| Hantz Financial Services, Inc. | 455 | $119.0K | 0.00% | +192+73.0% | Added |
| Federated Hermes, Inc. | 458 | $119.6K | 0.00% | +458 | New |
| Meeder Asset Management Inc | 500 | $130.6K | 0.01% | +500 | New |
| Hager Investment Management Services, LLC | 506 | $132.2K | 0.07% | +39+8.4% | Added |
| Kentucky Trust Co | 555 | $145.0K | 0.08% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 560 | $146.2K | 0.03% | +560 | New |
| Massmutual Trust Co FSB | 569 | $148.6K | 0.00% | +7+1.2% | Added |
| EverSource Wealth Advisors, LLC | 571 | $149.2K | 0.01% | +19+3.4% | Added |
| Smithfield Trust Co | 591 | $155.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 597 | $156.0K | 0.00% | +149+33.3% | Added |
| IFC & Insurance Marketing, Inc. | 634 | $166.0K | 0.16% | +634 | New |
| Brown Brothers Harriman & Co | 650 | $169.8K | 0.00% | +245+60.5% | Added |
| Capital Analysts, LLC | 651 | $170.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 660 | $172.4K | 0.10% | −34−4.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 670 | $175.0K | 0.04% | +650+3,250.0% | Added |
| FIL Ltd | 708 | $185.0K | 0.00% | +46+6.9% | Added |
| Garton & Associates Financial Advisors LLC | 721 | $188.3K | 0.11% | +721 | New |
| Dearborn Partners LLC | 775 | $202.5K | 0.01% | +775 | New |
| Bigelow Investment Advisors, LLC | 776 | $202.7K | 0.08% | +776 | New |
| BNP Paribas | 780 | $203.8K | 0.01% | +70+9.9% | Added |
| Quantum Financial Advisors, LLC | 782 | $204.3K | 0.02% | +782 | New |
| Evercore Wealth Management, LLC | 783 | $204.5K | 0.00% | +783 | New |
| Field & Main Bank | 785 | $205.1K | 0.06% | +140+21.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $208.9K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $209.0K | 0.02% | +800 | New |
| Huntington National Bank | 806 | $210.6K | 0.00% | +53+7.0% | Added |
| Sage Mountain Advisors LLC | 808 | $211.0K | 0.01% | +808 | New |
| Barnes Dennig Private Wealth Management LLC | 810 | $211.6K | 0.21% | +212+35.5% | Added |
| Capstone Wealth Management, Inc. | 772 | $211.8K | 0.19% | +772 | New |
| Fifth Third Wealth Advisors LLC | 818 | $213.7K | 0.01% | +818 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 819 | $213.9K | 0.01% | +819 | New |
| Fortis Capital Management LLC | 828 | $216.3K | 0.03% | +828 | New |
| HighPoint Advisor Group LLC | 832 | $217.3K | 0.00% | +832 | New |
| Crestwood Advisors Group LLC | 833 | $217.7K | 0.00% | +833 | New |
| ShoreHaven Wealth Partners, LLC | 834 | $217.9K | 0.08% | +834 | New |
| Boston Trust Walden Corp | 835 | $218.1K | 0.00% | +835 | New |
| Wedmont Private Capital | 915 | $220.6K | 0.01% | +915 | New |
| Ritter Daniher Financial Advisory LLC | 845 | $220.7K | 0.04% | +845 | New |
| EP Wealth Advisors, LLC | 854 | $223.0K | 0.00% | +854 | New |
| Regions Financial Corp | 857 | $223.9K | 0.00% | +857 | New |
| First Heartland Consultants, Inc. | 871 | $227.5K | 0.02% | +871 | New |
| Roberts Glore & Co Inc | 872 | $227.8K | 0.06% | −85−8.9% | Reduced |
| Sigma Planning Corp | 873 | $227.9K | 0.01% | +873 | New |
| Quarry LP | 873 | $228.1K | 0.04% | +689+374.5% | Added |
| PDS Planning, Inc | 874 | $228.3K | 0.02% | +874 | New |
| New Republic Capital, LLC | 874 | $228.3K | 0.06% | +874 | New |
| Meiji Yasuda Asset Management Co Ltd. | 877 | $229.1K | 0.01% | +877 | New |
| True North Advisors, LLC | 879 | $229.6K | 0.03% | +879 | New |
| Evergreen Capital Management LLC | 879 | $229.6K | 0.01% | +879 | New |
| LMCG Investments, LLC | 885 | $231.2K | 0.01% | −125−12.4% | Reduced |
| South Shore Capital Advisors | 889 | $232.2K | 0.17% | +889 | New |
| Welch Group, LLC | 890 | $232.5K | 0.01% | +890 | New |
| Green Ridge Wealth Planning LLC | 894 | $233.5K | 0.12% | +894 | New |
| Community Financial Services Group, LLC | 903 | $235.9K | 0.04% | +903 | New |
| Choate Investment Advisors | 909 | $237.5K | 0.00% | +909 | New |
| CMG Global Holdings, LLC | 1,000 | $238.1K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 915 | $239.0K | 0.02% | −60−6.2% | Reduced |
| Ameritas Advisory Services, LLC | 927 | $242.2K | 0.01% | +927 | New |
| Tiaa Trust, National Association | 927 | $242.2K | 0.00% | +927 | New |
| Independent Advisor Alliance | 928 | $242.4K | 0.01% | +4+0.4% | Added |
| Frec Markets, Inc. | 930 | $243.1K | 0.07% | +930 | New |
| AlphaCore Capital LLC | 937 | $244.8K | 0.01% | +937 | New |
| Abundance Wealth Counselors | 942 | $246.1K | 0.04% | −227−19.4% | Reduced |
| Impact Partnership Wealth, LLC | 945 | $246.9K | 0.03% | +945 | New |
| Ingalls & Snyder LLC | 945 | $247.0K | 0.01% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 950 | $248.2K | 0.16% | −300−24.0% | Reduced |
| Equitable Holdings, Inc. | 955 | $249.5K | 0.00% | −292−23.4% | Reduced |
| Focus Financial Network, Inc. | 967 | $252.6K | 0.01% | −50−4.9% | Reduced |
| We Are One Seven, LLC | 967 | $252.6K | 0.01% | +20+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 969 | $253.0K | 0.01% | +10+1.0% | Added |
| Pine Haven Investment Counsel, Inc | 974 | $254.4K | 0.18% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 974 | $254.5K | 0.01% | +974 | New |
| Ameritas Investment Partners, Inc. | 978 | $255.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 979 | $255.7K | 0.02% | 00.0% | Unchanged |
| Capstone Capital Management Ltd | 983 | $256.8K | 0.25% | +983 | New |
| Banco BTG Pactual S.A. | 984 | $257.1K | 0.05% | +984 | New |
| AlTi Global, Inc. | 989 | $258.4K | 0.01% | +989 | New |
| Groupama Asset Managment | 994 | $259.7K | 0.00% | −94−8.6% | Reduced |
| Cornerstone Capital, Inc. | 995 | $259.9K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 996 | $260.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 998 | $260.7K | 0.01% | −15−1.5% | Reduced |
| Board of the Pension Protection Fund | 1,000 | $261.2K | 0.25% | −2,700−73.0% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $261.2K | 0.48% | −1,000−50.0% | Reduced |
| Gabelli Funds LLC | 1,000 | $261.2K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,015 | $265.1K | 0.01% | +103+11.3% | Added |
| Fideuram Asset Management (Ireland) dac | 1,588 | $267.1K | 0.02% | +1,588 | New |
| Arkadios Wealth Advisors | 1,026 | $268.0K | 0.01% | −250−19.6% | Reduced |
| Allied Investment Advisors, LLC | 1,027 | $268.3K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,036 | $270.6K | 0.22% | +1,036 | New |
| New England Research & Management, Inc. | 1,050 | $274.3K | 0.12% | +1,050 | New |
| Phoenix Holdings Ltd. | 1,051 | $274.5K | 0.00% | +1,051 | New |
| Ieq Capital, LLC | 1,067 | $278.7K | 0.00% | +1,067 | New |
| American Trust Investment Advisors, LLC | 1,070 | $279.5K | 0.15% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,090 | $284.9K | 0.00% | +1,090 | New |
| Two Sigma Advisers, LP | 1,119 | $292.3K | 0.00% | +1,119 | New |
| Close Asset Management Ltd | 1,125 | $294.0K | 0.01% | +180+19.0% | Added |
| CoreCap Advisors, LLC | 1,135 | $296.5K | 0.01% | +627+123.4% | Added |
| Prelude Capital Management, LLC | 1,136 | $296.8K | 0.02% | −295−20.6% | Reduced |
| Centaurus Financial, Inc. | 1,144 | $299.0K | 0.01% | +518+82.7% | Added |
| Great Lakes Advisors, LLC | 1,154 | $301.5K | 0.00% | +1,154 | New |
