| Banque Cantonale Vaudoise | 280 | $102.0K | 0.00% | +280 | New |
| Cullen/Frost Bankers, Inc. | 291 | $106.0K | 0.00% | +1+0.3% | Added |
| Center for Financial Planning, Inc. | 297 | $108.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $109.0K | 0.01% | +1+0.3% | Added |
| Financial Management Professionals, Inc. | 300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $109.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 304 | $110.0K | 0.04% | −33−9.8% | Reduced |
| Column Capital Advisors, LLC | 310 | $113.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 310 | $113.0K | 0.02% | +310 | New |
| Retirement Group, LLC | 315 | $114.0K | 0.05% | +60+23.5% | Added |
| Private Ocean, LLC | 316 | $115.0K | 0.01% | +1+0.3% | Added |
| Stephens Consulting, LLC | 320 | $116.1K | 0.10% | +320 | New |
| Parallel Advisors, LLC | 324 | $118.0K | 0.00% | −189−36.8% | Reduced |
| Disciplined Investments, LLC | 341 | $124.0K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 355 | $129.0K | 0.02% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 370 | $135.0K | 0.09% | −10−2.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 375 | $136.0K | 0.07% | +1+0.3% | Added |
| Winch Advisory Services, LLC | 386 | $140.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 415 | $141.0K | 0.02% | −200−32.5% | Reduced |
| FourThought Financial, LLC | 411 | $149.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 423 | $154.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 444 | $161.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 440 | $161.0K | 0.13% | +440 | New |
| First Bank & Trust | 457 | $166.0K | 0.07% | −7−1.5% | Reduced |
| Insight Financial Services | 463 | $168.0K | 0.12% | +463 | New |
| FinTrust Capital Advisors, LLC | 464 | $169.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 498 | $181.0K | 0.05% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 540 | $196.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 544 | $198.0K | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 554 | $201.0K | 0.18% | +554 | New |
| Concentric Wealth Management, LLC | 557 | $202.0K | 0.06% | +557 | New |
| Wesbanco Bank Inc | 560 | $203.0K | 0.01% | −40−6.7% | Reduced |
| SFMG, LLC | 559 | $203.0K | 0.02% | +559 | New |
| Clear Creek Financial Management, LLC | 559 | $203.0K | 0.03% | +559 | New |
| Texas Yale Capital Corp. | 563 | $205.0K | 0.01% | +563 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 600 | $206.0K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 566 | $206.0K | 0.08% | −50−8.1% | Reduced |
| Argent Trust Co | 566 | $206.0K | 0.01% | +566 | New |
| Meridian Financial, LLC | 575 | $208.9K | 0.20% | +575 | New |
| Strategic Wealth Partners, Ltd. | 582 | $211.0K | 0.04% | +582 | New |
| Maltin Wealth Management, Inc. | 580 | $211.0K | 0.13% | +580 | New |
| Trilogy Capital Inc. | 588 | $213.0K | 0.02% | +588 | New |
| Sowa Financial Group, Inc. | 592 | $215.0K | 0.13% | −73−11.0% | Reduced |
| Harfst & Associates, Inc. | 592 | $215.0K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 594 | $216.0K | 0.03% | +594 | New |
| Enterprise Financial Services Corp | 600 | $218.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 600 | $218.0K | 0.04% | +600 | New |
| North Star Investment Management Corp. | 605 | $220.0K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 600 | $221.0K | 0.04% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 608 | $221.0K | 0.14% | +2+0.3% | Added |
| Reilly Financial Advisors, LLC | 610 | $222.0K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 613 | $223.0K | 0.01% | −1−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 614 | $223.0K | 0.02% | +1+0.2% | Added |
| Rockbridge Investment Management, LCC | 622 | $226.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 623 | $226.0K | 0.14% | +623 | New |
| BDO Wealth Advisors, LLC | 628 | $228.0K | 0.02% | −50−7.4% | Reduced |
| Zions Bancorporation, N.A. | 630 | $229.0K | 0.02% | −166−20.9% | Reduced |
| First Foundation Advisors | 629 | $229.0K | 0.01% | +629 | New |
| Levy Wealth Management Group, LLC | 639 | $232.0K | 0.11% | −120−15.8% | Reduced |
| Aldebaran Financial Inc. | 650 | $236.0K | 0.18% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $236.0K | 0.00% | +650 | New |
| Liberty Wealth Management LLC | – | $238.0K | 0.09% | – | – |
| Bridgewater Advisors Inc. | 657 | $239.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 660 | $239.0K | 0.05% | +87+15.2% | Added |
| C2C Wealth Management, LLC | 657 | $239.0K | 0.03% | +657 | New |
| Bartlett & Co. LLC | 660 | $240.0K | 0.00% | +400+153.8% | Added |
| Bartlett & Co. Wealth Management LLC | 660 | $240.2K | 0.00% | +400+153.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 666 | $242.0K | 0.05% | −433−39.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 666 | $242.0K | 0.03% | −5−0.7% | Reduced |
| Wealthsource Partners, LLC | 665 | $242.0K | 0.02% | +665 | New |
| Accurate Wealth Management, LLC | 680 | $245.0K | 0.20% | −8−1.2% | Reduced |
| Appleton Partners Inc | 680 | $247.0K | 0.02% | 00.0% | Unchanged |
| Hoylecohen, LLC | 683 | $248.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 682 | $248.0K | 0.01% | +682 | New |
| Old National Bancorp | 691 | $251.0K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 687 | $251.0K | 0.06% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 692 | $252.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 692 | $252.0K | 0.05% | +692 | New |
| Monterey Private Wealth, Inc. | 696 | $253.0K | 0.13% | −42−5.7% | Reduced |
| Southland Equity Partners LLC | 697 | $253.2K | 0.10% | +697 | New |
| TD Asset Management Inc | 700 | $254.0K | 0.00% | −1,500−68.2% | Reduced |
| Carlson Capital Management | 699 | $254.0K | 0.02% | +36+5.4% | Added |
| Trail Ridge Investment Advisors, LLC | 698 | $254.0K | 0.15% | +698 | New |
| Greenspring Advisors, LLC | 700 | $254.0K | 0.07% | +700 | New |
| Tudor Investment Corp Et Al | 701 | $255.0K | 0.00% | −32−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 702 | $255.0K | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 705 | $256.0K | 0.27% | 00.0% | Unchanged |
| Toronto Dominion Bank | 710 | $258.0K | 0.00% | −29,073−97.6% | Reduced |
| Dohj, LLC | 710 | $258.0K | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 710 | $258.0K | 0.01% | +710 | New |
| High Note Wealth, LLC | 715 | $259.0K | 0.09% | 00.0% | Unchanged |
| One Capital Management, LLC | 716 | $260.0K | 0.02% | +716 | New |
| Cambridge Trust Co | 721 | $261.0K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 719 | $261.2K | 0.17% | +719 | New |
| Waldron Private Wealth LLC | 723 | $262.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 724 | $263.0K | 0.03% | +29+4.2% | Added |
| Mystic Asset Management, Inc. | 725 | $263.0K | 0.12% | +725 | New |
| BlackRock Inc. | 726 | $264.0K | 0.00% | −23−3.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $266.0K | 0.01% | 00.0% | Unchanged |