| Simmons Bank | 680 | $204.1K | 0.02% | +680 | New |
| TriaGen Wealth Management LLC | 690 | $207.1K | 0.09% | −8,383−92.4% | Reduced |
| Foundations Investment Advisors, LLC | 690 | $207.1K | 0.01% | +690 | New |
| CoreCap Advisors, LLC | 690 | $207.1K | 0.01% | +690 | New |
| Cottage Street Advisors LLC | 691 | $207.4K | 0.13% | +691 | New |
| Vise Technologies, Inc. | 693 | $208.0K | 0.04% | +693 | New |
| Fairhaven Wealth Management, LLC | 693 | $208.0K | 0.07% | +693 | New |
| SPC Financial, Inc. | 697 | $209.2K | 0.02% | +697 | New |
| KMG Fiduciary Partners, LLC | 699 | $209.8K | 0.02% | +699 | New |
| Aaron Wealth Advisors | 699 | $209.8K | 0.03% | +699 | New |
| Alta Advisers Ltd | 700 | $210.1K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 700 | $210.1K | 0.05% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 700 | $210.1K | 0.02% | +700 | New |
| HCR Wealth Advisors | 701 | $210.4K | 0.03% | +701 | New |
| Plancorp, LLC | 702 | $210.7K | 0.01% | +702 | New |
| Armstrong, Fleming & Moore, Inc | 703 | $211.2K | 0.15% | +703 | New |
| Flagship Harbor Advisors, LLC | 703 | $211.2K | 0.01% | +703 | New |
| Bell Bank | 704 | $211.3K | 0.02% | +704 | New |
| Forum Private Client Group LLC | 709 | $212.8K | 0.10% | +709 | New |
| L.M. Kohn & Company | 709 | $212.9K | 0.06% | +709 | New |
| Atwood & Palmer Inc | 710 | $213.1K | 0.02% | +10+1.4% | Added |
| Athena Investment Management | 711 | $213.4K | 0.13% | +711 | New |
| Prosperity Consulting Group, LLC | 716 | $214.9K | 0.03% | +716 | New |
| Accordant Advisory Group Inc | 716 | $214.9K | 0.16% | +716 | New |
| Heartwood Wealth Advisors LLC | 717 | $215.2K | 0.03% | +717 | New |
| Diversify Advisory Services, LLC | 726 | $215.4K | 0.01% | +726 | New |
| FourThought Financial Partners, LLC | 719 | $215.8K | 0.02% | +719 | New |
| Claret Asset Management Corp | 721 | $216.0K | 0.04% | +721 | New |
| Catalina Capital Group, LLC | 723 | $217.0K | 0.09% | +723 | New |
| Prelude Capital Management, LLC | 727 | $218.2K | 0.01% | −277−27.6% | Reduced |
| Pure Financial Advisors, Inc. | 727 | $218.2K | 0.01% | +727 | New |
| VisionPoint Advisory Group, LLC | 728 | $218.5K | 0.08% | +237+48.3% | Added |
| Simon Quick Advisors, LLC | 729 | $218.9K | 0.02% | +729 | New |
| Convergence Investment Partners, LLC | 730 | $219.0K | 0.08% | +730 | New |
| Baldwin Brothers Inc | 730 | $219.1K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 730 | $219.1K | 0.02% | +730 | New |
| Five Oceans Advisors | 730 | $219.1K | 0.11% | +730 | New |
| Strategic Advisors LLC | 736 | $220.9K | 0.04% | +736 | New |
| Busey Wealth Management | 737 | $221.2K | 0.01% | −99−11.8% | Reduced |
| Stonebridge Capital Advisors LLC | 737 | $221.2K | 0.02% | +737 | New |
| Diametric Capital, LP | 738 | $221.5K | 0.12% | +738 | New |
| MWA Asset Management | 739 | $221.8K | 0.16% | +739 | New |
| Crestone Asset Management LLC | 739 | $221.8K | 0.04% | −339−31.4% | Reduced |
| Foster & Motley Inc | 743 | $223.0K | 0.02% | +743 | New |
| Perpetual Ltd | 743 | $223.0K | 0.00% | +743 | New |
| Atlantic Union Bankshares Corp | 745 | $223.6K | 0.02% | +745 | New |
| Spears Abacus Advisors LLC | 745 | $223.6K | 0.00% | +745 | New |
| First National Bank of Omaha | 665 | $224.1K | 0.02% | −375−36.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 748 | $224.6K | 0.04% | +748 | New |
| Retirement Income Solutions, Inc | 748 | $224.6K | 0.05% | +748 | New |
| Washington Trust Co | 750 | $225.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 750 | $225.2K | 0.04% | +2+0.3% | Added |
| Wilkins Investment Counsel Inc | 750 | $225.2K | 0.03% | +750 | New |
| Smith & Howard Wealth Management, LLC | 750 | $225.2K | 0.07% | +750 | New |
| Douglas Lane & Associates, LLC | 750 | $225.2K | 0.00% | +750 | New |
| Angeles Investment Advisors, LLC | 757 | $227.3K | 0.01% | +757 | New |
| Sanders Morris Harris LLC | 758 | $227.6K | 0.04% | +758 | New |
| Strategy Asset Managers LLC | 760 | $228.2K | 0.05% | +760 | New |
| YHB Investment Advisors, Inc. | 760 | $228.2K | 0.02% | +760 | New |
| GeoWealth Management, LLC | 762 | $228.8K | 0.01% | +330+76.4% | Added |
| Wealth Group, Ltd. | 764 | $229.0K | 0.17% | +764 | New |
| Badgley Phelps Wealth Managers, LLC | 765 | $229.7K | 0.01% | +765 | New |
| Capital Investment Advisors, LLC | 766 | $229.9K | 0.01% | +766 | New |
| Integrated Investment Consultants, LLC | 766 | $230.0K | 0.06% | +766 | New |
| Kowal Investment Group, LLC | 767 | $230.4K | 0.05% | +767 | New |
| Formidable Asset Management, LLC | 773 | $232.1K | 0.04% | +773 | New |
| Bangor Savings Bank | 783 | $235.1K | 0.02% | −321−29.1% | Reduced |
| Cim, LLC | 785 | $235.7K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 789 | $237.0K | 0.02% | +789 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 790 | $237.2K | 0.03% | +790 | New |
| L2 Asset Management, LLC | 792 | $237.8K | 0.08% | −29−3.5% | Reduced |
| Monument Capital Management | 793 | $238.1K | 0.07% | +793 | New |
| Blueprint Investment Partners LLC | 794 | $238.4K | 0.05% | −286−26.5% | Reduced |
| Fort, L.P. | 795 | $238.7K | 0.60% | −296−27.1% | Reduced |
| Institute for Wealth Management, LLC. | 798 | $239.6K | 0.03% | −160−16.7% | Reduced |
| Michael B. Yongue | 799 | $239.9K | 0.21% | −90−10.1% | Reduced |
| Ulland Investment Advisors, LLC | 800 | $240.0K | 0.19% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $240.2K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 800 | $240.2K | 0.06% | +800 | New |
| Bridges Investment Management Inc | 800 | $240.2K | 0.01% | +800 | New |
| Fractal Investments LLC | 800 | $240.2K | 0.04% | +800 | New |
| Axq Capital, LP | 800 | $240.2K | 0.06% | +800 | New |
| Morris Retirement Advisors, LLC | 800 | $240.2K | 0.14% | −753−48.5% | Reduced |
| Noble Family Wealth, LLC | 805 | $241.7K | 0.07% | +805 | New |
| Fielder Capital Group LLC | 806 | $242.0K | 0.11% | +806 | New |
| PDS Planning, Inc | 809 | $242.9K | 0.03% | +809 | New |
| PFG Advisors | 809 | $242.9K | 0.02% | +809 | New |
| Marathon Strategic Advisors, LLC | 809 | $242.9K | 0.30% | +809 | New |
| Hazlett, Burt & Watson, Inc. | 810 | $243.0K | 0.15% | 00.0% | Unchanged |
| tru Independence LLC | 820 | $246.1K | 0.07% | +820 | New |
| Horizon Family Wealth, Inc. | 828 | $248.5K | 0.19% | −222−21.1% | Reduced |
| SilverOak Wealth Management LLC | 830 | $249.2K | 0.06% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 834 | $250.3K | 0.10% | −19−2.2% | Reduced |
| Quantum Financial Advisors, LLC | 834 | $250.4K | 0.05% | −7−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 840 | $252.0K | 0.01% | +5+0.6% | Added |
| Mechanics Bank Trust Department | 840 | $252.2K | 0.04% | −20−2.3% | Reduced |
| LWM Advisory Services, LLC | 840 | $252.2K | 0.20% | 00.0% | Unchanged |
| AlTi Global, Inc. | 842 | $252.8K | 0.01% | +842 | New |
| Quent Capital, LLC | 848 | $254.7K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 849 | $254.9K | 0.03% | 00.0% | Unchanged |
