| Heritage Wealth Advisors | 212 | $97.8K | 0.00% | −109−34.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 215 | $99.4K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 216 | $99.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 227 | $104.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 235 | $108.9K | 0.02% | +25+11.9% | Added |
| Oakworth Capital, Inc. | 236 | $109.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 238 | $110.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 238 | $110.0K | 0.01% | +238 | New |
| Stonebridge Financial Group, LLC | 240 | $110.9K | 0.01% | +240 | New |
| Plante Moran Financial Advisors, LLC | 240 | $111.0K | 0.01% | −16−6.3% | Reduced |
| Quent Capital, LLC | 241 | $111.2K | 0.01% | +1+0.4% | Added |
| Bank of New Hampshire | 241 | $111.4K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 244 | $112.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 246 | $114.0K | 0.07% | −7−2.8% | Reduced |
| Arcadia Investment Management Corp | 250 | $115.6K | 0.02% | +250 | New |
| Webster Bank, N. A. | 255 | $117.9K | 0.01% | +59+30.1% | Added |
| Edmond de Rothschild Holding S.A. | 260 | $120.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 265 | $122.8K | 0.00% | −5−1.9% | Reduced |
| Trust Co of Vermont | 270 | $124.8K | 0.01% | −32−10.6% | Reduced |
| GF Fund Management Co. Ltd. | 273 | $126.2K | 0.00% | +273 | New |
| Rosenberg Matthew Hamilton | 275 | $127.1K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 279 | $128.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 286 | $132.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $134.5K | 0.03% | +125+75.3% | Added |
| Eisler Capital Management Ltd. | 302 | $138.5K | 0.00% | +302 | New |
| Global Financial Private Client, LLC | 311 | $143.8K | 0.05% | +3+1.0% | Added |
| Oarsman Capital, Inc. | 327 | $151.1K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 324 | $152.0K | 0.01% | +201+163.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336 | $155.4K | 0.01% | −115−25.5% | Reduced |
| Centaurus Financial, Inc. | 338 | $156.0K | 0.01% | +9+2.7% | Added |
| BankPlus Trust Department | 342 | $158.1K | 0.05% | +342 | New |
| J.Safra Asset Management Corp | 346 | $160.4K | 0.01% | +133+62.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 360 | $166.4K | 0.10% | +360 | New |
| JFS Wealth Advisors, LLC | 375 | $173.2K | 0.01% | −1−0.3% | Reduced |
| Cromwell Holdings LLC | 374 | $173.3K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 386 | $178.5K | 0.01% | −1−0.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 395 | $182.6K | 0.07% | +395 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 400 | $184.9K | 0.01% | +400 | New |
| Paradigm Asset Management Co LLC | 400 | $184.9K | 0.05% | +400 | New |
| Smithfield Trust Co | 418 | $192.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 419 | $193.7K | 0.02% | −16−3.7% | Reduced |
| Raleigh Capital Management Inc. | 431 | $199.2K | 0.08% | +332+335.4% | Added |
| Independence Bank of Kentucky | 434 | $200.6K | 0.03% | −35−7.5% | Reduced |
| Penserra Capital Management LLC | 439 | $201.0K | 0.00% | +424+2,826.7% | Added |
| Lincoln Capital Corp | 436 | $201.5K | 0.08% | +436 | New |
| Kayne Anderson Rudnick Investment Management LLC | 436 | $201.9K | 0.00% | +48+12.4% | Added |
| Burke & Herbert Bank & Trust Co | 437 | $202.0K | 0.05% | +437 | New |
| Unionview, LLC | 438 | $202.2K | 0.15% | +438 | New |
| Integrated Investment Consultants, LLC | 439 | $202.9K | 0.04% | −56−11.3% | Reduced |
| Ethos Financial Group, LLC | 438 | $203.0K | 0.03% | +438 | New |
| Jaffetilchin Investment Partners, LLC | 439 | $203.1K | 0.01% | −2−0.5% | Reduced |
| Key Financial Inc | 440 | $203.4K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 440 | $203.4K | 0.02% | +440 | New |
| Stonegate Investment Group, LLC | 442 | $204.3K | 0.01% | +442 | New |
| Onefund, LLC | 444 | $205.2K | 0.20% | +444 | New |
| Convergence Investment Partners, LLC | 444 | $205.3K | 0.05% | −7−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 446 | $206.0K | 0.06% | +446 | New |
| Deseret Mutual Benefit Administrators | 447 | $206.6K | 0.10% | +12+2.8% | Added |
| Gladstone Institutional Advisory LLC | 448 | $207.1K | 0.01% | −93−17.2% | Reduced |
| Riverview Trust Co | 449 | $207.5K | 0.19% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 449 | $207.5K | 0.03% | +449 | New |
| Global Trust Asset Management, LLC | 450 | $208.0K | 0.08% | −21−4.5% | Reduced |
| Bolthouse Investments, LLC | 450 | $208.0K | 0.19% | +450 | New |
| Forefront Wealth Management Inc. | 450 | $208.0K | 0.19% | +450 | New |
| Veracity Capital LLC | 450 | $208.0K | 0.08% | +450 | New |
| OneAscent Wealth Management LLC | 452 | $209.0K | 0.09% | +452 | New |
| Mutual Advisors, LLC | 452 | $209.2K | 0.01% | −72−13.7% | Reduced |
| Symphony Financial, Ltd. Co. | 448 | $209.4K | 0.03% | −3−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 453 | $209.4K | 0.02% | +453 | New |
| Dougherty Wealth Advisers LLC | 456 | $210.8K | 0.16% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 456 | $210.8K | 0.11% | +5+1.1% | Added |
| Portside Wealth Group, LLC | 460 | $212.6K | 0.04% | +460 | New |
| Douglass Winthrop Advisors, LLC | 464 | $214.5K | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 465 | $214.9K | 0.01% | −9−1.9% | Reduced |
| Farmers Trust Co | 465 | $214.9K | 0.04% | −3−0.6% | Reduced |
| SageView Advisory Group, LLC | 466 | $215.6K | 0.01% | +466 | New |
| Oak Harvest Investment Services | 469 | $216.6K | 0.03% | +7+1.5% | Added |
| Ninety One SA (PTY) Ltd | 469 | $216.8K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 471 | $217.7K | 0.05% | +471 | New |
| Secure Asset Management, LLC | 475 | $219.6K | 0.03% | +475 | New |
| Transcend Wealth Collective, LLC | 475 | $219.7K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 476 | $220.0K | 0.11% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 477 | $220.5K | 0.12% | +368+337.6% | Added |
| WPG Advisers, LLC | 477 | $220.5K | 0.20% | +477 | New |
| Buckingham Strategic Partners | 479 | $221.4K | 0.00% | −215−31.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 479 | $221.4K | 0.07% | +1+0.2% | Added |
| Seelaus Asset Management LLC | 480 | $221.9K | 0.20% | −95−16.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 482 | $222.8K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 484 | $223.7K | 0.05% | +484 | New |
| NTV Asset Management LLC | 485 | $224.2K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 485 | $224.2K | 0.09% | +485 | New |
| Annex Advisory Services, LLC | 486 | $224.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 486 | $224.6K | 0.04% | +18+3.8% | Added |
| Family Firm, Inc. | 486 | $225.0K | 0.05% | 00.0% | Unchanged |
| Second Line Capital, LLC | 488 | $226.1K | 0.06% | −264−35.1% | Reduced |
| Quarry LP | 491 | $227.0K | 0.04% | −1,108−69.3% | Reduced |
| Keebeck Alpha, LP | 491 | $227.0K | 0.24% | +17+3.6% | Added |
| Smallwood Wealth Investment Management, LLC | 492 | $227.3K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 496 | $229.3K | 0.01% | +496 | New |
| Laffer Tengler Investments | 500 | $231.1K | 0.05% | −4,150−89.2% | Reduced |