| Union Savings Bank | 93 | $91.2K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 93 | $91.2K | 0.03% | +70+304.3% | Added |
| Glen Eagle Advisors, LLC | 94 | $92.1K | 0.01% | +16+20.5% | Added |
| Vega Investment Solutions | 97 | $95.1K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 98 | $96.1K | 0.00% | +4+4.3% | Added |
| City Holding Co | 102 | $100.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 104 | $101.9K | 0.03% | +52+100.0% | Added |
| Fideuram Asset Management (Ireland) dac | 122 | $104.6K | 0.01% | −1,020−89.3% | Reduced |
| Root Financial Partners, LLC | 109 | $107.1K | 0.00% | +88+419.0% | Added |
| Cary Street Partners Financial LLC | 110 | $107.8K | 0.00% | −56−33.7% | Reduced |
| Financial Network Wealth Advisors LLC | 110 | $107.9K | 0.11% | −6−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 110 | $108.0K | 0.00% | +106+2,650.0% | Added |
| Vanguard National Trust Co | 112 | $109.8K | 0.01% | +112 | New |
| Fulcrum Asset Management LLP | 114 | $109.9K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 115 | $112.7K | 0.02% | +115 | New |
| Itau Unibanco Holding S.A. | 116 | $113.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 118 | $115.7K | 0.00% | −6−4.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $117.6K | 0.02% | −23−16.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 123 | $121.0K | 0.00% | +100+434.8% | Added |
| Group One Trading, L.P. | 126 | $123.5K | 0.00% | −486−79.4% | Reduced |
| Hager Investment Management Services, LLC | 127 | $124.5K | 0.07% | −72−36.2% | Reduced |
| CVA Family Office, LLC | 130 | $127.4K | 0.01% | +57+78.1% | Added |
| Manchester Capital Management LLC | 131 | $128.4K | 0.02% | −13−9.0% | Reduced |
| Millstone Evans Group, LLC | 134 | $131.4K | 0.08% | +7+5.5% | Added |
| Intentional Wealth Strategies, LLC | 135 | $132.3K | 0.12% | +135 | New |
| Basecamp Wealth Advisors LLC | 137 | $134.3K | 0.03% | +1+0.7% | Added |
| Colonial Trust Advisors | 139 | $136.3K | 0.01% | −5−3.5% | Reduced |
| HM Payson & Co | 140 | $137.2K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 143 | $140.2K | 0.13% | 00.0% | Unchanged |
| Elequin Capital LP | 143 | $140.2K | 0.01% | +143 | New |
| JFS Wealth Advisors, LLC | 143 | $140.2K | 0.01% | −9−5.9% | Reduced |
| Westfuller Advisors, LLC | 144 | $141.2K | 0.06% | +110+323.5% | Added |
| High Point Wealth Management, LLC | 146 | $143.3K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $147.0K | 0.04% | 00.0% | Unchanged |
| Nkcfo LLC | 150 | $147.0K | 0.04% | +150 | New |
| Bell Investment Advisors, Inc | 155 | $152.1K | 0.02% | +30+24.0% | Added |
| Tidemark, LLC | 161 | $157.6K | 0.04% | +40+33.1% | Added |
| Versant Capital Management, Inc | 164 | $160.8K | 0.02% | +111+209.4% | Added |
| Private Trust Co NA | 175 | $171.5K | 0.02% | +59+50.9% | Added |
| NBT Bank N A | 180 | $176.4K | 0.01% | +5+2.9% | Added |
| Corient IA LLC | 180 | $176.4K | 0.17% | +180 | New |
| Grove Bank & Trust | 182 | $178.4K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 185 | $181.3K | 0.15% | +23+14.2% | Added |
| Solstein Capital, LLC | 198 | $194.1K | 0.08% | −22−10.0% | Reduced |
| BankPlus Trust Department | 199 | $195.1K | 0.05% | −138−40.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 205 | $200.9K | 0.07% | +205 | New |
| Symphony Financial, Ltd. Co. | 205 | $200.9K | 0.03% | +205 | New |
| Sovran Advisors, LLC | 186 | $201.5K | 0.02% | +186 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 206 | $201.9K | 0.00% | +206 | New |
| Belpointe Asset Management LLC | 207 | $203.3K | 0.01% | −101−32.8% | Reduced |
| High Net Worth Advisory Group LLC | 208 | $204.0K | 0.05% | +208 | New |
| HBK Sorce Advisory LLC | 191 | $204.8K | 0.00% | +191 | New |
| Optas, LLC | 209 | $204.9K | 0.03% | −113−35.1% | Reduced |
| New Covenant Trust Company, N.A. | 209 | $204.9K | 0.18% | +209 | New |
| Guinness Asset Management LTD | 210 | $205.8K | 0.00% | +59+39.1% | Added |
| Choate Investment Advisors | 210 | $205.8K | 0.00% | +210 | New |
| Sage Capital Management, LLC | 210 | $207.0K | 0.10% | +210 | New |
| Empire Financial Management Company, LLC | 212 | $207.8K | 0.05% | +212 | New |
| Gold Investment Management Ltd. | 212 | $207.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 212 | $207.8K | 0.02% | +212 | New |
| Sowell Financial Services LLC | 212 | $207.8K | 0.01% | +212 | New |
| One Capital Management, LLC | 212 | $208.2K | 0.01% | +212 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 215 | $210.8K | 0.00% | +215 | New |
| Sargent Investment Group, LLC | 215 | $210.8K | 0.03% | +215 | New |
| Childress Capital Advisors, LLC | 215 | $210.9K | 0.04% | −70−24.6% | Reduced |
| FSM Wealth Advisors, LLC | 216 | $211.3K | 0.03% | +216 | New |
| Ewa, LLC | 218 | $213.5K | 0.05% | +218 | New |
| Baldwin Investment Management, LLC | 218 | $213.7K | 0.02% | +218 | New |
| Ausdal Financial Partners, Inc. | 219 | $214.5K | 0.01% | −499−69.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 220 | $215.7K | 0.01% | +220 | New |
| Grimes & Company, Inc. | 222 | $217.2K | 0.01% | +222 | New |
| Davidson Investment Advisors | 223 | $218.6K | 0.01% | +223 | New |
| Oak Ridge Investments LLC | 224 | $219.6K | 0.01% | +224 | New |
| Hirtle Callaghan & Co LLC | 224 | $219.6K | 0.01% | +224 | New |
| Zacks Investment Management | 224 | $219.6K | 0.00% | +224 | New |
| GenTrust, LLC | 226 | $221.6K | 0.01% | +226 | New |
| TRB Wealth Management, LLC | 227 | $222.5K | 0.03% | +227 | New |
| KC Investment Advisors, LLC | 228 | $223.5K | 0.05% | +228 | New |
| Cornerstone Wealth Group, LLC | 205 | $224.8K | 0.01% | +205 | New |
| Intrua Financial, LLC | 230 | $225.5K | 0.02% | −370−61.7% | Reduced |
| Riversedge Advisors, LLC | 230 | $225.5K | 0.04% | +230 | New |
| VectorGlobal IAG, Inc. | 230 | $225.5K | 0.06% | +230 | New |
| Relyea Zuckerberg Hanson LLC | 230 | $225.5K | 0.02% | +230 | New |
| Quent Capital, LLC | 230 | $225.5K | 0.02% | +26+12.7% | Added |
| Brookstone Capital Management | 230 | $225.8K | 0.00% | −44−16.1% | Reduced |
| Foundations Investment Advisors, LLC | 232 | $227.6K | 0.00% | −122−34.5% | Reduced |
| Everpar Advisors LLC | 233 | $228.4K | 0.08% | +233 | New |
| Umpqua Bank | 234 | $229.4K | 0.07% | +234 | New |
| Avidian Wealth Solutions, LLC | 234 | $229.6K | 0.01% | +234 | New |
| Tower Bridge Advisors | 235 | $230.4K | 0.02% | +235 | New |
| Invst, LLC | 236 | $231.3K | 0.03% | +236 | New |
| Keel Point, LLC | 236 | $231.4K | 0.02% | +236 | New |
| Cypress Capital Group | 237 | $232.3K | 0.03% | +237 | New |
| Resources Investment Advisors, LLC. | 239 | $234.3K | 0.00% | +239 | New |
| Markin Volterra Fund LP | 240 | $235.3K | 2.20% | +240 | New |
| AlphaCore Capital LLC | 241 | $236.2K | 0.01% | +241 | New |
| Umb Bank N A | 243 | $238.2K | 0.00% | +10+4.3% | Added |
| SageView Advisory Group, LLC | 244 | $239.2K | 0.01% | +22+9.9% | Added |
| Daymark Wealth Partners, LLC | 245 | $240.2K | 0.01% | +245 | New |
| Gryphon Financial Partners LLC | 245 | $240.3K | 0.03% | +245 | New |
