| Magnolia Private Wealth, LLC | 359 | $220.6K | 0.16% | +359 | New |
| Verity Asset Management, Inc. | 359 | $221.0K | 0.07% | −143−28.5% | Reduced |
| Waratah Capital Advisors Ltd. | 360 | $221.4K | 0.02% | −3,588−90.9% | Reduced |
| Syverson Strege & Co | 360 | $221.4K | 0.05% | −145−28.7% | Reduced |
| Davis Wealth Advisors, LLC | 360 | $221.4K | 0.20% | −118−24.7% | Reduced |
| Terril Brothers, Inc. | 360 | $221.4K | 0.07% | +360 | New |
| CFO4Life Group, LLC | 360 | $221.4K | 0.03% | +360 | New |
| Mayfair Advisory Group, LLC | 361 | $222.0K | 0.10% | +10+2.8% | Added |
| F/M Investments LLC | 361 | $222.0K | 0.01% | −29−7.4% | Reduced |
| Balboa Wealth Partners | 361 | $222.0K | 0.04% | +361 | New |
| NorthStar Asset Management LLC | 361 | $222.0K | 0.11% | +361 | New |
| Emprise Bank | 362 | $222.0K | 0.10% | +362 | New |
| Jeppson Wealth Management, LLC | 362 | $222.6K | 0.07% | +362 | New |
| Heck Capital Advisors, LLC | 362 | $222.8K | 0.02% | +362 | New |
| Drucker Wealth 3.0, LLC | 363 | $223.2K | 0.04% | +363 | New |
| One Day In July LLC | 363 | $223.2K | 0.02% | +363 | New |
| Paragon Private Wealth Management, LLC | 363 | $223.2K | 0.07% | +363 | New |
| Kaizen Financial Strategies | 407 | $223.7K | 0.10% | +2+0.5% | Added |
| Triad Wealth Partners, LLC | 364 | $223.8K | 0.03% | +364 | New |
| North Berkeley Wealth Management, LLC | 364 | $223.8K | 0.18% | +364 | New |
| Clearwater Capital Advisors, LLC | 365 | $224.4K | 0.02% | +365 | New |
| Motive Wealth Advisors | 366 | $225.1K | 0.10% | +366 | New |
| First Commonwealth Financial Corp | 367 | $225.7K | 0.04% | +367 | New |
| Summit Asset Management, LLC | 367 | $225.8K | 0.03% | +367 | New |
| Peoples Financial Services Corp. | 368 | $226.3K | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 368 | $226.3K | 0.04% | +368 | New |
| Winebrenner Capital Management LLC | 368 | $226.3K | 0.16% | +368 | New |
| Burton Enright Welch | 368 | $226.3K | 0.03% | +368 | New |
| Shufro Rose & Co LLC | 742 | $226.5K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital Corp | 369 | $226.9K | 0.08% | +369 | New |
| Ethos Financial Group, LLC | 370 | $227.5K | 0.02% | −21−5.4% | Reduced |
| Sandy Cove Advisors, LLC | 371 | $228.0K | 0.07% | +371 | New |
| Five Oceans Advisors | 371 | $228.1K | 0.08% | −12−3.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 371 | $228.1K | 0.10% | +5+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 373 | $229.3K | 0.04% | +373 | New |
| Kelly Lawrence W & Associates Inc | 373 | $229.4K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 373 | $229.4K | 0.03% | +373 | New |
| Reynders McVeigh Capital Management, LLC | 374 | $230.0K | 0.01% | +374 | New |
| Smith, Salley & Associates | 375 | $230.4K | 0.01% | +375 | New |
| Country Trust Bank | 375 | $230.6K | 0.01% | +5+1.4% | Added |
| Avondale Wealth Management | 375 | $230.6K | 0.12% | 00.0% | Unchanged |
| HC Advisors, LLC | 375 | $230.6K | 0.16% | +375 | New |
| QTR Family Wealth, LLC | 375 | $230.6K | 0.11% | +375 | New |
| Naples Global Advisors, LLC | 376 | $230.9K | 0.02% | +376 | New |
| Sand Hill Global Advisors, LLC | 376 | $231.2K | 0.01% | −33−8.1% | Reduced |
| Hamel Associates, Inc. | 376 | $231.2K | 0.07% | −20−5.1% | Reduced |
| Marietta Wealth Management, LLC | 376 | $231.2K | 0.03% | +376 | New |
| W Advisors, LLC | 376 | $231.2K | 0.12% | +376 | New |
| Nilsine Partners, LLC | 378 | $232.4K | 0.02% | +378 | New |
| Southland Equity Partners LLC | 380 | $233.7K | 0.05% | −159−29.5% | Reduced |
| Dynasty Wealth Management, LLC | 381 | $234.1K | 0.00% | +381 | New |
| Stonebridge Financial Group, LLC | 381 | $234.3K | 0.02% | +1+0.3% | Added |
| Hidden Cove Wealth Management, LLC | 382 | $234.9K | 0.16% | +382 | New |
| Luts & Greenleigh Group, Inc | 382 | $234.9K | 0.21% | +382 | New |
| OneAscent Family Office, LLC | 383 | $235.5K | 0.19% | −24−5.9% | Reduced |
| Flagship Wealth Advisors, LLC | 383 | $235.5K | 0.08% | +22+6.1% | Added |
| Acropolis Investment Management, LLC | 446 | $236.0K | 0.01% | +446 | New |
| Alesco Advisors LLC | 384 | $236.1K | 0.01% | +384 | New |
| Atlas Legacy Advisors, LLC | 384 | $236.1K | 0.05% | +384 | New |
| Zacks Investment Management | 384 | $236.1K | 0.00% | +384 | New |
| Liberty Wealth Management LLC | 385 | $236.8K | 0.03% | −4−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 386 | $237.1K | 0.02% | +2+0.5% | Added |
| Simplify Asset Management Inc. | 386 | $237.4K | 0.00% | +386 | New |
| Topsail Wealth Management, LLC | 386 | $237.4K | 0.04% | +386 | New |
| Gateway Wealth Partners, LLC | 387 | $238.0K | 0.03% | +387 | New |
| BancorpSouth Bank | 390 | $239.8K | 0.01% | +8+2.1% | Added |
| First Business Financial Services, Inc. | 390 | $239.8K | 0.02% | −117−23.1% | Reduced |
| Marotta Asset Management | 396 | $240.0K | 0.05% | +4+1.0% | Added |
| EntryPoint Capital, LLC | 391 | $240.4K | 0.09% | −309−44.1% | Reduced |
| Fairscale Capital, LLC | 391 | $240.4K | 0.17% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 392 | $241.0K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 392 | $241.0K | 0.00% | +392 | New |
| Palisade Asset Management, LLC | 393 | $241.7K | 0.02% | +1+0.3% | Added |
| Mirador Capital Partners LP | 394 | $242.3K | 0.03% | 00.0% | Unchanged |
| United Advisor Group, LLC | 395 | $242.7K | 0.03% | +6+1.5% | Added |
| James J. Burns & Company, LLC | 395 | $242.9K | 0.04% | −16−3.9% | Reduced |
| Kaydan Wealth Management, Inc. | 395 | $242.9K | 0.07% | +395 | New |
| PTM Wealth Management, LLC | 403 | $243.1K | 0.15% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 397 | $244.1K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 397 | $244.1K | 0.04% | 00.0% | Unchanged |
| IMS Capital Management | 398 | $244.7K | 0.11% | −89−18.3% | Reduced |
| Aviance Capital Partners, LLC | 398 | $244.7K | 0.03% | +398 | New |
| KMG Fiduciary Partners, LLC | 398 | $244.8K | 0.02% | +398 | New |
| LM Advisors LLC | 399 | $245.0K | 0.04% | +399 | New |
| Madison Wealth Partners, Inc | 399 | $245.1K | 0.05% | +399 | New |
| Facet Wealth, Inc. | 399 | $245.3K | 0.01% | +399 | New |
| Sound Income Strategies, LLC | 387 | $245.5K | 0.01% | −31−7.4% | Reduced |
| Firsthand Capital Management, Inc. | 400 | $246.0K | 0.41% | +400 | New |
| Shay Capital LLC | 400 | $246.0K | 0.04% | +400 | New |
| Clark Asset Management, LLC | 400 | $246.0K | 0.03% | +400 | New |
| Ninepoint Partners LP | 401 | $246.6K | 0.03% | −1,043−72.2% | Reduced |
| Webster Bank, N. A. | 402 | $247.2K | 0.02% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 402 | $247.2K | 0.18% | +402 | New |
| Teachers Insurance & Annuity Association of America | 403 | $247.8K | 0.30% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 403 | $247.8K | 0.03% | 00.0% | Unchanged |
| Brave Asset Management Inc | 404 | $248.4K | 0.06% | 00.0% | Unchanged |
| Cim, LLC | 404 | $248.4K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 404 | $248.4K | 0.18% | 00.0% | Unchanged |
| Ballast Advisors LLC | 405 | $249.0K | 0.07% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 405 | $249.0K | 0.07% | +10+2.5% | Added |
