| Ellis Investment Partners, LLC | 706 | $280.7K | 0.04% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 703 | $279.2K | 0.14% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 702 | $278.8K | 0.09% | −51−6.8% | Reduced |
| Moody National Bank Trust Division | 698 | $277.2K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 698 | $277.1K | 0.01% | +698 | New |
| Knightsbridge Asset Management, LLC | 694 | $275.6K | 0.04% | +8+1.2% | Added |
| Balance Wealth, LLC | 692 | $274.8K | 0.07% | +692 | New |
| Concentrum Wealth Management | 687 | $272.9K | 0.07% | +10+1.5% | Added |
| Advisortrust Partners, LLC | 686 | $272.5K | 0.09% | −308−31.0% | Reduced |
| Busey Wealth Management | 686 | $272.5K | 0.01% | −6−0.9% | Reduced |
| Harvest Management LLC | 681 | $270.5K | 0.12% | 00.0% | Unchanged |
| MBL Wealth, LLC | 681 | $270.5K | 0.02% | +681 | New |
| VeraBank, N.A. | 680 | $270.1K | 0.04% | −50−6.8% | Reduced |
| Portside Wealth Group, LLC | 680 | $270.1K | 0.03% | −10−1.4% | Reduced |
| Silicon Valley Capital Partners | 678 | $269.2K | 0.02% | +6+0.9% | Added |
| Northwest Wealth Management, LLC | 676 | $268.5K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 675 | $268.1K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 674 | $267.7K | 0.04% | +674 | New |
| O'Keefe Stevens Advisory, Inc. | 673 | $267.3K | 0.05% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 672 | $266.9K | 0.17% | +36+5.7% | Added |
| Seelaus Asset Management LLC | 669 | $265.7K | 0.19% | −575−46.2% | Reduced |
| Titleist Asset Management, LLC | 667 | $264.7K | 0.02% | −493−42.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 665 | $264.1K | 0.07% | 00.0% | Unchanged |
| Elevation Wealth Management LLC | 665 | $264.1K | 0.20% | +13+2.0% | Added |
| Atlas Capital Advisors LLC | 663 | $263.3K | 0.03% | +500+306.7% | Added |
| West Paces Advisors Inc. | 662 | $262.9K | 0.04% | +6+0.9% | Added |
| Laurel Wealth Advisors LLC | 661 | $262.5K | 0.03% | −21−3.1% | Reduced |
| 1620 Investment Advisors, Inc. | 660 | $262.2K | 0.16% | −6−0.9% | Reduced |
| Sandy Cove Advisors, LLC | 660 | $262.2K | 0.07% | +660 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 660 | $262.1K | 0.00% | −5,440−89.2% | Reduced |
| BCS Wealth Management | 660 | $262.1K | 0.05% | +660 | New |
| Riversedge Advisors, LLC | 660 | $262.0K | 0.03% | +660 | New |
| SOA Wealth Advisors, LLC. | 658 | $261.3K | 0.04% | +2+0.3% | Added |
| Basecamp Wealth Advisors LLC | 657 | $260.9K | 0.05% | +17+2.7% | Added |
| MOKAN Wealth Management Inc. | 656 | $260.6K | 0.10% | +656 | New |
| Walker Asset Management, LLC | 654 | $259.8K | 0.13% | +2+0.3% | Added |
| City State Bank | 654 | $259.7K | 0.06% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 652 | $259.1K | 0.06% | +35+5.7% | Added |
| Guardian Wealth Advisors, LLC | 652 | $259.0K | 0.01% | −144−18.1% | Reduced |
| Coyle Financial Counsel LLC | 652 | $259.0K | 0.05% | +652 | New |
| LexAurum Advisors, LLC | 652 | $258.8K | 0.03% | −13−2.0% | Reduced |
| Eurizon SLJ Capital Ltd | 651 | $258.6K | 0.10% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 650 | $258.2K | 0.09% | +10+1.6% | Added |
| Tempo Wealth, LLC | 648 | $257.3K | 0.04% | +1+0.2% | Added |
| Palumbo Wealth Management LLC | 647 | $257.2K | 0.05% | −1−0.2% | Reduced |
| Good Harbor Advisors, Inc. | 647 | $257.0K | 0.25% | +14+2.2% | Added |
| Warren Street Wealth Advisors, LLC | 647 | $257.0K | 0.06% | +647 | New |
| Hilltop National Bank | 645 | $256.2K | 0.05% | −30−4.4% | Reduced |
| Mach-1 Financial Group, Inc. | 641 | $254.6K | 0.10% | −3,597−84.9% | Reduced |
| TigerOak Management, L.L.C. | 641 | $254.6K | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 640 | $254.2K | 0.02% | +640 | New |
| May Hill Capital, LLC | 637 | $253.0K | 0.05% | +637 | New |
| Credit Industriel Et Commercial | 635 | $252.2K | 0.03% | −2,378−78.9% | Reduced |
| Continuum Advisory, LLC | 635 | $252.0K | 0.02% | +635 | New |
| Accel Wealth Management | 634 | $251.7K | 0.06% | +1+0.2% | Added |
| Blue Edge Capital, LLC | 633 | $251.4K | 0.03% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 633 | $251.4K | 0.16% | +633 | New |
| Harbor Asset Planning, Inc. | 631 | $250.6K | 0.19% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 630 | $250.2K | 0.03% | +630 | New |
| Ponta Wealth Partners, LLC | 630 | $250.2K | 0.13% | +630 | New |
| Forza Wealth Management, LLC | 629 | $249.8K | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 629 | $249.8K | 0.00% | +629 | New |
| G2 Capital Management, LLC | 628 | $249.6K | 0.05% | +628 | New |
| Wexford Capital LP | 628 | $249.4K | 0.03% | +628 | New |
| NewSquare Capital LLC | 628 | $249.4K | 0.02% | +628 | New |
| Proathlete Wealth Management LLC | 627 | $249.1K | 0.06% | 00.0% | Unchanged |
| Michael Brady & Co., LLC | 625 | $248.2K | 0.22% | +625 | New |
| Corecam Pte. Ltd. | 624 | $247.9K | 0.09% | +624 | New |
| Crusonia Wealth Advisors LLC | 624 | $247.8K | 0.04% | +624 | New |
| Asset One Wealth Management LLC | 633 | $247.5K | 0.03% | +19+3.1% | Added |
| Green Harvest Asset Management LLC | 623 | $247.5K | 0.00% | +623 | New |
| Oregon Pacific Wealth Management, LLC | 623 | $247.4K | 0.23% | −16−2.5% | Reduced |
| D L Carlson Investment Group Inc | 622 | $247.0K | 0.04% | −258−29.3% | Reduced |
| Cove Private Wealth, LLC | 622 | $247.0K | 0.05% | +622 | New |
| Southland Equity Partners LLC | 619 | $245.7K | 0.04% | +619 | New |
| Woodmont Investment Counsel LLC | 617 | $245.1K | 0.01% | +617 | New |
| Falcon Wealth Planning | 616 | $244.7K | 0.02% | +616 | New |
| Retirement Planning Group | 616 | $244.6K | 0.01% | +616 | New |
| CAP Partners, LLC | 615 | $244.3K | 0.12% | +615 | New |
| Kelly Financial Services LLC | 614 | $243.8K | 0.05% | +614 | New |
| 1015 Capital Partners, LLC | 613 | $243.5K | 0.20% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 612 | $243.1K | 0.01% | +612 | New |
| Summit Financial Wealth Advisors, LLC | 612 | $243.1K | 0.03% | +612 | New |
| Private Client Services, LLC | 612 | $243.0K | 0.06% | +612 | New |
| Parisi Gray Wealth Management | 610 | $242.5K | 0.05% | +610 | New |
| Old North State Trust, LLC | 607 | $241.0K | 0.12% | +607 | New |
| Vicus Capital | 607 | $241.0K | 0.02% | +607 | New |
| Rainier Family Wealth Inc | 607 | $240.9K | 0.14% | +607 | New |
| MTM Investment Management, LLC | 606 | $240.8K | 0.07% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 606 | $240.7K | 0.01% | +606 | New |
| Calton & Associates, Inc. | 606 | $240.7K | 0.04% | +606 | New |
| Brand Asset Management Group, Inc. | 606 | $240.6K | 0.05% | −129−17.6% | Reduced |
| SeaBridge Investment Advisors LLC | 605 | $240.3K | 0.03% | +605 | New |
| Chemistry Wealth Management LLC | 603 | $239.5K | 0.04% | +603 | New |
| Renasant Bank | 602 | $239.1K | 0.15% | +602 | New |
| Fortis Advisors, LLC | 600 | $238.3K | 0.11% | +600 | New |
| O'Brien Greene & Co. Inc | 600 | $238.3K | 0.07% | +600 | New |
| GoalFusion Wealth Management, LLC | 600 | $238.3K | 0.10% | +600 | New |
| Prakash Investment Advisors LLC | 600 | $238.3K | 0.15% | +600 | New |
| Howard Financial Services, Ltd. | 599 | $238.0K | 0.02% | +599 | New |
