| Apella Capital, LLC | 300 | $301.7K | 0.01% | +13+4.5% | Added |
| GTS Securities LLC | 315 | $300.7K | 0.01% | +315 | New |
| Ronald Blue Trust, Inc. | 314 | $299.8K | 0.00% | −34−9.8% | Reduced |
| Brown Brothers Harriman & Co | 314 | $299.8K | 0.00% | +178+130.9% | Added |
| Colonial Trust Co | 314 | $299.6K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 313 | $298.8K | 0.04% | +3+1.0% | Added |
| Human Investing LLC | 312 | $297.9K | 0.04% | +1+0.3% | Added |
| Perpetual Ltd | 311 | $296.9K | 0.00% | +42+15.6% | Added |
| Aviso Financial Inc. | 311 | $296.9K | 0.01% | +311 | New |
| Legacy Financial Advisors, Inc. | 310 | $295.9K | 0.04% | +3+1.0% | Added |
| Plancorp, LLC | 309 | $295.0K | 0.01% | −49−13.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 309 | $294.8K | 0.08% | −13−4.0% | Reduced |
| Ameritas Advisory Services, LLC | 308 | $294.5K | 0.02% | −21−6.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 308 | $294.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 308 | $293.9K | 0.02% | 00.0% | Unchanged |
| Old Port Advisors | 305 | $291.2K | 0.07% | −3−1.0% | Reduced |
| Nwam LLC | 292 | $290.4K | 0.02% | −3,385−92.1% | Reduced |
| United Community Bank | 304 | $290.2K | 0.09% | +111+57.5% | Added |
| Capital Analysts, LLC | 304 | $290.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 303 | $289.1K | 0.06% | +4+1.3% | Added |
| L2 Asset Management, LLC | 301 | $287.4K | 0.04% | +11+3.8% | Added |
| SBI Securities Co., Ltd. | 300 | $286.4K | 0.01% | −4−1.3% | Reduced |
| First Dallas Securities Inc. | 300 | $286.4K | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 300 | $286.4K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 300 | $286.4K | 0.07% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 297 | $283.5K | 0.12% | −21−6.6% | Reduced |
| Pinnacle Financial Partners Inc | 296 | $282.6K | 0.01% | +296 | New |
| Versant Capital Management, Inc | 296 | $282.6K | 0.04% | +14+5.0% | Added |
| Camden Capital, LLC | 295 | $282.0K | 0.02% | −61−17.1% | Reduced |
| Seven Mile Advisory | 294 | $280.7K | 0.05% | +294 | New |
| Astoria Portfolio Advisors LLC. | 282 | $280.2K | 0.07% | +282 | New |
| Lake Street Financial LLC | 292 | $278.8K | 0.04% | −3−1.0% | Reduced |
| CPR Investments Inc. | 292 | $278.6K | 0.19% | +292 | New |
| Forbes J M & Co LLP | 290 | $276.9K | 0.02% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 290 | $276.9K | 0.15% | +290 | New |
| Acadian Asset Management LLC | 289 | $275.0K | 0.00% | +84+41.0% | Added |
| D L Carlson Investment Group Inc | 288 | $274.9K | 0.05% | +288 | New |
| South Plains Financial, Inc. | 286 | $273.0K | 0.17% | +286 | New |
| Engineers Gate Manager LP | 283 | $270.2K | 0.00% | +283 | New |
| Courier Capital LLC | 282 | $269.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 281 | $268.3K | 0.02% | +6+2.2% | Added |
| Partners in Financial Planning | 280 | $267.3K | 0.05% | +280 | New |
| Gladstone Institutional Advisory LLC | 278 | $265.4K | 0.01% | −12−4.1% | Reduced |
| J. Safra Sarasin Holding AG | 276 | $263.5K | 0.00% | +276 | New |
| Buckhead Capital Management LLC | 275 | $262.5K | 0.10% | −15−5.2% | Reduced |
| Werba Rubin Papier Wealth Management | 274 | $261.6K | 0.04% | −1−0.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 272 | $260.1K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 272 | $259.7K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 268 | $256.7K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 268 | $255.9K | 0.00% | +268 | New |
| Park Capital Management, LLC | 267 | $254.6K | 0.20% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 263 | $250.9K | 0.05% | +263 | New |
| Ocean Capital Management, LLC | 263 | $250.8K | 0.05% | −29−9.9% | Reduced |
| KCM Investment Advisors LLC | 261 | $249.2K | 0.01% | +261 | New |
| Capital Investment Advisors, LLC | 261 | $249.1K | 0.00% | +261 | New |
| Circle Wealth Management, LLC | 260 | $248.2K | 0.00% | +260 | New |
| MASTERINVEST Kapitalanlage GmbH | 260 | $248.2K | 0.02% | +260 | New |
| Joel Isaacson & Co., LLC | 259 | $247.3K | 0.01% | +259 | New |
| Highview Capital Management LLC | 259 | $247.3K | 0.09% | +259 | New |
| Meiji Yasuda Asset Management Co Ltd. | 258 | $246.3K | 0.01% | −16−5.8% | Reduced |
| Integrated Investment Consultants, LLC | 258 | $246.3K | 0.04% | +258 | New |
| Gleason Group, Inc. | 258 | $246.0K | 0.02% | +1+0.4% | Added |
| Drucker Wealth 3.0, LLC | 257 | $245.7K | 0.04% | +257 | New |
| Strategic Blueprint, LLC | 256 | $244.4K | 0.01% | −14−5.2% | Reduced |
| Legacy Financial Group, Inc. | 256 | $244.4K | 0.07% | −12−4.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 256 | $244.0K | 0.08% | −14−5.2% | Reduced |
| Avidian Wealth Solutions, LLC | 255 | $243.5K | 0.01% | +255 | New |
| Windsor Capital Management, LLC | 255 | $243.4K | 0.07% | +255 | New |
| Opes Wealth Management LLC | 255 | $243.4K | 0.04% | +255 | New |
| BIP Wealth, LLC | 254 | $242.5K | 0.01% | +254 | New |
| Rathbone Brothers plc | 254 | $242.5K | 0.00% | +254 | New |
| Keystone Investors Pte Ltd | 253 | $241.5K | 0.03% | −1,308−83.8% | Reduced |
| Summitry LLC | 253 | $241.5K | 0.01% | +253 | New |
| St Germain D J Co Inc | 252 | $240.6K | 0.01% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 252 | $240.6K | 0.07% | +252 | New |
| Embree Financial Group | 251 | $239.6K | 0.03% | +251 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 250 | $238.7K | 0.13% | −40−13.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $238.7K | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 250 | $238.7K | 0.07% | +250 | New |
| Retirement Planning Co of New England, Inc. | 250 | $238.7K | 0.10% | +250 | New |
| Bond & Devick Financial Network, Inc. | 250 | $238.7K | 0.07% | +250 | New |
| Frank, Rimerman Advisors LLC | 247 | $235.8K | 0.02% | +247 | New |
| Cetera Trust Company, N.A | 246 | $234.8K | 0.13% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 248 | $234.1K | 0.03% | +248 | New |
| Alpha Family Trust | 245 | $233.9K | 0.11% | +245 | New |
| Mirador Capital Partners LP | 245 | $233.9K | 0.03% | +245 | New |
| Montecito Bank & Trust | 245 | $233.9K | 0.04% | +245 | New |
| Aprio Wealth Management, LLC | 242 | $231.4K | 0.02% | +242 | New |
| Prestige Wealth Management Group LLC | 240 | $229.1K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 240 | $229.1K | 0.03% | +240 | New |
| Warwick Investment Management, Inc. | 240 | $229.1K | 0.04% | +240 | New |
| Clark & Stuart, Inc | 240 | $229.1K | 0.16% | +240 | New |
| Davis R M Inc | 239 | $228.5K | 0.00% | +239 | New |
| Azzad Asset Management Inc | 239 | $228.4K | 0.02% | +239 | New |
| Iams Wealth Management, LLC | 238 | $227.2K | 0.09% | +238 | New |
| Leonteq Securities AG | 237 | $226.3K | 0.01% | −357−60.1% | Reduced |
| Groupe la Francaise | 235 | $224.3K | 0.00% | +12+5.4% | Added |
| Longboard Asset Management, LP | 235 | $224.3K | 0.36% | +235 | New |
| GeoWealth Management, LLC | 233 | $222.4K | 0.01% | −47−16.8% | Reduced |
| Ellevest, Inc. | 233 | $222.4K | 0.03% | +233 | New |
