| Strategic Investment Solutions, Inc. | 337 | $132.9K | 0.03% | −55−14.0% | Reduced |
| Swiss Re Ltd | 337 | $132.9K | 0.01% | +337 | New |
| Covestor Ltd | 338 | $134.0K | 0.08% | −134−28.4% | Reduced |
| Hollencrest Capital Management | 343 | $135.3K | 0.01% | +323+1,615.0% | Added |
| Gen-Wealth Partners Inc | 348 | $137.3K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $142.0K | 0.04% | +360 | New |
| Cullen/Frost Bankers, Inc. | 361 | $142.4K | 0.00% | −100−21.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 369 | $145.7K | 0.01% | +369 | New |
| Kemnay Advisory Services Inc. | 375 | $147.9K | 0.02% | −68−15.3% | Reduced |
| Capula Management Ltd | 384 | $151.5K | 0.00% | +384 | New |
| Center for Financial Planning, Inc. | 400 | $157.8K | 0.01% | −100−20.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $157.8K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 422 | $166.4K | 0.02% | +422 | New |
| Harbor Investment Advisory, LLC | 430 | $169.6K | 0.01% | +430 | New |
| Morse Asset Management, Inc | 440 | $173.6K | 0.03% | +5+1.1% | Added |
| Spire Wealth Management | 445 | $175.6K | 0.01% | +441+11,025.0% | Added |
| Community Bank, N.A. | 449 | $177.1K | 0.02% | 00.0% | Unchanged |
| Galaxy Digital Capital Management GP LLC | 457 | $180.3K | 0.11% | +176+62.6% | Added |
| Atlas Capital Advisors LLC | 461 | $181.8K | 0.02% | −16−3.4% | Reduced |
| Toth Financial Advisory Corp | 471 | $185.8K | 0.02% | +16+3.5% | Added |
| Palladiem, LLC | 490 | $193.3K | 0.19% | +320+188.2% | Added |
| Umb Bank N A | 493 | $194.5K | 0.00% | −590−54.5% | Reduced |
| 1620 Investment Advisors, Inc. | 500 | $197.3K | 0.12% | −315−38.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 501 | $197.6K | 0.06% | +501 | New |
| Capital Asset Managemnet, LLC | 509 | $200.8K | 0.45% | +509 | New |
| Citrine Capital LLC | 510 | $201.2K | 0.07% | +510 | New |
| Inceptionr LLC | 511 | $201.6K | 0.05% | −2,534−83.2% | Reduced |
| Elyxium Wealth, LLC | 514 | $202.8K | 0.02% | +514 | New |
| Legacy Financial Advisors, Inc. | 516 | $203.5K | 0.02% | +516 | New |
| Clear Wave Wealth Management LLC | 516 | $203.5K | 0.05% | +516 | New |
| Marietta Investment Partners LLC | 517 | $203.9K | 0.04% | +517 | New |
| Langley Wealth Management, LLC | 517 | $203.9K | 0.20% | +517 | New |
| Jackson Thornton Asset Management, LLC | 522 | $205.9K | 0.02% | +522 | New |
| CWA Asset Management Group, LLC | 523 | $206.3K | 0.01% | +523 | New |
| Two Sigma Securities, LLC | 524 | $206.7K | 0.02% | −1,310−71.4% | Reduced |
| Keystone Financial Group | 524 | $206.7K | 0.01% | +524 | New |
| Gallagher Fiduciary Advisors, LLC | 528 | $208.3K | 0.01% | +528 | New |
| Sumitomo Mitsui Financial Group, Inc. | 530 | $209.1K | 0.00% | +530 | New |
| Montgomery Investment Management Inc | 530 | $209.1K | 0.06% | +530 | New |
| Change Path, LLC | 531 | $209.5K | 0.00% | +531 | New |
| Storgate, LLC | 531 | $209.5K | 0.04% | +531 | New |
| Onefund, LLC | 532 | $209.9K | 0.12% | +30+6.0% | Added |
| Aletheian Wealth Advisors LLC | 534 | $210.6K | 0.09% | +534 | New |
| Hilton Head Capital Partners, LLC | 536 | $211.4K | 0.11% | +48+9.8% | Added |
| HCR Wealth Advisors | 537 | $211.8K | 0.02% | +537 | New |
| Revisor Wealth Management LLC | 537 | $211.9K | 0.05% | +537 | New |
| Salomon & Ludwin, LLC | 591 | $213.1K | 0.02% | −23−3.7% | Reduced |
| International Assets Investment Management, LLC | 579 | $213.4K | 0.01% | +579 | New |
| Financial Alternatives, Inc | 546 | $215.4K | 0.11% | +546 | New |
| Cornerstone Wealth Group, LLC | 549 | $216.4K | 0.01% | +549 | New |
| Cornerstone Wealth Management, LLC | 550 | $217.0K | 0.01% | +550 | New |
| GW Henssler & Associates Ltd | 551 | $217.4K | 0.01% | +551 | New |
| OpenArc Corporate Advisory, LLC | 552 | $217.7K | 0.00% | +552 | New |
| Ingalls & Snyder LLC | 553 | $218.0K | 0.01% | +553 | New |
| Ronald Blue Trust, Inc. | 556 | $219.3K | 0.00% | −63−10.2% | Reduced |
| Sage Rhino Capital LLC | 561 | $221.3K | 0.04% | +561 | New |
| Pallas Capital Advisors LLC | 567 | $223.7K | 0.01% | +567 | New |
| SmartHarvest Portfolios, LLC | 567 | $223.7K | 0.07% | +567 | New |
| Precision Wealth Strategies, LLC | 569 | $224.5K | 0.07% | +569 | New |
| Belpointe Asset Management LLC | 570 | $224.8K | 0.01% | +570 | New |
| Kiker Wealth Management, LLC | 571 | $225.2K | 0.09% | +571 | New |
| Blue Fin Capital, Inc. | 575 | $226.8K | 0.03% | +575 | New |
| Brown Financial Advisors | 577 | $227.6K | 0.08% | +577 | New |
| Claret Asset Management Corp | 577 | $228.0K | 0.02% | −2,046−78.0% | Reduced |
| Bank of Nova Scotia Trust Co | 579 | $228.4K | 0.02% | −503−46.5% | Reduced |
| Income Insurance Ltd | 580 | $228.8K | 0.14% | +580 | New |
| Portside Wealth Group, LLC | 582 | $229.6K | 0.03% | +582 | New |
| TRB Wealth Management, LLC | 591 | $233.1K | 0.03% | +591 | New |
| Sovereign Financial Group, Inc. | 593 | $233.9K | 0.04% | +593 | New |
| Richardson Capital Management LLC | 600 | $236.7K | 0.10% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 600 | $236.7K | 0.00% | +600 | New |
| Sharp Financial Services, LLC | 600 | $236.7K | 0.11% | +600 | New |
| Zinnia Wealth Advisory, LLC | 601 | $237.1K | 0.24% | +601 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 601 | $237.2K | 0.03% | +601 | New |
| Arlington Capital Management, Inc. | 602 | $237.5K | 0.15% | +602 | New |
| Fiduciary Alliance LLC | 608 | $239.9K | 0.02% | +608 | New |
| Northwest & Ethical Investments L.P. | 615 | $240.6K | 0.01% | −1,008−62.1% | Reduced |
| Howard Capital Management Inc. | 613 | $241.8K | 0.00% | +613 | New |
| Gabelli & Co Investment Advisers, Inc. | 614 | $242.2K | 0.04% | +614 | New |
| Founders Financial Alliance, LLC | 615 | $242.6K | 0.03% | +615 | New |
| Ieq Capital, LLC | 619 | $244.2K | 0.00% | +619 | New |
| Integrity Advisory Solutions, LLC | 619 | $244.2K | 0.03% | +619 | New |
| Roman Butler Fullerton & Co | 797 | $245.0K | 0.06% | +797 | New |
| Aaron Wealth Advisors | 623 | $245.8K | 0.01% | +623 | New |
| Turtle Creek Wealth Advisors, LLC | 624 | $246.1K | 0.01% | +624 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 629 | $248.1K | 0.00% | +629 | New |
| BTG Pactual Asset Management US LLC | 630 | $248.5K | 0.02% | +630 | New |
| National Asset Management, Inc. | 638 | $249.6K | 0.01% | +638 | New |
| Advisors Management Group Inc | 636 | $250.0K | 0.04% | +636 | New |
| Sittner & Nelson, LLC | 641 | $252.9K | 0.08% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 644 | $254.0K | 0.00% | +644 | New |
| Commerce Bank | 645 | $254.4K | 0.00% | +645 | New |
| EverSource Wealth Advisors, LLC | 655 | $258.4K | 0.01% | −21−3.1% | Reduced |
| Trust Point Inc. | 659 | $260.0K | 0.02% | −470−41.6% | Reduced |
| HBW Advisory Services LLC | 659 | $260.0K | 0.02% | +659 | New |
| Glassy Mountain Advisors, Inc. | 662 | $261.1K | 0.07% | +662 | New |
| Thrive Wealth Management, LLC | 666 | $262.7K | 0.03% | +666 | New |
| CogentBlue Wealth Advisors, LLC | 666 | $262.7K | 0.15% | +666 | New |
| Van Eck Associates Corp | 668 | $263.5K | 0.00% | +510+322.8% | Added |
| Cromwell Holdings LLC | 670 | $264.3K | 0.12% | +412+159.7% | Added |
