| Sightline Wealth Advisors, LLC | 485 | $206.7K | 0.08% | +485 | New |
| Commonwealth Retirement Investments LLC | 485 | $206.7K | 0.06% | +485 | New |
| Papp L Roy & Associates | 486 | $207.1K | 0.02% | +486 | New |
| GEM Asset Management, LLC | 488 | $207.9K | 0.08% | +488 | New |
| Money Concepts Capital Corp | 489 | $208.4K | 0.01% | +489 | New |
| Investment Partners Asset Management, Inc. | 489 | $208.4K | 0.12% | +489 | New |
| Human Investing LLC | 490 | $208.6K | 0.03% | +490 | New |
| Keating Financial Advisory Services, Inc. | 491 | $209.2K | 0.03% | +43+9.6% | Added |
| Allied Investment Advisors, LLC | 491 | $209.2K | 0.03% | +491 | New |
| Phillips Financial Management, LLC | 493 | $210.1K | 0.02% | +493 | New |
| Cherrydale Wealth Management, LLC | 493 | $210.2K | 0.06% | +493 | New |
| Winthrop Advisory Group LLC | 493 | $210.2K | 0.01% | +493 | New |
| Marble Wealth, LLC | 494 | $210.5K | 0.03% | +494 | New |
| Cetera Trust Company, N.A | 498 | $212.2K | 0.11% | −75−13.1% | Reduced |
| Stonekeep Investments, LLC | 500 | $213.0K | 0.12% | +500 | New |
| bLong Financial, LLC | 500 | $213.1K | 0.14% | +500 | New |
| WMS Group LLC | 500 | $213.1K | 0.27% | +500 | New |
| Alessandra Capital Management, LLC | 500 | $213.1K | 0.15% | +500 | New |
| K.J. Harrison & Partners Inc | 505 | $215.2K | 0.03% | −4,000−88.8% | Reduced |
| Harold Davidson & Associates Inc. | 505 | $215.2K | 0.09% | +505 | New |
| Defined Wealth Management, LLC | 508 | $216.5K | 0.11% | +508 | New |
| Nicholson Wealth Management Group, LLC | 508 | $216.5K | 0.13% | +508 | New |
| Second Line Capital, LLC | 509 | $216.7K | 0.04% | −4−0.8% | Reduced |
| Kapstone Financial Advisors LLC | 509 | $216.9K | 0.09% | +509 | New |
| August Group Capital Ltd | 510 | $217.3K | 0.24% | −53−9.4% | Reduced |
| Global Assets Advisory, LLC | 522 | $217.4K | 0.05% | −6−1.1% | Reduced |
| Sapient Capital LLC | 511 | $217.7K | 0.00% | −1,228−70.6% | Reduced |
| Gleason Group, Inc. | 514 | $219.0K | 0.02% | +32+6.6% | Added |
| Drucker Wealth 3.0, LLC | 514 | $219.1K | 0.03% | +514 | New |
| Stonebridge Financial Group, LLC | 515 | $219.4K | 0.15% | +515 | New |
| Bellwether Advisors, LLC | 515 | $219.5K | 0.03% | −348−40.3% | Reduced |
| NTV Asset Management LLC | 516 | $219.9K | 0.02% | +516 | New |
| Twin Peaks Wealth Advisors, LLC | 518 | $220.6K | 0.05% | +67+14.9% | Added |
| Huntleigh Advisors, Inc. | 520 | $221.6K | 0.03% | +520 | New |
| Kelly Financial Services LLC | 520 | $221.7K | 0.05% | −44−7.8% | Reduced |
| DWM Financial Group, Inc. | 697 | $222.0K | 0.20% | +697 | New |
| Clear Wave Wealth Management LLC | 521 | $222.0K | 0.05% | +521 | New |
| Cahill Financial Advisors Inc | 523 | $222.7K | 0.02% | +523 | New |
| Vaquero Private Wealth, Ltd | 523 | $222.9K | 0.05% | +523 | New |
| Millennium Capital Advisors, LLC | 523 | $222.9K | 0.12% | +523 | New |
| Sunburst Financial Group, LLC | 524 | $223.3K | 0.04% | +524 | New |
| Goepper Burkhardt LLC | 525 | $223.7K | 0.07% | −164−23.8% | Reduced |
| Principal Street Partners, LLC | 525 | $223.8K | 0.03% | +525 | New |
| Westside Investment Management, Inc. | 526 | $224.1K | 0.03% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 527 | $224.6K | 0.18% | +527 | New |
| Black Diamond Financial, LLC | 528 | $225.0K | 0.02% | −64−10.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 528 | $225.0K | 0.03% | −69−11.6% | Reduced |
| Parvin Asset Management, LLC | 530 | $225.8K | 0.18% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 530 | $225.8K | 0.02% | +7+1.3% | Added |
| TCI Wealth Advisors, Inc. | 530 | $225.8K | 0.01% | +530 | New |
| Emerald Advisors, LLC | 530 | $225.9K | 0.03% | +530 | New |
| Master's Wealth Management Inc. | 530 | $226.0K | 0.07% | +530 | New |
| Consilio Wealth Advisors, LLC | 530 | $226.1K | 0.05% | +530 | New |
| WMG Financial Advisors, LLC | 532 | $226.7K | 0.09% | +532 | New |
| Investment Advisory Group, LLC | 532 | $226.7K | 0.05% | +532 | New |
| Trust Co of the South | 533 | $227.1K | 0.03% | +533 | New |
| Texas Bank & Trust Co | 533 | $227.1K | 0.07% | +533 | New |
| Smith Thornton Advisors LLC | 565 | $227.6K | 0.10% | +565 | New |
| Parisi Gray Wealth Management | 535 | $228.0K | 0.05% | +535 | New |
| Tobias Financial Advisors, Inc. | 536 | $228.4K | 0.03% | +536 | New |
| Avenir Corp | 537 | $228.8K | 0.03% | +537 | New |
| Princeton Capital Management LLC | 537 | $228.8K | 0.05% | +537 | New |
| Legacy Wealth Managment, LLC | 538 | $229.3K | 0.09% | +237+78.7% | Added |
| Sound Income Strategies, LLC | 538 | $229.4K | 0.01% | −821−60.4% | Reduced |
| RS Crum Inc. | 539 | $229.7K | 0.04% | +539 | New |
| O'Brien Greene & Co. Inc | 539 | $229.7K | 0.06% | +539 | New |
| Avenue 1 Advisors, LLC | 539 | $229.7K | 0.06% | +539 | New |
| First Fiduciary Investment Counsel, Inc. | 540 | $230.0K | 0.04% | +540 | New |
| Traveka Wealth, LLC | 540 | $230.0K | 0.08% | +540 | New |
| MinichMacGregor Wealth Management, LLC | 541 | $230.9K | 0.04% | −74−12.0% | Reduced |
| Cottage Street Advisors LLC | 542 | $231.0K | 0.09% | −54−9.1% | Reduced |
| Covington Investment Advisors Inc. | 542 | $231.0K | 0.03% | +542 | New |
| Plante Moran Financial Advisors, LLC | 542 | $231.1K | 0.01% | −662−55.0% | Reduced |
| Ascension Capital Advisors, Inc. | 544 | $231.8K | 0.07% | −80−12.8% | Reduced |
| Integrity Financial Corp | 544 | $231.8K | 0.11% | +544 | New |
| Auxier Asset Management | 544 | $231.8K | 0.03% | +544 | New |
| 626 Financial, LLC | 545 | $232.0K | 0.09% | +545 | New |
| Smith Chas P & Associates Pa Cpas | 545 | $232.3K | 0.01% | +545 | New |
| Holistic Planning, LLC | 546 | $232.6K | 0.04% | +546 | New |
| Orca Wealth Management, LLC | 546 | $232.9K | 0.14% | +546 | New |
| Marion Wealth Management | 547 | $233.1K | 0.05% | +547 | New |
| Clay Northam Wealth Management, LLC | 550 | $234.4K | 0.12% | +550 | New |
| Financial Partners Group, Inc | 551 | $234.6K | 0.02% | +551 | New |
| Haven Private, LLC | 551 | $234.8K | 0.09% | −26−4.5% | Reduced |
| ASL Financial, LLC | 551 | $234.8K | 0.17% | +551 | New |
| Evolve Private Wealth, LLC | 550 | $234.9K | 0.01% | −4,197−88.4% | Reduced |
| Truvestments Capital LLC | 552 | $235.1K | 0.03% | −17−3.0% | Reduced |
| Empire Financial Management Company, LLC | 552 | $235.2K | 0.09% | −1,015−64.8% | Reduced |
| West Branch Capital LLC | 553 | $235.6K | 0.05% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 553 | $236.0K | 0.01% | −26−4.5% | Reduced |
| Opus Capital Group, LLC | 555 | $236.0K | 0.02% | +555 | New |
| Centiva Capital, LP | 554 | $236.1K | 0.01% | +554 | New |
| B.O.S.S. Retirement Advisors, LLC | 555 | $236.5K | 0.06% | −148−21.1% | Reduced |
| Stokes Capital Advisors, LLC | 556 | $236.9K | 0.05% | −32−5.4% | Reduced |
| Oarsman Capital, Inc. | 556 | $236.9K | 0.03% | −27−4.6% | Reduced |
| Old North State Trust, LLC | 558 | $238.0K | 0.12% | −45−7.5% | Reduced |
| Schrum Private Wealth Management LLC | 718 | $238.4K | 0.24% | −185−20.5% | Reduced |
| Wood Tarver Financial Group, LLC | 562 | $239.0K | 0.06% | 00.0% | Unchanged |
| Meredith Wealth Planning | 561 | $239.1K | 0.06% | 00.0% | Unchanged |
| Sierra Capital LLC | 561 | $239.1K | 0.02% | −3−0.5% | Reduced |
