| Blalock Williams, LLC | 529 | $262.3K | 0.20% | +19+3.7% | Added |
| Howard Capital Management Group, LLC | 528 | $261.8K | 0.02% | −42−7.4% | Reduced |
| Summitry LLC | 528 | $261.6K | 0.01% | −26−4.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 526 | $260.8K | 0.03% | +14+2.7% | Added |
| Sunpointe, LLC | 525 | $260.3K | 0.09% | +525 | New |
| Second Half Financial Partners, LLC | 523 | $259.3K | 0.12% | −137−20.8% | Reduced |
| National Wealth Management Group, LLC | 523 | $259.3K | 0.10% | −16−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 522 | $258.8K | 0.06% | −12−2.2% | Reduced |
| JGP Wealth Management, LLC | 521 | $258.3K | 0.03% | +4+0.8% | Added |
| Fiduciary Wealth Partners, LLC | 520 | $257.7K | 0.17% | −23−4.2% | Reduced |
| Finward Bancorp | 517 | $256.3K | 0.20% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 516 | $255.8K | 0.39% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 515 | $255.3K | 0.04% | +19+3.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 515 | $255.3K | 0.09% | −45−8.0% | Reduced |
| Sunbelt Securities, Inc. | 515 | $255.1K | 0.02% | +155+43.1% | Added |
| Silver Grove Financial Group, Inc. | 513 | $254.3K | 0.20% | +513 | New |
| Fragasso Group Inc. | 507 | $253.5K | 0.02% | +507 | New |
| Aspiriant, LLC | 511 | $253.3K | 0.01% | −58−10.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 511 | $253.3K | 0.15% | +21+4.3% | Added |
| Beacon Capital Management, LLC | 511 | $253.2K | 0.04% | −2−0.4% | Reduced |
| Dillon & Associates Inc | 511 | $253.0K | 0.03% | +3+0.6% | Added |
| Consilio Wealth Advisors, LLC | 510 | $252.9K | 0.07% | +510 | New |
| ABLE Financial Group, LLC | 510 | $252.8K | 0.05% | −133−20.7% | Reduced |
| KLCM Advisors, Inc. | 510 | $252.8K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 510 | $252.8K | 0.03% | +510 | New |
| Legacy Wealth Advisors, LLC | 510 | $252.8K | 0.13% | +510 | New |
| Shepherd Financial Partners LLC | 509 | $252.5K | 0.02% | −2−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 509 | $252.3K | 0.01% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 508 | $251.8K | 0.12% | +508 | New |
| Canal Capital Management, LLC | 507 | $251.4K | 0.03% | +507 | New |
| Advisory Advocates, LLC | 507 | $251.3K | 0.26% | −22−4.2% | Reduced |
| Omega Financial Group, LLC | 506 | $250.9K | 0.08% | −5−1.0% | Reduced |
| Renaissance Group LLC | 505 | $250.4K | 0.01% | −150−22.9% | Reduced |
| Zacks Investment Management | 502 | $248.9K | 0.00% | −4−0.8% | Reduced |
| Prosperity Bancshares Inc | 502 | $248.9K | 0.20% | +131+35.3% | Added |
| Westmount Partners, LLC | 500 | $248.0K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 500 | $247.9K | 0.05% | −236−32.1% | Reduced |
| Pura Vida Investments, LLC | 500 | $247.9K | 1.67% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 500 | $247.9K | 0.08% | +500 | New |
| Defined Wealth Management, LLC | 500 | $247.9K | 0.15% | +500 | New |
| Cherry Creek Investment Advisors, Inc. | 499 | $247.5K | 0.11% | +1+0.2% | Added |
| GSG Advisors LLC | 498 | $246.9K | 0.06% | +498 | New |
| Gold Investment Management Ltd. | 495 | $245.4K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 494 | $244.9K | 0.06% | 00.0% | Unchanged |
| Brave Asset Management Inc | 494 | $244.9K | 0.06% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 494 | $244.9K | 0.10% | +41+9.1% | Added |
| Ninepoint Partners LP | 492 | $243.9K | 0.03% | +492 | New |
| Alteri Wealth LLC | 492 | $243.8K | 0.08% | +492 | New |
| First Western Trust Bank | 491 | $243.4K | 0.01% | +9+1.9% | Added |
| Ewa, LLC | 489 | $242.6K | 0.06% | +489 | New |
| Flywheel Private Wealth LLC | 489 | $242.4K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 488 | $242.0K | 0.03% | +488 | New |
| Portland Global Advisors LLC | 488 | $241.9K | 0.03% | −85−14.8% | Reduced |
| Warwick Investment Management, Inc. | 487 | $241.7K | 0.04% | +487 | New |
| Canvas Wealth Advisors, LLC | 487 | $241.4K | 0.04% | +487 | New |
| WPG Advisers, LLC | 486 | $240.9K | 0.18% | −38−7.3% | Reduced |
| GSB Wealth Management, LLC | 486 | $240.8K | 0.05% | +13+2.7% | Added |
| Parsonex Advisory Services, Inc. | 485 | $240.4K | 0.24% | −1,161−70.5% | Reduced |
| LeConte Wealth Management, LLC | 485 | $240.4K | 0.16% | +485 | New |
| Hill Island Financial LLC | 485 | $240.3K | 0.06% | +485 | New |
| Tranquility Partners, LLC | 483 | $239.5K | 0.09% | +483 | New |
| Regal Investment Advisors LLC | 482 | $238.9K | 0.01% | +482 | New |
| JB Capital LLC | 481 | $238.6K | 0.01% | +4+0.8% | Added |
| Heritage Family Offices, LLP | 481 | $238.5K | 0.11% | +481 | New |
| FreeGulliver LLC | 481 | $238.5K | 0.10% | +481 | New |
| Power Wealth Management LLC | 479 | $237.5K | 0.09% | −59−11.0% | Reduced |
| Cardiff Park Advisors, LLC | 479 | $237.5K | 0.02% | +479 | New |
| Flatrock Wealth Partners LLC | 478 | $237.1K | 0.11% | +478 | New |
| Crawford Investment Counsel Inc | 478 | $237.0K | 0.00% | −20−4.0% | Reduced |
| Mayport, LLC | 478 | $236.8K | 0.04% | −26−5.2% | Reduced |
| Global Financial Private Client, LLC | 477 | $236.5K | 0.08% | +477 | New |
| OneAscent Family Office, LLC | 476 | $236.2K | 0.16% | +476 | New |
| Code Waechter LLC | 476 | $236.0K | 0.14% | −13−2.7% | Reduced |
| American Trust | 475 | $235.5K | 0.02% | −43−8.3% | Reduced |
| Clune & Associates, Ltd. | 475 | $235.4K | 0.04% | −16−3.3% | Reduced |
| GenTrust, LLC | 474 | $235.0K | 0.01% | +474 | New |
| RiverFront Investment Group, LLC | 473 | $234.5K | 0.00% | +473 | New |
| Acorn Creek Capital LLC | 469 | $232.6K | 0.08% | +469 | New |
| Wealth Management Associates, Inc. | 468 | $232.0K | 0.08% | +468 | New |
| Auxano Advisors, LLC | 467 | $231.5K | 0.05% | +467 | New |
| Tilia Fiduciary Partners, Inc. | 467 | $231.5K | 0.13% | +467 | New |
| Sage Rhino Capital LLC | 466 | $231.0K | 0.04% | +466 | New |
| Lionshead Wealth Management, LLC | 466 | $231.0K | 0.17% | +466 | New |
| Tradewinds, LLC. | 453 | $230.1K | 0.07% | +453 | New |
| EJMK Ventures LLC | 464 | $230.1K | 0.13% | +464 | New |
| Argent Advisors, Inc. | 463 | $229.5K | 0.06% | +463 | New |
| Pine Valley Investments Ltd Liability Co | 463 | $229.5K | 0.01% | +463 | New |
| Capital Advisors, Ltd. LLC | 462 | $229.0K | 0.03% | +27+6.2% | Added |
| 49 Wealth Management, LLC | 461 | $228.8K | 0.02% | +461 | New |
| Mill Creek Capital Advisors, LLC | 461 | $228.5K | 0.00% | +461 | New |
| Knightsbridge Asset Management, LLC | 460 | $228.1K | 0.03% | +460 | New |
| Holistic Financial Partners | 460 | $228.1K | 0.08% | +460 | New |
| Evansbrook LLC | 459 | $227.6K | 0.15% | +459 | New |
| Arta Finance Wealth Management LLC | 459 | $227.6K | 0.11% | +459 | New |
| Clear Wave Wealth Management LLC | 458 | $227.1K | 0.06% | +458 | New |
| Pine Harbor Wealth Management, LLC | 457 | $226.5K | 0.07% | +457 | New |
| LMCG Investments, LLC | 456 | $226.1K | 0.01% | +456 | New |
| Florida Financial Advisors, LLC | 452 | $224.7K | 0.05% | +452 | New |
| AXS Investments LLC | 451 | $223.6K | 0.09% | −184−29.0% | Reduced |
| Fortune Financial Advisors, LLC | 450 | $223.3K | 0.11% | +450 | New |
