| GFG Capital, LLC | 677 | $231.4K | 0.07% | +677 | New |
| Fairway Financial, LLC | 676 | $230.9K | 0.18% | +676 | New |
| Wealth Advisory Solutions, LLC | 672 | $229.7K | 0.05% | +672 | New |
| Waterfront Wealth Inc. | 669 | $228.7K | 0.04% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 667 | $228.0K | 0.08% | +667 | New |
| Westmount Partners, LLC | 663 | $226.6K | 0.06% | +663 | New |
| Claris Advisors, LLC | 661 | $225.9K | 0.07% | +661 | New |
| Baltimore-Washington Financial Advisors, Inc. | 660 | $225.6K | 0.01% | +660 | New |
| Great Waters Wealth Management | 655 | $223.9K | 0.02% | +655 | New |
| Bellevue Asset Management, LLC | 654 | $223.5K | 0.11% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 653 | $223.2K | 0.00% | +653 | New |
| Aspen Grove Capital, LLC | 653 | $223.2K | 0.04% | +653 | New |
| Green Ridge Wealth Planning LLC | 653 | $223.2K | 0.12% | +653 | New |
| David J Yvars Group | 650 | $222.2K | 0.12% | +650 | New |
| Parker Investment Management, LLC | 650 | $222.2K | 0.03% | +650 | New |
| Trace Wealth Advisors, LLC | 650 | $222.2K | 0.17% | +650 | New |
| Silicon Valley Capital Partners | 649 | $221.8K | 0.02% | +506+353.8% | Added |
| ERn Financial, LLC | 648 | $221.5K | 0.04% | +648 | New |
| Traub Capital Management LLC | 647 | $221.1K | 0.22% | +647 | New |
| Brio Consultants, LLC | 537 | $220.6K | 0.03% | +537 | New |
| Carrera Capital Advisors | 645 | $220.5K | 0.03% | +645 | New |
| Zullo Investment Group, Inc. | 644 | $220.1K | 0.08% | +644 | New |
| Cypress Capital Group | 644 | $220.1K | 0.02% | +644 | New |
| Advisor Resource Council | 641 | $219.1K | 0.09% | +641 | New |
| Accel Wealth Management | 641 | $219.1K | 0.06% | +641 | New |
| TAGStone Capital, Inc. | 639 | $218.4K | 0.08% | −416−39.4% | Reduced |
| Jacksonville Wealth Management, LLC | 637 | $217.9K | 0.15% | +637 | New |
| Sapient Capital LLC | 636 | $217.4K | 0.00% | +636 | New |
| Indiana Trust & Investment Management CO | 634 | $216.7K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 633 | $216.4K | 0.01% | +633 | New |
| Cypress Point Wealth Management, LLC | 632 | $216.0K | 0.05% | +632 | New |
| Cornell Pochily Investment Advisors, Inc. | 632 | $216.0K | 0.06% | +632 | New |
| Financial & Tax Architects, LLC | 630 | $215.4K | 0.05% | +630 | New |
| Cogent Private Wealth, Inc. | 630 | $215.3K | 0.16% | +630 | New |
| Sather Financial Group Inc | 629 | $215.0K | 0.01% | +629 | New |
| Blue Zone Wealth Advisors, LLC | 628 | $214.6K | 0.04% | +628 | New |
| Rialto Wealth Management, LLC | 627 | $214.3K | 0.05% | +76+13.8% | Added |
| Alpha Zero LLC | 626 | $214.0K | 0.11% | +626 | New |
| Brand Asset Management Group, Inc. | 624 | $213.3K | 0.06% | +624 | New |
| Unify Financial Advisors | 623 | $212.9K | 0.22% | +623 | New |
| Rinkey Investments | 622 | $212.6K | 0.05% | +622 | New |
| Blalock Williams, LLC | 619 | $211.6K | 0.16% | +619 | New |
| Investment Research Partners LLC | 618 | $211.2K | 0.09% | +618 | New |
| Owen LaRue, LLC | 618 | $211.2K | 0.08% | +618 | New |
| Wilkerson Advisory Group LLC | 617 | $210.9K | 0.07% | +514+499.0% | Added |
| Summit Financial Wealth Advisors, LLC | 617 | $210.9K | 0.03% | +617 | New |
| Cowa, LLC | 615 | $210.2K | 0.06% | +615 | New |
| Founders Financial Securities LLC | 528 | $210.0K | 0.01% | +528 | New |
| Axiom Investment Management LLC | 614 | $209.9K | 0.16% | +614 | New |
| WealthCollab, LLC | 609 | $208.3K | 0.09% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 608 | $207.9K | 0.04% | +608 | New |
| Bernard Wealth Management Corp. | 608 | $207.8K | 0.09% | −67−9.9% | Reduced |
| Virtus Family Office LLC | 607 | $207.5K | 0.18% | −7,219−92.2% | Reduced |
| WBH Advisory Inc | 586 | $207.3K | 0.02% | +586 | New |
| FreeGulliver LLC | 606 | $207.1K | 0.09% | +606 | New |
| DV Trading LLC | 605 | $206.8K | 0.02% | +239+65.3% | Added |
| CogentBlue Wealth Advisors, LLC | 603 | $206.1K | 0.14% | +603 | New |
| Park Capital Management, LLC | 602 | $205.9K | 0.20% | +602 | New |
| Cim, LLC | 602 | $205.8K | 0.03% | +602 | New |
| Palisade Asset Management, LLC | 602 | $205.8K | 0.02% | +602 | New |
| Texas Capital Bank Wealth Management Services Inc | 601 | $205.4K | 0.01% | +601 | New |
| Johnson & White Wealth Management, LLC | 601 | $205.4K | 0.09% | +601 | New |
| American National Bank of Texas | 601 | $205.4K | 0.20% | +601 | New |
| Legacy Private Trust Co. | 601 | $205.4K | 0.01% | −3,018−83.4% | Reduced |
| Parkway Wealth Management Group, LLC | 516 | $205.3K | 0.03% | +516 | New |
| Sanders Morris Harris LLC | 600 | $205.1K | 0.03% | +600 | New |
| Gilman Hill Asset Management, LLC | 600 | $205.1K | 0.03% | +600 | New |
| Brendel Financial Advisors LLC | 600 | $205.1K | 0.10% | +600 | New |
| Legacy Wealth Partners, LLC | 600 | $205.1K | 0.05% | +600 | New |
| Greenfield Seitz Capital Management, LLC | 600 | $205.1K | 0.06% | +600 | New |
| Beaton Management Co. Inc. | 600 | $205.0K | 0.09% | +600 | New |
| X-Square Capital, LLC | 600 | $205.0K | 0.07% | +600 | New |
| ICW Investment Advisors LLC | 599 | $204.6K | 0.07% | +599 | New |
| Great Point Wealth Advisors, LLC | 597 | $204.1K | 0.04% | +597 | New |
| Kingstone Capital Partners Texas, LLC | 596 | $204.0K | 0.13% | +596 | New |
| Ironsides Asset Advisors, LLC | 594 | $203.0K | 0.05% | +594 | New |
| FF Advisors,LLC | 502 | $202.8K | 0.08% | +502 | New |
| Avondale Wealth Management | 592 | $202.2K | 0.10% | +592 | New |
| Optivise Advisory Services LLC | 591 | $202.2K | 0.12% | +591 | New |
| Bell Investment Advisors, Inc | 580 | $198.2K | 0.03% | +3+0.5% | Added |
| TFC Financial Management | 576 | $196.9K | 0.02% | +4+0.7% | Added |
| BankPlus Trust Department | 553 | $189.0K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 548 | $187.3K | 0.01% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 537 | $183.7K | 0.11% | +537 | New |
| REAP Financial Group, LLC | 534 | $182.4K | 0.04% | +65+13.9% | Added |
| Private Wealth Management Group, LLC | 531 | $181.5K | 0.05% | +25+4.9% | Added |
| Hughes Financial Services, LLC | 527 | $180.1K | 0.03% | +31+6.3% | Added |
| Abound Wealth Management | 516 | $176.3K | 0.04% | +16+3.2% | Added |
| FNY Investment Advisers, LLC | 517 | $176.0K | 0.08% | +517 | New |
| Tradewinds Capital Management, LLC | 513 | $175.3K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 512 | $175.0K | 0.01% | +512 | New |
| Mechanics Financial Corp | 500 | $170.9K | 0.07% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 500 | $170.9K | 0.13% | 00.0% | Unchanged |
| Vanguard National Trust Co | 494 | $168.8K | 0.01% | +494 | New |
| Bayban | 493 | $168.5K | 0.15% | −120−19.6% | Reduced |
| Olistico Wealth, LLC | 480 | $164.1K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 452 | $154.5K | 0.10% | −12−2.6% | Reduced |
| Cornerstone Planning Group LLC | 375 | $153.8K | 0.02% | +63+20.2% | Added |
| High Note Wealth, LLC | 449 | $153.5K | 0.03% | +26+6.1% | Added |
| Hoey Investments, Inc | 446 | $152.4K | 0.02% | 00.0% | Unchanged |
