| Hilltop Wealth Advisors, LLC | 399 | $231.8K | 0.12% | +399 | New |
| Barlow Wealth Partners, Inc. | 447 | $231.3K | 0.02% | +447 | New |
| Amarillo National Bank | 398 | $231.2K | 0.04% | +398 | New |
| Elm3 Financial Group, LLC | 398 | $231.2K | 0.16% | +398 | New |
| Snider Financial Group | 397 | $230.6K | 0.06% | +397 | New |
| Spinnaker Investment Group, LLC | 396 | $230.0K | 0.04% | +396 | New |
| Storen Legacy Partners, LLC | 395 | $229.5K | 0.06% | +395 | New |
| Abound Wealth Management | 394 | $229.1K | 0.05% | −216−35.4% | Reduced |
| Tillman Hartley LLC | 394 | $228.9K | 0.05% | +394 | New |
| Aviance Capital Partners, LLC | 393 | $228.3K | 0.02% | +393 | New |
| Evernest Financial Advisors, LLC | 393 | $228.3K | 0.05% | +393 | New |
| NerdWallet Wealth Partners, LLC | 393 | $228.3K | 0.08% | +393 | New |
| Advisortrust Partners, LLC | 393 | $228.3K | 0.08% | +393 | New |
| Norris Financial Group, LLC | 393 | $228.3K | 0.09% | +393 | New |
| CNB Bank | 392 | $227.7K | 0.09% | −50−11.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 391 | $227.1K | 0.03% | +391 | New |
| First Growth Capital LLC | 391 | $227.1K | 0.17% | +391 | New |
| Chesapeake Wealth Management | 391 | $227.1K | 0.06% | +391 | New |
| Koss-Olinger Consulting, LLC | 390 | $226.6K | 0.02% | +390 | New |
| SFM, LLC | 389 | $226.0K | 0.12% | +389 | New |
| Juno Financial Group LLC | 389 | $226.0K | 0.08% | +389 | New |
| Atala Financial Inc | 388 | $225.4K | 0.14% | +388 | New |
| Investment Insight Wealth Management, LLC | 387 | $224.8K | 0.19% | +387 | New |
| Grey Fox Wealth Advisors, LLC | 387 | $224.8K | 0.04% | +387 | New |
| WealthCollab, LLC | 385 | $223.7K | 0.08% | −64−14.3% | Reduced |
| PFG Private Wealth Management, LLC | 383 | $222.5K | 0.10% | +383 | New |
| Sweeney & Michel, LLC | 460 | $222.3K | 0.06% | +460 | New |
| NDWM LLC | 382 | $221.9K | 0.13% | +382 | New |
| Ellis Investment Partners, LLC | 380 | $221.0K | 0.03% | +380 | New |
| Lipe & Dalton | 380 | $221.0K | 0.10% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 380 | $220.7K | 0.14% | +380 | New |
| 25 LLC | 380 | $220.7K | 0.06% | +380 | New |
| Gilliland Jeter Wealth Management LLC | 380 | $220.7K | 0.06% | +380 | New |
| Cornerstone Financial Group, LLC | 380 | $220.7K | 0.14% | +380 | New |
| Baltimore-Washington Financial Advisors, Inc. | 379 | $220.2K | 0.01% | +379 | New |
| Code Waechter LLC | 379 | $220.2K | 0.11% | +379 | New |
| Providence Wealth Advisors, LLC | 423 | $219.6K | 0.13% | +423 | New |
| Bear Mountain Capital, Inc. | 400 | $219.3K | 0.06% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 377 | $219.0K | 0.14% | +377 | New |
| Rollins Financial Advisors, LLC | 376 | $218.4K | 0.03% | +376 | New |
| Vista Investment Partners II, LLC | 376 | $218.4K | 0.09% | +376 | New |
| Gilman Hill Asset Management, LLC | 375 | $217.8K | 0.03% | +375 | New |
| Hughes Financial Services, LLC | 374 | $217.3K | 0.03% | +102+37.5% | Added |
| Hudson Oak Wealth Advisory LLC | 374 | $217.3K | 0.17% | +374 | New |
| Alliance Wealth Management Group | 373 | $216.7K | 0.04% | +373 | New |
| Towercrest Capital Management | 373 | $216.7K | 0.03% | +373 | New |
| JDH Wealth Management, LLC | 373 | $216.7K | 0.13% | +373 | New |
| Massar Capital Management, LP | 372 | $216.1K | 0.07% | −1,756−82.5% | Reduced |
| 5T Wealth, LLC | 372 | $216.1K | 0.08% | +372 | New |
| Morton Brown Family Wealth, LLC | 371 | $215.5K | 0.05% | +21+6.0% | Added |
| Richard P Slaughter Associates Inc | 371 | $215.5K | 0.04% | +371 | New |
| CDM Financial Counseling Services, Inc. | 370 | $214.9K | 0.19% | −650−63.7% | Reduced |
| Evolution Wealth Management Inc. | 370 | $214.9K | 0.13% | +18+5.1% | Added |
| Arsenal Capital Advisors LLC | 370 | $214.9K | 0.13% | +370 | New |
| Middleton & Co Inc | 369 | $214.6K | 0.02% | +369 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 368 | $213.8K | 0.11% | +368 | New |
| MKT Advisors LLC | 411 | $212.1K | 0.07% | +411 | New |
| AlphaCentric Advisors LLC | 364 | $211.5K | 0.18% | +122+50.4% | Added |
| Hendershot Investments Inc. | 364 | $211.5K | 0.03% | +364 | New |
| BKM Wealth Management, LLC | 364 | $211.5K | 0.07% | +364 | New |
| Topsail Wealth Management, LLC | 364 | $211.5K | 0.03% | +364 | New |
| North Capital, Inc. | 364 | $211.5K | 0.16% | +364 | New |
| Central Valley Advisors, LLC | 363 | $210.9K | 0.05% | +363 | New |
| Financial Gravity Companies, Inc. | 363 | $210.9K | 0.03% | +363 | New |
| Veridan Wealth LLC | 363 | $210.9K | 0.07% | +363 | New |
| Gould Asset Management LLC | 362 | $210.3K | 0.03% | +362 | New |
| Arcadia Wealth Management, Inc. | 361 | $209.7K | 0.10% | +361 | New |
| VCI Wealth Management LLC | 360 | $209.1K | 0.05% | −9,434−96.3% | Reduced |
| Valley Brook Capital Group | 360 | $209.1K | 0.12% | +360 | New |
| OneAscent Investment Solutions LLC | 360 | $209.1K | 0.20% | +360 | New |
| Evansbrook LLC | 360 | $209.1K | 0.12% | +360 | New |
| Kohmann Bosshard Financial Services, LLC | 359 | $208.5K | 0.02% | +359 | New |
| Chris Bulman Inc | 359 | $208.5K | 0.08% | +359 | New |
| Andina Capital Management, LLC | 358 | $208.0K | 0.34% | +358 | New |
| Peoples Bank | 358 | $208.0K | 0.20% | +358 | New |
| Aspect Partners, LLC | 357 | $207.4K | 0.08% | −69−16.2% | Reduced |
| Continuum Wealth Advisors, LLC | 357 | $207.4K | 0.07% | +357 | New |
| Blue Sky Capital Consultants Group, Inc. | 357 | $207.4K | 0.09% | +357 | New |
| Pettinga Financial Advisors, LLC | 355 | $206.2K | 0.03% | +355 | New |
| Evergreen Wealth Partners LLC | 353 | $205.1K | 0.12% | +353 | New |
| Bellwether Advisors, LLC | 353 | $205.1K | 0.03% | +353 | New |
| Stirlingshire Investments, Inc. | 353 | $205.1K | 0.15% | +353 | New |
| HF Advisory Group, LLC | 353 | $205.1K | 0.06% | +353 | New |
| Wellington-Altus USA Inc. | 1,008 | $205.1K | 0.15% | +330+48.7% | Added |
| Liberty Capital Management, Inc. | 352 | $204.5K | 0.04% | +352 | New |
| Midwest Financial Network, LLC | 351 | $203.9K | 0.14% | +351 | New |
| Sunrise Financial Services, LLC | 350 | $203.3K | 0.12% | +89+34.1% | Added |
| Bolthouse Investments, LLC | 350 | $203.3K | 0.16% | +350 | New |
| NovaPoint Capital, LLC | 350 | $203.3K | 0.04% | +350 | New |
| Integrated Wealth Management | 350 | $203.3K | 0.21% | +350 | New |
| Discipline Wealth Solutions, LLC | 347 | $201.6K | 0.02% | +347 | New |
| Steelhead Wealth Management LLC | 347 | $201.0K | 0.08% | +347 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 979 | $200.7K | 0.06% | −1,707−63.6% | Reduced |
| O'Rourke & Company, Inc | 345 | $200.6K | 0.07% | +345 | New |
| TPG Financial Advisors, LLC | 345 | $200.4K | 0.06% | +345 | New |
| Abound Financial, LLC | 344 | $199.8K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 341 | $198.1K | 0.09% | −102−23.0% | Reduced |
| Caitlin John, LLC | 338 | $196.3K | 0.11% | +39+13.0% | Added |
| 1620 Investment Advisors, Inc. | 333 | $193.7K | 0.12% | −164−33.0% | Reduced |
| Networth Advisors, LLC | 333 | $193.4K | 0.11% | +282+552.9% | Added |
