| Pegasus Partners Ltd. | 943 | $208.5K | 0.02% | +943 | New |
| Doliver Advisors, LP | 943 | $208.5K | 0.06% | +943 | New |
| Arbor Capital Management Inc | 951 | $208.2K | 0.20% | +951 | New |
| Lazard Freres Gestion S.A.S. | 942 | $208.0K | 0.00% | +942 | New |
| Hollencrest Capital Management | 941 | $208.0K | 0.01% | +3+0.3% | Added |
| Somerset Trust Co | 940 | $207.8K | 0.08% | +940 | New |
| Capital Management Associates, Inc | 940 | $207.8K | 0.08% | +940 | New |
| Mason & Associates, LLC | 939 | $207.6K | 0.06% | +939 | New |
| Total Investment Management Inc | 939 | $207.6K | 0.02% | +939 | New |
| Weinberger Asset Management, Inc | 939 | $207.5K | 0.09% | +939 | New |
| Beaird Harris Wealth Management, LLC | 937 | $207.2K | 0.02% | −299−24.2% | Reduced |
| FMB Wealth Management | 934 | $206.6K | 0.12% | +934 | New |
| Opes Wealth Management LLC | 934 | $206.5K | 0.04% | +934 | New |
| Tanglewood Legacy Advisors, LLC | 930 | $205.6K | 0.09% | 00.0% | Unchanged |
| Marex Group plc | 928 | $205.2K | 0.00% | −2,134−69.7% | Reduced |
| LWMG, LLC | 927 | $204.9K | 0.04% | +927 | New |
| Waterway Wealth Management, LLC | 927 | $204.9K | 0.09% | −2,148−69.9% | Reduced |
| SP Asset Management LLC | 927 | $204.9K | 0.02% | +927 | New |
| US Financial Advisors, LLC | 926 | $204.7K | 0.06% | +926 | New |
| Canvas Wealth Advisors, LLC | 924 | $204.3K | 0.06% | +924 | New |
| ICONIQ Capital, LLC | 923 | $204.1K | 0.00% | +923 | New |
| Trilogy Capital Inc. | 920 | $203.4K | 0.01% | +920 | New |
| MKT Advisors LLC | 925 | $203.2K | 0.10% | +925 | New |
| TFB Advisors LLC | 918 | $203.0K | 0.06% | +918 | New |
| Seven Mile Advisory | 918 | $202.9K | 0.13% | +918 | New |
| West Branch Capital LLC | 915 | $202.3K | 0.07% | +195+27.1% | Added |
| Leslie Global Wealth, LLC | 915 | $202.3K | 0.10% | +915 | New |
| Financial Insights, Inc. | 914 | $202.1K | 0.06% | +914 | New |
| Apollon Financial, LLC | 914 | $202.0K | 0.06% | +914 | New |
| Vanguard Capital Wealth Advisors | 910 | $201.2K | 0.21% | −978−51.8% | Reduced |
| Richardson Financial Services Inc. | 1,160 | $200.6K | 0.13% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 907 | $200.6K | 0.11% | +907 | New |
| Argent Capital Management LLC | 907 | $200.5K | 0.01% | +907 | New |
| First Financial Corp | 906 | $200.3K | 0.10% | −16−1.7% | Reduced |
| Cherrydale Wealth Management, LLC | 905 | $200.0K | 0.08% | +905 | New |
| Hilltop Partners LLC | 905 | $200.0K | 0.07% | +905 | New |
| Asset Allocation & Management Company, LLC | 906 | $200.0K | 0.13% | +906 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $199.0K | 0.01% | +900 | New |
| BFSG, LLC | 885 | $195.7K | 0.02% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 876 | $193.7K | 0.15% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 854 | $188.8K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 919 | $188.1K | 0.04% | +100+12.2% | Added |
| Colonial Trust Advisors | 851 | $188.1K | 0.02% | +75+9.7% | Added |
| Marquette Asset Management, LLC | 849 | $187.7K | 0.03% | +91+12.0% | Added |
| Bruce G. Allen Investments, LLC | 844 | $186.5K | 0.14% | −59−6.5% | Reduced |
| Teachers Insurance & Annuity Association of America | 838 | $185.3K | 0.28% | +838 | New |
| Evergreen Private Wealth LLC | 835 | $184.6K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 831 | $183.7K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 830 | $183.5K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 819 | $181.1K | 0.07% | +3+0.4% | Added |
| Bollard Group LLC | 800 | $177.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 994 | $171.9K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 768 | $169.7K | 0.04% | +28+3.8% | Added |
| HighMark Wealth Management LLC | 765 | $169.2K | 0.09% | +6+0.8% | Added |
| Fairfield Financial Advisors, LTD | 753 | $166.5K | 0.06% | −3−0.4% | Reduced |
| Frazier Financial Advisors, LLC | 733 | $162.1K | 0.13% | +13+1.8% | Added |
| Gould Capital, LLC | 721 | $159.4K | 0.10% | +101+16.3% | Added |
| Centerpoint Advisors, LLC | 718 | $159.0K | 0.06% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 753 | $158.9K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 697 | $154.1K | 0.08% | +15+2.2% | Added |
| Atticus Wealth Management, LLC | 681 | $150.6K | 0.05% | −250−26.9% | Reduced |
| POM Investment Strategies, LLC | 671 | $148.3K | 0.12% | +28+4.4% | Added |
| Voisard Asset Management Group, Inc. | 666 | $147.2K | 0.06% | +16+2.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 657 | $145.3K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 654 | $145.0K | 0.02% | +81+14.1% | Added |
| Abound Wealth Management | 653 | $144.4K | 0.05% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 649 | $143.5K | 0.14% | −692−51.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $139.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 627 | $138.6K | 0.05% | −115−15.5% | Reduced |
| Princeton Global Asset Management LLC | 627 | $138.5K | 0.03% | +5+0.8% | Added |
| First Community Trust NA | 620 | $137.1K | 0.11% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 614 | $135.8K | 0.07% | +2+0.3% | Added |
| Cutler Capital Management, LLC | 611 | $135.1K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 610 | $134.9K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $132.6K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 584 | $129.1K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 580 | $128.2K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 574 | $126.9K | 0.06% | −52−8.3% | Reduced |
| Meeder Asset Management Inc | 572 | $126.5K | 0.01% | +166+40.9% | Added |
| PrairieView Partners, LLC | 570 | $125.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 563 | $124.5K | 0.01% | +33+6.2% | Added |
| J.Safra Asset Management Corp | 556 | $122.8K | 0.01% | +556 | New |
| Proffitt & Goodson Inc | 555 | $122.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 554 | $122.5K | 0.07% | +56+11.2% | Added |
| Centennial Bank | 553 | $122.3K | 0.06% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 551 | $121.8K | 0.27% | −976−63.9% | Reduced |
| Financial Avengers, Inc. | 538 | $119.0K | 0.06% | +4+0.7% | Added |
| Pin Oak Investment Advisors Inc | 535 | $118.0K | 0.11% | 00.0% | Unchanged |
| Quarry LP | 530 | $117.2K | 0.04% | +402+314.1% | Added |
| Peoples Bank | 525 | $116.1K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 503 | $111.3K | 0.02% | +503 | New |
| Capula Management Ltd | 503 | $111.2K | 0.00% | +503 | New |
| Blue Bell Private Wealth Management, LLC | 497 | $109.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 493 | $109.0K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 493 | $109.0K | 0.00% | +493 | New |
| Moisand Fitzgerald Tamayo, LLC | 491 | $108.6K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 490 | $108.3K | 0.10% | +490 | New |
| Hobbs Group Advisors, LLC | 489 | $108.0K | 0.04% | +1+0.2% | Added |
| West Oak Capital, LLC | 485 | $107.2K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 476 | $105.3K | 0.02% | 00.0% | Unchanged |