| S&T Bank | 123 | $46.2K | 0.01% | +26+26.8% | Added |
| Princeton Global Asset Management LLC | 128 | $48.0K | 0.01% | +2+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 129 | $48.4K | 0.02% | +129 | New |
| Intesa Sanpaolo Wealth Management | 131 | $49.2K | 0.01% | −1,249−90.5% | Reduced |
| Laurion Capital Management LP | 132 | $49.5K | 0.00% | −17,383−99.2% | Reduced |
| Salomon & Ludwin, LLC | 134 | $50.6K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 146 | $54.8K | 0.02% | −21−12.6% | Reduced |
| Limestone Investment Advisors LP | 150 | $56.3K | 0.03% | +150 | New |
| Covestor Ltd | 150 | $57.0K | 0.03% | +25+20.0% | Added |
| Tripletail Wealth Management, LLC | 153 | $57.1K | 0.07% | −19−11.0% | Reduced |
| Prosperity Bancshares Inc | 157 | $58.9K | 0.04% | +46+41.4% | Added |
| Archer Investment Corp | 161 | $60.4K | 0.01% | +161 | New |
| Private Wealth Asset Management, LLC | 163 | $61.2K | 0.01% | +15+10.1% | Added |
| Quaker Wealth Management, LLC | 164 | $61.6K | 0.02% | −1−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 165 | $61.9K | 0.01% | −15−8.3% | Reduced |
| First Command Advisory Services, Inc. | 170 | $63.8K | 0.00% | +82+93.2% | Added |
| GHP Investment Advisors, Inc. | 171 | $64.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 177 | $66.4K | 0.00% | −116−39.6% | Reduced |
| Raleigh Capital Management Inc. | 179 | $67.2K | 0.02% | −7−3.8% | Reduced |
| Gen-Wealth Partners Inc | 189 | $70.9K | 0.02% | +189 | New |
| Deseret Mutual Benefit Administrators | 190 | $71.3K | 0.02% | −3−1.6% | Reduced |
| UMA Financial Services, Inc. | 194 | $72.8K | 0.01% | −28−12.6% | Reduced |
| St Germain D J Co Inc | 200 | $75.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 205 | $76.9K | 0.01% | +15+7.9% | Added |
| Peoples Financial Services Corp. | 206 | $77.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 209 | $78.4K | 0.00% | +30+16.8% | Added |
| Meeder Asset Management Inc | 210 | $78.8K | 0.00% | +54+34.6% | Added |
| Hoey Investments, Inc | 210 | $78.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 211 | $79.2K | 0.00% | +2+1.0% | Added |
| Synergy Investment Management, LLC | 217 | $79.7K | 0.02% | +45+26.2% | Added |
| Investors Portfolio Services LLC | 223 | $83.7K | 0.06% | −416−65.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 232 | $87.1K | 0.01% | +70+43.2% | Added |
| Alpine Bank Wealth Management | 232 | $87.1K | 0.01% | +232 | New |
| GW&K Investment Management, LLC | 235 | $88.0K | 0.00% | −10−4.1% | Reduced |
| Ameriflex Group, Inc. | 243 | $91.2K | 0.04% | +30+14.1% | Added |
| WPG Advisers, LLC | 248 | $93.1K | 0.05% | −48−16.2% | Reduced |
| Fourth Dimension Wealth, LLC | 256 | $96.1K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 270 | $101.3K | 0.05% | +270 | New |
| Bell Investment Advisors, Inc | 273 | $102.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 280 | $105.1K | 0.00% | +280 | New |
| Ancora Advisors, LLC | 287 | $107.9K | 0.00% | +50+21.1% | Added |
| MPWM Advisory Solutions, LLC | 290 | $108.8K | 0.05% | 00.0% | Unchanged |
| OV Management LLC | 290 | $108.8K | 0.20% | −1−0.3% | Reduced |
| Anchor Investment Management, LLC | 291 | $109.2K | 0.01% | +157+117.2% | Added |
| REAP Financial Group, LLC | 299 | $112.3K | 0.02% | +3+1.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 307 | $115.2K | 0.35% | −807−72.4% | Reduced |
| Westfuller Advisors, LLC | 316 | $118.5K | 0.04% | −92−22.5% | Reduced |
| MV Capital Management, Inc. | 316 | $118.6K | 0.01% | +4+1.3% | Added |
| Rakuten Securities, Inc. | 327 | $122.7K | 0.03% | +152+86.9% | Added |
| JNBA Financial Advisors | 349 | $131.0K | 0.01% | +27+8.4% | Added |
| Barrett & Company, Inc. | 350 | $131.4K | 0.04% | +350 | New |
| Basecamp Wealth Advisors LLC | 352 | $132.1K | 0.02% | −1−0.3% | Reduced |
| Fulcrum Asset Management LLP | 355 | $132.3K | 0.01% | +355 | New |
| University of Texas/Texas Am Investment Managment Co | 380 | $142.6K | 0.02% | +380 | New |
| Owl Creek Wealth Partners LLC | 380 | $142.6K | 0.04% | +20+5.6% | Added |
| Rothschild Investment LLC | 393 | $147.5K | 0.01% | −2−0.5% | Reduced |
| Center for Financial Planning, Inc. | 397 | $149.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 404 | $151.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 405 | $152.0K | 0.01% | +405 | New |
| SOA Wealth Advisors, LLC. | 419 | $157.3K | 0.03% | +8+1.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 426 | $159.9K | 0.00% | −28−6.2% | Reduced |
| Westside Investment Management, Inc. | 427 | $160.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 429 | $161.0K | 0.01% | −241−36.0% | Reduced |
| Swiss Re Ltd | 430 | $161.4K | 0.01% | +336+357.4% | Added |
| Abound Wealth Management | 470 | $176.4K | 0.04% | −33−6.6% | Reduced |
| CVA Family Office, LLC | 480 | $180.2K | 0.02% | +74+18.2% | Added |
| Freestone Grove Partners LP | 484 | $181.7K | 0.00% | −269,470−99.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 487 | $182.8K | 0.04% | +165+51.2% | Added |
| Atwood & Palmer Inc | 505 | $189.5K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 519 | $194.8K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 524 | $196.7K | 0.07% | +36+7.4% | Added |
| Bleichroeder LP | 525 | $197.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 530 | $198.9K | 0.02% | +71+15.5% | Added |
| Engineers Gate Manager LP | 535 | $200.8K | 0.00% | −14,367−96.4% | Reduced |
| Stonebrook Private Inc. | 537 | $201.5K | 0.04% | +537 | New |
| Zions Bancorporation, National Association | 539 | $202.3K | 0.01% | −57−9.6% | Reduced |
| AdvisorNet Financial, Inc | 543 | $203.8K | 0.01% | +5+0.9% | Added |
| 55 North Private Wealth, LLC | 548 | $205.7K | 0.04% | +548 | New |
| LaSalle St. Investment Advisors, LLC | 549 | $206.1K | 0.03% | +549 | New |
| Graves-Light Private Wealth Management, Inc. | 550 | $206.4K | 0.02% | +550 | New |
| Kingsman Wealth Management, Inc. | 550 | $206.4K | 0.10% | +550 | New |
| Old Peak Finance LLC | 550 | $206.4K | 0.10% | +550 | New |
| Curated Wealth Partners LLC | 550 | $206.4K | 0.02% | −419−43.2% | Reduced |
| Endeavor Private Wealth, Inc. | 550 | $206.4K | 0.05% | +550 | New |
| Manchester Capital Management LLC | 554 | $207.9K | 0.03% | +34+6.5% | Added |
| First National Trust Co | 555 | $208.3K | 0.01% | +555 | New |
| OneAscent Family Office, LLC | 555 | $208.3K | 0.11% | +555 | New |
| Confluence Wealth Services, Inc. | 557 | $209.1K | 0.01% | +557 | New |
| Warren Street Wealth Advisors, LLC | 558 | $209.4K | 0.05% | +558 | New |
| Genesis Private Wealth, LLC | 558 | $209.4K | 0.06% | +558 | New |
| RiverFront Investment Group, LLC | 559 | $209.8K | 0.00% | +559 | New |
| D.B. Root & Company, LLC | 559 | $209.8K | 0.04% | +559 | New |
| Hilltop Holdings Inc. | 560 | $210.2K | 0.02% | +560 | New |
| Rialto Wealth Management, LLC | 562 | $210.9K | 0.04% | +12+2.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 565 | $212.1K | 0.06% | +80+16.5% | Added |
| Sunflower Bank, N.A. | 565 | $212.1K | 0.05% | +565 | New |
| BlackDiamond Wealth Management Inc. | 639 | $212.1K | 0.09% | +639 | New |
| Voya Financial Advisors, Inc. | 573 | $213.6K | 0.02% | +573 | New |
| Sumitomo Mitsui Financial Group, Inc. | 570 | $213.9K | 0.00% | +570 | New |
| Signature Equity Partners, LLC | 571 | $214.3K | 0.10% | +36+6.7% | Added |
