| Brighton Securities Corp. | 635 | $202.2K | 0.10% | −180−22.1% | Reduced |
| AGH Wealth Advisors, LLC | 636 | $202.3K | 0.15% | +636 | New |
| Oregon Pacific Wealth Management, LLC | 639 | $203.3K | 0.21% | −310−32.7% | Reduced |
| Aletheian Wealth Advisors LLC | 639 | $203.3K | 0.10% | +639 | New |
| Basecamp Wealth Advisors LLC | 640 | $203.6K | 0.04% | +10+1.6% | Added |
| Tranquility Partners, LLC | 640 | $203.6K | 0.08% | +640 | New |
| Jaffetilchin Investment Partners, LLC | 641 | $203.9K | 0.01% | +641 | New |
| TigerOak Management, L.L.C. | 641 | $203.9K | 0.06% | +641 | New |
| Addison Advisors LLC | 644 | $204.9K | 0.05% | +16+2.5% | Added |
| Roberts Glore & Co Inc | 646 | $205.5K | 0.06% | +646 | New |
| Jackson Hole Capital Partners, LLC | 647 | $205.8K | 0.03% | +647 | New |
| Tempo Wealth, LLC | 647 | $205.8K | 0.04% | +647 | New |
| Mairs & Power Inc | 648 | $206.2K | 0.00% | +648 | New |
| Palumbo Wealth Management LLC | 648 | $206.2K | 0.05% | +648 | New |
| Wealth Group, Ltd. | 650 | $207.0K | 0.19% | +650 | New |
| Eurizon SLJ Capital Ltd | 651 | $207.1K | 0.10% | +651 | New |
| Elevation Wealth Management LLC | 652 | $207.3K | 0.19% | +652 | New |
| West Family Investments, Inc. | 652 | $207.4K | 0.07% | −969−59.8% | Reduced |
| Walker Asset Management, LLC | 652 | $207.6K | 0.11% | +652 | New |
| Leo Wealth, LLC | 653 | $207.8K | 0.02% | +653 | New |
| City State Bank | 654 | $208.1K | 0.05% | +12+1.9% | Added |
| West Paces Advisors Inc. | 656 | $208.7K | 0.04% | +656 | New |
| SOA Wealth Advisors, LLC. | 656 | $208.7K | 0.04% | +2+0.3% | Added |
| LexAurum Advisors, LLC | 665 | $211.4K | 0.03% | +665 | New |
| Burke & Herbert Bank & Trust Co | 665 | $211.6K | 0.06% | +665 | New |
| 1620 Investment Advisors, Inc. | 666 | $212.0K | 0.14% | −5−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 667 | $212.2K | 0.01% | −1,223−64.7% | Reduced |
| Root Financial Partners, LLC | 671 | $213.5K | 0.01% | +50+8.1% | Added |
| Silicon Valley Capital Partners | 672 | $213.8K | 0.02% | +27+4.2% | Added |
| Heritage Wealth Advisors | 673 | $214.1K | 0.01% | +290+75.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 673 | $214.1K | 0.05% | +673 | New |
| State of Wyoming | 674 | $214.4K | 0.03% | +674 | New |
| Hilltop National Bank | 675 | $214.7K | 0.05% | +237+54.1% | Added |
| Heartland Bank & Trust Co | 675 | $214.7K | 0.05% | +675 | New |
| Northwest Wealth Management, LLC | 676 | $215.1K | 0.03% | +676 | New |
| Concentrum Wealth Management | 677 | $215.4K | 0.06% | +677 | New |
| American National Bank | 678 | $215.7K | 0.02% | +232+52.0% | Added |
| Harvest Management LLC | 681 | $216.7K | 0.12% | +681 | New |
| Calamos Wealth Management LLC | 683 | $217.3K | 0.01% | −52,294−98.7% | Reduced |
| Knightsbridge Asset Management, LLC | 686 | $218.2K | 0.03% | +686 | New |
| Impact Partnership Wealth, LLC | 687 | $218.6K | 0.03% | −403−37.0% | Reduced |
| Omnitrust Wealth Management, Inc | 690 | $219.5K | 0.28% | −202−22.6% | Reduced |
| Portside Wealth Group, LLC | 690 | $219.5K | 0.03% | +690 | New |
| Busey Wealth Management | 692 | $220.2K | 0.01% | −101−12.7% | Reduced |
| Foster Group, Inc. | 693 | $220.5K | 0.01% | −500−41.9% | Reduced |
| Moody National Bank Trust Division | 698 | $222.1K | 0.02% | +698 | New |
| Flywheel Private Wealth LLC | 703 | $223.7K | 0.13% | +703 | New |
| Csenge Advisory Group | 704 | $224.0K | 0.01% | −578−45.1% | Reduced |
| Clark Capital Management Group, Inc. | 706 | $224.7K | 0.00% | +706 | New |
| Ellis Investment Partners, LLC | 706 | $224.8K | 0.04% | +706 | New |
| Walkner Condon Financial Advisors LLC | 708 | $225.2K | 0.03% | +708 | New |
| Legacy Wealth Management, LLC | 708 | $225.2K | 0.06% | +708 | New |
| Victory Financial Group, LLC | 710 | $225.9K | 0.03% | −277−28.1% | Reduced |
| Virtue Capital Management, LLC | 747 | $226.4K | 0.03% | +747 | New |
| Strategic Blueprint, LLC | 712 | $226.6K | 0.01% | +712 | New |
| Franklin Street Advisors Inc | 714 | $227.2K | 0.01% | +714 | New |
| Tillman Hartley LLC | 719 | $228.7K | 0.06% | −91−11.2% | Reduced |
| Investment Advisory Group, LLC | 719 | $228.7K | 0.06% | +719 | New |
| Seven Mile Advisory | 721 | $229.4K | 0.17% | −79−9.9% | Reduced |
| Old Point Trust & Financial Services N A | 721 | $229.4K | 0.07% | −40−5.3% | Reduced |
| Asset One Wealth Management LLC | 614 | $230.4K | 0.03% | +614 | New |
| First Foundation Advisors | 726 | $231.0K | 0.01% | +726 | New |
| Planning Alternatives Ltd | 727 | $231.3K | 0.03% | +727 | New |
| Principal Street Partners, LLC | 727 | $231.3K | 0.04% | +727 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 727 | $231.3K | 0.11% | +727 | New |
| Muirfield Wealth Advisors LLC | 727 | $231.4K | 0.17% | +727 | New |
| AMG National Trust Bank | 729 | $231.9K | 0.01% | +729 | New |
| VeraBank, N.A. | 730 | $232.2K | 0.04% | +730 | New |
| Steigerwald, Gordon & Koch Inc. | 731 | $232.6K | 0.02% | +88+13.7% | Added |
| TCI Wealth Advisors, Inc. | 731 | $232.6K | 0.01% | −19−2.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 731 | $232.6K | 0.13% | −100−12.0% | Reduced |
| Berry Wealth Group, LP | 733 | $233.1K | 0.87% | −251−25.5% | Reduced |
| Ellevest, Inc. | 733 | $233.2K | 0.03% | +733 | New |
| Brand Asset Management Group, Inc. | 735 | $233.7K | 0.06% | +735 | New |
| Barton Investment Management | 735 | $233.8K | 0.03% | +735 | New |
| Fielder Capital Group LLC | 740 | $235.4K | 0.05% | +740 | New |
| Kiley Juergens Wealth Management, LLC | 741 | $235.7K | 0.04% | +741 | New |
| Douglass Winthrop Advisors, LLC | 742 | $236.1K | 0.00% | −825−52.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 743 | $236.4K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 744 | $236.5K | 0.00% | −12−1.6% | Reduced |
| Xxi Wealth, LLC | 744 | $236.7K | 0.13% | +744 | New |
| Quarry LP | 747 | $237.7K | 0.05% | +707+1,767.5% | Added |
| BTG Pactual Asset Management US LLC | 748 | $238.0K | 0.02% | +748 | New |
| Greenline Wealth Management LLC | 748 | $238.0K | 0.27% | +677+953.5% | Added |
| Capital Investment Counsel, Inc | 749 | $238.3K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 750 | $238.6K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 752 | $239.2K | 0.03% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 753 | $239.6K | 0.08% | +708+1,573.3% | Added |
| Meridian Wealth Management, LLC | 753 | $239.7K | 0.01% | +753 | New |
| Key Client Fiduciary Advisors, LLC | 755 | $240.1K | 0.08% | +2+0.3% | Added |
| Rice Partnership, LLC | 756 | $240.5K | 0.03% | 00.0% | Unchanged |
| IFC Advisors LLC | 757 | $240.8K | 0.03% | −46−5.7% | Reduced |
| Bailard, Inc. | 758 | $241.2K | 0.01% | +5+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 689 | $241.2K | 0.02% | −62−8.3% | Reduced |
| Mystic Asset Management, Inc. | 759 | $241.5K | 0.06% | +9+1.2% | Added |
| Hunter Associates Investment Management LLC | 766 | $243.0K | 0.03% | +766 | New |
| Vivaldi Capital Management, LLC | 765 | $243.4K | 0.03% | −20−2.5% | Reduced |
| Enterprise Financial Services Corp | 766 | $243.7K | 0.12% | +4+0.5% | Added |
| Beaton Management Co. Inc. | 767 | $244.0K | 0.11% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 767 | $244.0K | 0.04% | +767 | New |
