| Cullen/Frost Bankers, Inc. | 919 | $396.3K | 0.00% | +398+76.4% | Added |
| Perryman Financial Advisory Inc | 922 | $397.8K | 0.05% | +922 | New |
| Asset One Wealth Management LLC | 969 | $399.9K | 0.04% | −334−25.6% | Reduced |
| Thryve Wealth Management LLC | 933 | $402.6K | 0.23% | +933 | New |
| Foster Group, Inc. | 934 | $403.0K | 0.01% | +934 | New |
| Nwam LLC | 934 | $403.1K | 0.02% | −714−43.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 935 | $403.4K | 0.11% | −323−25.7% | Reduced |
| Birch Financial Group, LLC | 935 | $403.4K | 0.21% | +935 | New |
| Beacon Financial Group | 937 | $404.3K | 0.04% | +937 | New |
| Income Insurance Ltd | 940 | $405.6K | 0.24% | +940 | New |
| Bath Savings Trust Co | 943 | $406.9K | 0.04% | +943 | New |
| Maimon Wealth Management Ltd. | 943 | $406.9K | 0.31% | +943 | New |
| Schnieders Capital Management, LLC. | 946 | $408.3K | 0.05% | +946 | New |
| Forum Financial Management, LP | 949 | $409.4K | 0.01% | +949 | New |
| Intrua Financial, LLC | 952 | $410.8K | 0.04% | +952 | New |
| Advisory Advocates, LLC | 956 | $412.3K | 0.35% | +956 | New |
| Spirepoint Private Client, LLC | 956 | $412.5K | 0.03% | +956 | New |
| WMG Financial Advisors, LLC | 959 | $413.6K | 0.16% | +959 | New |
| Liontrust Investment Partners LLP | 959 | $413.8K | 0.01% | −3,018−75.9% | Reduced |
| Guerra Pan Advisors, LLC | 960 | $414.2K | 0.23% | +960 | New |
| Spartan Wealth Advisory Services LLC | 963 | $415.5K | 0.03% | +963 | New |
| Coastal Investment Advisors, Inc. | 964 | $415.9K | 0.13% | +964 | New |
| Hidden Cove Wealth Management, LLC | 964 | $415.9K | 0.23% | +964 | New |
| Narus Financial Partners, LLC | 965 | $416.2K | 0.11% | +965 | New |
| Twinbeech Capital LP | 968 | $417.7K | 0.08% | +968 | New |
| Freestone Capital Holdings, LLC | 969 | $418.1K | 0.01% | +969 | New |
| Patten Group, Inc. | 970 | $418.5K | 0.07% | +970 | New |
| Intrust Bank NA | 971 | $418.9K | 0.03% | +971 | New |
| PKS Advisory Services, LLC | 973 | $419.8K | 0.07% | +973 | New |
| Provenance Wealth Advisors, LLC | 973 | $419.8K | 0.04% | +691+245.0% | Added |
| Pine Valley Investments Ltd Liability Co | 978 | $422.1K | 0.02% | +978 | New |
| Rockland Trust Co | 983 | $424.1K | 0.02% | +983 | New |
| 55 North Private Wealth, LLC | 986 | $425.4K | 0.08% | +986 | New |
| Hudson Bay Capital Management LP | 990 | $427.1K | 0.00% | +990 | New |
| Creative Financial Designs Inc | 992 | $428.1K | 0.02% | +226+29.5% | Added |
| Elyxium Wealth, LLC | 994 | $428.9K | 0.05% | +994 | New |
| Flagship Private Wealth, LLC | 998 | $430.6K | 0.15% | −426−29.9% | Reduced |
| Albion Financial Group | 1,000 | $431.5K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,000 | $431.5K | 0.17% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,000 | $431.5K | 0.21% | +1,000 | New |
| Mustard Seed Financial, LLC | 1,000 | $431.5K | 0.22% | +1,000 | New |
| Z3 Capital Partners, LLC | 1,000 | $431.5K | 0.09% | +1,000 | New |
| Ancora Advisors, LLC | 1,002 | $432.3K | 0.01% | −1,809−64.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 876 | $433.2K | 0.02% | +876 | New |
| Archer Investment Corp | 1,004 | $433.2K | 0.08% | −964−49.0% | Reduced |
| Financial Futures Ltd Liability Co. | 1,005 | $433.6K | 0.17% | +1,005 | New |
| Choate Investment Advisors | 1,006 | $434.0K | 0.01% | +1,006 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,006 | $434.0K | 0.18% | +1,006 | New |
| Hengehold Capital Management LLC | 1,008 | $434.9K | 0.03% | +1,008 | New |
| Sonoma Allocations LLC | 999 | $435.6K | 0.18% | −298−23.0% | Reduced |
| Zhang Financial LLC | 1,010 | $435.6K | 0.01% | +1,010 | New |
| Amplius Wealth Advisors, LLC | 1,010 | $435.7K | 0.03% | +1,010 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 1,012 | $436.6K | 0.13% | −273−21.2% | Reduced |
| Bank of New Hampshire | 1,012 | $436.6K | 0.09% | +120+13.5% | Added |
| Cromwell Holdings LLC | 1,015 | $437.9K | 0.20% | 00.0% | Unchanged |
| Colonial Trust Co | 1,015 | $438.0K | 0.06% | −292−22.3% | Reduced |
| Wimmer Associates 1, LLC | 1,020 | $440.1K | 0.20% | +1,020 | New |
| Globeflex Capital L P | 1,021 | $440.5K | 0.06% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,025 | $442.2K | 0.25% | −9−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,030 | $444.4K | 0.02% | +1,030 | New |
| TRB Wealth Management, LLC | 1,030 | $444.4K | 0.06% | +1,030 | New |
| Cypress Wealth Services, LLC | 1,032 | $445.2K | 0.05% | −240−18.9% | Reduced |
| Schear Investment Advisers, LLC | 1,033 | $445.7K | 0.15% | +1,033 | New |
| Strive Financial Group ,LLC | 1,036 | $447.0K | 0.19% | +734+243.0% | Added |
| Retirement Planning Group | 1,041 | $449.2K | 0.01% | +1,041 | New |
| Langley Wealth Management, LLC | 1,044 | $450.3K | 0.44% | +1,044 | New |
| Salvus Wealth Management, LLC | 1,045 | $450.9K | 0.25% | +1,045 | New |
| Voisard Asset Management Group, Inc. | 1,045 | $450.9K | 0.09% | +1,045 | New |
| Register Financial Advisors LLC | 1,049 | $452.6K | 0.14% | +1,049 | New |
| Shoker Investment Counsel, Inc. | 1,052 | $454.0K | 0.11% | +1,052 | New |
| Global Trust Wealth Management LLC | 1,053 | $454.3K | 0.31% | +1,053 | New |
| Cypress Point Wealth Management, LLC | 1,054 | $454.8K | 0.09% | +1,054 | New |
| Addison Capital Co | 1,059 | $456.9K | 0.07% | −1,871−63.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,061 | $457.8K | 0.06% | −6−0.6% | Reduced |
| Private Wealth Partners, LLC | 1,061 | $457.8K | 0.03% | +1,061 | New |
| Ostrum Asset Management | 1,062 | $458.2K | 0.02% | −3,254−75.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,062 | $458.2K | 0.05% | +1,062 | New |
| LCM Capital Management Inc | 1,066 | $459.9K | 0.20% | +1,066 | New |
| GoalFusion Wealth Management, LLC | 1,067 | $460.4K | 0.19% | −333−23.8% | Reduced |
| Keel Point, LLC | 1,068 | $460.7K | 0.03% | −271−20.2% | Reduced |
| Ameriflex Group, Inc. | 1,070 | $461.7K | 0.19% | +219+25.7% | Added |
| Kerr Financial Planning Corp | 1,078 | $464.9K | 0.52% | +1+0.1% | Added |
| Fieldview Capital Management, LLC | 1,079 | $465.5K | 0.13% | −5,071−82.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,080 | $466.0K | 0.29% | −16−1.5% | Reduced |
| Green Harvest Asset Management LLC | 1,081 | $466.5K | 0.01% | +1,081 | New |
| Soltis Investment Advisors LLC | 1,089 | $470.0K | 0.03% | +1,089 | New |
| Vantus Wealth LLC | 1,093 | $471.6K | 0.25% | +1,093 | New |
| Midwest Trust Co | 1,094 | $472.0K | 0.01% | +1,094 | New |
| PW Nova Financial Services LLC | 1,095 | $472.4K | 0.10% | +1,095 | New |
| Silphium Asset Management Ltd | 1,100 | $474.6K | 0.16% | +1,100 | New |
| Owl Creek Wealth Partners LLC | 1,102 | $475.5K | 0.14% | +68+6.6% | Added |
| Murphy & Mullick Capital Management Corp | 1,109 | $478.5K | 0.30% | −70−5.9% | Reduced |
| Paragon Private Wealth Management, LLC | 1,109 | $478.6K | 0.12% | +1,109 | New |
| Personal Cfo Solutions, LLC | 1,109 | $478.7K | 0.07% | +1,109 | New |
| Fidelis Capital Partners, LLC | 1,111 | $479.4K | 0.03% | +1,111 | New |
| King Luther Capital Management Corp | 1,112 | $479.8K | 0.00% | +1,112 | New |
| Portside Wealth Group, LLC | 1,114 | $480.6K | 0.06% | +1,114 | New |
| Csenge Advisory Group | 1,116 | $481.4K | 0.02% | +1,116 | New |
| Global Assets Advisory, LLC | 1,126 | $483.1K | 0.11% | −24−2.1% | Reduced |
| Allen Capital Group, LLC | 1,127 | $486.3K | 0.04% | −525−31.8% | Reduced |
