| Kingdom Financial Group LLC. | 513 | $248.1K | 0.06% | −26−4.8% | Reduced |
| Ring Mountain Capital, LLC | 517 | $250.1K | 0.10% | +517 | New |
| Trueblood Wealth Management, LLC | 521 | $252.0K | 0.09% | +521 | New |
| Ariadne Wealth Management, LP | 521 | $252.1K | 0.11% | −240−31.5% | Reduced |
| Forefront Wealth Partners, LLC | 522 | $252.8K | 0.08% | +522 | New |
| D.A. Davidson & Co. | 523 | $253.0K | 0.00% | +523 | New |
| Natural Investments, LLC | 525 | $254.0K | 0.06% | +525 | New |
| CVA Family Office, LLC | 527 | $255.0K | 0.02% | +16+3.1% | Added |
| Cogent Strategic Wealth LLC | 527 | $255.0K | 0.24% | +527 | New |
| Penn Capital Management Co Inc | 529 | $255.9K | 0.02% | +529 | New |
| Arlington Capital Management, Inc. | 529 | $256.0K | 0.16% | +529 | New |
| WealthTrust Axiom LLC | 530 | $256.3K | 0.06% | −200−27.4% | Reduced |
| Parkside Financial Bank & Trust | 531 | $256.9K | 0.02% | +14+2.7% | Added |
| Impact Partnership Wealth, LLC | 536 | $259.4K | 0.03% | +536 | New |
| Associated Banc-Corp | 540 | $261.3K | 0.01% | +540 | New |
| IPG Investment Advisors LLC | 540 | $261.3K | 0.04% | +540 | New |
| Crestmont Private Wealth LLC | 543 | $262.7K | 0.07% | −637−54.0% | Reduced |
| Syverson Strege & Co | 543 | $262.7K | 0.06% | +543 | New |
| Keebeck Alpha, LP | 544 | $263.2K | 0.55% | +544 | New |
| Fiduciary Alliance LLC | 547 | $264.6K | 0.02% | −15−2.7% | Reduced |
| GW&K Investment Management, LLC | 550 | $266.0K | 0.00% | +322+141.2% | Added |
| McRae Capital Management Inc | 550 | $266.1K | 0.05% | +550 | New |
| Fielder Capital Group LLC | 552 | $267.1K | 0.06% | +552 | New |
| JMN Financial LLC | 552 | $267.1K | 0.21% | +552 | New |
| Regent Peak Wealth Advisors LLC | 554 | $268.0K | 0.05% | +554 | New |
| Kiker Wealth Management, LLC | 554 | $268.0K | 0.10% | +554 | New |
| Personal Cfo Solutions, LLC | 560 | $270.7K | 0.04% | +560 | New |
| Abel Hall, LLC | 561 | $271.4K | 0.05% | +561 | New |
| Procyon Private Wealth Partners, LLC | 563 | $272.6K | 0.01% | +563 | New |
| True Wealth Design, LLC | 567 | $274.3K | 0.07% | +100+21.4% | Added |
| Cromwell Holdings LLC | 570 | $275.8K | 0.12% | +11+2.0% | Added |
| King Luther Capital Management Corp | 574 | $277.7K | 0.00% | +574 | New |
| DV Trading LLC | 574 | $277.7K | 0.02% | +574 | New |
| Verdence Capital Advisors LLC | 574 | $277.7K | 0.01% | +574 | New |
| Tiemann Investment Advisors, LLC | 575 | $278.2K | 0.10% | −85−12.9% | Reduced |
| Aspiriant, LLC | 577 | $279.2K | 0.01% | +577 | New |
| New Republic Capital, LLC | 578 | $279.7K | 0.06% | +578 | New |
| Victory Financial Group, LLC | 579 | $280.1K | 0.03% | −131−18.5% | Reduced |
| Fund Advisors of America Inc | 582 | $281.5K | 0.26% | −271−31.8% | Reduced |
| Intrust Bank NA | 582 | $281.6K | 0.02% | +582 | New |
| Permanent Capital Management, LP | 583 | $281.8K | 0.04% | +583 | New |
| Pinnacle Wealth Planning Services, Inc. | 584 | $282.6K | 0.03% | −38−6.1% | Reduced |
| Monument Capital Management | 590 | $285.5K | 0.06% | +590 | New |
| Keel Point, LLC | 590 | $285.5K | 0.02% | +590 | New |
| Wexford Capital LP | 593 | $286.9K | 0.04% | +593 | New |
| Sandhill Capital Partners LLC | 593 | $286.9K | 0.02% | +593 | New |
| Auxano Advisors, LLC | 596 | $288.4K | 0.05% | +596 | New |
| Cary Street Partners Financial LLC | 597 | $288.7K | 0.01% | +597 | New |
| State of Wyoming | 597 | $288.9K | 0.03% | −265−30.7% | Reduced |
| Avail Investment Partners, LLC | 597 | $288.9K | 0.22% | +597 | New |
| Storgate, LLC | 598 | $289.3K | 0.06% | −154−20.5% | Reduced |
| Penbrook Management LLC | 600 | $290.3K | 0.19% | +600 | New |
| Mosaic Family Wealth Partners, LLC | 603 | $291.8K | 0.02% | +603 | New |
| Monticello Wealth Management, LLC | 605 | $292.7K | 0.02% | +605 | New |
| GW Henssler & Associates Ltd | 610 | $295.3K | 0.01% | +610 | New |
| Dynamic Technology Lab Private Ltd | 612 | $296.0K | 0.07% | −431−41.3% | Reduced |
| Investment Research Partners LLC | 614 | $297.1K | 0.10% | +614 | New |
| Gilliland Jeter Wealth Management LLC | 614 | $297.2K | 0.08% | +614 | New |
| Founders Financial Alliance, LLC | 615 | $297.6K | 0.04% | +615 | New |
| McAdam, LLC | 619 | $299.5K | 0.01% | −64−9.4% | Reduced |
| VELA Investment Management, LLC | 619 | $299.5K | 0.07% | +619 | New |
| Providence First Trust Co | 619 | $299.6K | 0.08% | +619 | New |
| GenTrust, LLC | 620 | $299.8K | 0.01% | −1,467−70.3% | Reduced |
| Argent Trust Co | 620 | $300.0K | 0.01% | +620 | New |
| MASTERINVEST Kapitalanlage GmbH | 621 | $300.5K | 0.03% | +621 | New |
| Whittier Trust Co | 799 | $303.2K | 0.00% | −28−3.4% | Reduced |
| Resonant Capital Advisors, LLC | 628 | $303.9K | 0.01% | +628 | New |
| IHT Wealth Management, LLC | 628 | $303.9K | 0.01% | −110−14.9% | Reduced |
| Family Investment Center, Inc. | 630 | $304.8K | 0.05% | +630 | New |
| Mainsail Asset Management, LLC | 948 | $305.6K | 0.12% | +948 | New |
| Cidel Asset Management Inc | 632 | $305.8K | 0.01% | −246−28.0% | Reduced |
| Silverlake Wealth Management LLC | 636 | $307.7K | 0.06% | +636 | New |
| Dorsey & Whitney Trust CO LLC | 637 | $308.2K | 0.02% | +637 | New |
| Massar Capital Management, LP | 638 | $308.7K | 0.11% | +638 | New |
| Conning Inc. | 639 | $309.2K | 0.01% | −48−7.0% | Reduced |
| Everest Financial Group LLC | 639 | $309.5K | 0.04% | +639 | New |
| Quaker Wealth Management, LLC | 641 | $310.1K | 0.09% | 00.0% | Unchanged |
| GTS Securities LLC | 641 | $310.1K | 0.01% | +641 | New |
| Greenline Wealth Management LLC | 641 | $310.3K | 0.25% | +641 | New |
| Rehmann Capital Advisory Group | 642 | $310.7K | 0.01% | +642 | New |
| Baldwin Brothers Inc | 650 | $314.5K | 0.02% | +650 | New |
| Rice Hall James & Associates, LLC | 650 | $314.5K | 0.02% | +650 | New |
| Quantum Financial Advisors, LLC | 657 | $318.1K | 0.03% | +657 | New |
| Alta Advisers Ltd | 659 | $318.9K | 0.07% | +659 | New |
| Oslo Pensjonsforsikring AS | 664 | $321.3K | 0.04% | +664 | New |
| Commerzbank Aktiengesellschaft | 665 | $322.0K | 0.01% | −45−6.3% | Reduced |
| Wall Street Financial Group, Inc. | 667 | $322.9K | 0.17% | −125−15.8% | Reduced |
| Angeles Wealth Management, LLC | 668 | $323.2K | 0.01% | −10−1.5% | Reduced |
| Miller Capital Partners, Inc. | 669 | $323.7K | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 670 | $324.2K | 0.02% | +670 | New |
| Mesirow Financial Investment Management, Inc. | 670 | $324.2K | 0.01% | +670 | New |
| JT Stratford LLC | 670 | $324.2K | 0.04% | +670 | New |
| Osmosis Investment Management UK Ltd | 673 | $325.6K | 0.02% | +673 | New |
| Barrett & Company, Inc. | 677 | $327.4K | 0.09% | +237+53.9% | Added |
| My Personal CFO, LLC | 678 | $328.0K | 0.13% | 00.0% | Unchanged |
| LRI Investments, LLC | 679 | $328.6K | 0.03% | +108+18.9% | Added |
| LGT Fund Management Co Ltd. | 680 | $329.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 682 | $330.0K | 0.00% | −8−1.2% | Reduced |
| LVW Advisors, LLC | 682 | $330.0K | 0.03% | +682 | New |
| International Assets Investment Management, LLC | 774 | $330.6K | 0.02% | +382+97.4% | Added |
