| Westshore Wealth, LLC | 291 | $252.4K | 0.13% | −22−7.0% | Reduced |
| KCS Wealth Advisory | 293 | $254.2K | 0.09% | +293 | New |
| CNB Bank | 293 | $254.2K | 0.15% | +293 | New |
| Blueshift Asset Management, LLC | 294 | $255.0K | 0.10% | −862−74.6% | Reduced |
| Kozak & Associates, Inc. | 292 | $255.7K | 0.10% | +12+4.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 295 | $255.9K | 0.04% | +295 | New |
| BlackDiamond Wealth Management Inc. | 279 | $256.1K | 0.22% | −56−16.7% | Reduced |
| Callahan Advisors, LLC | 297 | $257.2K | 0.03% | +297 | New |
| Annex Advisory Services, LLC | 297 | $258.1K | 0.01% | +297 | New |
| Foster Group, Inc. | 298 | $258.3K | 0.02% | +298 | New |
| Fortune Financial Advisors, LLC | 298 | $258.5K | 0.19% | +298 | New |
| Union Savings Bank | 288 | $258.8K | 0.15% | +288 | New |
| Clifford Swan Investment Counsel LLC | 299 | $259.4K | 0.01% | +299 | New |
| Blume Capital Management, Inc. | 300 | $260.2K | 0.08% | 00.0% | Unchanged |
| Carmignac Gestion | 300 | $260.2K | 0.00% | +300 | New |
| Sassicaia Capital Advisers LLC | 300 | $260.2K | 0.22% | +300 | New |
| Werba Rubin Papier Wealth Management | 300 | $260.2K | 0.09% | +300 | New |
| First Capital Advisors Group, LLC. | 300 | $260.2K | 0.14% | −182−37.8% | Reduced |
| Thomasville National Bank | 303 | $262.8K | 0.03% | +303 | New |
| Briggs Advisory Group, Inc. | 303 | $262.8K | 0.15% | +303 | New |
| Motive Wealth Advisors | 303 | $262.8K | 0.27% | +303 | New |
| Cottonwood Capital Advisors, LLC | 304 | $263.7K | 0.24% | −36−10.6% | Reduced |
| Monticello Wealth Management, LLC | 305 | $264.2K | 0.03% | +305 | New |
| Salomon & Ludwin, LLC | 305 | $264.6K | 0.03% | +305 | New |
| Exchange Bank | 306 | $265.4K | 0.26% | +306 | New |
| Trivant Custom Portfolio Group, LLC | 307 | $266.3K | 0.19% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 309 | $267.9K | 0.02% | +309 | New |
| Smith Chas P & Associates Pa Cpas | 309 | $268.0K | 0.02% | +309 | New |
| Alliance Wealth Advisors, LLC | 309 | $268.0K | 0.19% | −55−15.1% | Reduced |
| Fortress Wealth Group, LLC | 299 | $268.2K | 0.17% | +299 | New |
| Emfo, LLC | 310 | $268.9K | 0.24% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 311 | $269.8K | 0.21% | −20−6.0% | Reduced |
| Column Capital Advisors, LLC | 311 | $269.8K | 0.04% | −15−4.6% | Reduced |
| Curated Wealth Partners LLC | 311 | $269.8K | 0.05% | +311 | New |
| General Partner, Inc. | 312 | $270.6K | 0.23% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 312 | $270.6K | 0.04% | +312 | New |
| Jackson Thornton Asset Management, LLC | 312 | $270.6K | 0.05% | +312 | New |
| Atomi Financial Group, Inc. | 313 | $271.3K | 0.12% | +313 | New |
| Inscription Capital, LLC | 313 | $271.5K | 0.08% | −27−7.9% | Reduced |
| Klingman & Associates, LLC | 313 | $271.5K | 0.02% | +313 | New |
| Coppell Advisory Solutions LLC | 315 | $271.9K | 0.08% | −96−23.4% | Reduced |
| Buckingham Strategic Partners | 314 | $273.1K | 0.02% | +314 | New |
| Roberts Wealth Advisors, LLC | 316 | $274.1K | 0.12% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 318 | $275.8K | 0.07% | +318 | New |
| Stockman Wealth Management, Inc. | 318 | $275.8K | 0.06% | −3−0.9% | Reduced |
| Missouri Trust & Investment Co | 319 | $276.7K | 0.16% | −21−6.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 318 | $277.0K | 0.27% | +1+0.3% | Added |
| Epic Trust Investment Advisors, LLC | 319 | $277.1K | 0.39% | −153−32.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 320 | $277.6K | 0.24% | +320 | New |
| Charles Schwab Investment Advisory, Inc. | 320 | $277.9K | 0.00% | −38−10.6% | Reduced |
| Baystate Wealth Management LLC | 320 | $277.9K | 0.02% | −4−1.2% | Reduced |
| SkyView Investment Advisors, LLC | 322 | $279.0K | 0.07% | −171−34.7% | Reduced |
| Bellecapital International Ltd. | 322 | $279.3K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 322 | $279.6K | 0.03% | +322 | New |
| Tobam | 324 | $281.0K | 0.02% | +324 | New |
| Vista Wealth Management Group, LLC | 324 | $281.0K | 0.03% | +324 | New |
| Members Capital Advisors Inc | 325 | $281.9K | 0.29% | −2,900−89.9% | Reduced |
| Western Financial Corp | 325 | $282.1K | 0.19% | +325 | New |
| Pure Financial Advisors, Inc. | 326 | $282.8K | 0.01% | −4−1.2% | Reduced |
| Security National Bank of So Dak | 326 | $282.8K | 0.20% | +326 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 326 | $283.0K | 0.15% | −2−0.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 328 | $284.1K | 0.13% | +328 | New |
| Options Solutions, LLC | 328 | $284.8K | 0.28% | +328 | New |
| First American Trust, FSB | 329 | $285.0K | 0.04% | +11+3.5% | Added |
| Northside Capital Management, LLC | 329 | $285.4K | 0.10% | +329 | New |
| Global Strategic Investment Solutions, LLC | 330 | $286.3K | 0.04% | −1−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 330 | $286.3K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 331 | $287.1K | 0.01% | +331 | New |
| American Money Management, LLC | 331 | $287.2K | 0.07% | −7−2.1% | Reduced |
| Parkside Investments, LLC | 332 | $287.7K | 0.05% | +2+0.6% | Added |
| Byrne Asset Management LLC | 337 | $292.0K | 0.19% | −8−2.3% | Reduced |
| Campion Asset Management LLC | 337 | $292.3K | 0.26% | −393−53.8% | Reduced |
| Eagle Strategies LLC | 337 | $292.8K | 0.07% | +337 | New |
| Roman Butler Fullerton & Co | 325 | $292.9K | 0.13% | +1+0.3% | Added |
| Weatherly Asset Management L. P. | 339 | $293.9K | 0.03% | +339 | New |
| Montz Harcus Wealth Management LLC | 340 | $294.8K | 0.24% | +340 | New |
| Caldwell Sutter Capital, Inc. | 340 | $294.9K | 0.15% | +114+50.4% | Added |
| WESPAC Advisors, LLC | 340 | $294.9K | 0.24% | +340 | New |
| Glass Jacobson Investment Advisors llc | 341 | $296.1K | 0.14% | +341 | New |
| Eagle Bay Advisors LLC | 342 | $296.7K | 0.17% | −13−3.7% | Reduced |
| Dover Advisors, LLC | 344 | $298.4K | 0.26% | −136−28.3% | Reduced |
| Guardian Financial Partners, LLC | 345 | $298.8K | 0.87% | +345 | New |
| J.Safra Asset Management Corp | 345 | $299.3K | 0.04% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 345 | $299.3K | 0.25% | +26+8.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 346 | $299.9K | 0.15% | +346 | New |
| Hemington Wealth Management | 346 | $300.0K | 0.12% | −25−6.7% | Reduced |
| Weaver Consulting Group | 346 | $300.1K | 0.13% | +346 | New |
| O'Dell Group, LLC | 348 | $301.9K | 0.09% | +348 | New |
| CSS LLC | 350 | $303.6K | 0.02% | +350 | New |
| Aletheian Wealth Advisors LLC | 352 | $305.3K | 0.21% | +37+11.7% | Added |
| Wealthstream Advisors, Inc. | 354 | $307.1K | 0.16% | +354 | New |
| Hudson Value Partners, LLC | 354 | $307.1K | 0.16% | +354 | New |
| Clarity Wealth Advisors, LLC | 355 | $307.9K | 0.14% | +11+3.2% | Added |
| Goldstein Advisors, LLC | 356 | $308.8K | 0.06% | −55−13.4% | Reduced |
| C M Bidwell & Associates Ltd | 356 | $308.8K | 0.23% | −51−12.5% | Reduced |
| Dearborn Partners LLC | 357 | $309.7K | 0.01% | +15+4.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 434 | $310.0K | 0.01% | +434 | New |
| Atlas Private Wealth Advisors | 362 | $314.0K | 0.06% | +362 | New |
| Invictus Private Wealth, LLC | 363 | $314.9K | 0.03% | −26−6.7% | Reduced |
| Washington Trust Bank | 363 | $314.9K | 0.03% | −33−8.3% | Reduced |
