| Atwood & Palmer Inc | 75 | $42.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 79 | $43.0K | 0.01% | +79 | New |
| West Paces Advisors Inc. | 78 | $43.4K | 0.01% | +41+110.8% | Added |
| Clean Yield Group | 79 | $44.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $46.0K | 0.01% | +7+9.2% | Added |
| Exane Derivatives | 84 | $46.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 98 | $55.0K | 0.01% | +8+8.9% | Added |
| Kelly Financial Services LLC | 100 | $55.7K | 0.03% | −6−5.7% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $56.0K | 0.03% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 100 | $56.0K | 1.38% | 00.0% | Unchanged |
| CNB Bank | 100 | $56.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $56.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $56.0K | 0.02% | +100 | New |
| Repertoire Partners LP | 100 | $56.0K | 0.05% | +100 | New |
| Financial Connections Group, Inc. | 105 | $58.0K | 0.06% | +105 | New |
| Tradition Wealth Management, LLC | 108 | $60.0K | 0.01% | +40+58.8% | Added |
| Kelly Lawrence W & Associates Inc | 110 | $61.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $63.0K | 0.02% | +21+22.6% | Added |
| Toth Financial Advisory Corp | 117 | $65.0K | 0.01% | −25−17.6% | Reduced |
| Assetmark, Inc | 116 | $65.0K | 0.00% | +7+6.4% | Added |
| Bedel Financial Consulting, Inc. | 119 | $66.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 120 | $67.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $67.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 122 | $67.9K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 122 | $68.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 123 | $69.0K | 0.01% | −9−6.8% | Reduced |
| MUFG Americas Holdings Corp | 125 | $70.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 127 | $70.0K | 0.01% | +127 | New |
| Central Trust Co | 127 | $71.0K | 0.00% | −26−17.0% | Reduced |
| Institutional & Family Asset Management, LLC | 130 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 130 | $72.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 132 | $73.0K | 0.01% | +132 | New |
| Mark Sheptoff Financial Planning, LLC | 133 | $74.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 132 | $74.0K | 0.01% | +15+12.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 135 | $75.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $84.0K | 0.02% | +150 | New |
| Fortitude Advisory Group L.L.C. | 154 | $86.0K | 0.04% | +154 | New |
| Rosenberg Matthew Hamilton | 157 | $87.0K | 0.03% | +30+23.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 161 | $91.0K | 0.00% | +141+705.0% | Added |
| First Pacific Advisors, LP | 165 | $92.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 165 | $92.0K | 0.01% | +15+10.0% | Added |
| Asset Dedication, LLC | 165 | $93.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 170 | $95.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 175 | $97.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 176 | $98.0K | 0.00% | −4−2.2% | Reduced |
| Signet Financial Management, LLC | 177 | $99.0K | 0.01% | +177 | New |
| Hall Laurie J Trustee | 180 | $100.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 179 | $100.0K | 0.02% | +123+219.6% | Added |
| Western Pacific Wealth Management, LP | 181 | $100.0K | 0.06% | +181 | New |
| Stonebridge Financial Planning Group, LLC | 205 | $102.0K | 0.05% | +30+17.1% | Added |
| TCTC Holdings, LLC | 185 | $103.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 197 | $110.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 194 | $110.0K | 0.01% | +35+22.0% | Added |
| PrairieView Partners, LLC | 200 | $111.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 203 | $113.0K | 0.01% | −10−4.7% | Reduced |
| Sargent Bickham Lagudis LLC | 205 | $114.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 205 | $114.0K | 0.03% | +205 | New |
| Glassman Wealth Services | 215 | $120.0K | 0.02% | −27−11.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 215 | $120.0K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 222 | $124.0K | 0.00% | +49+28.3% | Added |
| Johnson Financial Group, Inc. | 225 | $125.0K | 0.01% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 228 | $127.0K | 0.00% | −14−5.8% | Reduced |
| Garde Capital, Inc. | 236 | $131.0K | 0.01% | +9+4.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 243 | $135.0K | 0.02% | +243 | New |
| Thompson Siegel & Walmsley LLC | 250 | $139.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 250 | $139.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 250 | $139.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 255 | $142.0K | 0.09% | −21−7.6% | Reduced |
| Hudock, Inc. | 257 | $143.0K | 0.04% | −105−29.0% | Reduced |
| CoreCap Advisors, LLC | 284 | $158.0K | 0.01% | +284 | New |
| Vectors Research Management, LLC | 295 | $164.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 92,422 | $166.0K | 0.00% | +92,422 | New |
| Blume Capital Management, Inc. | 300 | $167.0K | 0.06% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 300 | $167.0K | 0.03% | −1−0.3% | Reduced |
| First Manhattan Co | 300 | $167.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 302 | $168.0K | 0.09% | +302 | New |
| Creative Financial Designs Inc | 303 | $169.0K | 0.03% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 310 | $173.0K | 0.08% | +310 | New |
| Loomis Sayles & Co L P | 319 | $178.0K | 0.00% | −110−25.6% | Reduced |
| FourThought Financial, LLC | 321 | $179.0K | 0.02% | −12−3.6% | Reduced |
| State of Wyoming | 325 | $181.0K | 0.08% | −140−30.1% | Reduced |
| Barrett Asset Management, LLC | 330 | $184.0K | 0.01% | +315+2,100.0% | Added |
| Citizens National Bank Trust Department | 335 | $187.0K | 0.07% | +335 | New |
| Desjardins Global Asset Management Inc. | 339 | $188.0K | 0.02% | +339 | New |
| First Horizon Advisors, Inc. | 343 | $190.0K | 0.01% | +2+0.6% | Added |
| Aua Capital Management, LLC | 350 | $195.0K | 0.11% | 00.0% | Unchanged |
| Natixis Investment Managers International | 354 | $197.0K | 0.01% | −183−34.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 354 | $197.0K | 0.00% | −6−1.7% | Reduced |
| Symmetry Partners, LLC | 362 | $202.0K | 0.01% | +362 | New |
| Keudell/Morrison Wealth Management | 364 | $203.0K | 0.08% | −125−25.6% | Reduced |
| ARS Investment Partners, LLC | 365 | $203.0K | 0.02% | +365 | New |
| Two Sigma Securities, LLC | 365 | $203.0K | 0.04% | +365 | New |
| Aj Wealth Strategies, LLC | 366 | $204.0K | 0.01% | +366 | New |
| Dark Forest Capital Management LP | 368 | $205.0K | 0.08% | +368 | New |
| Stokes Family Office, LLC | 374 | $208.0K | 0.03% | −188−33.5% | Reduced |
| First National Bank of Omaha | 376 | $209.0K | 0.01% | −229−37.9% | Reduced |
| Krilogy Financial LLC | 376 | $209.0K | 0.02% | +376 | New |
| Carmel Capital Partners, LLC | 377 | $210.0K | 0.16% | +377 | New |
| Lynch Asset Management, Inc. | 375 | $210.0K | 0.15% | +375 | New |
| Future Fund LLC | 381 | $212.0K | 0.21% | +381 | New |
