| Beacon Financial Advisory LLC | 289 | $657.1K | 0.13% | +289 | New |
| Verum Partners LLC | 289 | $657.1K | 0.10% | +289 | New |
| Texas Bank & Trust Co | 290 | $659.4K | 0.22% | +290 | New |
| Kera Capital Partners, Inc. | 291 | $661.7K | 0.06% | −228−43.9% | Reduced |
| Windsor Capital Management, LLC | 292 | $663.9K | 0.17% | +292 | New |
| Indivisible Partners | 293 | $666.2K | 0.04% | +293 | New |
| Roman Butler Fullerton & Co | 402 | $672.9K | 0.16% | −41−9.3% | Reduced |
| Old Mission Capital LLC | 298 | $677.6K | 0.02% | +298 | New |
| Successful Portfolios LLC | 366 | $680.1K | 0.32% | 00.0% | Unchanged |
| Qtron Investments LLC | 299 | $680.8K | 0.09% | +299 | New |
| Slocum, Gordon & Co LLP | 300 | $682.1K | 0.45% | −300−50.0% | Reduced |
| Plan Group Financial, LLC | 300 | $682.1K | 0.14% | +300 | New |
| Sprinkle Financial Consultants LLC | 300 | $682.1K | 0.27% | +300 | New |
| Prakash Investment Advisors LLC | 300 | $682.1K | 0.42% | +300 | New |
| Dockside LLC | 300 | $682.1K | 0.16% | +300 | New |
| Purpose Unlimited Inc. | 300 | $682.1K | 0.03% | +300 | New |
| Checchi Capital Advisers, LLC | 301 | $684.4K | 0.04% | +301 | New |
| Third View Private Wealth, LLC | 301 | $684.4K | 0.08% | +301 | New |
| Atika Capital Management LLC | 303 | $688.9K | 0.07% | +303 | New |
| Hilltop Holdings Inc. | 304 | $691.2K | 0.06% | −35−10.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 314 | $693.0K | 0.00% | +157+100.0% | Added |
| Bogart Wealth, LLC | 305 | $693.5K | 0.02% | +229+301.3% | Added |
| Verus Capital Partners, LLC | 308 | $700.3K | 0.04% | +308 | New |
| Astoria Portfolio Advisors LLC. | 310 | $704.9K | 0.12% | +53+20.6% | Added |
| Boston Private Wealth LLC | 310 | $704.9K | 0.04% | +310 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 310 | $704.9K | 0.03% | +310 | New |
| Essential Partners LLC | 311 | $707.1K | 0.33% | −530−63.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 312 | $709.4K | 1.22% | +212+212.0% | Added |
| Wealthspire Advisors, LLC | 312 | $709.4K | 0.00% | −77−19.8% | Reduced |
| First Citizens Bank & Trust Co | 313 | $711.7K | 0.01% | +313 | New |
| Foster Group, Inc. | 315 | $716.2K | 0.02% | +315 | New |
| Freestone Capital Holdings, LLC | 315 | $717.3K | 0.02% | +315 | New |
| Bridgewater Associates, LP | 317 | $720.8K | 0.00% | −9,140−96.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 317 | $720.8K | 0.06% | +317 | New |
| Compass Financial Management LLC | 364 | $722.7K | 0.09% | +364 | New |
| TRUE Private Wealth Advisors | 318 | $723.0K | 0.06% | +318 | New |
| Entropy Technologies, LP | 318 | $723.0K | 0.03% | −24,123−98.7% | Reduced |
| Marble Wealth, LLC | 319 | $725.7K | 0.11% | +319 | New |
| Advisors Management Group Inc | 320 | $727.0K | 0.12% | −13−3.9% | Reduced |
| Shay Capital LLC | 320 | $727.6K | 0.08% | −3,355−91.3% | Reduced |
| Richmond Investment Services, LLC | 321 | $729.9K | 0.23% | −39−10.8% | Reduced |
| Summit Global Investments | 321 | $730.0K | 0.04% | +321 | New |
| SBI Okasan Asset Management Co.Ltd. | 358 | $734.0K | 0.02% | +358 | New |
| Revisor Wealth Management LLC | 323 | $734.4K | 0.18% | +323 | New |
| Canopy Partners, LLC | 323 | $734.7K | 0.22% | +323 | New |
| B&L Asset Management LLC | 325 | $739.0K | 0.25% | −75−18.8% | Reduced |
| Guardian Wealth Advisors, LLC | 325 | $739.0K | 0.04% | +325 | New |
| Lombard Odier Asset Management (USA) Corp | 326 | $741.2K | 0.66% | +326 | New |
| Boreal Capital Management LLC | 330 | $750.3K | 0.56% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 331 | $752.6K | 0.00% | −31−8.6% | Reduced |
| Verdence Capital Advisors LLC | 332 | $754.9K | 0.04% | −9−2.6% | Reduced |
| Stephens Inc | 333 | $757.1K | 0.01% | −115−25.7% | Reduced |
| Boston Trust Walden Corp | 333 | $757.2K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 333 | $757.2K | 0.26% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 333 | $757.2K | 0.18% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 335 | $761.7K | 0.11% | +335 | New |
| Sun Group Wealth Partners | 338 | $768.5K | 0.52% | 00.0% | Unchanged |
| Cane Capital Partners, LLC | 339 | $770.8K | 0.31% | −107−24.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 339 | $770.8K | 0.03% | +5+1.5% | Added |
| NorthRock Partners, LLC | 340 | $773.1K | 0.01% | +340 | New |
| Riversedge Advisors, LLC | 341 | $775.3K | 0.10% | −202−37.2% | Reduced |
| Truvestments Capital LLC | 341 | $775.3K | 0.12% | +8+2.4% | Added |
| Anchyra Partners LLC | 342 | $777.6K | 0.19% | +342 | New |
| Modern Wealth Management, LLC | 342 | $778.3K | 0.01% | +342 | New |
| Silicon Valley Capital Partners | 343 | $779.0K | 0.06% | +326+1,917.6% | Added |
| Northwest Wealth Management, LLC | 344 | $782.2K | 0.10% | −386−52.9% | Reduced |
| Atlas Capital Advisors LLC | 344 | $782.2K | 0.09% | +170+97.7% | Added |
| Arbor Wealth Advisors LLC | 345 | $784.4K | 0.48% | −19−5.2% | Reduced |
| Boltwood Capital Management | 345 | $784.4K | 0.18% | 00.0% | Unchanged |
| American Trust | 347 | $789.0K | 0.06% | +347 | New |
| QVT Financial LP | 348 | $791.3K | 0.05% | −1,012−74.4% | Reduced |
| Basecamp Wealth Advisors LLC | 348 | $791.3K | 0.15% | +15+4.5% | Added |
| Cary Street Partner Investment Advisory LLC | 348 | $791.3K | 0.16% | +348 | New |
| CVA Family Office, LLC | 351 | $798.1K | 0.07% | +81+30.0% | Added |
| Capital Investment Advisors, LLC | 353 | $801.9K | 0.01% | +353 | New |
| Rathbone Brothers plc | 355 | $807.2K | 0.00% | +355 | New |
| Aventura Private Wealth, LLC | 355 | $808.2K | 0.25% | +286+414.5% | Added |
| MBL Wealth, LLC | 356 | $809.4K | 0.06% | +356 | New |
| Camden Capital, LLC | 357 | $811.8K | 0.04% | +4+1.1% | Added |
| Cornerstone Wealth Group, LLC | 360 | $818.0K | 0.05% | +135+60.0% | Added |
| Hanlon Investment Management, Inc. | 360 | $818.5K | 0.43% | +360 | New |
| Fiduciary Trust Co | 360 | $819.1K | 0.01% | +360 | New |
| Astra Wealth Partners LLC | 366 | $832.2K | 0.46% | +13+3.7% | Added |
| GWN Securities Inc. | 366 | $832.2K | 0.14% | +45+14.0% | Added |
| FSM Wealth Advisors, LLC | 366 | $832.4K | 0.09% | −29−7.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 369 | $839.0K | 0.15% | −466−55.8% | Reduced |
| Baker Avenue Asset Management, LP | 370 | $841.2K | 0.02% | −149−28.7% | Reduced |
| May Hill Capital, LLC | 371 | $843.6K | 0.18% | +9+2.5% | Added |
| J. L. Bainbridge & Co., Inc. | 374 | $850.4K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 374 | $850.4K | 0.10% | +374 | New |
| Ronald Blue Trust, Inc. | 375 | $852.7K | 0.01% | +85+29.3% | Added |
| Lake Hills Wealth Management, LLC | 376 | $854.9K | 0.39% | −49−11.5% | Reduced |
| Moody Aldrich Partners LLC | 380 | $864.0K | 0.16% | +380 | New |
| Castle Rock Wealth Management, LLC | 426 | $865.7K | 0.17% | +10+2.4% | Added |
| Buckhead Capital Management LLC | 382 | $868.6K | 0.30% | −3−0.8% | Reduced |
| Monetary Management Group Inc | 385 | $875.4K | 0.18% | +385 | New |
| Robeco Institutional Asset Management B.V. | 388 | $882.2K | 0.00% | −343−46.9% | Reduced |
| Funde Sino Life Insurance Co Ltd | 389 | $884.5K | 0.29% | +389 | New |
| Rollins Financial Advisors, LLC | 391 | $889.0K | 0.12% | +391 | New |
| Calton & Associates, Inc. | 396 | $900.4K | 0.13% | −155−28.1% | Reduced |
