| JNBA Financial Advisors | 244 | $109.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 248 | $111.5K | 0.00% | +19+8.3% | Added |
| Alpine Bank Wealth Management | 249 | $112.0K | 0.02% | +249 | New |
| Eagle Bay Advisors LLC | 253 | $114.0K | 0.04% | −2−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $115.0K | 0.01% | +16+6.7% | Added |
| Baldwin Brothers Inc | 259 | $116.5K | 0.01% | −164−38.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 260 | $116.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $121.6K | 0.00% | +5+1.9% | Added |
| Rosenberg Matthew Hamilton | 275 | $123.6K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 279 | $125.0K | 0.03% | +250+862.1% | Added |
| ORG Partners LLC | 286 | $128.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $134.9K | 0.03% | +300 | New |
| Trust Co of Vermont | 302 | $135.8K | 0.01% | +27+9.8% | Added |
| Global Financial Private Client, LLC | 308 | $138.5K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 321 | $144.5K | 0.01% | +4+1.3% | Added |
| Oarsman Capital, Inc. | 327 | $147.0K | 0.03% | +327 | New |
| Centaurus Financial, Inc. | 329 | $148.0K | 0.01% | −103−23.8% | Reduced |
| Financial Network Wealth Advisors LLC | 372 | $167.3K | 0.14% | −21−5.3% | Reduced |
| Cromwell Holdings LLC | 374 | $168.5K | 0.11% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 376 | $168.9K | 0.01% | +2+0.5% | Added |
| Icon Wealth Advisors, LLC | 387 | $174.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 388 | $174.5K | 0.00% | +32+9.0% | Added |
| First Horizon Advisors, Inc. | 398 | $179.0K | 0.00% | +80+25.2% | Added |
| Smithfield Trust Co | 418 | $187.0K | 0.01% | +16+4.0% | Added |
| Bogart Wealth, LLC | 419 | $188.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 435 | $195.6K | 0.10% | −13−2.9% | Reduced |
| Anchor Investment Management, LLC | 435 | $195.6K | 0.02% | +16+3.8% | Added |
| Brown Brothers Harriman & Co | 439 | $197.4K | 0.00% | +85+24.0% | Added |
| Key Financial Inc | 440 | $197.8K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 441 | $198.3K | 0.02% | +441 | New |
| DRW Securities, LLC | 448 | $201.4K | 0.01% | −905−66.9% | Reduced |
| Symphony Financial, Ltd. Co. | 451 | $201.5K | 0.03% | +451 | New |
| Phoenix Holdings Ltd. | 448 | $201.8K | 0.00% | +448 | New |
| Riverview Trust Co | 449 | $201.9K | 0.18% | +4+0.9% | Added |
| Patron Partners Advisors, LLC | 451 | $202.8K | 0.11% | +451 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 451 | $202.8K | 0.01% | −50−10.0% | Reduced |
| Convergence Investment Partners, LLC | 451 | $202.8K | 0.05% | +451 | New |
| Claro Advisors LLC | 455 | $204.6K | 0.03% | +455 | New |
| Dougherty Wealth Advisers LLC | 456 | $205.0K | 0.16% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 456 | $205.2K | 0.01% | +456 | New |
| Autumn Glory Partners, LLC | 430 | $206.2K | 0.08% | +430 | New |
| Advisor Resource Council | 460 | $206.8K | 0.09% | +460 | New |
| Oak Harvest Investment Services | 462 | $207.8K | 0.03% | +462 | New |
| Nadler Financial Group, Inc. | 463 | $208.2K | 0.02% | +463 | New |
| Douglass Winthrop Advisors, LLC | 464 | $208.6K | 0.00% | +464 | New |
| CVA Family Office, LLC | 468 | $210.4K | 0.03% | +4+0.9% | Added |
| Farmers Trust Co | 468 | $210.4K | 0.04% | +468 | New |
| Independence Bank of Kentucky | 469 | $210.9K | 0.05% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 469 | $210.9K | 0.05% | −271−36.6% | Reduced |
| 180 Wealth Advisors, LLC | 471 | $211.8K | 0.03% | +471 | New |
| Global Trust Asset Management, LLC | 471 | $211.9K | 0.08% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 474 | $213.1K | 0.01% | +474 | New |
| Keebeck Alpha, LP | 474 | $213.1K | 0.14% | −656−58.1% | Reduced |
| Prelude Capital Management, LLC | 474 | $213.1K | 0.02% | −610−56.3% | Reduced |
| Transcend Wealth Collective, LLC | 475 | $213.7K | 0.01% | −134−22.0% | Reduced |
| Sivia Capital Partners, LLC | 476 | $214.0K | 0.13% | +476 | New |
| McElhenny Sheffield Capital Management, LLC | 478 | $214.9K | 0.07% | −95−16.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 482 | $216.7K | 0.04% | +482 | New |
| Insight Wealth Partners, LLC | 484 | $217.6K | 0.13% | +484 | New |
| NTV Asset Management LLC | 485 | $218.1K | 0.03% | +485 | New |
| Annex Advisory Services, LLC | 486 | $218.5K | 0.01% | +486 | New |
| Family Firm, Inc. | 486 | $218.6K | 0.05% | +1+0.2% | Added |
| NBC Securities, Inc. | 492 | $221.0K | 0.02% | −51−9.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 492 | $221.1K | 0.16% | +492 | New |
| Integrated Investment Consultants, LLC | 495 | $222.6K | 0.05% | +495 | New |
| Catalyst Financial Partners LLC | 496 | $223.0K | 0.04% | +496 | New |
| Essex Financial Services, Inc. | 476 | $223.8K | 0.02% | −22−4.4% | Reduced |
| Monument Capital Management | 498 | $223.9K | 0.06% | +498 | New |
| Alta Advisers Ltd | 500 | $224.8K | 0.10% | 00.0% | Unchanged |
| Cambiar Investors LLC | 501 | $225.3K | 0.01% | +501 | New |
| Primoris Wealth Advisors, LLC | 502 | $225.7K | 0.16% | +502 | New |
| Independent Financial Group, LLC | 503 | $226.4K | 0.01% | +503 | New |
| Tower Wealth Partners, Inc. | 505 | $227.1K | 0.13% | +505 | New |
| Advus Financial Partners, LLC | 506 | $227.5K | 0.06% | +506 | New |
| Optiver Holding B.V. | 507 | $228.0K | 0.01% | +507 | New |
| Legacy Advisors, LLC | 511 | $229.8K | 0.02% | +511 | New |
| Vista Investment Partners LLC | 512 | $230.2K | 0.07% | +512 | New |
| Private Trust Co NA | 519 | $233.4K | 0.02% | −74−12.5% | Reduced |
| Bell Bank | 520 | $233.8K | 0.03% | −1,199−69.7% | Reduced |
| Austin Private Wealth, LLC | 521 | $234.3K | 0.02% | −124−19.2% | Reduced |
| MBE Wealth Management, LLC | 521 | $234.3K | 0.13% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 522 | $234.7K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 522 | $235.0K | 0.04% | +3+0.6% | Added |
| First National Trust Co | 523 | $235.2K | 0.01% | −2−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 524 | $235.4K | 0.12% | 00.0% | Unchanged |
| Diligent Investors, LLC | 524 | $235.6K | 0.05% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 527 | $237.0K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 529 | $237.9K | 0.01% | +529 | New |
| EverSource Wealth Advisors, LLC | 531 | $238.8K | 0.02% | +136+34.4% | Added |
| Matrix Private Capital Group LLC | 530 | $238.8K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 533 | $240.0K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 538 | $241.4K | 0.02% | +13+2.5% | Added |
| Equitable Holdings, Inc. | 538 | $241.9K | 0.00% | +538 | New |
| Flynn Zito Capital Management, LLC | 539 | $242.3K | 0.12% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 539 | $242.4K | 0.06% | +539 | New |
| Quantum Financial Advisors, LLC | 540 | $242.8K | 0.04% | +540 | New |
| Gladstone Institutional Advisory LLC | 541 | $243.3K | 0.01% | +541 | New |
| Mutual Advisors, LLC | 524 | $243.8K | 0.01% | +524 | New |
| First Affirmative Financial Network | 544 | $244.8K | 0.13% | +544 | New |
| Kapitalo Investimentos Ltda | 545 | $245.0K | 0.06% | +545 | New |
