +415 | New |
| Nicholas Hoffman & Company, LLC. | 418 | $230.0K | 0.04% | +418 | New |
| Valley National Advisers Inc | 424 | $233.0K | 0.04% | +155+57.6% | Added |
| Xcel Wealth Management, LLC | 425 | $234.0K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 432 | $237.0K | 0.08% | −43−9.1% | Reduced |
| Holderness Investments Co | 432 | $237.0K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 411 | $240.0K | 0.02% | +411 | New |
| Integrated Investment Consultants, LLC | 437 | $240.0K | 0.07% | +437 | New |
| Am Investment Strategies LLC | 436 | $240.0K | 0.06% | +436 | New |
| Keel Point, LLC | 438 | $241.0K | 0.03% | +8+1.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 435 | $242.0K | 0.10% | +435 | New |
| Personal Capital Advisors Corp | 442 | $243.0K | 0.00% | −146−24.8% | Reduced |
| RKL Wealth Management LLC | 444 | $244.0K | 0.03% | −34−7.1% | Reduced |
| DRW Securities, LLC | 446 | $245.0K | 0.03% | +3+0.7% | Added |
| Avestar Capital, LLC | 445 | $245.0K | 0.05% | +66+17.4% | Added |
| Beese Fulmer Investment Management, Inc. | 447 | $246.0K | 0.03% | −10−2.2% | Reduced |
| Lenox Wealth Advisors, LLC | 450 | $247.0K | 0.03% | +228+102.7% | Added |
| Sustainable Insight Capital Management, LLC | 451 | $248.0K | 0.15% | −74−14.1% | Reduced |
| Apollon Wealth Management, LLC | 452 | $248.0K | 0.04% | +53+13.3% | Added |
| Newman Dignan & Sheerar, Inc. | 452 | $248.0K | 0.08% | +452 | New |
| Gsa Capital Partners LLP | 453 | $249.0K | 0.03% | +453 | New |
| QCM Cayman, Ltd. | 455 | $250.0K | 0.65% | +455 | New |
| Contravisory Investment Management, Inc. | 457 | $251.0K | 0.07% | −99−17.8% | Reduced |
| Capital Advisors Inc | 457 | $251.0K | 0.01% | +16+3.6% | Added |
| Winthrop Advisory Group LLC | 457 | $251.0K | 0.06% | +34+8.0% | Added |
| Elite Wealth Management, Inc. | 458 | $252.0K | 0.11% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 463 | $254.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 470 | $258.0K | 0.02% | +470 | New |
| Financial Perspectives, Inc | 474 | $260.5K | 0.13% | −236,578−99.8% | Reduced |
| Conway Capital Management, Inc. | 475 | $261.0K | 0.18% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 476 | $262.0K | 0.02% | −43−8.3% | Reduced |
| Opes Wealth Management LLC | 478 | $263.0K | 0.10% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 483 | $265.0K | 0.00% | +3+0.6% | Added |
| Trustcore Financial Services, LLC | 484 | $266.0K | 0.03% | −16−3.2% | Reduced |
| V Wealth Advisors LLC | 484 | $266.0K | 0.04% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 485 | $267.0K | 0.06% | −13−2.6% | Reduced |
| Delta Investment Management, LLC | 485 | $267.0K | 0.08% | +20+4.3% | Added |
| Baldwin Brothers Inc | 500 | $275.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 500 | $275.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 500 | $275.0K | 0.25% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 506 | $277.0K | 0.01% | +89+21.3% | Added |
| Probity Advisors, Inc. | 504 | $277.0K | 0.06% | +504 | New |
| Private Portfolio Partners LLC | 505 | $277.5K | 0.08% | −10−1.9% | Reduced |
| Woodstock Corp | 505 | $278.0K | 0.03% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 506 | $278.0K | 0.11% | +506 | New |
| Greytown Advisors Inc. | 507 | $279.0K | 0.14% | +76+17.6% | Added |
| Intrust Bank NA | 510 | $281.0K | 0.04% | +1+0.2% | Added |
| Holistic Financial Partners | 516 | $284.0K | 0.17% | −9−1.7% | Reduced |
| Dorchester Wealth Management Co | 517 | $284.0K | 0.07% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 520 | $286.0K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 522 | $287.0K | 0.13% | +83+18.9% | Added |
| RiverGlades Family Offices LLC | 525 | $289.0K | 0.22% | 00.0% | Unchanged |
| Maven Securities LTD | 525 | $289.0K | 0.03% | +119+29.3% | Added |
| Triangle Securities Wealth Management | 527 | $290.0K | 0.10% | +527 | New |
| Cooper/Haims Advisors, LLC | 534 | $293.0K | 0.19% | +100+23.0% | Added |
| Harbour Investments, Inc. | 535 | $294.0K | 0.01% | +173+47.8% | Added |
| Meridian Wealth Advisors, LLC | 540 | $297.0K | 0.08% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 543 | $298.0K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 549 | $302.0K | 0.02% | −8−1.4% | Reduced |
| Ssi Investment Management LLC | 551 | $303.0K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 555 | $306.0K | 0.10% | −526−48.7% | Reduced |
| Gyon Technologies Capital Management, LP | 560 | $308.0K | 0.10% | +560 | New |
| RB Capital Management, LLC | 562 | $309.0K | 0.12% | +24+4.5% | Added |
| Thoroughbred Financial Services, LLC | 562 | $309.0K | 0.08% | +562 | New |
| Altus Wealth Group LLC | 564 | $310.0K | 0.30% | −4−0.7% | Reduced |
| DSC Advisors, L.P. | 570 | $313.0K | 0.30% | −309−35.2% | Reduced |
| Advisory Resource Group | 570 | $313.0K | 0.13% | +570 | New |
| Ballentine Partners, LLC | 570 | $314.0K | 0.01% | −20−3.4% | Reduced |
| McDaniel Terry & Co | 572 | $314.0K | 0.04% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 573 | $315.0K | 0.01% | +573 | New |
| B. Riley Wealth Management, Inc. | 576 | $317.0K | 0.04% | −64−10.0% | Reduced |
| 9258 Wealth Management, LLC | 579 | $318.0K | 0.09% | +9+1.6% | Added |
| Cedar Brook Financial Partners, LLC | 581 | $319.0K | 0.09% | +3+0.5% | Added |
| Knightsbridge Asset Management, LLC | 584 | $321.0K | 0.12% | 00.0% | Unchanged |
| Little House Capital LLC | 586 | $322.0K | 0.17% | +586 | New |
| Brighton Jones LLC | 590 | $324.0K | 0.02% | +71+13.7% | Added |
| SevenOneSeven Capital Management | 593 | $326.0K | 0.85% | +88+17.4% | Added |
| Versor Investments LP | 595 | $327.0K | 0.01% | +595 | New |
| State of Wyoming | 596 | $328.0K | 0.21% | +127+27.1% | Added |
| Oxler Private Wealth LLC | 600 | $329.0K | 0.14% | +600 | New |
| First National Bank Sioux Falls | 600 | $330.0K | 0.50% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 609 | $335.0K | 0.01% | −103−14.5% | Reduced |
| Davy Global Fund Management Ltd | 611 | $336.0K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 613 | $337.0K | 0.02% | +140+29.6% | Added |
| Hyman Charles D | 616 | $339.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 618 | $340.0K | 0.02% | +53+9.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 618 | $340.0K | 0.09% | +618 | New |
| WealthShield Partners, LLC | 621 | $341.0K | 0.05% | +484+353.3% | Added |
| Resource Management, LLC | 623 | $342.0K | 0.04% | +623 | New |
| Engine No. 1 LLC | 627 | $345.0K | 0.09% | +627 | New |
| Security National Trust Co | 630 | $346.0K | 0.08% | −13−2.0% | Reduced |
| Country Club Trust Company, n.a. | 619 | $346.0K | 0.03% | +12+2.0% | Added |
| Equitable Holdings, Inc. | 633 | $348.0K | 0.01% | +633 | New |
| Quantamental Technologies LLC | 636 | $350.0K | 0.31% | +636 | New |
| PNC Managed Account Solutions, Inc. | 636 | $350.0K | 0.07% | +636 | New |
