| Foster Group, Inc. | 330 | $228.7K | 0.01% | +46+16.2% | Added |
| New Hampshire Trust | 331 | $229.4K | 0.05% | +331 | New |
| GWN Securities Inc. | 314 | $229.9K | 0.06% | +314 | New |
| OneAscent Financial Services LLC | 332 | $230.0K | 0.02% | +332 | New |
| Dearborn Partners LLC | 332 | $230.1K | 0.01% | +332 | New |
| Gladstone Institutional Advisory LLC | 332 | $230.2K | 0.01% | +332 | New |
| Blue Fin Capital, Inc. | 333 | $230.8K | 0.04% | −8−2.3% | Reduced |
| American Trust Investment Advisors, LLC | 335 | $232.2K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 335 | $232.2K | 0.02% | +7+2.1% | Added |
| Blalock Williams, LLC | 335 | $232.2K | 0.27% | +335 | New |
| Webster Bank, N. A. | 336 | $232.9K | 0.03% | −38−10.2% | Reduced |
| Alterna Wealth Management, Inc | 337 | $233.6K | 0.20% | +83+32.7% | Added |
| Wallace Advisory Group, LLC | 281 | $234.1K | 0.16% | +34+13.8% | Added |
| Blueshift Asset Management, LLC | 338 | $234.3K | 0.09% | −1,163−77.5% | Reduced |
| Round Rock Advisors, LLC | 338 | $234.3K | 0.05% | +338 | New |
| Warren Averett Asset Management, LLC | 340 | $235.8K | 0.00% | +340 | New |
| HCR Wealth Advisors | 342 | $237.0K | 0.03% | −29−7.8% | Reduced |
| Sky Investment Group LLC | 342 | $237.0K | 0.04% | +342 | New |
| Strive Asset Management, LLC | 342 | $237.0K | 0.18% | +342 | New |
| Matrix Private Capital Group LLC | 343 | $237.7K | 0.14% | +95+38.3% | Added |
| Probity Advisors, Inc. | 343 | $237.7K | 0.05% | +343 | New |
| Opal Wealth Advisors, LLC | 343 | $237.7K | 0.07% | +23+7.2% | Added |
| Great Diamond Partners, LLC | 344 | $238.4K | 0.06% | −15−4.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 344 | $238.4K | 0.02% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 289 | $240.8K | 0.10% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 348 | $241.1K | 0.06% | +29+9.1% | Added |
| Angeles Wealth Management, LLC | 348 | $241.2K | 0.02% | +3+0.9% | Added |
| Blueprint Investment Partners LLC | 348 | $241.2K | 0.04% | +348 | New |
| Centric Wealth Management | 349 | $241.9K | 0.07% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 349 | $241.9K | 0.05% | +349 | New |
| Kathmere Capital Management, LLC | 350 | $242.6K | 0.02% | −3−0.8% | Reduced |
| White Lighthouse Investment Management Inc. | 350 | $242.6K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 352 | $244.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 353 | $244.7K | 0.04% | +347+5,783.3% | Added |
| Simplicity Wealth,LLC | 353 | $244.7K | 0.05% | +353 | New |
| Blue Barn Wealth, LLC | 354 | $245.3K | 0.13% | −42−10.6% | Reduced |
| Custom Index Systems, LLC | 354 | $245.3K | 0.13% | −8−2.2% | Reduced |
| CogentBlue Wealth Advisors, LLC | 354 | $245.3K | 0.22% | +354 | New |
| PAX Financial Group, LLC | 358 | $248.2K | 0.04% | +358 | New |
| Wealthcare Advisory Partners LLC | 358 | $248.2K | 0.01% | −241−40.2% | Reduced |
| Resonant Capital Advisors, LLC | 360 | $249.5K | 0.02% | −109−23.2% | Reduced |
| Unique Wealth Strategies, LLC | 360 | $249.5K | 0.11% | +360 | New |
| Secure Asset Management, LLC | 360 | $249.6K | 0.04% | +360 | New |
| Stephens Investment Management Group LLC | 361 | $250.2K | 0.00% | +104+40.5% | Added |
| MONECO Advisors, LLC | 361 | $250.5K | 0.03% | +361 | New |
| Tidemark, LLC | 361 | $250.5K | 0.10% | −99−21.5% | Reduced |
| Granite Group Advisors, LLC | 362 | $250.9K | 0.16% | −27−6.9% | Reduced |
| ASB Consultores, LLC | 362 | $250.9K | 0.10% | +35+10.7% | Added |
| Tradition Wealth Management, LLC | 365 | $253.0K | 0.02% | −2−0.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 366 | $253.7K | 0.07% | +2+0.5% | Added |
| Edge Capital Group, LLC | 367 | $254.4K | 0.01% | +74+25.3% | Added |
| GoalVest Advisory LLC | 368 | $255.1K | 0.07% | −1,716−82.3% | Reduced |
| Riversedge Advisors, LLC | 369 | $255.7K | 0.06% | +76+25.9% | Added |
| Stratos Wealth Advisors, LLC | 369 | $256.0K | 0.01% | −302−45.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 330 | $256.4K | 0.02% | +33+11.1% | Added |
| AlphaCore Capital LLC | 372 | $257.8K | 0.06% | −28−7.0% | Reduced |
| Cohen Capital Management, Inc. | 372 | $257.8K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 374 | $259.2K | 0.03% | −19−4.8% | Reduced |
| Apella Capital, LLC | 374 | $259.2K | 0.01% | +3+0.8% | Added |
| Aspiriant, LLC | 376 | $260.6K | 0.01% | +376 | New |
| Mayflower Financial Advisors, LLC | 382 | $264.8K | 0.04% | +134+54.0% | Added |
| Empirical Asset Management, LLC | 84,191 | $264.8K | 0.09% | +81,313+2,825.3% | Added |
| WealthBridge Capital Management, LLC | 383 | $265.4K | 0.07% | +99+34.9% | Added |
| Threadgill Financial, LLC | 383 | $265.4K | 0.14% | +383 | New |
| Phillips Wealth Planners LLC | 360 | $266.0K | 0.27% | −11−3.0% | Reduced |
| Falcon Wealth Planning | 386 | $267.5K | 0.03% | −12−3.0% | Reduced |
| Clarendon Private LLC | 388 | $268.9K | 0.28% | +388 | New |
| Venture Visionary Partners LLC | 389 | $269.6K | 0.01% | −112−22.4% | Reduced |
| Howland Capital Management LLC | 389 | $269.6K | 0.01% | +26+7.2% | Added |
| Renaissance Technologies LLC | 386 | $269.7K | 0.00% | +386 | New |
| Breakwater Capital Group | 390 | $270.3K | 0.05% | +5+1.3% | Added |
| Hollencrest Capital Management | 391 | $271.0K | 0.01% | +55+16.4% | Added |
| Bristlecone Advisors, LLC | 391 | $271.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 393 | $272.4K | 0.19% | −65−14.2% | Reduced |
| Graypoint LLC | 394 | $272.7K | 0.02% | +69+21.2% | Added |
| Armstrong, Fleming & Moore, Inc | 394 | $273.1K | 0.17% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 398 | $275.8K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Group | 398 | $275.8K | 0.03% | +398 | New |
| Northside Capital Management, LLC | 399 | $276.4K | 0.07% | +150+60.2% | Added |
| Aspen Grove Capital, LLC | 399 | $276.5K | 0.06% | −68−14.6% | Reduced |
| Kelly Financial Group LLC | 399 | $276.5K | 0.10% | +399 | New |
| Grassi Investment Management | 400 | $277.0K | 0.02% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 400 | $277.2K | 0.05% | +400 | New |
| MGB Wealth Management, LLC | 400 | $277.2K | 0.09% | +400 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 402 | $278.6K | 0.01% | +41+11.4% | Added |
| Forefront Wealth Management Inc. | 404 | $280.0K | 0.26% | +404 | New |
| Prudent Investors Network | 410 | $284.2K | 0.08% | +410 | New |
| Mather Group, LLC. | 412 | $285.5K | 0.00% | +50+13.8% | Added |
| Tectonic Advisors LLC | 413 | $286.1K | 0.02% | −29−6.6% | Reduced |
| Aspetuck Financial Management LLC | 413 | $286.2K | 0.22% | +413 | New |
| TBH Global Asset Management, LLC | 414 | $286.6K | 0.07% | −7−1.7% | Reduced |
| Marcum Wealth, LLC | 414 | $286.9K | 0.02% | −111−21.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 414 | $287.2K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 416 | $288.3K | 0.09% | +416 | New |
| Well Done, LLC | 351 | $292.5K | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 422 | $292.5K | 0.05% | −7−1.6% | Reduced |
| Advyzon Investment Management, LLC | 422 | $292.5K | 0.11% | +422 | New |
| TCG Advisory Services, LLC | 424 | $293.9K | 0.01% | −98−18.8% | Reduced |
| Genesis Private Wealth, LLC | 425 | $294.6K | 0.16% | +425 | New |
| Guardian Wealth Advisors, LLC | 428 | $296.4K | 0.02% | +114+36.3% | Added |
