| Meridian Management Co | 917 | $207.1K | 0.05% | +917 | New |
| Boothbay Fund Management, LLC | 918 | $207.4K | 0.01% | −1,110−54.7% | Reduced |
| E&G Advisors, LP | 918 | $207.4K | 0.06% | −100−9.8% | Reduced |
| Trustmark National Bank Trust Department | 920 | $207.8K | 0.02% | +920 | New |
| Gilman Hill Asset Management, LLC | 925 | $208.9K | 0.04% | +925 | New |
| Carmel Capital Partners, LLC | 926 | $209.2K | 0.08% | −93−9.1% | Reduced |
| Kentucky Trust Co | 926 | $209.2K | 0.12% | +926 | New |
| Old North State Wealth Management, LLC | 927 | $209.6K | 0.12% | +927 | New |
| Anchor Investment Management, LLC | 929 | $209.9K | 0.02% | −33−3.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 930 | $210.1K | 0.04% | +930 | New |
| SignalPoint Asset Management, LLC | 930 | $210.1K | 0.05% | +930 | New |
| William Mack & Associates, Inc. | 930 | $210.1K | 0.22% | +930 | New |
| Safeguard Investment Advisory Group, LLC | 931 | $210.1K | 0.06% | +931 | New |
| Monument Capital Management | 931 | $210.3K | 0.06% | +931 | New |
| Eagle Bay Advisors LLC | 935 | $211.2K | 0.13% | −103−9.9% | Reduced |
| Monterey Private Wealth, Inc. | 936 | $211.3K | 0.07% | +936 | New |
| BIP Wealth, LLC | 936 | $211.4K | 0.01% | −200−17.6% | Reduced |
| Mosaic Financial Group, LLC | 939 | $212.0K | 0.15% | +939 | New |
| Leibman Financial Services, Inc. | 939 | $212.1K | 0.16% | −109−10.4% | Reduced |
| WealthPLAN Partners, LLC | 939 | $212.1K | 0.03% | +939 | New |
| Renaissance Investment Group LLC | 941 | $212.5K | 0.04% | +941 | New |
| One Wealth Capital Management, LLC | 941 | $212.6K | 0.11% | +941 | New |
| Knuff & Co LLC | 942 | $212.8K | 0.06% | +30+3.3% | Added |
| GW&K Investment Management, LLC | 941 | $213.0K | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 944 | $213.2K | 0.02% | −135−12.5% | Reduced |
| Hoxton Planning & Management, LLC | 946 | $213.7K | 0.08% | +946 | New |
| Wealth Architects, LLC | 947 | $213.9K | 0.02% | −57−5.7% | Reduced |
| SkyOak Wealth, LLC | 948 | $214.2K | 0.05% | −35−3.6% | Reduced |
| Emerald Advisors, LLC | 950 | $214.6K | 0.03% | −26−2.7% | Reduced |
| Alpha Financial Partners, LLC | 951 | $214.7K | 0.17% | +951 | New |
| Deseret Mutual Benefit Administrators | 951 | $214.8K | 0.11% | +13+1.4% | Added |
| Fortis Capital Advisors, LLC | 1,033 | $214.8K | 0.07% | −2,593−71.5% | Reduced |
| Dechtman Wealth Management, LLC | 952 | $215.2K | 0.04% | +952 | New |
| Aua Capital Management, LLC | 953 | $215.3K | 0.14% | +953 | New |
| Heritage Investment Group, Inc. | 954 | $215.5K | 0.04% | +954 | New |
| First Business Financial Services, Inc. | 957 | $216.2K | 0.02% | +957 | New |
| Israel Discount Bank of New York | 958 | $216.4K | 0.16% | −10−1.0% | Reduced |
| Bank of Stockton | 958 | $216.4K | 0.07% | +958 | New |
| Rossby Financial, LCC | 959 | $216.6K | 0.14% | +959 | New |
| Jackson, Grant Investment Advisers, Inc. | 960 | $216.8K | 0.08% | +131+15.8% | Added |
| RiverFront Investment Group, LLC | 960 | $216.9K | 0.00% | +960 | New |
| CFM Wealth Partners LLC | 960 | $216.9K | 0.04% | +960 | New |
| Capital City Trust Co | 963 | $217.5K | 0.05% | −6−0.6% | Reduced |
| Waypoint Wealth Partners Inc. | 963 | $217.5K | 0.06% | +963 | New |
| Arlington Trust Co LLC | 964 | $217.8K | 0.05% | +352+57.5% | Added |
| Greenwich Wealth Management LLC | 966 | $218.0K | 0.02% | −195−16.8% | Reduced |
| Capital Management Associates, Inc | 966 | $218.2K | 0.08% | −98−9.2% | Reduced |
| Goldstein Advisors, LLC | 967 | $218.4K | 0.03% | −290−23.1% | Reduced |
| Flow Traders U.S. LLC | 968 | $219.0K | 0.01% | +968 | New |
| Addison Advisors LLC | 972 | $219.6K | 0.06% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,011 | $220.7K | 0.02% | −6−0.6% | Reduced |
| SBI Securities Co., Ltd. | 981 | $221.6K | 0.01% | +981 | New |
| Eagle Strategies LLC | 983 | $222.1K | 0.04% | −169−14.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 984 | $222.3K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 985 | $222.5K | 0.17% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 986 | $222.7K | 0.02% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 989 | $223.4K | 0.08% | +989 | New |
| BlueStem Wealth Partners, LLC | 989 | $223.5K | 0.03% | +989 | New |
| Wealth Dimensions Group, Ltd. | 991 | $223.9K | 0.05% | +991 | New |
| Ewa, LLC | 995 | $224.7K | 0.08% | +11+1.1% | Added |
| Seaside Wealth Management, Inc. | 997 | $225.2K | 0.08% | +5+0.5% | Added |
| Vantage Financial Partners, LLC | 998 | $225.5K | 0.06% | −162−14.0% | Reduced |
| Quantum Financial Advisors, LLC | 999 | $225.6K | 0.03% | +2+0.2% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,000 | $225.9K | 0.14% | +1,000 | New |
| GatePass Capital, LLC | 1,000 | $225.9K | 0.25% | +1,000 | New |
| Select Asset Management & Trust | 1,000 | $226.0K | 0.09% | +1,000 | New |
| MJP Associates Inc | 1,001 | $226.2K | 0.04% | +1,001 | New |
| Facet Wealth, Inc. | 1,102 | $226.5K | 0.01% | +20+1.8% | Added |
| Horizon Bancorp Inc | 1,006 | $227.0K | 0.11% | +12+1.2% | Added |
| Silver Oak Securities, Inc | 1,002 | $227.1K | 0.02% | +1,002 | New |
| Graves-Light Private Wealth Management, Inc. | 1,007 | $227.5K | 0.03% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,008 | $227.7K | 0.07% | +1,008 | New |
| Cascade Investment Advisors, Inc. | 1,010 | $228.1K | 0.15% | −50−4.7% | Reduced |
| Jacobsen Capital Management | 1,010 | $228.1K | 0.10% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 1,011 | $228.5K | 0.05% | −33−3.2% | Reduced |
| Sound Income Strategies, LLC | 1,013 | $228.8K | 0.01% | +345+51.6% | Added |
| Auxano Advisors, LLC | 1,013 | $228.8K | 0.06% | +29+2.9% | Added |
| Keyvantage Wealth, LLC | 1,014 | $229.1K | 0.16% | +1,014 | New |
| New Republic Capital, LLC | 1,016 | $229.5K | 0.15% | +1,016 | New |
| Omnia Family Wealth, LLC | 1,018 | $230.0K | 0.10% | +1,018 | New |
| AdviceOne Advisory Services, LLC | 1,018 | $230.0K | 0.20% | +1,018 | New |
| Chancellor Financial Group WB LP | 1,025 | $231.5K | 0.19% | +1,025 | New |
| SK Wealth Management, LLC | 1,026 | $231.7K | 0.12% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,026 | $231.8K | 0.06% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,028 | $232.1K | 0.03% | +15+1.5% | Added |
| ARK & TLK Investments, LLC | 1,028 | $232.1K | 0.08% | +1+0.1% | Added |
| Middleton & Co Inc | 1,029 | $232.4K | 0.03% | +11+1.1% | Added |
| Members Wealth LLC | 1,136 | $232.9K | 0.17% | +1,136 | New |
| Hemington Wealth Management | 1,034 | $233.0K | 0.06% | +152+17.2% | Added |
| OneAscent Family Office, LLC | 1,033 | $233.0K | 0.42% | +1,033 | New |
| Beacon Financial Advisory LLC | 1,032 | $233.1K | 0.08% | +1,032 | New |
| Hara Capital LLC | 1,034 | $233.6K | 0.15% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,035 | $233.8K | 0.62% | +1,035 | New |
| Riverbend Wealth Management, LLC | 1,029 | $233.8K | 0.21% | +1,029 | New |
| Capstone Financial Advisors, Inc. | 1,035 | $233.8K | 0.01% | +21+2.1% | Added |
| Financial Council Asset Management Inc | 1,036 | $234.0K | 0.12% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,036 | $234.0K | 0.22% | +1,036 | New |
| HHM Wealth Advisors, LLC | 1,039 | $234.7K | 0.03% | +17+1.7% | Added |
| V-Square Quantitative Management LLC | 1,040 | $234.9K | 0.03% | −14−1.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,040 | $234.9K | 0.08% | 00.0% | Unchanged |
