| AlTi Global, Inc. | 211 | $292.1K | 0.01% | +16+8.2% | Added |
| Chesley Taft & Associates LLC | 211 | $291.7K | 0.01% | +2+1.0% | Added |
| Kathmere Capital Management, LLC | 210 | $290.3K | 0.02% | +210 | New |
| Conning Inc. | 209 | $288.9K | 0.01% | −5−2.3% | Reduced |
| 17 Capital Partners, LLC | 209 | $288.9K | 0.13% | −40−16.1% | Reduced |
| Diversified Enterprises, LLC | 208 | $287.5K | 0.01% | +15+7.8% | Added |
| Ring Mountain Capital, LLC | 207 | $286.1K | 0.12% | +207 | New |
| Fundamentun, LLC | 205 | $284.7K | 0.01% | +21+11.4% | Added |
| Great Valley Advisor Group, Inc. | 206 | $284.5K | 0.00% | +14+7.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 206 | $284.2K | 0.03% | +1+0.5% | Added |
| Jacobi Capital Management LLC | 202 | $279.9K | 0.01% | −30−12.9% | Reduced |
| Osmosis Investment Management UK Ltd | 202 | $279.2K | 0.01% | +202 | New |
| Advisory Alpha, LLC | 201 | $277.9K | 0.01% | −73−26.6% | Reduced |
| Wall Street Financial Group, Inc. | 200 | $276.5K | 0.15% | −39−16.3% | Reduced |
| Firsthand Capital Management, Inc. | 200 | $276.5K | 0.44% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $276.5K | 0.06% | +200 | New |
| Inspire Advisors, LLC | 201 | $275.6K | 0.02% | +201 | New |
| TruNorth Capital Management, LLC | 199 | $275.1K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 199 | $275.1K | 0.05% | +199 | New |
| Xxi Wealth, LLC | 199 | $275.1K | 0.13% | +199 | New |
| Essex Financial Services, Inc. | 199 | $274.8K | 0.01% | +199 | New |
| Principal Street Partners, LLC | 198 | $273.7K | 0.04% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 198 | $273.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 198 | $273.7K | 0.02% | +1+0.5% | Added |
| Prosperity Consulting Group, LLC | 198 | $273.7K | 0.01% | +198 | New |
| Anchyra Partners LLC | 198 | $273.7K | 0.07% | +198 | New |
| Optiver Holding B.V. | 197 | $272.3K | 0.00% | +108+121.3% | Added |
| New Age Alpha Advisors, LLC | 196 | $270.9K | 0.01% | −1−0.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 196 | $270.9K | 0.07% | +196 | New |
| Harrell Investment Partners, LLC | 194 | $268.3K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 194 | $268.2K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 193 | $266.9K | 0.01% | −49−20.2% | Reduced |
| ProCore Advisors, LLC | 193 | $266.4K | 0.33% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 192 | $265.4K | 0.10% | −160−45.5% | Reduced |
| BTG Pactual Asset Management US LLC | 192 | $265.4K | 0.02% | +192 | New |
| Ferguson Wellman Capital Management, Inc | 190 | $262.6K | 0.00% | +7+3.8% | Added |
| Revolve Wealth Partners, LLC | 190 | $262.6K | 0.03% | +5+2.7% | Added |
| Purpose Unlimited Inc. | 190 | $262.6K | 0.01% | +190 | New |
| VisionPoint Advisory Group, LLC | 189 | $261.3K | 0.04% | −11−5.5% | Reduced |
| Quotient Wealth Partners, LLC | 189 | $261.2K | 0.01% | +5+2.7% | Added |
| Argent Trust Co | 188 | $259.9K | 0.01% | +188 | New |
| Pinnacle Wealth Planning Services, Inc. | 187 | $258.5K | 0.02% | −4−2.1% | Reduced |
| LCM Capital Management Inc | 186 | $257.1K | 0.11% | +186 | New |
| Burr Financial Services, LLC | 186 | $257.1K | 0.16% | +186 | New |
| Wealth Alliance | 186 | $256.7K | 0.02% | −12−6.1% | Reduced |
| OneAscent Family Office, LLC | 185 | $255.8K | 0.13% | +185 | New |
| Tower Wealth Partners, Inc. | 185 | $255.7K | 0.13% | +185 | New |
| Virtue Capital Management, LLC | 184 | $254.4K | 0.03% | −80−30.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 183 | $253.2K | 0.07% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 183 | $253.0K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 183 | $252.7K | 0.04% | −16−8.0% | Reduced |
| Dana Investment Advisors, Inc. | 182 | $251.6K | 0.01% | +182 | New |
| Summit Financial, LLC | 179 | $247.9K | 0.00% | +179 | New |
| Range Advisory, LLC | 179 | $247.2K | 0.03% | +179 | New |
| Klingman & Associates, LLC | 178 | $246.1K | 0.01% | +178 | New |
| Donaldson Capital Management, LLC | 178 | $246.1K | 0.01% | +178 | New |
| Occidental Asset Management, LLC | 178 | $246.1K | 0.02% | +178 | New |
| Fisher Asset Management, LLC | 177 | $245.5K | 0.00% | −35−16.5% | Reduced |
| Avidian Wealth Solutions, LLC | 177 | $244.9K | 0.01% | +177 | New |
| Pure Financial Advisors, Inc. | 176 | $242.6K | 0.00% | −12−6.4% | Reduced |
| Capital Investment Advisors, LLC | 175 | $241.9K | 0.00% | +175 | New |
| Bradley Foster & Sargent Inc | 175 | $241.9K | 0.00% | +175 | New |
| Wealth Management Partners, LLC | 175 | $241.9K | 0.06% | +175 | New |
| SLT Holdings LLC | 175 | $241.9K | 0.15% | +175 | New |
| Dynamic Advisor Solutions LLC | 174 | $240.6K | 0.01% | +174 | New |
| Ponta Wealth Partners, LLC | 174 | $240.5K | 0.13% | +174 | New |
| TownSquare Capital, LLC | 174 | $240.5K | 0.04% | −41−19.1% | Reduced |
| Graetz Wealth LLC | 173 | $239.7K | 0.19% | −45−20.6% | Reduced |
| Nilsine Partners, LLC | 173 | $239.1K | 0.02% | −4−2.3% | Reduced |
| Gardner Lewis Asset Management L P | 173 | $239.1K | 0.05% | −56−24.5% | Reduced |
| Claret Asset Management Corp | 173 | $239.0K | 0.03% | +173 | New |
| Hoxton Planning & Management, LLC | 172 | $237.8K | 0.06% | +172 | New |
| 55 North Private Wealth, LLC | 172 | $237.8K | 0.05% | +172 | New |
| Matrix Private Capital Group LLC | 171 | $236.7K | 0.10% | +171 | New |
| Eurizon SLJ Capital Ltd | 170 | $235.0K | 0.09% | −3,814−95.7% | Reduced |
| Foster Group, Inc. | 168 | $232.4K | 0.01% | +168 | New |
| Capital CS Group, LLC | 166 | $229.5K | 0.33% | +166 | New |
| Defiance ETFs, LLC | 172 | $229.1K | 0.00% | +172 | New |
| Meridian Wealth Advisors, LLC | 165 | $228.1K | 0.03% | +165 | New |
| Rothschild Investment LLC | 164 | $226.9K | 0.01% | 00.0% | Unchanged |
| J. M. Brown & Associates Inc. | 164 | $226.7K | 0.13% | +164 | New |
| Beverly Hills Private Wealth, LLC | 162 | $224.2K | 0.04% | −247−60.4% | Reduced |
| Fidelis Capital Partners, LLC | 162 | $223.9K | 0.01% | −74−31.4% | Reduced |
| Aptus Capital Advisors, LLC | 162 | $223.9K | 0.00% | +162 | New |
| Impact Capital Partners LLC | 162 | $223.9K | 0.06% | +162 | New |
| WealthTrust Asset Management, LLC | 161 | $222.6K | 0.12% | +161 | New |
| Corundum Group, Inc. | 160 | $221.2K | 0.07% | −77−32.5% | Reduced |
| First Washington CORP | 159 | $219.8K | 0.05% | +159 | New |
| Summit Creek Advisors LLC | 158 | $218.4K | 0.07% | −78−33.1% | Reduced |
| Tactive Advisors, LLC | 158 | $218.4K | 0.05% | +158 | New |
| Advisory Advocates, LLC | 158 | $218.4K | 0.19% | +158 | New |
| Essex Savings Bank | 158 | $218.4K | 0.05% | +158 | New |
| Compass Financial Management LLC | 158 | $218.3K | 0.03% | +158 | New |
| Quent Capital, LLC | 157 | $217.4K | 0.01% | +25+18.9% | Added |
| Csenge Advisory Group | 157 | $217.1K | 0.01% | −44−21.9% | Reduced |
| Mirabella Financial Services LLP | 157 | $217.0K | 0.02% | −2,798−94.7% | Reduced |
| Sepio Capital, LP | 157 | $217.0K | 0.01% | −36−18.7% | Reduced |
| BCJ Capital Management, LLC | 156 | $215.6K | 0.01% | +156 | New |
| Everhart Financial Group, Inc. | 156 | $215.6K | 0.01% | +156 | New |
| Wallace Advisory Group, LLC | 156 | $215.6K | 0.20% | +156 | New |
