| LWM Advisory Services, LLC | 375 | $269.5K | 0.16% | +375 | New |
| Crestwood Advisors Group LLC | 380 | $273.0K | 0.00% | +380 | New |
| BLB&B Advisors, LLC | 381 | $273.6K | 0.01% | +381 | New |
| Octavia Wealth Advisors, LLC | 381 | $273.8K | 0.03% | +381 | New |
| Transcend Wealth Collective, LLC | 382 | $274.5K | 0.02% | +382 | New |
| Fisher Asset Management, LLC | 381 | $274.7K | 0.00% | +381 | New |
| Valmark Advisers, Inc. | 384 | $275.9K | 0.00% | +384 | New |
| Second Half Financial Partners, LLC | 388 | $278.8K | 0.12% | +388 | New |
| Truepoint, Inc. | 391 | $280.9K | 0.01% | +391 | New |
| Warren Street Wealth Advisors, LLC | 392 | $281.7K | 0.08% | +392 | New |
| Stonebrook Private Inc. | 393 | $282.4K | 0.06% | +393 | New |
| DRW Securities, LLC | 395 | $283.6K | 0.01% | −5,660−93.5% | Reduced |
| XML Financial, LLC | 395 | $283.8K | 0.02% | +395 | New |
| Ewa, LLC | 395 | $283.8K | 0.08% | +395 | New |
| Sava Infond d.o.o. | 400 | $287.4K | 0.04% | +200+100.0% | Added |
| Kassira Wealth Management LLC | 400 | $287.4K | 0.28% | +400 | New |
| Clark & Stuart, Inc | 401 | $288.1K | 0.21% | +401 | New |
| Brandywine Oak Private Wealth LLC | 403 | $289.4K | 0.03% | +403 | New |
| Silver Oak Securities, Inc | 404 | $290.3K | 0.02% | +404 | New |
| Keystone Financial Services | 404 | $290.3K | 0.09% | +404 | New |
| Catalyst Financial Partners LLC | 404 | $290.3K | 0.04% | +404 | New |
| Financial Partners Group, Inc | 405 | $290.9K | 0.04% | +405 | New |
| Annex Advisory Services, LLC | 405 | $291.0K | 0.01% | −327−44.7% | Reduced |
| Capital Advantage, Inc. | 405 | $291.0K | 0.04% | +405 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 406 | $291.7K | 0.18% | +256+170.7% | Added |
| Grimes & Company, Inc. | 406 | $291.8K | 0.01% | +406 | New |
| Proficio Capital Partners LLC | 407 | $292.4K | 0.02% | −864−68.0% | Reduced |
| Sherman Porfolios, LLC | 407 | $292.4K | 0.10% | −726−64.1% | Reduced |
| Patton Fund Management, Inc. | 408 | $293.2K | 0.05% | +408 | New |
| Aspen Grove Capital, LLC | 408 | $293.2K | 0.05% | +408 | New |
| Atlantic Union Bankshares Corp | 409 | $293.9K | 0.01% | +100+32.4% | Added |
| Cary Street Partner Investment Advisory LLC | 412 | $296.0K | 0.12% | +412 | New |
| WMG Financial Advisors, LLC | 412 | $296.0K | 0.10% | +412 | New |
| Owen LaRue, LLC | 415 | $298.2K | 0.12% | +415 | New |
| Clarius Group, LLC | 416 | $298.9K | 0.02% | +416 | New |
| Rathbone Brothers plc | 418 | $300.3K | 0.00% | −219−34.4% | Reduced |
| JGP Wealth Management, LLC | 442 | $301.9K | 0.03% | +442 | New |
| Founders Financial Alliance, LLC | 422 | $303.2K | 0.06% | +422 | New |
| TABR Capital Management, LLC | 427 | $304.2K | 0.21% | +427 | New |
| Steel Peak Wealth Management LLC | 425 | $305.4K | 0.01% | −4,028−90.5% | Reduced |
| Drucker Wealth 3.0, LLC | 426 | $305.9K | 0.05% | +426 | New |
| Massmutual Trust Co FSB | 427 | $306.8K | 0.01% | +115+36.9% | Added |
| Abacus Planning Group, Inc. | 428 | $307.5K | 0.04% | +428 | New |
| Sound View Wealth Advisors Group, LLC | 429 | $308.3K | 0.02% | −192−30.9% | Reduced |
| Western Wealth Management, LLC | 431 | $309.7K | 0.02% | +431 | New |
| Brown Brothers Harriman & Co | 432 | $310.4K | 0.00% | +293+210.8% | Added |
| Sage Mountain Advisors LLC | 433 | $311.1K | 0.02% | +433 | New |
| Foster Group, Inc. | 435 | $312.6K | 0.01% | +435 | New |
| Signet Financial Management, LLC | 439 | $315.4K | 0.04% | +439 | New |
| GWN Securities Inc. | 442 | $317.6K | 0.07% | +442 | New |
| Beaumont Financial Advisors, LLC | 444 | $319.1K | 0.02% | +444 | New |
| Clay Northam Wealth Management, LLC | 445 | $319.8K | 0.18% | +445 | New |
| Astoria Portfolio Advisors LLC. | 510 | $321.1K | 0.08% | −70−12.1% | Reduced |
| Capital Investment Advisors, LLC | 448 | $321.7K | 0.01% | −197−30.5% | Reduced |
| Dark Forest Capital Management LP | 450 | $323.3K | 0.01% | −2,488−84.7% | Reduced |
| Fortis Capital Advisors, LLC | 450 | $323.3K | 0.05% | +450 | New |
| Tumwater Wealth Management, LLC | 450 | $323.3K | 0.14% | +450 | New |
| Texas Bank & Trust Co | 450 | $323.3K | 0.12% | +450 | New |
| Gateway Investment Advisers LLC | 452 | $324.8K | 0.00% | +452 | New |
| Reuter James Wealth Management, LLC | 456 | $327.7K | 0.05% | +456 | New |
| Barlow Wealth Partners, Inc. | 585 | $330.4K | 0.04% | +585 | New |
| Quent Capital, LLC | 465 | $334.1K | 0.03% | +465 | New |
| Sovran Advisors, LLC | 545 | $338.2K | 0.03% | −536−49.6% | Reduced |
| Mainstay Capital Management LLC | 472 | $339.2K | 0.03% | +472 | New |
| Howe & Rusling Inc | 475 | $341.0K | 0.02% | +475 | New |
| FourThought Financial Partners, LLC | 477 | $342.7K | 0.03% | +477 | New |
| RB Capital Management, LLC | 481 | $345.6K | 0.07% | +481 | New |
| Tritonpoint Wealth, LLC | 482 | $346.0K | 0.03% | +482 | New |
| Wedge Capital Management L L P | 482 | $346.3K | 0.01% | +482 | New |
| Midwest Trust Co | 482 | $346.3K | 0.00% | +482 | New |
| David Loasby | 553 | $349.4K | 0.03% | +553 | New |
| BIP Wealth, LLC | 493 | $354.2K | 0.02% | +493 | New |
| Capula Management Ltd | 494 | $355.0K | 0.00% | −21,896−97.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 495 | $355.7K | 0.08% | +115+30.3% | Added |
| Root Financial Partners, LLC | 498 | $357.8K | 0.02% | +498 | New |
| Cohen & Steers, Inc. | 500 | $359.0K | 0.00% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 500 | $359.3K | 0.09% | +500 | New |
| Nilsine Partners, LLC | 501 | $360.0K | 0.03% | +501 | New |
| GK Wealth Management LLC | 504 | $362.1K | 0.27% | +504 | New |
| Perennial Investment Advisors, LLC | 506 | $363.6K | 0.03% | +506 | New |
| Wexford Capital LP | 507 | $364.3K | 0.11% | +507 | New |
| EHP Funds Inc. | 508 | $365.0K | 0.48% | +508 | New |
| Michels Family Financial, LLC | 510 | $366.5K | 0.29% | +510 | New |
| Golden State Equity Partners | 515 | $370.0K | 0.06% | +515 | New |
| Moran Wealth Management, LLC | 518 | $372.2K | 0.01% | +518 | New |
| Abel Hall, LLC | 518 | $372.2K | 0.15% | +518 | New |
| Independent Wealth Network Inc. | 520 | $373.6K | 0.12% | −53−9.2% | Reduced |
| QTR Family Wealth, LLC | 521 | $374.4K | 0.18% | −65−11.1% | Reduced |
| Vigilare Wealth Management | 523 | $375.8K | 0.13% | +523 | New |
| Bryn Mawr Trust Co | 523 | $375.8K | 0.01% | −1,562−74.9% | Reduced |
| Clearstead Advisors, LLC | 525 | $377.2K | 0.01% | +300+133.3% | Added |
| Empirical Asset Management, LLC | 525 | $377.2K | 0.10% | +525 | New |
| Founders Financial Securities LLC | 526 | $378.0K | 0.03% | +526 | New |
| Petredis Investment Advisors LLC | 526 | $378.0K | 0.03% | +526 | New |
| Intelligence Driven Advisers, LLC | 527 | $378.7K | 0.05% | +527 | New |
| Clark Capital Management Group, Inc. | 528 | $379.4K | 0.00% | +528 | New |
| Landscape Capital Management, L.L.C. | 528 | $379.4K | 0.02% | +528 | New |
| CogentBlue Wealth Advisors, LLC | 531 | $381.5K | 0.26% | +531 | New |
| OneAscent Investment Solutions LLC | 534 | $383.7K | 0.41% | −397−42.6% | Reduced |
| United Community Bank | 539 | $387.3K | 0.12% | −665−55.2% | Reduced |
