| Optivise Advisory Services LLC | 382 | $230.7K | 0.14% | −47−11.0% | Reduced |
| Navalign, LLC | 382 | $230.9K | 0.06% | 00.0% | Unchanged |
| LongView Wealth Management | 378 | $231.1K | 0.06% | −160−29.7% | Reduced |
| Miller Investment Management, LP | 383 | $231.5K | 0.02% | +383 | New |
| Mason & Associates, LLC | 383 | $231.5K | 0.05% | +383 | New |
| Clark Asset Management, LLC | 383 | $231.5K | 0.02% | +383 | New |
| Rowland & Co Investment Counsel | 383 | $231.8K | 0.05% | +1+0.3% | Added |
| Avail Investment Partners, LLC | 384 | $232.0K | 0.25% | +384 | New |
| Strategic Equity Management | 385 | $232.4K | 0.09% | +385 | New |
| StrongBox Wealth, LLC | 384 | $232.5K | 0.07% | +384 | New |
| Clearwave Capital, LLC | 386 | $233.6K | 0.16% | +386 | New |
| Trustmark National Bank Trust Department | 387 | $233.9K | 0.02% | −30−7.2% | Reduced |
| Clare Market Investments LLC | 387 | $234.0K | 0.05% | +387 | New |
| Bank of Hawaii | 388 | $234.5K | 0.01% | +388 | New |
| Sovereign Investment Advisors, LLC | 388 | $234.5K | 0.05% | +388 | New |
| Regatta Capital Group, LLC | 388 | $234.5K | 0.04% | +388 | New |
| Financial Freedom, LLC | 389 | $234.9K | 0.12% | +3+0.8% | Added |
| Marco Investment Management LLC | 391 | $236.3K | 0.02% | −2,094−84.3% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 392 | $236.8K | 0.15% | −97−19.8% | Reduced |
| Novem Group | 392 | $236.8K | 0.03% | −1,982−83.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 392 | $236.9K | 0.13% | +392 | New |
| Per Stirling Capital Management, LLC. | 392 | $237.2K | 0.03% | +392 | New |
| Guardian Capital, LLC | 395 | $238.5K | 0.23% | +395 | New |
| Elyxium Wealth, LLC | 395 | $238.7K | 0.08% | +42+11.9% | Added |
| Pekin Hardy Strauss, Inc. | 395 | $238.7K | 0.02% | −245−38.3% | Reduced |
| Sather Financial Group Inc | 396 | $239.3K | 0.01% | +396 | New |
| Rockport Wealth LLC | 396 | $239.3K | 0.04% | +396 | New |
| RVW Wealth, LLC | 397 | $239.9K | 0.02% | +397 | New |
| Broadwater Capital Management LLC | 497 | $240.4K | 0.18% | 00.0% | Unchanged |
| Talbot Financial, LLC | 398 | $240.5K | 0.02% | −25−5.9% | Reduced |
| Sandbox Financial Partners, LLC | 398 | $240.7K | 0.07% | −110−21.7% | Reduced |
| Maple Capital Management, Inc. | 399 | $241.2K | 0.02% | −252−38.7% | Reduced |
| Bluesphere Advisors, LLC | 399 | $241.2K | 0.09% | +399 | New |
| Murphy & Mullick Capital Management Corp | 399 | $241.2K | 0.18% | +3+0.8% | Added |
| Aventura Private Wealth, LLC | 399 | $241.2K | 0.09% | +8+2.0% | Added |
| Amplius Wealth Advisors, LLC | 400 | $241.8K | 0.02% | −74−15.6% | Reduced |
| Adkins Seale Capital Management LLC | 400 | $241.8K | 0.24% | 00.0% | Unchanged |
| Gould Asset Management LLC | 400 | $241.8K | 0.04% | +400 | New |
| Hodges Capital Management Inc. | 400 | $241.8K | 0.02% | +400 | New |
| Brickley Wealth Management | 400 | $241.8K | 0.04% | +400 | New |
| Options Solutions, LLC | 400 | $241.8K | 0.18% | +400 | New |
| Revisor Wealth Management LLC | 400 | $241.8K | 0.07% | −68−14.5% | Reduced |
| Sprott Inc. | 400 | $241.9K | 0.01% | +400 | New |
| Adelphi Trust Co | 401 | $242.4K | 0.20% | +401 | New |
| Lake Street Financial LLC | 403 | $243.6K | 0.03% | −770−65.6% | Reduced |
| Mattern Wealth Management LLC | 403 | $243.6K | 0.05% | +403 | New |
| Clarity Wealth Development LLC | 403 | $243.6K | 0.20% | +403 | New |
| Arrow Financial Corp | 404 | $244.2K | 0.02% | −10−2.4% | Reduced |
| Advus Financial Partners, LLC | 405 | $244.5K | 0.06% | +405 | New |
| Indie Asset Partners, LLC | 405 | $244.8K | 0.28% | +405 | New |
| Flagship Wealth Advisors, LLC | 529 | $245.0K | 0.11% | +45+9.3% | Added |
| Providence Wealth Advisors, LLC | 397 | $245.1K | 0.16% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 406 | $245.4K | 0.27% | +406 | New |
| Atlas Wealth LLC | 407 | $246.0K | 0.07% | +407 | New |
| Florida Financial Advisors, LLC | 407 | $246.0K | 0.06% | +407 | New |
| Prudent Man Investment Management, Inc. | 510 | $246.7K | 0.08% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 409 | $247.2K | 0.04% | +409 | New |
| Shearwater Capital LLC | 409 | $247.2K | 0.13% | +409 | New |
| Saxony Capital Management, LLC | 409 | $247.4K | 0.14% | +409 | New |
| Wharton Business Group, LLC | 410 | $247.8K | 0.01% | −970−70.3% | Reduced |
| Wealthquest Corp | 410 | $247.8K | 0.02% | −22−5.1% | Reduced |
| Cura Wealth Advisors, LLC | 410 | $248.0K | 0.11% | +410 | New |
| J. Derek Lewis & Associates Inc. | 410 | $248.3K | 0.06% | −9−2.1% | Reduced |
| Enzi Wealth | 411 | $248.4K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 411 | $248.4K | 0.15% | +411 | New |
| Cornerstone Planning, LLC | 412 | $249.0K | 0.06% | +412 | New |
| Navis Wealth Advisors, LLC | 412 | $249.0K | 0.13% | +412 | New |
| Forbes J M & Co LLP | 413 | $249.6K | 0.02% | +413 | New |
| Vantage Point Financial LLC | 413 | $249.6K | 0.09% | +413 | New |
| Richard C. Young & CO., LTD. | 413 | $249.8K | 0.02% | +413 | New |
| WealthBridge Capital Management, LLC | 414 | $249.9K | 0.06% | −3−0.7% | Reduced |
| Passive Capital Management, LLC. | 414 | $250.2K | 0.07% | +414 | New |
| Professional Financial Advisors, LLC | 414 | $250.4K | 0.05% | +414 | New |
| PlanVest Financial, Inc | 414 | $250.7K | 0.19% | +414 | New |
| First United Bank Trust | 415 | $250.8K | 0.08% | 00.0% | Unchanged |
| Integrity Financial Corp | 416 | $251.4K | 0.13% | −1−0.2% | Reduced |
| Berry Wealth Group, LP | 417 | $252.0K | 0.94% | +2+0.5% | Added |
| Trust Point Inc. | 417 | $252.0K | 0.02% | −6−1.4% | Reduced |
| Second Half Financial Partners, LLC | 418 | $252.6K | 0.11% | +418 | New |
| Am Investment Strategies LLC | 418 | $253.0K | 0.06% | +418 | New |
| German American Bancorp, Inc. | 419 | $253.2K | 0.02% | +419 | New |
| Bannerstone Capital Management, LLC | 421 | $254.4K | 0.26% | −3−0.7% | Reduced |
| Wealth Architects, LLC | 421 | $254.4K | 0.02% | −1−0.2% | Reduced |
| Old Second National Bank of Aurora | 422 | $255.1K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 423 | $255.7K | 0.08% | +357+540.9% | Added |
| Beacon Capital Management, LLC | 423 | $255.7K | 0.05% | +423 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 423 | $255.8K | 0.03% | +423 | New |
| TSG Advice Partners, LLC | 424 | $256.0K | 0.04% | +424 | New |
| First Growth Capital LLC | 415 | $256.3K | 0.23% | −23−5.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 424 | $256.5K | 0.04% | +1+0.2% | Added |
| Manchester Financial Inc | 425 | $256.7K | 0.05% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 426 | $257.5K | 0.09% | +426 | New |
| Compass Capital Corp | 508 | $257.7K | 0.09% | 00.0% | Unchanged |
| SHP Wealth Management | 427 | $257.8K | 0.02% | +16+3.9% | Added |
| Thrive Capital Management, LLC | 427 | $257.8K | 0.06% | −17−3.8% | Reduced |
| Lionshead Wealth Management, LLC | 427 | $257.8K | 0.19% | +4+0.9% | Added |
| Bravera Wealth | 427 | $258.1K | 0.12% | −84−16.4% | Reduced |
| Longview Financial Advisors, Inc. | 427 | $258.1K | 0.16% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 428 | $258.7K | 0.08% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 429 | $259.3K | 0.18% | 00.0% | Unchanged |
