| Klingenstein Fields & Co LP | 237 | $208.3K | 0.01% | +237 | New |
| Cambria Investment Management, L.P. | 237 | $208.3K | 0.01% | +237 | New |
| Sage Rhino Capital LLC | 237 | $208.3K | 0.04% | +237 | New |
| Maripau Wealth Management LLC | 238 | $209.5K | 0.10% | −266−52.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 239 | $210.1K | 0.14% | +239 | New |
| 55 North Private Wealth, LLC | 240 | $211.0K | 0.06% | +240 | New |
| Convergence Investment Partners, LLC | 240 | $211.0K | 0.04% | −32−11.8% | Reduced |
| Hohimer Wealth Management, LLC | 241 | $211.8K | 0.03% | +241 | New |
| Sonoma Allocations LLC | 224 | $212.3K | 0.07% | −143−39.0% | Reduced |
| Legacy Advisors, LLC | 242 | $212.7K | 0.02% | +242 | New |
| Compass Wealth Management, LLC | 242 | $212.7K | 0.09% | +242 | New |
| Bailard, Inc. | 243 | $213.6K | 0.00% | −3,159−92.9% | Reduced |
| Thrive Wealth Management, LLC | 243 | $213.6K | 0.03% | +243 | New |
| Catalina Capital Group, LLC | 244 | $214.5K | 0.13% | +244 | New |
| Walkner Condon Financial Advisors LLC | 245 | $215.3K | 0.03% | −224−47.8% | Reduced |
| Kuhn & Co Investment Counsel | 246 | $216.4K | 0.14% | +246 | New |
| Peak Planning Group, LLC | 247 | $217.1K | 0.06% | +247 | New |
| Hoxton Planning & Management, LLC | 247 | $217.1K | 0.06% | +247 | New |
| Baker Tilly Wealth Management, LLC | 248 | $218.0K | 0.05% | +248 | New |
| Arsenal Capital Advisors LLC | 249 | $218.5K | 0.15% | +249 | New |
| Turning Point Benefit Group, Inc. | 249 | $218.9K | 0.11% | +61+32.4% | Added |
| QP Wealth Management, LLC | 249 | $218.9K | 0.19% | +249 | New |
| OMNI 360 Wealth, Inc. | 234 | $219.2K | 0.11% | +234 | New |
| DRW Securities, LLC | 250 | $219.7K | 0.02% | +250 | New |
| Seelaus Asset Management LLC | 250 | $219.7K | 0.17% | +250 | New |
| Avos Capital Management, LLC | 250 | $219.7K | 0.10% | +250 | New |
| Cura Wealth Advisors, LLC | 250 | $219.7K | 0.08% | +250 | New |
| MV Capital Management, Inc. | 252 | $221.5K | 0.02% | +1+0.4% | Added |
| Allen Capital Group, LLC | 252 | $221.5K | 0.02% | +252 | New |
| Financial Management Professionals, Inc. | 253 | $222.4K | 0.02% | +8+3.3% | Added |
| OneAscent Family Office, LLC | 253 | $222.4K | 0.15% | +253 | New |
| LeConte Wealth Management, LLC | 255 | $224.1K | 0.15% | +255 | New |
| Colonial Trust Advisors | 257 | $225.9K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 258 | $226.8K | 0.03% | −110−29.9% | Reduced |
| Golden Reserve Retirement LLC | 258 | $227.1K | 0.04% | +258 | New |
| Legacy Wealth Managment, LLC | 261 | $229.4K | 0.11% | +9+3.6% | Added |
| Sagace Wealth Management LLC | 261 | $229.4K | 0.16% | +261 | New |
| Manhattan West Asset Management, LLC | 262 | $230.3K | 0.05% | +262 | New |
| Peterson Wealth Management | 263 | $230.9K | 0.17% | +263 | New |
| FOCUS Wealth Advisors, LLC | 263 | $231.2K | 0.11% | +263 | New |
| Oakworth Capital, Inc. | 263 | $231.2K | 0.01% | +73+38.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 267 | $235.0K | 0.02% | −7−2.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 268 | $235.6K | 0.05% | −795−74.8% | Reduced |
| Webster Bank, N. A. | 268 | $235.6K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 268 | $235.9K | 0.01% | +2+0.8% | Added |
| Defined Wealth Management, LLC | 269 | $236.4K | 0.14% | +5+1.9% | Added |
| Delap Wealth Advisory, LLC | 271 | $238.1K | 0.09% | +271 | New |
| Elser Financial Planning, Inc | 271 | $238.2K | 0.17% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 271 | $238.2K | 0.01% | +271 | New |
| Reynders McVeigh Capital Management, LLC | 272 | $239.0K | 0.01% | −25−8.4% | Reduced |
| Principal Street Partners, LLC | 272 | $239.1K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 272 | $239.1K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 272 | $239.1K | 0.05% | +1+0.4% | Added |
| Gamco Investors, Inc. Et Al | 272 | $239.1K | 0.00% | +272 | New |
| Sigma Investment Counselors Inc | 272 | $239.1K | 0.01% | +6+2.3% | Added |
| ABLE Financial Group, LLC | 273 | $240.0K | 0.05% | +5+1.9% | Added |
| Jackson Hole Capital Partners, LLC | 274 | $240.8K | 0.04% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 274 | $241.1K | 0.02% | −5−1.8% | Reduced |
| Black Swift Group, LLC | 275 | $241.7K | 0.04% | −6−2.1% | Reduced |
| Seven Mile Advisory | 275 | $241.8K | 0.04% | −71−20.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 276 | $242.6K | 0.06% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 277 | $243.5K | 0.14% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 277 | $243.5K | 0.07% | +2+0.7% | Added |
| Retirement Planning Group | 277 | $243.5K | 0.01% | +277 | New |
| Crown Wealth Group, LLC | 278 | $244.4K | 0.07% | +278 | New |
| Union Savings Bank | 280 | $246.1K | 0.11% | +280 | New |
| Hara Capital LLC | 280 | $246.1K | 0.14% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 269 | $246.5K | 0.00% | −88−24.6% | Reduced |
| Syverson Strege & Co | 281 | $247.0K | 0.06% | −23−7.6% | Reduced |
| DGS Capital Management, LLC | 281 | $247.0K | 0.04% | +281 | New |
| Sovran Advisors, LLC | 262 | $247.5K | 0.02% | −18−6.4% | Reduced |
| Chemistry Wealth Management LLC | 282 | $247.8K | 0.05% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 284 | $249.6K | 0.19% | −58−17.0% | Reduced |
| Altfest L J & Co Inc | 286 | $251.0K | 0.03% | +12+4.4% | Added |
| Sandhill Capital Partners LLC | 287 | $252.3K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 287 | $252.4K | 0.06% | 00.0% | Unchanged |
| Sentinus, LLC | 288 | $253.2K | 0.02% | +7+2.5% | Added |
| Wayfinding Financial, LLC | 289 | $254.0K | 0.11% | −32−10.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 289 | $254.0K | 0.01% | −238−45.2% | Reduced |
| Davidson Trust Co | 289 | $254.0K | 0.11% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 289 | $254.0K | 0.11% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 289 | $254.0K | 0.04% | +289 | New |
| Security Financial Services, INC. | 290 | $254.9K | 0.04% | +290 | New |
| Colonial Trust Co | 291 | $255.6K | 0.03% | −2−0.7% | Reduced |
| Atticus Wealth Management, LLC | 291 | $255.9K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 292 | $256.2K | 0.01% | +8+2.8% | Added |
| Main Street Research LLC | 292 | $256.7K | 0.01% | +292 | New |
| TigerOak Management, L.L.C. | 293 | $257.5K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 293 | $257.6K | 0.05% | −141−32.5% | Reduced |
| FourThought Financial Partners, LLC | 294 | $258.4K | 0.02% | +294 | New |
| Eagle Wealth Advisors LLC | 294 | $258.4K | 0.22% | +294 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 295 | $259.3K | 0.00% | 00.0% | Unchanged |
| Livet Wealth, LLC | 295 | $259.3K | 0.16% | +295 | New |
| Tobias Financial Advisors, Inc. | 296 | $260.2K | 0.04% | +296 | New |
| Founders Financial Securities LLC | 297 | $260.9K | 0.02% | +297 | New |
| Patton Albertson Miller Group, LLC | 297 | $261.1K | 0.03% | +297 | New |
| Carroll Investors, Inc | 299 | $262.8K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 299 | $262.9K | 0.02% | +10+3.5% | Added |
| LVM Capital Management Ltd | 299 | $263.0K | 0.02% | 00.0% | Unchanged |
| Blalock Williams, LLC | 300 | $263.2K | 0.21% | −10−3.2% | Reduced |
