| Arlington Financial Advisors, LLC | 784 | $220.5K | 0.03% | +784 | New |
| Powers Advisory Group, LLC | 783 | $220.2K | 0.07% | +783 | New |
| HFR Wealth Management, LLC | 783 | $220.2K | 0.05% | +783 | New |
| Amarillo National Bank | 782 | $219.9K | 0.04% | +782 | New |
| Balance Wealth, LLC | 781 | $219.8K | 0.06% | +781 | New |
| Brighton Securities Corp. | 781 | $219.6K | 0.09% | +781 | New |
| Heritage Investment Group, Inc. | 781 | $219.6K | 0.03% | +781 | New |
| Stillwater Capital Advisors, LLC | 780 | $219.3K | 0.02% | +780 | New |
| Beacon Financial Planning, Inc | 778 | $218.9K | 0.07% | +778 | New |
| River Wealth Advisors LLC | 778 | $218.9K | 0.02% | +778 | New |
| Aureus Asset Management, LLC | 778 | $218.8K | 0.01% | +778 | New |
| Kestra Investment Management, LLC | 776 | $218.3K | 0.00% | −260−25.1% | Reduced |
| Arkansas Financial Group, Inc. | 776 | $218.2K | 0.03% | +776 | New |
| MontVue Capital Management, Inc. | 775 | $217.9K | 0.13% | +775 | New |
| UMA Financial Services, Inc. | 775 | $217.8K | 0.03% | +121+18.5% | Added |
| Imprint Wealth LLC | 774 | $217.7K | 0.88% | 00.0% | Unchanged |
| Crane Advisory, LLC | 993 | $217.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 773 | $217.4K | 0.03% | +24+3.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 773 | $217.4K | 0.10% | −266−25.6% | Reduced |
| Benedict Financial Advisors Inc | 773 | $217.3K | 0.04% | +773 | New |
| Expressive Wealth LLC | 772 | $217.0K | 0.20% | +772 | New |
| CVFG LLC | 769 | $216.2K | 0.02% | −79−9.3% | Reduced |
| Clark & Stuart, Inc | 767 | $215.7K | 0.14% | +767 | New |
| West Financial Advisors, LLC | 766 | $215.4K | 0.03% | 00.0% | Unchanged |
| 25 LLC | 766 | $215.4K | 0.06% | +766 | New |
| Miller Capital Partners, Inc. | 765 | $215.1K | 0.08% | −345−31.1% | Reduced |
| MidAtlantic Capital Management, Inc. | 764 | $214.8K | 0.13% | +764 | New |
| Cannon Wealth Management Services, LLC | 763 | $214.7K | 0.12% | +763 | New |
| Spreng Capital Management, Inc. | 763 | $214.6K | 0.08% | +763 | New |
| Mitchell Capital Management Co | 762 | $214.3K | 0.03% | −9,966−92.9% | Reduced |
| FMA Wealth Management, LLC | 762 | $214.3K | 0.14% | +762 | New |
| Kerr Financial Planning Corp | 760 | $213.7K | 0.24% | +4+0.5% | Added |
| Eagle Global Advisors LLC | 760 | $213.6K | 0.01% | +760 | New |
| Matrix Asset Advisors Inc | 755 | $212.4K | 0.02% | +755 | New |
| Riverstone Advisors, LLC | 755 | $212.3K | 0.09% | +755 | New |
| Financial Life Planners | 754 | $212.1K | 0.14% | +4+0.5% | Added |
| Sandhill Capital Partners LLC | 753 | $211.8K | 0.02% | +753 | New |
| Concorde Asset Management, LLC | 753 | $211.8K | 0.12% | +753 | New |
| Denver Wealth Management, Inc. | 752 | $211.4K | 0.06% | −343−31.3% | Reduced |
| Silver Oak Advisory Group, Inc. | 753 | $211.0K | 0.08% | +753 | New |
| Crestmont Private Wealth LLC | 750 | $210.9K | 0.06% | +750 | New |
| Taylor Hoffman Capital Management LLC | 749 | $210.6K | 0.05% | +749 | New |
| Rede Wealth, LLC | 747 | $210.1K | 0.07% | +747 | New |
| Truefg, LLC | 746 | $209.8K | 0.05% | +746 | New |
| Alan B. Lancz & Associates, Inc. | 746 | $209.8K | 0.18% | +746 | New |
| Symphony Financial Services, Inc. | 744 | $209.3K | 0.09% | +744 | New |
| Schrum Private Wealth Management LLC | 1,208 | $208.9K | 0.21% | +13+1.1% | Added |
| Uptown Financial Advisors LLC | 743 | $208.9K | 0.15% | +743 | New |
| Zevin Asset Management LLC | 742 | $208.7K | 0.03% | +742 | New |
| Index Fund Advisors, Inc. | 741 | $208.4K | 0.01% | +741 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 740 | $208.1K | 0.17% | +740 | New |
| Matters Capital LLC | 740 | $208.1K | 0.15% | +740 | New |
| John Boyer, Inc. | 741 | $208.1K | 0.18% | +741 | New |
| Cura Wealth Advisors, LLC | 740 | $208.1K | 0.09% | +740 | New |
| Safeguard Investment Advisory Group, LLC | 739 | $207.9K | 0.05% | +739 | New |
| Pension & Wealth Management Advisors, Inc. | 738 | $207.6K | 0.06% | +2+0.3% | Added |
| BNC Wealth Management, LLC | 738 | $207.5K | 0.05% | +738 | New |
| St. Louis Trust Co | 5,112 | $207.1K | 0.06% | 00.0% | Unchanged |
| DDD Partners, LLC | 735 | $206.7K | 0.01% | +735 | New |
| Adelphi Trust Co | 734 | $206.4K | 0.14% | +734 | New |
| Advisory Advocates, LLC | 732 | $205.8K | 0.18% | +732 | New |
| Concentrum Wealth Management | 732 | $205.7K | 0.05% | +732 | New |
| Sage Rhino Capital LLC | 731 | $205.6K | 0.03% | −190−20.6% | Reduced |
| Turner Financial Group, Inc. | 731 | $205.5K | 0.20% | +731 | New |
| Omnia Family Wealth, LLC | 730 | $205.3K | 0.06% | +730 | New |
| HMV Wealth Advisors, LLC | 730 | $205.3K | 0.08% | +730 | New |
| Total Investment Management Inc | 917 | $205.1K | 0.02% | −94−9.3% | Reduced |
| waypoint wealth counsel | 729 | $205.0K | 0.13% | +729 | New |
| Vista Investment Partners LLC | 729 | $205.0K | 0.05% | −3,856−84.1% | Reduced |
| Summit Financial Strategies, Inc. | 729 | $205.0K | 0.01% | +729 | New |
| Hidden Cove Wealth Management, LLC | 727 | $204.4K | 0.11% | +727 | New |
| Sar Wealth Management Group, LLC | 727 | $204.3K | 0.10% | +727 | New |
| ShoreHaven Wealth Partners, LLC | 726 | $204.2K | 0.06% | +726 | New |
| McDonough Capital Management, Inc | 725 | $204.0K | 0.10% | +725 | New |
| Darden Wealth Group Inc | 725 | $203.9K | 0.08% | −184−20.2% | Reduced |
| Northstar Asset Management Inc | 723 | $203.3K | 0.06% | +723 | New |
| RFG - Bristol Wealth Advisors, LLC | 723 | $203.3K | 0.05% | +723 | New |
| Diversified Portfolios, Inc. | 722 | $203.0K | 0.01% | +722 | New |
| Integrity Financial Corp | 721 | $202.8K | 0.10% | −1,876−72.2% | Reduced |
| JNBA Financial Advisors | 720 | $202.5K | 0.02% | +35+5.1% | Added |
| Good Steward Wealth Advisors,LLC | 720 | $202.5K | 0.12% | +720 | New |
| William Mack & Associates, Inc. | 719 | $202.3K | 0.07% | +719 | New |
| VARCOV Co. | 719 | $202.2K | 0.08% | +719 | New |
| Private Client Services, LLC | 718 | $202.0K | 0.05% | +718 | New |
| Ducere Wealth Management LLC | 718 | $202.0K | 0.06% | +718 | New |
| Dock Street Asset Management Inc | 718 | $201.9K | 0.02% | −256−26.3% | Reduced |
| Richard P Slaughter Associates Inc | 717 | $201.5K | 0.04% | +717 | New |
| Royal Capital Wealth Management, LLC | 715 | $201.1K | 0.11% | +715 | New |
| apricus wealth, LLC | 715 | $201.1K | 0.10% | +715 | New |
| Lauterbach Financial Advisors, LLC | 714 | $200.8K | 0.09% | +714 | New |
| Carbahal Olsen Financial Services Group, LLC | 713 | $200.5K | 0.14% | +713 | New |
| Bruce G. Allen Investments, LLC | 710 | $199.7K | 0.13% | +8+1.1% | Added |
| MPWM Advisory Solutions, LLC | 710 | $199.6K | 0.09% | +1+0.1% | Added |
| Founders Capital Management | 700 | $196.8K | 0.09% | −501−41.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 700 | $196.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 696 | $195.7K | 0.03% | −31,443−97.8% | Reduced |
| Burk Holdings LLC | 691 | $194.3K | 0.07% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 684 | $192.5K | 0.16% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 684 | $192.3K | 0.16% | −1−0.1% | Reduced |
| Owl Creek Wealth Partners LLC | 673 | $189.3K | 0.06% | +140+26.3% | Added |
