| First National Bank | 321 | $345.0K | 0.18% | −77−19.3% | Reduced |
| Ring Mountain Capital, LLC | 333 | $346.0K | 0.18% | −3−0.9% | Reduced |
| Belleair Asset Management, LLC | 322 | $346.0K | 0.33% | +322 | New |
| Marin Bay Wealth Advisors, LLC | 321 | $346.1K | 0.20% | +321 | New |
| Payne Capital Management, LLC | 322 | $346.5K | 0.11% | +39+13.8% | Added |
| Fiduciary Wealth Partners, LLC | 324 | $348.4K | 0.14% | +4+1.3% | Added |
| Rockbridge Investment Management, LCC | 324 | $348.4K | 0.03% | +17+5.5% | Added |
| Joseph P. Lucia & Associates, LLC | 324 | $348.5K | 0.13% | −30−8.5% | Reduced |
| Courage Miller Partners, LLC | 325 | $349.3K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $349.3K | 0.16% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 325 | $349.3K | 0.02% | +26+8.7% | Added |
| BlueStem Wealth Partners, LLC | 325 | $349.4K | 0.04% | +23+7.6% | Added |
| Sun Financial Inc | 325 | $349.4K | 0.19% | +325 | New |
| One Charles Private Wealth Services, LLC | 325 | $349.7K | 0.09% | −67−17.1% | Reduced |
| Matrix Asset Advisors Inc | 325 | $349.8K | 0.03% | −3−0.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 326 | $350.3K | 0.18% | 00.0% | Unchanged |
| New Capital Management LP | 326 | $350.4K | 0.09% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 326 | $350.7K | 0.14% | +40+14.0% | Added |
| Grant Street Asset Management, Inc. | 327 | $351.4K | 0.07% | +327 | New |
| Private Capital Management, LLC | 327 | $351.4K | 0.03% | +327 | New |
| Global Strategic Investment Solutions, LLC | 327 | $351.5K | 0.03% | −1−0.3% | Reduced |
| Strid Group, LLC | 329 | $353.6K | 0.04% | +329 | New |
| Adams Wealth Management | 329 | $354.0K | 0.08% | −6−1.8% | Reduced |
| CacheTech Inc. | 329 | $354.0K | 0.07% | −6−1.8% | Reduced |
| Pacifica Partners Inc. | 328 | $354.4K | 0.16% | +16+5.1% | Added |
| White Pine Capital LLC | 330 | $354.6K | 0.10% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 331 | $355.7K | 0.02% | +5+1.5% | Added |
| Second Half Financial Partners, LLC | 332 | $356.4K | 0.16% | −12−3.5% | Reduced |
| Causey Wealth LLC | 332 | $356.8K | 0.16% | +332 | New |
| Kraft, Davis & Associates, LLC | 332 | $356.9K | 0.08% | +41+14.1% | Added |
| Summit Wealth Group, LLC | 333 | $357.9K | 0.08% | 00.0% | Unchanged |
| Saudi Central Bank | 333 | $357.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 334 | $358.9K | 0.10% | +7+2.1% | Added |
| Precedent Wealth Partners, LLC | 334 | $358.9K | 0.08% | +58+21.0% | Added |
| FFT Wealth Management LLC | 334 | $359.0K | 0.07% | −1,535−82.1% | Reduced |
| Prostatis Group LLC | 336 | $361.1K | 0.09% | −42−11.1% | Reduced |
| Ashford Capital Management Inc | 336 | $361.1K | 0.04% | 00.0% | Unchanged |
| Schubert & Co | 336 | $361.1K | 0.29% | +336 | New |
| Wealth Management Nebraska | 337 | $362.2K | 0.04% | −24−6.6% | Reduced |
| BancFirst Trust & Investment Management | 336 | $362.8K | 0.15% | +7+2.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 338 | $363.0K | 0.10% | −47−12.2% | Reduced |
| Horizons Wealth Management | 338 | $363.2K | 0.24% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 338 | $363.2K | 0.07% | +16+5.0% | Added |
| Financial Planning Navigators CORP | 338 | $363.3K | 0.17% | +338 | New |
| Old Mission Investment Co LLC | 339 | $364.3K | 0.09% | −25−6.9% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 341 | $365.0K | 0.69% | +341 | New |
| Asset Allocation & Management Company, LLC | 340 | $365.0K | 0.15% | 00.0% | Unchanged |
| Gerber, LLC | 340 | $365.3K | 0.20% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 340 | $365.4K | 0.10% | +340 | New |
| Rockline Wealth Management, LLC | 340 | $365.4K | 0.07% | +340 | New |
| Persium Advisors, LLC | 340 | $365.4K | 0.27% | +340 | New |
| Tannin Capital LLC | 340 | $365.4K | 0.33% | +340 | New |
| Appalachian Capital Management Ltd | 340 | $365.4K | 0.29% | +340 | New |
| B.O.S.S. Retirement Advisors, LLC | 340 | $365.6K | 0.12% | −376−52.5% | Reduced |
| SwitchPoint Financial Planning, LLC | 340 | $365.8K | 0.26% | +26+8.3% | Added |
| Veratis Advisors, Inc. | 351 | $366.0K | 0.29% | +351 | New |
| Kellett Schaffner Wealth Advisors LLC | 341 | $366.5K | 0.21% | +57+20.1% | Added |
| Lodestone Wealth Management LLC | 342 | $367.1K | 0.15% | −26−7.1% | Reduced |
| Align Financial, LLC | 367,702 | $367.7K | 0.21% | +367,702 | New |
| Kirtland Hills Capital Management, LLC | 343 | $368.6K | 0.13% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 343 | $368.6K | 0.34% | +11+3.3% | Added |
| ShankerValleau Wealth Advisors, Inc. | 344 | $369.7K | 0.10% | −2−0.6% | Reduced |
| Berkshire Money Management, Inc. | 346 | $371.4K | 0.04% | +346 | New |
| OneAscent Wealth Management LLC | 346 | $371.8K | 0.12% | −12−3.4% | Reduced |
| RFG Holdings, Inc. | 347 | $373.0K | 0.09% | +4+1.2% | Added |
| Bucket List Wealth Management, LLC | 347 | $373.1K | 0.22% | +347 | New |
| Watershed Private Wealth LLC | 348 | $374.0K | 0.11% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 348 | $374.3K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 349 | $375.3K | 0.14% | +15+4.5% | Added |
| Winter & Associates, Inc. | 349 | $375.4K | 0.35% | +349 | New |
| Fort Point Capital Partners LLC | 364 | $376.0K | 0.05% | +364 | New |
| GFS Advisors, LLC | 350 | $376.1K | 0.04% | −250−41.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 350 | $376.1K | 0.06% | −50−12.5% | Reduced |
| Threadgill Financial, LLC | 350 | $376.1K | 0.16% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 350 | $376.1K | 0.18% | +17+5.1% | Added |
| Pursuit Wealth Strategies, LLC | 351 | $376.7K | 0.53% | +351 | New |
| 21 West Wealth Management LLC | 351 | $377.2K | 0.34% | −8−2.2% | Reduced |
| Good Steward Wealth Advisors,LLC | 352 | $378.3K | 0.25% | −18−4.9% | Reduced |
| Vista Investment Management | 352 | $378.3K | 0.12% | +24+7.3% | Added |
| Capula Management Ltd | 353 | $379.4K | 0.00% | −1,468−80.6% | Reduced |
| Clark Wealth Partners | 353 | $379.4K | 0.23% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 353 | $379.4K | 0.15% | 00.0% | Unchanged |
| Dougherty & Associates, LLC | 353 | $379.4K | 0.34% | +353 | New |
| Dara Capital US, Inc. | 354 | $380.4K | 0.34% | +354 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 355 | $381.4K | 0.07% | +8+2.3% | Added |
| Finward Bancorp | 355 | $381.5K | 0.30% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 355 | $381.7K | 0.08% | 00.0% | Unchanged |
| Meredith Wealth Planning | 356 | $382.4K | 0.11% | +1+0.3% | Added |
| Blue Rock Wealth Management LLC | 356 | $382.6K | 0.24% | 00.0% | Unchanged |
| Rinkey Investments | 357 | $383.7K | 0.10% | +357 | New |
| TCP Asset Management, LLC | 358 | $384.7K | 0.06% | +13+3.8% | Added |
| Bond & Devick Financial Network, Inc. | 359 | $385.8K | 0.11% | −60−14.3% | Reduced |
| Twin Focus Capital Partners, LLC | 359 | $385.8K | 0.04% | −28−7.2% | Reduced |
| WPG Advisers, LLC | 359 | $385.8K | 0.29% | −1−0.3% | Reduced |
| Trillium Asset Management, LLC | 359 | $386.0K | 0.01% | −85−19.1% | Reduced |
| Affinity Investment Advisors, LLC | 360 | $386.9K | 0.26% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 360 | $386.9K | 0.17% | 00.0% | Unchanged |
| Kilter Group LLC | 360 | $386.9K | 0.17% | +273+313.8% | Added |
| TSA Wealth Managment LLC | 360 | $386.9K | 0.13% | +360 | New |
| Sonata Capital Group Inc | 361 | $387.9K | 0.14% | +50+16.1% | Added |
