| Zhang Financial LLC | 106 | $210.1K | 0.01% | +106 | New |
| Prevail Innovative Wealth Advisors, LLC | 106 | $210.1K | 0.03% | +106 | New |
| Journey Retirement Planning & Investment Management LLC | 106 | $210.1K | 0.16% | +106 | New |
| Jacobi Capital Management LLC | 106 | $210.7K | 0.01% | −43−28.9% | Reduced |
| Phillips Financial Management, LLC | 107 | $212.1K | 0.02% | +107 | New |
| SmartHarvest Portfolios, LLC | 107 | $212.1K | 0.07% | +107 | New |
| Elyxium Wealth, LLC | 107 | $212.6K | 0.02% | +107 | New |
| Fortitude Family Office, LLC | 108 | $214.1K | 0.04% | +73+208.6% | Added |
| Terra Nova Asset Management LLC | 108 | $214.1K | 0.13% | +108 | New |
| J. M. Brown & Associates Inc. | 108 | $214.6K | 0.12% | +108 | New |
| Traveka Wealth, LLC | 109 | $216.0K | 0.07% | +109 | New |
| Defiance ETFs, LLC | 116 | $216.4K | 0.00% | +116 | New |
| Fiduciary Alliance LLC | 110 | $217.9K | 0.01% | −12−9.8% | Reduced |
| Amplius Wealth Advisors, LLC | 110 | $218.0K | 0.02% | +110 | New |
| Advisors Capital Management, LLC | 110 | $218.2K | 0.00% | +110 | New |
| Linscomb & Williams, Inc. | 110 | $218.4K | 0.01% | +110 | New |
| Flputnam Investment Management Co | 111 | $220.0K | 0.00% | +111 | New |
| CMC Financial Group | 112 | $222.0K | 0.43% | +112 | New |
| Goelzer Investment Management, Inc. | 112 | $222.0K | 0.01% | +112 | New |
| Pinnacle Wealth Planning Services, Inc. | 113 | $224.0K | 0.02% | −11−8.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 113 | $224.0K | 0.00% | +113 | New |
| Swiss Re Ltd | 114 | $225.9K | 0.02% | +93+442.9% | Added |
| Conning Inc. | 114 | $225.9K | 0.01% | +114 | New |
| Cary Street Partner Investment Advisory LLC | 114 | $225.9K | 0.05% | +114 | New |
| Focused Wealth Management, Inc | 114 | $226.0K | 0.02% | +114 | New |
| Nilsine Partners, LLC | 115 | $227.9K | 0.02% | +115 | New |
| Empower Advisory Group, LLC | 115 | $227.9K | 0.00% | +115 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,156 | $228.5K | 0.07% | +2,580+447.9% | Added |
| Quent Capital, LLC | 116 | $229.9K | 0.01% | +11+10.5% | Added |
| Elm3 Financial Group, LLC | 116 | $229.9K | 0.16% | +116 | New |
| Claret Asset Management Corp | 116 | $230.0K | 0.02% | −311−72.8% | Reduced |
| Wayfinding Financial, LLC | 116 | $231.0K | 0.09% | +116 | New |
| McAdam, LLC | 117 | $231.5K | 0.01% | +117 | New |
| Guardian Asset Advisors, LLC | 117 | $231.9K | 0.11% | +117 | New |
| Thrive Wealth Management, LLC | 118 | $233.9K | 0.03% | +118 | New |
| Cullen/Frost Bankers, Inc. | 118 | $234.2K | 0.00% | −30−20.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 119 | $235.8K | 0.11% | +119 | New |
| Aprio Wealth Management, LLC | 119 | $235.9K | 0.01% | +119 | New |
| Income Insurance Ltd | 120 | $237.8K | 0.14% | +120 | New |
| Huntington National Bank | 120 | $237.8K | 0.00% | +15+14.3% | Added |
| Kanen Wealth Management LLC | 121 | $239.8K | 0.06% | +121 | New |
| SkyOak Wealth, LLC | 121 | $239.8K | 0.04% | +121 | New |
| Gemmer Asset Management LLC | 122 | $241.8K | 0.02% | +122 | New |
| BlueSky Wealth Advisors, LLC | 123 | $243.8K | 0.03% | −64−34.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 123 | $243.8K | 0.03% | +123 | New |
| Glass Jacobson Investment Advisors llc | 123 | $244.0K | 0.08% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 145 | $244.1K | 0.18% | −3−2.0% | Reduced |
| Falcon Wealth Planning | 124 | $246.4K | 0.02% | −38−23.5% | Reduced |
| Principal Street Partners, LLC | 126 | $249.7K | 0.04% | +126 | New |
| Petredis Investment Advisors LLC | 126 | $249.7K | 0.02% | +126 | New |
| Cooper Financial Group | 127 | $251.7K | 0.02% | −39−23.5% | Reduced |
| Strategic Investment Solutions, Inc. | 127 | $251.7K | 0.06% | +126+12,600.0% | Added |
| Alta Advisers Ltd | 127 | $251.7K | 0.06% | +127 | New |
| Narus Financial Partners, LLC | 128 | $253.7K | 0.07% | −25−16.3% | Reduced |
| BCJ Capital Management, LLC | 129 | $255.8K | 0.01% | +129 | New |
| Pacific Excel Wealth Advisors, Inc. | 129 | $256.6K | 0.10% | +129 | New |
| Heritage Family Offices, LLP | 129 | $256.6K | 0.10% | +129 | New |
| Gladstone Capital Management LLP | 130 | $257.7K | 0.03% | +130 | New |
| Fermata Advisors, LLC | 130 | $257.7K | 0.05% | +130 | New |
| Wiregrass Investment Management LLC | 130 | $257.7K | 0.18% | +130 | New |
| Foundations Investment Advisors, LLC | 130 | $257.7K | 0.00% | +130 | New |
| E Fund Management Co., Ltd. | 132 | $261.6K | 0.01% | +132 | New |
| F/M Investments LLC | 135 | $262.6K | 0.01% | −53−28.2% | Reduced |
| VisionPoint Advisory Group, LLC | 133 | $263.6K | 0.04% | −100−42.9% | Reduced |
| Ascent Group, LLC | 133 | $263.6K | 0.01% | +133 | New |
| MASTERINVEST Kapitalanlage GmbH | 133 | $263.6K | 0.02% | +133 | New |
| Baron Wealth Management LLC | 134 | $265.6K | 0.07% | +134 | New |
| Evergreen Wealth Solutions, LLC | 154 | $266.3K | 0.01% | −2−1.3% | Reduced |
| Mill Capital Management, LLC | 135 | $267.6K | 0.02% | +135 | New |
| TRB Wealth Management, LLC | 135 | $267.6K | 0.04% | +135 | New |
| Empirical Asset Management, LLC | 135 | $267.7K | 0.06% | +135 | New |
| Fragasso Group Inc. | 136 | $269.5K | 0.01% | +136 | New |
| BCS Wealth Management | 136 | $269.5K | 0.05% | +136 | New |
| Persistent Asset Partners Ltd | 136 | $269.5K | 0.09% | +136 | New |
| R Squared Ltd | 137 | $271.5K | 0.14% | −228−62.5% | Reduced |
| Camarda Financial Advisors, LLC | 139 | $275.5K | 0.08% | +139 | New |
| Empire Financial Management Company, LLC | 140 | $277.5K | 0.11% | −10−6.7% | Reduced |
| Crewe Advisors LLC | 140 | $277.5K | 0.02% | +76+118.8% | Added |
| HBW Advisory Services LLC | 141 | $279.3K | 0.03% | +141 | New |
| Avid Wealth Partners LLC | 141 | $279.5K | 0.14% | −29−17.1% | Reduced |
| Kelman-Lazarov, Inc. | 141 | $279.5K | 0.04% | +141 | New |
| Mosaic Family Wealth Partners, LLC | 141 | $279.5K | 0.02% | +141 | New |
| BTG Pactual Asset Management US LLC | 142 | $281.4K | 0.02% | +142 | New |
| Keel Point, LLC | 144 | $285.4K | 0.02% | +144 | New |
| Sovereign Financial Group, Inc. | 145 | $287.4K | 0.04% | +145 | New |
| Central Trust Co | 146 | $289.4K | 0.01% | +113+342.4% | Added |
| HBE Wealth Management, LLC | 146 | $289.4K | 0.21% | +146 | New |
| CWA Asset Management Group, LLC | 146 | $289.4K | 0.01% | +146 | New |
| Texas Capital Bank Wealth Management Services Inc | 146 | $290.3K | 0.02% | +146 | New |
| Tanager Wealth Management LLP | 148 | $293.3K | 0.03% | +148 | New |
| Perennial Investment Advisors, LLC | 148 | $294.0K | 0.02% | +148 | New |
| Summitry LLC | 149 | $295.3K | 0.01% | +149 | New |
| Silver Coast Investments LLC | 150 | $297.3K | 0.09% | −98−39.5% | Reduced |
| JDH Wealth Management, LLC | 150 | $297.3K | 0.18% | −2−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 150 | $297.3K | 0.03% | +150 | New |
| Smartleaf Asset Management LLC | 153 | $298.2K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 152 | $301.3K | 0.24% | −11−6.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 152 | $301.3K | 0.06% | +152 | New |
| Apella Capital, LLC | 182 | $306.4K | 0.00% | +182 | New |
| Accredited Investors Inc. | 155 | $307.2K | 0.01% | 00.0% | Unchanged |
