| Stephens Investment Management Group LLC | 505 | $135.2K | 0.00% | +142+39.1% | Added |
| DuPont Capital Management Corp | 530 | $140.6K | 0.01% | −220−29.3% | Reduced |
| Sargent Bickham Lagudis LLC | 541 | $143.6K | 0.01% | −24−4.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 547 | $145.1K | 0.07% | +469+601.3% | Added |
| Private Trust Co NA | 555 | $147.0K | 0.02% | −49−8.1% | Reduced |
| CVA Family Office, LLC | 577 | $153.1K | 0.04% | −29−4.8% | Reduced |
| Smithfield Trust Co | 585 | $156.0K | 0.01% | −15−2.5% | Reduced |
| Glassman Wealth Services | 588 | $156.0K | 0.03% | −29−4.7% | Reduced |
| Baldwin Brothers Inc | 588 | $156.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 590 | $157.0K | 0.01% | −4−0.7% | Reduced |
| Trust Co | 612 | $162.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 618 | $164.0K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 620 | $165.0K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 627 | $166.4K | 0.05% | −24−3.7% | Reduced |
| Avion Wealth | 900 | $168.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 647 | $172.0K | 0.04% | −43−6.2% | Reduced |
| Pinnacle Bancorp, Inc. | 667 | $177.0K | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 678 | $179.9K | 0.02% | +52+8.3% | Added |
| Covestor Ltd | 677 | $180.0K | 0.15% | −103−13.2% | Reduced |
| Grove Bank & Trust | 703 | $187.0K | 0.04% | −1,681−70.5% | Reduced |
| Crewe Advisors LLC | 706 | $187.3K | 0.03% | +159+29.1% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $192.4K | 0.10% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 732 | $194.2K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 737 | $195.6K | 0.03% | −193−20.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 738 | $195.8K | 0.17% | +738 | New |
| TD Private Client Wealth LLC | 739 | $196.1K | 0.01% | +79+12.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 755 | $200.3K | 0.11% | +755 | New |
| Avidian Wealth Solutions, LLC | 757 | $200.9K | 0.01% | +757 | New |
| Bragg Financial Advisors, Inc | 760 | $201.7K | 0.01% | +760 | New |
| First National Bank of Omaha | 773 | $205.0K | 0.01% | +773 | New |
| Verus Capital Partners, LLC | 782 | $207.5K | 0.04% | +782 | New |
| Wrapmanager Inc | 785 | $208.0K | 0.07% | +785 | New |
| Middleton & Co Inc | 783 | $208.1K | 0.03% | +783 | New |
| PDS Planning, Inc | 786 | $208.6K | 0.03% | +786 | New |
| Holderness Investments Co | 789 | $209.4K | 0.09% | +789 | New |
| Teamwork Financial Advisors, LLC | 790 | $209.6K | 0.04% | −16,727−95.5% | Reduced |
| Harbour Investments, Inc. | 794 | $210.7K | 0.01% | +191+31.7% | Added |
| Journey Advisory Group, LLC | 795 | $211.0K | 0.05% | +795 | New |
| Kingsview Wealth Management, LLC | 797 | $211.5K | 0.01% | +797 | New |
| Prime Capital Investment Advisors, LLC | 799 | $212.0K | 0.01% | +799 | New |
| Paradigm Asset Management Co LLC | 800 | $212.3K | 0.06% | +800 | New |
| Arnhold LLC | 800 | $212.3K | 0.03% | +800 | New |
| L2 Asset Management, LLC | 801 | $212.5K | 0.14% | +801 | New |
| Oak Harbor Wealth Partners, LLC | 801 | $212.5K | 0.08% | +801 | New |
| ProVise Management Group, LLC | 807 | $214.1K | 0.02% | +807 | New |
| Financial Insights, Inc. | 807 | $214.1K | 0.10% | +807 | New |
| Prio Wealth Limited Partnership | 813 | $215.7K | 0.01% | +813 | New |
| Tufton Capital Management | 820 | $217.6K | 0.05% | +820 | New |
| Smith & Howard Wealth Management, LLC | 822 | $218.1K | 0.08% | +822 | New |
| M&G Investment Management Ltd | 825 | $218.6K | 0.00% | +825 | New |
| DFPG Investments, LLC | 846 | $219.9K | 0.04% | +846 | New |
| Investment Partners, Ltd. | 830 | $220.2K | 0.12% | −1,101−57.0% | Reduced |
| Winton Group Ltd | 837 | $222.1K | 0.01% | +837 | New |
| First Affirmative Financial Network | 844 | $223.9K | 0.27% | +844 | New |
| Cable Hill Partners, LLC | 847 | $224.8K | 0.04% | +847 | New |
| Sustainable Insight Capital Management, LLC | 853 | $226.3K | 0.26% | +853 | New |
| David Loasby | 871 | $226.4K | 0.03% | +871 | New |
| Clare Market Investments LLC | 854 | $226.6K | 0.11% | +854 | New |
| Ulland Investment Advisors, LLC | 856 | $227.0K | 0.27% | −1,025−54.5% | Reduced |
| Valmark Advisers, Inc. | 859 | $227.9K | 0.01% | +859 | New |
| Mutual Advisors, LLC | 859 | $227.9K | 0.01% | +859 | New |
| Evercore Wealth Management, LLC | 861 | $228.5K | 0.00% | +861 | New |
| Glassy Mountain Advisors, Inc. | 863 | $229.0K | 0.13% | +863 | New |
| Goepper Burkhardt LLC | 864 | $229.3K | 0.16% | +864 | New |
| Pachira Investments Inc. | 866 | $230.0K | 1.16% | +866 | New |
| Southern Capital Advisors, LLC | 867 | $230.1K | 0.18% | +867 | New |
| Moloney Securities Asset Management, LLC | 869 | $230.6K | 0.05% | −1,000−53.5% | Reduced |
| Cobblestone Capital Advisors LLC | 876 | $232.4K | 0.02% | +876 | New |
| Sonora Investment Management Group, LLC | 880 | $233.5K | 0.02% | +880 | New |
| Fortitude Advisory Group L.L.C. | 881 | $233.8K | 0.20% | +881 | New |
| United Capital Management of KS, Inc. | 882 | $234.0K | 0.10% | +882 | New |
| UMA Financial Services, Inc. | 909 | $234.5K | 0.06% | +909 | New |
| Quent Capital, LLC | 888 | $235.6K | 0.04% | +381+75.1% | Added |
| LVW Advisors, LLC | 888 | $235.6K | 0.05% | +888 | New |
| Cowen and Company, LLC | 894 | $237.2K | 0.03% | −1,494−62.6% | Reduced |
| Northstar Asset Management LLC | 900 | $238.8K | 0.08% | +900 | New |
| Yorktown Management & Research Co Inc | 900 | $238.8K | 0.29% | +900 | New |
| Parkside Investments, LLC | 900 | $238.8K | 0.05% | +900 | New |
| Cross Staff Investments Inc | 900 | $238.8K | 0.25% | +900 | New |
| Sherbrooke Park Advisers LLC | 900 | $238.8K | 0.17% | +900 | New |
| Rosenblum Silverman Sutton S F Inc | 900 | $239.0K | 0.09% | +900 | New |
| Visionary Wealth Advisors | 901 | $239.0K | 0.02% | +901 | New |
| Farmers & Merchants Trust Co of Long Beach | 906 | $240.4K | 0.07% | +906 | New |
| Capital Financial Planning, LLC | 909 | $241.2K | 0.10% | +909 | New |
| Baron Silver Stevens Financial Advisors, LLC | 909 | $241.2K | 0.06% | +909 | New |
| Pinebridge Investments, L.P. | 910 | $241.5K | 0.00% | −21,897−96.0% | Reduced |
| True North Advisors, LLC | 911 | $241.6K | 0.08% | +911 | New |
| Marcum Wealth, LLC | 918 | $243.6K | 0.03% | −391−29.9% | Reduced |
| Finer Wealth Management, Inc. | 919 | $243.9K | 0.23% | +919 | New |
| 44 Wealth Management LLC | 929 | $246.5K | 0.09% | +929 | New |
| Inspire Advisors, LLC | 930 | $246.8K | 0.06% | +930 | New |
| MONECO Advisors, LLC | 931 | $247.0K | 0.09% | +931 | New |
| Greytown Advisors Inc. | 932 | $247.3K | 0.13% | +932 | New |
| Texas Capital Bank Wealth Management Services Inc | 939 | $249.2K | 0.03% | −270−22.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 945 | $250.8K | 0.07% | +945 | New |
| Ullmann Financial Group, Inc. | 945 | $250.8K | 0.06% | +945 | New |
| Halbert Hargrove Global Advisors, LLC | 949 | $251.7K | 0.02% | +949 | New |
| Acropolis Investment Management, LLC | 949 | $251.8K | 0.02% | +4+0.4% | Added |
| American State Bank (Iowa) | 950 | $252.1K | 0.19% | +500+111.1% | Added |
| Sanford Advisory Services, LLC | 950 | $252.1K | 0.06% | +950 | New |
