| Next Level Wealth Planning, LLC | 230 | $205.0K | 0.16% | +230 | New |
| Legacy Financial Strategies, LLC | 232 | $205.7K | 0.04% | +232 | New |
| Quarry LP | 231 | $205.9K | 0.04% | −539−70.0% | Reduced |
| American Trust | 231 | $205.9K | 0.02% | −225−49.3% | Reduced |
| Optima Capital LLC | 231 | $205.9K | 0.14% | +231 | New |
| Willow Creek Wealth Management Inc. | 232 | $206.8K | 0.02% | +232 | New |
| Fortress Wealth Management, Inc. | 232 | $206.8K | 0.10% | +232 | New |
| W.H. Cornerstone Investments Inc. | 232 | $206.8K | 0.14% | +232 | New |
| Allegiance Financial Group Advisory Services LLC | 232 | $206.8K | 0.07% | +232 | New |
| Warburton Capital Management, LLC | 233 | $207.0K | 0.16% | +233 | New |
| BBR Partners, LLC | 233 | $207.7K | 0.01% | +233 | New |
| Palisades Hudson Asset Management, L.P. | 233 | $208.0K | 0.09% | +233 | New |
| South State Corp. | 234 | $208.6K | 0.01% | +2+0.9% | Added |
| FFT Wealth Management LLC | 235 | $209.1K | 0.02% | +235 | New |
| Promethium Advisors,llc | 235 | $209.5K | 0.14% | −94−28.6% | Reduced |
| DSM Capital Partners LLC | 235 | $209.5K | 0.00% | +17+7.8% | Added |
| Wiser Wealth Management, Inc | 235 | $209.5K | 0.06% | +235 | New |
| Life Line Wealth Management LLC | 235 | $209.5K | 0.07% | +235 | New |
| Heritage Wealth Management, Inc. | 236 | $210.4K | 0.18% | +236 | New |
| First American Trust, FSB | 236 | $210.4K | 0.02% | +236 | New |
| Proactive Wealth Strategies LLC | 237 | $211.0K | 0.11% | +237 | New |
| Greystone Financial Group, LLC | 237 | $211.2K | 0.04% | +237 | New |
| Cutter & CO Brokerage, Inc. | 238 | $212.1K | 0.05% | +238 | New |
| Towercrest Capital Management | 238 | $212.1K | 0.03% | +238 | New |
| Everest Management Corp. | 238 | $212.1K | 0.19% | +238 | New |
| Aspire Capital Advisors LLC | 239 | $213.0K | 0.06% | +239 | New |
| Manchester Financial Inc | 239 | $213.0K | 0.05% | +239 | New |
| Boyd Watterson Asset Management LLC | 240 | $213.9K | 0.06% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 240 | $213.9K | 0.09% | 00.0% | Unchanged |
| Barr E S & Co | 240 | $213.9K | 0.01% | +240 | New |
| FRG Family Wealth Advisors LLC | 240 | $213.9K | 0.04% | +240 | New |
| Millstone Evans Group, LLC | 242 | $215.7K | 0.15% | +242 | New |
| Roehl & Yi Investment Advisors, LLC | 242 | $215.7K | 0.12% | +242 | New |
| McIlrath & Eck, LLC | 243 | $216.6K | 0.03% | −4−1.6% | Reduced |
| Legacy Wealth Management, Inc | 243 | $216.6K | 0.01% | +243 | New |
| Vega Investment Solutions | 243 | $216.6K | 0.18% | +243 | New |
| Bravias Capital Group, LLC | 222 | $216.8K | 0.18% | +222 | New |
| Park National Corp | 244 | $217.5K | 0.01% | +244 | New |
| Sovereign Investment Advisors, LLC | 244 | $217.5K | 0.06% | +244 | New |
| Providence First Trust Co | 245 | $218.4K | 0.08% | +245 | New |
| Bridgefront Capital, LLC | 245 | $218.4K | 0.07% | +245 | New |
| Significant Wealth Partners LLC | 245 | $218.4K | 0.11% | +245 | New |
| Certus Wealth Management, LLC | 213 | $218.9K | 0.15% | +213 | New |
| Accel Wealth Management | 246 | $219.3K | 0.08% | +246 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 247 | $220.2K | 0.23% | −694−73.8% | Reduced |
| Thomasville National Bank | 247 | $220.2K | 0.02% | +247 | New |
| Verus Wealth Management, LLC | 247 | $220.2K | 0.25% | +247 | New |
| Ball & Co Wealth Management Inc. | 248 | $221.0K | 0.18% | +248 | New |
| Enterprise Bank & Trust Co | 248 | $221.0K | 0.07% | +248 | New |
| Oakworth Capital, Inc. | 248 | $221.0K | 0.02% | +111+81.0% | Added |
| Sherman Asset Management, Inc. | 249 | $221.9K | 0.20% | +249 | New |
| Total Wealth Planning & Management, Inc. | 249 | $221.9K | 0.22% | +249 | New |
| Aviance Capital Partners, LLC | 249 | $222.1K | 0.03% | +249 | New |
| Perfromance Wealth Partners, LLC | 250 | $222.5K | 0.01% | −218−46.6% | Reduced |
| Dogwood Wealth Management LLC | 250 | $222.8K | 0.12% | −42−14.4% | Reduced |
| Spinnaker Trust | 250 | $222.8K | 0.01% | +250 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 250 | $222.8K | 0.06% | +250 | New |
| Syntegra Private Wealth Group, LLC | 250 | $222.8K | 0.03% | +250 | New |
| SLT Holdings LLC | 250 | $222.8K | 0.21% | +250 | New |
| Lifeworks Advisors, LLC | 251 | $223.6K | 0.04% | +251 | New |
| KG&L Capital Management,LLC | 251 | $223.7K | 0.07% | +251 | New |
| Innovator Capital Management, LLC | 253 | $225.5K | 4.44% | +253 | New |
| Patrick M Sweeney & Associates, Inc | 253 | $225.5K | 0.17% | +253 | New |
| Foster & Motley Inc | 253 | $226.0K | 0.01% | +253 | New |
| Schaper Benz & Wise Investment Counsel Inc | 254 | $226.4K | 0.02% | +254 | New |
| First American Bank | 254 | $226.4K | 0.02% | +254 | New |
| Stonebridge Capital Management Inc | 255 | $227.0K | 0.09% | +255 | New |
| StrongBox Wealth, LLC | 255 | $227.3K | 0.10% | −149−36.9% | Reduced |
| RS Crum Inc. | 255 | $227.3K | 0.06% | +255 | New |
| Hollow Brook Wealth Management LLC | 255 | $227.3K | 0.07% | +255 | New |
| RiverFront Investment Group, LLC | 255 | $227.3K | 0.01% | +255 | New |
| Hudock, Inc. | 255 | $227.3K | 0.04% | +255 | New |
| Sierra Ocean, LLC | 255 | $227.3K | 0.19% | +255 | New |
| Mosaic Financial Group, LLC | 255 | $228.0K | 0.16% | −93−26.7% | Reduced |
| Ledyard National Bank | 256 | $228.2K | 0.02% | −45−15.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 256 | $228.2K | 0.00% | −12−4.5% | Reduced |
| Peachtree Investment Partners, LLC | 257 | $229.1K | 0.09% | +257 | New |
| Puff Wealth Management, LLC | 257 | $229.1K | 0.40% | +257 | New |
| Tandem Wealth Advisors LLC | 258 | $230.0K | 0.12% | +258 | New |
| Madison Wealth Partners, Inc | 258 | $230.0K | 0.06% | +258 | New |
| Anchor Pointe Wealth Management, LLC | 256 | $230.5K | 0.30% | +256 | New |
| GSB Wealth Management, LLC | 259 | $230.9K | 0.06% | +259 | New |
| Invenio Wealth Partners LLC | 259 | $230.9K | 0.10% | +259 | New |
| FSM Wealth Advisors, LLC | 274 | $230.9K | 0.06% | +274 | New |
| Towerpoint Wealth, LLC | 260 | $231.7K | 0.11% | +260 | New |
| GSG Advisors LLC | 260 | $231.7K | 0.07% | +260 | New |
| Members Wealth LLC | 226 | $232.2K | 0.17% | +226 | New |
| First County Bank | 261 | $232.6K | 0.13% | +261 | New |
| M. Kraus & Co | 261 | $232.6K | 0.07% | +261 | New |
| Commonwealth Retirement Investments LLC | 261 | $232.6K | 0.10% | +261 | New |
| Crawford Investment Counsel Inc | 261 | $232.8K | 0.00% | +261 | New |
| Global View Capital Management LLC | 263 | $233.2K | 0.08% | +263 | New |
| Delta Investment Management, LLC | 262 | $233.5K | 0.05% | +262 | New |
| GW&K Investment Management, LLC | 263 | $234.0K | 0.00% | +2+0.8% | Added |
| Private Client Services, LLC | 263 | $234.4K | 0.13% | +263 | New |
| Instrumental Wealth, LLC | 234 | $234.7K | 0.22% | +234 | New |
| Sentinus, LLC | 264 | $235.3K | 0.07% | +264 | New |
| Garrison Point Advisors, LLC | 265 | $236.2K | 0.11% | −25−8.6% | Reduced |
| Penn Davis McFarland Inc | 265 | $236.2K | 0.03% | +265 | New |
| Dumont & Blake Investment Advisors LLC | 265 | $236.2K | 0.06% | +265 | New |