| Financial Advisory Service, Inc. | 965 | $261.0K | 0.02% | +965 | New |
| Fideuram Asset Management (Ireland) dac | 913 | $259.3K | 0.03% | +628+220.4% | Added |
| Marble Wealth, LLC | 958 | $259.1K | 0.05% | +958 | New |
| VisionPoint Advisory Group, LLC | 954 | $258.0K | 0.05% | +954 | New |
| Cullen/Frost Bankers, Inc. | 953 | $257.7K | 0.00% | +126+15.2% | Added |
| Modern Wealth Management, LLC | 864 | $257.2K | 0.00% | −571−39.8% | Reduced |
| Calton & Associates, Inc. | 951 | $257.2K | 0.04% | +951 | New |
| Canvas Wealth Advisors, LLC | 948 | $256.4K | 0.04% | +948 | New |
| Warwick Investment Management, Inc. | 947 | $256.2K | 0.04% | +947 | New |
| Klingman & Associates, LLC | 946 | $255.9K | 0.01% | +946 | New |
| VectorGlobal IAG, Inc. | 943 | $255.1K | 0.07% | +943 | New |
| Thompson Siegel & Walmsley LLC | 943 | $255.0K | 0.00% | +943 | New |
| Wellspring Financial Advisors, LLC | 936 | $253.2K | 0.02% | −278−22.9% | Reduced |
| TFB Advisors LLC | 935 | $252.9K | 0.13% | −435−31.8% | Reduced |
| CFC Planning Co LLC | 935 | $252.9K | 0.18% | −416−30.8% | Reduced |
| Louisbourg Investments Inc. | 925 | $250.2K | 0.05% | −225−19.6% | Reduced |
| Gallo Partners, LP | 908 | $245.6K | 0.47% | −13,074−93.5% | Reduced |
| Heck Capital Advisors, LLC | 903 | $244.3K | 0.02% | +903 | New |
| Vaughan David Investments LLC | 902 | $244.0K | 0.01% | +902 | New |
| Fiduciary Alliance LLC | 668 | $243.8K | 0.01% | +668 | New |
| Sprinkle Financial Consultants LLC | 900 | $243.4K | 0.11% | +900 | New |
| Odyssean, LLC | 899 | $243.2K | 0.09% | +899 | New |
| Catalina Capital Group, LLC | 892 | $241.3K | 0.15% | +892 | New |
| January Capital Advisors LLC | 892 | $241.3K | 0.33% | +892 | New |
| Argent Advisors, Inc. | 890 | $240.7K | 0.07% | +890 | New |
| CogentBlue Wealth Advisors, LLC | 890 | $240.7K | 0.16% | +890 | New |
| Nilsine Partners, LLC | 599 | $240.0K | 0.02% | +599 | New |
| Mirabella Financial Services LLP | 885 | $239.4K | 0.02% | −1,784−66.8% | Reduced |
| Omnitrust Wealth Management, Inc | 883 | $238.8K | 0.31% | +883 | New |
| SmartHarvest Portfolios, LLC | 882 | $238.6K | 0.10% | +882 | New |
| Sanchez Gaunt Capital Management, LLC | 882 | $238.5K | 0.15% | +882 | New |
| Moore Capital Management, LP | 880 | $238.0K | 0.01% | +880 | New |
| Windsor Capital Management, LLC | 875 | $236.7K | 0.07% | +875 | New |
| Hexagon Capital Partners LLC | 873 | $236.1K | 0.03% | +873 | New |
| Freestone Grove Partners LP | 873 | $236.1K | 0.00% | +873 | New |
| Equitable Holdings, Inc. | 867 | $234.6K | 0.00% | +867 | New |
| Empower Advisory Group, LLC | 861 | $232.9K | 0.00% | +861 | New |
| Summitry LLC | 854 | $231.0K | 0.01% | +854 | New |
| Tucker Asset Management LLC | 850 | $229.9K | 0.07% | −968−53.2% | Reduced |
| Founders Capital Management | 850 | $229.9K | 0.11% | −400−32.0% | Reduced |
| Resolute Wealth Strategies, LLC | 847 | $229.1K | 0.10% | +847 | New |
| Avidian Wealth Solutions, LLC | 844 | $228.3K | 0.01% | +844 | New |
| Crawford Investment Counsel Inc | 843 | $228.0K | 0.00% | +843 | New |
| Flagship Harbor Advisors, LLC | 840 | $227.2K | 0.01% | −45−5.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 839 | $226.9K | 0.02% | +839 | New |
| Wedge Capital Management L L P | 833 | $225.3K | 0.00% | +833 | New |
| True Wealth Design, LLC | 831 | $224.8K | 0.06% | +216+35.1% | Added |
| Caxton Associates LLP | 826 | $223.4K | 0.01% | −10,297−92.6% | Reduced |
| Optas, LLC | 823 | $222.6K | 0.03% | +823 | New |
| Burney Co | 817 | $221.0K | 0.01% | −640−43.9% | Reduced |
| Ashton Thomas Securities, LLC | 817 | $221.0K | 0.03% | +817 | New |
| Checchi Capital Advisers, LLC | 815 | $220.4K | 0.02% | +815 | New |
| Johnson Financial Group, LLC | 812 | $219.7K | 0.01% | +812 | New |
| Deseret Mutual Benefit Administrators | 808 | $218.6K | 0.07% | +165+25.7% | Added |
| City National Bank of Florida | 806 | $218.0K | 0.13% | +806 | New |
| Nicolet Bankshares Inc | 731 | $217.5K | 0.01% | +731 | New |
| Beta Wealth Group, Inc. | 800 | $216.4K | 0.09% | −2,000−71.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 800 | $216.4K | 0.03% | +800 | New |
| Purpose Unlimited Inc. | 800 | $216.4K | 0.01% | +800 | New |
| Van Diest Capital, LLC | 798 | $215.9K | 0.17% | +798 | New |
| Cogent Private Wealth, Inc. | 784 | $212.1K | 0.15% | +784 | New |
| Secure Asset Management, LLC | 783 | $211.7K | 0.03% | +783 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 781 | $211.3K | 0.08% | +781 | New |
| Pekin Hardy Strauss, Inc. | 780 | $211.0K | 0.02% | −774−49.8% | Reduced |
| Claro Advisors LLC | 777 | $210.2K | 0.03% | +777 | New |
| Hayek Kallen Investment Management | 775 | $210.0K | 0.07% | +775 | New |
| Integrity Alliance, LLC. | 776 | $209.9K | 0.01% | +776 | New |
| Mitchell & Pahl Private Wealth, LLC | 768 | $207.7K | 0.08% | +768 | New |
| Fox Hill Wealth Management | 767 | $207.3K | 0.10% | +767 | New |
| HCR Wealth Advisors | 762 | $206.1K | 0.02% | +762 | New |
| Everest Management Corp. | 761 | $205.8K | 0.10% | +761 | New |
| CV Advisors LLC | 758 | $205.0K | 0.06% | +758 | New |
| Snowwater Investment Partners, LLC | 750 | $202.9K | 0.19% | +750 | New |
| Keystone Financial Services | 749 | $202.5K | 0.06% | +749 | New |
| Facet Wealth, Inc. | 746 | $201.8K | 0.00% | +746 | New |
| Stonebrook Private Inc. | 744 | $201.3K | 0.04% | +744 | New |
| Boston Private Wealth LLC | 742 | $200.7K | 0.01% | +742 | New |
| Salvus Wealth Management, LLC | 740 | $200.2K | 0.12% | +740 | New |
| Glass Jacobson Investment Advisors llc | 697 | $188.6K | 0.07% | +697 | New |
| Fountainhead AM, LLC | 694 | $187.7K | 0.17% | +667+2,470.4% | Added |
| S.A. Mason LLC | 680 | $183.9K | 0.07% | −95−12.3% | Reduced |
| Private Wealth Asset Management, LLC | 675 | $182.6K | 0.02% | −185−21.5% | Reduced |
| Belvedere Trading LLC | 641 | $173.4K | 0.02% | −81,063−99.2% | Reduced |
| Owl Creek Wealth Partners LLC | 603 | $163.1K | 0.06% | +603 | New |
| SBI Okasan Asset Management Co.Ltd. | 643 | $161.8K | 0.01% | +643 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 590 | $159.6K | 0.05% | −230−28.0% | Reduced |
| GW&K Investment Management, LLC | 584 | $158.0K | 0.00% | +29+5.2% | Added |
| International Assets Investment Management, LLC | 530 | $157.9K | 0.01% | +101+23.5% | Added |
| Ameriflex Group, Inc. | 582 | $157.4K | 0.08% | +426+273.1% | Added |
| Westfuller Advisors, LLC | 566 | $153.1K | 0.07% | +315+125.5% | Added |
| South State Corp. | 563 | $152.3K | 0.01% | +12+2.2% | Added |
| Entrust Financial LLC | 548 | $148.2K | 0.10% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 543 | $146.9K | 0.01% | +543 | New |
| Geneos Wealth Management Inc. | 535 | $144.7K | 0.00% | +335+167.5% | Added |
| Pilgrim Partners Asia Pte Ltd | 530 | $143.4K | 0.06% | −70−11.7% | Reduced |
| Whipplewood Advisors, LLC | 519 | $140.4K | 0.07% | +499+2,495.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 506 | $136.9K | 0.07% | +506 | New |
| Atlantic Private Wealth, LLC | 505 | $136.7K | 0.09% | −500−49.8% | Reduced |
| Twin Tree Management, LP | 505 | $136.6K | 0.03% | −70,477−99.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 500 | $135.2K | 0.02% | 00.0% | Unchanged |
