| WSFS Capital Management, LLC | 628 | $205.4K | 0.01% | +628 | New |
| Baker Tilly Wealth Management, LLC | 628 | $205.4K | 0.05% | +628 | New |
| Wedge Capital Management L L P | 629 | $205.7K | 0.00% | +629 | New |
| Grimes & Company, Inc. | 630 | $206.1K | 0.01% | +630 | New |
| Krilogy Financial LLC | 569 | $206.2K | 0.01% | +569 | New |
| Global Financial Private Client, LLC | 631 | $206.4K | 0.07% | +631 | New |
| Ring Mountain Capital, LLC | 632 | $207.0K | 0.11% | 00.0% | Unchanged |
| STAR Financial Bank | 633 | $207.0K | 0.10% | −90−12.4% | Reduced |
| TSFG, LLC | 636 | $208.0K | 0.03% | +1+0.2% | Added |
| Numerai GP LLC | 636 | $208.0K | 0.02% | −1,235−66.0% | Reduced |
| Hidden Cove Wealth Management, LLC | 636 | $208.0K | 0.13% | +636 | New |
| Canvas Wealth Advisors, LLC | 637 | $208.4K | 0.04% | −63−9.0% | Reduced |
| Gradient Capital Advisors, LLC | 638 | $208.7K | 0.05% | −40−5.9% | Reduced |
| LRI Investments, LLC | 639 | $209.0K | 0.02% | +300+88.5% | Added |
| Boston Private Wealth LLC | 642 | $209.8K | 0.01% | −15−2.3% | Reduced |
| Werba Rubin Papier Wealth Management | 642 | $210.1K | 0.03% | +642 | New |
| Aster Capital Management (DIFC) Ltd | 882 | $210.1K | 0.07% | +882 | New |
| Avantax Planning Partners, Inc. | 643 | $210.3K | 0.01% | +643 | New |
| Connecticut Capital Management Group, LLC | 643 | $210.3K | 0.20% | +643 | New |
| Francis Financial, Inc. | 644 | $210.7K | 0.04% | +644 | New |
| Vanguard National Trust Co | 647 | $211.6K | 0.01% | +647 | New |
| Westco Advisory Services Inc | 649 | $212.3K | 0.14% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 587 | $212.3K | 0.02% | +587 | New |
| Nadler Financial Group, Inc. | 655 | $214.2K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 657 | $214.9K | 0.01% | −329−33.4% | Reduced |
| Perennial Investment Advisors, LLC | 662 | $216.4K | 0.02% | +662 | New |
| Busey Wealth Management | 666 | $217.8K | 0.01% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 626 | $218.1K | 0.05% | +626 | New |
| Neumann Capital Management, LLC | 667 | $218.2K | 0.06% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 667 | $218.2K | 0.03% | +667 | New |
| Angeles Wealth Management, LLC | 669 | $218.8K | 0.01% | +669 | New |
| Spectrum Planning & Advisory Services Inc. | 671 | $219.5K | 0.11% | +671 | New |
| Bender Robert & Associates | 672 | $219.8K | 0.05% | +672 | New |
| Cherokee Insurance Co | 675 | $220.8K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 675 | $220.9K | 0.04% | −1−0.1% | Reduced |
| Keystone Financial Services, LLC | 677 | $221.4K | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 677 | $221.5K | 0.02% | +3+0.4% | Added |
| ProVise Management Group, LLC | 681 | $222.7K | 0.02% | −17−2.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 682 | $223.3K | 0.01% | +682 | New |
| Portfolio Design Labs, LLC | 684 | $223.7K | 0.04% | +684 | New |
| Peak Asset Management, LLC | 685 | $224.0K | 0.04% | −175−20.3% | Reduced |
| Income Insurance Ltd | 686 | $224.4K | 0.15% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 687 | $224.6K | 0.01% | +687 | New |
| Ostrum Asset Management | 688 | $225.0K | 0.01% | −1,515−68.8% | Reduced |
| Camden Capital, LLC | 690 | $225.8K | 0.01% | +690 | New |
| Cornerstone Wealth Group, LLC | 602 | $226.2K | 0.01% | +602 | New |
| Harbour Capital Advisors, LLC | 617 | $226.5K | 0.04% | +617 | New |
| Basecamp Wealth Advisors LLC | 697 | $228.0K | 0.05% | 00.0% | Unchanged |
| Midwest Trust Co | 700 | $228.9K | 0.00% | −50−6.7% | Reduced |
| Private Wealth Group, LLC | 700 | $228.9K | 0.11% | 00.0% | Unchanged |
| Stonebridge Wealth Management, LLC | 700 | $228.9K | 0.22% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 701 | $229.3K | 0.05% | +22+3.2% | Added |
| United Community Bank | 701 | $229.3K | 0.08% | +35+5.3% | Added |
| Aufman Associates Inc | 702 | $229.5K | 0.11% | 00.0% | Unchanged |
| Victrix Investment Advisors | 702 | $229.6K | 0.08% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 702 | $229.6K | 0.08% | +1+0.1% | Added |
| Guidance Capital, Inc | 649 | $230.1K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 707 | $231.2K | 0.01% | +5+0.7% | Added |
| WBH Advisory Inc | 697 | $232.4K | 0.02% | +15+2.2% | Added |
| NorthStar Asset Management LLC | 712 | $232.9K | 0.11% | −3−0.4% | Reduced |
| Strategic Wealth Designers | 713 | $233.1K | 0.03% | −6−0.8% | Reduced |
| Burns J W & Co Inc | 715 | $233.9K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 718 | $234.8K | 0.00% | −65−8.3% | Reduced |
| S Harris Financial Group, LLC | 719 | $235.3K | 0.21% | +719 | New |
| Capital Square, LLC | 642 | $235.7K | 0.11% | +642 | New |
| Eagle Wealth Advisors LLC | 723 | $236.5K | 0.22% | +723 | New |
| Clear Wave Wealth Management LLC | 723 | $236.5K | 0.06% | +723 | New |
| StoneX Group Inc. | 724 | $236.6K | 0.01% | −305−29.6% | Reduced |
| McHugh Group, LLC | 724 | $236.7K | 0.14% | +24+3.4% | Added |
| Toth Financial Advisory Corp | 727 | $237.8K | 0.03% | −4−0.5% | Reduced |
| Sageworth Trust Co | 727 | $237.8K | 0.01% | +727 | New |
| State of Wyoming | 732 | $239.4K | 0.03% | +644+731.8% | Added |
| Evolve Private Wealth, LLC | 735 | $240.5K | 0.01% | +735 | New |
| Beck Bode, LLC | 735 | $240.6K | 0.04% | +735 | New |
| LWM Advisory Services, LLC | 737 | $241.3K | 0.26% | +737 | New |
| Defiance ETFs, LLC | 738 | $241.4K | 0.00% | +738 | New |
| Yoffe Investment Management, LLC | 740 | $242.0K | 0.31% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 743 | $243.1K | 0.08% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 743 | $243.2K | 0.08% | +31+4.4% | Added |
| Kelly Financial Group LLC | 745 | $243.7K | 0.06% | −15−2.0% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 745 | $243.7K | 0.06% | +745 | New |
| Osmosis Investment Management UK Ltd | 746 | $244.0K | 0.01% | +746 | New |
| Legacy Advisors, LLC | 747 | $244.3K | 0.03% | +747 | New |
| Canopy Partners, LLC | 751 | $245.6K | 0.08% | +47+6.7% | Added |
| Newbridge Financial Services Group, Inc. | 755 | $246.8K | 0.04% | +735+3,675.0% | Added |
| Jennison Associates LLC | 755 | $246.9K | 0.00% | −396−34.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 759 | $248.2K | 0.13% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 759 | $248.2K | 0.07% | +759 | New |
| DRW Securities, LLC | 763 | $248.3K | 0.01% | −2,025−72.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 760 | $248.6K | 0.09% | −240−24.0% | Reduced |
| RKL Wealth Management LLC | 762 | $249.1K | 0.02% | −165−17.8% | Reduced |
| Stonebridge Financial Group, LLC | 763 | $249.6K | 0.21% | −80−9.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 765 | $250.2K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 768 | $251.2K | 0.00% | +768 | New |
| Cambient Family Office, LLC | 769 | $251.5K | 0.04% | +769 | New |
| Capula Management Ltd | 771 | $252.2K | 0.00% | −142−15.6% | Reduced |
| Advus Financial Partners, LLC | 771 | $252.2K | 0.06% | +10+1.3% | Added |
| Cromwell Holdings LLC | 772 | $252.5K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 776 | $253.8K | 0.01% | +776 | New |
| Farmers & Merchants Trust Co of Long Beach | 784 | $256.4K | 0.06% | 00.0% | Unchanged |
