| Act Wealth Management, LLC | 1,060 | $237.4K | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,060 | $237.4K | 0.04% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,058 | $236.9K | 0.10% | 00.0% | Unchanged |
| Wynn Capital, LLC | 1,057 | $236.7K | 0.11% | +1,057 | New |
| Plante Moran Financial Advisors, LLC | 1,056 | $236.6K | 0.01% | +18+1.7% | Added |
| Capital Performance Advisors LLP | 1,056 | $236.5K | 0.02% | −777−42.4% | Reduced |
| Laraway Financial Inc | 1,055 | $236.3K | 0.14% | +100+10.5% | Added |
| Carson Advisory Inc. | 1,054 | $236.1K | 0.11% | +2+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,051 | $235.4K | 0.06% | −14−1.3% | Reduced |
| May Hill Capital, LLC | 1,051 | $235.4K | 0.05% | +1,051 | New |
| First Financial Bankshares Inc | 1,050 | $235.1K | 0.00% | −145−12.1% | Reduced |
| Aspire Private Capital, LLC | 1,050 | $235.1K | 0.05% | +1,050 | New |
| Centennial Wealth Advisory LLC | 1,049 | $235.0K | 0.05% | +1,049 | New |
| Websterrogers Financial Advisors, LLC | 1,048 | $234.9K | 0.06% | −8−0.8% | Reduced |
| Integrity Advisory Solutions, LLC | 1,044 | $234.0K | 0.02% | +1,044 | New |
| Parkwoods Wealth Partners, LLC | 1,042 | $233.4K | 0.04% | +23+2.3% | Added |
| Oxford Financial Group Ltd | 1,039 | $232.7K | 0.01% | −78−7.0% | Reduced |
| Asio Capital, LLC | 1,031 | $232.6K | 0.03% | 00.0% | Unchanged |
| Stillwater Private Wealth, LLC | 865 | $232.0K | 0.15% | +865 | New |
| BlueStem Wealth Partners, LLC | 1,033 | $231.3K | 0.02% | +1,033 | New |
| RMR Wealth Builders | 1,023 | $231.1K | 0.01% | +1,023 | New |
| Phillips Financial Management, LLC | 1,031 | $231.0K | 0.02% | −94−8.4% | Reduced |
| Wedge Capital Management L L P | 1,030 | $230.7K | 0.00% | −28−2.6% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,025 | $229.5K | 0.20% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,015 | $229.3K | 0.01% | +9+0.9% | Added |
| Innovative Asset Advisors Group, LLC | 1,014 | $229.0K | 0.10% | −53−5.0% | Reduced |
| Clarity Financial LLC | 1,023 | $229.0K | 0.02% | +2+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,014 | $228.9K | 0.02% | −4,045−80.0% | Reduced |
| McLean Asset Management Corp | 859 | $228.9K | 0.03% | +859 | New |
| Investment Research Partners LLC | 1,018 | $228.0K | 0.08% | +1,018 | New |
| Elevatus Welath Management | 1,016 | $227.6K | 0.06% | +1,016 | New |
| Green Ridge Wealth Planning LLC | 1,014 | $227.1K | 0.10% | −71−6.5% | Reduced |
| Stembrook Asset Management, LLC | 1,013 | $226.9K | 0.20% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,011 | $226.4K | 0.08% | +11+1.1% | Added |
| Prosperitas Financial LLC | 1,008 | $225.8K | 0.07% | +1,008 | New |
| Putney Financial Group LLC | 1,005 | $225.1K | 0.20% | −255−20.2% | Reduced |
| Tacita Capital Inc | 1,000 | $223.9K | 0.12% | −200−16.7% | Reduced |
| American Money Management, LLC | 1,000 | $223.9K | 0.03% | −53−5.0% | Reduced |
| Reliant Investment Management, LLC | 1,000 | $223.9K | 0.08% | −9−0.9% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $223.9K | 0.03% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,000 | $223.9K | 0.07% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,000 | $223.9K | 0.01% | +1,000 | New |
| New Republic Capital, LLC | 991 | $223.6K | 0.05% | −269−21.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 997 | $223.3K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 996 | $223.1K | 0.03% | −189−15.9% | Reduced |
| FNY Investment Advisers, LLC | 1,000 | $223.0K | 0.08% | −500−33.3% | Reduced |
| First National Bank | 995 | $222.8K | 0.09% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 994 | $222.6K | 0.05% | +994 | New |
| NWF Advisory Services Inc. | 992 | $222.2K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 989 | $221.5K | 0.05% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 988 | $221.3K | 0.05% | −27−2.7% | Reduced |
| CNB Bank | 988 | $221.3K | 0.09% | −12−1.2% | Reduced |
| North Forty Two & Co. | 987 | $221.0K | 0.19% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 986 | $220.8K | 0.03% | −11−1.1% | Reduced |
| Trillium Asset Management, LLC | 986 | $220.8K | 0.01% | −63−6.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,278 | $220.2K | 0.07% | +1,278 | New |
| Bernardo Wealth Planning LLC | 979 | $219.3K | 0.04% | +979 | New |
| Flatrock Wealth Partners LLC | 968 | $218.3K | 0.09% | +968 | New |
| Consilio Wealth Advisors, LLC | 972 | $217.7K | 0.05% | +972 | New |
| Continuum Advisory, LLC | 970 | $217.3K | 0.02% | −562−36.7% | Reduced |
| Intelligence Driven Advisers, LLC | 964 | $215.9K | 0.04% | +964 | New |
| Bard Associates Inc | 952 | $214.8K | 0.05% | +50+5.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 958 | $214.5K | 0.01% | +958 | New |
| Axxion S.A. | 957 | $214.3K | 0.02% | +957 | New |
| 55 North Private Wealth, LLC | 956 | $214.1K | 0.04% | +956 | New |
| First United Bank Trust | 950 | $212.8K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 949 | $212.5K | 0.01% | +949 | New |
| Balboa Wealth Partners | 949 | $212.4K | 0.03% | +949 | New |
| Optiver Holding B.V. | 947 | $212.1K | 0.00% | +813+606.7% | Added |
| Wedgewood Investors Inc | 943 | $211.2K | 0.22% | −50−5.0% | Reduced |
| Commonwealth Financial Services, LLC | 941 | $210.8K | 0.03% | −265−22.0% | Reduced |
| Seizert Capital Partners, LLC | 941 | $210.7K | 0.01% | +941 | New |
| Krilogy Financial LLC | 941 | $210.7K | 0.01% | +941 | New |
| Ponta Wealth Partners, LLC | 938 | $210.1K | 0.11% | +938 | New |
| ARS Wealth Advisors Group, LLC | 937 | $209.8K | 0.02% | +937 | New |
| Central Valley Advisors, LLC | 936 | $209.6K | 0.05% | +936 | New |
| Waddell & Associates, LLC | 933 | $208.9K | 0.01% | +933 | New |
| Tanager Wealth Management LLP | 933 | $208.9K | 0.02% | +933 | New |
| Tennessee Valley Asset Management Partners | 933 | $208.9K | 0.02% | +933 | New |
| Shufro Rose & Co LLC | 931 | $208.5K | 0.01% | +931 | New |
| Cardiff Park Advisors, LLC | 929 | $208.1K | 0.02% | +929 | New |
| Signal Tree Financial Partners LLC | 927 | $207.6K | 0.14% | +927 | New |
| Clarendon Private LLC | 923 | $206.7K | 0.13% | −105−10.2% | Reduced |
| Whitener Capital Management, Inc. | 923 | $206.7K | 0.04% | +923 | New |
| Independent Wealth Network Inc. | 923 | $206.7K | 0.05% | +923 | New |
| Sterling Investment Counsel, LLC | 923 | $206.6K | 0.05% | +923 | New |
| Papamarkou Wellner Asset Management inc. | 1,015 | $206.2K | 0.13% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 918 | $205.6K | 0.03% | +918 | New |
| Noesis Capital Mangement Corp | 916 | $205.1K | 0.02% | −477−34.2% | Reduced |
| Pacific Center for Financial Services | 915 | $204.9K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 915 | $204.9K | 0.02% | −396−30.2% | Reduced |
| Evolution Wealth Management Inc. | 913 | $204.5K | 0.12% | −2−0.2% | Reduced |
| Marino, Stram & Associates LLC | 912 | $204.2K | 0.03% | +912 | New |
| Hexagon Capital Partners LLC | 906 | $202.9K | 0.03% | +906 | New |
| Grove Bank & Trust | 903 | $202.2K | 0.02% | −3,037−77.1% | Reduced |
| Talbot Financial, LLC | 900 | $201.6K | 0.01% | +900 | New |
| Beaton Management Co. Inc. | 896 | $201.0K | 0.08% | +896 | New |
| Trilogy Capital Inc. | 895 | $200.4K | 0.01% | +895 | New |
| Tilia Fiduciary Partners, Inc. | 894 | $200.2K | 0.09% | +894 | New |
| Financial Avengers, Inc. | 890 | $199.3K | 0.08% | +8+0.9% | Added |
