| Eagle Bay Advisors LLC | 375 | $329.5K | 0.24% | −31−7.6% | Reduced |
| Avantax Planning Partners, Inc. | 375 | $329.4K | 0.01% | +16+4.5% | Added |
| Financial Consulate, Inc | 373 | $328.0K | 0.04% | 00.0% | Unchanged |
| August Group Capital Ltd | 373 | $327.9K | 0.36% | +373 | New |
| Baron Silver Stevens Financial Advisors, LLC | 371 | $326.2K | 0.05% | −70−15.9% | Reduced |
| First Business Financial Services, Inc. | 371 | $326.1K | 0.03% | −40−9.7% | Reduced |
| Valmark Advisers, Inc. | 371 | $326.1K | 0.00% | +9+2.5% | Added |
| Jacobsen Capital Management | 371 | $326.1K | 0.11% | +23+6.6% | Added |
| Koss-Olinger Consulting, LLC | 370 | $326.0K | 0.03% | −55−12.9% | Reduced |
| Virtue Capital Management, LLC | 356 | $325.5K | 0.05% | +356 | New |
| Boston Family Office LLC | 370 | $325.0K | 0.02% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 340 | $324.9K | 0.03% | +13+4.0% | Added |
| Westside Investment Management, Inc. | 364 | $324.3K | 0.05% | +12+3.4% | Added |
| Fusion Capital, LLC | 368 | $323.9K | 0.09% | +1+0.3% | Added |
| Howard Financial Services, Ltd. | 368 | $323.5K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 366 | $321.3K | 0.36% | −444−54.8% | Reduced |
| Altshuler Shaham Ltd | 364 | $320.0K | 0.00% | −2,875−88.8% | Reduced |
| Howard Capital Management Group, LLC | 364 | $320.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 363 | $318.7K | 0.07% | +1+0.3% | Added |
| Opal Wealth Advisors, LLC | 362 | $318.3K | 0.08% | +5+1.4% | Added |
| DecisionMap Wealth Management, LLC | 362 | $318.2K | 0.20% | +2+0.6% | Added |
| Keyvantage Wealth, LLC | 362 | $318.1K | 0.14% | +76+26.6% | Added |
| BlackDiamond Wealth Management Inc. | 337 | $318.0K | 0.15% | +18+5.6% | Added |
| Tandem Capital Management Corp | 361 | $317.3K | 0.14% | −100−21.7% | Reduced |
| MCF Advisors LLC | 361 | $317.3K | 0.02% | −25−6.5% | Reduced |
| Gradient Capital Advisors, LLC | 361 | $317.0K | 0.08% | +31+9.4% | Added |
| Centennial Wealth Advisory LLC | 360 | $316.5K | 0.08% | +8+2.3% | Added |
| Arvest Bank Trust Division | 360 | $316.4K | 0.02% | −106−22.7% | Reduced |
| Indiana Trust & Investment Management CO | 360 | $316.4K | 0.09% | −10−2.7% | Reduced |
| GFG Capital, LLC | 360 | $316.2K | 0.11% | +29+8.8% | Added |
| Maxele Advisors, LLC | 358 | $314.7K | 0.26% | 00.0% | Unchanged |
| Versor Investments LP | 358 | $314.7K | 0.05% | +358 | New |
| Kestra Investment Management, LLC | 357 | $313.8K | 0.01% | +61+20.6% | Added |
| Verity Asset Management, Inc. | 357 | $313.7K | 0.13% | +357 | New |
| Acorn Creek Capital LLC | 356 | $313.3K | 0.11% | +24+7.2% | Added |
| Elm Partners Management LLC | 356 | $312.9K | 0.01% | +12+3.5% | Added |
| LS Investment Advisors, LLC | 356 | $312.9K | 0.04% | +356 | New |
| Targeted Financial Services LLC | 356 | $312.9K | 0.27% | +356 | New |
| Connecticut Capital Management Group, LLC | 356 | $312.9K | 0.30% | +356 | New |
| Prism Planning Partners LLC | 356 | $312.6K | 0.35% | +356 | New |
| Motive Wealth Advisors | 355 | $312.0K | 0.13% | −5−1.4% | Reduced |
| Bridges Investment Management Inc | 355 | $312.0K | 0.00% | +34+10.6% | Added |
| South Plains Financial, Inc. | 353 | $310.3K | 0.18% | +67+23.4% | Added |
| Blueshift Asset Management, LLC | 353 | $310.3K | 0.09% | +353 | New |
| Kraematon Investment Advisors, Inc | 353 | $309.9K | 0.25% | +39+12.4% | Added |
| Autumn Glory Partners, LLC | 352 | $309.4K | 0.11% | +61+21.0% | Added |
| Meadowbrook Advisors Group, LLC | 352 | $309.4K | 0.17% | +352 | New |
| Heck Capital Advisors, LLC | 351 | $308.6K | 0.02% | +351 | New |
| First Long Island Investors, LLC | 351 | $308.5K | 0.02% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 351 | $308.5K | 0.13% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 351 | $308.2K | 0.07% | +2+0.6% | Added |
| Harvey Investment Co LLC | 350 | $308.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 350 | $307.6K | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 350 | $307.6K | 0.02% | +5+1.4% | Added |
| Bearing Point Capital, LLC | 350 | $307.6K | 0.05% | +350 | New |
| JGP Wealth Management, LLC | 349 | $306.8K | 0.03% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 347 | $305.0K | 0.03% | +347 | New |
| Capital Advisors, Ltd. LLC | 347 | $305.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 344 | $304.2K | 0.01% | +344 | New |
| Wingate Wealth Advisors, Inc. | 346 | $304.1K | 0.17% | −16−4.4% | Reduced |
| Core Alternative Capital | 346 | $304.1K | 0.08% | +224+183.6% | Added |
| My Purposeful Wealth Corp. | 345 | $303.6K | 0.08% | +345 | New |
| Blalock Williams, LLC | 345 | $303.3K | 0.24% | +38+12.4% | Added |
| Avantra Family Wealth, Inc. | 344 | $302.4K | 0.22% | +7+2.1% | Added |
| Washburn Capital Management, Inc. | 344 | $302.4K | 0.17% | +15+4.6% | Added |
| Reicon Wealth Advisors, LLC | 344 | $302.4K | 0.22% | +344 | New |
| Good Steward Wealth Advisors,LLC | 341 | $299.7K | 0.20% | −44−11.4% | Reduced |
| LJI Wealth Management, LLC | 341 | $299.7K | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 341 | $299.5K | 0.07% | +341 | New |
| Gallagher Capital Advisors, LLC | 340 | $299.2K | 0.19% | −125−26.9% | Reduced |
| Luts & Greenleigh Group, Inc | 340 | $299.2K | 0.25% | +12+3.7% | Added |
| STAR Financial Bank | 340 | $298.9K | 0.15% | −10−2.9% | Reduced |
| Laraway Financial Inc | 340 | $298.9K | 0.19% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 339 | $298.3K | 0.06% | −2,732−89.0% | Reduced |
| Stokes Family Office, LLC | 339 | $298.0K | 0.03% | +51+17.7% | Added |
| Seelaus Asset Management LLC | 336 | $295.3K | 0.23% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 336 | $295.2K | 0.07% | +101+43.0% | Added |
| Thompson Davis & Co., Inc. | 335 | $294.7K | 0.18% | +335 | New |
| Sunflower Bank, N.A. | 334 | $293.6K | 0.07% | −28−7.7% | Reduced |
| Centurion Wealth Management LLC | 334 | $293.6K | 0.06% | +1+0.3% | Added |
| American Financial Advisors, LLC | 334 | $293.4K | 0.04% | +1+0.3% | Added |
| Oakworth Capital, Inc. | 333 | $292.7K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 332 | $292.3K | 0.03% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 332 | $292.2K | 0.19% | −23−6.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 332 | $291.8K | 0.04% | +28+9.2% | Added |
| Eaton Financial Holdings Company, LLC | 331 | $291.0K | 0.08% | −15−4.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 330 | $290.1K | 0.14% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 330 | $290.1K | 0.08% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 329 | $289.2K | 0.12% | +4+1.2% | Added |
| CPA Asset Management LLC | 327 | $287.4K | 0.10% | +327 | New |
| Payne Capital Management, LLC | 326 | $286.8K | 0.09% | −28−7.9% | Reduced |
| Millstone Evans Group, LLC | 325 | $285.7K | 0.17% | −10−3.0% | Reduced |
| Somerset Trust Co | 325 | $285.7K | 0.09% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 325 | $285.7K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 325 | $285.7K | 0.12% | +5+1.6% | Added |
| Cahaba Wealth Management, Inc. | 324 | $284.9K | 0.02% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 324 | $284.8K | 0.16% | +5+1.6% | Added |
| Stokes Capital Advisors, LLC | 324 | $284.8K | 0.07% | +324 | New |
| MontVue Capital Management, Inc. | 323 | $283.9K | 0.19% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 322 | $283.4K | 0.09% | −72−18.3% | Reduced |
