| Archetype Wealth Partners | 702 | $304.0K | 0.04% | −258−26.9% | Reduced |
| Capstone Capital Wealth Advisors | 702 | $304.2K | 0.17% | +702 | New |
| Heritage Wealth Management, Inc. | 703 | $304.6K | 0.15% | +703 | New |
| Conrad Siegel Investment Advisors, Inc. | 705 | $305.5K | 0.05% | +705 | New |
| Capital Investment Counsel, LLC | 705 | $305.5K | 0.04% | +705 | New |
| Corps Capital Advisors, LLC | 705 | $305.5K | 0.25% | +705 | New |
| Permanens Capital L.P. | 706 | $306.1K | 0.03% | +706 | New |
| Cascade Investment Group, Inc. | 708 | $306.8K | 0.17% | +708 | New |
| Values Added Financial LLC | 709 | $307.2K | 0.11% | +709 | New |
| Laurel Oak Wealth Management, LLC | 711 | $308.1K | 0.04% | +711 | New |
| Beverly Hills Private Wealth, LLC | 713 | $309.0K | 0.06% | +713 | New |
| Rubicon Advisors, GP | 713 | $309.0K | 0.23% | +713 | New |
| Horizon Wealth Management, LLC | 713 | $309.0K | 0.04% | +713 | New |
| Kanawha Capital Management LLC | 719 | $311.6K | 0.02% | +719 | New |
| First United Bank Trust | 720 | $312.0K | 0.09% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 720 | $312.0K | 0.19% | +720 | New |
| RiverGlades Family Offices LLC | 720 | $312.0K | 0.14% | +720 | New |
| Blodgett Wealth Advisors, LLC | 720 | $312.0K | 0.21% | +720 | New |
| Seros Financial, LLC | 720 | $312.0K | 0.16% | +720 | New |
| SK Wealth Management, LLC | 1,018 | $312.0K | 0.07% | +2+0.2% | Added |
| Novare Capital Management LLC | 722 | $312.8K | 0.02% | +722 | New |
| Global Strategic Investment Solutions, LLC | 722 | $312.9K | 0.03% | +722 | New |
| Trilogy Capital Inc. | 725 | $314.2K | 0.01% | +725 | New |
| Octavia Wealth Advisors, LLC | 726 | $314.8K | 0.03% | +726 | New |
| Sun Financial Inc | 1,032 | $316.2K | 0.15% | −4,885−82.6% | Reduced |
| Heritage Wealth Advisors | 730 | $316.3K | 0.01% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 730 | $316.3K | 0.21% | +730 | New |
| Bluedoor Private Wealth, LLC | 732 | $317.2K | 0.13% | +732 | New |
| Strategic Financial Partners, Ltd. | 732 | $317.2K | 0.12% | +732 | New |
| Capstone Wealth Management, LLC | 733 | $317.6K | 0.15% | +733 | New |
| Onyx Bridge Wealth Group LLC | 734 | $317.9K | 0.03% | +734 | New |
| Parkwoods Wealth Partners, LLC | 734 | $318.1K | 0.05% | +734 | New |
| Tru Independence Asset Management 2, LLC | 734 | $318.3K | 0.17% | +734 | New |
| PlanVest Financial, Inc | 735 | $318.5K | 0.21% | +185+33.6% | Added |
| Landaas & Co | 739 | $320.2K | 0.06% | +739 | New |
| Stelac Advisory Services LLC | 739 | $320.4K | 0.06% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 740 | $320.6K | 0.17% | +740 | New |
| ASB Consultores, LLC | 740 | $320.7K | 0.98% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 702 | $320.8K | 0.10% | +23+3.4% | Added |
| Meridian Wealth Partners, LLC | 742 | $321.5K | 0.04% | +742 | New |
| Navigate Wealth Management, LLC | 1,030 | $322.7K | 0.20% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 746 | $323.3K | 0.21% | +42+6.0% | Added |
| Golden Road Advisors LLC | 747 | $323.7K | 0.16% | +747 | New |
| Sound Income Strategies, LLC | 747 | $323.8K | 0.01% | +351+88.6% | Added |
| BKD Wealth Advisors, LLC | 749 | $324.6K | 0.01% | +749 | New |
| Perkins Coie Trust Co | 750 | $325.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 750 | $325.0K | 0.14% | +750 | New |
| Pettinga Financial Advisors, LLC | 750 | $325.0K | 0.05% | +750 | New |
| Synergy Investment Management, LLC | 827 | $325.2K | 0.08% | +566+216.9% | Added |
| Ledyard National Bank | 755 | $327.2K | 0.03% | +755 | New |
| Avenue 1 Advisors, LLC | 755 | $327.2K | 0.09% | +755 | New |
| Massar Capital Management, LP | 756 | $327.6K | 0.11% | +756 | New |
| Stewardship Advisors, LLC | 758 | $328.5K | 0.07% | +758 | New |
| Aviso Wealth Management | 758 | $328.5K | 0.13% | +758 | New |
| Grange Capital, LLC | 759 | $329.1K | 0.30% | +759 | New |
| Navis Wealth Advisors, LLC | 762 | $330.2K | 0.13% | +762 | New |
| Copley Financial Group, Inc. | 762 | $330.2K | 0.20% | +762 | New |
| Phillips Wealth Planners LLC | 1,015 | $331.0K | 0.24% | +120+13.4% | Added |
| Vista Capital Partners, Inc. | 764 | $331.1K | 0.03% | +764 | New |
| Panoramic Investment Advisors, LLC | 764 | $331.1K | 0.16% | +764 | New |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 764 | $331.1K | 0.11% | +764 | New |
| Signature Estate & Investment Advisors LLC | 764 | $331.1K | 0.01% | +764 | New |
| Mairs & Power Inc | 765 | $331.5K | 0.00% | +765 | New |
| Potomac Fund Management Inc | 766 | $331.8K | 0.01% | +766 | New |
| Castleview Partners, LLC | 767 | $332.4K | 0.15% | +767 | New |
| Seamount Financial Group Inc | 768 | $332.8K | 0.13% | +768 | New |
| Liberty Wealth Management LLC | 1,562 | $334.1K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 774 | $335.4K | 0.03% | +774 | New |
| Planning Directions Inc | 775 | $335.9K | 0.16% | +775 | New |
| PCG Asset Management, LLC | 775 | $336.0K | 0.24% | +775 | New |
| Advisor Resource Council | 961 | $336.5K | 0.11% | −25−2.5% | Reduced |
| Rise Advisors, LLC | 779 | $337.5K | 0.09% | +779 | New |
| Abound Wealth Management | 780 | $338.0K | 0.07% | −173−18.2% | Reduced |
| Detalus Advisors, LLC | 780 | $338.1K | 0.07% | +780 | New |
| Orion Capital Management LLC | 782 | $338.9K | 0.11% | +68+9.5% | Added |
| Wealth Watch Advisors, INC | 782 | $338.9K | 0.11% | +782 | New |
| Echo45 Advisors LLC | 783 | $339.3K | 0.18% | −190−19.5% | Reduced |
| Cloud Capital Management, LLC | 786 | $340.0K | 0.12% | +786 | New |
| Haven Private, LLC | 790 | $342.3K | 0.13% | +790 | New |
| BG Investment Services, Inc. | 795 | $344.5K | 0.25% | +795 | New |
| Osterweis Capital Management Inc | 796 | $344.9K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 797 | $345.4K | 0.08% | −170−17.6% | Reduced |
| Balance Wealth, LLC | 799 | $346.1K | 0.09% | +799 | New |
| Silicon Valley Capital Partners | 799 | $346.3K | 0.03% | −495−38.3% | Reduced |
| Winton Group Ltd | 800 | $346.7K | 0.01% | −20,828−96.3% | Reduced |
| Riverview Trust Co | 800 | $346.7K | 0.41% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 800 | $346.7K | 0.02% | +800 | New |
| Dudley Capital Management, LLC | 800 | $346.7K | 0.14% | +800 | New |
| Disciplined Investors, L.L.C. | 801 | $347.2K | 0.17% | +801 | New |
| Altar Rock LLC | 802 | $347.7K | 0.51% | −969−54.7% | Reduced |
| Global Trust Wealth Management LLC | 805 | $348.8K | 0.24% | −450−35.9% | Reduced |
| First Interstate Bank | 805 | $348.8K | 0.02% | +805 | New |
| San Luis Wealth Advisors LLC | 805 | $348.8K | 0.05% | +805 | New |
| Kaufman Rossin Wealth, LLC | 992 | $350.2K | 0.17% | −12−1.2% | Reduced |
| SFMG, LLC | 809 | $350.5K | 0.02% | +809 | New |
| A4 Wealth Advisors LLC | 811 | $351.4K | 0.24% | −309−27.6% | Reduced |
| OneAscent Wealth Management LLC | 812 | $351.9K | 0.10% | −273−25.2% | Reduced |
| Frazier Financial Advisors, LLC | 814 | $352.7K | 0.18% | +42+5.4% | Added |
| Portfolio Strategies, Inc. | 814 | $352.7K | 0.03% | +814 | New |
| Causeway Capital Management LLC | 816 | $353.6K | 0.00% | +816 | New |
