| Lake Hills Wealth Management, LLC | 425 | $270.0K | 0.15% | +425 | New |
| Purus Wealth Management, LLC | 425 | $270.0K | 0.09% | +425 | New |
| Poinciana Advisors Group, LLC | 431 | $273.8K | 0.22% | +431 | New |
| Astoria Portfolio Advisors LLC. | 257 | $275.0K | 0.06% | +257 | New |
| Resonant Capital Advisors, LLC | 434 | $275.7K | 0.01% | +434 | New |
| Horst & Graben Wealth Management LLC | 258 | $276.1K | 0.04% | +258 | New |
| Chapin Davis, Inc. | 435 | $276.4K | 0.06% | +435 | New |
| Onefund, LLC | 406 | $280.3K | 0.18% | +386+1,930.0% | Added |
| Kathmere Capital Management, LLC | 444 | $282.1K | 0.02% | +444 | New |
| Cane Capital Partners, LLC | 446 | $283.4K | 0.13% | +446 | New |
| Stephens Inc | 448 | $284.6K | 0.00% | +448 | New |
| Quantum Financial Advisors, LLC | 448 | $284.6K | 0.03% | +448 | New |
| Syon Capital LLC | 448 | $284.6K | 0.01% | +448 | New |
| CWA Asset Management Group, LLC | 449 | $285.3K | 0.01% | +449 | New |
| Silver Oak Securities, Inc | 450 | $285.9K | 0.02% | +450 | New |
| Brookstone Capital Management | 451 | $286.5K | 0.00% | +451 | New |
| Tocqueville Asset Management L.P. | 451 | $286.5K | 0.00% | +451 | New |
| Polen Capital Management LLC | 453 | $287.8K | 0.00% | −1,407−75.6% | Reduced |
| Essex Financial Services, Inc. | 454 | $288.4K | 0.02% | +454 | New |
| Castle Rock Wealth Management, LLC | 416 | $291.9K | 0.06% | +11+2.7% | Added |
| Centaurus Financial, Inc. | 464 | $295.0K | 0.01% | +464 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 466 | $296.4K | 0.13% | +466 | New |
| Legacy Financial Advisors, Inc. | 469 | $297.8K | 0.04% | +469 | New |
| Thoroughbred Financial Services, LLC | 473 | $300.0K | 0.02% | +473 | New |
| Simplicity Wealth,LLC | 477 | $303.1K | 0.02% | +477 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 480 | $305.0K | 0.02% | +480 | New |
| Cromwell Holdings LLC | 483 | $306.9K | 0.17% | +5+1.0% | Added |
| Twinbeech Capital LP | 494 | $313.9K | 0.03% | +494 | New |
| Ameritas Advisory Services, LLC | 494 | $313.9K | 0.01% | +494 | New |
| Keel Point, LLC | 495 | $314.5K | 0.02% | +495 | New |
| Quotient Wealth Partners, LLC | 499 | $316.8K | 0.01% | +499 | New |
| Two Sigma Securities, LLC | 499 | $317.0K | 0.04% | −399−44.4% | Reduced |
| Aprio Wealth Management, LLC | 505 | $320.8K | 0.02% | +505 | New |
| Great Valley Advisor Group, Inc. | 508 | $322.8K | 0.01% | +508 | New |
| Waterloo Capital, L.P. | 509 | $323.4K | 0.02% | +509 | New |
| Versant Capital Management, Inc | 514 | $326.6K | 0.03% | +301+141.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 518 | $329.1K | 0.81% | +518 | New |
| Kera Capital Partners, Inc. | 519 | $329.7K | 0.04% | −403−43.7% | Reduced |
| Baker Avenue Asset Management, LP | 519 | $329.8K | 0.01% | +519 | New |
| Sagewood Asset Management LP | 523 | $332.3K | 0.10% | +523 | New |
| Moran Wealth Management, LLC | 524 | $332.9K | 0.01% | +524 | New |
| Advisors Asset Management, Inc. | 527 | $334.8K | 0.01% | −7−1.3% | Reduced |
| Fiduciary Group LLC | 527 | $334.8K | 0.03% | +527 | New |
| Sound Income Strategies, LLC | 484 | $335.3K | 0.02% | +100+26.0% | Added |
| Abel Hall, LLC | 529 | $336.1K | 0.07% | +529 | New |
| Outlook Wealth Advisors, LLC | 536 | $340.5K | 0.08% | +536 | New |
| Clark Asset Management, LLC | 536 | $340.5K | 0.03% | +536 | New |
| Soltis Investment Advisors LLC | 539 | $342.6K | 0.02% | +539 | New |
| Broussard Financial Group LLC | 540 | $343.1K | 0.27% | +540 | New |
| Fidelis Capital Partners, LLC | 540 | $343.1K | 0.02% | +540 | New |
| Diversify Wealth Management, LLC | 323 | $343.4K | 0.01% | +323 | New |
| Riversedge Advisors, LLC | 543 | $345.0K | 0.06% | −475−46.7% | Reduced |
| Roman Butler Fullerton & Co | 443 | $345.9K | 0.10% | +443 | New |
| Thompson Davis & Co., Inc. | 545 | $346.3K | 0.23% | +545 | New |
| Eventide Asset Management, LLC | 606 | $347.0K | 0.01% | +606 | New |
| Fielder Capital Group LLC | 549 | $348.8K | 0.08% | +549 | New |
| First Western Trust Bank | 550 | $349.4K | 0.02% | +550 | New |
| Calton & Associates, Inc. | 551 | $350.1K | 0.05% | +551 | New |
| Alta Advisers Ltd | 555 | $352.6K | 0.13% | +555 | New |
| SRS Capital Advisors, Inc. | 466 | $353.3K | 0.01% | +417+851.0% | Added |
| OneAscent Financial Services LLC | 556 | $353.6K | 0.02% | −355−39.0% | Reduced |
| Family Wealth Partners, LLC | 558 | $354.5K | 0.12% | −341−37.9% | Reduced |
| Beacon Investment Advisors LLC | 558 | $354.5K | 0.13% | +558 | New |
| Premier Path Wealth Partners, LLC | 558 | $354.5K | 0.05% | +558 | New |
| Bluefin Capital Management, LLC | 562 | $357.1K | 0.35% | +562 | New |
| Cooper Financial Group | 562 | $357.1K | 0.04% | +562 | New |
| Polymer Capital Management (US) LLC | 568 | $360.9K | 0.05% | −4,132−87.9% | Reduced |
| Belpointe Asset Management LLC | 569 | $361.5K | 0.01% | +569 | New |
| Fortis Capital Advisors, LLC | 569 | $361.5K | 0.05% | +569 | New |
| Modera Wealth Management, LLC | 569 | $361.5K | 0.00% | +569 | New |
| Seeds Investor LLC | 384 | $362.4K | 0.05% | +384 | New |
| Nissay Asset Management Corp | 575 | $365.3K | 0.00% | +575 | New |
| Intelligence Driven Advisers, LLC | 575 | $365.3K | 0.06% | +575 | New |
| Prospera Financial Services Inc | 576 | $366.0K | 0.01% | +576 | New |
| Betterment LLC | 581 | $369.0K | 0.00% | +581 | New |
| Carnegie Capital Asset Management, LLC | 583 | $370.4K | 0.01% | +583 | New |
| Magnetar Financial LLC | 650 | $372.1K | 0.00% | +650 | New |
| Vestmark Advisory Solutions, Inc. | 587 | $372.9K | 0.00% | +587 | New |
| Fourth Dimension Wealth, LLC | 588 | $373.6K | 0.14% | +525+833.3% | Added |
| a16z Perennial Management, L.P. | 590 | $374.9K | 0.03% | +590 | New |
| HBK Sorce Advisory LLC | 242 | $378.1K | 0.01% | +242 | New |
| V-Square Quantitative Management LLC | 599 | $380.6K | 0.04% | −735−55.1% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $381.2K | 0.26% | +600 | New |
| Pinnacle Associates Ltd | 602 | $382.5K | 0.00% | +602 | New |
| AlphaGrep UK Ltd | 606 | $385.0K | 0.11% | −1,362−69.2% | Reduced |
| Falcon Wealth Planning | 608 | $386.3K | 0.03% | +608 | New |
| Dakota Wealth Management | 614 | $390.1K | 0.01% | −497−44.7% | Reduced |
| Winton Group Ltd | 615 | $390.7K | 0.01% | −9,204−93.7% | Reduced |
| IHT Wealth Management, LLC | 616 | $391.4K | 0.01% | +616 | New |
| Regent Peak Wealth Advisors LLC | 617 | $392.0K | 0.08% | +617 | New |
| Optimist Retirement Group LLC | 623 | $395.8K | 0.17% | +623 | New |
| Moneta Group Investment Advisors LLC | 623 | $396.1K | 0.00% | +623 | New |
| Childress Capital Advisors, LLC | 630 | $400.3K | 0.07% | +630 | New |
| LMG Wealth Partners, LLC | 631 | $400.9K | 0.07% | +631 | New |
| Massmutual Trust Co FSB | 645 | $409.8K | 0.01% | −107−14.2% | Reduced |
| SageView Advisory Group, LLC | 647 | $411.1K | 0.02% | +64+11.0% | Added |
| Ascent Group, LLC | 656 | $416.8K | 0.01% | +656 | New |
| Cambria Investment Management, L.P. | 660 | $419.3K | 0.02% | +660 | New |
| Commerzbank Aktiengesellschaft | 661 | $420.0K | 0.01% | +661 | New |
| Larson Financial Group LLC | 663 | $421.2K | 0.01% | +443+201.4% | Added |
