| Modern Wealth Management, LLC | 594 | $201.7K | 0.01% | +594 | New |
| Joule Financial, LLC | 596 | $202.3K | 0.07% | +596 | New |
| Whittier Trust Co of Nevada Inc | 600 | $203.7K | 0.01% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 600 | $203.7K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 600 | $203.7K | 0.14% | +600 | New |
| V-Square Quantitative Management LLC | 608 | $206.4K | 0.03% | −188−23.6% | Reduced |
| Baldwin Brothers Inc | 614 | $208.4K | 0.01% | −920−60.0% | Reduced |
| Jacobi Capital Management LLC | 614 | $208.6K | 0.02% | +614 | New |
| Longboard Asset Management, LP | 615 | $208.8K | 0.55% | +615 | New |
| Berkshire Asset Management LLC | 605 | $212.0K | 0.01% | +605 | New |
| Northeast Investment Management | 625 | $212.2K | 0.01% | +625 | New |
| Stevens Capital Management LP | 634 | $215.0K | 0.09% | +634 | New |
| Weatherly Asset Management L. P. | 635 | $215.6K | 0.02% | −112−15.0% | Reduced |
| NDVR, Inc. | 639 | $216.9K | 0.21% | +639 | New |
| Cobblestone Capital Advisors LLC | 640 | $217.3K | 0.01% | +640 | New |
| Geller Advisors LLC | 648 | $220.0K | 0.01% | +648 | New |
| BTS Asset Management, Inc. | 649 | $220.2K | 0.22% | +649 | New |
| Reynders McVeigh Capital Management, LLC | 650 | $221.0K | 0.01% | +650 | New |
| Venture Visionary Partners LLC | 651 | $221.0K | 0.01% | +651 | New |
| Central Trust Co | 651 | $221.0K | 0.01% | +59+10.0% | Added |
| Wealthspire Advisors, LLC | 651 | $221.0K | 0.00% | +651 | New |
| VeraBank, N.A. | 652 | $221.3K | 0.06% | +652 | New |
| Cary Street Partner Investment Advisory LLC | 660 | $224.2K | 0.15% | −332−33.5% | Reduced |
| McIlrath & Eck, LLC | 662 | $224.7K | 0.03% | +3+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,059 | $226.0K | 0.04% | +499+32.0% | Added |
| Asset Dedication, LLC | 667 | $226.5K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 666 | $226.9K | 0.09% | +666 | New |
| Wetherby Asset Management Inc | 674 | $228.8K | 0.01% | +674 | New |
| Canandaigua National Trust Co of Florida | 679 | $230.5K | 0.18% | −15−2.2% | Reduced |
| CWS Financial Advisors, LLC | 683 | $231.9K | 0.08% | +683 | New |
| Beacon Pointe Advisors, LLC | 684 | $232.2K | 0.00% | −79−10.4% | Reduced |
| Vantage Point Financial LLC | 685 | $232.5K | 0.13% | +685 | New |
| Foundations Investment Advisors, LLC | 686 | $232.8K | 0.00% | −66−8.8% | Reduced |
| Resources Investment Advisors, LLC. | 686 | $232.9K | 0.00% | +686 | New |
| Kennedy Capital Management, Inc. | 688 | $233.6K | 0.01% | +688 | New |
| MAI Capital Management | 692 | $234.9K | 0.00% | +692 | New |
| Bridge Creek Capital Management LLC | 700 | $237.6K | 0.07% | 00.0% | Unchanged |
| EHP Funds Inc. | 700 | $237.6K | 0.25% | 00.0% | Unchanged |
| Jain Global LLC | 700 | $237.6K | 0.01% | +700 | New |
| United Capital Financial Advisers, LLC | 701 | $238.0K | 0.00% | −21−2.9% | Reduced |
| Blue Barn Wealth, LLC | 705 | $239.3K | 0.13% | +12+1.7% | Added |
| Financial Advisors Network, Inc. | 708 | $240.5K | 0.04% | +708 | New |
| Pinnacle Associates Ltd | 712 | $241.7K | 0.00% | −29−3.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 713 | $242.1K | 0.04% | +713 | New |
| Waldron Private Wealth LLC | 717 | $243.4K | 0.01% | +2+0.3% | Added |
| Valeo Financial Advisors, LLC | 721 | $244.7K | 0.01% | +8+1.1% | Added |
| Dark Forest Capital Management LP | 721 | $244.8K | 0.04% | −160−18.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 721 | $244.8K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 723 | $245.4K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 723 | $245.5K | 0.05% | +723 | New |
| Smartleaf Asset Management LLC | 726 | $246.8K | 0.03% | −8−1.1% | Reduced |
| Kera Capital Partners, Inc. | 728 | $247.1K | 0.07% | +728 | New |
| WCM Investment Management, LLC | 727 | $247.2K | 0.00% | +31+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 728 | $247.3K | 0.02% | +11+1.5% | Added |
| Morningstar Investment Management LLC | 732 | $248.0K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 731 | $248.2K | 0.01% | −5−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 735 | $249.5K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 743 | $252.2K | 0.01% | +16+2.2% | Added |
| Pensionmark Financial Group, LLC | 743 | $252.2K | 0.01% | +743 | New |
| Marble Harbor Investment Counsel, LLC | 750 | $254.6K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 751 | $254.9K | 0.01% | −22−2.8% | Reduced |
| RDA Financial Network | 758 | $257.4K | 0.08% | −16−2.1% | Reduced |
| Laurel Wealth Advisors LLC | 760 | $258.0K | 0.04% | −32−4.0% | Reduced |
| Truvestments Capital LLC | 765 | $259.8K | 0.07% | +16+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 770 | $261.0K | 0.07% | +77+11.1% | Added |
| BIP Wealth, LLC | 770 | $261.4K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 772 | $262.1K | 0.00% | −5,048−86.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 775 | $263.1K | 0.07% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 775 | $263.1K | 0.03% | +775 | New |
| Channel Wealth LLC | 776 | $263.4K | 0.09% | −1−0.1% | Reduced |
| Wealth Advisory Solutions, LLC | 778 | $264.1K | 0.07% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 782 | $265.5K | 0.02% | +782 | New |
| Daymark Wealth Partners, LLC | 788 | $267.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 791 | $268.5K | 0.05% | −816−50.8% | Reduced |
| American Alpha Advisors, LLC | 798 | $270.9K | 0.25% | −54−6.3% | Reduced |
| Park National Corp | 800 | $271.6K | 0.01% | −25−3.0% | Reduced |
| Advyzon Investment Management, LLC | 800 | $271.6K | 0.10% | +800 | New |
| T. Rowe Price Investment Management, Inc. | 803 | $273.0K | 0.00% | +10+1.3% | Added |
| Waterway Wealth Management, LLC | 822 | $278.9K | 0.12% | +127+18.3% | Added |
| Vestmark Advisory Solutions, Inc. | 822 | $279.1K | 0.01% | −5−0.6% | Reduced |
| IFP Advisors, Inc | 826 | $282.2K | 0.01% | +71+9.4% | Added |
| Sequoia Financial Advisors, LLC | 835 | $283.6K | 0.00% | +66+8.6% | Added |
| Ellevest, Inc. | 853 | $289.6K | 0.02% | −8−0.9% | Reduced |
| HB Wealth Management, LLC | 859 | $291.7K | 0.00% | +121+16.4% | Added |
| Aaron Wealth Advisors | 860 | $292.0K | 0.03% | +860 | New |
| Petrus Trust Company, LTA | 862 | $292.6K | 0.03% | −1,044−54.8% | Reduced |
| Exchange Traded Concepts, LLC | 863 | $293.0K | 0.01% | −3,615−80.7% | Reduced |
| Covestor Ltd | 862 | $293.0K | 0.18% | −21−2.4% | Reduced |
| Crestmont Private Wealth LLC | 864 | $293.3K | 0.13% | −197−18.6% | Reduced |
| Belpointe Asset Management LLC | 1,034 | $293.6K | 0.02% | −464−31.0% | Reduced |
| Diversified Trust Co | 867 | $294.3K | 0.01% | +867 | New |
| Versor Investments LP | 873 | $296.4K | 0.05% | −1,700−66.1% | Reduced |
| City Center Advisors, LLC | 879 | $298.5K | 0.34% | −52−5.6% | Reduced |
| Perigon Wealth Management, LLC | 868 | $300.3K | 0.01% | +75+9.5% | Added |
| Ibex Wealth Advisors | 885 | $300.5K | 0.04% | +885 | New |
| Sava Infond d.o.o. | 890 | $302.1K | 0.05% | +890 | New |
| Fulcrum Capital LLC | 893 | $303.2K | 0.06% | 00.0% | Unchanged |
| 25 LLC | 899 | $305.0K | 0.13% | +8+0.9% | Added |
| HighPoint Advisor Group LLC | 909 | $306.8K | 0.02% | +128+16.4% | Added |
| North Star Investment Management Corp. | 918 | $311.7K | 0.02% | +11+1.2% | Added |
