| Caldwell Trust Co | 331 | $185.6K | 0.02% | −314−48.7% | Reduced |
| JPL Wealth Management, LLC | 333 | $186.7K | 0.04% | +2+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 335 | $187.8K | 0.02% | +69+25.9% | Added |
| TSFG, LLC | 335 | $188.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 339 | $190.0K | 0.01% | +139+69.5% | Added |
| Triumph Capital Management | 339 | $190.0K | 0.03% | +96+39.5% | Added |
| Elequin Capital LP | 341 | $191.2K | 0.01% | +188+122.9% | Added |
| M&G Plc | 352 | $197.5K | 0.00% | −1,299−78.7% | Reduced |
| Lodestone Wealth Management LLC | 357 | $199.9K | 0.07% | +263+279.8% | Added |
| Sargent Investment Group, LLC | 357 | $200.1K | 0.02% | +357 | New |
| Commonwealth Financial Services, LLC | 359 | $201.3K | 0.03% | −116−24.4% | Reduced |
| SFMG, LLC | 361 | $202.4K | 0.01% | +361 | New |
| Laurel Oak Wealth Management, LLC | 363 | $203.5K | 0.03% | −113−23.7% | Reduced |
| Howe & Rusling Inc | 364 | $204.1K | 0.01% | +364 | New |
| UMA Financial Services, Inc. | 364 | $204.1K | 0.02% | +346+1,922.2% | Added |
| 1st Source Bank | 366 | $205.2K | 0.01% | +366 | New |
| Simplicity Wealth,LLC | 367 | $205.7K | 0.01% | +367 | New |
| Monte Financial Group, LLC | 390 | $205.8K | 0.07% | +390 | New |
| Serenus Wealth Advisors, LLC | 369 | $206.8K | 0.04% | +369 | New |
| Sun Financial Inc | 350 | $208.7K | 0.10% | −1,680−82.8% | Reduced |
| SkyOak Wealth, LLC | 373 | $209.1K | 0.03% | +373 | New |
| Toth Financial Advisory Corp | 375 | $210.2K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 375 | $210.2K | 0.01% | +6+1.6% | Added |
| Facet Wealth, Inc. | 376 | $210.8K | 0.00% | +376 | New |
| Dorsey Wright & Associates | 378 | $211.9K | 0.04% | +378 | New |
| Palladiem, LLC | 379 | $212.5K | 0.21% | −40−9.5% | Reduced |
| McAdam, LLC | 382 | $214.0K | 0.01% | +382 | New |
| Lee Johnson Capital Management, LLC | 382 | $214.2K | 0.07% | +382 | New |
| Elyxium Wealth, LLC | 382 | $214.2K | 0.02% | +382 | New |
| Belpointe Asset Management LLC | 383 | $214.7K | 0.01% | −1,084−73.9% | Reduced |
| Caisse des Depots Et Consignations | 383 | $214.7K | 0.00% | +383 | New |
| Bouchey Financial Group Ltd | 383 | $214.7K | 0.01% | +383 | New |
| Ares Systematic Credit Ltd | 384 | $215.3K | 0.13% | +384 | New |
| Vise Technologies, Inc. | 385 | $216.0K | 0.00% | −275−41.7% | Reduced |
| City Center Advisors, LLC | 386 | $216.4K | 0.18% | −425−52.4% | Reduced |
| SBI Securities Co., Ltd. | 389 | $218.1K | 0.00% | −69−15.1% | Reduced |
| YHB Investment Advisors, Inc. | 390 | $218.6K | 0.01% | +390 | New |
| Precedent Wealth Partners, LLC | 390 | $218.6K | 0.04% | +390 | New |
| Crestwood Advisors Group LLC | 392 | $219.7K | 0.00% | +392 | New |
| Venture Visionary Partners LLC | 393 | $220.3K | 0.01% | +393 | New |
| Conestoga Capital Advisors, LLC | 395 | $221.4K | 0.00% | +395 | New |
| Trueblood Wealth Management, LLC | 395 | $221.4K | 0.08% | +395 | New |
| Range Advisory, LLC | 396 | $221.8K | 0.03% | +396 | New |
| Checchi Capital Advisers, LLC | 396 | $222.0K | 0.01% | +396 | New |
| Smith, Salley & Associates | 398 | $223.1K | 0.01% | +398 | New |
| Abacus Wealth Partners, LLC | 399 | $223.7K | 0.02% | −373−48.3% | Reduced |
| Herold Advisors, Inc. | 400 | $224.0K | 0.04% | +400 | New |
| Abbot Financial Management, Inc. | 400 | $224.2K | 0.08% | +400 | New |
| Oak Harvest Investment Services | 400 | $224.2K | 0.02% | +400 | New |
| First National Trust Co | 401 | $224.8K | 0.01% | +401 | New |
| Reuter James Wealth Management, LLC | 402 | $225.4K | 0.03% | +402 | New |
| Advisors Capital Management, LLC | 402 | $225.5K | 0.00% | +402 | New |
| Gaddis Premier Wealth Advisors LLC | 403 | $225.9K | 0.14% | +403 | New |
| Gladstone Institutional Advisory LLC | 405 | $227.0K | 0.01% | +405 | New |
| Synergy Investment Management, LLC | 406 | $227.4K | 0.06% | +4+1.0% | Added |
| Volterra Technologies LP | 406 | $227.6K | 0.15% | −109−21.2% | Reduced |
| Oder Investment Management, LLC | 409 | $229.3K | 0.15% | −141−25.6% | Reduced |
| Steadtrust LLC | 410 | $229.8K | 0.12% | +410 | New |
| Commerzbank Aktiengesellschaft | 412 | $231.0K | 0.00% | −111−21.2% | Reduced |
| Sentinus, LLC | 416 | $233.2K | 0.02% | +416 | New |
| Baker Avenue Asset Management, LP | 417 | $234.0K | 0.00% | +417 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 380 | $234.2K | 0.13% | +380 | New |
| Sanibel Captiva Trust Company, Inc. | 419 | $234.9K | 0.01% | −119−22.1% | Reduced |
| Mission Wealth Management, LP | 420 | $235.3K | 0.00% | +420 | New |
| AssuredPartners Investment Advisors, LLC | 420 | $235.5K | 0.02% | +420 | New |
| Ameritas Advisory Services, LLC | 420 | $235.6K | 0.00% | +420 | New |
| SageView Advisory Group, LLC | 421 | $236.0K | 0.01% | +421 | New |
| Fidelis Capital Partners, LLC | 422 | $236.6K | 0.01% | +422 | New |
| Rossby Financial, LCC | 425 | $238.3K | 0.04% | +378+804.3% | Added |
| Gryphon Financial Partners LLC | 427 | $239.4K | 0.02% | −701−62.1% | Reduced |
| Aptus Capital Advisors, LLC | 430 | $241.1K | 0.00% | +430 | New |
| Tempo Wealth, LLC | 430 | $241.1K | 0.04% | +430 | New |
| Founders Financial Securities LLC | 431 | $241.6K | 0.01% | +431 | New |
| Tradition Wealth Management, LLC | 432 | $242.2K | 0.01% | −61−12.4% | Reduced |
| Tran Capital Management, L.P. | 433 | $242.7K | 0.03% | +433 | New |
| NorthRock Partners, LLC | 433 | $242.7K | 0.00% | +433 | New |
| Premier Fund Managers Ltd | 478 | $244.0K | 0.02% | +478 | New |
| Smartleaf Asset Management LLC | 479 | $244.6K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 438 | $245.5K | 0.03% | +438 | New |
| Total Clarity Wealth Management, Inc. | 439 | $246.1K | 0.05% | −323−42.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 440 | $246.7K | 0.07% | +440 | New |
| Rakuten Securities, Inc. | 441 | $247.2K | 0.06% | +305+224.3% | Added |
| R.H. Investment Group, LLC | 443 | $248.3K | 0.19% | +443 | New |
| Balboa Wealth Partners | 444 | $248.9K | 0.03% | +444 | New |
| Global Financial Private Client, LLC | 444 | $248.9K | 0.07% | +444 | New |
| Verus Capital Partners, LLC | 447 | $250.6K | 0.01% | +447 | New |
| TriaGen Wealth Management LLC | 449 | $251.7K | 0.06% | +449 | New |
| Huntleigh Advisors, Inc. | 450 | $252.3K | 0.04% | +450 | New |
| Meeder Advisory Services, Inc. | 451 | $252.8K | 0.01% | −117−20.6% | Reduced |
| Paragon Private Wealth Management, LLC | 456 | $255.6K | 0.07% | −1,243−73.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 470 | $259.0K | 0.01% | +470 | New |
| Everhart Financial Group, Inc. | 463 | $259.6K | 0.02% | +463 | New |
| Summit Financial, LLC | 465 | $260.7K | 0.00% | −21−4.3% | Reduced |
| Waters Parkerson & Co., LLC | 473 | $265.2K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group | 474 | $265.7K | 0.01% | +474 | New |
| RiverFront Investment Group, LLC | 475 | $266.3K | 0.00% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 476 | $266.9K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 477 | $267.4K | 0.01% | −80−14.4% | Reduced |
| Willner & Heller, LLC | 478 | $268.0K | 0.17% | −834−63.6% | Reduced |
| Stonebridge Financial Group, LLC | 478 | $268.0K | 0.18% | +478 | New |
