| Bell Bank | 300 | $231.6K | 0.01% | +300 | New |
| TrueWealth Advisors, LLC | 300 | $231.6K | 0.06% | +300 | New |
| Drum Hill Capital, LLC | 300 | $231.6K | 0.24% | +300 | New |
| 71 West Capital Partners | 300 | $231.6K | 0.01% | +300 | New |
| Onefund, LLC | 301 | $232.3K | 0.14% | +17+6.0% | Added |
| Berger Financial Group, Inc | 301 | $232.4K | 0.01% | +301 | New |
| National Asset Management, Inc. | 301 | $232.5K | 0.01% | −73−19.5% | Reduced |
| Sax Wealth Advisors, LLC | 302 | $233.0K | 0.01% | +302 | New |
| Ascent Group, LLC | 302 | $233.1K | 0.01% | −279−48.0% | Reduced |
| DGS Capital Management, LLC | 305 | $235.4K | 0.04% | +305 | New |
| Bridgewater Advisors Inc. | 322 | $236.8K | 0.02% | +322 | New |
| Clear Street Markets LLC | 308 | $237.7K | 0.04% | +280+1,000.0% | Added |
| Pacific Sage Partners, LLC | 308 | $237.7K | 0.04% | +308 | New |
| Symphony Financial, Ltd. Co. | 308 | $237.8K | 0.03% | +308 | New |
| Eddie Patel Inc | 308 | $237.9K | 0.18% | +308 | New |
| Haverford Trust Co | 309 | $238.5K | 0.00% | +309 | New |
| Lipe & Dalton | 309 | $239.0K | 0.12% | +309 | New |
| QP Wealth Management, LLC | 310 | $239.3K | 0.21% | +310 | New |
| Purus Wealth Management, LLC | 310 | $239.3K | 0.07% | +310 | New |
| Cornerstone Wealth Management, LLC | 310 | $239.3K | 0.01% | +310 | New |
| Income Insurance Ltd | 312 | $240.8K | 0.16% | +312 | New |
| Perbak Capital Partners LLP | 314 | $242.4K | 0.07% | −1,665−84.1% | Reduced |
| Kimelman & Baird, LLC | 314 | $242.4K | 0.02% | +260+481.5% | Added |
| Hobbs Group Advisors, LLC | 315 | $243.0K | 0.07% | +315 | New |
| Independence Bank of Kentucky | 315 | $243.1K | 0.03% | +7+2.3% | Added |
| Choate Investment Advisors | 316 | $243.9K | 0.00% | +316 | New |
| Montecito Bank & Trust | 317 | $244.7K | 0.04% | −70−18.1% | Reduced |
| Avantax Planning Partners, Inc. | 317 | $244.7K | 0.01% | −68−17.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 317 | $244.7K | 0.01% | +317 | New |
| Strategic Family Wealth Counselors, L.L.C. | 334 | $245.1K | 0.06% | +334 | New |
| GK Wealth Management LLC | 320 | $246.7K | 0.18% | +320 | New |
| Alpine Woods Capital Investors, LLC | 320 | $247.0K | 0.06% | +320 | New |
| Penobscot Investment Management Company, Inc. | 320 | $247.0K | 0.02% | +320 | New |
| Aspire Private Capital, LLC | 320 | $247.1K | 0.05% | +320 | New |
| Parallax Volatility Advisers, L.P. | 321 | $247.8K | 0.01% | +321 | New |
| Family Wealth Partners, LLC | 327 | $252.4K | 0.09% | +327 | New |
| Seven Mile Advisory | 328 | $253.4K | 0.04% | +328 | New |
| Daymark Wealth Partners, LLC | 329 | $254.3K | 0.01% | +329 | New |
| Bouchey Financial Group Ltd | 330 | $254.7K | 0.02% | +330 | New |
| Prelude Capital Management, LLC | 331 | $255.5K | 0.02% | +331 | New |
| United Advisor Group, LLC | 331 | $255.5K | 0.03% | −130−28.2% | Reduced |
| Platform Technology Partners | 335 | $258.7K | 0.06% | +335 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 347 | $262.0K | 0.11% | +272+362.7% | Added |
| CSS LLC | 340 | $262.4K | 0.01% | +340 | New |
| Prosperity Consulting Group, LLC | 340 | $262.4K | 0.01% | +340 | New |
| TCG Advisory Services, LLC | 341 | $263.2K | 0.01% | +341 | New |
| Cromwell Holdings LLC | 342 | $264.0K | 0.14% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 343 | $264.8K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 343 | $264.8K | 0.07% | +343 | New |
| Inscription Capital, LLC | 345 | $266.5K | 0.03% | +345 | New |
| Lecap Asset Management Ltd | 349 | $269.4K | 0.11% | −68−16.3% | Reduced |
| Welch Group, LLC | 349 | $269.4K | 0.01% | −9−2.5% | Reduced |
| Private Capital Advisors, Inc. | 350 | $270.2K | 0.03% | +350 | New |
| Flatrock Wealth Partners LLC | 353 | $272.6K | 0.13% | +353 | New |
| Smithfield Trust Co | 355 | $274.0K | 0.01% | +10+2.9% | Added |
| Golden State Equity Partners | 355 | $274.0K | 0.04% | −591−62.5% | Reduced |
| Whittier Trust Co | 357 | $277.2K | 0.00% | +20+5.9% | Added |
| Gladstone Institutional Advisory LLC | 360 | $277.9K | 0.01% | −81−18.4% | Reduced |
| Perennial Investment Advisors, LLC | 361 | $277.9K | 0.02% | +361 | New |
| Bartlett & Co. Wealth Management LLC | 361 | $278.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 361 | $278.8K | 0.06% | −104−22.4% | Reduced |
| Davenport & Co LLC | 365 | $281.7K | 0.00% | +365 | New |
| Optas, LLC | 365 | $281.7K | 0.04% | +365 | New |
| Stratos Wealth Partners, LTD. | 366 | $282.7K | 0.00% | +366 | New |
| Phraction Management LLC | 367 | $283.3K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 372 | $283.7K | 0.05% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 370 | $285.6K | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 371 | $286.4K | 0.05% | +371 | New |
| Drive Wealth Management, LLC | 373 | $288.0K | 0.06% | +373 | New |
| CX Institutional | 374 | $289.0K | 0.01% | −7−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 375 | $289.5K | 0.10% | +375 | New |
| Catalytic Wealth RIA, LLC | 376 | $290.2K | 0.01% | −717−65.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 376 | $290.2K | 0.07% | +22+6.2% | Added |
| Willner & Heller, LLC | 379 | $292.5K | 0.21% | 00.0% | Unchanged |
| Adirondack Trust Co | 380 | $293.3K | 0.10% | −7−1.8% | Reduced |
| Rock Point Advisors, LLC | 380 | $293.3K | 0.07% | 00.0% | Unchanged |
| Petersen Hastings Wealth Advisors Inc. | 380 | $293.3K | 0.03% | +380 | New |
| Green Alpha Advisors, LLC | 381 | $294.1K | 0.27% | +381 | New |
| Papamarkou Wellner Asset Management inc. | 382 | $294.9K | 0.18% | +17+4.7% | Added |
| Klingman & Associates, LLC | 382 | $294.9K | 0.01% | +382 | New |
| Baker Avenue Asset Management, LP | 383 | $295.4K | 0.01% | −465−54.8% | Reduced |
| Gradient Capital Advisors, LLC | 384 | $296.4K | 0.08% | −1−0.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 384 | $296.4K | 0.02% | +384 | New |
| GAM Holding AG | 386 | $297.9K | 0.02% | +386 | New |
| Anchyra Partners LLC | 387 | $298.7K | 0.09% | +387 | New |
| Allegiance Financial Group Advisory Services LLC | 391 | $301.8K | 0.06% | +391 | New |
| Bayforest Capital Ltd | 392 | $302.6K | 0.23% | +392 | New |
| Aspiriant, LLC | 399 | $308.0K | 0.01% | +399 | New |
| Fukoku Mutual Life Insurance Co | 399 | $308.0K | 0.02% | −17−4.1% | Reduced |
| Adviser Investments LLC | 400 | $308.7K | 0.00% | −6,204−93.9% | Reduced |
| Denali Advisors LLC | 400 | $308.7K | 0.03% | +400 | New |
| BCS Wealth Management | 400 | $308.7K | 0.03% | +400 | New |
| Physicians Financial Services, Inc. | 400 | $309.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 404 | $311.8K | 0.01% | +23+6.0% | Added |
| Alta Advisers Ltd | 407 | $314.2K | 0.11% | −200−32.9% | Reduced |
| SBI Securities Co., Ltd. | 407 | $314.2K | 0.01% | +30+8.0% | Added |
| Childress Capital Advisors, LLC | 409 | $315.7K | 0.05% | +409 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 410 | $316.0K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 410 | $316.1K | 0.00% | −413−50.2% | Reduced |
| Catalyst Financial Partners LLC | 411 | $317.2K | 0.04% | +411 | New |
