| Icon Wealth Advisors, LLC | 630 | $140.4K | 0.01% | −68−9.7% | Reduced |
| Darwin Advisors, LLC | 633 | $141.2K | 0.05% | +2+0.3% | Added |
| MCF Advisors LLC | 641 | $142.9K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 655 | $146.1K | 0.06% | −175−21.1% | Reduced |
| Catalyst Capital Advisors LLC | 699 | $155.8K | 0.00% | −138−16.5% | Reduced |
| Pinnacle Bancorp, Inc. | 720 | $160.5K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 765 | $170.5K | 0.01% | −49−6.0% | Reduced |
| Cromwell Holdings LLC | 788 | $175.6K | 0.11% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 795 | $177.3K | 0.00% | +31+4.1% | Added |
| State of Wyoming | 845 | $188.3K | 0.02% | −1,120−57.0% | Reduced |
| Cary Street Partners Financial LLC | 866 | $193.0K | 0.01% | −48−5.3% | Reduced |
| Webster Bank, N. A. | 870 | $193.9K | 0.02% | −50−5.4% | Reduced |
| Hills Bank & Trust Co | 880 | $196.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 880 | $196.1K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 888 | $198.0K | 0.14% | +888 | New |
| Juncture Wealth Strategies, LLC | 898 | $200.1K | 0.07% | +898 | New |
| Midwest Professional Planners, LTD. | 899 | $200.4K | 0.05% | +899 | New |
| High Net Worth Advisory Group LLC | 900 | $200.6K | 0.05% | +900 | New |
| Private Advisory Group LLC | 904 | $201.5K | 0.02% | +904 | New |
| Symphony Financial, Ltd. Co. | 1,857 | $201.5K | 0.03% | +1,857 | New |
| Moody National Bank Trust Division | 906 | $201.9K | 0.02% | +906 | New |
| Fiduciary Financial Group, LLC | 902 | $202.3K | 0.04% | +902 | New |
| USA Financial Portformulas Corp | 912 | $203.3K | 0.03% | −1,122−55.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 912 | $203.3K | 0.03% | +912 | New |
| Clear Creek Financial Management, LLC | 915 | $203.9K | 0.02% | +915 | New |
| OneAscent Wealth Management LLC | 914 | $204.0K | 0.08% | −97−9.6% | Reduced |
| Tiemann Investment Advisors, LLC | 916 | $204.1K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 918 | $204.6K | 0.01% | −5−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 919 | $204.9K | 0.01% | +919 | New |
| Waddell & Associates, LLC | 922 | $205.5K | 0.02% | +922 | New |
| Root Financial Partners, LLC | 922 | $205.5K | 0.02% | +922 | New |
| LBMC Investment Advisors, LLC | 924 | $205.9K | 0.01% | +924 | New |
| Allstate Corp | 926 | $206.4K | 0.01% | −11,461−92.5% | Reduced |
| Somerset Trust Co | 931 | $207.5K | 0.07% | +931 | New |
| Balboa Wealth Partners | 933 | $207.9K | 0.04% | +933 | New |
| EntryPoint Capital, LLC | 933 | $207.9K | 0.10% | +933 | New |
| Cornerstone Wealth Group, LLC | 933 | $208.0K | 0.02% | +933 | New |
| Avidian Wealth Solutions, LLC | 937 | $208.7K | 0.01% | +937 | New |
| Cove Street Capital, LLC | 940 | $209.5K | 0.31% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 940 | $209.5K | 0.04% | +940 | New |
| NorthCrest Asset Manangement, LLC | 957 | $209.9K | 0.01% | −663−40.9% | Reduced |
| OneAscent Investment Solutions LLC | 943 | $210.0K | 0.22% | −215−18.6% | Reduced |
| Creative Financial Designs Inc | 945 | $210.5K | 0.02% | −36−3.7% | Reduced |
| RIA Advisory Group LLC | 949 | $211.5K | 0.06% | −5,200−84.6% | Reduced |
| Capital Wealth Planning, LLC | 949 | $211.5K | 0.00% | +949 | New |
| Foster Group, Inc. | 951 | $211.9K | 0.01% | +951 | New |
| Chancellor Financial Group WB LP | 952 | $212.2K | 0.16% | +952 | New |
| Quantum Financial Advisors, LLC | 953 | $212.5K | 0.03% | +953 | New |
| Bridgewater Advisors Inc. | 955 | $212.7K | 0.02% | +955 | New |
| Arkadios Wealth Advisors | 957 | $213.2K | 0.01% | +957 | New |
| International Assets Investment Management, LLC | 958 | $213.5K | 0.02% | +958 | New |
| Level Four Advisory Services, LLC | 961 | $214.2K | 0.01% | +961 | New |
| Sentry Investment Management LLC | 999 | $215.0K | 0.12% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 972 | $216.6K | 0.02% | +972 | New |
| Tilia Fiduciary Partners, Inc. | 974 | $217.1K | 0.13% | +974 | New |
| Soltis Investment Advisors LLC | 978 | $218.0K | 0.02% | +978 | New |
| First National Trust Co | 984 | $219.3K | 0.01% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 984 | $219.3K | 0.05% | +984 | New |
| BCS Private Wealth Management, Inc. | 988 | $220.0K | 0.08% | +988 | New |
| Reuter James Wealth Management, LLC | 989 | $220.4K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 996 | $221.9K | 0.07% | +996 | New |
| Everett Harris & Co | 996 | $222.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 997 | $222.0K | 0.01% | −15−1.5% | Reduced |
| Modern Wealth Management, LLC | 998 | $222.3K | 0.01% | +998 | New |
| Drucker Wealth 3.0, LLC | 1,026 | $222.4K | 0.04% | +1,026 | New |
| GeoWealth Management, LLC | 998 | $222.4K | 0.01% | +57+6.1% | Added |
| Azimuth Capital Investment Management LLC | 1,000 | $222.9K | 0.01% | −200−16.7% | Reduced |
| Allen Investment Management LLC | 1,000 | $222.9K | 0.00% | 00.0% | Unchanged |
| Ballast, Inc. | 1,000 | $222.9K | 0.06% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,003 | $223.5K | 0.06% | +9+0.9% | Added |
| Topsail Wealth Management, LLC | 1,004 | $223.8K | 0.04% | −218−17.8% | Reduced |
| Stewardship Advisors, LLC | 1,006 | $224.2K | 0.06% | +12+1.2% | Added |
| MUFG Securities EMEA plc | 1,011 | $225.3K | 0.01% | −47,989−97.9% | Reduced |
| Burns J W & Co Inc | 1,016 | $226.4K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,017 | $226.7K | 0.02% | −7−0.7% | Reduced |
| Johnson Financial Group, Inc. | 1,022 | $227.8K | 0.01% | −122−10.7% | Reduced |
| Harbour Investments, Inc. | 1,027 | $228.9K | 0.01% | +511+99.0% | Added |
| Transcend Wealth Collective, LLC | 1,034 | $230.5K | 0.02% | +1,034 | New |
| Evercore Wealth Management, LLC | 1,048 | $233.6K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,052 | $234.5K | 0.03% | 00.0% | Unchanged |
| Claris Financial LLC | 1,054 | $234.9K | 0.18% | +1,054 | New |
| Patton Fund Management, Inc. | 1,056 | $235.4K | 0.05% | +1,056 | New |
| Pekin Hardy Strauss, Inc. | 1,060 | $236.2K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,061 | $236.5K | 0.02% | +1,061 | New |
| RFG Advisory, LLC | 1,061 | $236.6K | 0.01% | −102−8.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,073 | $239.1K | 0.00% | +1,073 | New |
| Longboard Asset Management, LP | 1,074 | $239.4K | 0.59% | +1,074 | New |
| Wealth Advisory Solutions, LLC | 1,075 | $239.6K | 0.06% | +1,075 | New |
| Independent Wealth Network Inc. | 1,077 | $240.0K | 0.09% | +49+4.8% | Added |
| Virtue Capital Management, LLC | 1,080 | $240.7K | 0.04% | −639−37.2% | Reduced |
| Brown Financial Advisors | 1,080 | $240.7K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,085 | $241.8K | 0.05% | −7−0.6% | Reduced |
| Optivise Advisory Services LLC | 1,098 | $244.7K | 0.13% | +1,098 | New |
| C M Bidwell & Associates Ltd | 1,099 | $244.9K | 0.13% | +3+0.3% | Added |
| Lighthouse Investment Partners, LLC | 1,100 | $245.2K | 0.01% | +1,100 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,100 | $245.2K | 0.01% | +1,100 | New |
| Fundamentun, LLC | 1,103 | $246.0K | 0.01% | +76+7.4% | Added |
| Central Bank & Trust Co | 1,107 | $246.7K | 0.04% | −17−1.5% | Reduced |
| Five Oceans Advisors | 1,107 | $246.7K | 0.11% | +7+0.6% | Added |
| Covestor Ltd | 1,106 | $247.0K | 0.15% | +509+85.3% | Added |
