| MKT Advisors LLC | 309 | $211.9K | 0.11% | +309 | New |
| Dogwood Wealth Management LLC | 315 | $212.6K | 0.13% | +23+7.9% | Added |
| Boston Family Office LLC | 315 | $213.0K | 0.02% | +315 | New |
| Northwest Capital Management Inc | 316 | $213.3K | 0.08% | −10−3.1% | Reduced |
| Mengis Capital Management, Inc. | 316 | $213.3K | 0.04% | +316 | New |
| 25 LLC | 316 | $213.3K | 0.10% | +316 | New |
| Delap Wealth Advisory, LLC | 317 | $213.9K | 0.10% | −940−74.8% | Reduced |
| Charter Oak Capital Management, LLC | 317 | $213.9K | 0.02% | +317 | New |
| MGO Private Wealth, LLC | 317 | $213.9K | 0.13% | +317 | New |
| Grimes & Company, Inc. | 318 | $214.4K | 0.01% | −32−9.1% | Reduced |
| Compass Ion Advisors, LLC | 353 | $214.4K | 0.03% | 00.0% | Unchanged |
| Convergence Financial, LLC | 318 | $214.6K | 0.06% | +318 | New |
| Searle & Co. | 320 | $216.0K | 0.05% | +320 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 320 | $216.0K | 0.02% | +320 | New |
| Trinity Financial Advisors LLC | 320 | $216.0K | 0.10% | +320 | New |
| TCWP LLC | 320 | $216.0K | 0.53% | +320 | New |
| SlateStone Wealth, LLC | 321 | $217.0K | 0.02% | −75−18.9% | Reduced |
| Bank of Nova Scotia Trust Co | 322 | $217.3K | 0.02% | +322 | New |
| Phillips Financial Management, LLC | 322 | $217.3K | 0.02% | +322 | New |
| Intrepid Financial Planning Group LLC | 323 | $218.0K | 0.09% | +323 | New |
| Total Clarity Wealth Management, Inc. | 323 | $218.0K | 0.08% | −16−4.7% | Reduced |
| GPM Growth Investors, Inc. | 324 | $218.7K | 0.09% | +324 | New |
| Cambridge Financial Group, LLC | 324 | $218.7K | 0.10% | +324 | New |
| Stiles Financial Services Inc | 325 | $219.3K | 0.08% | +325 | New |
| FinTrust Capital Advisors, LLC | 326 | $220.0K | 0.04% | −1,001−75.4% | Reduced |
| De Burlo Group Inc | 326 | $220.0K | 0.03% | +326 | New |
| Palumbo Wealth Management LLC | 326 | $220.0K | 0.09% | +326 | New |
| Matrix Private Capital Group LLC | 327 | $220.7K | 0.14% | +327 | New |
| Prosperity Financial Group, Inc. | 327 | $220.7K | 0.14% | +327 | New |
| Burkett Financial Services, LLC | 329 | $222.0K | 0.11% | −1−0.3% | Reduced |
| Brave Asset Management Inc | 329 | $222.0K | 0.06% | +329 | New |
| Accel Wealth Management | 329 | $222.0K | 0.09% | +329 | New |
| Morling Financial Advisors, LLC | 329 | $222.0K | 0.10% | +329 | New |
| Luts & Greenleigh Group, Inc | 329 | $222.0K | 0.23% | +329 | New |
| Stage Harbor Financial, LLC | 330 | $222.7K | 0.22% | −27−7.6% | Reduced |
| Sculati Wealth Management, LLC | 330 | $222.7K | 0.10% | −6−1.8% | Reduced |
| South State Corp. | 331 | $223.4K | 0.02% | +27+8.9% | Added |
| Rollins Financial Advisors, LLC | 332 | $224.1K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 332 | $224.1K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 333 | $224.7K | 0.07% | +20+6.4% | Added |
| Retirement Income Solutions, Inc | 333 | $224.7K | 0.05% | +333 | New |
| West Paces Advisors Inc. | 334 | $225.4K | 0.06% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 330 | $225.6K | 0.08% | +330 | New |
| Bellevue Asset Management, LLC | 335 | $226.1K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 335 | $226.1K | 0.01% | −5−1.5% | Reduced |
| Vigilare Wealth Management | 335 | $226.1K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 335 | $226.1K | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 336 | $226.8K | 0.04% | −37−9.9% | Reduced |
| Pacific Global Investment Management CO | 336 | $226.8K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 336 | $226.8K | 0.07% | +336 | New |
| DT Investment Partners, LLC | 337 | $227.4K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 337 | $227.4K | 0.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 338 | $228.1K | 0.19% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 338 | $228.1K | 0.15% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 339 | $228.8K | 0.01% | −101−23.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 339 | $228.8K | 0.04% | +4+1.2% | Added |
| Bath Savings Trust Co | 340 | $229.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 340 | $229.5K | 0.22% | +46+15.6% | Added |
| Ullmann Financial Group, Inc. | 340 | $229.8K | 0.03% | +340 | New |
| Monograph Wealth Advisors, LLC | 343 | $231.5K | 0.03% | −95−21.7% | Reduced |
| Diversified, LLC | 343 | $231.7K | 0.03% | +343 | New |
| Hunter Associates Investment Management LLC | 345 | $232.0K | 0.04% | +15+4.5% | Added |
| Summa Corp. | 344 | $232.2K | 0.11% | −236−40.7% | Reduced |
| Yeomans Consulting Group, Inc. | 344 | $232.2K | 0.09% | −37−9.7% | Reduced |
| Custos Family Office, LLC | 345 | $232.8K | 0.09% | −795−69.7% | Reduced |
| Ethos Financial Group, LLC | 345 | $233.0K | 0.04% | −247−41.7% | Reduced |
| Sym Financial Corp | 346 | $233.5K | 0.04% | −108−23.8% | Reduced |
| Optivise Advisory Services LLC | 346 | $233.5K | 0.13% | +346 | New |
| Prospect Financial Services LLC | 346 | $233.5K | 0.18% | +346 | New |
| Abound Wealth Management | 346 | $233.5K | 0.09% | −34−8.9% | Reduced |
| Dupree Financial Group, LLC | 347 | $234.2K | 0.11% | 00.0% | Unchanged |
| Solstein Capital, LLC | 348 | $234.9K | 0.15% | −32−8.4% | Reduced |
| Channel Wealth LLC | 348 | $234.9K | 0.09% | −10−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 348 | $234.9K | 0.09% | +348 | New |
| Youngs Advisory Group, Inc. | 348 | $234.9K | 0.10% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 349 | $235.5K | 0.10% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 350 | $236.2K | 0.12% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 350 | $236.2K | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 350 | $236.2K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 350 | $236.2K | 0.04% | +350 | New |
| Syverson Strege & Co | 351 | $236.9K | 0.08% | +351 | New |
| 3Chopt Investment Partners, LLC | 351 | $236.9K | 0.07% | +351 | New |
| Wellspring Financial Advisors, LLC | 351 | $236.9K | 0.03% | +6+1.7% | Added |
| MV Capital Management, Inc. | 352 | $237.6K | 0.03% | +13+3.8% | Added |
| Flynn Zito Capital Management, LLC | 353 | $238.2K | 0.12% | +1+0.3% | Added |
| Key Financial Inc | 353 | $238.2K | 0.06% | +179+102.9% | Added |
| Capital Planning Advisors, LLC | 354 | $238.9K | 0.04% | −94−21.0% | Reduced |
| 1st Source Bank | 354 | $238.9K | 0.01% | +354 | New |
| JSF Financial, LLC | 355 | $239.6K | 0.07% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 355 | $239.6K | 0.14% | +355 | New |
| Quantum Financial Advisors, LLC | 355 | $239.6K | 0.04% | −24−6.3% | Reduced |
| Wick Capital Partners, LLC | 356 | $240.1K | 0.08% | +356 | New |
| Range Financial Group LLC | 356 | $240.3K | 0.12% | +356 | New |
| Smith Anglin Financial, LLC | 356 | $240.3K | 0.02% | −80−18.3% | Reduced |
| Meridian Wealth Partners, LLC | 356 | $240.4K | 0.04% | +23+6.9% | Added |
| Capital Asset Advisory Services LLC | 351 | $240.7K | 0.01% | −13−3.6% | Reduced |
| EdgeRock Capital LLC | 358 | $241.6K | 0.19% | +358 | New |
| SJS Investment Consulting Inc. | 358 | $241.6K | 0.05% | −31−8.0% | Reduced |
| Fortem Financial Group, LLC | 359 | $242.3K | 0.10% | −5−1.4% | Reduced |
| Sharp Financial Services, LLC | 360 | $243.0K | 0.21% | +360 | New |
