| Cary Street Partner Investment Advisory LLC | 309 | $155.0K | 0.08% | +52+20.2% | Added |
| CoreCap Advisors, LLC | 310 | $155.5K | 0.01% | −28−8.3% | Reduced |
| South State Corp. | 334 | $167.5K | 0.01% | −108−24.4% | Reduced |
| Cromwell Holdings LLC | 343 | $172.0K | 0.10% | −128−27.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 355 | $178.1K | 0.01% | −4,701−93.0% | Reduced |
| Zions Bancorporation, National Association | 358 | $179.6K | 0.01% | +162+82.7% | Added |
| TD Private Client Wealth LLC | 365 | $183.1K | 0.00% | −14−3.7% | Reduced |
| Cary Street Partners Financial LLC | 370 | $185.6K | 0.01% | +4+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 377 | $189.1K | 0.01% | +377 | New |
| Larson Financial Group LLC | 395 | $198.3K | 0.01% | +172+77.1% | Added |
| Lester Murray Antman dba SimplyRich | 400 | $200.0K | 0.06% | +400 | New |
| Pensionmark Financial Group, LLC | 400 | $200.6K | 0.00% | +400 | New |
| Atwood & Palmer Inc | 400 | $200.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $200.6K | 0.11% | 00.0% | Unchanged |
| Latash Investments, LLC | 400 | $200.6K | 0.15% | +400 | New |
| Aull & Monroe Investment Management Corp | 400 | $200.6K | 0.11% | +400 | New |
| BTC Capital Management, Inc. | 400 | $200.6K | 0.02% | +400 | New |
| Advisory Resource Group | 400 | $200.6K | 0.04% | +400 | New |
| Ti-Trust, Inc | 400 | $200.6K | 0.13% | +400 | New |
| Alan B. Lancz & Associates, Inc. | 400 | $200.6K | 0.20% | +400 | New |
| Sonora Investment Management Group, LLC | 402 | $201.6K | 0.01% | +402 | New |
| Sand Hill Global Advisors, LLC | 403 | $202.1K | 0.01% | +403 | New |
| Gerber Kawasaki Wealth & Investment Management | 403 | $202.2K | 0.01% | +403 | New |
| Gardner Lewis Asset Management L P | 405 | $203.1K | 0.05% | +405 | New |
| Beaumont Financial Advisors, LLC | 407 | $204.1K | 0.01% | +407 | New |
| Innova Wealth Partners | 407 | $204.3K | 0.12% | +407 | New |
| Advyzon Investment Management, LLC | 409 | $205.2K | 0.05% | +409 | New |
| Moody Lynn & Lieberson, LLC | 410 | $205.7K | 0.01% | +410 | New |
| Onefund, LLC | 411 | $206.0K | 0.15% | +411 | New |
| Ariadne Wealth Management, LP | 396 | $206.4K | 0.10% | +396 | New |
| Red Wave Investments LLC | 412 | $206.7K | 0.07% | +412 | New |
| Rossby Financial, LCC | 413 | $207.2K | 0.08% | −11−2.6% | Reduced |
| Arlington Trust Co LLC | 415 | $208.2K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 416 | $208.7K | 0.01% | +416 | New |
| Turtle Creek Wealth Advisors, LLC | 416 | $208.7K | 0.02% | +416 | New |
| Sovran Advisors, LLC | 419 | $209.1K | 0.02% | +419 | New |
| Crews Bank & Trust | 421 | $211.2K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 422 | $211.7K | 0.02% | +422 | New |
| Gilbert & Cook, Inc. | 426 | $213.7K | 0.03% | −4−0.9% | Reduced |
| Visionary Wealth Advisors | 429 | $215.1K | 0.01% | +429 | New |
| Ignite Planners, LLC | 434 | $217.0K | 0.04% | +434 | New |
| Breed's Hill Capital LLC | 433 | $217.2K | 0.10% | −1−0.2% | Reduced |
| Invictus Private Wealth, LLC | 434 | $217.7K | 0.01% | −146−25.2% | Reduced |
| Cornerstone Wealth Group, LLC | 435 | $218.1K | 0.02% | +435 | New |
| Ipswich Investment Management Co., Inc. | 435 | $218.2K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 435 | $218.3K | 0.00% | +435 | New |
| Advus Financial Partners, LLC | 436 | $218.7K | 0.06% | −15−3.3% | Reduced |
| Thrive Wealth Management, LLC | 437 | $219.2K | 0.04% | +437 | New |
| Gitterman Wealth Management, LLC | 437 | $219.5K | 0.05% | +437 | New |
| CBOE Vest Financial, LLC | 439 | $220.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 443 | $222.4K | 0.02% | +45+11.3% | Added |
| Grove Bank & Trust | 444 | $222.7K | 0.03% | +12+2.8% | Added |
| Foundations Investment Advisors, LLC | 450 | $225.6K | 0.00% | −10−2.2% | Reduced |
| Chesapeake Wealth Management | 450 | $225.7K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 450 | $225.7K | 0.00% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 440 | $225.8K | 0.06% | +440 | New |
| Facet Wealth, Inc. | 438 | $225.9K | 0.01% | +438 | New |
| Versant Capital Management, Inc | 451 | $226.2K | 0.03% | −18−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $227.2K | 0.00% | −74−14.0% | Reduced |
| Klingman & Associates, LLC | 453 | $227.2K | 0.01% | +453 | New |
| GWN Securities Inc. | 454 | $228.0K | 0.04% | +454 | New |
| MUFG Securities EMEA plc | 456 | $228.7K | 0.01% | +456 | New |
| Golden State Equity Partners | 459 | $230.2K | 0.04% | −143−23.8% | Reduced |
| Peapack Gladstone Financial Corp | 461 | $231.0K | 0.00% | −1−0.2% | Reduced |
| Human Investing LLC | 461 | $231.0K | 0.04% | 00.0% | Unchanged |
| IFC Advisors LLC | 462 | $231.7K | 0.04% | −1−0.2% | Reduced |
| Edge Financial Advisors LLC | 464 | $232.6K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 466 | $233.7K | 0.01% | −1−0.2% | Reduced |
| Brave Warrior Advisors, LLC | 471 | $236.2K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 476 | $237.2K | 0.00% | +436+1,090.0% | Added |
| William Howard & Co Financial Advisors Inc | 475 | $238.3K | 0.21% | 00.0% | Unchanged |
| NBT Bank N A | 478 | $239.8K | 0.02% | −15−3.0% | Reduced |
| New Republic Capital, LLC | 479 | $240.1K | 0.09% | +479 | New |
| Ewa, LLC | 480 | $240.8K | 0.08% | +3+0.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 481 | $241.3K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 486 | $243.8K | 0.02% | +486 | New |
| Resonant Capital Advisors, LLC | 488 | $244.8K | 0.02% | +488 | New |
| Level Four Advisory Services, LLC | 488 | $245.2K | 0.01% | −17−3.4% | Reduced |
| ICONIQ Capital, LLC | 494 | $247.8K | 0.00% | −293−37.2% | Reduced |
| MONECO Advisors, LLC | 495 | $248.3K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 496 | $248.8K | 0.01% | −555−52.8% | Reduced |
| Burns Matteson Capital Management, LLC | 497 | $249.3K | 0.12% | +5+1.0% | Added |
| Burke & Herbert Bank & Trust Co | 500 | $250.8K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $250.8K | 0.12% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 502 | $251.8K | 0.04% | −26−4.9% | Reduced |
| Sentry Investment Management LLC | 504 | $252.0K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 503 | $252.3K | 0.00% | −10−1.9% | Reduced |
| CVA Family Office, LLC | 504 | $252.8K | 0.04% | +6+1.2% | Added |
| TCI Wealth Advisors, Inc. | 504 | $252.8K | 0.02% | +5+1.0% | Added |
| Alpha Cubed Investments, LLC | 506 | $253.9K | 0.01% | −4−0.8% | Reduced |
| Victory Financial Group, LLC | 509 | $255.3K | 0.04% | +32+6.7% | Added |
| Allen Capital Group, LLC | 511 | $256.3K | 0.03% | −36−6.6% | Reduced |
| Hancock Whitney Corp | 514 | $257.8K | 0.00% | +514 | New |
| Gsa Capital Partners LLP | 516 | $259.0K | 0.02% | +516 | New |
| Parkside Financial Bank & Trust | 517 | $259.3K | 0.03% | +130+33.6% | Added |
| Hamilton Capital, LLC | 518 | $259.8K | 0.01% | −136−20.8% | Reduced |
| Abel Hall, LLC | 518 | $260.1K | 0.12% | +16+3.2% | Added |
| Brighton Jones LLC | 519 | $260.4K | 0.01% | +519 | New |
| Quantitative Investment Management, LLC | 521 | $261.0K | 0.03% | +521 | New |
| Wick Capital Partners, LLC | 1,510 | $262.2K | 0.07% | +1,000+196.1% | Added |
