| Mustard Seed Financial, LLC | 1,000 | $431.5K | 0.22% | +1,000 | New |
| Z3 Capital Partners, LLC | 1,000 | $431.5K | 0.09% | +1,000 | New |
| Flagship Private Wealth, LLC | 998 | $430.6K | 0.15% | −426−29.9% | Reduced |
| Elyxium Wealth, LLC | 994 | $428.9K | 0.05% | +994 | New |
| Creative Financial Designs Inc | 992 | $428.1K | 0.02% | +226+29.5% | Added |
| Hudson Bay Capital Management LP | 990 | $427.1K | 0.00% | +990 | New |
| 55 North Private Wealth, LLC | 986 | $425.4K | 0.08% | +986 | New |
| Rockland Trust Co | 983 | $424.1K | 0.02% | +983 | New |
| Pine Valley Investments Ltd Liability Co | 978 | $422.1K | 0.02% | +978 | New |
| Provenance Wealth Advisors, LLC | 973 | $419.8K | 0.04% | +691+245.0% | Added |
| PKS Advisory Services, LLC | 973 | $419.8K | 0.07% | +973 | New |
| Intrust Bank NA | 971 | $418.9K | 0.03% | +971 | New |
| Patten Group, Inc. | 970 | $418.5K | 0.07% | +970 | New |
| Freestone Capital Holdings, LLC | 969 | $418.1K | 0.01% | +969 | New |
| Twinbeech Capital LP | 968 | $417.7K | 0.08% | +968 | New |
| Narus Financial Partners, LLC | 965 | $416.2K | 0.11% | +965 | New |
| Coastal Investment Advisors, Inc. | 964 | $415.9K | 0.13% | +964 | New |
| Hidden Cove Wealth Management, LLC | 964 | $415.9K | 0.23% | +964 | New |
| Spartan Wealth Advisory Services LLC | 963 | $415.5K | 0.03% | +963 | New |
| Guerra Pan Advisors, LLC | 960 | $414.2K | 0.23% | +960 | New |
| Liontrust Investment Partners LLP | 959 | $413.8K | 0.01% | −3,018−75.9% | Reduced |
| WMG Financial Advisors, LLC | 959 | $413.6K | 0.16% | +959 | New |
| Spirepoint Private Client, LLC | 956 | $412.5K | 0.03% | +956 | New |
| Advisory Advocates, LLC | 956 | $412.3K | 0.35% | +956 | New |
| Intrua Financial, LLC | 952 | $410.8K | 0.04% | +952 | New |
| Forum Financial Management, LP | 949 | $409.4K | 0.01% | +949 | New |
| Schnieders Capital Management, LLC. | 946 | $408.3K | 0.05% | +946 | New |
| Bath Savings Trust Co | 943 | $406.9K | 0.04% | +943 | New |
| Maimon Wealth Management Ltd. | 943 | $406.9K | 0.31% | +943 | New |
| Income Insurance Ltd | 940 | $405.6K | 0.24% | +940 | New |
| Beacon Financial Group | 937 | $404.3K | 0.04% | +937 | New |
| Birch Financial Group, LLC | 935 | $403.4K | 0.21% | +935 | New |
| B.O.S.S. Retirement Advisors, LLC | 935 | $403.4K | 0.11% | −323−25.7% | Reduced |
| Nwam LLC | 934 | $403.1K | 0.02% | −714−43.3% | Reduced |
| Foster Group, Inc. | 934 | $403.0K | 0.01% | +934 | New |
| Thryve Wealth Management LLC | 933 | $402.6K | 0.23% | +933 | New |
| Asset One Wealth Management LLC | 969 | $399.9K | 0.04% | −334−25.6% | Reduced |
| Perryman Financial Advisory Inc | 922 | $397.8K | 0.05% | +922 | New |
| Cullen/Frost Bankers, Inc. | 919 | $396.3K | 0.00% | +398+76.4% | Added |
| Fort Point Capital Partners LLC | 908 | $391.8K | 0.04% | +908 | New |
| Insight Advisors, LLC | 906 | $390.9K | 0.07% | +906 | New |
| Range Advisory, LLC | 906 | $390.8K | 0.05% | +906 | New |
| C M Bidwell & Associates Ltd | 904 | $390.0K | 0.16% | −25−2.7% | Reduced |
| Milestone Asset Management, LLC | 904 | $390.0K | 0.06% | +904 | New |
| Peak Asset Management, LLC | 900 | $388.3K | 0.06% | +900 | New |
| Chung Wu Investment Group, LLC | 900 | $388.3K | 0.26% | +900 | New |
| Impact Capital Partners LLC | 891 | $384.4K | 0.10% | +891 | New |
| Florida Financial Advisors, LLC | 890 | $384.1K | 0.06% | +890 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 888 | $383.1K | 0.03% | +888 | New |
| Tiemann Investment Advisors, LLC | 886 | $382.3K | 0.14% | +886 | New |
| Flatrock Wealth Partners LLC | 884 | $381.3K | 0.15% | +884 | New |
| Barton Investment Management | 875 | $377.5K | 0.05% | +875 | New |
| Klingman & Associates, LLC | 870 | $375.4K | 0.02% | +870 | New |
| Lowe Brockenbrough & Co Inc | 868 | $374.5K | 0.02% | +868 | New |
| Third View Private Wealth, LLC | 867 | $374.1K | 0.05% | +867 | New |
| Detalus Advisors, LLC | 865 | $373.1K | 0.07% | −925−51.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $372.8K | 0.14% | −682−44.1% | Reduced |
| MJP Associates Inc | 859 | $370.8K | 0.04% | −741−46.3% | Reduced |
| Peak Planning Group, LLC | 859 | $370.7K | 0.08% | +859 | New |
| Harrell Investment Partners, LLC | 859 | $370.6K | 0.08% | +859 | New |
| Premier Path Wealth Partners, LLC | 856 | $369.3K | 0.04% | +856 | New |
| Harbor Investment Advisory, LLC | 854 | $368.5K | 0.03% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 852 | $367.5K | 0.05% | +852 | New |
| Legend Capital Advisors LLC | 847 | $365.4K | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 847 | $365.4K | 0.02% | +847 | New |
| Ankerstar Wealth, LLC | 842 | $363.3K | 0.30% | −200−19.2% | Reduced |
| Victory Financial Group, LLC | 840 | $362.6K | 0.04% | +840 | New |
| First Horizon Corp | 837 | $361.1K | 0.01% | +508+154.4% | Added |
| Broadway Wealth Solutions, Inc. | 836 | $360.7K | 0.17% | +836 | New |
| CMC Financial Group | 835 | $360.3K | 0.70% | +835 | New |
| Five Oceans Advisors | 834 | $359.8K | 0.12% | +834 | New |
| Sienna Gestion | 858 | $359.7K | 0.02% | +858 | New |
| Betterment LLC | 832 | $359.0K | 0.00% | +832 | New |
| Long Road Investment Counsel, LLC | 830 | $358.1K | 0.13% | +830 | New |
| Advus Financial Partners, LLC | 825 | $356.0K | 0.08% | +825 | New |
| Root Financial Partners, LLC | 823 | $355.3K | 0.01% | −557−40.4% | Reduced |
| Marathon Trading Investment Management LLC | 820 | $353.8K | 0.04% | +820 | New |
| Chatham Capital Group, Inc. | 815 | $351.6K | 0.04% | +815 | New |
| IFG Advisors, LLC | 813 | $350.8K | 0.05% | +813 | New |
| Darrow Company, Inc. | 813 | $350.8K | 0.14% | +813 | New |
| Lodestone Wealth Management LLC | 812 | $350.2K | 0.12% | −24−2.9% | Reduced |
| North Capital, Inc. | 811 | $350.1K | 0.26% | +811 | New |
| COFG Advisors, LLC | 809 | $348.9K | 0.06% | +809 | New |
| Wealth Architects, LLC | 808 | $348.7K | 0.03% | +808 | New |
| Cercano Management LLC | 808 | $348.6K | 0.05% | −24,003−96.7% | Reduced |
| One Capital Management, LLC | 2,121 | $348.1K | 0.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 806 | $347.8K | 0.05% | +806 | New |
| Marble Harbor Investment Counsel, LLC | 804 | $346.9K | 0.04% | +804 | New |
| Capital Counsel LLC | 803 | $346.5K | 0.01% | +803 | New |
| Founders Capital Management, LLC | 803 | $346.5K | 0.05% | +803 | New |
| Fulcrum Equity Management | 802 | $346.1K | 0.28% | +802 | New |
| TABR Capital Management, LLC | 794 | $342.6K | 0.29% | +794 | New |
| Moss Adams Wealth Advisors LLC | 792 | $341.8K | 0.02% | +792 | New |
| Onefund, LLC | 791 | $341.3K | 0.19% | −37−4.5% | Reduced |
| KMG Fiduciary Partners, LLC | 790 | $341.0K | 0.03% | −27,832−97.2% | Reduced |
| Gamco Investors, Inc. Et Al | 790 | $340.9K | 0.00% | −2,330−74.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 786 | $338.9K | 0.04% | +786 | New |
| Dudley Capital Management, LLC | 785 | $338.7K | 0.14% | +785 | New |
| Tocqueville Asset Management L.P. | 784 | $338.3K | 0.00% | +784 | New |
| Evolution Wealth Advisors, LLC | 784 | $338.3K | 0.04% | +784 | New |
