| Adviser Investments LLC | 208 | $290.5K | 0.00% | +3+1.5% | Added |
| Fortune Financial Advisors, LLC | 208 | $290.0K | 0.20% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 208 | $290.0K | 0.05% | +208 | New |
| Hardworking Capital Advisors, LLC | 205 | $285.8K | 0.26% | +205 | New |
| Vise Technologies, Inc. | 205 | $285.2K | 0.01% | +39+23.5% | Added |
| Tortoise Investment Management, LLC | 204 | $284.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $281.6K | 0.02% | −1−0.5% | Reduced |
| GTS Securities LLC | 202 | $281.6K | 0.01% | +202 | New |
| Atomi Financial Group, Inc. | 200 | $279.0K | 0.01% | +200 | New |
| Oliver Luxxe Assets LLC | 200 | $278.8K | 0.04% | −60−23.1% | Reduced |
| Cigna Investments Inc | 200 | $278.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 198 | $276.1K | 0.00% | +3+1.5% | Added |
| CX Institutional | 197 | $275.0K | 0.01% | +18+10.1% | Added |
| Impact Investors, Inc | 196 | $273.3K | 0.19% | −42−17.6% | Reduced |
| Claret Asset Management Corp | 196 | $273.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 195 | $271.9K | 0.03% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 224 | $265.6K | 0.02% | +224 | New |
| EP Wealth Advisors, LLC | 190 | $265.2K | 0.00% | +190 | New |
| Resources Investment Advisors, LLC. | 189 | $263.5K | 0.00% | +4+2.2% | Added |
| Ameritas Investment Partners, Inc. | 188 | $262.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 178 | $261.8K | 0.01% | +21+13.4% | Added |
| Frec Markets, Inc. | 186 | $259.6K | 0.08% | +186 | New |
| We Are One Seven, LLC | 185 | $257.9K | 0.01% | −1−0.5% | Reduced |
| Evergreen Capital Management LLC | 184 | $256.5K | 0.01% | +8+4.5% | Added |
| Savvy Advisors, Inc. | 184 | $256.5K | 0.01% | +14+8.2% | Added |
| Forum Financial Management, LP | 184 | $256.5K | 0.00% | +184 | New |
| NBC Securities, Inc. | 181 | $252.3K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 179 | $249.6K | 0.02% | +179 | New |
| IFP Advisors, Inc | 178 | $248.2K | 0.01% | +7+4.1% | Added |
| Intech Investment Management LLC | 177 | $246.8K | 0.00% | −27−13.2% | Reduced |
| Buckingham Strategic Partners | 176 | $246.0K | 0.00% | +176 | New |
| Great Lakes Advisors, LLC | 176 | $245.4K | 0.00% | −10−5.4% | Reduced |
| SC&H Financial Advisors, Inc. | 171 | $238.4K | 0.04% | −30−14.9% | Reduced |
| Keel Point, LLC | 171 | $238.4K | 0.01% | −18−9.5% | Reduced |
| Venture Visionary Partners LLC | 170 | $237.0K | 0.01% | +170 | New |
| CVFG LLC | 169 | $235.6K | 0.16% | 00.0% | Unchanged |
| DRW Securities, LLC | 169 | $235.6K | 0.02% | +169 | New |
| OneAscent Family Office, LLC | 168 | $234.2K | 0.16% | +168 | New |
| HighPoint Advisor Group LLC | 167 | $232.8K | 0.01% | −15−8.2% | Reduced |
| Optas, LLC | 167 | $232.8K | 0.04% | +167 | New |
| Premier Path Wealth Partners, LLC | 165 | $230.4K | 0.03% | +165 | New |
| Checchi Capital Advisers, LLC | 165 | $230.0K | 0.02% | +165 | New |
| Perigon Wealth Management, LLC | 164 | $228.6K | 0.00% | +164 | New |
| OneAscent Financial Services LLC | 164 | $228.6K | 0.02% | +164 | New |
| Pure Financial Advisors, Inc. | 163 | $227.9K | 0.00% | +163 | New |
| Rehmann Capital Advisory Group | 163 | $227.3K | 0.01% | +163 | New |
| NBT Bank N A | 160 | $223.1K | 0.01% | +110+220.0% | Added |
| ARS Investment Partners, LLC | 160 | $223.1K | 0.01% | +160 | New |
| Journey Strategic Wealth LLC | 158 | $220.3K | 0.01% | +158 | New |
| Advance Capital Management, Inc. | 157 | $218.9K | 0.01% | +157 | New |
| Caitong International Asset Management Co., Ltd | 156 | $217.5K | 0.05% | +106+212.0% | Added |
| Jacobi Capital Management LLC | 155 | $216.1K | 0.01% | +155 | New |
| Patton Fund Management, Inc. | 155 | $216.1K | 0.03% | −52−25.1% | Reduced |
| Leonteq Securities AG | 154 | $214.7K | 0.01% | +58+60.4% | Added |
| Tiemann Investment Advisors, LLC | 154 | $214.7K | 0.08% | +154 | New |
| Cassaday & Co Wealth Management LLC | 151 | $210.5K | 0.00% | +151 | New |
| Lavaca Capital LLC | 150 | $209.1K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 150 | $209.1K | 0.00% | +150 | New |
| Franklin Street Advisors Inc | 150 | $209.1K | 0.01% | +150 | New |
| Garde Capital, Inc. | 150 | $209.1K | 0.01% | +150 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 150 | $209.1K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 149 | $208.3K | 0.03% | +149 | New |
| Quantitative Investment Management, LLC | 149 | $207.0K | 0.02% | +149 | New |
| Massmutual Trust Co FSB | 148 | $206.3K | 0.01% | +10+7.2% | Added |
| OneAscent Wealth Management LLC | 147 | $204.9K | 0.07% | −16−9.8% | Reduced |
| Manchester Capital Management LLC | 146 | $203.6K | 0.03% | +46+46.0% | Added |
| Aprio Wealth Management, LLC | 146 | $203.6K | 0.01% | +146 | New |
| Scotia Capital Inc. | 144 | $200.8K | 0.00% | −140−49.3% | Reduced |
| Avalon Trust Co | 144 | $200.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 140 | $195.0K | 0.00% | +2+1.4% | Added |
| Quantbot Technologies LP | 138 | $192.4K | 0.01% | +98+245.0% | Added |
| Hantz Financial Services, Inc. | 138 | $192.0K | 0.00% | +2+1.5% | Added |
| Central Trust Co | 133 | $185.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 132 | $184.0K | 0.00% | +15+12.8% | Added |
| Federated Hermes, Inc. | 126 | $175.7K | 0.00% | +87+223.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 125 | $174.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 125 | $174.3K | 0.00% | +35+38.9% | Added |
| Umb Bank N A | 119 | $165.9K | 0.00% | +3+2.6% | Added |
| Jones Financial Companies LLLP | 118 | $164.5K | 0.00% | +14+13.5% | Added |
| Penserra Capital Management LLC | 113 | $157.0K | 0.00% | −2−1.7% | Reduced |
| Whittier Trust Co | 102 | $151.5K | 0.00% | −4−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 107 | $149.2K | 0.00% | −50−31.8% | Reduced |
| Ransom Advisory, Ltd | 106 | $147.8K | 0.06% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 106 | $147.8K | 0.00% | +106 | New |
| Asset Dedication, LLC | 100 | $139.4K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $139.4K | 0.01% | +100 | New |
| NorthAvenue LLC | 100 | $139.4K | 0.12% | +100 | New |
| TD Private Client Wealth LLC | 95 | $132.4K | 0.00% | −6−5.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 94 | $131.1K | 0.01% | +94 | New |
| Concord Wealth Partners | 92 | $128.3K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 92 | $128.3K | 0.02% | +92 | New |
| South Dakota Investment Council | 90 | $125.0K | 0.00% | −10−10.0% | Reduced |
| Smithfield Trust Co | 84 | $117.0K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 78 | $108.7K | 0.06% | +78 | New |
| First Horizon Corp | 71 | $99.0K | 0.00% | +4+6.0% | Added |
| Bryn Mawr Trust Co | 70 | $97.6K | 0.00% | +19+37.3% | Added |
| Boreal Capital Management LLC | 69 | $96.2K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 68 | $94.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $91.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 62 | $86.4K | 0.00% | +4+6.9% | Added |
