| Biltmore Family Office, LLC | 540 | $285.7K | 0.05% | +540 | New |
| Empower Advisory Group, LLC | 541 | $286.3K | 0.00% | +541 | New |
| Wedge Capital Management L L P | 542 | $286.8K | 0.01% | +542 | New |
| Peak Financial Management, Inc. | 542 | $286.8K | 0.08% | −350−39.2% | Reduced |
| Staley Capital Advisers Inc | 543 | $287.3K | 0.01% | +543 | New |
| Courage Miller Partners, LLC | 544 | $287.9K | 0.09% | +544 | New |
| Rossmore Private Capital | 544 | $287.9K | 0.03% | +544 | New |
| Lakeridge Wealth Management LLC | 544 | $287.9K | 0.13% | +544 | New |
| Mma Asset Management LLC | 545 | $288.4K | 0.11% | +545 | New |
| NCM Capital Management, LLC | 545 | $288.4K | 0.12% | +545 | New |
| Diversified Enterprises, LLC | 545 | $288.4K | 0.02% | +545 | New |
| Centerline Wealth Advisors, LLC | 546 | $288.9K | 0.14% | +546 | New |
| Postrock Partners LLC | 546 | $288.9K | 0.14% | +546 | New |
| Little House Capital LLC | 548 | $290.0K | 0.07% | +548 | New |
| Associated Banc-Corp | 549 | $290.5K | 0.01% | −499−47.6% | Reduced |
| Amussen Hunsaker Associates LLC | 549 | $290.5K | 0.03% | +549 | New |
| Montgomery Investment Management Inc | 549 | $290.5K | 0.11% | +549 | New |
| Armbruster Capital Management, Inc. | 549 | $290.5K | 0.05% | +549 | New |
| Sterling Investment Counsel, LLC | 549 | $290.5K | 0.17% | +549 | New |
| Cidel Asset Management Inc | 550 | $291.0K | 0.02% | +550 | New |
| Eldridge Investment Advisors, Inc. | 550 | $291.0K | 0.06% | +550 | New |
| Ervin Investment Management, LLC | 550 | $291.0K | 0.18% | +550 | New |
| Curran Financial Partners, LLC | 550 | $291.0K | 0.06% | +550 | New |
| Kidder Stephen W | 551 | $291.6K | 0.09% | +551 | New |
| Capstone Financial Advisors, Inc. | 551 | $291.6K | 0.02% | +551 | New |
| Voisard Asset Management Group, Inc. | 552 | $292.2K | 0.08% | +552 | New |
| Lynch & Associates | 554 | $293.1K | 0.06% | +554 | New |
| Mindset Wealth Management, LLC | 555 | $293.7K | 0.10% | +555 | New |
| CoreFirst Bank & Trust | 556 | $294.2K | 0.17% | +556 | New |
| Sage Rhino Capital LLC | 557 | $294.7K | 0.06% | +557 | New |
| Farmers & Merchants Trust Co of Long Beach | 558 | $295.3K | 0.06% | +558 | New |
| Nicholas Hoffman & Company, LLC. | 558 | $295.3K | 0.01% | +558 | New |
| Herold Advisors, Inc. | 559 | $295.8K | 0.06% | −582−51.0% | Reduced |
| HFM Investment Advisors, LLC | 559 | $295.8K | 0.13% | +5+0.9% | Added |
| Adams Wealth Management | 559 | $295.9K | 0.06% | +559 | New |
| CacheTech Inc. | 559 | $295.9K | 0.05% | +559 | New |
| Oak Hill Wealth Advisors, LLC | 559 | $296.3K | 0.06% | +559 | New |
| Impact Capital Partners LLC | 560 | $296.3K | 0.10% | +560 | New |
| Traveka Wealth, LLC | 561 | $296.9K | 0.16% | +561 | New |
| West Wealth Group, LLC | 447 | $297.1K | 0.07% | +447 | New |
| Donaldson Capital Management, LLC | 562 | $297.4K | 0.01% | +562 | New |
| Garrett Wealth Advisory Group, LLC | 564 | $298.4K | 0.06% | +564 | New |
| Revolve Wealth Partners, LLC | 564 | $298.4K | 0.04% | +564 | New |
| McDonald Partners LLC | 566 | $299.5K | 0.07% | +566 | New |
| Alpha Family Trust | 566 | $299.5K | 0.15% | +566 | New |
| OneAscent Wealth Management LLC | 567 | $300.0K | 0.11% | +567 | New |
| Level Wealth Management LLC | 568 | $300.6K | 0.17% | +568 | New |
| Auxier Asset Management | 569 | $301.1K | 0.04% | +569 | New |
| Compass Ion Advisors, LLC | 569 | $301.1K | 0.03% | +569 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 569 | $301.1K | 0.02% | +569 | New |
| Reuter James Wealth Management, LLC | 571 | $302.0K | 0.05% | +571 | New |
| Allstate Corp | 571 | $302.1K | 0.02% | −9,243−94.2% | Reduced |
| SeaBridge Investment Advisors LLC | 572 | $302.7K | 0.06% | +572 | New |
| Broderick Brian C | 572 | $302.7K | 0.06% | +572 | New |
| Dover Advisors, LLC | 573 | $303.2K | 0.13% | +573 | New |
| First Command Advisory Services, Inc. | 574 | $303.7K | 0.00% | +96+20.1% | Added |
| KDT Advisors, LLC | 575 | $304.3K | 0.49% | −1,700−74.7% | Reduced |
| Capital Management Associates, Inc | 575 | $304.3K | 0.10% | −575−50.0% | Reduced |
| SFMG, LLC | 576 | $304.7K | 0.02% | +576 | New |
| Waterfront Wealth Inc. | 576 | $304.8K | 0.07% | +576 | New |
| Northern Oak Wealth Management Inc | 577 | $305.3K | 0.04% | +577 | New |
| Hirtle Callaghan & Co LLC | 577 | $305.3K | 0.01% | +577 | New |
| Rockland Trust Co | 578 | $305.8K | 0.01% | +578 | New |
| May Hill Capital, LLC | 578 | $305.8K | 0.10% | +578 | New |
| ORG Partners LLC | 596 | $305.9K | 0.07% | +117+24.4% | Added |
| Sax Wealth Advisors, LLC | 579 | $306.2K | 0.02% | +579 | New |
| Gilliland Jeter Wealth Management LLC | 579 | $306.2K | 0.10% | +579 | New |
| Fortress Financial Group, LLC | 579 | $306.3K | 0.26% | +579 | New |
| Accurate Wealth Management, LLC | 568 | $306.4K | 0.05% | +568 | New |
| R Squared Ltd | 580 | $306.9K | 0.17% | +580 | New |
| Silverleafe Capital Partners, LLC | 581 | $307.4K | 0.11% | +581 | New |
| Widmann Financial Services, Inc. | 581 | $307.4K | 0.21% | +581 | New |
| PFS Partners, LLC | 582 | $308.1K | 0.16% | −12−2.0% | Reduced |
| Crewe Advisors LLC | 583 | $308.5K | 0.04% | −79−11.9% | Reduced |
| Nations Financial Group Inc, | 583 | $308.7K | 0.02% | +583 | New |
| Adamsbrown Wealth Consultants LLC | 584 | $308.8K | 0.09% | +584 | New |
| TriaGen Wealth Management LLC | 585 | $309.6K | 0.09% | −5,851−90.9% | Reduced |
| Atticus Wealth Management, LLC | 588 | $311.2K | 0.08% | +553+1,580.0% | Added |
| Aspiring Ventures, LLC | 589 | $311.7K | 0.14% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 589 | $311.8K | 0.04% | +589 | New |
| Stablepoint Partners, LLC | 590 | $312.1K | 0.05% | +590 | New |
| United Bank | 592 | $313.3K | 0.04% | +592 | New |
| Strategic Advisors LLC | 592 | $313.4K | 0.06% | +592 | New |
| Symphony Financial, Ltd. Co. | 3,543 | $313.4K | 0.04% | +3,543 | New |
| Taylor Hoffman Capital Management LLC | 593 | $313.8K | 0.11% | +593 | New |
| Keebeck Alpha, LP | 594 | $314.3K | 0.51% | +594 | New |
| Greatmark Investment Partners, Inc. | 595 | $314.8K | 0.04% | +595 | New |
| Financial Sense Advisors, Inc. | 596 | $315.2K | 0.08% | +596 | New |
| Atlas Wealth LLC | 623 | $315.2K | 0.12% | +623 | New |
| Paradigm Asset Management Co LLC | 596 | $315.4K | 0.08% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 596 | $315.4K | 0.01% | +596 | New |
| Cultivar Capital, Inc. | 596 | $315.4K | 0.23% | +596 | New |
| Meridian Wealth Partners, LLC | 597 | $315.9K | 0.05% | +597 | New |
| JB Capital LLC | 599 | $316.9K | 0.02% | +599 | New |
| Cape Cod Five Cents Savings Bank | 1,244 | $317.2K | 0.03% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 600 | $317.5K | 0.05% | +600 | New |
| Boston Research & Management Inc | 600 | $317.5K | 0.08% | +600 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 600 | $317.5K | 0.01% | +600 | New |
| Baker Tilly Wealth Management, LLC | 601 | $318.0K | 0.11% | +601 | New |
| Great Lakes Retirement, Inc. | 601 | $318.2K | 0.04% | +601 | New |
