| Golden State Wealth Management, LLC | 209 | $147.2K | 0.02% | +209 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 210 | $147.9K | 0.09% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 210 | $147.9K | 0.13% | +210 | New |
| Human Investing LLC | 211 | $148.6K | 0.03% | +211 | New |
| Richards, Merrill & Peterson, Inc. | 213 | $149.8K | 0.08% | +213 | New |
| Massmutual Trust Co FSB | 220 | $155.0K | 0.00% | −19−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 223 | $157.1K | 0.01% | +6+2.8% | Added |
| EverSource Wealth Advisors, LLC | 223 | $157.4K | 0.01% | +10+4.7% | Added |
| Optimum Investment Advisors | 225 | $158.5K | 0.07% | −10−4.3% | Reduced |
| Zions Bancorporation, N.A. | 231 | $162.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 234 | $164.8K | 0.03% | −12−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 240 | $169.1K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 246 | $173.3K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $176.1K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 252 | $177.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 255 | $180.0K | 0.09% | −42−14.1% | Reduced |
| Gleason Group, Inc. | 256 | $180.2K | 0.03% | +1+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 265 | $186.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 266 | $187.4K | 0.03% | +12+4.7% | Added |
| Alexis Investment Partners, LLC | 273 | $192.3K | 0.09% | +273 | New |
| Groupe la Francaise | 275 | $195.7K | 0.01% | +275 | New |
| Highview Capital Management LLC | 284 | $200.1K | 0.08% | 00.0% | Unchanged |
| Marion Wealth Management | 284 | $200.1K | 0.05% | +5+1.8% | Added |
| Founders Financial Alliance, LLC | 284 | $200.3K | 0.06% | −20−6.6% | Reduced |
| Leeward Financial Partners, LLC | 287 | $202.2K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 287 | $202.2K | 0.02% | −1−0.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 250 | $202.4K | 0.09% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 288 | $202.9K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 288 | $202.9K | 0.07% | +8+2.9% | Added |
| Investor's Fiduciary Advisor Network, LLC | 288 | $203.0K | 0.08% | +288 | New |
| Fort Point Capital Partners LLC | 289 | $203.6K | 0.02% | +1+0.3% | Added |
| Pinnacle Financial Partners Inc | 290 | $204.3K | 0.00% | −31−9.7% | Reduced |
| Forbes J M & Co LLP | 290 | $204.3K | 0.02% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 290 | $204.6K | 0.03% | +290 | New |
| Colonial River Wealth Management, LLC | 291 | $205.0K | 0.10% | +291 | New |
| Zacks Investment Management | 293 | $206.7K | 0.00% | −82−21.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 295 | $207.5K | 0.07% | +6+2.1% | Added |
| Strategic Blueprint, LLC | 295 | $207.8K | 0.01% | −2−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 296 | $208.5K | 0.05% | −2−0.7% | Reduced |
| Johnson Investment Counsel Inc | 299 | $210.6K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $211.0K | 0.00% | −5,000−94.3% | Reduced |
| Aureus Asset Management, LLC | 300 | $211.3K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 300 | $211.3K | 0.07% | 00.0% | Unchanged |
| Optimize Financial Inc | 301 | $212.0K | 0.16% | +301 | New |
| Ronald Blue Trust, Inc. | 301 | $212.0K | 0.00% | −605−66.8% | Reduced |
| Old Port Advisors | 303 | $213.5K | 0.06% | +8+2.7% | Added |
| Lake Street Financial LLC | 304 | $214.2K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 304 | $214.5K | 0.01% | +1+0.3% | Added |
| SBI Securities Co., Ltd. | 305 | $214.9K | 0.01% | +305 | New |
| Courier Capital LLC | 306 | $215.6K | 0.01% | −12−3.8% | Reduced |
| Bernardo Wealth Planning LLC | 322 | $216.2K | 0.05% | +322 | New |
| Ausdal Financial Partners, Inc. | 307 | $216.3K | 0.02% | +307 | New |
| Cumberland Partners Ltd | 308 | $217.0K | 0.02% | −280−47.6% | Reduced |
| First Manhattan Co | 309 | $218.0K | 0.00% | −2−0.6% | Reduced |
| Verus Capital Partners, LLC | 310 | $218.4K | 0.02% | −30−8.8% | Reduced |
| Banco Santander, S.A. | 310 | $218.4K | 0.00% | +310 | New |
| Great Lakes Advisors, LLC | 312 | $219.8K | 0.00% | +29+10.2% | Added |
| Drive Wealth Management, LLC | 316 | $222.7K | 0.05% | −3−0.9% | Reduced |
| Allen Capital Group, LLC | 318 | $224.0K | 0.03% | −6−1.9% | Reduced |
| First Dallas Securities Inc. | 320 | $225.0K | 0.09% | −5−1.5% | Reduced |
| Seascape Capital Management | 319 | $225.0K | 0.08% | −1−0.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 320 | $225.4K | 0.06% | +20+6.7% | Added |
| Saranac Partners Ltd | 320 | $225.4K | 0.12% | +320 | New |
| Penn Capital Management Co Inc | 321 | $226.1K | 0.02% | −227−41.4% | Reduced |
| Commonwealth Financial Services, LLC | 321 | $226.1K | 0.04% | +1+0.3% | Added |
| Cidel Asset Management Inc | 322 | $226.8K | 0.02% | −21−6.1% | Reduced |
| Cascades Capital Asset Management, LLC | 325 | $228.9K | 0.12% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 325 | $228.9K | 0.04% | +3+0.9% | Added |
| Camden Capital, LLC | 325 | $229.3K | 0.02% | +325 | New |
| Bingham Private Wealth, LLC | 326 | $229.6K | 0.24% | +326 | New |
| Belpointe Asset Management LLC | 310 | $229.8K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 345 | $231.2K | 0.01% | +5+1.5% | Added |
| NCM Capital Management, LLC | 329 | $231.8K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 331 | $232.9K | 0.02% | −1−0.3% | Reduced |
| Perfromance Wealth Partners, LLC | 331 | $232.9K | 0.01% | +1+0.3% | Added |
| Essex Savings Bank | 331 | $233.2K | 0.06% | +16+5.1% | Added |
| Ameritas Advisory Services, LLC | 331 | $233.2K | 0.01% | −17−4.9% | Reduced |
| Vista Wealth Management Group, LLC | 332 | $234.2K | 0.02% | +37+12.5% | Added |
| Mutual Advisors, LLC | 311 | $235.3K | 0.01% | +311 | New |
| Quotient Wealth Partners, LLC | 334 | $235.6K | 0.01% | +6+1.8% | Added |
| BlueChip Wealth Advisors LLC | 337 | $237.4K | 0.13% | −21−5.9% | Reduced |
| Sherbrooke Park Advisers LLC | 337 | $237.4K | 0.08% | +337 | New |
| Wellington Shields Capital Management, LLC | 340 | $239.5K | 0.04% | 00.0% | Unchanged |
| Campion Asset Management LLC | 345 | $243.0K | 0.18% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 346 | $243.5K | 0.11% | −11−3.1% | Reduced |
| Proficio Capital Partners LLC | 346 | $243.8K | 0.02% | +346 | New |
| Avalon Trust Co | 349 | $245.8K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 350 | $246.4K | 0.03% | +350 | New |
| AXS Investments LLC | 350 | $246.6K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 350 | $246.6K | 0.01% | 00.0% | Unchanged |
| Note Advisors, LLC | 350 | $246.6K | 0.22% | +350 | New |
| Wesbanco Bank Inc | 353 | $248.7K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 354 | $249.4K | 0.02% | +354 | New |
| Moody Lynn & Lieberson, LLC | 355 | $250.1K | 0.02% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 355 | $250.1K | 0.18% | +355 | New |
| Abacus Planning Group, Inc. | 358 | $251.9K | 0.04% | −17−4.5% | Reduced |
| ASB Consultores, LLC | 359 | $252.9K | 0.11% | −41−10.3% | Reduced |
| Capital Analysts, LLC | 359 | $253.0K | 0.01% | −27−7.0% | Reduced |
| Northwest & Ethical Investments L.P. | 360 | $253.3K | 0.01% | −237−39.7% | Reduced |
| Coastal Investment Advisors, Inc. | 365 | $253.7K | 0.10% | +90+32.7% | Added |
