| Shikiar Asset Management Inc | 872 | $297.0K | 0.08% | −297−25.4% | Reduced |
| Stonekeep Investments, LLC | 872 | $297.0K | 0.17% | +872 | New |
| Twelve Points Wealth Management LLC | 872 | $297.4K | 0.06% | +872 | New |
| Schnieders Capital Management, LLC. | 872 | $297.4K | 0.04% | +872 | New |
| Aldebaran Financial Inc. | 873 | $297.7K | 0.24% | +873 | New |
| Wealthcare Capital Management LLC | 874 | $298.1K | 0.03% | +874 | New |
| Argent Advisors, Inc. | 875 | $298.4K | 0.07% | +875 | New |
| Oakworth Capital, Inc. | 873 | $298.4K | 0.01% | +55+6.7% | Added |
| Maimon Wealth Management Ltd. | 876 | $298.7K | 0.23% | +876 | New |
| Infrastructure Capital Advisors, LLC | 877 | $299.1K | 0.02% | +877 | New |
| Benchmark Financial Wealth Advisors, LLC | 878 | $299.4K | 0.07% | +878 | New |
| Wealthspan Partners, LLC | 882 | $300.8K | 0.09% | +882 | New |
| Mayfair Advisory Group, LLC | 930 | $301.1K | 0.09% | +930 | New |
| Green Square Capital Advisors LLC | 887 | $302.5K | 0.03% | +887 | New |
| HBW Advisory Services LLC | 888 | $302.8K | 0.03% | −992−52.8% | Reduced |
| Associated Banc-Corp | 890 | $303.5K | 0.01% | −512−36.5% | Reduced |
| Rise Advisors, LLC | 890 | $303.5K | 0.09% | +890 | New |
| Gray Private Wealth, LLC | 890 | $303.5K | 0.13% | +890 | New |
| Wayfinding Financial, LLC | 893 | $304.0K | 0.12% | +893 | New |
| MinichMacGregor Wealth Management, LLC | 891 | $304.1K | 0.05% | +891 | New |
| Cypress Wealth Services, LLC | 894 | $304.9K | 0.04% | +894 | New |
| Braeburn Wealth Management LLC | 895 | $305.2K | 0.13% | +895 | New |
| BlackDiamond Wealth Management Inc. | 794 | $305.7K | 0.12% | +794 | New |
| Ullmann Financial Group, Inc. | 897 | $306.0K | 0.03% | +897 | New |
| Consilio Wealth Advisors, LLC | 898 | $306.2K | 0.07% | +898 | New |
| Hutchens & Kramer Investment Management Group, LLC | 899 | $306.6K | 0.08% | +899 | New |
| First Growth Capital LLC | 899 | $306.6K | 0.23% | +899 | New |
| Paradigm Asset Management Co LLC | 900 | $306.9K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 900 | $306.9K | 0.08% | +900 | New |
| Trustmark National Bank Trust Department | 901 | $307.3K | 0.02% | +901 | New |
| Opus Financial Solutions LLC | 902 | $307.6K | 0.25% | +902 | New |
| Oder Investment Management, LLC | 904 | $308.3K | 0.21% | +904 | New |
| HHM Wealth Advisors, LLC | 904 | $308.3K | 0.03% | +158+21.2% | Added |
| Dynasty Wealth Management, LLC | 905 | $308.6K | 0.00% | −676−42.8% | Reduced |
| Bingham Private Wealth, LLC | 905 | $308.6K | 0.21% | +905 | New |
| Zuckerman Investment Group, LLC | 906 | $309.0K | 0.03% | +906 | New |
| Thompson Siegel & Walmsley LLC | 906 | $309.0K | 0.01% | +906 | New |
| University of Texas/Texas Am Investment Managment Co | 907 | $309.3K | 0.04% | +907 | New |
| Biltmore Family Office, LLC | 908 | $309.6K | 0.04% | +908 | New |
| Bridgewealth Advisory Group, LLC | 908 | $309.6K | 0.06% | +908 | New |
| Evolution Wealth Advisors, LLC | 909 | $310.0K | 0.04% | +909 | New |
| Bank Hapoalim BM | 910 | $310.0K | 0.02% | −680−42.8% | Reduced |
| Farmers National Bank | 910 | $310.3K | 0.06% | +910 | New |
| South Street Advisors LLC | 912 | $311.0K | 0.04% | +912 | New |
| Genesis Financial Group, LLC | 913 | $311.4K | 0.20% | +913 | New |
| Chilton Capital Management LLC | 916 | $312.4K | 0.01% | −128−12.3% | Reduced |
| Axiom Investment Management LLC | 918 | $313.1K | 0.21% | −92−9.1% | Reduced |
| Old North State Trust, LLC | 921 | $314.0K | 0.16% | +921 | New |
| Orcam Financial Group | 928 | $316.5K | 0.15% | +928 | New |
| Sandy Cove Advisors, LLC | 929 | $316.8K | 0.08% | +929 | New |
| Redhawk Wealth Advisors, Inc. | 930 | $317.1K | 0.03% | +930 | New |
| Hudson Capital Management LLC | 931 | $317.5K | 0.08% | +931 | New |
| Vestia Personal Wealth Advisors | 933 | $318.2K | 0.12% | +933 | New |
| Sovereign Financial Group, Inc. | 934 | $318.5K | 0.05% | +934 | New |
| Voisard Asset Management Group, Inc. | 935 | $318.9K | 0.06% | +935 | New |
| Covestor Ltd | 934 | $319.0K | 0.18% | +291+45.3% | Added |
| Endeavor Private Wealth, Inc. | 937 | $319.5K | 0.08% | +937 | New |
| Adirondack Trust Co | 938 | $319.9K | 0.10% | −21−2.2% | Reduced |
| First National Bank of Omaha | 964 | $320.0K | 0.01% | +964 | New |
| Barr E S & Co | 943 | $321.6K | 0.02% | +943 | New |
| Frisch Financial Group, Inc. | 944 | $321.9K | 0.06% | +944 | New |
| BCS Private Wealth Management, Inc. | 944 | $321.9K | 0.10% | +944 | New |
| Capstone Wealth Management Group, Inc. | 944 | $321.9K | 0.19% | +944 | New |
| Matters Capital LLC | 946 | $322.6K | 0.23% | +946 | New |
| WP Advisors, LLC | 948 | $323.3K | 0.08% | +948 | New |
| PTM Wealth Management, LLC | 1,000 | $323.8K | 0.15% | +1,000 | New |
| Roxbury Financial LLC | 950 | $324.0K | 0.26% | +100+11.8% | Added |
| Warwick Investment Management, Inc. | 950 | $324.0K | 0.04% | +950 | New |
| Cordoba Advisory Partners LLC | 952 | $324.7K | 0.07% | +952 | New |
| Redwood Financial Network Corp | 955 | $325.7K | 0.18% | +955 | New |
| Summit Financial Wealth Advisors, LLC | 956 | $326.0K | 0.04% | +956 | New |
| Veritas Investment Partners (UK) Ltd. | 960 | $327.0K | 0.01% | 00.0% | Unchanged |
| Motive Wealth Advisors | 960 | $327.4K | 0.13% | +960 | New |
| Coign Capital Advisors LLC | 960 | $327.4K | 0.15% | +960 | New |
| Bell Bank | 963 | $328.4K | 0.01% | +963 | New |
| Walled Lake Planning & Wealth Management, LLC | 963 | $328.4K | 0.08% | +963 | New |
| Stokes Family Office, LLC | 965 | $329.1K | 0.04% | −431−30.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 965 | $329.1K | 0.04% | +112+13.1% | Added |
| Safeguard Investment Advisory Group, LLC | 965 | $329.1K | 0.08% | +965 | New |
| Synergy Financial Group, LTD | 966 | $329.4K | 0.24% | +966 | New |
| Tanager Wealth Management LLP | 968 | $330.1K | 0.03% | +968 | New |
| William Mack & Associates, Inc. | 968 | $330.1K | 0.12% | +968 | New |
| Apollon Financial, LLC | 969 | $330.6K | 0.04% | +969 | New |
| Alpha Omega Wealth Management LLC | 970 | $330.8K | 0.05% | +970 | New |
| V. M. Manning & Co., Inc. | 972 | $331.5K | 0.28% | +972 | New |
| Sym Financial Corp | 974 | $332.2K | 0.03% | +974 | New |
| Marathon Capital Management | 976 | $332.8K | 0.07% | +976 | New |
| Atom Investors LP | 981 | $334.5K | 0.03% | +981 | New |
| Capital Investment Counsel, Inc | 985 | $335.9K | 0.04% | +985 | New |
| Neumann Capital Management, LLC | 986 | $336.2K | 0.22% | +986 | New |
| Vista Private Wealth Partners. LLC | 876 | $336.6K | 0.11% | +876 | New |
| Navellier & Associates Inc | 990 | $337.6K | 0.03% | −1,706−63.3% | Reduced |
| DRW Securities, LLC | 1,011 | $339.5K | 0.02% | −13,421−93.0% | Reduced |
| Permanent Capital Management, LP | 997 | $340.0K | 0.05% | +997 | New |
| Hengehold Capital Management LLC | 999 | $340.7K | 0.03% | +999 | New |
| Abacus Planning Group, Inc. | 999 | $340.7K | 0.04% | +999 | New |
| Elkhorn Partners Limited Partnership | 1,000 | $341.0K | 0.29% | −500−33.3% | Reduced |
| San Luis Wealth Advisors LLC | 1,000 | $341.0K | 0.05% | +1,000 | New |
| RVW Wealth, LLC | 1,003 | $342.0K | 0.02% | +1,003 | New |
| Gaddis Premier Wealth Advisors LLC | 1,004 | $342.4K | 0.21% | +1,004 | New |
