| Facet Wealth, Inc. | 190 | $221.5K | 0.00% | +190 | New |
| American National Bank of Texas | 190 | $221.5K | 0.21% | +190 | New |
| Carrera Capital Advisors | 191 | $222.5K | 0.04% | +191 | New |
| Circle Wealth Management, LLC | 191 | $222.7K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 191 | $222.7K | 0.08% | 00.0% | Unchanged |
| Capital Square, LLC | 191 | $223.3K | 0.11% | 00.0% | Unchanged |
| Brighton Securities Corp. | 192 | $223.8K | 0.12% | −96−33.3% | Reduced |
| Argent Capital Management LLC | 192 | $223.8K | 0.01% | −95−33.1% | Reduced |
| One Charles Private Wealth Services, LLC | 192 | $223.8K | 0.06% | +192 | New |
| Hudock, Inc. | 192 | $223.9K | 0.03% | +192 | New |
| Cardiff Park Advisors, LLC | 194 | $226.2K | 0.02% | +194 | New |
| Hoey Investments, Inc | 195 | $227.3K | 0.03% | −8−3.9% | Reduced |
| Maridea Wealth Management LLC | 197 | $228.2K | 0.04% | +197 | New |
| Riversedge Advisors, LLC | 196 | $228.2K | 0.04% | +196 | New |
| Legacy Financial Group, Inc. | 196 | $228.5K | 0.06% | +196 | New |
| Jacobs & Co | 198 | $230.0K | 0.02% | +198 | New |
| Vision Capital Management, Inc. | 199 | $231.9K | 0.03% | −99−33.2% | Reduced |
| Lafayette Investments, Inc. | 199 | $232.0K | 0.04% | +2+1.0% | Added |
| Tower View Investment Management & Research LLC | 200 | $233.2K | 0.12% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 200 | $233.2K | 0.39% | +200 | New |
| Gallagher Fiduciary Advisors, LLC | 201 | $234.0K | 0.01% | −2−1.0% | Reduced |
| Collar Capital Management, LLC | 201 | $234.3K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 202 | $235.5K | 0.02% | −36−15.1% | Reduced |
| Mitchell Capital Management Co | 202 | $235.5K | 0.04% | +202 | New |
| McIlrath & Eck, LLC | 202 | $235.8K | 0.02% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 202 | $235.8K | 0.13% | +10+5.2% | Added |
| Dunhill Financial, LLC | 203 | $236.5K | 0.06% | +34+20.1% | Added |
| Burton Enright Welch | 203 | $236.7K | 0.04% | +203 | New |
| Octavia Wealth Advisors, LLC | 203 | $236.8K | 0.02% | +203 | New |
| New Covenant Trust Company, N.A. | 204 | $237.8K | 0.22% | −36−15.0% | Reduced |
| Hollencrest Capital Management | 204 | $237.8K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 204 | $238.0K | 0.14% | +11+5.7% | Added |
| Maltin Wealth Management, Inc. | 205 | $238.9K | 0.10% | +1+0.5% | Added |
| Altus Wealth Group LLC | 205 | $239.0K | 0.10% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 205 | $239.0K | 0.05% | −6−2.8% | Reduced |
| Liberty Wealth Management LLC | 205 | $239.0K | 0.03% | +205 | New |
| Consilio Wealth Advisors, LLC | 205 | $239.0K | 0.08% | +4+2.0% | Added |
| Nemes Rush Group LLC | 205 | $239.3K | 0.02% | −5−2.4% | Reduced |
| Aspen Capital Management, LLC | 206 | $240.2K | 0.06% | +206 | New |
| Vantage Financial Partners, LLC | 207 | $240.9K | 0.05% | −5−2.4% | Reduced |
| Proathlete Wealth Management LLC | 207 | $241.8K | 0.07% | −1−0.5% | Reduced |
| ORG Partners LLC | 208 | $242.6K | 0.04% | +8+4.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 208 | $242.7K | 0.05% | +1+0.5% | Added |
| Commonwealth Financial Services, LLC | 209 | $243.4K | 0.04% | +3+1.5% | Added |
| Ahl Investment Management, Inc. | 209 | $243.7K | 0.17% | −19−8.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 209 | $243.8K | 0.02% | +9+4.5% | Added |
| waypoint wealth counsel | 210 | $244.8K | 0.10% | +4+1.9% | Added |
| GSB Wealth Management, LLC | 210 | $245.3K | 0.06% | −10−4.5% | Reduced |
| Traveka Wealth, LLC | 211 | $245.9K | 0.11% | +6+2.9% | Added |
| Fiduciary Financial Group, LLC | 213 | $248.0K | 0.04% | +1+0.5% | Added |
| Tarbox Family Office, Inc. | 214 | $249.5K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 214 | $249.5K | 0.00% | +10+4.9% | Added |
| SJS Investment Consulting Inc. | 214 | $249.5K | 0.03% | +211+7,033.3% | Added |
| SPC Financial, Inc. | 214 | $249.8K | 0.02% | +7+3.4% | Added |
| GWN Securities Inc. | 210 | $250.6K | 0.06% | −76−26.6% | Reduced |
| eCIO, Inc. | 215 | $250.7K | 0.09% | −30−12.2% | Reduced |
| Gilman Hill Asset Management, LLC | 215 | $250.7K | 0.04% | +1+0.5% | Added |
| Allen Capital Group, LLC | 216 | $251.8K | 0.02% | +5+2.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 217 | $253.0K | 0.09% | −13−5.7% | Reduced |
| Guerra Pan Advisors, LLC | 217 | $253.0K | 0.15% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 217 | $253.0K | 0.04% | +217 | New |
| Westshore Wealth, LLC | 217 | $253.2K | 0.09% | −6−2.7% | Reduced |
| Perennial Advisors, LLC | 218 | $253.9K | 0.04% | +1+0.5% | Added |
| Reuter James Wealth Management, LLC | 218 | $254.2K | 0.04% | −5−2.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 218 | $254.2K | 0.08% | 00.0% | Unchanged |
| Joule Financial, LLC | 218 | $254.2K | 0.08% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 218 | $254.2K | 0.12% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13,008 | $255.9K | 0.04% | +50+0.4% | Added |
| Accelerate Investment Advisors LLC | 220 | $255.9K | 0.17% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 220 | $256.0K | 0.04% | +220 | New |
| von Borstel & Associates, Inc. | 237 | $256.0K | 0.04% | +237 | New |
| Cozad Asset Management Inc | 220 | $256.5K | 0.02% | +9+4.3% | Added |
| WealthBridge Capital Management, LLC | 220 | $256.5K | 0.06% | +220 | New |
| Endeavor Private Wealth, Inc. | 220 | $256.7K | 0.08% | +220 | New |
| Cornerstone Wealth Management, LLC | 220 | $256.9K | 0.01% | −10−4.3% | Reduced |
| Freedom Day Solutions, LLC | 221 | $257.0K | 0.07% | +1+0.5% | Added |
| SWAN Capital LLC | 221 | $257.7K | 0.10% | −5−2.2% | Reduced |
| REAP Financial Group, LLC | 221 | $257.8K | 0.06% | +21+10.5% | Added |
| Gould Asset Management LLC | 222 | $258.8K | 0.05% | 00.0% | Unchanged |
| Solstein Capital, LLC | 222 | $258.8K | 0.12% | 00.0% | Unchanged |
| Quest Investment Management LLC | 222 | $258.8K | 0.03% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 223 | $259.9K | 0.11% | +223 | New |
| Courier Capital LLC | 223 | $260.0K | 0.01% | −51−18.6% | Reduced |
| Chapin Davis, Inc. | 223 | $260.0K | 0.06% | +3+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 224 | $261.0K | 0.01% | −29−11.5% | Reduced |
| NewSquare Capital LLC | 224 | $261.2K | 0.02% | +27+13.7% | Added |
| CAP Partners, LLC | 224 | $261.2K | 0.15% | 00.0% | Unchanged |
| Accredited Investors Inc. | 224 | $261.3K | 0.01% | +224 | New |
| Independent Investors Inc | 225 | $262.3K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 225 | $262.3K | 0.04% | +5+2.3% | Added |
| Occidental Asset Management, LLC | 225 | $262.3K | 0.03% | +17+8.2% | Added |
| Iams Wealth Management, LLC | 225 | $262.4K | 0.11% | +225 | New |
| Tocqueville Asset Management L.P. | 226 | $263.5K | 0.00% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 226 | $263.5K | 0.02% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 226 | $263.5K | 0.11% | +226 | New |
| Purkiss Capital Advisors LLC | 226 | $263.5K | 0.13% | +226 | New |
| Calton & Associates, Inc. | 226 | $263.7K | 0.04% | −55−19.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 244 | $264.2K | 0.09% | +244 | New |
| Hemenway Trust Co LLC | 227 | $264.7K | 0.02% | −25−9.9% | Reduced |
| Washington Trust Bank | 227 | $264.7K | 0.02% | +227 | New |
