| VGI Partners Ltd | 500 | $254.7K | 0.02% | +500 | New |
| PKS Advisory Services, LLC | 500 | $254.7K | 0.06% | +500 | New |
| Narus Financial Partners, LLC | 500 | $254.7K | 0.08% | +500 | New |
| Aries Wealth Management | 500 | $254.7K | 0.07% | +500 | New |
| APCM Wealth Management for Individuals | 500 | $254.7K | 0.04% | +500 | New |
| Financial Advisory Partners, LLC | 500 | $254.7K | 0.08% | +500 | New |
| Holderness Investments Co | 501 | $255.2K | 0.05% | +501 | New |
| Baker Avenue Asset Management, LP | 501 | $255.2K | 0.01% | −290−36.7% | Reduced |
| ProVise Management Group, LLC | 503 | $256.2K | 0.02% | +503 | New |
| Voleon Capital Management LP | 503 | $256.2K | 0.01% | +503 | New |
| Perpetual Ltd | 508 | $258.7K | 0.00% | +508 | New |
| Rockland Trust Co | 509 | $259.2K | 0.01% | +509 | New |
| Maia Wealth LLC | 510 | $259.7K | 0.05% | +510 | New |
| Legacy Wealth Management, LLC | 511 | $260.3K | 0.08% | −292−36.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 512 | $260.8K | 0.01% | +512 | New |
| TFB Advisors LLC | 512 | $260.8K | 0.07% | +512 | New |
| Fielder Capital Group LLC | 512 | $260.8K | 0.07% | +512 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 515 | $262.3K | 0.00% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 515 | $262.3K | 0.15% | +515 | New |
| Haven Private, LLC | 515 | $262.3K | 0.12% | +515 | New |
| Oak Harvest Investment Services | 518 | $263.8K | 0.03% | −9,956−95.1% | Reduced |
| Whelan Financial | 520 | $264.8K | 0.10% | −220−29.7% | Reduced |
| Jacobsen Capital Management | 521 | $265.4K | 0.10% | +521 | New |
| MONECO Advisors, LLC | 522 | $265.9K | 0.02% | −54−9.4% | Reduced |
| Barlow Wealth Partners, Inc. | 538 | $266.9K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 525 | $267.4K | 0.02% | +525 | New |
| Stock Yards Bank & Trust Co | 526 | $267.9K | 0.01% | +526 | New |
| Klingman & Associates, LLC | 527 | $268.4K | 0.01% | +527 | New |
| Accel Wealth Management | 528 | $268.9K | 0.09% | +528 | New |
| AlphaStar Capital Management, LLC | 529 | $269.4K | 0.02% | +529 | New |
| Apollon Financial, LLC | 530 | $269.9K | 0.06% | +530 | New |
| GK Wealth Management LLC | 533 | $271.5K | 0.27% | −40−7.0% | Reduced |
| Atticus Wealth Management, LLC | 535 | $272.5K | 0.07% | +66+14.1% | Added |
| Hodges Capital Management Inc. | 535 | $272.5K | 0.03% | +535 | New |
| Leavell Investment Management, Inc. | 539 | $274.5K | 0.01% | +539 | New |
| KCM Investment Advisors LLC | 546 | $278.1K | 0.01% | +546 | New |
| Schwab Charitable Fund | 546 | $278.1K | 0.01% | +546 | New |
| WJ Wealth Management, LLC | 546 | $278.1K | 0.09% | +546 | New |
| Gibraltar Capital Management, Inc. | 547 | $278.6K | 0.05% | +547 | New |
| Tucker Asset Management LLC | 549 | $279.6K | 0.09% | +549 | New |
| YHB Investment Advisors, Inc. | 550 | $280.1K | 0.02% | −75−12.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 551 | $280.6K | 0.02% | +551 | New |
| Yeomans Consulting Group, Inc. | 571 | $281.0K | 0.12% | +571 | New |
| Sandbox Financial Partners, LLC | 552 | $281.2K | 0.09% | +552 | New |
| Chilton Investment Co LLC | 557 | $283.7K | 0.01% | −6,777−92.4% | Reduced |
| Hunter Associates Investment Management LLC | 560 | $284.0K | 0.04% | +560 | New |
| Betterment LLC | 558 | $284.0K | 0.00% | +558 | New |
| Menlo Advisors LLC | 561 | $285.0K | 0.15% | +561 | New |
| Total Clarity Wealth Management, Inc. | 560 | $285.2K | 0.08% | +560 | New |
| Ethos Financial Group, LLC | 564 | $287.3K | 0.02% | +564 | New |
| Opes Wealth Management LLC | 565 | $287.6K | 0.05% | +565 | New |
| Pinnacle Wealth Planning Services, Inc. | 565 | $287.8K | 0.04% | +565 | New |
| Legacy Financial Advisors, Inc. | 565 | $287.8K | 0.04% | +565 | New |
| Versor Investments LP | 570 | $290.3K | 0.05% | −4,829−89.4% | Reduced |
| Johnson Financial Group, Inc. | 573 | $291.8K | 0.01% | −184−24.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 574 | $292.3K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 575 | $292.9K | 0.01% | −290−33.5% | Reduced |
| StrongBox Wealth, LLC | 575 | $292.9K | 0.11% | −90−13.5% | Reduced |
| Sunflower Bank, N.A. | 575 | $292.9K | 0.07% | −26−4.3% | Reduced |
| CFS Investment Advisory Services, LLC | 576 | $293.0K | 0.02% | +576 | New |
| Talisman Wealth Advisors LLC | 576 | $293.4K | 0.27% | +576 | New |
| Ancora Advisors, LLC | 577 | $293.8K | 0.01% | −565−49.5% | Reduced |
| Aspiring Ventures, LLC | 577 | $293.9K | 0.13% | +14+2.5% | Added |
| Triad Wealth Partners, LLC | 577 | $293.9K | 0.06% | +577 | New |
| Austin Private Wealth, LLC | 578 | $294.4K | 0.02% | +578 | New |
| Northeast Financial Consultants Inc | 579 | $294.9K | 0.01% | −975−62.7% | Reduced |
| Crescent Grove Advisors, LLC | 580 | $295.4K | 0.03% | −65−10.1% | Reduced |
| Granite Bay Wealth Management, LLC | 583 | $297.0K | 0.10% | +583 | New |
| Trilogy Capital Inc. | 584 | $297.4K | 0.01% | −8−1.4% | Reduced |
| First Citizens Bank & Trust Co | 589 | $300.0K | 0.01% | +589 | New |
| Valmark Advisers, Inc. | 589 | $300.0K | 0.00% | −81−12.1% | Reduced |
| Csenge Advisory Group | 639 | $301.3K | 0.02% | +34+5.6% | Added |
| Coppell Advisory Solutions LLC | 605 | $302.1K | 0.04% | −24−3.8% | Reduced |
| IFG Advisors, LLC | 594 | $302.5K | 0.05% | +594 | New |
| 1858 Wealth Management, LLC | 595 | $303.0K | 0.22% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 597 | $304.1K | 0.03% | −5−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 598 | $304.6K | 0.17% | +598 | New |
| Roundview Capital LLC | 599 | $305.1K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 600 | $305.6K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 600 | $305.6K | 0.04% | +600 | New |
| Integrated Financial Solutions, Inc. | 350 | $305.6K | 0.26% | +350 | New |
| Onefund, LLC | 601 | $306.0K | 0.22% | +15+2.6% | Added |
| Optas, LLC | 603 | $307.1K | 0.06% | +11+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 603 | $307.1K | 0.00% | +230+61.7% | Added |
| Versant Capital Management, Inc | 607 | $309.2K | 0.05% | −66−9.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 607 | $309.2K | 0.01% | +607 | New |
| Ronald Blue Trust, Inc. | 608 | $309.7K | 0.00% | −659−52.0% | Reduced |
| WT Wealth Management | 611 | $311.2K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 615 | $313.2K | 0.12% | +615 | New |
| Lake Hills Wealth Management, LLC | 616 | $313.7K | 0.18% | +616 | New |
| Firethorn Wealth Partners, LLC | 617 | $314.2K | 0.14% | +10+1.6% | Added |
| Brand Asset Management Group, Inc. | 618 | $314.5K | 0.12% | +1+0.2% | Added |
| Values First Advisors, Inc. | 622 | $316.5K | 0.17% | −7−1.1% | Reduced |
| Clark Asset Management, LLC | 622 | $316.8K | 0.04% | +622 | New |
| David Loasby | 711 | $317.6K | 0.03% | −233−24.7% | Reduced |
| Pitcairn Co | 624 | $317.8K | 0.02% | +52+9.1% | Added |
| Integras Partners LLC | 625 | $318.3K | 0.32% | +1+0.2% | Added |
| Checchi Capital Advisers, LLC | 629 | $320.4K | 0.02% | +53+9.2% | Added |
| Eagle Wealth Strategies LLC | 630 | $320.9K | 0.18% | +25+4.1% | Added |
| Sapient Capital LLC | 630 | $320.9K | 0.01% | +51+8.8% | Added |
