| HM Payson & Co | 309 | $121.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 317 | $124.2K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 317 | $124.2K | 0.06% | +317 | New |
| Van Eck Associates Corp | 320 | $125.0K | 0.00% | +87+37.3% | Added |
| Chilton Capital Management LLC | 325 | $127.3K | 0.00% | +29+9.8% | Added |
| Ancora Advisors, LLC | 326 | $127.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 336 | $131.7K | 0.04% | +5+1.5% | Added |
| Valley National Advisers Inc | 337 | $132.0K | 0.02% | +2+0.6% | Added |
| First Horizon Corp | 338 | $132.4K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 345 | $135.2K | 0.01% | +300+666.7% | Added |
| Burk Holdings LLC | 350 | $137.1K | 0.06% | +350 | New |
| Kayne Anderson Rudnick Investment Management LLC | 351 | $137.7K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 365 | $143.0K | 0.05% | +47+14.8% | Added |
| Centaurus Financial, Inc. | 372 | $146.0K | 0.01% | −130−25.9% | Reduced |
| Gen-Wealth Partners Inc | 376 | $147.3K | 0.05% | +20+5.6% | Added |
| True Wealth Design, LLC | 376 | $147.3K | 0.04% | +116+44.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $148.9K | 0.05% | −50−11.6% | Reduced |
| MV Capital Management, Inc. | 392 | $153.6K | 0.02% | +220+127.9% | Added |
| LRI Investments, LLC | 393 | $154.1K | 0.01% | +326+486.6% | Added |
| Trust Co of Toledo NA | 395 | $154.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 400 | $157.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 406 | $159.1K | 0.04% | −25−5.8% | Reduced |
| PFS Partners, LLC | 406 | $159.2K | 0.07% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 443 | $160.6K | 0.01% | +443 | New |
| Quent Capital, LLC | 424 | $166.1K | 0.01% | +9+2.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 440 | $172.4K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 452 | $177.1K | 0.02% | +11+2.5% | Added |
| GW&K Investment Management, LLC | 454 | $178.0K | 0.00% | +1+0.2% | Added |
| Bogart Wealth, LLC | 485 | $190.0K | 0.01% | +4+0.8% | Added |
| Versant Capital Management, Inc | 507 | $198.6K | 0.02% | +131+34.8% | Added |
| Simplicity Wealth,LLC | 511 | $200.3K | 0.01% | +511 | New |
| First Affirmative Financial Network | 512 | $200.5K | 0.08% | +512 | New |
| Farmers Trust Co | 514 | $201.4K | 0.03% | +514 | New |
| Knightsbridge Asset Management, LLC | 514 | $201.4K | 0.03% | +514 | New |
| Intentional Wealth Strategies, LLC | 514 | $201.4K | 0.19% | +514 | New |
| Rockbridge Investment Management, LCC | 516 | $202.1K | 0.02% | +516 | New |
| Sageworth Trust Co | 517 | $202.5K | 0.01% | +517 | New |
| Seven Mile Advisory | 519 | $203.3K | 0.15% | −256−33.0% | Reduced |
| OneAscent Financial Services LLC | 522 | $204.5K | 0.01% | −441−45.8% | Reduced |
| Red Door Wealth Management, LLC | 523 | $204.9K | 0.02% | +523 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 525 | $205.6K | 0.00% | −21−3.8% | Reduced |
| WealthTrust Asset Management, LLC | 525 | $205.7K | 0.12% | +525 | New |
| Investment Research Partners LLC | 525 | $205.7K | 0.08% | +525 | New |
| Harbor Advisory Corp | 527 | $206.5K | 0.06% | +527 | New |
| Pines Wealth Management, LLC | 530 | $207.6K | 0.07% | +530 | New |
| Belpointe Asset Management LLC | 531 | $208.3K | 0.01% | +531 | New |
| HighPoint Advisor Group LLC | 534 | $209.2K | 0.01% | −1,501−73.8% | Reduced |
| Five Oceans Advisors | 537 | $210.4K | 0.08% | +537 | New |
| SlateStone Wealth, LLC | 539 | $211.0K | 0.02% | +539 | New |
| Summitry LLC | 539 | $211.2K | 0.01% | +539 | New |
| Holderness Investments Co | 544 | $213.1K | 0.04% | +544 | New |
| Magnolia Private Wealth, LLC | 549 | $215.1K | 0.14% | +549 | New |
| Perkins Capital Management Inc | 550 | $215.5K | 0.20% | +550 | New |
| Edgestream Partners, L.P. | 550 | $215.5K | 0.01% | +550 | New |
| Meredith Wealth Planning | 552 | $216.2K | 0.06% | +552 | New |
| Aureus Asset Management, LLC | 553 | $216.6K | 0.01% | +553 | New |
| Central Trust Co | 553 | $216.6K | 0.00% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 554 | $217.0K | 0.12% | +554 | New |
| MONECO Advisors, LLC | 555 | $217.5K | 0.02% | +555 | New |
| Cloud Capital Management, LLC | 556 | $218.0K | 0.10% | +556 | New |
| Interchange Capital Partners, LLC | 637 | $218.4K | 0.07% | −214−25.1% | Reduced |
| Basecamp Wealth Advisors LLC | 559 | $219.0K | 0.05% | +55+10.9% | Added |
| VectorGlobal IAG, Inc. | 560 | $219.4K | 0.06% | +560 | New |
| Markin Volterra Fund LP | 561 | $219.8K | 2.05% | +561 | New |
| Flatrock Wealth Partners LLC | 561 | $220.1K | 0.10% | +561 | New |
| Cary Street Partners Financial LLC | 562 | $220.2K | 0.01% | +32+6.0% | Added |
| Main Street Financial Solutions, LLC | 562 | $220.2K | 0.02% | +562 | New |
| Claris Advisors, LLC | 563 | $220.6K | 0.07% | +563 | New |
| Creative Financial Designs Inc | 566 | $221.8K | 0.01% | +81+16.7% | Added |
| Intellus Advisors LLC | 571 | $223.7K | 0.03% | +571 | New |
| Koshinski Asset Management, Inc. | 571 | $223.8K | 0.01% | +571 | New |
| BlueChip Wealth Advisors LLC | 572 | $224.2K | 0.10% | +572 | New |
| Maridea Wealth Management LLC | 574 | $224.7K | 0.03% | +574 | New |
| Venture Visionary Partners LLC | 577 | $226.0K | 0.01% | +577 | New |
| Norden Group LLC | 579 | $227.0K | 0.02% | +579 | New |
| Highland Capital Management, LLC | 580 | $227.2K | 0.01% | +580 | New |
| Falcon Wealth Planning | 580 | $227.2K | 0.02% | +580 | New |
| Cromwell Holdings LLC | 579 | $227.3K | 0.13% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 581 | $227.6K | 0.05% | +581 | New |
| Park National Corp | 583 | $228.4K | 0.01% | −579−49.8% | Reduced |
| CVA Family Office, LLC | 585 | $229.2K | 0.02% | +150+34.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 585 | $229.2K | 0.00% | +585 | New |
| Jag Capital Management, LLC | 590 | $230.9K | 0.03% | +590 | New |
| Calamos Wealth Management LLC | 593 | $232.3K | 0.01% | +593 | New |
| Sagewood Asset Management LP | 596 | $233.5K | 0.07% | +596 | New |
| Tumwater Wealth Management, LLC | 600 | $235.1K | 0.09% | +600 | New |
| Sovran Advisors, LLC | 351 | $236.4K | 0.02% | +351 | New |
| Calton & Associates, Inc. | 604 | $236.6K | 0.03% | +604 | New |
| CFS Investment Advisory Services, LLC | 433 | $237.2K | 0.02% | +433 | New |
| Apella Capital, LLC | 433 | $237.3K | 0.00% | +433 | New |
| Klingman & Associates, LLC | 607 | $237.8K | 0.01% | +607 | New |
| Jackson Thornton Asset Management, LLC | 473 | $238.0K | 0.02% | −318−40.2% | Reduced |
| Camden Capital, LLC | 608 | $238.1K | 0.02% | +608 | New |
| Marino, Stram & Associates LLC | 609 | $238.6K | 0.04% | +609 | New |
| Wealth Architects, LLC | 610 | $239.0K | 0.02% | −210−25.6% | Reduced |
| BSW Wealth Partners | 611 | $239.4K | 0.03% | +611 | New |
| Coppell Advisory Solutions LLC | 663 | $240.3K | 0.14% | +663 | New |
| Ironwood Investment Counsel, LLC | 615 | $240.9K | 0.03% | +615 | New |
| Transcendent Capital Group LLC | 615 | $241.1K | 0.11% | −542−46.8% | Reduced |
| RPG Investment Advisory, LLC | 616 | $241.3K | 0.03% | +616 | New |
