| Broadwater Capital Management LLC | 314 | $88.3K | 0.06% | −68,336−99.5% | Reduced |
| ZRC Wealth Management, LLC | 318 | $89.4K | 0.03% | +318 | New |
| Clayton Financial Group LLC | 330 | $92.8K | 0.07% | +330 | New |
| Blume Capital Management, Inc. | 350 | $98.4K | 0.02% | −24−6.4% | Reduced |
| Howard Hughes Medical Institute | 355 | $99.8K | 0.06% | +5+1.4% | Added |
| MB, Levis & Associates, LLC | 356 | $100.1K | 0.04% | +1+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 324 | $100.3K | 0.03% | +1+0.3% | Added |
| Teachers Insurance & Annuity Association of America | 358 | $100.7K | 0.12% | −22−5.8% | Reduced |
| First PREMIER Bank | 368 | $103.0K | 0.02% | +28+8.2% | Added |
| Robinswood Financial LLC | 368 | $103.5K | 0.03% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 370 | $104.0K | 0.04% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 372 | $104.6K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 374 | $105.2K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 380 | $109.0K | 0.05% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 400 | $112.5K | 0.02% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $112.5K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 401 | $112.8K | 0.02% | +272+210.9% | Added |
| Chelsea Counsel Co | 406 | $114.2K | 0.05% | +6+1.5% | Added |
| Cape Investment Advisory, Inc. | 407 | $114.5K | 0.11% | −451−52.6% | Reduced |
| Strategic Advocates LLC | 412 | $115.9K | 0.03% | +412 | New |
| Consultiva Wealth Management, Corp. | 413 | $116.2K | 0.33% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 413 | $116.2K | 0.03% | 00.0% | Unchanged |
| Bellevue Group AG | 417 | $117.3K | 0.00% | −237−36.2% | Reduced |
| Future Financial Wealth Managment LLC | 425 | $119.5K | 0.08% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 428 | $120.4K | 0.01% | +143+50.2% | Added |
| Tanglewood Legacy Advisors, LLC | 433 | $121.8K | 0.05% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 433 | $121.8K | 0.03% | +30+7.4% | Added |
| Catalyst Capital Advisors LLC | 434 | $122.1K | 0.00% | −473−52.1% | Reduced |
| Disciplina Capital Management LLC | 435 | $122.3K | 0.01% | −1−0.2% | Reduced |
| Scarborough Advisors, LLC | 438 | $123.2K | 0.02% | −184−29.6% | Reduced |
| Pathway Financial Advisers, LLC | 440 | $123.7K | 0.04% | +440 | New |
| Measured Wealth Private Client Group, LLC | 441 | $124.0K | 0.03% | +441 | New |
| Raffa Wealth Management, LLC | 443 | $124.6K | 0.02% | −294−39.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 445 | $125.2K | 0.01% | −212−32.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 450 | $126.6K | 0.17% | +450 | New |
| Tidemark, LLC | 457 | $128.7K | 0.04% | +16+3.6% | Added |
| Northwest Capital Management Inc | 476 | $133.9K | 0.14% | 00.0% | Unchanged |
| Standard Family Office LLC | 476 | $133.9K | 0.15% | 00.0% | Unchanged |
| Gould Capital, LLC | 480 | $135.0K | 0.08% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 832 | $138.7K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $140.6K | 0.07% | −100−16.7% | Reduced |
| Redwood Park Advisors LLC | 500 | $140.6K | 0.10% | +1+0.2% | Added |
| Cohen & Steers, Inc. | 500 | $141.0K | 0.00% | +500 | New |
| Westend Capital Management, LLC | 507 | $142.6K | 0.04% | +13+2.6% | Added |
| Stelac Advisory Services LLC | 507 | $142.6K | 0.05% | +507 | New |
| Legacy Bridge, LLC | 528 | $148.5K | 0.06% | +5+1.0% | Added |
| United Financial Planning Group LLC | 539 | $151.6K | 0.10% | +539 | New |
| Tortoise Investment Management, LLC | 545 | $153.3K | 0.01% | +20+3.8% | Added |
| Private Wealth Management Group, LLC | 568 | $159.7K | 0.04% | +6+1.1% | Added |
| First Community Trust NA | 583 | $164.0K | 0.13% | 00.0% | Unchanged |
| Family Capital Trust Co | 591 | $166.2K | 0.06% | +591 | New |
| Flagship Wealth Advisors, LLC | 592 | $166.5K | 0.05% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 593 | $166.8K | 0.01% | +28+5.0% | Added |
| VSM Wealth Advisory, LLC | 595 | $167.5K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 600 | $168.7K | 0.06% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 601 | $168.9K | 0.04% | −624−50.9% | Reduced |
| ESL Trust Services, LLC | 610 | $171.6K | 0.03% | +10+1.7% | Added |
| S&T Bank | 613 | $172.4K | 0.05% | +33+5.7% | Added |
| First Pacific Financial | 620 | $174.4K | 0.02% | +102+19.7% | Added |
| Retirement Wealth Solutions LLC | 696 | $195.8K | 0.13% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 700 | $196.9K | 0.16% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 706 | $198.6K | 0.06% | +311+78.7% | Added |
| Advisors Management Group Inc | 712 | $200.0K | 0.04% | +712 | New |
| United Bank | 712 | $200.2K | 0.02% | −2,976−80.7% | Reduced |
| Spinnaker Investment Group, LLC | 712 | $200.3K | 0.04% | +712 | New |
| Steinberganna Wealth Management | 714 | $200.9K | 0.09% | +714 | New |
| Forthright Family Wealth Advisory LLC | 715 | $201.1K | 0.12% | +715 | New |
| Lee-Kelleher Wealth Management | 715 | $201.1K | 0.12% | +715 | New |
| Slagle Financial, LLC | 717 | $201.8K | 0.07% | +717 | New |
| Brogan Financial, Inc. | 718 | $201.9K | 0.09% | +718 | New |
| Boyd Watterson Asset Management LLC | 719 | $202.2K | 0.06% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 719 | $202.3K | 0.05% | +719 | New |
| Conrad Siegel Investment Advisors, Inc. | 720 | $202.5K | 0.04% | +720 | New |
| Intergy Private Wealth, LLC | 721 | $202.8K | 0.06% | +721 | New |
| Strengthening Families & Communities, LLC | 722 | $203.1K | 0.05% | 00.0% | Unchanged |
| Renaissance Group LLC | 723 | $203.3K | 0.01% | +723 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 723 | $203.3K | 0.30% | +723 | New |
| Westfuller Advisors, LLC | 726 | $204.2K | 0.09% | +726 | New |
| SFM, LLC | 726 | $204.2K | 0.12% | +726 | New |
| SFE Investment Counsel | 727 | $204.5K | 0.03% | +727 | New |
| MJT & Associates Financial Advisory Group, Inc. | 728 | $204.6K | 0.17% | +53+7.9% | Added |
| Symmetry Peak Management LLC | 730 | $205.3K | 1.51% | +440+151.7% | Added |
| Sterling Group Wealth Management, LLC | 730 | $205.3K | 0.10% | +730 | New |
| Pennington Partners & Co., LLC | 732 | $206.0K | 0.10% | +732 | New |
| Mascoma Wealth Management LLC | 734 | $206.4K | 0.05% | +4+0.5% | Added |
| Mayfair Advisory Group, LLC | 735 | $206.7K | 0.09% | +735 | New |
| AXA S.A. | 738 | $207.6K | 0.10% | −466,149−99.8% | Reduced |
| Kraft, Davis & Associates, LLC | 712 | $207.8K | 0.05% | +712 | New |
| KFA Private Wealth Group, LLC | 743 | $209.0K | 0.06% | +743 | New |
| Hobart Private Capital, LLC | 744 | $209.2K | 0.04% | +744 | New |
| Two Sigma Securities, LLC | 745 | $209.5K | 0.03% | −29,369−97.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 746 | $209.8K | 0.04% | +746 | New |
| Dodds Wealth, LLC | 746 | $209.8K | 0.05% | +746 | New |
| Tairen Capital Ltd | 750 | $210.9K | 0.02% | −94,541−99.2% | Reduced |
| Harbor Asset Planning, Inc. | 750 | $210.9K | 0.19% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 752 | $211.5K | 0.03% | +752 | New |
| Panoramic Capital Partners, LLC | 752 | $211.5K | 0.14% | +752 | New |
| Hutchinson Capital Management | 753 | $211.8K | 0.04% | +753 | New |
| BCS Wealth Management | 758 | $213.3K | 0.05% | −759−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 759 | $213.4K | 0.42% | −36,336−98.0% | Reduced |
