| Stephenson National Bank & Trust | 295 | $163.7K | 0.08% | −20−6.3% | Reduced |
| Leonteq Securities AG | 299 | $166.0K | 0.02% | −1,127−79.0% | Reduced |
| Alta Advisers Ltd | 300 | $166.5K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 303 | $168.2K | 0.02% | +55+22.2% | Added |
| EverSource Wealth Advisors, LLC | 310 | $172.1K | 0.02% | +51+19.7% | Added |
| Concord Wealth Partners | 311 | $172.6K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 315 | $173.3K | 0.00% | −17−5.1% | Reduced |
| Rothschild Investment LLC | 321 | $178.2K | 0.01% | +321 | New |
| Baystate Wealth Management LLC | 322 | $178.7K | 0.01% | +14+4.5% | Added |
| Tobam | 323 | $179.0K | 0.02% | −204−38.7% | Reduced |
| Rise Advisors, LLC | 324 | $179.8K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 359 | $186.7K | 0.01% | +15+4.4% | Added |
| HCR Wealth Advisors | 362 | $200.9K | 0.03% | +362 | New |
| FourThought Financial Partners, LLC | 362 | $200.9K | 0.03% | +362 | New |
| Icon Wealth Advisors, LLC | 362 | $200.9K | 0.02% | +362 | New |
| Lester Murray Antman dba SimplyRich | 364 | $202.0K | 0.07% | +364 | New |
| Prospera Financial Services Inc | 364 | $202.0K | 0.01% | +364 | New |
| BlueChip Wealth Advisors LLC | 365 | $202.6K | 0.14% | +365 | New |
| Cambridge Trust Co | 372 | $206.5K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 373 | $207.0K | 0.03% | +373 | New |
| Centurion Wealth Management LLC | 374 | $207.6K | 0.09% | +374 | New |
| Foundations Investment Advisors, LLC | 397 | $209.3K | 0.01% | −96−19.5% | Reduced |
| Harbor Investment Advisory, LLC | 379 | $210.4K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 380 | $210.9K | 0.02% | +380 | New |
| Torray LLC | 384 | $213.1K | 0.03% | −9,008−95.9% | Reduced |
| Haverford Trust Co | 384 | $213.1K | 0.00% | +384 | New |
| Aptus Capital Advisors, LLC | 384 | $213.1K | 0.01% | +384 | New |
| Fiduciary Group LLC | 387 | $214.8K | 0.03% | +387 | New |
| Fisher Asset Management, LLC | 395 | $219.4K | 0.00% | −260−39.7% | Reduced |
| Concurrent Investment Advisors, LLC | 398 | $220.9K | 0.01% | +398 | New |
| OneAscent Financial Services LLC | 399 | $221.0K | 0.03% | +399 | New |
| Forza Wealth Management, LLC | 400 | $222.0K | 0.12% | −1,200−75.0% | Reduced |
| Cannell Peter B & Co Inc | 400 | $222.0K | 0.01% | +400 | New |
| Puzo Michael J | 400 | $222.0K | 0.07% | +400 | New |
| Insight Folios Inc | 400 | $222.0K | 0.10% | +400 | New |
| Waypoint Capital Advisors, LLC | 400 | $222.0K | 0.06% | +400 | New |
| Westmount Partners, LLC | 400 | $222.0K | 0.09% | +400 | New |
| Carnegie Capital Asset Management, LLC | 401 | $222.6K | 0.01% | +401 | New |
| Delta Asset Management LLC | 402 | $223.1K | 0.02% | +2+0.5% | Added |
| Financial Management Network Inc | 417 | $224.1K | 0.07% | +417 | New |
| HTG Investment Advisors, Inc. | 404 | $224.2K | 0.15% | +404 | New |
| Trueblood Wealth Management, LLC | 410 | $227.6K | 0.14% | +410 | New |
| Close Asset Management Ltd | 410 | $228.0K | 0.01% | +30+7.9% | Added |
| CX Institutional | 411 | $228.1K | 0.01% | +411 | New |
| WR Wealth Planners, LLC | 412 | $228.7K | 0.09% | −11−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 415 | $230.3K | 0.01% | +415 | New |
| Institute for Wealth Management, LLC. | 416 | $230.7K | 0.04% | +416 | New |
| WealthTrust Axiom LLC | 416 | $230.9K | 0.08% | +416 | New |
| L.M. Kohn & Company | 416 | $230.9K | 0.07% | +416 | New |
| Moreno Evelyn V | 419 | $232.6K | 0.11% | +419 | New |
| IFP Advisors, Inc | 420 | $233.1K | 0.01% | +279+197.9% | Added |
| Cyndeo Wealth Partners, LLC | 420 | $233.1K | 0.02% | −106−20.2% | Reduced |
| North Star Asset Management Inc | 420 | $233.1K | 0.01% | +420 | New |
| Central Trust Co | 420 | $233.1K | 0.01% | −50−10.6% | Reduced |
| Warren Averett Asset Management, LLC | 420 | $233.4K | 0.01% | +420 | New |
| Wealth Alliance | 421 | $233.7K | 0.03% | +421 | New |
| Bender Robert & Associates | 422 | $234.2K | 0.06% | −38−8.3% | Reduced |
| Empirical Asset Management, LLC | 428 | $237.6K | 0.19% | +428 | New |
| Skopos Labs, Inc. | 429 | $238.1K | 0.11% | +429 | New |
| Outlook Wealth Advisors, LLC | 430 | $238.7K | 0.08% | +430 | New |
| Financial Advisors Network, Inc. | 432 | $239.8K | 0.05% | +432 | New |
| Robinson Smith Wealth Advisors LLC | 432 | $239.8K | 0.24% | +432 | New |
| Valeo Financial Advisors, LLC | 433 | $240.3K | 0.01% | −499−53.5% | Reduced |
| Sovereign Financial Group, Inc. | 434 | $240.9K | 0.07% | +434 | New |
| Sentry Investment Management LLC | 435 | $241.0K | 0.10% | −47−9.8% | Reduced |
| Machina Capital S.A.S. | 435 | $241.4K | 0.16% | −2,270−83.9% | Reduced |
| YHB Investment Advisors, Inc. | 436 | $242.0K | 0.02% | −383−46.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 436 | $242.0K | 0.01% | −67−13.3% | Reduced |
| Strategic Blueprint, LLC | 438 | $243.1K | 0.02% | +438 | New |
| Twin Focus Capital Partners, LLC | 440 | $244.2K | 0.05% | +440 | New |
| Integrated Investment Consultants, LLC | 441 | $244.8K | 0.08% | +441 | New |
| Family Wealth Group, LLC | 444 | $246.4K | 0.31% | +444 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 445 | $247.0K | 0.11% | +445 | New |
| Congress Park Capital LLC | 450 | $249.8K | 0.12% | −25−5.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 450 | $249.8K | 0.00% | +77+20.6% | Added |
| Gabelli Funds LLC | 450 | $249.8K | 0.00% | +450 | New |
| Avestar Capital, LLC | 451 | $250.3K | 0.03% | +451 | New |
| Snowden Capital Advisors LLC | 452 | $250.9K | 0.01% | +452 | New |
| Oxler Private Wealth LLC | 455 | $252.5K | 0.21% | −1,270−73.6% | Reduced |
| Argent Trust Co | 455 | $252.5K | 0.01% | −404−47.0% | Reduced |
| Midland Wealth Advisors LLC | 456 | $253.1K | 0.02% | +456 | New |
| Fox Run Management, L.L.C. | 459 | $254.8K | 0.06% | +459 | New |
| Alpha Family Trust | 460 | $255.3K | 0.17% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 461 | $255.9K | 0.02% | +461 | New |
| Allworth Financial LP | 462 | $256.3K | 0.00% | +25+5.7% | Added |
| Heritage Financial Services, LLC | 464 | $257.5K | 0.04% | −39−7.8% | Reduced |
| Mutual Advisors, LLC | 468 | $259.8K | 0.01% | +468 | New |
| Papp L Roy & Associates | 470 | $260.9K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 471 | $261.4K | 0.02% | −98−17.2% | Reduced |
| GAMMA Investing LLC | 510 | $262.7K | 0.07% | +510 | New |
| Ashton Thomas Private Wealth, LLC | 475 | $263.6K | 0.02% | −207−30.4% | Reduced |
| Keel Point, LLC | 478 | $265.3K | 0.03% | −12−2.4% | Reduced |
| Pacific Global Investment Management CO | 478 | $265.3K | 0.05% | −5−1.0% | Reduced |
| Eagle Global Advisors LLC | 480 | $266.4K | 0.02% | +480 | New |
| InterOcean Capital Group, LLC | 482 | $267.5K | 0.01% | −65−11.9% | Reduced |
| Financial Advocates Investment Management | 485 | $269.2K | 0.02% | +485 | New |
| Mayflower Financial Advisors, LLC | 487 | $270.3K | 0.04% | −3−0.6% | Reduced |
| Oarsman Capital, Inc. | 489 | $271.4K | 0.07% | +489 | New |
| Acima Private Wealth, LLC | 493 | $273.6K | 0.11% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 493 | $273.6K | 0.02% | −25−4.8% | Reduced |
