| United Community Bank | 193 | $145.4K | 0.05% | +5+2.7% | Added |
| Central Pacific Bank - Trust Division | 196 | $147.7K | 0.02% | −29−12.9% | Reduced |
| Acadian Asset Management LLC | 205 | $154.0K | 0.00% | +205 | New |
| Sentry Investment Management LLC | 196 | $155.0K | 0.09% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 206 | $155.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 207 | $156.0K | 0.09% | +8+4.0% | Added |
| Crews Bank & Trust | 216 | $162.7K | 0.03% | 00.0% | Unchanged |
| Groupe la Francaise | 223 | $167.3K | 0.00% | +5+2.3% | Added |
| Optimum Investment Advisors | 225 | $169.5K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 240 | $180.8K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 246 | $185.3K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $188.3K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 252 | $189.9K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 257 | $193.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 263 | $198.1K | 0.01% | +251+2,091.7% | Added |
| Massmutual Trust Co FSB | 264 | $198.9K | 0.01% | +13+5.2% | Added |
| Park Capital Management, LLC | 267 | $200.9K | 0.19% | +267 | New |
| Legacy Financial Group, Inc. | 268 | $201.9K | 0.06% | +268 | New |
| Ironwood Investment Counsel, LLC | 268 | $202.4K | 0.03% | +268 | New |
| Perpetual Ltd | 269 | $202.7K | 0.00% | −116−30.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 270 | $203.0K | 0.08% | +270 | New |
| Strategic Blueprint, LLC | 270 | $203.4K | 0.01% | +270 | New |
| Capital Asset Advisory Services LLC | 264 | $204.6K | 0.01% | +264 | New |
| Chicago Capital, LLC | 272 | $204.9K | 0.01% | +272 | New |
| Mogy Joel R Investment Counsel Inc | 272 | $205.3K | 0.01% | +272 | New |
| Meiji Yasuda Asset Management Co Ltd. | 274 | $206.4K | 0.01% | −744−73.1% | Reduced |
| Zacks Investment Management | 274 | $206.7K | 0.00% | +274 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 275 | $207.2K | 0.02% | +275 | New |
| Werba Rubin Papier Wealth Management | 275 | $207.2K | 0.04% | +275 | New |
| BlueStem Wealth Partners, LLC | 277 | $208.3K | 0.03% | +277 | New |
| Mutual Advisors, LLC | 235 | $209.1K | 0.01% | −272−53.6% | Reduced |
| GeoWealth Management, LLC | 280 | $211.0K | 0.01% | −92−24.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 280 | $211.0K | 0.02% | +280 | New |
| Versant Capital Management, Inc | 282 | $212.5K | 0.03% | +122+76.3% | Added |
| Courier Capital LLC | 282 | $212.5K | 0.01% | +282 | New |
| Zions Bancorporation, National Association | 284 | $214.0K | 0.01% | +6+2.2% | Added |
| Gladstone Institutional Advisory LLC | 290 | $218.5K | 0.01% | −126−30.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 290 | $218.5K | 0.11% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 290 | $218.5K | 0.02% | +290 | New |
| Buckhead Capital Management LLC | 290 | $218.5K | 0.08% | +290 | New |
| L2 Asset Management, LLC | 290 | $218.5K | 0.04% | +290 | New |
| Ocean Capital Management, LLC | 292 | $220.3K | 0.05% | +292 | New |
| Ascent Group, LLC | 294 | $221.5K | 0.01% | +294 | New |
| Lake Street Financial LLC | 295 | $222.3K | 0.03% | +295 | New |
| Drive Wealth Management, LLC | 299 | $225.0K | 0.05% | +299 | New |
| Apella Capital, LLC | 287 | $225.0K | 0.01% | +287 | New |
| First Dallas Securities Inc. | 300 | $226.0K | 0.09% | −20−6.3% | Reduced |
| MorganRosel Wealth Management, LLC | 300 | $226.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 300 | $226.0K | 0.00% | +11+3.8% | Added |
| CoreCap Advisors, LLC | 300 | $226.0K | 0.01% | +282+1,566.7% | Added |
| Aureus Asset Management, LLC | 300 | $226.0K | 0.01% | +300 | New |
| Capstone Financial Advisors, Inc. | – | $226.0K | 0.01% | – | New |
| Capital Analysts, LLC | 304 | $229.0K | 0.01% | −4−1.3% | Reduced |
| SBI Securities Co., Ltd. | 304 | $229.0K | 0.01% | −5−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 305 | $229.8K | 0.02% | +305 | New |
| Sunflower Bank, N.A. | 305 | $229.8K | 0.06% | +305 | New |
| Belpointe Asset Management LLC | 307 | $231.3K | 0.01% | +307 | New |
| Legacy Financial Advisors, Inc. | 307 | $231.3K | 0.04% | +307 | New |
| Quent Capital, LLC | 308 | $231.9K | 0.02% | −2−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 308 | $232.0K | 0.01% | −76−19.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 308 | $232.0K | 0.16% | +308 | New |
| Old Port Advisors | 308 | $232.1K | 0.06% | +308 | New |
| FSM Wealth Advisors, LLC | 296 | $232.3K | 0.04% | +296 | New |
| Advisory Alpha, LLC | 309 | $232.8K | 0.01% | +309 | New |
| Mayflower Financial Advisors, LLC | 310 | $233.6K | 0.03% | −15−4.6% | Reduced |
| Human Investing LLC | 311 | $234.3K | 0.04% | +311 | New |
| Colonial Trust Co | 314 | $236.4K | 0.03% | +14+4.7% | Added |
| Gsa Capital Partners LLP | 314 | $237.0K | 0.02% | −310−49.7% | Reduced |
| BlueChip Wealth Advisors LLC | 318 | $239.6K | 0.11% | −20−5.9% | Reduced |
| Exencial Wealth Advisors, LLC | 318 | $239.9K | 0.01% | +318 | New |
| Symphony Financial, Ltd. Co. | 3,269 | $240.0K | 0.03% | +3,269 | New |
| Allen Capital Group, LLC | 319 | $240.3K | 0.03% | +319 | New |
| Stephens Inc | 321 | $241.8K | 0.00% | +321 | New |
| Adamsbrown Wealth Consultants LLC | 322 | $242.3K | 0.07% | +322 | New |
| Savvy Advisors, Inc. | 324 | $244.1K | 0.02% | +324 | New |
| Perennial Investment Advisors, LLC | 324 | $244.1K | 0.02% | +324 | New |
| Kera Capital Partners, Inc. | 324 | $244.1K | 0.05% | −23−6.6% | Reduced |
| Cascades Capital Asset Management, LLC | 325 | $244.9K | 0.13% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 326 | $245.6K | 0.04% | −3−0.9% | Reduced |
| NCM Capital Management, LLC | 329 | $247.9K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 329 | $248.1K | 0.01% | −5−1.5% | Reduced |
| Marion Wealth Management | 331 | $249.4K | 0.06% | +11+3.4% | Added |
| Promethium Advisors,llc | 332 | $250.1K | 0.15% | −48−12.6% | Reduced |
| Perfromance Wealth Partners, LLC | 332 | $250.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 334 | $252.0K | 0.05% | +8+2.5% | Added |
| BCS Private Wealth Management, Inc. | 334 | $252.0K | 0.09% | +334 | New |
| CWA Asset Management Group, LLC | 335 | $252.4K | 0.01% | +335 | New |
| Northstar Financial Companies, Inc. | 336 | $252.8K | 0.26% | −32−8.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 337 | $253.9K | 0.00% | −229−40.5% | Reduced |
| Alta Advisers Ltd | 338 | $254.6K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 341 | $257.0K | 0.00% | −19−5.3% | Reduced |
| Cidel Asset Management Inc | 342 | $257.7K | 0.02% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 343 | $258.6K | 0.09% | −12−3.4% | Reduced |
| Whalen Wealth Management Inc. | 344 | $259.2K | 0.16% | +344 | New |
| Campion Asset Management LLC | 345 | $259.9K | 0.20% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 346 | $260.7K | 0.06% | +346 | New |
| Center For Asset Management LLC | 371 | $261.9K | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 348 | $262.2K | 0.00% | +38+12.3% | Added |
| Optimize Financial Inc | 349 | $262.9K | 0.16% | −2−0.6% | Reduced |
| Avalon Trust Co | 349 | $262.9K | 0.02% | 00.0% | Unchanged |
