| Clare Market Investments LLC | 529 | $1.20M | 0.22% | +529 | New |
| Elyxium Wealth, LLC | 533 | $1.21M | 0.13% | +533 | New |
| Advisory Alpha, LLC | 535 | $1.22M | 0.03% | +190+55.1% | Added |
| Snowden Capital Advisors LLC | 535 | $1.22M | 0.03% | +535 | New |
| 71 West Capital Partners | 535 | $1.22M | 0.04% | +535 | New |
| Equitable Holdings, Inc. | 538 | $1.22M | 0.01% | +538 | New |
| Waterloo Capital, L.P. | 539 | $1.23M | 0.07% | +30+5.9% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 540 | $1.23M | 0.25% | −4,393−89.1% | Reduced |
| Legacy Financial Advisors, Inc. | 541 | $1.23M | 0.15% | +72+15.4% | Added |
| V-Square Quantitative Management LLC | 543 | $1.23M | 0.12% | −56−9.3% | Reduced |
| Quantbot Technologies LP | 544 | $1.24M | 0.05% | +544 | New |
| AlphaGrep UK Ltd | 545 | $1.24M | 0.38% | −61−10.1% | Reduced |
| Left Brain Wealth Management, LLC | 545 | $1.24M | 0.37% | +545 | New |
| Unique Wealth Strategies, LLC | 546 | $1.24M | 0.45% | +546 | New |
| OneAscent Financial Services LLC | 550 | $1.25M | 0.06% | −6−1.1% | Reduced |
| Altshuler Shaham Ltd | 2,602 | $1.26M | 0.02% | −9,053−77.7% | Reduced |
| Alta Advisers Ltd | 555 | $1.26M | 0.29% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 556 | $1.26M | 0.04% | +556 | New |
| Procyon Private Wealth Partners, LLC | 557 | $1.27M | 0.05% | +557 | New |
| Beacon Investment Advisors LLC | 558 | $1.27M | 0.40% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 595 | $1.27M | 0.01% | +595 | New |
| PFG Advisors | 565 | $1.28M | 0.06% | +231+69.2% | Added |
| Uhlmann Price Securities, LLC | 568 | $1.29M | 0.05% | +568 | New |
| Angeles Wealth Management, LLC | 571 | $1.30M | 0.06% | +154+36.9% | Added |
| GeoWealth Management, LLC | 573 | $1.30M | 0.04% | +573 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 575 | $1.31M | 0.01% | +575 | New |
| Greenspring Advisors, LLC | 580 | $1.32M | 0.07% | −219−27.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 583 | $1.33M | 0.03% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 586 | $1.33M | 0.02% | +586 | New |
| Sagewood Asset Management LP | 585 | $1.33M | 0.30% | +62+11.9% | Added |
| IFG Advisory, LLC | 587 | $1.33M | 0.05% | +587 | New |
| MW Advisory, LLC | 590 | $1.34M | 0.54% | +590 | New |
| Central Pacific Bank - Trust Division | 598 | $1.36M | 0.14% | −249−29.4% | Reduced |
| Transcend Wealth Collective, LLC | 600 | $1.36M | 0.09% | −287−32.4% | Reduced |
| Algebris (UK) Ltd | 603 | $1.37M | 0.09% | −741−55.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 603 | $1.37M | 0.02% | +603 | New |
| Truxt Investmentos Ltda. | 604 | $1.37M | 1.58% | +604 | New |
| Keel Point, LLC | 607 | $1.38M | 0.08% | +112+22.6% | Added |
| EFG International AG | 608 | $1.38M | 0.03% | +608 | New |
| Badgley Phelps Wealth Managers, LLC | 609 | $1.38M | 0.02% | +609 | New |
| CSS LLC | 610 | $1.39M | 0.06% | −100−14.1% | Reduced |
| Drive Wealth Management, LLC | 613 | $1.39M | 0.25% | −68−10.0% | Reduced |
| Empower Advisory Group, LLC | 613 | $1.39M | 0.00% | −102−14.3% | Reduced |
| Stonebridge Financial Group, LLC | 620 | $1.41M | 0.20% | +620 | New |
| Conning Inc. | 621 | $1.41M | 0.04% | +251+67.8% | Added |
| Optimist Retirement Group LLC | 622 | $1.41M | 0.55% | −1−0.2% | Reduced |
| Intrust Bank NA | 623 | $1.42M | 0.10% | +623 | New |
| Aprio Wealth Management, LLC | 623 | $1.42M | 0.07% | +118+23.4% | Added |
| Wolff Financial Management LLC | 625 | $1.42M | 0.28% | −450−41.9% | Reduced |
| HCR Wealth Advisors | 626 | $1.42M | 0.13% | −272−30.3% | Reduced |
| Commerzbank Aktiengesellschaft | 628 | $1.43M | 0.03% | −33−5.0% | Reduced |
| Soltis Investment Advisors LLC | 631 | $1.43M | 0.08% | +92+17.1% | Added |
| LMG Wealth Partners, LLC | 631 | $1.43M | 0.23% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 706 | $1.43M | 0.02% | −114−13.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 635 | $1.44M | 0.27% | +18+2.9% | Added |
| Moore Capital Management, LP | 641 | $1.46M | 0.03% | −41,649−98.5% | Reduced |
| Perennial Investment Advisors, LLC | 642 | $1.46M | 0.10% | −62−8.8% | Reduced |
| Clearstead Advisors, LLC | 642 | $1.46M | 0.01% | −210−24.6% | Reduced |
| Massmutual Trust Co FSB | 645 | $1.47M | 0.04% | 00.0% | Unchanged |
| Falcon Wealth Planning | 647 | $1.47M | 0.09% | +39+6.4% | Added |
| StoneX Group Inc. | 797 | $1.48M | 0.06% | −737−48.0% | Reduced |
| SummitTX Capital, L.P. | 652 | $1.48M | 0.04% | −12,101−94.9% | Reduced |
| Chesapeake Asset Management LLC | 954 | $1.49M | 1.14% | −656−40.7% | Reduced |
| Sound Income Strategies, LLC | 656 | $1.49M | 0.07% | +172+35.5% | Added |
| Premier Path Wealth Partners, LLC | 660 | $1.50M | 0.17% | +102+18.3% | Added |
| Strategic Investment Solutions, Inc. | 660 | $1.50M | 0.34% | +660 | New |
| Moran Wealth Management, LLC | 665 | $1.51M | 0.04% | +141+26.9% | Added |
| Aull & Monroe Investment Management Corp | 666 | $1.51M | 0.63% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 669 | $1.52M | 0.04% | +1+0.1% | Added |
| Peapack Gladstone Financial Corp | 670 | $1.52M | 0.02% | −52−7.2% | Reduced |
| Smith, Moore & Co. | 673 | $1.53M | 0.10% | −127−15.9% | Reduced |
| Ascent Group, LLC | 682 | $1.55M | 0.05% | +26+4.0% | Added |
| CWA Asset Management Group, LLC | 682 | $1.55M | 0.05% | +233+51.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 682 | $1.55M | 0.09% | +202+42.1% | Added |
| Great Valley Advisor Group, Inc. | 686 | $1.56M | 0.02% | +178+35.0% | Added |
| Harbour Capital Advisors, LLC | 817 | $1.57M | 0.29% | +42+5.4% | Added |
| Cambria Investment Management, L.P. | 689 | $1.57M | 0.08% | +29+4.4% | Added |
| Maltin Wealth Management, Inc. | 694 | $1.58M | 0.53% | +694 | New |
| Meridian Wealth Management, LLC | 694 | $1.58M | 0.05% | +694 | New |
| Martin Capital Advisors, LLP | 698 | $1.59M | 0.83% | +35+5.3% | Added |
| Intesa Sanpaolo S.p.A. | 700 | $1.59M | 0.06% | +700 | New |
| Cookson Peirce & Co Inc | 703 | $1.60M | 0.05% | +703 | New |
| Stone Wealth Partners | 708 | $1.61M | 1.18% | +708 | New |
| Brookwood Investment Group LLC | 710 | $1.61M | 0.19% | −239−25.2% | Reduced |
| BTG Pactual Asset Management US LLC | 710 | $1.61M | 0.12% | +310+77.5% | Added |
| Stenahm Asset Managment Ltd | 710 | $1.61M | 1.16% | +710 | New |
| Johnson Investment Counsel Inc | 714 | $1.62M | 0.01% | +714 | New |
| Prelude Capital Management, LLC | 715 | $1.63M | 0.12% | −6,130−89.6% | Reduced |
| Prospera Financial Services Inc | 721 | $1.64M | 0.02% | +145+25.2% | Added |
| Syon Capital LLC | 724 | $1.65M | 0.07% | +276+61.6% | Added |
| Maridea Wealth Management LLC | 729 | $1.66M | 0.18% | −592−44.8% | Reduced |
| WSFS Capital Management, LLC | 741 | $1.68M | 0.07% | +3+0.4% | Added |
| Pinnacle Associates Ltd | 753 | $1.71M | 0.02% | +151+25.1% | Added |
| Gluskin Sheff & Assoc Inc | 754 | $1.71M | 0.26% | +754 | New |
| One Capital Management, LLC | 2,731 | $1.74M | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 764 | $1.74M | 0.05% | +764 | New |
| Headlands Technologies LLC | 769 | $1.75M | 0.19% | +769 | New |
| Legacy Wealth Asset Management, LLC | 772 | $1.76M | 0.39% | +12+1.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 775 | $1.76M | 0.08% | 00.0% | Unchanged |
| CX Institutional | 776 | $1.76M | 0.05% | −28−3.5% | Reduced |
