| Invenio Wealth Partners LLC | 249 | $277.9K | 0.20% | +249 | New |
| Golden Road Advisors LLC | 249 | $277.9K | 0.27% | +249 | New |
| Summit Wealth Partners, LLC | 249 | $277.9K | 0.06% | +249 | New |
| Custom Portfolio Group LLC | 249 | $277.9K | 0.25% | +249 | New |
| JFS Wealth Advisors, LLC | 249 | $277.9K | 0.02% | +90+56.6% | Added |
| Oxler Private Wealth LLC | 250 | $278.7K | 0.23% | +2+0.8% | Added |
| S&CO Inc | 250 | $279.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $279.1K | 0.10% | −4−1.6% | Reduced |
| Merriman Wealth Management, LLC | 250 | $279.1K | 0.01% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 250 | $279.1K | 0.09% | 00.0% | Unchanged |
| Private Client Services, LLC | 250 | $279.2K | 0.23% | +250 | New |
| Epic Trust Investment Advisors, LLC | 250 | $279.3K | 0.37% | −37−12.9% | Reduced |
| Montz Harcus Wealth Management LLC | 251 | $280.0K | 0.21% | −6−2.3% | Reduced |
| Parker Financial LLC | 251 | $280.2K | 0.17% | +4+1.6% | Added |
| Hall Capital Management Co Inc | 251 | $280.2K | 0.16% | +251 | New |
| Goldstein Advisors, LLC | 251 | $280.2K | 0.05% | +251 | New |
| First National Bank Sioux Falls | 252 | $281.3K | 0.14% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 252 | $281.3K | 0.22% | +252 | New |
| Rappaport Reiches Capital Management, LLC | 253 | $282.4K | 0.10% | +253 | New |
| McAdam, LLC | 253 | $282.8K | 0.02% | −22−8.0% | Reduced |
| CAP Partners, LLC | 254 | $283.0K | 0.28% | +254 | New |
| Cherrydale Wealth Management, LLC | 254 | $283.0K | 0.15% | +6+2.4% | Added |
| Narus Financial Partners, LLC | 254 | $283.7K | 0.14% | +254 | New |
| Cahill Financial Advisors Inc | 255 | $284.6K | 0.04% | −41−13.9% | Reduced |
| HFG Advisors, Inc. | 255 | $284.6K | 0.27% | −3−1.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 257 | $286.7K | 0.08% | −1−0.4% | Reduced |
| Hill Island Financial LLC | 257 | $286.8K | 0.10% | +257 | New |
| Covestor Ltd | 258 | $288.0K | 0.20% | −1,842−87.7% | Reduced |
| Eagle Strategies LLC | 258 | $288.1K | 0.06% | +3+1.2% | Added |
| Peterson Wealth Advisors, LLC | 261 | $291.2K | 0.07% | +261 | New |
| Watershed Asset Management, L.L.C. | 261 | $291.3K | 0.34% | +261 | New |
| Kellett Schaffner Wealth Advisors LLC | 261 | $291.3K | 0.22% | +261 | New |
| Simplicity Wealth,LLC | 261 | $291.7K | 0.11% | +261 | New |
| McLean Asset Management Corp | 278 | $292.0K | 0.11% | +278 | New |
| Florida Financial Advisors, LLC | 428 | $292.0K | 0.27% | +428 | New |
| Principle Wealth Partners LLC | 262 | $293.0K | 0.03% | +262 | New |
| Lincoln Capital Corp | 263 | $293.6K | 0.14% | +6+2.3% | Added |
| Wellington Wealth Strategies, LLC. | 263 | $293.6K | 0.26% | +263 | New |
| King Wealth | 264 | $294.0K | 0.06% | −5−1.9% | Reduced |
| Breakwater Capital Group | 241 | $294.1K | 0.08% | +241 | New |
| Royal Capital Wealth Management, LLC | 264 | $294.7K | 0.26% | +264 | New |
| WoodTrust Financial Corp | 264 | $295.0K | 0.05% | +264 | New |
| Compass Ion Advisors, LLC | 266 | $296.6K | 0.05% | +266 | New |
| Options Solutions, LLC | 266 | $296.8K | 0.32% | −64−19.4% | Reduced |
| C M Bidwell & Associates Ltd | 266 | $296.9K | 0.22% | +1+0.4% | Added |
| Manchester Financial Inc | 266 | $296.9K | 0.08% | +266 | New |
| United Bank | 266 | $296.9K | 0.04% | −90−25.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 266 | $297.0K | 0.15% | −14−5.0% | Reduced |
| Ergawealth Advisors, Inc. | 268 | $299.2K | 0.18% | +268 | New |
| Lee Danner & Bass Inc | 269 | $300.0K | 0.03% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 269 | $300.2K | 0.05% | +3+1.1% | Added |
| Cubic Asset Management, LLC | 269 | $300.3K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 269 | $300.3K | 3.36% | +269 | New |
| Silver Coast Investments LLC | 269 | $300.3K | 0.14% | +269 | New |
| Summit Global Investments | 270 | $302.0K | 0.02% | +270 | New |
| ISAM Funds (UK) Ltd | 271 | $302.5K | 0.22% | +271 | New |
| McElhenny Sheffield Capital Management, LLC | 277 | $302.6K | 0.12% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 272 | $303.6K | 0.02% | −84−23.6% | Reduced |
| Platform Technology Partners | 240 | $304.0K | 0.12% | +240 | New |
| Prosperity Wealth Management, Inc. | 273 | $304.7K | 0.20% | +273 | New |
| 1858 Wealth Management, LLC | 273 | $304.7K | 0.29% | +273 | New |
| Granite Harbor Advisors, Inc. | 275 | $307.0K | 0.23% | +275 | New |
| J.Safra Asset Management Corp | 276 | $308.1K | 0.04% | −69−20.0% | Reduced |
| MSH Capital Advisors LLC | 277 | $309.4K | 0.12% | −161−36.8% | Reduced |
| Plan Group Financial, LLC | 278 | $309.9K | 0.27% | +28+11.2% | Added |
| Eldridge Investment Advisors, Inc. | 279 | $311.0K | 0.08% | +38+15.8% | Added |
| Pine Haven Investment Counsel, Inc | 279 | $311.4K | 0.29% | 00.0% | Unchanged |
| Williams & Novak, LLC | 279 | $311.4K | 0.35% | +279 | New |
| Jarislowsky, Fraser Ltd | 280 | $312.6K | 0.00% | +280 | New |
| Harbor Advisory Corp | 281 | $313.7K | 0.11% | 00.0% | Unchanged |
| AJOVista, LLC | 281 | $313.7K | 0.40% | +281 | New |
| M. Kraus & Co | 282 | $314.8K | 0.10% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 282 | $314.8K | 0.03% | −139−33.0% | Reduced |
| HCR Wealth Advisors | 282 | $315.3K | 0.05% | +282 | New |
| Weaver Consulting Group | 283 | $315.9K | 0.13% | −63−18.2% | Reduced |
| One Charles Private Wealth Services, LLC | 283 | $315.9K | 0.17% | +6+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 283 | $315.9K | 0.12% | +46+19.4% | Added |
| VCI Wealth Management LLC | 283 | $316.0K | 0.19% | +283 | New |
| Hemington Wealth Management | 283 | $316.0K | 0.12% | −4−1.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 283 | $316.3K | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 283 | $316.4K | 0.05% | +11+4.0% | Added |
| Palisade Asset Management, LLC | 284 | $317.0K | 0.03% | +284 | New |
| Walker Asset Management, LLC | 288 | $321.5K | 0.23% | +288 | New |
| Texas Capital Bank Wealth Management Services Inc | 288 | $321.5K | 0.04% | +288 | New |
| Kingdom Financial Group LLC. | 288 | $321.7K | 0.28% | +23+8.7% | Added |
| Meridian Wealth Partners, LLC | 289 | $322.3K | 0.06% | +31+12.0% | Added |
| 1776 Wealth LLC | 289 | $322.6K | 0.16% | +9+3.2% | Added |
| Watershed Private Wealth LLC | 290 | $323.7K | 0.18% | +290 | New |
| Verus Capital Partners, LLC | 290 | $323.9K | 0.04% | +30+11.5% | Added |
| 49 Wealth Management, LLC | 290 | $324.0K | 0.08% | +290 | New |
| Whalerock Point Partners, LLC | 291 | $324.8K | 0.10% | +291 | New |
| Concorde Asset Management, LLC | 292 | $325.5K | 0.22% | −20−6.4% | Reduced |
| Two Sigma Securities, LLC | 293 | $327.1K | 0.01% | −1,646−84.9% | Reduced |
| Fortune Financial Advisors, LLC | 294 | $328.5K | 0.23% | −5−1.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 295 | $329.0K | 0.02% | −2−0.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 295 | $329.0K | 0.02% | +295 | New |
| Benedetti & Gucer, Inc. | 295 | $329.3K | 0.17% | +35+13.5% | Added |
| Plante Moran Financial Advisors, LLC | 295 | $329.3K | 0.03% | +117+65.7% | Added |
| Invst, LLC | 270 | $330.2K | 0.04% | +270 | New |
| Country Trust Bank | 296 | $330.4K | 0.01% | −121−29.0% | Reduced |
