| E Fund Management Co., Ltd. | 795 | $230.9K | 0.01% | +795 | New |
| Garton & Associates Financial Advisors LLC | 794 | $230.6K | 0.19% | −115−12.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 793 | $230.4K | 0.04% | +793 | New |
| Berry Wealth Group, LP | 790 | $229.6K | 0.86% | −167−17.5% | Reduced |
| Great Lakes Advisors, LLC | 790 | $229.4K | 0.00% | −570−41.9% | Reduced |
| Argos Wealth Advisors, LLC | 789 | $229.2K | 0.07% | +789 | New |
| Clean Yield Group | 787 | $228.6K | 0.06% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 785 | $228.0K | 0.03% | +785 | New |
| Visionary Wealth Advisors | 782 | $227.2K | 0.01% | +782 | New |
| Bullock Wealth Management Group | 785 | $227.1K | 0.11% | +4+0.5% | Added |
| Heartland Bank & Trust Co | 781 | $226.9K | 0.05% | +781 | New |
| Ci Investments Inc. | 778 | $226.0K | 0.00% | +778 | New |
| Advisors Capital Management, LLC | 777 | $226.0K | 0.00% | +777 | New |
| New Republic Capital, LLC | 775 | $225.3K | 0.08% | +775 | New |
| Crews Bank & Trust | 774 | $224.8K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 774 | $224.8K | 0.01% | +774 | New |
| Pines Wealth Management, LLC | 773 | $224.5K | 0.07% | +773 | New |
| Jacobson & Schmitt Advisors, LLC | 770 | $223.7K | 0.04% | +770 | New |
| Chancellor Financial Group WB LP | 768 | $223.1K | 0.16% | +768 | New |
| Ables, Iannone, Moore & Associates, Inc. | 766 | $222.5K | 0.13% | +766 | New |
| Meriwether Wealth & Planning, LLC | 764 | $221.9K | 0.12% | −141−15.6% | Reduced |
| Virtue Capital Management, LLC | 761 | $221.9K | 0.03% | +761 | New |
| FIDELIS iM, LLC | 756 | $219.5K | 0.08% | +756 | New |
| Voleon Capital Management LP | 755 | $219.3K | 0.00% | +755 | New |
| StoneX Group Inc. | 753 | $218.6K | 0.01% | −2,034−73.0% | Reduced |
| Core Wealth Partners LLC | 752 | $218.4K | 0.10% | +752 | New |
| Dakota Community Bank & Trust NA | 751 | $218.2K | 0.74% | −5−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 751 | $218.2K | 0.01% | +751 | New |
| Fiera Capital Corp | 750 | $217.9K | 0.00% | +750 | New |
| Successful Portfolios LLC | 747 | $217.2K | 0.12% | −96−11.4% | Reduced |
| Independent Investors Inc | 746 | $216.7K | 0.04% | +746 | New |
| Bowen Hanes & Co Inc | 745 | $216.4K | 0.01% | −300−28.7% | Reduced |
| Cooper/Haims Advisors, LLC | 743 | $215.8K | 0.10% | +743 | New |
| Transcend Wealth Collective, LLC | 742 | $215.5K | 0.02% | +742 | New |
| Amplius Wealth Advisors, LLC | 740 | $215.0K | 0.02% | +740 | New |
| Windward Capital Management Co | 737 | $214.1K | 0.02% | −424−36.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 737 | $214.1K | 0.04% | +737 | New |
| Zacks Investment Management | 736 | $213.8K | 0.00% | +736 | New |
| Beacon Financial Advisory LLC | 734 | $213.3K | 0.05% | +734 | New |
| Aspiriant, LLC | 734 | $213.2K | 0.01% | +734 | New |
| Calton & Associates, Inc. | 733 | $212.9K | 0.03% | +733 | New |
| Defiance ETFs, LLC | 737 | $212.8K | 0.00% | +737 | New |
| United Community Bank | 732 | $212.6K | 0.07% | +53+7.8% | Added |
| Cullen Investment Group, Ltd. | 731 | $212.4K | 0.03% | −31−4.1% | Reduced |
| Busey Wealth Management | 727 | $211.2K | 0.01% | −96−11.7% | Reduced |
| Rosenberg Matthew Hamilton | 724 | $210.3K | 0.04% | +113+18.5% | Added |
| Vigilare Wealth Management | 722 | $209.7K | 0.07% | +722 | New |
| Courier Capital LLC | 720 | $209.2K | 0.01% | +720 | New |
| Abel Hall, LLC | 719 | $208.8K | 0.04% | +719 | New |
| Pure Financial Advisors, Inc. | 714 | $207.5K | 0.00% | +714 | New |
| Westwood Holdings Group Inc. | 709 | $206.0K | 0.00% | −133−15.8% | Reduced |
| Papp L Roy & Associates | 706 | $205.1K | 0.02% | +706 | New |
| CarsonAllaria Wealth Management, Ltd. | 706 | $205.1K | 0.10% | +706 | New |
| BKD Wealth Advisors, LLC | 704 | $204.5K | 0.00% | +704 | New |
| Cinctive Capital Management LP | 704 | $204.5K | 0.01% | +704 | New |
| Angeles Wealth Management, LLC | 702 | $203.9K | 0.01% | +702 | New |
| Rockline Wealth Management, LLC | 701 | $203.6K | 0.04% | +701 | New |
| Livet Wealth, LLC | 701 | $203.6K | 0.13% | +701 | New |
| Harmony Asset Management LLC | 700 | $203.3K | 0.06% | +700 | New |
| Hazlett, Burt & Watson, Inc. | 700 | $203.0K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 692 | $201.0K | 0.03% | −47−6.4% | Reduced |
| Tower Wealth Partners, Inc. | 692 | $201.0K | 0.11% | +692 | New |
| Charter Oak Capital Management, LLC | 692 | $201.0K | 0.02% | +692 | New |
| Sound Financial Strategies Group, LLC | 691 | $200.7K | 0.14% | −1,584−69.6% | Reduced |
| MEMBERS Trust Co | 690 | $200.4K | 0.01% | +690 | New |
| Regent Peak Wealth Advisors LLC | 689 | $200.2K | 0.04% | +689 | New |
| Delta Investment Management, LLC | 689 | $200.1K | 0.04% | +689 | New |
| Alteri Wealth LLC | 689 | $200.1K | 0.06% | +689 | New |
| Private Wealth Asset Management, LLC | 686 | $199.3K | 0.02% | −109−13.7% | Reduced |
| Piscataqua Savings Bank | 682 | $198.1K | 0.14% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 657 | $190.9K | 0.04% | −23−3.4% | Reduced |
| Medallion Wealth Advisors, LLC | 654 | $190.0K | 0.06% | +127+24.1% | Added |
| DAGCO, Inc. | 644 | $187.2K | 0.04% | +1+0.2% | Added |
| Duncker Streett & Co Inc | 644 | $187.1K | 0.04% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 641 | $186.2K | 0.18% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 636 | $184.8K | 0.03% | +55+9.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 630 | $183.0K | 0.01% | −37,388−98.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 625 | $182.6K | 0.00% | +624+62,400.0% | Added |
| Salem Investment Counselors Inc | 627 | $182.2K | 0.01% | +627 | New |
| Beacon Investment Advisory Services, Inc. | 625 | $181.6K | 0.01% | +625 | New |
| New England Capital Financial Advisors LLC | 611 | $177.5K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 610 | $176.5K | 0.11% | −32−5.0% | Reduced |
| S&T Bank | 607 | $176.3K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 583 | $169.4K | 0.02% | +138+31.0% | Added |
| Westpac Banking Corp | 580 | $168.5K | 0.01% | −221−27.6% | Reduced |
| Monetary Management Group Inc | 575 | $167.0K | 0.04% | −100−14.8% | Reduced |
| IMA Wealth, Inc. | 562 | $163.3K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 543 | $157.7K | 0.01% | −101−15.7% | Reduced |
| McMillan Office, Inc. | 532 | $154.5K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 531 | $154.3K | 0.07% | −67−11.2% | Reduced |
| Bruce G. Allen Investments, LLC | 525 | $152.5K | 0.10% | +71+15.6% | Added |
| SOA Wealth Advisors, LLC. | 517 | $150.2K | 0.03% | +244+89.4% | Added |
| Cromwell Holdings LLC | 511 | $148.4K | 0.08% | +407+391.3% | Added |
| Delos Wealth Advisors, LLC | 511 | $148.4K | 0.08% | +500+4,545.5% | Added |
| Hollencrest Capital Management | 509 | $147.9K | 0.01% | +250+96.5% | Added |
| Caldwell Sutter Capital, Inc. | 508 | $147.6K | 0.06% | +26+5.4% | Added |
| City Holding Co | 500 | $145.2K | 0.02% | −22−4.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 485 | $141.1K | 0.01% | +267+122.5% | Added |
| Rothschild Investment LLC | 484 | $140.5K | 0.01% | +96+24.7% | Added |
| Webster Bank, N. A. | 479 | $139.1K | 0.01% | +115+31.6% | Added |
