| W.H. Cornerstone Investments Inc. | 862 | $234.1K | 0.22% | +6+0.7% | Added |
| Barrett & Company, Inc. | 889 | $233.5K | 0.15% | 00.0% | Unchanged |
| Glassman Wealth Services | 889 | $233.4K | 0.04% | +62+7.5% | Added |
| EPG Wealth Management LLC | 888 | $233.1K | 0.09% | −23−2.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 883 | $231.9K | 0.04% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 883 | $231.9K | 0.09% | +883 | New |
| Global Trust Asset Management, LLC | 882 | $231.8K | 0.12% | +149+20.3% | Added |
| Main Street Research LLC | 882 | $231.6K | 0.06% | −10−1.1% | Reduced |
| Klingman & Associates, LLC | 881 | $231.4K | 0.02% | −42−4.6% | Reduced |
| Summit Wealth Partners, LLC | 881 | $231.4K | 0.06% | +881 | New |
| Texas Capital Bancshares Inc | 880 | $231.1K | 0.16% | +880 | New |
| SFG Wealth Management, LLC. | 880 | $231.0K | 0.29% | −49−5.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 879 | $231.0K | 0.03% | +879 | New |
| Landmark Financial Advisors, LLC | 878 | $230.6K | 0.11% | −10−1.1% | Reduced |
| Renaissance Group LLC | 877 | $230.3K | 0.01% | −123−12.3% | Reduced |
| Annex Advisory Services, LLC | 876 | $230.1K | 0.01% | +876 | New |
| Financial Management Professionals, Inc. | 874 | $230.0K | 0.05% | +77+9.7% | Added |
| Armstrong Henry H Associates Inc | 871 | $228.8K | 0.03% | +871 | New |
| Concord Asset Management, LLC | 871 | $228.8K | 0.15% | +871 | New |
| Capital Advisors Wealth Management, LLC | 869 | $228.1K | 0.07% | +869 | New |
| First Citizens Financial Corp | 867 | $228.0K | 0.20% | −1,100−55.9% | Reduced |
| Sit Investment Associates Inc | 870 | $228.0K | 0.01% | +870 | New |
| Carmichael Hill & Associates, Inc. | 868 | $228.0K | 0.13% | 00.0% | Unchanged |
| Avestar Capital, LLC | 868 | $228.0K | 0.05% | +868 | New |
| Hemenway Trust Co LLC | 867 | $227.7K | 0.03% | +867 | New |
| Oak Harbor Wealth Partners, LLC | 867 | $227.7K | 0.09% | +867 | New |
| Johnson Bixby & Associates, LLC | 866 | $227.4K | 0.05% | −130−13.1% | Reduced |
| Beacon Investment Advisors LLC | 865 | $227.2K | 0.19% | +865 | New |
| Constitution Capital LLC | 865 | $227.2K | 0.14% | +865 | New |
| Northwest Quadrant Wealth Management, LLC | 865 | $227.2K | 0.07% | +865 | New |
| Sunflower Bank, N.A. | 866 | $227.0K | 0.05% | −138−13.7% | Reduced |
| Vantage Consulting Group Inc | 864 | $226.9K | 0.13% | −170−16.4% | Reduced |
| Syntax Advisors, LLC | 864 | $226.9K | 0.19% | −170−16.4% | Reduced |
| AlphaQ Advisors LLC | 860 | $225.9K | 0.20% | +860 | New |
| Green Square Capital Advisors LLC | 857 | $225.1K | 0.03% | +857 | New |
| NBW Capital LLC | 852 | $223.8K | 0.06% | +852 | New |
| Conservest Capital Advisors, Inc. | 851 | $223.5K | 0.03% | +851 | New |
| Cyndeo Wealth Partners, LLC | 847 | $222.6K | 0.03% | +847 | New |
| Essex LLC | 846 | $222.2K | 0.07% | +846 | New |
| Powers Advisory Group, LLC | 846 | $222.2K | 0.16% | +846 | New |
| Thrive Capital Management, LLC | 844 | $221.7K | 0.14% | −835−49.7% | Reduced |
| Brainard Capital Management LLC | 842 | $221.2K | 0.19% | +842 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 842 | $221.1K | 0.18% | +842 | New |
| Jackson Hole Capital Partners, LLC | 842 | $221.1K | 0.07% | +842 | New |
| Relyea Zuckerberg Hanson LLC | 841 | $220.9K | 0.06% | +841 | New |
| Carl Stuart Investment Advisor, Inc | 836 | $219.6K | 0.20% | +836 | New |
| Eagle Ridge Investment Management | 835 | $219.3K | 0.03% | +835 | New |
| Leisure Capital Management | 835 | $219.3K | 0.11% | +835 | New |
| CIC Wealth, LLC | 835 | $219.3K | 0.09% | +835 | New |
| Tower Wealth Partners, Inc. | 834 | $219.0K | 0.19% | +834 | New |
| S&CO Inc | 834 | $219.0K | 0.02% | +834 | New |
| Tiedemann Advisors, LLC | 834 | $219.0K | 0.01% | −56−6.3% | Reduced |
| 9258 Wealth Management, LLC | 833 | $218.8K | 0.05% | +833 | New |
| Allegheny Financial Group LTD | 833 | $218.7K | 0.09% | +833 | New |
| MONECO Advisors, LLC | 832 | $218.4K | 0.08% | +832 | New |
| Nicholas Hoffman & Company, LLC. | 828 | $217.6K | 0.02% | +828 | New |
| Rock Creek Group, LP | 828 | $217.5K | 0.03% | −543−39.6% | Reduced |
| Firethorn Wealth Partners, LLC | 827 | $217.3K | 0.18% | +827 | New |
| Boyd Watterson Asset Management LLC | 827 | $217.2K | 0.09% | −65−7.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 827 | $217.2K | 0.11% | +827 | New |
| Affinity Capital Advisors, LLC | 826 | $217.0K | 0.07% | +826 | New |
| Western Pacific Wealth Management, LP | 825 | $216.7K | 0.18% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 824 | $216.4K | 0.07% | +824 | New |
| River Street Advisors LLC | 823 | $216.2K | 0.23% | +823 | New |
| Founders Capital Management | 817 | $215.0K | 0.16% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 817 | $214.6K | 0.25% | +817 | New |
| Latitude Advisors, LLC | 814 | $213.9K | 0.16% | −227−21.8% | Reduced |
| Southern Capital Advisors, LLC | 814 | $213.8K | 0.17% | +814 | New |
| First National Bank | 810 | $212.7K | 0.18% | +810 | New |
| GM Advisory Group, Inc. | 807 | $211.9K | 0.02% | +807 | New |
| Pettinga Financial Advisors, LLC | 803 | $210.9K | 0.07% | +803 | New |
| Provence Wealth Management Group | 802 | $210.6K | 0.17% | +802 | New |
| Investment Management of Virginia LLC | 800 | $210.1K | 0.04% | +800 | New |
| Isthmus Partners, LLC | 800 | $210.1K | 0.03% | +800 | New |
| Calton & Associates, Inc. | 799 | $210.0K | 0.08% | +799 | New |
| Financial Consulate, Inc | 797 | $209.3K | 0.07% | +797 | New |
| KLCM Advisors, Inc. | 797 | $209.3K | 0.04% | +797 | New |
| Narus Financial Partners, LLC | 793 | $208.3K | 0.12% | +793 | New |
| TFG Advisers LLC | 796 | $208.2K | 0.11% | +796 | New |
| Domani Wealth, LLC | 793 | $208.0K | 0.05% | +793 | New |
| Callahan Advisors, LLC | 791 | $207.8K | 0.03% | +791 | New |
| Optas, LLC | 791 | $207.7K | 0.09% | +791 | New |
| Wealth Enhancement Advisory Services, LLC | 825 | $207.6K | 0.00% | +825 | New |
| Sepio Capital, LP | 789 | $207.2K | 0.02% | −7,442−90.4% | Reduced |
| Wayfinding Financial, LLC | 927 | $207.0K | 0.17% | +927 | New |
| Equius Partners, Inc. | 787 | $206.7K | 0.06% | +787 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 787 | $206.7K | 0.06% | +787 | New |
| LJI Wealth Management, LLC | 787 | $206.7K | 0.07% | +787 | New |
| Willis Johnson & Associates, Inc. | 786 | $206.4K | 0.03% | +786 | New |
| Great Waters Wealth Management | 802 | $205.7K | 0.04% | +802 | New |
| Peoples Bank | 782 | $205.4K | 0.13% | +782 | New |
| Wealth Advisors of Iowa, LLC | 779 | $204.5K | 0.17% | +779 | New |
| Talisman Wealth Advisors LLC | 775 | $204.0K | 0.43% | +775 | New |
| Fidelis Capital Partners, LLC | 755 | $203.9K | 0.24% | +755 | New |
| Arvest Trust Co N A | 776 | $203.8K | 0.01% | +776 | New |
| Perkins Coie Trust Co | 776 | $203.8K | 0.07% | −26−3.2% | Reduced |
| Firestone Capital Management | 776 | $203.8K | 0.08% | +776 | New |
| Mokosak Advisory Group, LLC | 774 | $203.5K | 0.09% | +774 | New |
| Moss Adams Wealth Advisors LLC | 774 | $203.3K | 0.10% | +774 | New |
| Horst & Graben Wealth Management LLC | 772 | $203.0K | 0.05% | +772 | New |
