| Kayne Anderson Rudnick Investment Management LLC | 10 | $39.0K | 0.00% | +1+11.1% | Added |
| Perkins Coie Trust Co | 11 | $39.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $39.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $39.9K | 0.00% | +11 | New |
| Duncker Streett & Co Inc | 12 | $43.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 12 | $43.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 12 | $43.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $43.5K | 0.02% | +1+9.1% | Added |
| GW&K Investment Management, LLC | 12 | $44.0K | 0.00% | −1−7.7% | Reduced |
| Caldwell Trust Co | 13 | $47.2K | 0.01% | −3−18.8% | Reduced |
| West Paces Advisors Inc. | 13 | $47.2K | 0.01% | −1−7.1% | Reduced |
| DSM Capital Partners LLC | 13 | $47.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $47.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $47.2K | 0.01% | +3+30.0% | Added |
| Creative Financial Designs Inc | 13 | $47.2K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 14 | $50.8K | 0.03% | −39−73.6% | Reduced |
| FSA Wealth Management LLC | 14 | $50.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $50.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $50.8K | 0.01% | +1+7.7% | Added |
| Glen Eagle Advisors, LLC | 14 | $50.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $54.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $54.4K | 0.02% | +15 | New |
| CNB Bank | 16 | $58.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $58.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $61.7K | 0.03% | −20−54.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 17 | $61.7K | 0.03% | −2−10.5% | Reduced |
| Tacita Capital Inc | 17 | $61.7K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $62.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 18 | $65.3K | 0.36% | −7−28.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 18 | $65.3K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 18 | $65.3K | 0.05% | +18 | New |
| DT Investment Partners, LLC | 19 | $68.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $68.9K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 19 | $68.9K | 0.02% | +19 | New |
| Planning Capital Management Corp | 20 | $72.6K | 0.05% | −2−9.1% | Reduced |
| Core Wealth Advisors, Inc. | 20 | $72.6K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $72.6K | 0.02% | +20 | New |
| Keener Financial Planning LLC | 20 | $73.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 21 | $76.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $78.5K | 0.02% | −2−8.3% | Reduced |
| Byrne Asset Management LLC | 22 | $79.8K | 0.06% | −3−12.0% | Reduced |
| NBC Securities, Inc. | 24 | $87.0K | 0.01% | −8−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 24 | $87.0K | 0.01% | +3+14.3% | Added |
| Pinnacle Bancorp, Inc. | 24 | $87.1K | 0.03% | +24 | New |
| Register Financial Advisors LLC | 24 | $87.1K | 0.05% | +24 | New |
| Salomon & Ludwin, LLC | 25 | $90.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $90.7K | 0.01% | +25 | New |
| Castleview Partners, LLC | 26 | $94.3K | 0.05% | −2−7.1% | Reduced |
| Gen-Wealth Partners Inc | 26 | $94.3K | 0.05% | +26 | New |
| Carolinas Wealth Consulting LLC | 26 | $94.4K | 0.02% | +25+2,500.0% | Added |
| Hallmark Capital Management Inc | 27 | $98.0K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 27 | $98.0K | 0.10% | +27 | New |
| North Star Investment Management Corp. | 29 | $105.5K | 0.01% | +28+2,800.0% | Added |
| CKW Financial Group | 30 | $107.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 29 | $107.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 30 | $108.8K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $109.0K | 0.02% | +24+400.0% | Added |
| Arrow Financial Corp | 31 | $112.5K | 0.01% | −3−8.8% | Reduced |
| Key Financial Inc | 35 | $127.0K | 0.03% | −2−5.4% | Reduced |
| Orion Capital Management LLC | 35 | $127.0K | 0.07% | 00.0% | Unchanged |
| Caitlin John, LLC | 35 | $127.0K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 35 | $127.0K | 0.05% | +8+29.6% | Added |
| Sugarloaf Wealth Management, LLC | 35 | $127.0K | 0.03% | +6+20.7% | Added |
| Wetzel Investment Advisors, Inc. | 38 | $130.3K | 0.08% | +1+2.7% | Added |
| Cambridge Trust Co | 36 | $130.6K | 0.00% | −13−26.5% | Reduced |
| Rothschild Investment LLC | 36 | $130.6K | 0.01% | +13+56.5% | Added |
| Fred Alger Management, LLC | 37 | $134.2K | 0.00% | −5,341−99.3% | Reduced |
| Globeflex Capital L P | 37 | $134.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $134.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 37 | $134.2K | 0.00% | +3+8.8% | Added |
| Northwest Investment Counselors, LLC | 38 | $137.9K | 0.03% | +38 | New |
| Strengthening Families & Communities, LLC | 39 | $141.0K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 39 | $141.5K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 40 | $145.1K | 0.78% | −2−4.8% | Reduced |
| Security National Bank | 40 | $145.1K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $145.1K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 43 | $158.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 44 | $159.6K | 0.03% | +16+57.1% | Added |
| Icon Wealth Advisors, LLC | 45 | $163.3K | 0.02% | +9+25.0% | Added |
| Covestor Ltd | 45 | $165.0K | 0.11% | −1−2.2% | Reduced |
| Harbour Investments, Inc. | 46 | $166.9K | 0.01% | −15−24.6% | Reduced |
| Pacific Center for Financial Services | 50 | $181.4K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $181.4K | 0.03% | +6+13.6% | Added |
| AdvisorShares Investments LLC | 55 | $199.5K | 0.03% | 00.0% | Unchanged |
| First Western Trust Bank | 56 | $203.2K | 0.01% | −6−9.7% | Reduced |
| NBT Bank N A | 56 | $203.2K | 0.01% | +56 | New |
| Independent Solutions Wealth Management, LLC | 56 | $203.2K | 0.05% | +56 | New |
| Octavia Wealth Advisors, LLC | 56 | $203.2K | 0.03% | +56 | New |
| Whitaker-Myers Wealth Managers, LTD. | 56 | $203.3K | 0.09% | +56 | New |
| Altshuler Shaham Ltd | 57 | $206.8K | 0.01% | −21−26.9% | Reduced |
| Baker Avenue Asset Management, LP | 57 | $206.8K | 0.01% | +57 | New |
| Acorn Financial Advisory Services Inc | 57 | $207.2K | 0.04% | +57 | New |
| Astoria Portfolio Advisors LLC. | 60 | $209.3K | 0.08% | +60 | New |
| Capital Investment Advisors, LLC | 58 | $209.6K | 0.00% | −4−6.5% | Reduced |
| Oracle Alpha Inc. | 58 | $210.4K | 0.38% | −5−7.9% | Reduced |
| Summit Asset Management, LLC | 58 | $210.4K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 58 | $210.4K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 58 | $210.4K | 0.15% | +2+3.6% | Added |
| Miracle Mile Advisors, LLC | 58 | $210.4K | 0.01% | +58 | New |
| Fort Sheridan Advisors LLC | 58 | $210.4K | 0.04% | +58 | New |