| Leigh Baldwin & Co., LLC | 744 | $291.5K | 0.19% | 00.0% | Unchanged |
| GSG Advisors LLC | 742 | $290.7K | 0.08% | +12+1.6% | Added |
| Drive Wealth Management, LLC | 739 | $290.1K | 0.06% | −45−5.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 739 | $289.5K | 0.00% | −27−3.5% | Reduced |
| Shepherd Financial Partners LLC | 738 | $289.1K | 0.03% | −120−14.0% | Reduced |
| Anchyra Partners LLC | 738 | $289.1K | 0.09% | +738 | New |
| Left Brain Wealth Management, LLC | 735 | $287.9K | 0.11% | −1,030−58.4% | Reduced |
| Plancorp, LLC | 568 | $285.8K | 0.01% | +568 | New |
| JM2 Capital Inc. | 726 | $284.4K | 0.24% | +726 | New |
| Worthington Financial Partners, LLC | 726 | $284.4K | 0.24% | +726 | New |
| SkyOak Wealth, LLC | 723 | $283.4K | 0.05% | +723 | New |
| VisionPoint Advisory Group, LLC | 718 | $281.3K | 0.05% | +718 | New |
| Lazari Capital Management, Inc. | 713 | $279.3K | 0.10% | +713 | New |
| Salem Investment Counselors Inc | 708 | $277.9K | 0.01% | +708 | New |
| McIlrath & Eck, LLC | 709 | $277.8K | 0.02% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 706 | $276.6K | 0.22% | +706 | New |
| Badgley Phelps Wealth Managers, LLC | 704 | $276.3K | 0.01% | +704 | New |
| Harvest Investment Services, LLC | 705 | $276.2K | 0.05% | +705 | New |
| Defiance ETFs, LLC | 701 | $274.6K | 0.00% | +701 | New |
| Public Employees Retirement System of Ohio | 700 | $274.2K | 0.00% | −879−55.7% | Reduced |
| TRB Wealth Management, LLC | 694 | $272.4K | 0.04% | +694 | New |
| Davidson Trust Co | 695 | $272.3K | 0.12% | +695 | New |
| First Financial Corp | 694 | $271.9K | 0.11% | −10−1.4% | Reduced |
| StoneX Group Inc. | 692 | $271.3K | 0.01% | −579−45.6% | Reduced |
| Frisch Financial Group, Inc. | 691 | $271.2K | 0.06% | −1,005−59.3% | Reduced |
| Vestor Capital, LLC | 689 | $270.0K | 0.02% | −14,311−95.4% | Reduced |
| Parsons Capital Management Inc | 689 | $269.9K | 0.01% | +689 | New |
| Clearwave Capital, LLC | 683 | $267.6K | 0.18% | +683 | New |
| Balboa Wealth Partners | 683 | $267.6K | 0.04% | −230−25.2% | Reduced |
| Root Financial Partners, LLC | 678 | $265.6K | 0.01% | +46+7.3% | Added |
| Fountainhead AM, LLC | 677 | $265.2K | 0.24% | +677 | New |
| William John Sempolinski | 675 | $264.4K | 0.13% | +675 | New |
| Secure Asset Management, LLC | 675 | $264.3K | 0.04% | +675 | New |
| City State Bank | 673 | $263.7K | 0.07% | −17−2.5% | Reduced |
| Vista Investment Partners II, LLC | 673 | $263.7K | 0.12% | +673 | New |
| Integrated Investment Consultants, LLC | 669 | $262.1K | 0.06% | +669 | New |
| Keel Point, LLC | 668 | $261.9K | 0.02% | −754−53.0% | Reduced |
| Gryphon Financial Partners LLC | 668 | $261.8K | 0.03% | +668 | New |
| Saturna Capital CORP | 667 | $261.3K | 0.00% | −144−17.8% | Reduced |
| Aspen Grove Capital, LLC | 665 | $261.0K | 0.05% | +665 | New |
| Oppenheimer Asset Management Inc. | 664 | $260.1K | 0.00% | +664 | New |
| Berman McAleer LLC | 661 | $259.1K | 0.04% | −814−55.2% | Reduced |
| Reliant Investment Partners, LLC | 661 | $259.0K | 0.21% | +661 | New |
| Jacobsen Capital Management | 660 | $258.6K | 0.09% | +660 | New |
| Kestra Investment Management, LLC | 658 | $257.8K | 0.00% | −165−20.0% | Reduced |
| Ponta Wealth Partners, LLC | 656 | $257.0K | 0.21% | +656 | New |
| Traynor Capital Management, Inc. | 708 | $256.6K | 0.02% | +708 | New |
| Ethos Financial Group, LLC | 649 | $254.7K | 0.02% | +649 | New |
| Vanguard Capital Wealth Advisors | 650 | $254.6K | 0.24% | +650 | New |
| Clifford Swan Investment Counsel LLC | 647 | $253.5K | 0.01% | +647 | New |
| Capital Markets Trading UK LLP | 646 | $253.0K | 0.23% | +646 | New |
| Onefund, LLC | 598 | $252.3K | 0.16% | +39+7.0% | Added |
| Kickstand Ventures, LLC. | 642 | $251.5K | 0.05% | +642 | New |
| S.A. Mason LLC | 640 | $250.7K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 636 | $249.6K | 0.00% | +636 | New |
| Valtinson Bruner Financial Planning LLC | 634 | $248.4K | 0.07% | +634 | New |
| TSA Wealth Managment LLC | 633 | $248.0K | 0.08% | −630−49.9% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 633 | $248.0K | 0.11% | +633 | New |
| First Commonwealth Financial Corp | 630 | $246.8K | 0.04% | +630 | New |
| Alley Investment Management Company, LLC | 629 | $246.4K | 0.03% | +629 | New |
| IVC Wealth Advisors LLC | 628 | $246.0K | 0.11% | +628 | New |
| Bright Futures Wealth Management, LLC. | 627 | $245.8K | 0.17% | −365−36.8% | Reduced |
| Johnson Financial Group, Inc. | 626 | $245.7K | 0.01% | −275−30.5% | Reduced |
| Fort Point Capital Partners LLC | 623 | $244.5K | 0.03% | +623 | New |
| Canvas Wealth Advisors, LLC | 621 | $243.7K | 0.04% | +621 | New |
| Absolute Gestao de Investimentos Ltda. | 620 | $242.9K | 0.03% | +620 | New |
| Blalock Williams, LLC | 620 | $242.9K | 0.19% | +620 | New |
| Richardson Financial Services Inc. | 620 | $242.9K | 0.15% | −15−2.4% | Reduced |
| Barrett & Company, Inc. | 619 | $242.5K | 0.08% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 618 | $242.1K | 0.16% | −235−27.5% | Reduced |
| Warwick Investment Management, Inc. | 618 | $242.1K | 0.04% | +618 | New |
| RPG Investment Advisory, LLC | 616 | $241.3K | 0.03% | +616 | New |
| Transcendent Capital Group LLC | 615 | $241.1K | 0.11% | −542−46.8% | Reduced |
| Ironwood Investment Counsel, LLC | 615 | $240.9K | 0.03% | +615 | New |
| Coppell Advisory Solutions LLC | 663 | $240.3K | 0.14% | +663 | New |
| BSW Wealth Partners | 611 | $239.4K | 0.03% | +611 | New |
| Wealth Architects, LLC | 610 | $239.0K | 0.02% | −210−25.6% | Reduced |
| Marino, Stram & Associates LLC | 609 | $238.6K | 0.04% | +609 | New |
| Camden Capital, LLC | 608 | $238.1K | 0.02% | +608 | New |
| Jackson Thornton Asset Management, LLC | 473 | $238.0K | 0.02% | −318−40.2% | Reduced |
| Klingman & Associates, LLC | 607 | $237.8K | 0.01% | +607 | New |
| Apella Capital, LLC | 433 | $237.3K | 0.00% | +433 | New |
| CFS Investment Advisory Services, LLC | 433 | $237.2K | 0.02% | +433 | New |
| Calton & Associates, Inc. | 604 | $236.6K | 0.03% | +604 | New |
| Sovran Advisors, LLC | 351 | $236.4K | 0.02% | +351 | New |
| Tumwater Wealth Management, LLC | 600 | $235.1K | 0.09% | +600 | New |
| Sagewood Asset Management LP | 596 | $233.5K | 0.07% | +596 | New |
| Calamos Wealth Management LLC | 593 | $232.3K | 0.01% | +593 | New |
| Jag Capital Management, LLC | 590 | $230.9K | 0.03% | +590 | New |
| CVA Family Office, LLC | 585 | $229.2K | 0.02% | +150+34.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 585 | $229.2K | 0.00% | +585 | New |
| Park National Corp | 583 | $228.4K | 0.01% | −579−49.8% | Reduced |
| KC Investment Advisors, LLC | 581 | $227.6K | 0.05% | +581 | New |
| Cromwell Holdings LLC | 579 | $227.3K | 0.13% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 580 | $227.2K | 0.01% | +580 | New |
| Falcon Wealth Planning | 580 | $227.2K | 0.02% | +580 | New |
| Norden Group LLC | 579 | $227.0K | 0.02% | +579 | New |
| Venture Visionary Partners LLC | 577 | $226.0K | 0.01% | +577 | New |
| Maridea Wealth Management LLC | 574 | $224.7K | 0.03% | +574 | New |
| BlueChip Wealth Advisors LLC | 572 | $224.2K | 0.10% | +572 | New |
