| V-Square Quantitative Management LLC | 394 | $96.6K | 0.01% | −84−17.6% | Reduced |
| Hamrick Investment Counsel, llc | 395 | $96.9K | 0.06% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 411 | $100.8K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 420 | $103.0K | 0.05% | +8+1.9% | Added |
| Purpose Unlimited Inc. | 414 | $103.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 423 | $103.8K | 0.01% | +423 | New |
| GW&K Investment Management, LLC | 425 | $104.0K | 0.00% | +93+28.0% | Added |
| TFC Financial Management | 440 | $107.9K | 0.01% | +120+37.5% | Added |
| OV Management LLC | 444 | $108.9K | 0.20% | −2−0.4% | Reduced |
| True Wealth Design, LLC | 448 | $109.9K | 0.03% | +162+56.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 466 | $114.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 477 | $117.0K | 0.01% | +9+1.9% | Added |
| CVA Family Office, LLC | 489 | $119.9K | 0.01% | +6+1.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 495 | $121.4K | 0.03% | +495 | New |
| Pingora Partners LLC | 500 | $122.6K | 0.07% | 00.0% | Unchanged |
| Swiss Re Ltd | 507 | $124.4K | 0.01% | +411+428.1% | Added |
| HHM Wealth Advisors, LLC | 516 | $126.6K | 0.01% | +500+3,125.0% | Added |
| Harbor Investment Advisory, LLC | 530 | $130.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 551 | $135.0K | 0.00% | −32−5.5% | Reduced |
| Grove Bank & Trust | 570 | $139.8K | 0.01% | −12−2.1% | Reduced |
| Financial Management Professionals, Inc. | 587 | $144.0K | 0.01% | +510+662.3% | Added |
| Virtus Fixed Income Advisers, LLC | – | $148.0K | 0.09% | – | New |
| Murphy & Mullick Capital Management Corp | 608 | $149.1K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 608 | $149.1K | 0.01% | +27+4.6% | Added |
| Mosley Wealth Management | 626 | $153.5K | 0.05% | −1,473−70.2% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 667 | $163.6K | 0.03% | −1,770−72.6% | Reduced |
| Financial Life Planners | 670 | $164.3K | 0.11% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 678 | $166.3K | 0.01% | +71+11.7% | Added |
| First Command Advisory Services, Inc. | 684 | $167.8K | 0.00% | +548+402.9% | Added |
| Quadrant Capital Group LLC | 699 | $171.5K | 0.00% | +16+2.3% | Added |
| Essential Partners LLC | 741 | $181.8K | 0.08% | +339+84.3% | Added |
| AdvisorNet Financial, Inc | 771 | $189.1K | 0.01% | +527+216.0% | Added |
| Zions Bancorporation, National Association | 816 | $200.1K | 0.01% | +366+81.3% | Added |
| Radnor Capital Management, LLC | 820 | $201.1K | 0.03% | +820 | New |
| RiverFront Investment Group, LLC | 821 | $201.4K | 0.00% | +821 | New |
| Creative Financial Designs Inc | 824 | $202.1K | 0.01% | +50+6.5% | Added |
| D.B. Root & Company, LLC | 824 | $202.1K | 0.04% | +824 | New |
| MJP Associates Inc | 825 | $202.4K | 0.02% | +825 | New |
| Fortis Capital Management LLC | 826 | $202.7K | 0.02% | +826 | New |
| Fulton Breakefield Broenniman LLC | 830 | $203.6K | 0.01% | +830 | New |
| Brookwood Investment Group LLC | 834 | $204.6K | 0.02% | +834 | New |
| Level Four Advisory Services, LLC | 835 | $204.8K | 0.01% | +835 | New |
| Signature Estate & Investment Advisors LLC | 838 | $205.4K | 0.00% | +838 | New |
| Epiq Partners, LLC | 847 | $207.8K | 0.09% | +847 | New |
| Archetype Wealth Partners | 849 | $208.0K | 0.02% | +849 | New |
| Grand Central Investment Group | 850 | $208.5K | 0.17% | −250−22.7% | Reduced |
| B&L Asset Management LLC | 852 | $209.0K | 0.07% | +852 | New |
| BSW Wealth Partners | 855 | $209.7K | 0.02% | +855 | New |
| Triad Wealth Partners, LLC | 742 | $209.8K | 0.01% | +742 | New |
| Fulton Bank, N.A. | 856 | $210.0K | 0.01% | +856 | New |
| IFS Group,LLC | 860 | $210.9K | 0.29% | +860 | New |
| Inceptionr LLC | 863 | $211.7K | 0.05% | +863 | New |
| HBK Sorce Advisory LLC | 723 | $211.8K | 0.00% | +723 | New |
| Legacy Wealth Advisors, LLC | 879 | $215.6K | 0.09% | +879 | New |
| Sapient Capital LLC | 883 | $216.6K | 0.00% | +883 | New |
| Birch Hill Investment Advisors LLC | 885 | $217.1K | 0.01% | +885 | New |
| Castle Rock Wealth Management, LLC | 882 | $217.2K | 0.04% | −12,269−93.3% | Reduced |
| Tripletail Wealth Management, LLC | 900 | $218.2K | 0.25% | 00.0% | Unchanged |
| Corient IA LLC | 890 | $218.3K | 0.20% | 00.0% | Unchanged |
| MSA Advisors, LLC | 895 | $219.5K | 0.06% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 900 | $220.8K | 4.83% | +900 | New |
| Lynx Investment Advisory | 900 | $220.8K | 0.07% | +900 | New |
| Modern Wealth Management, LLC | 902 | $221.2K | 0.00% | +902 | New |
| Income Insurance Ltd | 915 | $224.4K | 0.13% | +915 | New |
| TritonPoint Partners, LLC | 915 | $224.5K | 0.02% | +915 | New |
| South Street Advisors LLC | 918 | $225.2K | 0.03% | +918 | New |
| Equity Wealth Partners, LLC | 919 | $225.4K | 0.08% | +919 | New |
| Angeles Wealth Management, LLC | 920 | $225.7K | 0.01% | +920 | New |
| Nicolet Bankshares Inc | 917 | $227.0K | 0.01% | +917 | New |
| MW Advisory, LLC | 927 | $227.4K | 0.09% | +927 | New |
| Interchange Capital Partners, LLC | 929 | $227.9K | 0.04% | +929 | New |
| Guidance Capital, Inc | 837 | $228.0K | 0.05% | +6+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 936 | $229.6K | 0.03% | +936 | New |
| S-Bank Fund Management Ltd | 936 | $229.6K | 0.03% | +936 | New |
| Fidelis Capital Partners, LLC | 938 | $230.1K | 0.01% | +938 | New |
| Capstone Wealth Management, LLC | 943 | $231.3K | 0.11% | +943 | New |
| Bell & Brown Wealth Advisors, LLC | 945 | $231.8K | 0.07% | +945 | New |
| Spire Wealth Management | 947 | $232.3K | 0.01% | +70+8.0% | Added |
| Prakash Investment Advisors LLC | 950 | $233.0K | 0.14% | +950 | New |
| Prospect Financial Services LLC | 960 | $235.5K | 0.12% | −101−9.5% | Reduced |
| Synergy Financial Management, LLC | 960 | $235.5K | 0.02% | −23−2.3% | Reduced |
| KRS Capital Management, LLC | 962 | $236.0K | 0.11% | +962 | New |
| Good Steward Wealth Advisors,LLC | 962 | $236.0K | 0.14% | +962 | New |
| CWS Financial Advisors, LLC | 969 | $237.7K | 0.05% | −1−0.1% | Reduced |
| Concentric Capital Strategies, LP | 970 | $237.9K | 0.01% | +970 | New |
| Adviser Investments LLC | 971 | $238.2K | 0.00% | −7−0.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 971 | $238.2K | 0.01% | +971 | New |
| BIP Wealth, LLC | 974 | $238.9K | 0.01% | +974 | New |
| MinichMacGregor Wealth Management, LLC | 976 | $239.4K | 0.04% | +976 | New |
| NorthRock Partners, LLC | 979 | $240.1K | 0.00% | +979 | New |
| Root Financial Partners, LLC | 984 | $241.4K | 0.01% | +369+60.0% | Added |
| Beese Fulmer Investment Management, Inc. | 985 | $241.6K | 0.01% | +985 | New |
| Facet Wealth, Inc. | 989 | $242.6K | 0.00% | +989 | New |
| AE Wealth Management LLC | 994 | $243.9K | 0.00% | +994 | New |
| Shufro Rose & Co LLC | 1,000 | $245.3K | 0.01% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,000 | $245.3K | 0.10% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 1,000 | $245.3K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,000 | $245.3K | 0.22% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,000 | $245.3K | 0.10% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,000 | $245.3K | 0.00% | +1,000 | New |
