| Martin Investment Management, LLC | 909 | $282.0K | 0.07% | +122+15.5% | Added |
| Beacon Pointe Advisors, LLC | 907 | $281.0K | 0.01% | −91−9.1% | Reduced |
| CWA Asset Management Group, LLC | 905 | $280.0K | 0.02% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,020 | $279.0K | 0.07% | +1,020 | New |
| Thrivent Financial for Lutherans | 1,333 | $276.0K | 0.00% | −911−40.6% | Reduced |
| First National Bank of Hutchinson | 881 | $273.0K | 0.16% | +28+3.3% | Added |
| Leuthold Group, LLC | 872 | $270.0K | 0.03% | −9−1.0% | Reduced |
| Alta Capital Management LLC | 873 | $270.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 870 | $269.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 830 | $257.0K | 0.08% | +736+783.0% | Added |
| Veritable, L.P. | 822 | $255.0K | 0.00% | +2+0.2% | Added |
| Mission Wealth Management, LP | 807 | $250.0K | 0.01% | +807 | New |
| Bernardo Wealth Planning LLC | 805 | $249.0K | 0.12% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 803 | $248.7K | 0.24% | −750−48.3% | Reduced |
| Mark Stevens | 800 | $248.0K | 0.03% | +800 | New |
| Windsor Group LTD | 854 | $246.0K | 0.05% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 854 | $237.8K | 0.12% | +854 | New |
| Spire Wealth Management | 725 | $225.0K | 0.00% | +9+1.3% | Added |
| Castleview Partners, LLC | 69,682 | $225.0K | 0.00% | +69,682 | New |
| First Horizon Advisors, Inc. | 727 | $224.0K | 0.01% | −90−11.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 722 | $224.0K | 0.00% | +722 | New |
| Ellevest, Inc. | 720 | $223.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 709 | $219.6K | 0.02% | +709 | New |
| Stratos Wealth Partners, LTD. | 708 | $219.0K | 0.00% | +708 | New |
| American National Insurance Co | 700 | $217.0K | 0.05% | −6,000−89.6% | Reduced |
| Moody National Bank Trust Division | 700 | $217.0K | 0.01% | −6,000−89.6% | Reduced |
| Probity Advisors, Inc. | 702 | $217.0K | 0.04% | +702 | New |
| Cerity Partners LLC | 691 | $216.0K | 0.00% | +691 | New |
| Opal Wealth Advisors, LLC | 697 | $216.0K | 0.14% | +697 | New |
| Institute for Wealth Management, LLC. | 673 | $208.0K | 0.03% | +673 | New |
| Jag Capital Management, LLC | 665 | $206.0K | 0.02% | +665 | New |
| Cetera Advisors LLC | 665 | $206.0K | 0.00% | +665 | New |
| Paloma Partners Management Co | 659 | $204.0K | 0.01% | +659 | New |
| Dynamic Advisor Solutions LLC | 654 | $203.0K | 0.01% | −821−55.7% | Reduced |
| First American Bank | 654 | $203.0K | 0.01% | +654 | New |
| Titleist Asset Management, Ltd. | 648 | $201.0K | 0.04% | +648 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 645 | $200.0K | 0.04% | +645 | New |
| Stephenson National Bank & Trust | 638 | $198.0K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 633 | $196.0K | 0.01% | +26+4.3% | Added |
| Bollard Group LLC | 584 | $181.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 516 | $160.0K | 0.01% | +41+8.6% | Added |
| Rockefeller Capital Management L.P. | 512 | $157.0K | 0.00% | +83+19.3% | Added |
| Capital Advisors, Ltd. LLC | 471 | $146.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 463 | $143.0K | 0.00% | +463 | New |
| SRS Capital Advisors, Inc. | 458 | $142.0K | 0.02% | +9+2.0% | Added |
| Huntington National Bank | 453 | $140.0K | 0.00% | +320+240.6% | Added |
| Signaturefd, LLC | 447 | $138.0K | 0.00% | +79+21.5% | Added |
| Ellis Investment Partners, LLC | 438 | $135.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 419 | $130.0K | 0.00% | +79+23.2% | Added |
| GraniteShares Advisors LLC | 386 | $119.0K | 0.06% | +386 | New |
| Arlington Partners LLC | 382 | $118.0K | 0.03% | +382 | New |
| Alpha Paradigm Partners, LLC | 374 | $116.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 353 | $109.3K | 0.00% | −9,948−96.6% | Reduced |
| Freedman Financial Associates, Inc. | 345 | $107.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 315 | $98.0K | 0.01% | −6−1.9% | Reduced |
| USA Financial Portformulas Corp | 315 | $98.0K | 0.08% | +315 | New |
| Coastal Capital Group, Inc. | 281 | $87.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 258 | $80.0K | 0.00% | +258 | New |
| First Bank & Trust | 243 | $75.0K | 0.03% | −121−33.2% | Reduced |
| Quadrant Capital Group LLC | 243 | $75.0K | 0.01% | +28+13.0% | Added |
| GPS Wealth Strategies Group, LLC | 236 | $73.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 202 | $63.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 205 | $63.0K | 0.00% | +7+3.5% | Added |
| PrairieView Partners, LLC | 204 | $63.0K | 0.01% | +204 | New |
| Lindbrook Capital, LLC | 168 | $52.0K | 0.01% | +78+86.7% | Added |
| Zullo Investment Group, Inc. | 167 | $52.0K | 0.03% | +167 | New |
| MBM Wealth Consultants, LLC | 165 | $51.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 160 | $50.0K | 0.01% | −128−44.4% | Reduced |
| Harbor Investment Advisory, LLC | 156 | $48.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 153 | $47.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 123 | $38.1K | 0.00% | +1+0.8% | Added |
| Zions Bancorporation, N.A. | 120 | $37.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 119 | $36.9K | 0.00% | −70−37.0% | Reduced |
| Clearstead Advisors, LLC | 117 | $36.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $34.0K | 0.00% | +76+223.5% | Added |
| HC Financial Advisors Inc | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $31.0K | 0.06% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 100 | $31.0K | 0.02% | +100 | New |
| Brown Brothers Harriman & Co | 97 | $30.0K | 0.00% | −84−46.4% | Reduced |
| Covestor Ltd | 98 | $30.0K | 0.04% | +98 | New |
| Trustcore Financial Services, LLC | 90 | $28.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 90 | $28.0K | 0.00% | +90 | New |
| NEXT Financial Group, Inc | 87 | $27.0K | 0.00% | +9+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 84 | $26.0K | 0.00% | −512−85.9% | Reduced |
| Pinnacle Bancorp, Inc. | 84 | $26.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $25.0K | 0.00% | −14−14.6% | Reduced |
| West Paces Advisors Inc. | 80 | $24.8K | 0.01% | +23+40.4% | Added |
| Baldwin Brothers Inc | 74 | $23.0K | 0.00% | +8+12.1% | Added |
| Front Row Advisors LLC | 70 | $22.0K | 0.01% | −1−1.4% | Reduced |
| State of Wyoming | 69 | $21.0K | 0.01% | +37+115.6% | Added |
| Chilton Capital Management LLC | 68 | $21.0K | 0.00% | +68 | New |
| Stephens Consulting, LLC | 59 | $18.3K | 0.02% | +59 | New |
| Benjamin F. Edwards & Company, Inc. | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $17.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 56 | $17.0K | 0.00% | +56 | New |
| Jones Financial Companies LLLP | 52 | $16.0K | 0.00% | +20+62.5% | Added |
| MV Capital Management, Inc. | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $15.0K | 0.01% | +50 | New |
| First Manhattan Co | 46 | $14.0K | 0.00% | 00.0% | Unchanged |
