| Exchange Bank | 320 | $244.2K | 0.15% | +320 | New |
| Arrowroot Family Office, LLC | 321 | $245.0K | 0.07% | +321 | New |
| Centennial Wealth Advisory LLC | 322 | $245.7K | 0.05% | +322 | New |
| Berman McAleer LLC | 323 | $246.2K | 0.03% | +323 | New |
| CPR Investments Inc. | 323 | $246.7K | 0.19% | +323 | New |
| GW&K Investment Management, LLC | 324 | $247.0K | 0.00% | +47+17.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 324 | $247.3K | 0.01% | +324 | New |
| Werba Rubin Papier Wealth Management | 324 | $247.3K | 0.03% | +324 | New |
| Keating Financial Advisory Services, Inc. | 325 | $248.0K | 0.03% | +17+5.5% | Added |
| ODonnell Financial Services, LLC | 325 | $248.0K | 0.07% | +325 | New |
| Heritage Wealth Management, Inc. | 325 | $248.0K | 0.12% | +325 | New |
| Alchemi Wealth, LLC | 325 | $248.0K | 0.12% | +325 | New |
| Weil Company, Inc. | 326 | $248.5K | 0.04% | +326 | New |
| Investment Advisory Group, LLC | 326 | $248.5K | 0.05% | +326 | New |
| Quartz Partners, LLC | 328 | $250.3K | 0.08% | +328 | New |
| GatePass Capital, LLC | 328 | $250.3K | 0.10% | +328 | New |
| GK Wealth Management LLC | 328 | $250.3K | 0.15% | +328 | New |
| Sherry Group, Inc. | 338 | $251.1K | 0.25% | +338 | New |
| Enterprise Financial Services Corp | 330 | $251.8K | 0.10% | +330 | New |
| Evercore Wealth Management, LLC | 330 | $251.8K | 0.00% | +330 | New |
| Armstrong Advisory Group, Inc | 330 | $251.8K | 0.02% | +50+17.9% | Added |
| Papamarkou Wellner Asset Management inc. | 649 | $253.4K | 0.16% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 333 | $254.1K | 0.06% | +333 | New |
| Lazari Capital Management, Inc. | 334 | $254.9K | 0.08% | +334 | New |
| BCS Wealth Management | 334 | $254.9K | 0.05% | +334 | New |
| Trinity Legacy Partners, LLC | 1,252 | $255.1K | 0.05% | +1,252 | New |
| Corrado Advisors, LLC | 335 | $255.7K | 0.12% | +335 | New |
| Capstone Wealth Management Group, Inc. | 335 | $255.7K | 0.15% | +335 | New |
| Sand Hill Global Advisors, LLC | 336 | $256.4K | 0.01% | +336 | New |
| South State Corp. | 336 | $256.4K | 0.01% | +53+18.7% | Added |
| ZWJ Investment Counsel Inc | 337 | $257.2K | 0.01% | +337 | New |
| CFO4Life Group, LLC | 337 | $257.2K | 0.03% | +337 | New |
| Falcon Wealth Planning | 337 | $257.2K | 0.02% | +337 | New |
| Petra Financial Advisors Inc | 337 | $257.2K | 0.12% | +337 | New |
| Patriot Financial Group Insurance Agency, LLC | 338 | $257.6K | 0.03% | −286−45.8% | Reduced |
| DSM Capital Partners LLC | 339 | $258.7K | 0.00% | +339 | New |
| David R. Rahn & Associates Inc. | 340 | $259.5K | 0.06% | +340 | New |
| Salvus Wealth Management, LLC | 340 | $259.5K | 0.15% | +340 | New |
| Dempze Nancy E | 341 | $260.2K | 0.12% | +341 | New |
| JB Capital LLC | 344 | $262.7K | 0.01% | +344 | New |
| Nolet Wealth Management, LLC | 346 | $263.7K | 0.15% | +346 | New |
| Dividend Assets Capital, LLC | 346 | $264.0K | 0.05% | +346 | New |
| McDonough Capital Management, Inc | 346 | $264.0K | 0.13% | +346 | New |
| Investment Research & Advisory Group, Inc. | 342 | $266.3K | 0.08% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 349 | $266.3K | 0.08% | +349 | New |
| Solstein Capital, LLC | 350 | $267.1K | 0.09% | −525−60.0% | Reduced |
| Nadler Financial Group, Inc. | 350 | $267.1K | 0.02% | +350 | New |
| Stonebridge Financial Planning Group, LLC | 350 | $267.1K | 0.09% | +350 | New |
| Inman Jager Wealth Management, LLC | 350 | $267.1K | 0.14% | +350 | New |
| Wilkerson Advisory Group LLC | 352 | $268.6K | 0.08% | −47−11.8% | Reduced |
| Cypress Capital, LLC | 352 | $268.6K | 0.07% | +352 | New |
| Patron Partners Advisors, LLC | 352 | $268.6K | 0.10% | +352 | New |
| Stonebrook Private Inc. | 353 | $269.4K | 0.05% | +353 | New |
| Johnson Financial Group, LLC | 354 | $270.2K | 0.01% | +354 | New |
| New Republic Capital, LLC | 354 | $270.4K | 0.06% | +354 | New |
| Purkiss Capital Advisors LLC | 355 | $270.9K | 0.10% | +355 | New |
| D'Orazio & Associates, Inc. | 356 | $271.7K | 0.03% | +356 | New |
| Requisite Capital Management, LLC | 357 | $272.3K | 0.05% | +357 | New |
| Intrust Bank NA | 357 | $272.4K | 0.02% | +357 | New |
| Ledyard National Bank | 360 | $274.7K | 0.02% | +360 | New |
| G&S Capital LLC | 360 | $274.7K | 0.08% | +360 | New |
| Kercheville Advisors, LLC | 360 | $274.7K | 0.08% | +360 | New |
| Spears Abacus Advisors LLC | 361 | $275.5K | 0.00% | +361 | New |
| Gradient Capital Advisors, LLC | 362 | $276.3K | 0.06% | +362 | New |
| Cornell Pochily Investment Advisors, Inc. | 363 | $277.0K | 0.07% | +363 | New |
| Bridges Investment Management Inc | 364 | $277.8K | 0.00% | +364 | New |
| GSG Advisors LLC | 364 | $277.8K | 0.06% | +364 | New |
| Kellett Schaffner Wealth Advisors LLC | 365 | $278.5K | 0.13% | +365 | New |
| Southeast Asset Advisors Inc. | 367 | $280.1K | 0.03% | +367 | New |
| Vanderbilt University | 368 | $280.8K | 0.04% | +368 | New |
| Evermay Wealth Management LLC | 369 | $281.6K | 0.03% | +318+623.5% | Added |
| Greenwich Wealth Management LLC | 370 | $282.0K | 0.01% | +370 | New |
| Grove Bank & Trust | 370 | $282.4K | 0.03% | +120+48.0% | Added |
| Expressive Wealth LLC | 370 | $282.4K | 0.27% | +370 | New |
| First Manhattan Co | 371 | $283.1K | 0.00% | +371 | New |
| Fountainhead AM, LLC | 372 | $283.9K | 0.21% | +4+1.1% | Added |
| Guyasuta Investment Advisors Inc | 372 | $283.9K | 0.01% | +372 | New |
| Walkner Condon Financial Advisors LLC | 373 | $284.7K | 0.03% | +373 | New |
| Thrive Wealth Management, LLC | 374 | $285.4K | 0.04% | +374 | New |
| FLC Capital Advisors | 375 | $286.2K | 0.05% | +375 | New |
| SOA Wealth Advisors, LLC. | 376 | $286.9K | 0.05% | −31−7.6% | Reduced |
| Colorado Capital Management, Inc. | 377 | $288.0K | 0.10% | +377 | New |
| Whelan Financial | 379 | $289.2K | 0.08% | +379 | New |
| Woodstock Corp | 380 | $290.0K | 0.02% | +380 | New |
| Legacy Advisory Services, LLC | 380 | $290.0K | 0.20% | +380 | New |
| River Street Advisors LLC | 380 | $290.0K | 0.09% | +380 | New |
| Centurion Wealth Management LLC | 380 | $290.1K | 0.07% | −877−69.8% | Reduced |
| Maia Wealth LLC | 382 | $291.4K | 0.04% | +382 | New |
| MBA Advisors LLC | 382 | $291.5K | 0.10% | +382 | New |
| James J. Burns & Company, LLC | 382 | $291.5K | 0.03% | +382 | New |
| Summitry LLC | 383 | $292.3K | 0.01% | +383 | New |
| Guild Investment Management, Inc. | 383 | $292.3K | 0.20% | +383 | New |
| Bryant Woods Investment Advisors, LLC | 383 | $292.3K | 0.08% | +383 | New |
| Financial Solutions Advisory Group, Inc. | 1,480 | $293.6K | 0.04% | +1,480 | New |
| GFS Advisors, LLC | 161 | $293.8K | 0.03% | −121,899−99.9% | Reduced |
| GWN Securities Inc. | 386 | $294.5K | 0.05% | +386 | New |
| Ariadne Wealth Management, LP | 386 | $294.6K | 0.13% | +386 | New |
| LightSquare Wealth Management, LLC | 386 | $294.6K | 0.20% | +386 | New |
| 360 Financial, Inc. | 387 | $295.3K | 0.08% | +387 | New |
| Chesapeake Asset Management LLC | 388 | $296.1K | 0.23% | 00.0% | Unchanged |