| Oak Harvest Investment Services | 400 | $237.7K | 0.03% | +400 | New |
| Ahl Investment Management, Inc. | 400 | $237.7K | 0.17% | +400 | New |
| FSR Wealth Management Ltd. | 400 | $237.7K | 0.30% | +400 | New |
| Heritage Wealth Management, Inc. | 400 | $237.7K | 0.08% | +400 | New |
| Versor Investments LP | 401 | $238.3K | 0.04% | −1,227−75.4% | Reduced |
| Rakuten Securities, Inc. | 401 | $238.3K | 0.09% | +373+1,332.1% | Added |
| SageView Advisory Group, LLC | 401 | $238.3K | 0.01% | +401 | New |
| Bailard, Inc. | 402 | $238.9K | 0.01% | +402 | New |
| Tradition Wealth Management, LLC | 404 | $240.1K | 0.02% | +404 | New |
| Marion Wealth Management | 406 | $241.3K | 0.06% | +406 | New |
| Cassaday & Co Wealth Management LLC | 407 | $241.9K | 0.01% | +407 | New |
| Empirical Asset Management, LLC | 4,844 | $242.2K | 0.08% | +4,204+656.9% | Added |
| Dorsey & Whitney Trust CO LLC | 410 | $243.7K | 0.01% | +410 | New |
| Commerzbank Aktiengesellschaft | 407 | $246.0K | 0.01% | +407 | New |
| Mayfair Advisory Group, LLC | 415 | $246.6K | 0.15% | +415 | New |
| Yarbrough Capital, LLC | 418 | $248.4K | 0.01% | +418 | New |
| Strategic Advisors LLC | 427 | $253.8K | 0.05% | +427 | New |
| Baker Avenue Asset Management, LP | 429 | $255.0K | 0.01% | +429 | New |
| FineMark National Bank & Trust | 429 | $255.0K | 0.01% | +429 | New |
| Boston Private Wealth LLC | 430 | $255.6K | 0.00% | +430 | New |
| AssuredPartners Investment Advisors, LLC | 430 | $255.6K | 0.05% | +430 | New |
| HBK Sorce Advisory LLC | 431 | $256.2K | 0.01% | +431 | New |
| Keel Point, LLC | 431 | $256.2K | 0.02% | +431 | New |
| Mayflower Financial Advisors, LLC | 431 | $256.2K | 0.04% | +431 | New |
| Graypoint LLC | 434 | $257.9K | 0.02% | +434 | New |
| Cornerstone Wealth Management, LLC | 438 | $260.3K | 0.02% | +438 | New |
| Private Trust Co NA | 442 | $262.7K | 0.03% | +354+402.3% | Added |
| Phoenix Holdings Ltd. | 445 | $264.5K | 0.00% | +445 | New |
| Gen-Wealth Partners Inc | 448 | $266.3K | 0.11% | 00.0% | Unchanged |
| Napa Wealth Management | 449 | $266.9K | 0.12% | +449 | New |
| Huntleigh Advisors, Inc. | 450 | $267.4K | 0.06% | +450 | New |
| Fortress Private Ledger, LLC | 450 | $267.4K | 0.16% | +450 | New |
| Spectrum Wealth Advisory Group, LLC | 450 | $267.4K | 0.13% | +450 | New |
| First Commonwealth Financial Corp | 460 | $273.4K | 0.06% | +460 | New |
| Harbour Investments, Inc. | 465 | $276.4K | 0.01% | −92−16.5% | Reduced |
| Fortis Capital Management LLC | 465 | $276.4K | 0.05% | +465 | New |
| Groupe la Francaise | 456 | $276.8K | 0.01% | +456 | New |
| Hilltop National Bank | 471 | $279.9K | 0.08% | −73−13.4% | Reduced |
| 111 Capital | 471 | $279.9K | 0.06% | +471 | New |
| Scotia Capital Inc. | 472 | $280.6K | 0.00% | +472 | New |
| Summit Trail Advisors, LLC | 473 | $281.1K | 0.01% | +473 | New |
| Toth Financial Advisory Corp | 475 | $282.3K | 0.03% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 478 | $284.1K | 0.01% | +478 | New |
| Frank, Rimerman Advisors LLC | 481 | $285.9K | 0.02% | +481 | New |
| International Assets Investment Management, LLC | 485 | $289.3K | 0.02% | −217,697−99.8% | Reduced |
| Range Financial Group LLC | 489 | $290.6K | 0.13% | +489 | New |
| Balboa Wealth Partners | 492 | $292.4K | 0.07% | +492 | New |
| Newbridge Financial Services Group, Inc. | 494 | $293.6K | 0.08% | −53−9.7% | Reduced |
| Ellevest, Inc. | 497 | $295.4K | 0.02% | +497 | New |
| HBW Advisory Services LLC | 497 | $295.4K | 0.04% | +497 | New |
| Cullinan Associates Inc | 500 | $297.2K | 0.02% | −200−28.6% | Reduced |
| 44 Wealth Management LLC | 500 | $297.2K | 0.11% | 00.0% | Unchanged |
| Norris Perne & French LLP | 500 | $297.2K | 0.02% | +500 | New |
| Lafayette Investments, Inc. | 500 | $297.2K | 0.06% | +500 | New |
| MinichMacGregor Wealth Management, LLC | 500 | $297.2K | 0.06% | +500 | New |
| Geometric Wealth Advisors | 500 | $297.2K | 0.05% | +500 | New |
| Altrius Capital Management Inc | 500 | $297.2K | 0.08% | +500 | New |
| Sargent Investment Group, LLC | 527 | $299.7K | 0.05% | +527 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 505 | $300.1K | 0.10% | −4,820−90.5% | Reduced |
| Objective Capital Management, LLC | 508 | $301.9K | 0.20% | −103−16.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 510 | $303.1K | 0.01% | −15−2.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 511 | $303.5K | 0.06% | −42−7.6% | Reduced |
| GeoWealth Management, LLC | 515 | $306.1K | 0.01% | −387−42.9% | Reduced |
| West Michigan Advisors, LLC | 515 | $306.1K | 0.09% | +515 | New |
| Atwood & Palmer Inc | 520 | $309.0K | 0.02% | −180−25.7% | Reduced |
| Brown Advisory Inc | 522 | $310.2K | 0.00% | −334−39.0% | Reduced |
| Patron Partners Advisors, LLC | 524 | $311.4K | 0.17% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 525 | $312.0K | 0.00% | +525 | New |
| Howard Capital Management Inc. | 526 | $312.6K | 0.00% | +526 | New |
| Campbell & CO Investment Adviser LLC | 530 | $315.0K | 0.02% | −361−40.5% | Reduced |
| Flow Traders U.S. LLC | 535 | $318.0K | 0.01% | +535 | New |
| Ground Swell Capital, LLC | 541 | $321.5K | 0.70% | +541 | New |
| Forefront Wealth Management Inc. | 547 | $325.1K | 0.30% | +547 | New |
| Wealth Alliance | 550 | $326.9K | 0.04% | −340−38.2% | Reduced |
| Baldwin Brothers Inc | 550 | $326.9K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 552 | $328.6K | 0.01% | +552 | New |
| Financial Management Network Inc | 550 | $330.6K | 0.07% | +50+10.0% | Added |
| Caldwell Trust Co | 559 | $332.2K | 0.03% | +45+8.8% | Added |
| Mutual Advisors, LLC | 568 | $332.8K | 0.01% | +568 | New |
| Washington Trust Co | 560 | $332.8K | 0.01% | −23−3.9% | Reduced |
| Ashton Thomas Securities, LLC | 563 | $335.2K | 0.09% | +516+1,097.9% | Added |
| Bridges Investment Management Inc | 570 | $338.8K | 0.00% | −199−25.9% | Reduced |
| First Horizon Advisors, Inc. | 573 | $340.5K | 0.01% | −234−29.0% | Reduced |
| Kaizen Financial Strategies | 577 | $342.9K | 0.19% | −23−3.8% | Reduced |
| TCFG Wealth Management, LLC | 577 | $342.9K | 0.17% | +1+0.2% | Added |
| Copperwynd Financial, LLC | 578 | $343.5K | 0.09% | −30−4.9% | Reduced |
| Martin Investment Management, LLC | 580 | $344.7K | 0.09% | 00.0% | Unchanged |
| City State Bank | 580 | $344.7K | 0.12% | 00.0% | Unchanged |
| Optimize Financial Inc | 581 | $345.3K | 0.26% | +581 | New |
| Fidelis Capital Partners, LLC | 534 | $351.4K | 0.04% | +10+1.9% | Added |
| Clearstead Advisors, LLC | 598 | $355.4K | 0.01% | +47+8.5% | Added |
| First National Trust Co | 600 | $356.6K | 0.01% | −200−25.0% | Reduced |
| RVW Wealth, LLC | 600 | $356.6K | 0.03% | 00.0% | Unchanged |
| Rice Partnership, LLC | 602 | $357.8K | 0.07% | +100+19.9% | Added |
| Foundations Investment Advisors, LLC | 608 | $361.3K | 0.01% | +56+10.1% | Added |
| WPWealth LLP | 611 | $363.1K | 0.07% | +1+0.2% | Added |
| Boothbay Fund Management, LLC | 615 | $365.5K | 0.01% | −224−26.7% | Reduced |
| Ritholtz Wealth Management | 616 | $366.1K | 0.01% | +114+22.7% | Added |
| Petros Family Wealth, LLC | 617 | $366.7K | 0.40% | +617 | New |
| Wolff Wiese Magana LLC | 625 | $371.4K | 0.25% | +33+5.6% | Added |
