| Atomi Financial Group, Inc. | 761 | $361.1K | 0.01% | +761 | New |
| Trueblood Wealth Management, LLC | 759 | $360.1K | 0.14% | +1+0.1% | Added |
| Parallel Advisors, LLC | 757 | $359.6K | 0.01% | +73+10.7% | Added |
| Cypress Capital Group | 755 | $358.3K | 0.04% | +755 | New |
| First Financial Bank - Trust Division | 751 | $356.4K | 0.03% | +751 | New |
| Bristol John W & Co Inc | 747 | $354.5K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 747 | $354.5K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 738 | $350.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 736 | $349.0K | 0.03% | +736 | New |
| SCS Capital Management LLC | 732 | $347.4K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 724 | $343.6K | 0.09% | +724 | New |
| Vivaldi Capital Management, LLC | 719 | $341.2K | 0.05% | +5+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 718 | $341.0K | 0.00% | −257−26.4% | Reduced |
| Summit Financial, LLC | 716 | $339.6K | 0.00% | +716 | New |
| Pinnacle Financial Partners, Inc. | 707 | $335.6K | 0.00% | −2−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 704 | $334.1K | 0.00% | +704 | New |
| HBW Advisory Services LLC | 702 | $333.1K | 0.04% | +702 | New |
| Mission Creek Capital Partners, Inc. | 702 | $333.1K | 0.07% | +702 | New |
| AE Wealth Management LLC | 699 | $331.7K | 0.00% | +699 | New |
| Patton Fund Management, Inc. | 698 | $331.2K | 0.06% | −46−6.2% | Reduced |
| Callan Family Office, LLC | 687 | $326.0K | 0.01% | −87−11.2% | Reduced |
| Tema ETFs LLC | 684 | $324.6K | 0.02% | +108+18.8% | Added |
| Oak Thistle LLC | 684 | $324.6K | 0.03% | +684 | New |
| Alpha Family Trust | 680 | $322.7K | 0.16% | +680 | New |
| Diversified Management Inc | 675 | $320.3K | 0.05% | +675 | New |
| Lombard Odier Asset Management (Switzerland) SA | 674 | $319.9K | 0.01% | +674 | New |
| Crestmont Private Wealth LLC | 666 | $316.1K | 0.10% | +666 | New |
| CFS Investment Advisory Services, LLC | 743 | $314.0K | 0.02% | +14+1.9% | Added |
| denkapparat Operations GmbH | 660 | $313.2K | 0.13% | +660 | New |
| Greenleaf Trust | 651 | $308.9K | 0.00% | +651 | New |
| Burney Co | 650 | $308.5K | 0.01% | +650 | New |
| IKE Capital, LLC | 645 | $306.1K | 0.17% | −150−18.9% | Reduced |
| Acorn Wealth Advisors, LLC | 643 | $305.0K | 0.09% | +643 | New |
| PFG Advisors | 640 | $303.8K | 0.01% | +640 | New |
| Dudley Capital Management, LLC | 636 | $301.8K | 0.13% | +636 | New |
| Lantern Wealth Advisors, LLC | 630 | $299.0K | 0.15% | +630 | New |
| Insight Wealth Partners, LLC | 629 | $298.5K | 0.12% | +629 | New |
| Bessemer Group Inc | 631 | $298.0K | 0.00% | +550+679.0% | Added |
| Petros Family Wealth, LLC | 626 | $297.1K | 0.21% | +626 | New |
| Meeder Advisory Services, Inc. | 625 | $296.6K | 0.01% | +625 | New |
| Siemens Fonds Invest GmbH | 621 | $294.7K | 0.02% | −294−32.1% | Reduced |
| Independent Financial Group, LLC | 621 | $294.7K | 0.01% | +621 | New |
| FreeGulliver LLC | 619 | $293.8K | 0.12% | +619 | New |
| Phoenix Holdings Ltd. | 617 | $292.8K | 0.00% | +617 | New |
| a16z Perennial Management, L.P. | 615 | $291.9K | 0.02% | +615 | New |
| Exencial Wealth Advisors, LLC | 611 | $290.0K | 0.01% | +611 | New |
| Inspire Advisors, LLC | 611 | $289.9K | 0.02% | +611 | New |
| Merit Financial Group, LLC | 604 | $286.6K | 0.00% | +604 | New |
| Viewpoint Investment Partners Corp | 600 | $284.7K | 0.13% | +600 | New |
| Smith, Moore & Co. | 599 | $284.5K | 0.02% | +599 | New |
| Michael B. Yongue | 598 | $283.8K | 0.21% | +598 | New |
| MASTERINVEST Kapitalanlage GmbH | 582 | $276.2K | 0.03% | −267−31.4% | Reduced |
| Twin Tree Management, LP | 579 | $274.8K | 0.06% | −998−63.3% | Reduced |
| Foundations Investment Advisors, LLC | 577 | $273.8K | 0.00% | +577 | New |
| Norden Group LLC | 570 | $270.8K | 0.03% | +570 | New |
| Sigma Planning Corp | 568 | $269.8K | 0.01% | −67−10.6% | Reduced |
| Kovack Advisors, Inc. | 567 | $269.6K | 0.01% | −181−24.2% | Reduced |
| Wesbanco Bank Inc | 567 | $269.1K | 0.01% | +567 | New |
| Cigna Investments Inc | 567 | $269.0K | 0.04% | +567 | New |
| CAPROCK Group, Inc. | 558 | $264.9K | 0.01% | +558 | New |
| Wealthcare Advisory Partners LLC | 545 | $258.7K | 0.01% | −637−53.9% | Reduced |
| Crestwood Advisors Group LLC | 544 | $258.2K | 0.00% | +544 | New |
| Blue Fin Capital, Inc. | 534 | $253.4K | 0.04% | +534 | New |
| Covestor Ltd | 534 | $253.0K | 0.18% | −138−20.5% | Reduced |
| Sax Wealth Advisors, LLC | 881 | $252.9K | 0.01% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 531 | $252.0K | 0.06% | +531 | New |
| Rydar Equities, Inc. | 575 | $251.5K | 0.19% | +575 | New |
| Quattro Advisors LLC | 529 | $251.0K | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 520 | $246.8K | 0.01% | −17−3.2% | Reduced |
| Keybank National Association | 516 | $244.9K | 0.00% | +516 | New |
| Costello Asset Management, INC | 515 | $244.4K | 0.08% | +248+92.9% | Added |
| RDA Financial Network | 500 | $237.4K | 0.06% | +500 | New |
| Conway Capital Management, Inc. | 500 | $237.3K | 0.11% | +500 | New |
| Greenwich Wealth Management LLC | 500 | $237.0K | 0.01% | +500 | New |
| Fairway Wealth LLC | 498 | $236.3K | 0.06% | 00.0% | Unchanged |
| City Center Advisors, LLC | 496 | $235.4K | 0.22% | +496 | New |
| Root Financial Partners, LLC | 494 | $234.2K | 0.01% | +68+16.0% | Added |
| First Financial Bankshares Inc | 490 | $232.5K | 0.00% | +490 | New |
| Green Harvest Asset Management LLC | 490 | $232.5K | 0.00% | +490 | New |
| DT Investment Partners, LLC | 488 | $231.6K | 0.02% | −283−36.7% | Reduced |
| NBT Bank N A | 487 | $231.1K | 0.02% | −323−39.9% | Reduced |
| Beaumont Financial Advisors, LLC | 487 | $231.1K | 0.02% | +487 | New |
| Ingalls & Snyder LLC | 484 | $230.0K | 0.01% | +484 | New |
| QRG Capital Management, Inc. | 476 | $225.9K | 0.00% | +476 | New |
| Sowell Financial Services LLC | 472 | $224.2K | 0.01% | +472 | New |
| VSM Wealth Advisory, LLC | 468 | $222.1K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 466 | $221.1K | 0.01% | +466 | New |
| Hamilton Capital, LLC | 462 | $219.2K | 0.01% | +462 | New |
| Numerai GP LLC | 462 | $219.2K | 0.02% | +462 | New |
| Bouchey Financial Group Ltd | 567 | $214.3K | 0.02% | +567 | New |
| Penn Davis McFarland Inc | 450 | $213.6K | 0.02% | +450 | New |
| Hamel Associates, Inc. | 450 | $213.6K | 0.06% | +450 | New |
| Global Wealth Management Investment Advisory, Inc. | 450 | $213.6K | 0.03% | +450 | New |
| Lineweaver Wealth Advisors, LLC | 450 | $213.6K | 0.03% | +450 | New |
| Presidio Capital Management, LLC | 450 | $213.6K | 0.06% | +450 | New |
| Meadowbrook Advisors Group, LLC | 450 | $213.6K | 0.13% | +450 | New |
| Newbridge Financial Services Group, Inc. | 445 | $211.2K | 0.03% | +400+888.9% | Added |
| Pallas Capital Advisors LLC | 444 | $210.7K | 0.01% | +444 | New |
| LiftPoint Family Wealth Advisors LLC | 443 | $210.2K | 0.17% | +443 | New |
| Maridea Wealth Management LLC | 442 | $209.8K | 0.03% | +442 | New |
