| Charter Oak Capital Management, LLC | 544 | $230.0K | 0.03% | +544 | New |
| Guild Investment Management, Inc. | 544 | $230.1K | 0.32% | +544 | New |
| SNS Financial Group, LLC | 544 | $230.1K | 0.03% | +544 | New |
| Schrum Private Wealth Management LLC | 545 | $230.6K | 0.25% | +545 | New |
| Avenue 1 Advisors, LLC | 547 | $231.4K | 0.11% | +547 | New |
| Osborne Partners Capital Management, LLC | 548 | $231.8K | 0.02% | −469−46.1% | Reduced |
| Brendel Financial Advisors LLC | 549 | $232.0K | 0.35% | +549 | New |
| Chilton Investment Co LLC | 549 | $232.2K | 0.01% | +549 | New |
| Bell & Brown Wealth Advisors, LLC | 549 | $232.6K | 0.12% | +549 | New |
| Pioneer Trust Bank N A | 550 | $232.7K | 0.07% | +550 | New |
| SC&H Financial Advisors, Inc. | 550 | $232.8K | 0.08% | +550 | New |
| Cornerstone Capital, Inc. | 551 | $233.1K | 0.03% | +551 | New |
| Future Financial Wealth Managment LLC | 552 | $233.5K | 0.25% | +552 | New |
| Sanctuary Wealth Management, L.L.C. | 553 | $233.9K | 0.25% | +553 | New |
| James J. Burns & Company, LLC | 553 | $234.0K | 0.06% | +553 | New |
| McCarthy Asset Management, Inc. | 556 | $235.2K | 0.16% | +556 | New |
| Libra Wealth LLC | 556 | $235.2K | 0.13% | +556 | New |
| Crane Advisory, LLC | 556 | $235.3K | 0.07% | +556 | New |
| LFA - Lugano Financial Advisors SA | 558 | $236.0K | 0.16% | −42−7.0% | Reduced |
| Braun-Bostich & Associates Inc. | 558 | $236.0K | 0.51% | +558 | New |
| Graves-Light Private Wealth Management, Inc. | 558 | $236.0K | 0.03% | +558 | New |
| Ayrshire Capital Management LLC | 515 | $236.7K | 0.15% | −212−29.2% | Reduced |
| Next Level Private LLC | 562 | $237.1K | 0.15% | +562 | New |
| Tfo-TDC, LLC | 561 | $237.3K | 0.05% | +195+53.3% | Added |
| Eastern Bank | 563 | $238.2K | 0.01% | +563 | New |
| Ruggaard & Associates LLC | 565 | $239.0K | 0.14% | −288−33.8% | Reduced |
| Palladiem, LLC | 568 | $240.3K | 0.25% | +568 | New |
| Retirement Guys Formula LLC | 570 | $241.1K | 0.14% | −802−58.5% | Reduced |
| Matrix Asset Advisors Inc | 573 | $242.4K | 0.03% | +573 | New |
| Searcy Financial Services Inc | 574 | $242.9K | 0.14% | +574 | New |
| Kelly Financial Services LLC | 575 | $243.1K | 0.12% | −16−2.7% | Reduced |
| Tradewinds Capital Management, LLC | 576 | $243.8K | 0.08% | +247+75.1% | Added |
| Capital Wealth Alliance, LLC | 578 | $244.7K | 0.18% | +578 | New |
| Meredith Wealth Planning | 579 | $244.9K | 0.20% | +579 | New |
| Eubel Brady & Suttman Asset Management Inc | 579 | $245.0K | 0.03% | +579 | New |
| US Financial Advisors, LLC | 580 | $245.4K | 0.10% | +580 | New |
| STAR Financial Bank | 580 | $245.4K | 0.23% | −560−49.1% | Reduced |
| Atlas Wealth LLC | 521 | $247.5K | 0.05% | +521 | New |
| Versant Capital Management, Inc | 587 | $248.4K | 0.08% | +242+70.1% | Added |
| Wills Financial Group, Inc. | 590 | $249.6K | 0.13% | −182−23.6% | Reduced |
| Heritage Investment Group, Inc. | 592 | $250.0K | 0.07% | +592 | New |
| Ironwood Investment Counsel, LLC | 592 | $250.4K | 0.06% | −345−36.8% | Reduced |
| Silverlake Wealth Management LLC | 594 | $251.3K | 0.14% | +594 | New |
| Virtus Investment Advisers, Inc. | 599 | $253.4K | 0.17% | +599 | New |
| Capital Group Private Client Services, Inc. | 599 | $253.4K | 0.00% | +599 | New |
| First Community Trust NA | 600 | $253.8K | 0.28% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 600 | $253.8K | 0.01% | +600 | New |
| Montgomery Investment Management Inc | 600 | $253.8K | 0.09% | +600 | New |
| Reik & Co., LLC | 600 | $253.8K | 0.07% | +600 | New |
| Alpha Square Group S, LLC | 600 | $253.8K | 0.23% | +600 | New |
| Hanson & Doremus Investment Management | 600 | $254.0K | 0.05% | −115−16.1% | Reduced |
| O'Brien Greene & Co. Inc | 600 | $254.0K | 0.09% | +600 | New |
| W Advisors, LLC | 601 | $254.2K | 0.20% | +601 | New |
| Deseret Mutual Benefit Administrators | 603 | $255.1K | 0.10% | −39−6.1% | Reduced |
| SMART Wealth LLC | 604 | $255.5K | 0.19% | +604 | New |
| Altus Wealth Management, LLC | 605 | $255.7K | 0.20% | −550−47.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 609 | $257.6K | 0.09% | −350−36.5% | Reduced |
| M. Kraus & Co | 609 | $257.6K | 0.09% | +609 | New |
| Lafayette Investments, Inc. | 610 | $258.0K | 0.07% | −150−19.7% | Reduced |
| Truadvice, LLC | 610 | $258.6K | 0.10% | +610 | New |
| GoalFusion Wealth Management, LLC | 613 | $259.5K | 0.19% | +613 | New |
| Relative Value Partners Group, LLC | 614 | $259.7K | 0.02% | +614 | New |
| Roberts Wealth Advisors, LLC | 615 | $260.2K | 0.11% | −1,545−71.5% | Reduced |
| Gouws Capital LLC | 615 | $260.2K | 0.21% | −500−44.8% | Reduced |
| Avaii Wealth Management, LLC | 615 | $260.4K | 0.20% | +615 | New |
| Instrumental Wealth, LLC | 594 | $260.8K | 0.31% | +594 | New |
| Janney Capital Management LLC | 618 | $261.0K | 0.02% | +618 | New |
| Tobias Financial Advisors, Inc. | 622 | $263.2K | 0.07% | −109−14.9% | Reduced |
| Hill Island Financial LLC | 623 | $263.7K | 0.10% | +623 | New |
| Core Wealth Advisors, Inc. | 624 | $264.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 625 | $264.4K | 0.10% | +625 | New |
| All Season Financial Advisors, Inc. | 626 | $264.7K | 0.24% | +626 | New |
| DBK Financial Counsel, LLC | 627 | $265.1K | 0.36% | +627 | New |
| Freedom Wealth Alliance, LLC | 577 | $265.2K | 0.37% | +577 | New |
| Reston Wealth Management LLC | 627 | $265.4K | 0.13% | +627 | New |
| O'Connor Financial Group LLC | 628 | $265.7K | 0.18% | +628 | New |
| Old Point Trust & Financial Services N A | 630 | $266.5K | 0.11% | +630 | New |
| Brown Wealth Management, LLC | 631 | $266.9K | 0.14% | +631 | New |
| Granite Bay Wealth Management, LLC | 634 | $268.0K | 0.25% | +634 | New |
| MB, Levis & Associates, LLC | 634 | $268.1K | 0.17% | −175−21.6% | Reduced |
| Cynosure Management, LLC | 634 | $268.2K | 0.08% | +634 | New |
| Gagnon Securities LLC | 635 | $268.6K | 0.06% | +635 | New |
| OneAscent Wealth Management LLC | 639 | $270.0K | 0.13% | +639 | New |
| Hall Private Wealth Advisors | 639 | $270.3K | 0.15% | −6,621−91.2% | Reduced |
| Atwater Malick LLC | 639 | $270.3K | 0.12% | +639 | New |
| Operose Advisors LLC | 640 | $270.7K | 0.12% | −200−23.8% | Reduced |
| Joseph Group Capital Management | 640 | $270.7K | 0.23% | −140−17.9% | Reduced |
| St. Clair Advisors, LLC | 640 | $270.7K | 0.11% | +640 | New |
| Prairie Sky Financial Group LLC | 642 | $271.6K | 0.18% | +642 | New |
| Insight Folios Inc | 644 | $272.4K | 0.11% | +644 | New |
| Islay Capital Management, LLC | 645 | $272.8K | 0.24% | −625−49.2% | Reduced |
| Dividend Assets Capital, LLC | 645 | $273.0K | 0.06% | +45+7.5% | Added |
| Tandem Wealth Advisors LLC | 646 | $273.3K | 0.17% | −824−56.1% | Reduced |
| jvl associates llc | 649 | $274.5K | 0.13% | −599−48.0% | Reduced |
| Oak Family Advisors, LLC | 649 | $274.5K | 0.13% | +649 | New |
| Platinum Investment Management Ltd | 650 | $275.0K | 0.01% | +650 | New |
| WESPAC Advisors, LLC | 651 | $275.5K | 0.22% | +651 | New |
| Pointe Capital Management LLC | 652 | $275.8K | 0.21% | −243−27.2% | Reduced |
| Security National Bank of Sioux City Iowa | 652 | $275.8K | 0.21% | +652 | New |
| Destiny Capital Corp | 653 | $276.2K | 0.22% | +653 | New |
