| Whittier Trust Co of Nevada Inc | 564 | $139.9K | 0.01% | −500−47.0% | Reduced |
| Bangor Savings Bank | 565 | $140.0K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 565 | $140.0K | 0.08% | +565 | New |
| Zions Bancorporation, N.A. | 574 | $142.4K | 0.01% | +31+5.7% | Added |
| Kelly Financial Services LLC | 600 | $149.0K | 0.08% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 601 | $149.1K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 611 | $151.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 626 | $155.0K | 0.02% | −240−27.7% | Reduced |
| First Command Financial Services, Inc. | 626 | $155.0K | 0.02% | −240−27.7% | Reduced |
| Itau Unibanco Holding S.A. | 669 | $166.7K | 0.01% | −84−11.2% | Reduced |
| Rock Creek Group, LP | 673 | $167.0K | 0.02% | +201+42.6% | Added |
| Rosenberg Matthew Hamilton | 687 | $170.4K | 0.06% | +7+1.0% | Added |
| First Personal Financial Services | 696 | $172.7K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 700 | $173.7K | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 713 | $176.8K | 0.07% | +713 | New |
| 3Chopt Investment Partners, LLC | 717 | $177.9K | 0.10% | +717 | New |
| NewSquare Capital LLC | 720 | $178.6K | 0.02% | +35+5.1% | Added |
| Gradient Investments LLC | 722 | $179.2K | 0.01% | +6+0.8% | Added |
| Skylands Capital, LLC | 750 | $186.1K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 811 | $201.0K | 0.23% | +811 | New |
| Baldwin Brothers Inc | 813 | $201.7K | 0.02% | +663+442.0% | Added |
| Asset Management Corp | 815 | $202.2K | 0.17% | +815 | New |
| Meridian Wealth Advisors, LLC | 815 | $202.2K | 0.05% | +815 | New |
| Austin Private Wealth, LLC | 817 | $202.7K | 0.04% | +817 | New |
| Bollard Group LLC | 817 | $203.0K | 0.01% | +5+0.6% | Added |
| FFT Wealth Management LLC | 819 | $203.2K | 0.03% | +819 | New |
| Guardian Wealth Advisors, LLC | 820 | $203.4K | 0.04% | +820 | New |
| Von Berge Wealth Management Group, LLC | 905 | $205.9K | 0.19% | 00.0% | Unchanged |
| Courier Capital LLC | 830 | $205.9K | 0.02% | +830 | New |
| Pin Oak Investment Advisors Inc | 829 | $206.0K | 0.25% | +25+3.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 829 | $206.1K | 0.07% | +829 | New |
| Concord Wealth Partners | 835 | $207.2K | 0.06% | −874−51.1% | Reduced |
| Charter Trust Co | 842 | $208.9K | 0.02% | +842 | New |
| Compagnie Lombard Odier SCmA | 840 | $209.0K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 871 | $210.0K | 0.07% | +871 | New |
| Adell Harriman & Carpenter Inc | 849 | $210.6K | 0.02% | +849 | New |
| FinTrust Capital Advisors, LLC | 850 | $210.9K | 0.05% | −35−4.0% | Reduced |
| Benchmark Investment Advisors LLC | 850 | $210.9K | 0.22% | +850 | New |
| Boston Research & Management Inc | 854 | $211.0K | 0.07% | +854 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 856 | $212.3K | 0.09% | +856 | New |
| WealthTrust Axiom LLC | 856 | $212.5K | 0.07% | +856 | New |
| Washington Trust Bank | 863 | $214.0K | 0.02% | +863 | New |
| Redwood Financial Network Corp | 865 | $214.5K | 0.24% | −115−11.7% | Reduced |
| SkyView Investment Advisors, LLC | 867 | $215.0K | 0.07% | −260−23.1% | Reduced |
| Clearstead Advisors, LLC | 867 | $215.1K | 0.02% | −8−0.9% | Reduced |
| Cozad Asset Management Inc | 867 | $215.1K | 0.03% | +867 | New |
| Green Harvest Asset Management LLC | 867 | $215.1K | 0.01% | +867 | New |
| First Capital Advisors Group, LLC. | 867 | $215.1K | 0.15% | −260−23.1% | Reduced |
| Principal Street Partners, LLC | 867 | $215.2K | 0.05% | +867 | New |
| Carmel Capital Partners, LLC | 868 | $215.4K | 0.15% | +868 | New |
| Bill Few Associates, Inc. | 870 | $215.9K | 0.13% | +870 | New |
| Twin Focus Capital Partners, LLC | 871 | $216.1K | 0.05% | +871 | New |
| Jump Financial, LLC | 874 | $216.8K | 0.01% | −4,620−84.1% | Reduced |
| Acorn Wealth Advisors, LLC | 875 | $217.0K | 0.17% | +875 | New |
| Parsons Capital Management Inc | 885 | $219.5K | 0.02% | +885 | New |
| Silverlake Wealth Management LLC | 889 | $220.7K | 0.14% | +889 | New |
| Waters Parkerson & Co., LLC | 892 | $221.0K | 0.01% | +892 | New |
| Accredited Investors Inc. | 892 | $221.3K | 0.02% | −126−12.4% | Reduced |
| Heritage Trust Co | 894 | $221.8K | 0.04% | +894 | New |
| Summit Trail Advisors, LLC | 896 | $222.4K | 0.01% | +896 | New |
| Harbour Investments, Inc. | 897 | $222.5K | 0.01% | +217+31.9% | Added |
| Shorepoint Capital Partners LLC | 900 | $223.0K | 0.06% | +900 | New |
| Helen Stephens Group, LLC | 900 | $223.3K | 0.13% | +900 | New |
| Canvas Wealth Advisors, LLC | 943 | $223.5K | 0.09% | +27+2.9% | Added |
| Grimes & Company, Inc. | 901 | $223.5K | 0.01% | +901 | New |
| Athena Investment Management | 902 | $223.8K | 0.16% | +902 | New |
| Heritage Investors Management Corp | 902 | $224.0K | 0.01% | +902 | New |
| Appleton Partners Inc | 904 | $224.0K | 0.02% | +904 | New |
| Copperwynd Financial, LLC | 905 | $224.5K | 0.13% | +905 | New |
| Tilia Fiduciary Partners, Inc. | 906 | $224.8K | 0.22% | +82+10.0% | Added |
| Hamilton Capital, LLC | 906 | $224.8K | 0.01% | +906 | New |
| DGS Capital Management, LLC | 907 | $225.0K | 0.15% | +907 | New |
| Beacon Investment Advisory Services, Inc. | 908 | $225.3K | 0.01% | +908 | New |
| Cyndeo Wealth Partners, LLC | 911 | $226.0K | 0.03% | +911 | New |
| Salvus Wealth Management, LLC | 913 | $226.5K | 0.21% | +913 | New |
| Stewardship Advisors, LLC | 921 | $228.5K | 0.09% | +921 | New |
| Aull & Monroe Investment Management Corp | 925 | $229.5K | 0.11% | +925 | New |
| Walter & Keenan Financial Consulting Co | 926 | $229.8K | 0.09% | +926 | New |
| Paces Ferry Wealth Advisors, LLC | 928 | $230.2K | 0.22% | +928 | New |
| Headinvest, LLC | 931 | $231.0K | 0.05% | +931 | New |
| First Financial Corp | 934 | $231.7K | 0.14% | −120−11.4% | Reduced |
| Montchanin Asset Management, LLC | 935 | $232.0K | 0.32% | +935 | New |
| CRA Financial Services, LLC | 936 | $232.2K | 0.08% | +936 | New |
| Capital Advisors, Ltd. LLC | 1,343 | $233.0K | 0.04% | +399+42.3% | Added |
| Aua Capital Management, LLC | 940 | $233.2K | 0.16% | 00.0% | Unchanged |
| M. Kraus & Co | 943 | $234.0K | 0.09% | +943 | New |
| Lindbrook Capital, LLC | 944 | $234.2K | 0.03% | +219+30.2% | Added |
| Measured Wealth Private Client Group, LLC | 945 | $234.5K | 0.10% | −25−2.6% | Reduced |
| Allred Capital Management, LLC | 947 | $234.9K | 0.13% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 950 | $235.7K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 950 | $235.7K | 0.16% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 950 | $236.0K | 0.15% | +6+0.6% | Added |
| Revolve Wealth Partners, LLC | 952 | $236.2K | 0.07% | +952 | New |
| FLC Capital Advisors | 955 | $236.9K | 0.07% | −84−8.1% | Reduced |
| Jeppson Wealth Management, LLC | 955 | $236.9K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 957 | $237.4K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 958 | $237.7K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 964 | $239.4K | 0.02% | +964 | New |
| Lakewood Asset Management LLC | 967 | $240.0K | 0.19% | +967 | New |
| CWA Asset Management Group, LLC | 969 | $240.4K | 0.02% | +969 | New |
