| KB Financial Partners, LLC | 112 | $71.0K | 0.03% | −13−10.4% | Reduced |
| American National Bank | 117 | $74.0K | 0.02% | +101+631.3% | Added |
| Castleview Partners, LLC | 118 | $75.0K | 0.03% | +118 | New |
| Creative Financial Designs Inc | 129 | $81.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 128 | $81.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 130 | $82.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 130 | $82.0K | 0.01% | +21+19.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $82.0K | 0.61% | +130 | New |
| Baystate Wealth Management LLC | 136 | $86.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 138 | $87.0K | 0.01% | −4−2.8% | Reduced |
| AlphaCentric Advisors LLC | 137 | $87.0K | 0.02% | +17+14.2% | Added |
| Leonteq Securities AG | 156 | $98.5K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $107.0K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 177 | $113.0K | 0.09% | +177 | New |
| Caldwell Trust Co | 180 | $113.7K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 185 | $116.0K | 0.09% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 185 | $117.0K | 0.01% | +65+54.2% | Added |
| Asset Dedication, LLC | 190 | $118.0K | 0.02% | +75+65.2% | Added |
| Dougherty Wealth Advisers LLC | 190 | $120.0K | 0.18% | 00.0% | Unchanged |
| CVA Family Office, LLC | 194 | $123.0K | 0.04% | +129+198.5% | Added |
| Altshuler Shaham Ltd | 196 | $124.0K | 0.00% | −663−77.2% | Reduced |
| Bartlett & Co. LLC | 200 | $126.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $126.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 203 | $128.0K | 0.01% | +5+2.5% | Added |
| Capital Advisors, Ltd. LLC | 212 | $134.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 216 | $136.0K | 0.07% | +67+45.0% | Added |
| Glassman Wealth Services | 217 | $137.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 221 | $140.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 230 | $145.0K | 0.01% | −28−10.9% | Reduced |
| Brown Brothers Harriman & Co | 238 | $150.0K | 0.00% | −41−14.7% | Reduced |
| Smithfield Trust Co | 246 | $155.0K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 250 | $158.0K | 0.23% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 251 | $159.0K | 0.00% | +44+21.3% | Added |
| AGF Investments LLC | 252 | $159.0K | 0.02% | +252 | New |
| Belpointe Asset Management LLC | 275 | $173.0K | 0.01% | −1,183−81.1% | Reduced |
| Endurance Wealth Management, Inc. | 287 | $181.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 287 | $181.0K | 0.03% | +80+38.6% | Added |
| Atlantic Trust, LLC | 287 | $181.0K | 0.12% | +287 | New |
| Tobam | 288 | $182.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 302 | $191.0K | 0.00% | −129−29.9% | Reduced |
| Concord Wealth Partners | 311 | $196.0K | 0.06% | −3−1.0% | Reduced |
| First Horizon Advisors, Inc. | 316 | $198.0K | 0.01% | −144−31.3% | Reduced |
| AdvisorNet Financial, Inc | 314 | $198.0K | 0.01% | +14+4.7% | Added |
| First Midwest Bank Trust Division | 325 | $205.0K | 0.03% | −130−28.6% | Reduced |
| Arete Wealth Advisors, LLC | 412 | $206.0K | 0.03% | −1−0.2% | Reduced |
| Financial Consulate, Inc | 326 | $206.0K | 0.07% | +326 | New |
| Hudson Capital Management LLC | 326 | $206.0K | 0.09% | +326 | New |
| Financial Consulate Inc. | 326 | $206.0K | 0.07% | +326 | New |
| Hengehold Capital Management LLC | 329 | $208.0K | 0.03% | +329 | New |
| Kestra Private Wealth Services, LLC | 331 | $209.0K | 0.01% | +331 | New |
| Apollon Wealth Management, LLC | 331 | $209.0K | 0.04% | +331 | New |
| FourThought Financial, LLC | 336 | $212.0K | 0.03% | −200−37.3% | Reduced |
| Cozad Asset Management Inc | 341 | $215.0K | 0.03% | +341 | New |
| Allred Capital Management, LLC | 348 | $219.0K | 0.11% | −37−9.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 314 | $219.0K | 0.01% | +314 | New |
| Moody National Bank Trust Division | 346 | $219.0K | 0.00% | +346 | New |
| DRW Securities, LLC | 348 | $220.0K | 0.03% | +348 | New |
| International Assets Investment Management, LLC | 351 | $222.0K | 0.04% | +3+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 352 | $223.0K | 0.02% | +352 | New |
| Pinnacle Wealth Planning Services, Inc. | 354 | $223.0K | 0.05% | +354 | New |
| BOK Financial Private Wealth, Inc. | 355 | $224.0K | 0.02% | +355 | New |
| Waldron Private Wealth LLC | 356 | $224.0K | 0.01% | +356 | New |
| Mission Creek Capital Partners, Inc. | 355 | $224.0K | 0.04% | +355 | New |
| Lake Street Advisors Group, LLC | 333 | $225.0K | 0.02% | +333 | New |
| Ibex Wealth Advisors | 361 | $228.0K | 0.05% | +361 | New |
| West Family Investments, Inc. | 363 | $229.0K | 0.06% | +363 | New |
| Lester Murray Antman dba SimplyRich | 364 | $229.0K | 0.11% | +364 | New |
| Jump Financial, LLC | 364 | $230.0K | 0.02% | −315−46.4% | Reduced |
| Coldstream Capital Management Inc | 364 | $230.0K | 0.01% | +364 | New |
| Independent Financial Group, LLC | 367 | $231.8K | 0.02% | +367 | New |
| Wrapmanager Inc | 367 | $232.0K | 0.06% | +367 | New |
| Teza Capital Management LLC | 369 | $233.0K | 0.04% | +369 | New |
| Holderness Investments Co | 371 | $234.0K | 0.08% | +371 | New |
| Bay Rivers Group | 372 | $235.0K | 0.17% | +372 | New |
| First National Bank of Omaha | 487 | $238.0K | 0.01% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 377 | $238.0K | 0.05% | −59−13.5% | Reduced |
| Montis Financial, LLC | 377 | $238.0K | 0.20% | +377 | New |
| ProVise Management Group, LLC | 380 | $240.0K | 0.02% | +380 | New |
| SRS Capital Advisors, Inc. | 382 | $241.0K | 0.03% | +382 | New |
| Quadrant Capital Group LLC | 383 | $242.0K | 0.04% | +20+5.5% | Added |
| Greenwich Wealth Management LLC | 383 | $242.0K | 0.02% | +383 | New |
| Proficio Capital Partners LLC | 383 | $242.0K | 0.03% | +383 | New |
| Sustainable Growth Advisers, LP | 385 | $243.0K | 0.00% | +385 | New |
| Resources Investment Advisors, LLC. | 392 | $248.0K | 0.01% | +392 | New |
| MJP Associates Inc | 399 | $252.0K | 0.09% | −22−5.2% | Reduced |
| Paradigm Asset Management Co LLC | 400 | $252.6K | 0.06% | −100−20.0% | Reduced |
| Delta Asset Management LLC | 400 | $253.0K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 400 | $253.0K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 400 | $253.0K | 0.05% | +400 | New |
| First Interstate Bank | 400 | $253.0K | 0.03% | +400 | New |
| Griffin Asset Management, Inc. | 408 | $258.0K | 0.03% | −37−8.3% | Reduced |
| Guyasuta Investment Advisors Inc | 408 | $258.0K | 0.02% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 408 | $258.0K | 0.02% | +408 | New |
| Hall Laurie J Trustee | 415 | $262.0K | 0.10% | −10−2.4% | Reduced |
| Savant Capital, LLC | 419 | $265.0K | 0.01% | +419 | New |
| Financial Management Network Inc | 417 | $270.0K | 0.14% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 428 | $270.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 430 | $272.0K | 0.00% | −677−61.2% | Reduced |
| North Star Asset Management Inc | 430 | $272.0K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 430 | $272.0K | 0.05% | +1+0.2% | Added |
