| Red Door Wealth Management, LLC | 58 | $205.7K | 0.04% | +58 | New |
| Hobbs Group Advisors, LLC | 58 | $205.7K | 0.09% | +58 | New |
| Trillium Asset Management, LLC | 58 | $206.0K | 0.01% | −10−14.7% | Reduced |
| Shepherd Financial Partners LLC | 59 | $209.3K | 0.03% | +59 | New |
| Prospera Financial Services Inc | 59 | $209.3K | 0.01% | −8−11.9% | Reduced |
| Perennial Investment Advisors, LLC | 59 | $209.3K | 0.03% | +59 | New |
| Vivaldi Capital Management, LLC | 56 | $209.9K | 0.06% | +56 | New |
| Prelude Capital Management, LLC | 61 | $216.4K | 0.02% | −35−36.5% | Reduced |
| Affinity Investment Advisors, LLC | 61 | $216.4K | 0.15% | −6−9.0% | Reduced |
| Harbour Investments, Inc. | 61 | $216.4K | 0.01% | +20+48.8% | Added |
| Capital Investment Advisors, LLC | 62 | $219.0K | 0.01% | +62 | New |
| Larson Financial Group LLC | 62 | $219.9K | 0.02% | +29+87.9% | Added |
| Grandfield & Dodd, LLC | 62 | $219.9K | 0.02% | +62 | New |
| Aspiriant, LLC | 62 | $219.9K | 0.01% | +62 | New |
| First Western Trust Bank | 62 | $219.9K | 0.01% | +62 | New |
| Stonehearth Capital Management, LLC | 62 | $219.9K | 0.11% | +62 | New |
| Douglas Lane & Associates, LLC | 62 | $219.9K | 0.00% | +62 | New |
| Transcend Wealth Collective, LLC | 62 | $219.9K | 0.02% | +62 | New |
| Keudell/Morrison Wealth Management | 62 | $219.9K | 0.07% | +62 | New |
| Aprio Wealth Management, LLC | 62 | $219.9K | 0.05% | +62 | New |
| Venturi Wealth Management, LLC | 62 | $219.9K | 0.02% | +6+10.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 62 | $220.0K | 0.00% | −2−3.1% | Reduced |
| Bank of Hawaii | 63 | $223.5K | 0.01% | +63 | New |
| Inspire Trust Co, N.A. | 63 | $223.5K | 0.23% | +63 | New |
| Opal Wealth Advisors, LLC | 63 | $223.5K | 0.09% | −16−20.3% | Reduced |
| Smith, Moore & Co. | 63 | $223.5K | 0.03% | +63 | New |
| Oracle Alpha Inc. | 63 | $223.5K | 0.29% | +63 | New |
| Banco Santander, S.A. | 64 | $227.0K | 0.00% | −182−74.0% | Reduced |
| Csenge Advisory Group | 64 | $227.0K | 0.01% | +64 | New |
| Regent Peak Wealth Advisors LLC | 64 | $227.0K | 0.06% | +64 | New |
| Thrive Capital Management, LLC | 64 | $227.0K | 0.12% | +64 | New |
| MGB Wealth Management, LLC | 64 | $227.0K | 0.11% | +64 | New |
| Encompass Wealth Advisors, LLC | 65 | $230.5K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 65 | $230.6K | 0.03% | −4,375−98.5% | Reduced |
| CWS Financial Advisors, LLC | 65 | $230.6K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 65 | $230.6K | 0.13% | +65 | New |
| Dakota Wealth Management | 65 | $230.6K | 0.01% | +65 | New |
| Altfest L J & Co Inc | 65 | $231.0K | 0.03% | −2−3.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 66 | $234.0K | 0.08% | +61+1,220.0% | Added |
| Synergy Financial Group, LTD | 66 | $234.1K | 0.29% | −4−5.7% | Reduced |
| Beaumont Financial Advisors, LLC | 67 | $237.7K | 0.02% | +1+1.5% | Added |
| Advanced Asset Management Advisors Inc | 68 | $241.2K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 68 | $241.2K | 0.11% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 69 | $244.8K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 69 | $244.8K | 0.05% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 69 | $244.8K | 0.07% | +69 | New |
| Eastern Bank | 69 | $244.8K | 0.01% | −4−5.5% | Reduced |
| Parkside Financial Bank & Trust | 69 | $244.8K | 0.04% | +3+4.5% | Added |
| AlTi Global, Inc. | 69 | $244.8K | 0.01% | +69 | New |
| Marex Group plc | 69 | $244.8K | 0.01% | +69 | New |
| Flputnam Investment Management Co | 70 | $248.3K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 70 | $248.3K | 0.12% | +70 | New |
| Claro Advisors LLC | 70 | $248.3K | 0.05% | +70 | New |
| HM Payson & Co | 71 | $251.9K | 0.01% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 71 | $251.9K | 0.06% | 00.0% | Unchanged |
| US Asset Management LLC | 71 | $252.0K | 0.25% | +71 | New |
| StrategIQ Financial Group, LLC | 72 | $255.4K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 72 | $255.4K | 0.10% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 72 | $255.4K | 0.36% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 72 | $255.4K | 0.34% | +72 | New |
| Allworth Financial LP | 72 | $255.4K | 0.00% | +8+12.5% | Added |
| GTS Securities LLC | 73 | $258.9K | 0.01% | −78−51.7% | Reduced |
| Quantum Financial Advisors, LLC | 73 | $258.9K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 73 | $258.9K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 74 | $262.5K | 0.04% | +74 | New |
| Portside Wealth Group, LLC | 74 | $262.5K | 0.05% | −4−5.1% | Reduced |
| Capital Investment Advisory Services, LLC | 74 | $262.5K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 74 | $262.5K | 0.05% | +74 | New |
| Gratus Wealth Advisors, LLC | 74 | $262.5K | 0.05% | +74 | New |
| Interchange Capital Partners, LLC | 75 | $266.0K | 0.20% | +75 | New |
| GM Advisory Group, Inc. | 75 | $266.0K | 0.02% | +75 | New |
| Marcum Wealth, LLC | 75 | $266.0K | 0.03% | −9−10.7% | Reduced |
| Forum Financial Management, LP | 75 | $266.0K | 0.01% | +2+2.7% | Added |
| Petrus Trust Company, LTA | 75 | $266.0K | 0.03% | +75 | New |
| McLean Asset Management Corp | 79 | $269.2K | 0.10% | 00.0% | Unchanged |
| Exchange Bank | 76 | $269.6K | 0.23% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 76 | $269.6K | 0.00% | +4+5.6% | Added |
| Rockingstone Advisors LLC | 77 | $273.1K | 0.15% | +4+5.5% | Added |
| VisionPoint Advisory Group, LLC | 77 | $273.1K | 0.10% | +7+10.0% | Added |
| Chicago Partners Investment Group LLC | 79 | $276.2K | 0.01% | +79 | New |
| Altshuler Shaham Ltd | 78 | $276.7K | 0.02% | −18−18.8% | Reduced |
| Quotient Wealth Partners, LLC | 78 | $276.7K | 0.01% | +78 | New |
| Webster Bank, N. A. | 79 | $280.2K | 0.03% | +18+29.5% | Added |
| Machina Capital S.A.S. | 79 | $280.2K | 0.18% | +79 | New |
| IMS Capital Management | 80 | $283.8K | 0.14% | −3−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 81 | $287.3K | 0.02% | −4−4.7% | Reduced |
| Prentice Wealth Management LLC | 81 | $287.3K | 0.11% | −1−1.2% | Reduced |
| LM Advisors LLC | 81 | $287.3K | 0.06% | +81 | New |
| Kovack Advisors, Inc. | 82 | $290.2K | 0.03% | +82 | New |
| Centurion Wealth Management LLC | 82 | $290.9K | 0.12% | +5+6.5% | Added |
| Legacy Capital Wealth Partners, LLC | 82 | $290.9K | 0.08% | +6+7.9% | Added |
| Garrett Wealth Advisory Group, LLC | 82 | $290.9K | 0.12% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 82 | $290.9K | 0.06% | +10+13.9% | Added |
| Traphagen Investment Advisors LLC | 83 | $294.4K | 0.03% | −15−15.3% | Reduced |
| American National Bank | 83 | $294.4K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 83 | $294.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 84 | $298.0K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 84 | $298.0K | 0.13% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 84 | $298.0K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 84 | $298.0K | 0.08% | +84 | New |