| Garton & Associates Financial Advisors LLC | 380 | $183.4K | 0.10% | +380 | New |
| Camelot Portfolios, LLC | 381 | $184.4K | 0.11% | −24−5.9% | Reduced |
| Navalign, LLC | 382 | $184.8K | 0.05% | +382 | New |
| Rowland & Co Investment Counsel | 382 | $185.2K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 386 | $186.9K | 0.09% | +2+0.5% | Added |
| BXM Wealth LLC | 41,984 | $187.8K | 0.14% | +41,336+6,379.0% | Added |
| Aventura Private Wealth, LLC | 391 | $189.2K | 0.07% | −47−10.7% | Reduced |
| Winthrop Capital Management, LLC | 394 | $190.0K | 0.04% | −96−19.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 396 | $191.7K | 0.14% | +1+0.3% | Added |
| Covestor Ltd | 396 | $192.0K | 0.10% | +16+4.2% | Added |
| DJE Kapital AG | 400 | $193.5K | 0.01% | +400 | New |
| Adkins Seale Capital Management LLC | 400 | $193.5K | 0.19% | +400 | New |
| Park Place Capital Corp | 405 | $195.9K | 0.04% | −5−1.2% | Reduced |
| SHP Wealth Management | 411 | $198.8K | 0.02% | +411 | New |
| Godsey & Gibb Associates | 413 | $199.8K | 0.02% | +8+2.0% | Added |
| Red Cedar Investment Management, LLC | 414 | $200.2K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 414 | $200.2K | 0.02% | +6+1.5% | Added |
| Berry Wealth Group, LP | 415 | $200.6K | 0.70% | +415 | New |
| First United Bank Trust | 415 | $200.7K | 0.06% | −50−10.8% | Reduced |
| Opus Capital Group, LLC | 415 | $201.0K | 0.02% | −75−15.3% | Reduced |
| Lifestyle Asset Management, Inc. | 417 | $201.7K | 0.07% | −79−15.9% | Reduced |
| Trustmark National Bank Trust Department | 417 | $201.7K | 0.01% | −25−5.7% | Reduced |
| WealthBridge Capital Management, LLC | 417 | $201.7K | 0.05% | +1+0.2% | Added |
| Integrity Financial Corp | 417 | $201.7K | 0.10% | −28−6.3% | Reduced |
| Hamilton Capital, LLC | 417 | $201.9K | 0.01% | +417 | New |
| Bernardo Wealth Planning LLC | 419 | $202.4K | 0.04% | +1+0.2% | Added |
| Providence Wealth Advisors, LLC | 397 | $202.5K | 0.13% | +397 | New |
| LeClair Wealth Partners LLC | 419 | $202.7K | 0.12% | −5−1.2% | Reduced |
| J. Derek Lewis & Associates Inc. | 419 | $202.7K | 0.05% | +419 | New |
| Crewe Advisors LLC | 420 | $203.1K | 0.02% | +1+0.2% | Added |
| Old Second National Bank of Aurora | 422 | $204.1K | 0.04% | −23−5.2% | Reduced |
| Wealth Architects, LLC | 422 | $204.1K | 0.02% | −11−2.5% | Reduced |
| Asset One Wealth Management LLC | 321 | $204.2K | 0.03% | +321 | New |
| COFG Advisors, LLC | 423 | $204.5K | 0.05% | +423 | New |
| Trust Point Inc. | 423 | $204.6K | 0.02% | +14+3.4% | Added |
| Talbot Financial, LLC | 423 | $204.6K | 0.02% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 423 | $204.7K | 0.15% | −3−0.7% | Reduced |
| Westwood Wealth Management | 423 | $204.7K | 0.15% | +423 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 423 | $204.8K | 0.03% | +1+0.2% | Added |
| Osborne Partners Capital Management, LLC | 424 | $205.1K | 0.01% | −3−0.7% | Reduced |
| Bannerstone Capital Management, LLC | 424 | $205.1K | 0.20% | +424 | New |
| Bedel Financial Consulting, Inc. | 424 | $205.2K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 425 | $205.4K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 427 | $206.6K | 0.14% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 428 | $207.0K | 0.18% | +428 | New |
| ONE Advisory Partners, LLC | 428 | $207.0K | 0.06% | +428 | New |
| Fairscale Capital, LLC | 429 | $207.5K | 0.14% | 00.0% | Unchanged |
| New World Advisors LLC | 429 | $207.5K | 0.04% | −78−15.4% | Reduced |
| Pacitti Group Inc. | 429 | $207.6K | 0.08% | +429 | New |
| Optivise Advisory Services LLC | 429 | $207.7K | 0.12% | +429 | New |
| Baker Ellis Asset Management LLC | 430 | $208.0K | 0.03% | −150−25.9% | Reduced |
| TriaGen Wealth Management LLC | 430 | $208.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 430 | $208.0K | 0.06% | +18+4.4% | Added |
| M3 Advisory Group, LLC | 430 | $208.0K | 0.13% | +430 | New |
| Safeguard Investment Advisory Group, LLC | 430 | $208.1K | 0.05% | −7−1.6% | Reduced |
| Royal Capital Wealth Management, LLC | 431 | $208.5K | 0.12% | 00.0% | Unchanged |
| Wealthquest Corp | 432 | $208.9K | 0.02% | +432 | New |
| Global Strategic Investment Solutions, LLC | 432 | $209.1K | 0.02% | −1−0.2% | Reduced |
| RD Lewis Holdings, Inc. | 333 | $209.2K | 0.18% | +333 | New |
| Hickory Point Bank & Trust | 433 | $209.4K | 0.15% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 433 | $209.5K | 0.15% | +3+0.7% | Added |
| Bond & Devick Financial Network, Inc. | 434 | $209.9K | 0.06% | −54−11.1% | Reduced |
| Eagle Global Advisors LLC | 436 | $210.9K | 0.01% | −290−39.9% | Reduced |
| Wedge Capital Management L L P | 436 | $210.9K | 0.00% | −14−3.1% | Reduced |
| TT Capital Management LLC | 437 | $211.4K | 0.17% | −85−16.3% | Reduced |
| Kennedy Investment Group | 437 | $211.5K | 0.08% | +6+1.4% | Added |
| Volterra Technologies LP | 438 | $211.8K | 0.22% | +438 | New |
| Legacy Wealth Partners, LLC | 438 | $211.9K | 0.05% | +438 | New |
| Silverlake Wealth Management LLC | 438 | $211.9K | 0.05% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 436 | $212.8K | 0.02% | +27+6.6% | Added |
| Johnson Financial Group, LLC | 440 | $212.8K | 0.01% | +440 | New |
| Bay Rivers Group | 440 | $212.8K | 0.09% | +440 | New |
| Eagle Wealth Strategies LLC | 440 | $212.8K | 0.10% | +440 | New |
| Northern Financial Advisors Inc | 443 | $214.3K | 0.24% | −509−53.5% | Reduced |
| Goldstein Advisors, LLC | 444 | $214.7K | 0.02% | 00.0% | Unchanged |
| Burton Enright Welch | 444 | $214.8K | 0.03% | +444 | New |
| Clear Creek Financial Management, LLC | 444 | $214.9K | 0.02% | −4−0.9% | Reduced |
| Thrive Capital Management, LLC | 444 | $214.9K | 0.05% | +20+4.7% | Added |
| Lifelong Wealth Advisors, Inc. | 445 | $215.2K | 0.06% | −4−0.9% | Reduced |
| Waldron Private Wealth LLC | 445 | $215.2K | 0.01% | +5+1.1% | Added |
| Cambient Family Office, LLC | 445 | $215.2K | 0.03% | +445 | New |
| Vision Capital Management, Inc. | 445 | $215.2K | 0.03% | +1+0.2% | Added |
| Castle Rock Wealth Management, LLC | 347 | $215.8K | 0.05% | +347 | New |
| Embree Financial Group | 446 | $215.8K | 0.03% | +11+2.5% | Added |
| Winning Points Advisors, LLC | 447 | $216.0K | 0.24% | +447 | New |
| Texas Capital Bank Wealth Management Services Inc | 447 | $216.2K | 0.01% | −43−8.8% | Reduced |
| Fortem Financial Group, LLC | 448 | $216.6K | 0.06% | −902−66.8% | Reduced |
| TAGStone Capital, Inc. | 434 | $216.7K | 0.08% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 448 | $216.7K | 0.07% | +448 | New |
| Cardiff Park Advisors, LLC | 449 | $217.2K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 450 | $217.7K | 0.04% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 450 | $217.7K | 0.10% | −7−1.5% | Reduced |
| Cordatus Wealth Management LLC | 451 | $218.1K | 0.05% | −47−9.4% | Reduced |
| First Community Trust NA | 451 | $218.1K | 0.16% | +429+1,950.0% | Added |
| Mountain Capital Investment Advisors, Inc | 370 | $218.4K | 0.04% | +370 | New |
| Royal Fund Management, LLC | 452 | $218.6K | 0.02% | +36+8.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 351 | $218.9K | 0.16% | +351 | New |
| Fragasso Group Inc. | 454 | $219.5K | 0.01% | −2−0.4% | Reduced |
| Hughes Financial Services, LLC | 455 | $220.1K | 0.03% | +40+9.6% | Added |
| Summit Asset Management, LLC | 455 | $220.1K | 0.03% | +455 | New |
