| Country Trust Bank | 350 | $109.6K | 0.00% | +350 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 375 | $117.4K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 380 | $119.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 392 | $122.7K | 0.01% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 394 | $123.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 397 | $124.3K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 404 | $126.5K | 0.02% | −296−42.3% | Reduced |
| Trifecta Capital Advisors, LLC | 413 | $129.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 414 | $129.7K | 0.00% | +391+1,700.0% | Added |
| Financial Perspectives, Inc | 425 | $133.1K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 430 | $134.7K | 0.03% | +104+31.9% | Added |
| Mount Yale Investment Advisors, LLC | 442 | $138.5K | 0.01% | +442 | New |
| Icon Wealth Advisors, LLC | 444 | $139.1K | 0.01% | +444 | New |
| Deane Retirement Strategies, Inc. | 451 | $141.2K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 453 | $141.9K | 0.00% | −74−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 454 | $142.2K | 0.00% | +15+3.4% | Added |
| Bay Harbor Wealth Management, LLC | 453 | $142.2K | 0.04% | +19+4.4% | Added |
| Barrett & Company, Inc. | 485 | $151.9K | 0.06% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 508 | $159.1K | 0.00% | +508 | New |
| Kiker Wealth Management, LLC | 510 | $159.7K | 0.09% | −6,743−93.0% | Reduced |
| Aventura Private Wealth, LLC | 520 | $162.8K | 0.07% | +220+73.3% | Added |
| Brown Brothers Harriman & Co | 520 | $162.8K | 0.00% | +347+200.6% | Added |
| Financial Management Professionals, Inc. | 521 | $163.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $164.6K | 0.00% | +137+35.3% | Added |
| Versant Capital Management, Inc | 528 | $165.3K | 0.03% | −13−2.4% | Reduced |
| LRI Investments, LLC | 533 | $166.8K | 0.01% | +69+14.9% | Added |
| Golden State Wealth Management, LLC | 536 | $167.8K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 550 | $172.2K | 0.13% | −4−0.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 555 | $174.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 601 | $188.2K | 0.05% | +601 | New |
| Private Wealth Management Group, LLC | 613 | $192.0K | 0.06% | −1−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 612 | $192.1K | 0.00% | +10+1.7% | Added |
| Hemington Wealth Management | 617 | $193.0K | 0.03% | +23+3.9% | Added |
| Onefund, LLC | 619 | $194.0K | 0.14% | +619 | New |
| Hartford Financial Management Inc. | 631 | $197.5K | 0.05% | +1+0.2% | Added |
| Abel Hall, LLC | 639 | $200.1K | 0.09% | +639 | New |
| Grove Bank & Trust | 640 | $200.4K | 0.02% | −474−42.5% | Reduced |
| Essex Financial Services, Inc. | 640 | $200.6K | 0.01% | +640 | New |
| Occidental Asset Management, LLC | 642 | $201.0K | 0.03% | +642 | New |
| Cornerstone Wealth Group, LLC | 643 | $201.3K | 0.02% | +643 | New |
| Pure Financial Advisors, Inc. | 644 | $201.7K | 0.00% | +644 | New |
| ROI Financial Advisors, LLC | 648 | $202.9K | 0.13% | +648 | New |
| Van Eck Associates Corp | 649 | $203.0K | 0.00% | −266−29.1% | Reduced |
| Kentucky Trust Co | 650 | $203.5K | 0.12% | 00.0% | Unchanged |
| Diligent Investors, LLC | 650 | $203.5K | 0.05% | +650 | New |
| Bridgewater Advisors Inc. | 614 | $205.3K | 0.02% | +614 | New |
| Global Wealth Management Investment Advisory, Inc. | 660 | $206.7K | 0.04% | +660 | New |
| HBW Advisory Services LLC | 660 | $206.8K | 0.03% | +660 | New |
| Omnia Family Wealth, LLC | 659 | $206.9K | 0.07% | +659 | New |
| Thoroughbred Financial Services, LLC | 665 | $208.0K | 0.01% | +665 | New |
| Gateway Investment Advisers LLC | 665 | $208.2K | 0.00% | +665 | New |
| Sunflower Bank, N.A. | 666 | $208.6K | 0.05% | +666 | New |
| Retirement Planning Group | 667 | $208.8K | 0.01% | +667 | New |
| Kercheville Advisors, LLC | 676 | $211.5K | 0.07% | +676 | New |
| Dale Q Rice Investment Management Ltd | 625 | $212.0K | 0.18% | −625−50.0% | Reduced |
| NCM Capital Management, LLC | 677 | $212.1K | 0.09% | +677 | New |
| Washington Trust Co | 680 | $212.9K | 0.01% | 00.0% | Unchanged |
| Falcon Wealth Planning | 681 | $213.2K | 0.02% | +681 | New |
| National Asset Management, Inc. | 687 | $215.1K | 0.01% | +687 | New |
| FSA Advisors, Inc. | 687 | $215.2K | 0.17% | +687 | New |
| Quantum Private Wealth, LLC | 689 | $215.8K | 0.07% | +689 | New |
| Liberty Wealth Management LLC | 692 | $216.7K | 0.03% | +692 | New |
| StoneX Group Inc. | 691 | $216.9K | 0.01% | +691 | New |
| Cyndeo Wealth Partners, LLC | 697 | $218.2K | 0.01% | +697 | New |
| Tower Wealth Partners, Inc. | 697 | $218.3K | 0.13% | +697 | New |
| Voya Financial Advisors, Inc. | 708 | $219.1K | 0.02% | +708 | New |
| CVA Family Office, LLC | 700 | $219.2K | 0.03% | −224−24.2% | Reduced |
| Douglas Lane & Associates, LLC | 700 | $219.2K | 0.00% | +700 | New |
| Alpha Financial Partners, LLC | 706 | $221.0K | 0.16% | +706 | New |
| Keystone Financial Services | 706 | $221.2K | 0.08% | +706 | New |
| Advyzon Investment Management, LLC | 709 | $222.0K | 0.05% | +709 | New |
| Avantax Planning Partners, Inc. | 709 | $222.0K | 0.01% | −265−27.2% | Reduced |
| Whalerock Point Partners, LLC | 709 | $222.0K | 0.05% | +709 | New |
| TABR Capital Management, LLC | 710 | $222.2K | 0.19% | +710 | New |
| Reston Wealth Management LLC | 710 | $222.3K | 0.08% | +710 | New |
| Carr Financial Group Corp | 710 | $222.4K | 0.07% | +710 | New |
| Lokken Investment Group LLC | 711 | $222.6K | 0.09% | +711 | New |
| Park Square Financial Group, LLC | 718 | $224.8K | 0.16% | −61−7.8% | Reduced |
| Strategic Blueprint, LLC | 719 | $225.3K | 0.01% | −638−47.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 720 | $225.5K | 0.04% | +720 | New |
| Formidable Asset Management, LLC | 1,100 | $226.0K | 0.04% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 725 | $227.3K | 0.09% | +725 | New |
| Hantz Financial Services, Inc. | 739 | $231.0K | 0.00% | −118−13.8% | Reduced |
| MUFG Securities EMEA plc | 738 | $231.1K | 0.01% | +738 | New |
| Evoke Wealth, LLC | 739 | $232.2K | 0.01% | +739 | New |
| AGH Wealth Advisors, LLC | 749 | $234.5K | 0.19% | +749 | New |
| PFG Investments, LLC | 749 | $234.7K | 0.01% | +749 | New |
| Root Financial Partners, LLC | 751 | $235.1K | 0.02% | +751 | New |
| Johnson Financial Group, Inc. | 750 | $235.4K | 0.01% | −40−5.1% | Reduced |
| Arlington Capital Management, Inc. | 756 | $236.9K | 0.21% | +756 | New |
| Canopy Partners, LLC | 759 | $237.7K | 0.09% | +759 | New |
| Claro Advisors LLC | 759 | $237.7K | 0.04% | −1,050−58.0% | Reduced |
| Ewa, LLC | 759 | $237.7K | 0.07% | +759 | New |
| Savvy Advisors, Inc. | 761 | $238.3K | 0.02% | +761 | New |
| Patrick M Sweeney & Associates, Inc | 713 | $238.4K | 0.16% | +713 | New |
| Legacy Capital Group California, Inc. | 763 | $238.9K | 0.07% | +763 | New |
| Pekin Hardy Strauss, Inc. | 764 | $239.2K | 0.03% | +764 | New |
| Adell Harriman & Carpenter Inc | 767 | $240.2K | 0.02% | +767 | New |
| Hancock Whitney Corp | 769 | $240.8K | 0.00% | +769 | New |
| Turtle Creek Wealth Advisors, LLC | 770 | $241.1K | 0.03% | +770 | New |
