| Auour Investments LLC | 906 | $228.0K | 0.07% | +906 | New |
| Shayne & Co., LLC | 907 | $228.2K | 0.07% | +907 | New |
| Jag Capital Management, LLC | 907 | $228.3K | 0.02% | +907 | New |
| Kerr Financial Planning Corp | 908 | $228.3K | 0.26% | +2+0.2% | Added |
| Fermata Advisors, LLC | 909 | $228.6K | 0.05% | +909 | New |
| Buffalo Business & Estate Services Ltd | – | $228.8K | 0.03% | – | New |
| Mallini Complete Financial Planning LLC | – | $229.2K | 0.16% | – | New |
| Financial Enhancement Group LLC | 911 | $229.2K | 0.03% | +911 | New |
| Livet Wealth, LLC | 911 | $229.2K | 0.13% | +911 | New |
| Holos Integrated Wealth LLC | 904 | $230.2K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 915 | $230.3K | 0.02% | +915 | New |
| Gibson Capital, LLC | 917 | $230.8K | 0.04% | +917 | New |
| Virginia Wealth Management Group, Inc. | 920 | $231.5K | 0.12% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 925 | $232.8K | 0.07% | +925 | New |
| Oak Ridge Investments LLC | 926 | $233.0K | 0.01% | −230−19.9% | Reduced |
| TSA Wealth Managment LLC | 926 | $233.0K | 0.07% | +926 | New |
| Clarity Wealth Development LLC | 926 | $233.0K | 0.13% | +926 | New |
| Idaho Trust Bank | 927 | $233.3K | 0.07% | +927 | New |
| CJM Wealth Advisers, Ltd. | 930 | $234.0K | 0.06% | +930 | New |
| Wrenne Financial Planning LLC | 930 | $234.1K | 0.08% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 931 | $234.3K | 0.05% | −14−1.5% | Reduced |
| Heritage Wealth Management, Inc. | 931 | $234.3K | 0.12% | +931 | New |
| Astra Wealth Partners LLC | 932 | $234.5K | 0.13% | +932 | New |
| Investment Research & Advisory Group, Inc. | 896 | $234.7K | 0.07% | +5+0.6% | Added |
| Portfolio Strategies, Inc. | 934 | $235.0K | 0.02% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 935 | $235.3K | 0.06% | −300−24.3% | Reduced |
| Pacific Center for Financial Services | 935 | $235.3K | 0.05% | −89−8.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 937 | $235.8K | 0.05% | 00.0% | Unchanged |
| Schubert & Co | 938 | $236.0K | 0.16% | −22−2.3% | Reduced |
| PMG Family Office LLC | 938 | $236.0K | 0.22% | +938 | New |
| Advantage Trust Co | 939 | $236.3K | 0.08% | +125+15.4% | Added |
| Fiduciary Planning LLC | 939 | $236.4K | 0.06% | +3+0.3% | Added |
| Magnolia Private Wealth, LLC | 940 | $236.5K | 0.13% | +940 | New |
| Flatrock Wealth Partners LLC | 942 | $237.1K | 0.09% | +942 | New |
| Cadence Wealth Management LLC | 943 | $237.2K | 0.11% | +943 | New |
| Mma Asset Management LLC | 944 | $237.5K | 0.08% | −42−4.3% | Reduced |
| Theory Financial LLC | 944 | $237.5K | 0.07% | 00.0% | Unchanged |
| Sensible Money, LLC | 945 | $237.7K | 0.06% | +5+0.5% | Added |
| Wealthedge Investment Advisors, LLC | 944 | $237.8K | 0.08% | +7+0.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 945 | $237.8K | 0.07% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 945 | $237.8K | 0.21% | −383−28.8% | Reduced |
| First Financial Group Corp | 946 | $238.3K | 0.17% | −96−9.2% | Reduced |
| Veratis Advisors, Inc. | 947 | $238.4K | 0.17% | +947 | New |
| Arrowroot Family Office, LLC | 949 | $238.8K | 0.07% | −110−10.4% | Reduced |
| Kraft, Davis & Associates, LLC | 944 | $239.4K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 954 | $239.9K | 0.02% | +954 | New |
| High Probability Advisors, LLC | 954 | $240.1K | 0.03% | −35−3.5% | Reduced |
| True Link Financial Advisors, LLC | 954 | $240.1K | 0.01% | 00.0% | Unchanged |
| Guardian Capital, LLC | 955 | $240.4K | 0.20% | +5+0.5% | Added |
| Stirlingshire Investments, Inc. | 956 | $240.5K | 0.18% | +6+0.6% | Added |
| Wetzel Investment Advisors, Inc. | 958 | $241.1K | 0.08% | −30−3.0% | Reduced |
| Yoder Wealth Management, Inc. | 960 | $241.6K | 0.09% | +18+1.9% | Added |
| Synergy Investment Management, LLC | 949 | $241.9K | 0.06% | +190+25.0% | Added |
| Old North State Wealth Management, LLC | 958 | $241.9K | 0.10% | +958 | New |
| Maryland Capital Advisors Inc. | 963 | $242.3K | 0.08% | +963 | New |
| Alpha Financial Advisors, LLC | 963 | $242.4K | 0.07% | −22−2.2% | Reduced |
| Proffitt & Goodson Inc | 966 | $243.1K | 0.03% | +48+5.2% | Added |
| Petra Financial Advisors Inc | 967 | $243.2K | 0.11% | +967 | New |
| Martel Wealth Advisors Inc | 967 | $243.3K | 0.04% | −125−11.4% | Reduced |
| Quaker Wealth Management, LLC | 969 | $243.9K | 0.07% | +12+1.3% | Added |
| William Mack & Associates, Inc. | 970 | $244.0K | 0.09% | +970 | New |
| Presidio Capital Management, LLC | 970 | $244.1K | 0.06% | −60−5.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 971 | $244.3K | 0.02% | −3−0.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 971 | $244.3K | 0.11% | +971 | New |
| Financial Futures Ltd Liability Co. | 971 | $244.4K | 0.09% | 00.0% | Unchanged |
| Firestone Capital Management | 973 | $244.8K | 0.05% | −2,996−75.5% | Reduced |
| Cairn Investment Group, Inc. | 973 | $245.0K | 0.11% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 974 | $245.1K | 0.15% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 979 | $246.3K | 0.06% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 980 | $246.6K | 0.18% | +58+6.3% | Added |
| Peak Financial Management, Inc. | 981 | $246.9K | 0.06% | +50+5.4% | Added |
| Morling Financial Advisors, LLC | 984 | $247.6K | 0.07% | +4+0.4% | Added |
| Proathlete Wealth Management LLC | 984 | $247.7K | 0.06% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 985 | $247.8K | 0.07% | +6+0.6% | Added |
| Jacobs Equity LLC | 986 | $248.0K | 0.17% | +986 | New |
| Charter Capital Management, LLC | 986 | $248.0K | 0.11% | +1+0.1% | Added |
| Fairman Group, LLC | 986 | $248.2K | 0.19% | +925+1,516.4% | Added |
| RMG Wealth Management LLC | 1,001 | $248.9K | 0.03% | +83+9.0% | Added |
| Gray Private Wealth, LLC | 991 | $249.4K | 0.11% | +991 | New |
| Alpha Zero LLC | 982 | $249.8K | 0.09% | +982 | New |
| Wealth Watch Advisors, INC | 993 | $249.9K | 0.08% | +993 | New |
| WBI Investments | 993 | $249.9K | 0.06% | +993 | New |
| Box Hill Private Wealth LLC | 993 | $249.9K | 0.20% | +16+1.6% | Added |
| Fiduciary Financial Group, LLC | 995 | $250.3K | 0.03% | −12−1.2% | Reduced |
| Premier Financial Group | 995 | $250.4K | 0.05% | +995 | New |
| Copper Harbor Investment Advisors, LLC | 996 | $250.6K | 0.05% | +996 | New |
| Shepherd Street Advisors LLC | 1,027 | $250.7K | 0.22% | −25−2.4% | Reduced |
| Mathes Company, Inc. | 1,000 | $251.0K | 0.08% | 00.0% | Unchanged |
| Artesa Financial Group, LLC | 1,000 | $251.6K | 0.21% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,000 | $251.6K | 0.05% | +1,000 | New |
| Boreal Capital Management LLC | 1,001 | $251.9K | 0.19% | −969−49.2% | Reduced |
| Planning Strategies Inc. | 1,001 | $251.9K | 0.16% | +1,001 | New |
| Cornerstone Wealth, LLC | 1,037 | $253.2K | 0.13% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 1,012 | $254.7K | 0.03% | +1,012 | New |
| Legacy Wealth Management, LLC | 1,014 | $255.1K | 0.07% | +80+8.6% | Added |
| Prairie Advisory, LLC | 1,017 | $255.9K | 0.06% | +1,017 | New |
| Atlas Wealth Partners, LLC | 1,018 | $256.2K | 0.28% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,018 | $256.2K | 0.29% | 00.0% | Unchanged |
| Old Peak Finance LLC | 1,018 | $256.2K | 0.12% | +1,018 | New |
| Tower Trust & Investment Co | 1,020 | $256.7K | 0.16% | 00.0% | Unchanged |
