| VSM Wealth Advisory, LLC | 269 | $141.5K | 0.05% | +269 | New |
| Rowland & Co Investment Counsel | 270 | $142.2K | 0.03% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 270 | $142.2K | 0.03% | +270 | New |
| Hager Investment Management Services, LLC | 270 | $142.2K | 0.09% | +270 | New |
| Medallion Wealth Advisors, LLC | 273 | $144.2K | 0.07% | +273 | New |
| Twin Lakes Capital Management, LLC | 275 | $145.0K | 0.09% | 00.0% | Unchanged |
| Core Alternative Capital | 289 | $152.2K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 300 | $157.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $158.0K | 0.02% | 00.0% | Unchanged |
| Matrix Trust Co | 303 | $160.0K | 0.03% | +303 | New |
| Cassady Schiller Wealth Management, LLC | 308 | $162.2K | 0.06% | +42+15.8% | Added |
| Stelac Advisory Services LLC | 310 | $164.4K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 313 | $164.8K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 316 | $166.4K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 321 | $169.3K | 0.05% | −20−5.9% | Reduced |
| Tortoise Investment Management, LLC | 326 | $171.7K | 0.02% | +47+16.8% | Added |
| Transce3nd, LLC | 326 | $171.7K | 0.06% | +326 | New |
| Pin Oak Investment Advisors Inc | 351 | $173.0K | 0.16% | 00.0% | Unchanged |
| Orion Capital Management LLC | 329 | $173.2K | 0.08% | +329 | New |
| Abound Wealth Management | 329 | $173.5K | 0.06% | +7+2.2% | Added |
| CBIZ Investment Advisory Services, LLC | 336 | $176.8K | 0.01% | +1+0.3% | Added |
| Sachetta, LLC | 338 | $178.1K | 0.07% | +2+0.6% | Added |
| PFG Private Wealth Management, LLC | 342 | $180.1K | 0.10% | −6−1.7% | Reduced |
| Park Square Financial Group, LLC | 343 | $180.6K | 0.12% | +343 | New |
| Washington Trust Advisors, Inc. | 345 | $181.7K | 0.02% | +8+2.4% | Added |
| McClarren Financial Advisors, Inc. | 350 | $184.0K | 0.52% | −143−29.0% | Reduced |
| Avion Wealth | 354 | $186.0K | 0.05% | +215+154.7% | Added |
| Private Wealth Management Group, LLC | 356 | $187.5K | 0.07% | 00.0% | Unchanged |
| Lipe & Dalton | 361 | $190.0K | 0.10% | −556−60.6% | Reduced |
| Eagle Bay Advisors LLC | 361 | $190.1K | 0.12% | −122−25.3% | Reduced |
| Wolff Wiese Magana LLC | 361 | $190.2K | 0.13% | −15−4.0% | Reduced |
| Blume Capital Management, Inc. | 364 | $191.7K | 0.04% | −16−4.2% | Reduced |
| Van Hulzen Asset Management, LLC | 367 | $193.3K | 0.01% | +367 | New |
| McIlrath & Eck, LLC | 368 | $193.8K | 0.02% | −50−12.0% | Reduced |
| S&T Bank | 369 | $194.3K | 0.06% | +369 | New |
| Bank & Trust Co | 370 | $194.8K | 0.16% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 376 | $198.0K | 0.11% | +376 | New |
| Blue Bell Private Wealth Management, LLC | 380 | $200.1K | 0.04% | −5−1.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 380 | $200.1K | 0.03% | +380 | New |
| Innova Wealth Partners | 380 | $200.1K | 0.13% | +380 | New |
| HFG Advisors, Inc. | 380 | $200.1K | 0.17% | +380 | New |
| Burke & Herbert Bank & Trust Co | 381 | $200.6K | 0.05% | −60−13.6% | Reduced |
| High Note Wealth, LLC | 381 | $200.7K | 0.05% | +381 | New |
| Aurora Private Wealth, Inc. | 383 | $201.0K | 0.15% | +383 | New |
| Schear Investment Advisers, LLC | 382 | $201.2K | 0.11% | +382 | New |
| Polymer Capital Management (US) LLC | 382 | $201.2K | 0.06% | +382 | New |
| Monterey Private Wealth, Inc. | 382 | $201.3K | 0.07% | +382 | New |
| Robinson Smith Wealth Advisors LLC | 383 | $201.7K | 0.17% | −1,664−81.3% | Reduced |
| Argyle Capital Management Inc. | 383 | $201.7K | 0.08% | +383 | New |
| Keystone Wealth Services, LLC | 383 | $201.9K | 0.05% | +383 | New |
| Optivise Advisory Services LLC | 383 | $202.0K | 0.11% | +383 | New |
| Chapin Davis, Inc. | 409 | $202.0K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 384 | $202.2K | 0.03% | −333−46.4% | Reduced |
| Novare Capital Management LLC | 385 | $202.5K | 0.02% | +385 | New |
| Topsail Wealth Management, LLC | 386 | $203.3K | 0.04% | +386 | New |
| Great Waters Wealth Management | 386 | $203.3K | 0.03% | −26−6.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 387 | $203.8K | 0.04% | +387 | New |
| Renaissance Technologies LLC | 384 | $204.0K | 0.00% | −27,680−98.6% | Reduced |
| Alpha Financial Partners, LLC | 388 | $204.1K | 0.16% | +388 | New |
| Shepherd Kaplan Krochuk, LLC | 388 | $204.3K | 0.17% | +388 | New |
| CogentBlue Wealth Advisors, LLC | 388 | $204.3K | 0.18% | +388 | New |
| Guided Capital Wealth Management, LLC | 388 | $204.5K | 0.19% | +388 | New |
| Tandem Capital Management Corp | 389 | $204.8K | 0.11% | +389 | New |
| Strategic Family Wealth Counselors, L.L.C. | 389 | $204.8K | 0.07% | +389 | New |
| Golden Road Advisors LLC | 389 | $204.8K | 0.15% | +389 | New |
| Integrated Investment Consultants, LLC | 390 | $205.4K | 0.04% | +390 | New |
| Resolute Partners Group | 390 | $205.4K | 0.04% | +390 | New |
| Momentous Wealth Management, Inc. | 390 | $205.4K | 0.17% | +390 | New |
| Hopwood Financial Services, Inc. | 392 | $206.2K | 0.16% | +392 | New |
| Hutchinson Capital Management | 393 | $206.9K | 0.04% | +393 | New |
| Alesco Advisors LLC | 393 | $206.9K | 0.01% | +393 | New |
| Valley National Advisers Inc | 395 | $207.0K | 0.04% | +204+106.8% | Added |
| Capital Investment Counsel, Inc | 394 | $207.5K | 0.03% | +394 | New |
| Horizon Investment Services, LLC | 394 | $207.5K | 0.09% | +394 | New |
| TCP Asset Management, LLC | 394 | $207.5K | 0.05% | +394 | New |
| Schulz Wealth, LTD. | 395 | $208.0K | 0.16% | +395 | New |
| Financial Network Wealth Management LLC | 396 | $208.0K | 0.07% | +396 | New |
| American Financial Advisors, LLC | 395 | $208.1K | 0.03% | +395 | New |
| Maripau Wealth Management LLC | 397 | $208.8K | 0.12% | +397 | New |
| USAdvisors Wealth Management, LLC | 397 | $209.0K | 0.07% | +397 | New |
| Centiva Capital, LP | 398 | $209.6K | 0.01% | +72+22.1% | Added |
| Rodgers & Associates, LTD | 398 | $209.6K | 0.02% | +398 | New |
| Keystone Financial Services | 398 | $209.6K | 0.08% | +398 | New |
| Moody Aldrich Partners LLC | 399 | $210.1K | 0.04% | −72−15.3% | Reduced |
| CCG Wealth Management, LLC | 399 | $210.1K | 0.12% | +399 | New |
| Olistico Wealth, LLC | 400 | $210.6K | 0.12% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 400 | $210.6K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 400 | $210.6K | 0.14% | +40+11.1% | Added |
| Trustco Bank Corp N Y | 400 | $210.6K | 0.23% | +400 | New |
| Fort Washington Investment Advisors Inc | 400 | $210.6K | 0.00% | +400 | New |
| Par Capital Management Inc | 400 | $210.6K | 0.01% | +400 | New |
| Beirne Wealth Consulting Services, LLC | 400 | $210.6K | 0.08% | +400 | New |
| Ti-Trust, Inc | 400 | $210.6K | 0.14% | +400 | New |
| Polymer Capital Management (HK) LTD | 400 | $210.6K | 0.04% | +400 | New |
| Jessup Wealth Management, Inc | 400 | $210.8K | 0.09% | +400 | New |
| Wealth Quarterback LLC | 401 | $211.2K | 0.10% | +401 | New |
| Financial Partners Group, Inc | 402 | $211.7K | 0.03% | +402 | New |
| Sage Financial Management Group, Inc. | 403 | $212.0K | 0.08% | +403 | New |
| Earnest Partners LLC | 403 | $212.2K | 0.00% | +403 | New |
| ORBA Wealth Advisors, L.L.C. | 403 | $212.2K | 0.11% | +403 | New |
