| Exchange Bank | 482 | $200.3K | 0.12% | +482 | New |
| Cedarwood Wealth LLC | 482 | $200.4K | 0.15% | +482 | New |
| Traphagen Investment Advisors LLC | 483 | $200.6K | 0.01% | +483 | New |
| Basepoint Wealth LLC | 483 | $200.7K | 0.11% | −14−2.8% | Reduced |
| StoryOne LLC | 484 | $201.2K | 0.10% | +484 | New |
| MinichMacGregor Wealth Management, LLC | 485 | $201.6K | 0.03% | +485 | New |
| Yoder Wealth Management, Inc. | 485 | $201.6K | 0.08% | +485 | New |
| Steinberganna Wealth Management | 486 | $202.0K | 0.08% | +486 | New |
| Opinicus Capital, Inc. | 489 | $203.2K | 0.11% | +489 | New |
| Security Financial Services, INC. | 489 | $203.2K | 0.03% | +489 | New |
| Allium Financial Advisors, LLC | 489 | $203.2K | 0.13% | +489 | New |
| Laffer Tengler Investments | 490 | $203.7K | 0.03% | +490 | New |
| Empire Financial Management Company, LLC | 490 | $203.9K | 0.08% | +490 | New |
| Beck Mack & Oliver LLC | 493 | $204.9K | 0.00% | +493 | New |
| Garrett Wealth Advisory Group, LLC | 493 | $204.9K | 0.03% | +493 | New |
| Chatterton & Associates Inc. | 475 | $205.0K | 0.12% | +475 | New |
| Crestmont Private Wealth LLC | 494 | $205.3K | 0.06% | +494 | New |
| Talisman Wealth Advisors LLC | 494 | $205.4K | 0.16% | +494 | New |
| Powers Advisory Group, LLC | 494 | $205.5K | 0.06% | +494 | New |
| Parthenon LLC | 495 | $205.7K | 0.02% | +495 | New |
| Cambridge Financial Group, LLC | 496 | $206.0K | 0.06% | +496 | New |
| Entelevest, LLC | 496 | $206.2K | 0.18% | +496 | New |
| Old Port Advisors | 497 | $206.6K | 0.04% | +497 | New |
| Houlihan Financial Resource Group, Ltd. | 497 | $206.6K | 0.07% | +497 | New |
| Select Asset Management & Trust | 498 | $207.0K | 0.06% | +498 | New |
| Investment Advisory Group, LLC | 498 | $207.2K | 0.04% | +498 | New |
| Brave Warrior Advisors, LLC | 499 | $207.4K | 0.00% | +499 | New |
| University of Chicago | 500 | $207.8K | 0.05% | +500 | New |
| Leisure Capital Management | 500 | $207.8K | 0.06% | +500 | New |
| TenCore Partners, LP | 500 | $207.8K | 0.16% | +500 | New |
| Laidlaw Wealth Management LLC | 500 | $207.8K | 0.59% | +500 | New |
| Samjo Management, LLC | 500 | $207.8K | 0.07% | +500 | New |
| Broadway Wealth Solutions, Inc. | 500 | $207.8K | 0.10% | +500 | New |
| Steelhead Wealth Management LLC | 502 | $208.0K | 0.08% | +502 | New |
| Investment Partners, Ltd. | 503 | $209.0K | 0.07% | +503 | New |
| Gray Private Wealth, LLC | 503 | $209.1K | 0.09% | +503 | New |
| Osbon Capital Management LLC | 504 | $209.5K | 0.16% | 00.0% | Unchanged |
| Advisory Resource Group | 504 | $209.5K | 0.03% | +504 | New |
| Seed Wealth Management, Inc. | 504 | $209.5K | 0.13% | +504 | New |
| Montis Financial, LLC | 504 | $209.6K | 0.04% | +504 | New |
| Barings LLC | 505 | $209.9K | 0.00% | +505 | New |
| Taylor Financial Group, Inc. | 505 | $209.9K | 0.12% | +505 | New |
| Verus Financial Partners, Inc. | 505 | $210.1K | 0.02% | +505 | New |
| Holistic Planning, LLC | 506 | $210.3K | 0.03% | +506 | New |
| Sterling Group Wealth Management, LLC | 506 | $210.3K | 0.09% | +506 | New |
| Genesis Private Wealth, LLC | 506 | $210.4K | 0.06% | +506 | New |
| BBR Partners, LLC | 507 | $210.7K | 0.01% | +507 | New |
| Fort Sheridan Advisors LLC | 507 | $210.7K | 0.02% | +507 | New |
| AAFCPAs Wealth Management, LLC | 507 | $210.7K | 0.08% | +507 | New |
| Pavion Blue Capital, LLC | 508 | $211.1K | 0.08% | +508 | New |
| Financial Gravity Companies, Inc. | 509 | $211.6K | 0.03% | +509 | New |
| LVZ Advisors, Inc. | 510 | $211.9K | 0.02% | +510 | New |
| Old Point Trust & Financial Services N A | 510 | $212.0K | 0.06% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 510 | $212.0K | 0.03% | +510 | New |
| Cherry Tree Wealth Management, LLC | 512 | $212.6K | 0.04% | −229−30.9% | Reduced |
| Prosperity Bancshares Inc | 512 | $212.8K | 0.14% | +35+7.3% | Added |
| First Citizens Financial Corp | 513 | $213.2K | 0.09% | +513 | New |
| Private Management Group Inc | 514 | $213.6K | 0.01% | +514 | New |
| Centennial Bank | 514 | $213.6K | 0.07% | 00.0% | Unchanged |
| Stillwater Private Wealth, LLC | 529 | $214.0K | 0.14% | +529 | New |
| Alesco Advisors LLC | 515 | $214.0K | 0.00% | −1,953−79.1% | Reduced |
| One Wealth Capital Management, LLC | 516 | $214.5K | 0.06% | +516 | New |
| Hilton Head Capital Partners, LLC | 517 | $214.8K | 0.11% | +216+71.8% | Added |
| Acorn Creek Capital LLC | 517 | $214.9K | 0.07% | +517 | New |
| Phillips Financial Management, LLC | 518 | $215.3K | 0.02% | +518 | New |
| Next Capital Management LLC | 519 | $215.7K | 0.06% | +519 | New |
| REAP Financial Group, LLC | 519 | $215.7K | 0.04% | +14+2.8% | Added |
| 4J Wealth Management LLC | 519 | $215.8K | 0.11% | +519 | New |
| Bayesian Capital Management, LP | 520 | $216.1K | 0.14% | +520 | New |
| Navellier & Associates Inc | 520 | $216.2K | 0.02% | −1,873−78.3% | Reduced |
| Peddock Capital Advisors, LLC | 521 | $216.5K | 0.04% | +521 | New |
| Global Strategic Investment Solutions, LLC | 522 | $216.8K | 0.02% | +522 | New |
| AJ Advisors, LLC | 522 | $216.8K | 0.07% | +522 | New |
| Fedenia Advisers LLC | 522 | $217.0K | 0.05% | +522 | New |
| Quantum Financial Partners LLC | 522 | $217.0K | 0.11% | +522 | New |
| Investment Advisory Services Group LLC | 523 | $217.2K | 0.16% | +523 | New |
| Bluedoor Private Wealth, LLC | 523 | $217.4K | 0.09% | +523 | New |
| SJS Investment Consulting Inc. | 524 | $217.7K | 0.02% | +243+86.5% | Added |
| Notis-McConarty Edward | 525 | $218.2K | 0.09% | −2,628−83.3% | Reduced |
| Horizon Investment Services, LLC | 525 | $218.2K | 0.06% | +525 | New |
| Climber Capital SA | 527 | $218.6K | 0.13% | +527 | New |
| Legacy Financial Group, Inc. | 526 | $218.6K | 0.05% | +526 | New |
| Heritage Wealth Management, Inc. | 526 | $218.6K | 0.11% | +526 | New |
| Dominguez Wealth Management Solutions, Inc. | 528 | $219.5K | 0.12% | +528 | New |
| Eagle Bay Advisors LLC | 528 | $219.6K | 0.16% | +528 | New |
| Optivise Advisory Services LLC | 529 | $220.0K | 0.11% | +529 | New |
| Wharton Business Group, LLC | 530 | $220.2K | 0.01% | +530 | New |
| Fortune Financial Advisors, LLC | 530 | $220.3K | 0.09% | +530 | New |
| Price Financial Group Wealth Management, Inc | 517 | $220.4K | 3.66% | +3+0.6% | Added |
| Lakeshore Financial Planning, Inc. | 530 | $220.7K | 0.07% | +530 | New |
| Inlight Wealth Management, LLC | 531 | $220.9K | 0.07% | +531 | New |
| Occidental Asset Management, LLC | 532 | $221.0K | 0.02% | +532 | New |
| TCI Wealth Advisors, Inc. | 532 | $221.1K | 0.01% | +532 | New |
| Flaharty Asset Management, LLC | 520 | $221.2K | 0.32% | −1,818−77.8% | Reduced |
| Curran Financial Partners, LLC | 533 | $221.6K | 0.03% | +533 | New |
| Tactive Advisors, LLC | 535 | $222.4K | 0.05% | +535 | New |
| Wealth Watch Advisors, INC | 535 | $222.4K | 0.07% | +535 | New |
| Wealthedge Investment Advisors, LLC | 535 | $222.5K | 0.08% | −8,085−93.8% | Reduced |
| Global Trust Asset Management, LLC | 536 | $222.8K | 0.07% | −22−3.9% | Reduced |
| DRW Securities, LLC | 537 | $223.2K | 0.01% | −1,990−78.7% | Reduced |
