| Vertex Planning Partners, LLC | 172 | $391.1K | 0.06% | +172 | New |
| Fountainhead AM, LLC | 173 | $393.4K | 0.29% | +2+1.2% | Added |
| Bell Bank | 173 | $393.4K | 0.02% | +173 | New |
| Poehling Capital Management, LLC | 173 | $393.4K | 0.08% | +173 | New |
| NewSquare Capital LLC | 174 | $395.6K | 0.03% | +174 | New |
| 25 LLC | 174 | $395.6K | 0.11% | +174 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 175 | $397.2K | 0.06% | +34+24.1% | Added |
| Capstone Financial Advisors, Inc. | 175 | $397.9K | 0.02% | +175 | New |
| Victory Financial Group, LLC | 175 | $397.9K | 0.04% | +175 | New |
| OneAscent Family Office, LLC | 175 | $397.9K | 0.20% | +175 | New |
| Reliant Investment Partners, LLC | 175 | $397.9K | 0.27% | +175 | New |
| Alessandra Capital Management, LLC | 175 | $397.9K | 0.28% | +175 | New |
| Elevatus Welath Management | 176 | $400.2K | 0.10% | +176 | New |
| MSH Capital Advisors LLC | 176 | $400.2K | 0.07% | +176 | New |
| Keystone Financial Services | 176 | $400.2K | 0.10% | +176 | New |
| Greenland Capital Management LP | 177 | $402.4K | 0.08% | −1,316−88.1% | Reduced |
| Gallo Partners, LP | 177 | $402.4K | 0.89% | −642−78.4% | Reduced |
| Apollon Financial, LLC | 177 | $402.4K | 0.05% | +177 | New |
| Covestor Ltd | 177 | $404.0K | 0.23% | +54+43.9% | Added |
| Keyvantage Wealth, LLC | 178 | $404.7K | 0.15% | +178 | New |
| Founders Financial Alliance, LLC | 178 | $404.7K | 0.05% | +178 | New |
| Ramiah Investment Group | 179 | $407.0K | 0.31% | +179 | New |
| Adviser Investments LLC | 180 | $408.8K | 0.00% | +180 | New |
| Patron Partners Advisors, LLC | 180 | $409.3K | 0.16% | +180 | New |
| Quintet Private Bank (Europe) S.A. | 181 | $411.5K | 0.03% | +45+33.1% | Added |
| D'Orazio & Associates, Inc. | 182 | $412.7K | 0.05% | +182 | New |
| RIA Advisory Group LLC | 182 | $413.5K | 0.09% | +182 | New |
| KCM Investment Advisors LLC | 182 | $413.8K | 0.01% | +182 | New |
| Avail Investment Partners, LLC | 183 | $416.1K | 0.32% | −187−50.5% | Reduced |
| BKD Wealth Advisors, LLC | 183 | $416.1K | 0.01% | +183 | New |
| Financial Engines Advisors L.L.C. | 183 | $416.1K | 0.00% | +183 | New |
| Catalytic Wealth RIA, LLC | 183 | $416.1K | 0.02% | +183 | New |
| McGuire Capital Advisors Inc | 184 | $418.4K | 0.23% | +131+247.2% | Added |
| Strategy Asset Managers LLC | 184 | $418.4K | 0.06% | +184 | New |
| Flatrock Wealth Partners LLC | 184 | $418.4K | 0.16% | +184 | New |
| Quadrant Private Wealth Management, LLC | 184 | $418.9K | 0.09% | +184 | New |
| Petra Financial Advisors Inc | 185 | $420.6K | 0.19% | +185 | New |
| Selective Wealth Management, Inc. | 310 | $420.7K | 0.11% | +310 | New |
| Penn Capital Management Co Inc | 185 | $421.4K | 0.03% | +185 | New |
| Symphony Financial, Ltd. Co. | 189 | $421.7K | 0.05% | +189 | New |
| South State Corp. | 186 | $422.9K | 0.02% | +4+2.2% | Added |
| Heron Bay Capital Management | 186 | $422.9K | 0.04% | +186 | New |
| Sutton Place Investors LLC | 186 | $422.9K | 0.20% | +186 | New |
| Investment Research Partners LLC | 187 | $425.2K | 0.14% | −218−53.8% | Reduced |
| Creative Financial Designs Inc | 187 | $425.2K | 0.02% | +95+103.3% | Added |
| J. Goldman & Co LP | 188 | $427.5K | 0.02% | −2,812−93.7% | Reduced |
| Owl Creek Wealth Partners LLC | 188 | $427.5K | 0.13% | +17+9.9% | Added |
| Wall Street Financial Group, Inc. | 188 | $428.4K | 0.23% | +68+56.7% | Added |
| Aspiriant, LLC | 189 | $429.7K | 0.01% | +189 | New |
| Teza Capital Management LLC | 189 | $429.7K | 0.83% | +189 | New |
| Acropolis Investment Management, LLC | 190 | $432.0K | 0.02% | +17+9.8% | Added |
| Endeavor Private Wealth, Inc. | 190 | $432.0K | 0.10% | +190 | New |
| Concentrum Wealth Management | 190 | $432.2K | 0.10% | +190 | New |
| Founders Capital Management | 191 | $434.3K | 0.19% | −39−17.0% | Reduced |
| Ardmore Road Asset Management LP | 192 | $436.6K | 0.03% | −60,808−99.7% | Reduced |
| United Advisor Group, LLC | 192 | $436.6K | 0.05% | +192 | New |
| Polen Capital Management LLC | 193 | $438.8K | 0.00% | −260−57.4% | Reduced |
| Wealth Alliance | 194 | $441.1K | 0.04% | −173−47.1% | Reduced |
| SJS Investment Consulting Inc. | 194 | $441.1K | 0.05% | −16−7.6% | Reduced |
| Alliance Wealth Management Group | 195 | $443.4K | 0.09% | +195 | New |
| Towercrest Capital Management | 195 | $443.4K | 0.06% | +195 | New |
| Symmetry Partners, LLC | 195 | $443.4K | 0.02% | +195 | New |
| Fortress Wealth Group, LLC | 310 | $445.3K | 0.15% | +310 | New |
| Wealth Architects, LLC | 196 | $445.7K | 0.04% | +196 | New |
| Tritonpoint Wealth, LLC | 198 | $450.2K | 0.04% | +198 | New |
| AlTi Global, Inc. | 199 | $452.5K | 0.01% | +199 | New |
| New Paradigm Capital Management, LLC | 200 | $454.7K | 0.97% | +200 | New |
| Epiq Partners, LLC | 200 | $454.7K | 0.19% | +200 | New |
| Archer Investment Corp | 200 | $454.7K | 0.09% | +200 | New |
| Foundation Wealth Management, LLC | 200 | $454.7K | 0.27% | +200 | New |
| Schnieders Capital Management, LLC. | 200 | $454.7K | 0.06% | +200 | New |
| Campbell Deegan Wealth Management, LLC | 200 | $454.7K | 0.32% | +200 | New |
| SkyView Investment Advisors, LLC | 200 | $455.0K | 0.36% | +200 | New |
| Arista Wealth Management, LLC | 201 | $457.0K | 0.05% | +201 | New |
| Blue Line Capital, LLC | 201 | $457.0K | 0.40% | +201 | New |
| Old National Bancorp | 202 | $459.3K | 0.01% | +202 | New |
| Balboa Wealth Partners | 204 | $463.8K | 0.06% | +204 | New |
| RFG - Bristol Wealth Advisors, LLC | 204 | $463.8K | 0.11% | +204 | New |
| Sowell Financial Services LLC | 204 | $464.7K | 0.02% | +204 | New |
| Aviance Capital Partners, LLC | 205 | $466.1K | 0.05% | +205 | New |
| Zullo Investment Group, Inc. | 205 | $466.1K | 0.16% | +205 | New |
| Trust Point Inc. | 206 | $468.4K | 0.04% | +206 | New |
| Revolve Wealth Partners, LLC | 206 | $468.4K | 0.05% | +206 | New |
| Wealth Enhancement Trust Services, Inc. | 206 | $468.4K | 0.05% | +206 | New |
| Atlas Legacy Advisors, LLC | 207 | $470.7K | 0.07% | +207 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 208 | $472.9K | 1.45% | −310−59.8% | Reduced |
| Tobias Financial Advisors, Inc. | 208 | $472.9K | 0.06% | +208 | New |
| Allen Capital Group, LLC | 209 | $475.2K | 0.04% | +209 | New |
| Owen LaRue, LLC | 210 | $477.5K | 0.17% | −150−41.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 210 | $477.5K | 0.01% | +210 | New |
| Cross Staff Investments Inc | 210 | $477.5K | 0.28% | +210 | New |
| Cary Street Partners Financial LLC | 211 | $479.8K | 0.01% | +211 | New |
| SMART Wealth LLC | 213 | $484.3K | 0.10% | −146−40.7% | Reduced |
| Simon Quick Advisors, LLC | 214 | $486.6K | 0.02% | −118−35.5% | Reduced |
| Silphium Asset Management Ltd | 215 | $488.9K | 0.16% | +215 | New |
| Keebeck Alpha, LP | 215 | $488.9K | 1.02% | +215 | New |
| Harmony Asset Management LLC | 215 | $488.9K | 0.13% | +215 | New |
| GK Wealth Management LLC | 215 | $488.9K | 0.30% | +215 | New |
| Thompson Davis & Co., Inc. | 217 | $493.4K | 0.30% | −328−60.2% | Reduced |
| Integrity Alliance, LLC. | 217 | $493.4K | 0.02% | +217 | New |
