| North Star Asset Management Inc | 525 | $200.4K | 0.01% | +525 | New |
| Associated Banc-Corp | 526 | $200.8K | 0.01% | +526 | New |
| Invenio Wealth Partners LLC | 526 | $200.8K | 0.09% | +526 | New |
| Hutchens & Kramer Investment Management Group, LLC | 528 | $200.9K | 0.11% | +528 | New |
| Caitlin John, LLC | 521 | $201.8K | 0.13% | −282−35.1% | Reduced |
| MWA Asset Management | 529 | $201.9K | 0.13% | +529 | New |
| Grimes & Company, Inc. | 530 | $202.3K | 0.01% | +530 | New |
| Formidable Asset Management, LLC | 530 | $202.3K | 0.03% | +530 | New |
| Cidel Asset Management Inc | 530 | $202.3K | 0.01% | +530 | New |
| Convergence Investment Partners, LLC | 534 | $203.9K | 0.05% | +534 | New |
| Essex Financial Services, Inc. | 564 | $204.1K | 0.01% | −285−33.6% | Reduced |
| RW Investment Management LLC | 537 | $205.0K | 0.03% | +537 | New |
| Embree Financial Group | 537 | $205.0K | 0.04% | +537 | New |
| Austin Private Wealth, LLC | 538 | $205.3K | 0.02% | +538 | New |
| Angeles Investment Advisors, LLC | 545 | $208.0K | 0.01% | +545 | New |
| First Nebraska Trust Co | 546 | $208.4K | 0.02% | +546 | New |
| Deseret Mutual Benefit Administrators | 549 | $209.5K | 0.11% | −37−6.3% | Reduced |
| Wrapmanager Inc | 558 | $213.0K | 0.06% | −225−28.7% | Reduced |
| Lazari Capital Management, Inc. | 560 | $213.7K | 0.09% | +560 | New |
| Parkside Financial Bank & Trust | 560 | $213.7K | 0.03% | −22−3.8% | Reduced |
| Zacks Investment Management | 560 | $213.8K | 0.00% | +560 | New |
| Quantum Financial Advisors, LLC | 561 | $214.2K | 0.03% | +561 | New |
| Sugarloaf Wealth Management, LLC | 562 | $214.4K | 0.04% | +65+13.1% | Added |
| Pin Oak Investment Advisors Inc | 564 | $215.0K | 0.20% | 00.0% | Unchanged |
| 1st Source Bank | 564 | $215.3K | 0.01% | +564 | New |
| Goldstein Advisors, LLC | 566 | $216.0K | 0.03% | +566 | New |
| Savvy Advisors, Inc. | 568 | $216.6K | 0.04% | +568 | New |
| MainStreet Investment Advisors LLC | 570 | $217.6K | 0.03% | +570 | New |
| KPP Advisory Services LLC | 572 | $218.3K | 0.05% | +572 | New |
| Sivia Capital Partners, LLC | 580 | $221.4K | 0.13% | +580 | New |
| Wedgewood Investors Inc | 583 | $222.5K | 0.24% | +583 | New |
| Gryphon Financial Partners LLC | 583 | $222.5K | 0.03% | +583 | New |
| Keudell/Morrison Wealth Management | 586 | $223.7K | 0.06% | +586 | New |
| Flynn Zito Capital Management, LLC | 589 | $224.9K | 0.11% | −200−25.3% | Reduced |
| GenTrust, LLC | 592 | $226.1K | 0.01% | +592 | New |
| Renasant Bank | 593 | $226.3K | 0.15% | −125−17.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 631 | $226.4K | 0.12% | +631 | New |
| Davis Investment Partners, LLC | 600 | $226.9K | 0.10% | +600 | New |
| Kestra Investment Management, LLC | 595 | $227.1K | 0.01% | +595 | New |
| Guardian Wealth Advisors, LLC | 598 | $228.4K | 0.14% | +598 | New |
| Philadelphia Trust Co | 600 | $229.0K | 0.02% | +600 | New |
| Financial Advisors, LLC | 600 | $229.0K | 0.04% | +600 | New |
| Vantage Financial Partners, LLC | 600 | $229.0K | 0.06% | +600 | New |
| Roman Butler Fullerton & Co | 592 | $230.0K | 0.07% | +592 | New |
| Camden National Bank | 603 | $230.1K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 604 | $230.5K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 605 | $230.9K | 0.05% | +605 | New |
| Onefund, LLC | 608 | $232.1K | 0.24% | +608 | New |
| Wolverine Trading, LLC | 607 | $232.3K | 0.01% | −134−18.1% | Reduced |
| Tang Capital Management LLC | 612 | $233.6K | 0.02% | +612 | New |
| Eqis Capital Management, Inc. | 613 | $234.1K | 0.02% | +613 | New |
| Aft, Forsyth & Company, Inc. | 615 | $234.7K | 0.12% | −75−10.9% | Reduced |
| West Bancorporation Inc | 616 | $235.1K | 0.16% | +616 | New |
| Crestmont Private Wealth LLC | 616 | $235.1K | 0.10% | +616 | New |
| Bouchey Financial Group Ltd | 621 | $237.0K | 0.02% | +621 | New |
| Trust Co of Vermont | 623 | $237.8K | 0.01% | +17+2.8% | Added |
| WMG Financial Advisors, LLC | 624 | $238.2K | 0.11% | +624 | New |
| Unique Wealth, LLC | 626 | $238.9K | 0.05% | +626 | New |
| Blueprint Investment Partners LLC | 628 | $239.7K | 0.04% | +628 | New |
| Neville Rodie & Shaw Inc | 630 | $240.0K | 0.02% | +630 | New |
| Headinvest, LLC | 629 | $240.1K | 0.04% | +629 | New |
| Sound View Wealth Advisors Group, LLC | 631 | $240.7K | 0.02% | +631 | New |
| Avidian Wealth Solutions, LLC | 632 | $241.1K | 0.01% | −149−19.1% | Reduced |
| Phoenix Holdings Ltd. | 632 | $241.2K | 0.00% | +632 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 538 | $243.5K | 0.00% | −38−6.6% | Reduced |
| Mane Global Capital Management LP | 638 | $243.5K | 0.02% | −105,415−99.4% | Reduced |
| E Fund Management Co., Ltd. | 639 | $243.9K | 0.01% | +639 | New |
| Regent Peak Wealth Advisors LLC | 639 | $243.9K | 0.06% | +639 | New |
| Leelyn Smith, LLC | 648 | $247.5K | 0.04% | +648 | New |
| Gries Financial LLC | 652 | $248.8K | 0.05% | +652 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 653 | $249.2K | 0.02% | +653 | New |
| Merit Financial Group, LLC | 654 | $249.7K | 0.01% | −388−37.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 660 | $251.9K | 0.03% | +660 | New |
| Integral Investment Advisors, Inc. | 660 | $251.9K | 0.08% | +660 | New |
| Tudor Financial Inc. | 660 | $251.9K | 0.16% | +660 | New |
| Valmark Advisers, Inc. | 661 | $252.3K | 0.00% | −57−7.9% | Reduced |
| Zevin Asset Management LLC | 663 | $253.0K | 0.04% | +663 | New |
| Oxbow Advisors, LLC | 665 | $253.8K | 0.03% | −25−3.6% | Reduced |
| Auour Investments LLC | 702 | $253.9K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 666 | $254.2K | 0.16% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 668 | $255.0K | 0.02% | −13−1.9% | Reduced |
| Beacon Financial Group | 670 | $255.7K | 0.03% | +670 | New |
| GTS Securities LLC | 672 | $256.5K | 0.01% | −2,076−75.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 673 | $256.9K | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 675 | $257.6K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 676 | $258.4K | 0.02% | +676 | New |
| Waypoint Capital Advisors, LLC | 677 | $258.4K | 0.06% | +677 | New |
| First National Trust Co | 688 | $262.6K | 0.01% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 689 | $263.0K | 0.19% | −6−0.9% | Reduced |
| Lee Financial Co | 690 | $263.4K | 0.04% | −5−0.7% | Reduced |
| Gateway Investment Advisers LLC | 692 | $264.1K | 0.00% | −22−3.1% | Reduced |
| AA Financial Advisors, LLC | 692 | $264.1K | 0.08% | +692 | New |
| ClearAlpha Technologies LP | 694 | $264.9K | 0.11% | −641−48.0% | Reduced |
| Sustainable Growth Advisers, LP | 696 | $265.6K | 0.00% | −344−33.1% | Reduced |
| ICONIQ Capital, LLC | 698 | $266.4K | 0.01% | +698 | New |
| Compagnie Lombard Odier SCmA | 698 | $266.4K | 0.00% | +698 | New |
| Capital Investment Advisors, LLC | 698 | $266.4K | 0.01% | −33−4.5% | Reduced |
| Alta Advisers Ltd | 700 | $267.2K | 0.12% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 704 | $268.6K | 0.05% | +373+112.7% | Added |
| Jacobs & Co | 705 | $269.0K | 0.03% | 00.0% | Unchanged |
