| Werba Rubin Papier Wealth Management | 613 | $264.5K | 0.03% | +613 | New |
| Diversified Enterprises, LLC | 614 | $264.9K | 0.01% | +614 | New |
| First Heartland Consultants, Inc. | 615 | $265.3K | 0.02% | +615 | New |
| Vericrest Private Wealth | 615 | $265.3K | 0.24% | +615 | New |
| Summit Wealth Group LLC | 615 | $265.3K | 0.02% | +615 | New |
| Hollencrest Capital Management | 617 | $266.3K | 0.02% | +130+26.7% | Added |
| TCTC Holdings, LLC | 619 | $267.1K | 0.01% | +619 | New |
| Gillespie Robinson & Grimm Inc | 620 | $267.5K | 0.02% | +620 | New |
| Abundance Wealth Counselors | 620 | $267.5K | 0.02% | +620 | New |
| Signet Investment Advisory Group, Inc. | 620 | $267.5K | 0.12% | +620 | New |
| Atlas Legacy Advisors, LLC | 773 | $269.4K | 0.04% | +773 | New |
| 1st Source Bank | 625 | $269.7K | 0.01% | +625 | New |
| Johnson & White Wealth Management, LLC | 626 | $270.1K | 0.10% | +626 | New |
| Nicholas Hoffman & Company, LLC. | 630 | $271.7K | 0.01% | +630 | New |
| Adapt Wealth Advisors, LLC | 630 | $271.8K | 0.09% | +630 | New |
| Old Port Advisors | 631 | $272.3K | 0.05% | +631 | New |
| 49 Wealth Management, LLC | 632 | $272.9K | 0.05% | −676−51.7% | Reduced |
| Alongside, LLC | 632 | $272.9K | 0.05% | +632 | New |
| Lantz Financial LLC | 634 | $273.4K | 0.05% | +634 | New |
| Gimbal Financial | 634 | $273.5K | 0.17% | +634 | New |
| Tannin Capital LLC | 634 | $273.5K | 0.18% | +634 | New |
| Martin Capital Advisors, LLP | 635 | $274.0K | 0.14% | +635 | New |
| Gemmer Asset Management LLC | 635 | $274.1K | 0.02% | +635 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 638 | $275.3K | 0.22% | +638 | New |
| Graves-Light Private Wealth Management, Inc. | 639 | $275.7K | 0.03% | +639 | New |
| Turner Financial Group, Inc. | 643 | $277.4K | 0.28% | +643 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 645 | $278.3K | 0.07% | +645 | New |
| Rehmann Capital Advisory Group | 644 | $278.3K | 0.01% | +644 | New |
| ProVise Management Group, LLC | 646 | $278.7K | 0.02% | +646 | New |
| Steigerwald, Gordon & Koch Inc. | 646 | $278.7K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $278.7K | 0.02% | +646 | New |
| Magnolia Private Wealth, LLC | 648 | $279.6K | 0.15% | +648 | New |
| Pines Wealth Management, LLC | 649 | $280.0K | 0.08% | +649 | New |
| New Republic Capital, LLC | 649 | $280.1K | 0.06% | +649 | New |
| Resources Management Corp | 650 | $280.4K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 650 | $280.4K | 0.05% | +650 | New |
| First Long Island Investors, LLC | 650 | $280.4K | 0.02% | +650 | New |
| Pacific Sage Partners, LLC | 650 | $280.6K | 0.04% | +650 | New |
| Canvas Wealth Advisors, LLC | 651 | $280.9K | 0.04% | +651 | New |
| Riversedge Advisors, LLC | 653 | $281.6K | 0.04% | +653 | New |
| Patten & Patten Inc | 653 | $281.7K | 0.01% | +653 | New |
| Northstar Group, Inc. | 656 | $283.0K | 0.04% | +656 | New |
| Horizon Financial Services, LLC | 657 | $283.5K | 0.11% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 660 | $284.8K | 0.02% | +660 | New |
| Innovative Asset Advisors Group, LLC | 660 | $284.8K | 0.12% | +61+10.2% | Added |
| Bill Few Associates, Inc. | 660 | $284.8K | 0.06% | +660 | New |
| Pension & Wealth Management Advisors, Inc. | 660 | $284.9K | 0.08% | −203−23.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 663 | $286.1K | 0.14% | +663 | New |
| Centennial Advisors, LLC | 667 | $287.8K | 0.34% | +667 | New |
| Curated Wealth Partners LLC | 668 | $288.2K | 0.03% | +668 | New |
| Northbridge Financial Group, LLC | 668 | $288.2K | 0.11% | +668 | New |
| Alliance Wealth Management Group | 670 | $289.1K | 0.06% | +670 | New |
| Revolve Wealth Partners, LLC | 671 | $289.5K | 0.03% | +671 | New |
| Avenue 1 Advisors, LLC | 671 | $289.5K | 0.08% | +671 | New |
| Ashton Thomas Securities, LLC | 686 | $289.9K | 0.04% | +686 | New |
| Fiduciary Group LLC | 672 | $289.9K | 0.02% | +672 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 674 | $290.8K | 0.08% | +139+26.0% | Added |
| Towercrest Capital Management | 674 | $290.8K | 0.04% | +674 | New |
| Renaissance Investment Group LLC | 675 | $291.2K | 0.06% | +675 | New |
| Prasad Wealth Partners, LLC | 677 | $292.0K | 0.07% | +677 | New |
| Summitry LLC | 678 | $292.5K | 0.01% | +678 | New |
| Garde Capital, Inc. | 678 | $292.5K | 0.01% | +678 | New |
| Stonebridge Capital Advisors LLC | 680 | $293.4K | 0.02% | +680 | New |
| Shepherd Financial Partners LLC | 680 | $293.4K | 0.02% | +680 | New |
| Meiji Yasuda Life Insurance Co | 680 | $293.4K | 0.01% | +680 | New |
| Integrated Investment Consultants, LLC | 680 | $293.4K | 0.06% | +680 | New |
| Eldridge Investment Advisors, Inc. | 680 | $293.4K | 0.06% | +680 | New |
| Frisch Financial Group, Inc. | 680 | $293.4K | 0.05% | +680 | New |
| Sara-Bay Financial | 682 | $294.3K | 0.08% | +682 | New |
| TAGStone Capital, Inc. | 684 | $295.1K | 0.09% | +684 | New |
| LWM Advisory Services, LLC | 685 | $295.5K | 0.53% | +685 | New |
| Sentinus, LLC | 685 | $295.6K | 0.02% | +685 | New |
| Atlantic Union Bankshares Corp | 687 | $296.6K | 0.00% | −75−9.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 689 | $297.1K | 0.05% | +689 | New |
| Wharton Business Group, LLC | 690 | $297.7K | 0.01% | +690 | New |
| Pathway Wealth Management LLC | 690 | $297.7K | 0.21% | +690 | New |
| TCI Wealth Advisors, Inc. | 690 | $297.7K | 0.01% | +690 | New |
| Accredited Investors Inc. | 696 | $300.3K | 0.01% | −2,000−74.2% | Reduced |
| Family Investment Center, Inc. | 699 | $301.6K | 0.05% | +699 | New |
| Successful Portfolios LLC | 677 | $301.9K | 0.14% | +677 | New |
| Strategic Investment Solutions, Inc. | 700 | $302.0K | 0.07% | +500+250.0% | Added |
| McRae Capital Management Inc | 700 | $302.0K | 0.06% | +700 | New |
| Ascension Capital Advisors, Inc. | 700 | $302.0K | 0.08% | +700 | New |
| Boulder Wealth Advisors, LLC | 701 | $302.4K | 0.11% | +701 | New |
| Avenir Corp | 704 | $303.7K | 0.04% | +704 | New |
| AlTi Global, Inc. | 708 | $305.3K | 0.01% | +708 | New |
| Investment Partners, Ltd. | 708 | $305.6K | 0.10% | +708 | New |
| Greater Midwest Financial Group, LLC | 708 | $305.7K | 0.15% | +708 | New |
| Chris Bulman Inc | 709 | $306.1K | 0.11% | +709 | New |
| Prakash Investment Advisors LLC | 710 | $306.3K | 0.19% | +710 | New |
| Investor's Fiduciary Advisor Network, LLC | 718 | $309.0K | 0.10% | +718 | New |
| Junk Investment Group, LLC | 716 | $309.0K | 0.14% | +716 | New |
| Nautilus Advisors LLC | 711 | $309.3K | 0.18% | +711 | New |
| Overbrook Management Corp | 717 | $309.4K | 0.05% | +717 | New |
| Money Concepts Capital Corp | 721 | $311.1K | 0.01% | +721 | New |
| Kickstand Ventures, LLC. | 721 | $311.1K | 0.06% | +721 | New |
| Morling Financial Advisors, LLC | 724 | $312.4K | 0.09% | +724 | New |
| Circle Wealth Management, LLC | 724 | $312.5K | 0.00% | +724 | New |
| Sheets Smith Wealth Management | 725 | $312.8K | 0.03% | +725 | New |
| Benchmark Financial Wealth Advisors, LLC | 726 | $313.4K | 0.08% | +726 | New |
