| Crestwood Advisors Group LLC | 136 | $229.9K | 0.00% | +136 | New |
| Central Trust Co | 136 | $229.9K | 0.00% | −7−4.9% | Reduced |
| IHT Wealth Management, LLC | 137 | $231.6K | 0.01% | −6−4.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 137 | $231.6K | 0.02% | −24−14.9% | Reduced |
| Beaumont Financial Advisors, LLC | 138 | $233.3K | 0.02% | −199−59.1% | Reduced |
| Howard Capital Management Inc. | 138 | $233.3K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 139 | $235.0K | 0.03% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 142 | $240.1K | 0.17% | −142−50.0% | Reduced |
| Harbour Capital Advisors, LLC | 147 | $241.6K | 0.05% | +147 | New |
| Portside Wealth Group, LLC | 143 | $241.8K | 0.03% | −137−48.9% | Reduced |
| Oarsman Capital, Inc. | 143 | $241.8K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 143 | $241.8K | 0.01% | +143 | New |
| We Are One Seven, LLC | 143 | $241.8K | 0.00% | +143 | New |
| Dorsey & Whitney Trust CO LLC | 145 | $245.5K | 0.01% | −68−31.9% | Reduced |
| Aprio Wealth Management, LLC | 146 | $246.8K | 0.01% | +1+0.7% | Added |
| SBI Securities Co., Ltd. | 147 | $248.5K | 0.01% | −87−37.2% | Reduced |
| Ariadne Wealth Management, LP | 188 | $251.5K | 0.10% | −95−33.6% | Reduced |
| Sunflower Bank, N.A. | 150 | $253.6K | 0.06% | −17−10.2% | Reduced |
| Clarkston Capital Partners, LLC | 150 | $253.6K | 0.01% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 150 | $253.6K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 151 | $255.3K | 0.02% | −16−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 151 | $255.3K | 0.03% | +7+4.9% | Added |
| Smartleaf Asset Management LLC | 148 | $258.4K | 0.01% | +26+21.3% | Added |
| Qtron Investments LLC | 153 | $258.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 153 | $258.7K | 0.02% | +10+7.0% | Added |
| Capstone Investment Advisors, LLC | 154 | $260.4K | 0.00% | −557−78.3% | Reduced |
| Matters Capital LLC | 154 | $260.4K | 0.21% | +154 | New |
| LGT Fund Management Co Ltd. | 150 | $261.9K | 0.02% | +150 | New |
| Commerzbank Aktiengesellschaft | 155 | $262.0K | 0.01% | +155 | New |
| ABLE Financial Group, LLC | 155 | $262.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 155 | $262.0K | 0.00% | +12+8.4% | Added |
| Zions Bancorporation, National Association | 155 | $262.0K | 0.01% | +15+10.7% | Added |
| Integrated Investment Consultants, LLC | 156 | $263.7K | 0.05% | +156 | New |
| Everpar Advisors LLC | 156 | $263.7K | 0.10% | −71−31.3% | Reduced |
| CWA Asset Management Group, LLC | 156 | $263.7K | 0.01% | +18+13.0% | Added |
| OpenArc Corporate Advisory, LLC | 157 | $265.4K | 0.00% | +157 | New |
| Perigon Wealth Management, LLC | 157 | $265.5K | 0.00% | +157 | New |
| MBL Wealth, LLC | 158 | $267.1K | 0.02% | +158 | New |
| Hennion & Walsh Asset Management, Inc. | 161 | $272.2K | 0.01% | −507−75.9% | Reduced |
| International Assets Investment Management, LLC | 162 | $273.9K | 0.02% | −36−18.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 163 | $275.6K | 0.02% | +6+3.8% | Added |
| WestHill Financial Advisors, Inc. | 164 | $277.3K | 0.05% | 00.0% | Unchanged |
| Insight Inv LLC | 164 | $277.3K | 0.16% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 164 | $277.3K | 0.01% | +164 | New |
| Advus Financial Partners, LLC | 166 | $280.6K | 0.07% | −88−34.6% | Reduced |
| Secure Asset Management, LLC | 166 | $281.2K | 0.04% | −9−5.1% | Reduced |
| SNS Financial Group, LLC | 168 | $284.0K | 0.02% | +2+1.2% | Added |
| Pinnacle Associates Ltd | 172 | $290.8K | 0.00% | +8+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 172 | $290.8K | 0.02% | +8+4.9% | Added |
| Raiffeisen Bank International AG | 168 | $293.3K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 174 | $294.2K | 0.02% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 178 | $300.9K | 0.01% | −91−33.8% | Reduced |
| Argyle Capital Partners, LLC | 178 | $300.9K | 0.22% | −32−15.2% | Reduced |
| Allen Investment Management LLC | 178 | $300.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 180 | $304.3K | 0.00% | −40−18.2% | Reduced |
| Harbour Investment Management LLC | 180 | $304.3K | 0.16% | −20−10.0% | Reduced |
| HighPoint Advisor Group LLC | 180 | $304.3K | 0.01% | +20+12.5% | Added |
| BlueStem Wealth Partners, LLC | 182 | $307.7K | 0.03% | +1+0.6% | Added |
| DF Dent & Co Inc | 183 | $309.4K | 0.00% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 185 | $312.8K | 0.05% | −50−21.3% | Reduced |
| Biltmore Family Office, LLC | 185 | $312.8K | 0.04% | 00.0% | Unchanged |
| Zacks Investment Management | 186 | $313.6K | 0.00% | +186 | New |
| CM Wealth Advisors LLC | 187 | $316.1K | 0.07% | +187 | New |
| Catalyst Funds Management Pty Ltd | 190 | $321.2K | 0.07% | +190 | New |
| Angeles Wealth Management, LLC | 190 | $321.2K | 0.02% | +190 | New |
| Advisor OS, LLC | 191 | $322.9K | 0.03% | +43+29.1% | Added |
| Baron Wealth Management LLC | 192 | $324.6K | 0.10% | +192 | New |
| Valeo Financial Advisors, LLC | 194 | $328.0K | 0.01% | +194 | New |
| Curated Wealth Partners LLC | 194 | $328.0K | 0.04% | +194 | New |
| Eagle Strategies LLC | 196 | $331.4K | 0.04% | +2+1.0% | Added |
| Occidental Asset Management, LLC | 197 | $333.1K | 0.04% | +36+22.4% | Added |
| Texas Yale Capital Corp. | 197 | $333.1K | 0.01% | +45+29.6% | Added |
| Intech Investment Management LLC | 200 | $338.1K | 0.00% | −1,952−90.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 200 | $338.1K | 0.13% | −200−50.0% | Reduced |
| Kestra Private Wealth Services, LLC | 200 | $338.1K | 0.00% | −127−38.8% | Reduced |
| ODonnell Financial Services, LLC | 200 | $338.1K | 0.12% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 200 | $338.1K | 0.14% | 00.0% | Unchanged |
| GFS Advisors, LLC | 200 | $338.1K | 0.04% | +200 | New |
| McLean Asset Management Corp | 211 | $341.5K | 0.06% | +3+1.4% | Added |
| Picton Mahoney Asset Management | 202 | $341.5K | 0.00% | +202 | New |
| Leonteq Securities AG | 204 | $344.9K | 0.02% | −516−71.7% | Reduced |
| Claret Asset Management Corp | 205 | $346.0K | 0.04% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 207 | $350.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 208 | $351.6K | 0.00% | +6+3.0% | Added |
| Citizens Financial Group Inc | 208 | $351.6K | 0.00% | +39+23.1% | Added |
| Wakefield Asset Management LLLP | 209 | $353.3K | 0.10% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 210 | $355.0K | 0.01% | −1−0.5% | Reduced |
| George Kaiser Family Foundation | 217 | $366.9K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 219 | $370.0K | 0.01% | +4+1.9% | Added |
| Boothbay Fund Management, LLC | 219 | $370.2K | 0.01% | +56+34.4% | Added |
| AlTi Global, Inc. | 219 | $370.5K | 0.01% | −17−7.2% | Reduced |
| PFG Investments, LLC | 221 | $373.6K | 0.02% | −101−31.4% | Reduced |
| Ariel Investments, LLC | 221 | $373.6K | 0.00% | −2−0.9% | Reduced |
| Dougherty Wealth Advisers LLC | 223 | $377.0K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 223 | $377.0K | 0.04% | +3+1.4% | Added |
| Bell Bank | 225 | $380.4K | 0.02% | −8−3.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 225 | $380.4K | 0.01% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 225 | $380.4K | 0.05% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 227 | $383.8K | 0.04% | −15−6.2% | Reduced |
| Phillips Financial Management, LLC | 227 | $383.8K | 0.02% | +3+1.3% | Added |
