| LVM Capital Management Ltd | 550 | $270.0K | 0.02% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 547 | $268.7K | 0.22% | 00.0% | Unchanged |
| Blalock Williams, LLC | 546 | $268.2K | 0.17% | −16−2.8% | Reduced |
| Van Cleef Asset Management,Inc | 545 | $267.7K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 545 | $267.7K | 0.03% | −270−33.1% | Reduced |
| Home Federal Bank of Tennessee | 545 | $267.7K | 0.06% | +545 | New |
| NovaPoint Capital, LLC | 545 | $267.7K | 0.06% | +545 | New |
| Woodmont Investment Counsel LLC | 544 | $267.2K | 0.01% | +25+4.8% | Added |
| Ingalls & Snyder LLC | 544 | $267.0K | 0.01% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 543 | $266.7K | 0.23% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 543 | $266.7K | 0.10% | +33+6.5% | Added |
| Forum Private Client Group LLC | 542 | $266.2K | 0.08% | +5+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 541 | $265.7K | 0.01% | −55−9.2% | Reduced |
| TCI Wealth Advisors, Inc. | 541 | $265.7K | 0.01% | −1−0.2% | Reduced |
| American National Bank of Texas | 541 | $265.7K | 0.24% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 541 | $265.7K | 0.10% | +150+38.4% | Added |
| Michael B. Yongue | 539 | $264.7K | 0.18% | −93−14.7% | Reduced |
| Klingenstein Fields & Co LP | 539 | $264.7K | 0.01% | +539 | New |
| United Advisor Group, LLC | 538 | $264.2K | 0.03% | −141−20.8% | Reduced |
| Balboa Wealth Partners | 538 | $264.2K | 0.04% | −40−6.9% | Reduced |
| Sentry LLC | 538 | $264.2K | 0.07% | +538 | New |
| Independent Wealth Network Inc. | 537 | $263.5K | 0.07% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 536 | $263.5K | 0.12% | +5+0.9% | Added |
| Mayfair Advisory Group, LLC | 547 | $263.1K | 0.08% | +547 | New |
| SHP Wealth Management | 534 | $262.4K | 0.02% | −26−4.6% | Reduced |
| West Family Investments, Inc. | 534 | $262.3K | 0.08% | +534 | New |
| Newbridge Financial Services Group, Inc. | 532 | $261.3K | 0.03% | −14−2.6% | Reduced |
| Unify Financial Advisors | 530 | $260.3K | 0.24% | 00.0% | Unchanged |
| MW Advisory, LLC | 528 | $259.3K | 0.10% | +528 | New |
| Gallacher Capital Management LLC | 528 | $259.1K | 0.15% | −191−26.6% | Reduced |
| Horizon Investment Services, LLC | 527 | $258.8K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 525 | $257.8K | 0.01% | +525 | New |
| ShankerValleau Wealth Advisors, Inc. | 523 | $256.9K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 523 | $256.9K | 0.06% | +1+0.2% | Added |
| TownSquare Capital, LLC | 522 | $256.4K | 0.05% | +35+7.2% | Added |
| Western Reserve Capital Management, LLC | 517 | $253.9K | 0.19% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 515 | $252.5K | 0.02% | +26+5.3% | Added |
| CenterBook Partners LP | 514 | $252.5K | 0.01% | −334−39.4% | Reduced |
| ZEGA Investments, LLC | 514 | $252.5K | 0.04% | +514 | New |
| Allied Private Wealth LLC | 532 | $251.5K | 0.16% | +532 | New |
| Berkshire Asset Management LLC | 511 | $251.1K | 0.01% | +19+3.9% | Added |
| Gainline Financial Partners, LLC | 510 | $250.4K | 0.23% | +510 | New |
| Gladwyn Financial Advisors, Inc. | 509 | $249.8K | 0.16% | 00.0% | Unchanged |
| First National Advisers, LLC | 507 | $249.0K | 0.03% | −46−8.3% | Reduced |
| Ackerman Capital Advisors, LLC | 507 | $249.0K | 0.05% | 00.0% | Unchanged |
| Clifford Group, LLC | 507 | $249.0K | 0.17% | 00.0% | Unchanged |
| First American Trust, FSB | 507 | $248.9K | 0.02% | +507 | New |
| Wedge Capital Management L L P | 506 | $248.5K | 0.00% | −54−9.6% | Reduced |
| nVerses Capital, LLC | 506 | $248.5K | 0.38% | +506 | New |
| Ausdal Financial Partners, Inc. | 506 | $248.4K | 0.01% | −181−26.3% | Reduced |
| Focused Alpha, LLC | 505 | $248.2K | 0.06% | +505 | New |
| Hudson Capital Management LLC | 504 | $247.5K | 0.06% | +4+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 502 | $246.6K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 500 | $245.6K | 0.01% | −86−14.7% | Reduced |
| Upper Left Wealth Management, LLC | 500 | $245.6K | 0.14% | +500 | New |
| Quantum Financial Partners LLC | 500 | $245.6K | 0.13% | +500 | New |
| Klingman & Associates, LLC | 499 | $245.1K | 0.01% | +499 | New |
| Northwest Wealth Management, LLC | 499 | $245.1K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 511 | $245.0K | 0.06% | +1+0.2% | Added |
| Maripau Wealth Management LLC | 498 | $244.6K | 0.09% | −44−8.1% | Reduced |
| Asset One Wealth Management LLC | 507 | $243.5K | 0.03% | −103−16.9% | Reduced |
| South Street Advisors LLC | 495 | $243.1K | 0.03% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 495 | $243.1K | 0.06% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 494 | $242.6K | 0.03% | +494 | New |
| Pacifica Partners Inc. | 507 | $242.3K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 493 | $242.3K | 0.02% | −456−48.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 492 | $241.7K | 0.05% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 491 | $241.2K | 0.05% | +491 | New |
| Wealth Management Associates, Inc. | 486 | $238.7K | 0.07% | −299−38.1% | Reduced |
| Foster & Motley Inc | 484 | $238.0K | 0.01% | −101−17.3% | Reduced |
| Jacobsen Capital Management | 484 | $237.7K | 0.07% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 484 | $237.7K | 0.09% | 00.0% | Unchanged |
| Cadinha & Co LLC | 484 | $237.7K | 0.04% | +484 | New |
| Ibex Wealth Advisors | 483 | $237.1K | 0.02% | −10−2.0% | Reduced |
| Uniting Wealth Partners, LLC | 482 | $236.7K | 0.05% | −42−8.0% | Reduced |
| Sagewood Asset Management LP | 482 | $236.7K | 0.05% | +482 | New |
| Kovack Advisors, Inc. | 480 | $235.8K | 0.01% | +480 | New |
| Allen Capital Group, LLC | 480 | $235.8K | 0.02% | +480 | New |
| Drive Wealth Management, LLC | 479 | $235.7K | 0.04% | +479 | New |
| Steel Peak Wealth Management LLC | 476 | $233.6K | 0.01% | +476 | New |
| Succession Financial, Inc. | 474 | $233.0K | 0.23% | +474 | New |
| CRA Financial Services, LLC | 474 | $232.8K | 0.03% | +7+1.5% | Added |
| Synergy Financial Management, LLC | 474 | $232.8K | 0.02% | +474 | New |
| Paragon Private Wealth Management, LLC | 474 | $232.8K | 0.06% | +474 | New |
| Benchmark Financial Wealth Advisors, LLC | 471 | $231.1K | 0.06% | +471 | New |
| Heritage Wealth Management, Inc. | 470 | $230.8K | 0.06% | +470 | New |
| Permanent Capital Management, LP | 467 | $229.4K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 467 | $229.4K | 0.03% | −9−1.9% | Reduced |
| Baldwin Brothers Inc | 466 | $228.9K | 0.01% | +466 | New |
| Belpointe Asset Management LLC | 465 | $228.4K | 0.01% | +465 | New |
| Greenfield Savings Bank | 465 | $228.4K | 0.09% | +465 | New |
| Cathy Pareto & Associates, Inc | 465 | $228.3K | 0.13% | +465 | New |
| Marin Bay Wealth Advisors, LLC | 462 | $226.9K | 0.12% | −42−8.3% | Reduced |
| 1832 Asset Management L.P. | 461 | $226.4K | 0.00% | −1,327−74.2% | Reduced |
| Venturi Wealth Management, LLC | 458 | $225.0K | 0.01% | +458 | New |
| ELCO Management Co., LLC | 458 | $225.0K | 0.10% | −32−6.5% | Reduced |
| New World Advisors LLC | 455 | $223.5K | 0.04% | +455 | New |
| Northwest Quadrant Wealth Management, LLC | 454 | $223.2K | 0.04% | +454 | New |
| Charter Research & Investment Group, Inc. | 450 | $221.0K | 0.13% | +450 | New |
| Kestra Investment Management, LLC | 449 | $220.7K | 0.00% | +449 | New |