| Owen LaRue, LLC | 535 | $386.8K | 0.13% | −83−13.4% | Reduced |
| Financial Security Advisor, Inc. | 537 | $388.5K | 0.06% | +537 | New |
| Wiser Wealth Management, Inc | 538 | $389.0K | 0.07% | +538 | New |
| TopTier Wealth Management, LLC | 538 | $389.3K | 0.24% | +1+0.2% | Added |
| Fiduciary Group LLC | 539 | $389.7K | 0.03% | +539 | New |
| Chicago Capital, LLC | 539 | $389.7K | 0.01% | +539 | New |
| Legacy Wealth Partners, LLC | 540 | $390.4K | 0.09% | −60−10.0% | Reduced |
| TFB Advisors LLC | 540 | $390.4K | 0.17% | +540 | New |
| Kapstone Financial Advisors LLC | 540 | $390.4K | 0.16% | +540 | New |
| Navigate Wealth Management, LLC | 738 | $390.9K | 0.24% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 541 | $391.3K | 0.03% | +541 | New |
| Golden Road Advisors LLC | 542 | $391.9K | 0.19% | +542 | New |
| Evergreen Wealth Partners LLC | 542 | $392.0K | 0.24% | +542 | New |
| Dearborn Partners LLC | 544 | $393.2K | 0.02% | +544 | New |
| Aspen Capital Management, LLC | 544 | $393.4K | 0.09% | +544 | New |
| FreeGulliver LLC | 547 | $395.5K | 0.14% | −59−9.7% | Reduced |
| Fidelity D & D Bancorp Inc | 547 | $395.5K | 0.14% | +547 | New |
| Austin Asset Management Co Inc | 547 | $395.5K | 0.06% | +547 | New |
| Bull Harbor Capital LLC | 547 | $395.5K | 0.08% | +547 | New |
| Holistic Financial Partners | 548 | $396.2K | 0.24% | −291−34.7% | Reduced |
| Albion Financial Group | 548 | $396.2K | 0.02% | 00.0% | Unchanged |
| Power Wealth Management LLC | 549 | $396.9K | 0.14% | +549 | New |
| Rasp Wealth Solutions, LLC | 550 | $397.8K | 0.13% | +550 | New |
| Appleton Partners Inc | 550 | $398.0K | 0.02% | +550 | New |
| Sterling Investment Advisors, Ltd. | 551 | $398.4K | 0.07% | −225−29.0% | Reduced |
| West Paces Advisors Inc. | 551 | $398.4K | 0.07% | +551 | New |
| Cadinha & Co LLC | 552 | $399.1K | 0.06% | +552 | New |
| NovaPoint Capital, LLC | 552 | $399.1K | 0.08% | +552 | New |
| BankPlus Trust Department | 553 | $399.8K | 0.09% | 00.0% | Unchanged |
| Abound Financial, LLC | 553 | $399.8K | 0.16% | +362+189.5% | Added |
| Conrad Siegel Investment Advisors, Inc. | 554 | $400.5K | 0.07% | +554 | New |
| Polar Asset Management Partners Inc. | 555 | $401.3K | 0.01% | −23,699−97.7% | Reduced |
| Hughes Financial Services, LLC | 555 | $401.3K | 0.05% | +28+5.3% | Added |
| Accel Wealth Management | 556 | $402.0K | 0.09% | −85−13.3% | Reduced |
| Kuhn & Co Investment Counsel | 556 | $402.0K | 0.23% | +556 | New |
| Purkiss Capital Advisors LLC | 557 | $402.5K | 0.15% | +557 | New |
| Waterfront Wealth Inc. | 669 | $403.1K | 0.06% | 00.0% | Unchanged |
| Wealthquest Corp | 558 | $403.4K | 0.03% | +558 | New |
| ERn Financial, LLC | 561 | $405.6K | 0.07% | −87−13.4% | Reduced |
| Bernard Wealth Management Corp. | 563 | $407.0K | 0.15% | −45−7.4% | Reduced |
| Chris Bulman Inc | 564 | $407.8K | 0.15% | −371−39.7% | Reduced |
| Custom Index Systems, LLC | 565 | $408.5K | 0.15% | +565 | New |
| Ambassador Advisors, LLC | 565 | $408.6K | 0.05% | −403−41.6% | Reduced |
| Clarendon Private LLC | 566 | $409.2K | 0.26% | +566 | New |
| Novak & Powell Financial Services, Inc. | 567 | $409.6K | 0.19% | −1,060−65.2% | Reduced |
| AA Financial Advisors, LLC | 568 | $410.7K | 0.05% | +568 | New |
| Chatterton & Associates Inc. | 703 | $413.8K | 0.24% | +52+8.0% | Added |
| Brick & Kyle, Associates | 1,212 | $414.1K | 0.14% | 00.0% | Unchanged |
| ASL Financial, LLC | 573 | $414.3K | 0.29% | +573 | New |
| Brio Consultants, LLC | 574 | $415.0K | 0.05% | +37+6.9% | Added |
| United Bank | 575 | $415.7K | 0.13% | +575 | New |
| Northeast Planning Associates, Inc. | 575 | $415.7K | 0.31% | +575 | New |
| Advisor Resource Council | 706 | $418.5K | 0.14% | +65+10.1% | Added |
| Bell Investment Advisors, Inc | 581 | $420.1K | 0.06% | +1+0.2% | Added |
| Spectrum Investment Advisors, Inc. | 581 | $420.1K | 0.17% | +581 | New |
| 1248 Management, LLC | 582 | $420.8K | 0.16% | +274+89.0% | Added |
| Clear Point Advisors Inc. | 582 | $420.8K | 0.37% | +582 | New |
| ICW Investment Advisors LLC | 582 | $420.9K | 0.15% | −17−2.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 584 | $422.2K | 0.16% | −151−20.5% | Reduced |
| Optivise Advisory Services LLC | 585 | $422.6K | 0.21% | −6−1.0% | Reduced |
| Benin Management CORP | 586 | $423.7K | 0.09% | +586 | New |
| Elevated Financial Group LLC | 587 | $424.4K | 0.12% | +587 | New |
| Human Investing LLC | 587 | $424.5K | 0.06% | +587 | New |
| Indiana Trust & Investment Management CO | 588 | $425.1K | 0.12% | −46−7.3% | Reduced |
| CCG Wealth Management, LLC | 589 | $425.8K | 0.10% | +589 | New |
| Investment Partners, Ltd. | 589 | $426.1K | 0.13% | +589 | New |
| Avondale Wealth Management | 592 | $427.7K | 0.17% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 594 | $429.5K | 0.05% | −412−41.0% | Reduced |
| Ironsides Asset Advisors, LLC | 594 | $429.5K | 0.10% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 594 | $429.5K | 0.05% | +594 | New |
| Centric Wealth Management | 1,098 | $429.8K | 0.07% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 597 | $431.5K | 0.23% | +1+0.2% | Added |
| Cim, LLC | 598 | $432.4K | 0.06% | −4−0.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 599 | $433.2K | 0.04% | −147−19.7% | Reduced |
| ISAM Funds (UK) Ltd | 600 | $433.8K | 0.31% | −2,087−77.7% | Reduced |
| Brendel Financial Advisors LLC | 600 | $433.8K | 0.20% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 600 | $433.8K | 0.13% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 600 | $433.8K | 0.07% | +600 | New |
| Hager Investment Management Services, LLC | 600 | $433.8K | 0.20% | +600 | New |
| Phillips Financial Management, LLC | 600 | $433.8K | 0.03% | +600 | New |
| Beaton Management Co. Inc. | 600 | $434.0K | 0.18% | 00.0% | Unchanged |
| X-Square Capital, LLC | 600 | $434.0K | 0.11% | 00.0% | Unchanged |
| American National Bank of Texas | 601 | $434.5K | 0.40% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 601 | $434.7K | 0.16% | +601 | New |
| KPP Advisory Services LLC | 602 | $435.2K | 0.06% | −99−14.1% | Reduced |
| Sather Financial Group Inc | 602 | $435.2K | 0.02% | −27−4.3% | Reduced |
| Palisade Asset Management, LLC | 602 | $435.2K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 604 | $436.7K | 0.01% | +604 | New |
| Tannin Capital LLC | 604 | $436.7K | 0.29% | +604 | New |
| CogentBlue Wealth Advisors, LLC | 606 | $438.1K | 0.25% | +3+0.5% | Added |
| PKS Advisory Services, LLC | 608 | $439.4K | 0.07% | +608 | New |
| Johnson & White Wealth Management, LLC | 610 | $441.0K | 0.16% | +9+1.5% | Added |
| Orcam Financial Group | 610 | $441.0K | 0.22% | +610 | New |
| Wealthedge Investment Advisors, LLC | 610 | $441.1K | 0.15% | −456−42.8% | Reduced |
| Axiom Investment Management LLC | 612 | $442.5K | 0.30% | −2−0.3% | Reduced |
| Stonebridge Financial Group, LLC | 614 | $443.0K | 0.06% | +614 | New |
| Alpine Woods Capital Investors, LLC | 613 | $443.2K | 0.10% | −69−10.1% | Reduced |
| Hidden Cove Wealth Management, LLC | 613 | $443.2K | 0.24% | +613 | New |
| Heritage Wealth Management, Inc. | 613 | $443.2K | 0.22% | +613 | New |
| Tripletail Wealth Management, LLC | 739 | $445.6K | 0.51% | −17−2.2% | Reduced |
