| Barnes Pettey Financial Advisors, LLC | 700 | $208.5K | 0.07% | +700 | New |
| Cladis Investment Advisory, LLC | 700 | $208.5K | 0.10% | +700 | New |
| Financial Symmetry Inc | 700 | $208.5K | 0.07% | +700 | New |
| Fogel Capital Management, Inc. | 702 | $209.1K | 0.08% | +702 | New |
| Clear Wave Wealth Management LLC | 703 | $209.4K | 0.05% | +703 | New |
| Plancorp, LLC | 964 | $209.6K | 0.01% | +964 | New |
| T3 Companies, LLC | 705 | $210.0K | 0.24% | +705 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 706 | $210.3K | 0.06% | +706 | New |
| Waters Parkerson & Co., LLC | 707 | $210.6K | 0.01% | +707 | New |
| Patriot Financial Group Insurance Agency, LLC | 709 | $211.2K | 0.02% | +709 | New |
| My Purposeful Wealth Corp. | 709 | $211.3K | 0.04% | +709 | New |
| Diversified Enterprises, LLC | 712 | $212.1K | 0.01% | +712 | New |
| Vision Capital Management, Inc. | 717 | $213.6K | 0.02% | +717 | New |
| Berkeley, Inc | 718 | $213.9K | 0.07% | +718 | New |
| LBMC Investment Advisors, LLC | 724 | $215.7K | 0.01% | +724 | New |
| Edgemoor Investment Advisors, Inc. | 725 | $216.0K | 0.01% | +725 | New |
| Atlanta Consulting Group Advisors, LLC | 725 | $216.0K | 0.03% | +725 | New |
| Texas Bank & Trust Co | 725 | $216.0K | 0.07% | +725 | New |
| Private Wealth Asset Management, LLC | 728 | $216.9K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 729 | $217.2K | 0.02% | +729 | New |
| South State Corp. | 730 | $217.5K | 0.01% | +9+1.2% | Added |
| Stock Yards Bank & Trust Co | 732 | $218.1K | 0.01% | +732 | New |
| Jacobsen Capital Management | 732 | $218.1K | 0.06% | +732 | New |
| Meridian Wealth Partners, LLC | 732 | $218.2K | 0.03% | +732 | New |
| Cascade Wealth Advisors, Inc | 1,000 | $218.7K | 0.09% | +1,000 | New |
| Cary Street Partner Investment Advisory LLC | 735 | $218.9K | 0.04% | +83+12.7% | Added |
| Bath Savings Trust Co | 736 | $219.2K | 0.02% | +736 | New |
| Markin Asset Management, LP | 736 | $219.2K | 0.19% | +736 | New |
| Xxi Wealth, LLC | 737 | $219.5K | 0.10% | +737 | New |
| Novare Capital Management LLC | 738 | $219.8K | 0.02% | +738 | New |
| Tanager Wealth Management LLP | 739 | $220.1K | 0.02% | +739 | New |
| NorthStar Asset Management LLC | 740 | $220.4K | 0.09% | +740 | New |
| Hershey Financial Advisers, LLC | 741 | $220.7K | 0.16% | +741 | New |
| CogentBlue Wealth Advisors, LLC | 741 | $220.7K | 0.13% | +741 | New |
| S.A. Mason LLC | 746 | $222.2K | 0.07% | +746 | New |
| TruNorth Capital Management, LLC | 748 | $222.8K | 0.04% | +748 | New |
| Palacios Wealth Management, LLC | 750 | $223.4K | 0.13% | +750 | New |
| Capstone Wealth Management Group, Inc. | 750 | $223.4K | 0.13% | +750 | New |
| Haverford Trust Co | 751 | $223.7K | 0.00% | +751 | New |
| Keudell/Morrison Wealth Management | 752 | $224.0K | 0.04% | +752 | New |
| Kiley Juergens Wealth Management, LLC | 763 | $227.3K | 0.04% | +763 | New |
| Avantax Planning Partners, Inc. | 764 | $227.5K | 0.01% | +764 | New |
| Means Investment Co., Inc. | 767 | $228.5K | 0.02% | +767 | New |
| Adirondack Trust Co | 770 | $229.4K | 0.07% | −64−7.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 770 | $229.4K | 0.07% | +770 | New |
| Chatterton & Associates Inc. | 945 | $229.9K | 0.14% | +945 | New |
| Teamwork Financial Advisors, LLC | 772 | $230.0K | 0.02% | +772 | New |
| Modera Wealth Management, LLC | 775 | $230.9K | 0.00% | +775 | New |
| Provident Living Financial Services, Inc. | 775 | $230.9K | 0.23% | +775 | New |
| GW&K Investment Management, LLC | 775 | $231.0K | 0.00% | +375+93.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 777 | $231.5K | 0.05% | +402+107.2% | Added |
| MV Capital Management, Inc. | 779 | $232.1K | 0.02% | +144+22.7% | Added |
| Green Harvest Asset Management LLC | 780 | $232.4K | 0.00% | +780 | New |
| Jennison Associates LLC | 781 | $232.6K | 0.00% | +781 | New |
| CPR Investments Inc. | 782 | $232.9K | 0.18% | +782 | New |
| Trust Co of Vermont | 783 | $233.2K | 0.01% | +783 | New |
| Cozad Asset Management Inc | 785 | $233.8K | 0.02% | +785 | New |
| Altar Rock LLC | 785 | $233.8K | 0.34% | +785 | New |
| First Horizon Corp | 787 | $234.4K | 0.01% | −55−6.5% | Reduced |
| one8zero8, LLC | 793 | $236.2K | 0.05% | +793 | New |
| Symmetry Partners, LLC | 794 | $236.7K | 0.01% | +794 | New |
| Simmons Bank | 795 | $236.8K | 0.01% | +795 | New |
| Collaborative Fund Advisors, LLC | 795 | $236.8K | 0.14% | +795 | New |
| Klingman & Associates, LLC | 800 | $238.3K | 0.01% | +800 | New |
| Eschler Asset Management LLP | 800 | $238.3K | 0.43% | +800 | New |
| Sutton Place Investors LLC | 803 | $239.2K | 0.12% | +803 | New |
| Nemes Rush Group LLC | 805 | $239.9K | 0.02% | +475+143.9% | Added |
| Revisor Wealth Management LLC | 805 | $239.9K | 0.06% | +805 | New |
| Edge Wealth Management LLC | 812 | $241.9K | 0.04% | +812 | New |
| Curated Wealth Partners LLC | 812 | $241.9K | 0.03% | +812 | New |
| Summit Wealth Partners, LLC | 815 | $242.8K | 0.03% | +815 | New |
| LeClair Wealth Partners LLC | 816 | $243.1K | 0.13% | +816 | New |
| RIA Advisory Group LLC | 820 | $244.3K | 0.05% | +820 | New |
| Alchemi Wealth, LLC | 820 | $244.3K | 0.11% | +820 | New |
| Willner & Heller, LLC | 820 | $244.4K | 0.15% | +820 | New |
| Lifelong Wealth Advisors, Inc. | 821 | $244.6K | 0.06% | +821 | New |
| Schaper Benz & Wise Investment Counsel Inc | 822 | $244.9K | 0.02% | +822 | New |
| McGowan Group Asset Management, Inc. | 826 | $246.0K | 0.03% | +826 | New |
| Financial Management Network Inc | 1,305 | $246.3K | 0.04% | +1,305 | New |
| Byrne Asset Management LLC | 833 | $248.1K | 0.13% | +103+14.1% | Added |
| Dividend Assets Capital, LLC | 834 | $248.4K | 0.05% | +834 | New |
| Odyssey Capital Advisors, Inc. | 838 | $249.6K | 0.18% | +838 | New |
| WSFS Capital Management, LLC | 841 | $250.5K | 0.01% | +841 | New |
| Fusion Family Wealth LLC | 842 | $250.8K | 0.02% | +842 | New |
| Lyell Wealth Management, LP | 844 | $251.4K | 0.02% | +844 | New |
| Owl Creek Wealth Partners LLC | 845 | $251.7K | 0.07% | +50+6.3% | Added |
| Founders Grove Wealth Partners, LLC | 846 | $252.0K | 0.05% | +846 | New |
| Deseret Mutual Benefit Administrators | 847 | $252.3K | 0.08% | −271−24.2% | Reduced |
| Tobias Financial Advisors, Inc. | 848 | $252.5K | 0.03% | +848 | New |
| Chicago Trust Co NA | 849 | $252.9K | 0.04% | +849 | New |
| Amarillo National Bank | 850 | $253.2K | 0.04% | +850 | New |
| Howard Capital Management Group, LLC | 850 | $253.2K | 0.02% | +850 | New |
| Northbridge Financial Group, LLC | 851 | $253.5K | 0.10% | +851 | New |
| Gateway Wealth Partners, LLC | 852 | $253.8K | 0.02% | +852 | New |
| Richmond Investment Services, LLC | 853 | $254.2K | 0.08% | +853 | New |
| Navigation Group, LLC | 858 | $255.6K | 0.05% | +858 | New |
| Souders Financial Advisors | 859 | $255.9K | 0.03% | +859 | New |
| Matters Capital LLC | 860 | $256.2K | 0.18% | +860 | New |
| Southland Equity Partners LLC | 861 | $256.5K | 0.04% | +861 | New |
| Piedmont Capital Management, LLC | 862 | $256.8K | 0.16% | +862 | New |
