| Shufro Rose & Co LLC | 700 | $294.2K | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 700 | $294.2K | 0.09% | +63+9.9% | Added |
| Pathway Financial Advisers, LLC | 696 | $292.4K | 0.12% | +696 | New |
| Fukoku Mutual Life Insurance Co | 695 | $292.1K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 695 | $292.1K | 0.01% | +37+5.6% | Added |
| Kolinsky Wealth Management, LLC | 688 | $289.0K | 0.33% | +84+13.9% | Added |
| Fort Point Capital Partners LLC | 687 | $288.7K | 0.05% | +11+1.6% | Added |
| Roberts Glore & Co Inc | 686 | $288.3K | 0.10% | +686 | New |
| Edmond de Rothschild Holding S.A. | 683 | $287.1K | 0.01% | −498−42.2% | Reduced |
| Physicians Financial Services, Inc. | 683 | $287.0K | 0.13% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 681 | $286.2K | 0.04% | – | – |
| International Assets Investment Management, LLC | 100,446 | $285.2K | 0.03% | +100,446 | New |
| Retirement Income Solutions, Inc | 678 | $285.0K | 0.09% | +60+9.7% | Added |
| K.J. Harrison & Partners Inc | 500 | $284.6K | 0.06% | +500 | New |
| HITE Hedge Asset Management LLC | 675 | $283.7K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 675 | $283.7K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 674 | $283.5K | 0.02% | +674 | New |
| Fulton Bank, N.A. | 669 | $281.0K | 0.02% | +669 | New |
| Resonant Capital Advisors, LLC | 666 | $280.7K | 0.04% | +666 | New |
| Segall Bryant & Hamill, LLC | 666 | $279.0K | 0.00% | −990−59.8% | Reduced |
| Bryn Mawr Trust Co | 664 | $279.0K | 0.01% | −8−1.2% | Reduced |
| We Are One Seven, LLC | 662 | $278.3K | 0.03% | +107+19.3% | Added |
| Watershed Private Wealth LLC | 656 | $275.7K | 0.21% | +656 | New |
| Financial Advisors, LLC | 650 | $273.2K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 744 | $272.0K | 0.00% | +346+86.9% | Added |
| World Equity Group, Inc. | 647 | $271.9K | 0.06% | −5−0.8% | Reduced |
| BSW Wealth Partners | 644 | $271.0K | 0.06% | +644 | New |
| LJI Wealth Management, LLC | 637 | $267.7K | 0.09% | +637 | New |
| Keystone Financial Group | 635 | $266.8K | 0.05% | +1+0.2% | Added |
| Benjamin Edwards Inc | 632 | $266.0K | 0.07% | +5+0.8% | Added |
| Aft, Forsyth & Company, Inc. | 630 | $264.8K | 0.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 629 | $264.4K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 517 | $263.9K | 0.13% | −33−6.0% | Reduced |
| Exos TFP Holdings LLC | 627 | $263.5K | 0.07% | +151+31.7% | Added |
| Cornercap Investment Counsel Inc | 626 | $263.1K | 0.05% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 623 | $262.9K | 0.22% | +623 | New |
| Allred Capital Management, LLC | 624 | $262.3K | 0.14% | +17+2.8% | Added |
| Twin Focus Capital Partners, LLC | 620 | $260.6K | 0.05% | −7−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 614 | $258.1K | 0.01% | +59+10.6% | Added |
| CFM Wealth Partners LLC | 606 | $254.7K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 600 | $252.2K | 0.14% | 00.0% | Unchanged |
| Builder Investment Group Inc | 600 | $252.2K | 0.12% | +600 | New |
| AdvisorNet Financial, Inc | 585 | $245.9K | 0.02% | +548+1,481.1% | Added |
| Schmidt P J Investment Management Inc | 583 | $245.0K | 0.06% | −122−17.3% | Reduced |
| Great Diamond Partners, LLC | 575 | $241.7K | 0.07% | −316−35.5% | Reduced |
| BOS Asset Management, LLC | 575 | $241.7K | 0.22% | +575 | New |
| Grove Bank & Trust | 570 | $240.0K | 0.05% | −25−4.2% | Reduced |
| Kendall Capital Management | 570 | $240.0K | 0.12% | −5−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 568 | $238.7K | 0.08% | +16+2.9% | Added |
| CVA Family Office, LLC | 568 | $238.7K | 0.06% | +183+47.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 559 | $234.9K | 0.13% | −249−30.8% | Reduced |
| Miracle Mile Advisors, LLC | 557 | $234.1K | 0.01% | +557 | New |
| Rockland Trust Co | 557 | $234.0K | 0.01% | −50−8.2% | Reduced |
| Stock Yards Bank & Trust Co | 556 | $234.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 555 | $233.3K | 0.02% | −231−29.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 553 | $232.4K | 0.03% | +553 | New |
| Harel Insurance Investments & Financial Services Ltd. | 553 | $232.0K | 0.01% | −449−44.8% | Reduced |
| Selway Asset Management | 550 | $231.2K | 0.12% | −575−51.1% | Reduced |
| Valley Brook Capital Group | 550 | $231.2K | 0.22% | +550 | New |
| Perennial Investment Advisors, LLC | 547 | $229.9K | 0.09% | +547 | New |
| Stillwater Capital Advisors, LLC | 546 | $229.3K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 432 | $228.8K | 0.01% | −25−5.5% | Reduced |
| Busey Wealth Management | 544 | $228.6K | 0.01% | +544 | New |
| VeraBank, N.A. | 543 | $228.2K | 0.11% | −21−3.7% | Reduced |
| Annex Advisory Services, LLC | 543 | $228.2K | 0.01% | −6−1.1% | Reduced |
| Ironwood Investment Counsel, LLC | 542 | $228.0K | 0.06% | +542 | New |
| Richard W. Paul & Associates, LLC | 540 | $226.9K | 0.11% | +540 | New |
| Proficio Capital Partners LLC | 537 | $225.8K | 0.04% | +537 | New |
| Holderness Investments Co | 536 | $225.3K | 0.10% | +536 | New |
| Quent Capital, LLC | 533 | $224.3K | 0.04% | +39+7.9% | Added |
| Sather Financial Group Inc | 533 | $224.0K | 0.02% | +533 | New |
| Capital Markets Trading UK LLP | 532 | $224.0K | 0.59% | −2,932−84.6% | Reduced |
| One Charles Private Wealth Services, LLC | 529 | $222.3K | 0.14% | +529 | New |
| Balboa Wealth Partners | 528 | $221.9K | 0.10% | +528 | New |
| Braun-Bostich & Associates Inc. | 524 | $220.2K | 0.64% | −76−12.7% | Reduced |
| Money Concepts Capital Corp | 522 | $219.4K | 0.01% | +236+82.5% | Added |
| Waldron Private Wealth LLC | 595 | $219.0K | 0.01% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 520 | $218.5K | 0.01% | −3,993−88.5% | Reduced |
| Guerra Pan Advisors, LLC | 519 | $218.2K | 0.30% | +519 | New |
| First Affirmative Financial Network | 518 | $217.8K | 0.26% | +518 | New |
| Inceptionr LLC | 514 | $216.0K | 0.11% | +514 | New |
| Davis R M Inc | 514 | $216.0K | 0.01% | +514 | New |
| Delta Financial Group, Inc. | 528 | $214.0K | 0.09% | +528 | New |
| Mutual Advisors, LLC | 509 | $213.9K | 0.01% | +509 | New |
| Aaron Wealth Advisors | 508 | $213.5K | 0.03% | +508 | New |
| GeoWealth Management, LLC | 507 | $213.0K | 0.02% | −503−49.8% | Reduced |
| FineMark National Bank & Trust | 506 | $212.7K | 0.01% | +506 | New |
| Concord Wealth Partners | 505 | $212.2K | 0.06% | −118−18.9% | Reduced |
| Guardian Wealth Advisors, LLC | 500 | $211.0K | 0.04% | +500 | New |
| Transcend Wealth Collective, LLC | 500 | $210.2K | 0.02% | −82−14.1% | Reduced |
| Equitable Trust Co | 500 | $210.2K | 0.02% | +500 | New |
| Schaper Benz & Wise Investment Counsel Inc | 500 | $210.2K | 0.02% | +500 | New |
| Sprott Inc. | 500 | $210.2K | 0.02% | +500 | New |
| Harrell Investment Partners, LLC | 500 | $210.2K | 0.08% | +500 | New |
| Legal Advantage Investments, Inc. | 500 | $210.2K | 0.17% | +500 | New |
| Ground Swell Capital, LLC | 499 | $209.7K | 0.93% | +499 | New |
| Ignite Planners, LLC | 433 | $209.1K | 0.09% | +433 | New |
| Jackson Hole Capital Partners, LLC | 495 | $208.0K | 0.06% | −120−19.5% | Reduced |
| M Holdings Securities, Inc. | 495 | $208.0K | 0.02% | +495 | New |
| Bellevue Asset Management, LLC | 499 | $207.6K | 0.16% | 00.0% | Unchanged |
