| Walkner Condon Financial Advisors LLC | 540 | $443.0K | 0.06% | +540 | New |
| Global Assets Advisory, LLC | 543 | $445.4K | 0.13% | +59+12.2% | Added |
| Retirement Planning Group | 544 | $446.2K | 0.01% | +544 | New |
| Sentinus, LLC | 544 | $446.2K | 0.04% | +544 | New |
| Advyzon Investment Management, LLC | 544 | $446.3K | 0.05% | +544 | New |
| Accelerate Investment Advisors LLC | 544 | $446.4K | 0.30% | −99−15.4% | Reduced |
| Sunbelt Securities, Inc. | 545 | $447.4K | 0.03% | +51+10.3% | Added |
| Richwood Investment Advisors, LLC | 474 | $450.4K | 0.32% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 550 | $451.2K | 0.21% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 552 | $452.1K | 0.08% | +6+1.1% | Added |
| Severin Investments, LLC | 551 | $452.3K | 0.40% | +551 | New |
| Penobscot Investment Management Company, Inc. | 555 | $455.3K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 555 | $455.3K | 0.17% | +132+31.2% | Added |
| Bannerman Wealth Management Group, LLC | 558 | $457.7K | 0.32% | −11−1.9% | Reduced |
| Marathon Strategic Advisors, LLC | 561 | $460.2K | 0.35% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 561 | $460.5K | 0.11% | +561 | New |
| Van Diest Capital, LLC | 562 | $461.0K | 0.69% | +562 | New |
| Burke & Herbert Bank & Trust Co | 562 | $461.0K | 0.13% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 563 | $462.0K | 0.30% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 564 | $463.0K | 0.06% | +8+1.4% | Added |
| Angeles Wealth Management, LLC | 566 | $464.7K | 0.03% | +37+7.0% | Added |
| Sapient Capital LLC | 562 | $465.5K | 0.01% | +562 | New |
| Cynosure Management, LLC | 568 | $465.9K | 0.05% | +16+2.9% | Added |
| Camden National Bank | 569 | $466.7K | 0.06% | −49−7.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 573 | $470.0K | 0.12% | −57−9.0% | Reduced |
| Fort Washington Investment Advisors Inc | 576 | $472.5K | 0.00% | −8−1.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 576 | $473.2K | 0.08% | −8−1.4% | Reduced |
| Versant Capital Management, Inc | 580 | $475.8K | 0.06% | +3+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 581 | $476.6K | 0.05% | −78−11.8% | Reduced |
| Leavell Investment Management, Inc. | 581 | $477.4K | 0.02% | −85−12.8% | Reduced |
| First National Bank | 583 | $478.2K | 0.25% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 586 | $480.7K | 0.17% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 587 | $481.5K | 0.11% | −48−7.6% | Reduced |
| Dover Advisors, LLC | 589 | $483.6K | 0.19% | +4+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 590 | $484.0K | 0.10% | −50−7.8% | Reduced |
| Mma Asset Management LLC | 593 | $486.4K | 0.17% | +593 | New |
| Childress Capital Advisors, LLC | 595 | $488.4K | 0.08% | +11+1.9% | Added |
| OneAscent Family Office, LLC | 598 | $490.5K | 0.33% | +113+23.3% | Added |
| Hummer Financial Advisory Services Inc | 600 | $492.7K | 0.35% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 602 | $493.8K | 0.22% | +602 | New |
| ForthRight Wealth Management, LLC | 603 | $494.7K | 0.14% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 604 | $495.5K | 0.15% | +604 | New |
| Wealth Alliance | 606 | $497.1K | 0.05% | +198+48.5% | Added |
| Courier Capital LLC | 607 | $498.0K | 0.03% | −268−30.6% | Reduced |
| Clarius Group, LLC | 609 | $499.6K | 0.03% | +1+0.2% | Added |
| Univest Financial Corp | 610 | $500.4K | 0.03% | +1+0.2% | Added |
| Gilman Hill Asset Management, LLC | 610 | $500.4K | 0.08% | +39+6.8% | Added |
| Galvin, Gaustad & Stein, LLC | 612 | $501.7K | 0.04% | −279−31.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 612 | $502.3K | 0.09% | +23+3.9% | Added |
| Laurel Oak Wealth Management, LLC | 613 | $502.8K | 0.08% | +613 | New |
| Meritage Portfolio Management | 614 | $503.7K | 0.03% | −28−4.4% | Reduced |
| Syverson Strege & Co | 614 | $503.7K | 0.12% | +41+7.2% | Added |
| Tiemann Investment Advisors, LLC | 615 | $504.5K | 0.20% | −25−3.9% | Reduced |
| Jackson Square Capital, LLC | 615 | $504.5K | 0.10% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 615 | $504.8K | 0.03% | −45−6.8% | Reduced |
| Cardinal Point Capital Management, ULC | 616 | $506.1K | 0.03% | −30−4.6% | Reduced |
| L2 Asset Management, LLC | 617 | $506.5K | 0.07% | +37+6.4% | Added |
| Tranquilli Financial Advisor LLC | 620 | $508.6K | 0.30% | −12−1.9% | Reduced |
| Trilogy Capital Inc. | 623 | $511.0K | 0.02% | −20−3.1% | Reduced |
| Bridgewater Advisors Inc. | 635 | $511.5K | 0.03% | +9+1.4% | Added |
| Baader Bank INC | 629 | $512.2K | 0.04% | +63+11.1% | Added |
| Smithfield Trust Co | 627 | $514.0K | 0.02% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 628 | $515.5K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 629 | $515.9K | 0.04% | +5+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 630 | $516.8K | 0.09% | −100−13.7% | Reduced |
| Woodward Financial Advisors, Inc. | 633 | $519.2K | 0.19% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 634 | $520.1K | 0.13% | −227−26.4% | Reduced |
| Daymark Wealth Partners, LLC | 635 | $520.9K | 0.02% | +22+3.6% | Added |
| Premier Path Wealth Partners, LLC | 635 | $521.0K | 0.07% | +143+29.1% | Added |
| Paragon Private Wealth Management, LLC | 639 | $524.3K | 0.16% | +21+3.4% | Added |
| Avise Financial Cooperative, Inc. | 640 | $525.0K | 0.47% | +640 | New |
| First Foundation Advisors | 640 | $525.0K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 644 | $528.3K | 0.29% | −492−43.3% | Reduced |
| Frec Markets, Inc. | 650 | $533.7K | 0.16% | +650 | New |
| Morey & Quinn Wealth Partners, LLC | 654 | $536.5K | 0.39% | −100−13.3% | Reduced |
| Nations Financial Group Inc, | 654 | $536.5K | 0.03% | −10−1.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 655 | $537.3K | 0.21% | −312−32.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 657 | $538.9K | 0.17% | 00.0% | Unchanged |
| OxenFree Capital LLC | 660 | $541.1K | 0.28% | +11+1.7% | Added |
| Kavar Capital Partners Group, LLC | 662 | $543.0K | 0.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 663 | $543.9K | 0.16% | +30+4.7% | Added |
| Marco Investment Management LLC | 673 | $552.1K | 0.04% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 673 | $552.6K | 0.17% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 675 | $553.7K | 0.17% | 00.0% | Unchanged |
| Conning Inc. | 680 | $557.8K | 0.02% | −91−11.8% | Reduced |
| Strategic Advisors LLC | 682 | $559.4K | 0.09% | +123+22.0% | Added |
| SPWM Advisors LLC | 682 | $559.8K | 0.54% | +682 | New |
| Brookwood Investment Group LLC | 683 | $560.6K | 0.07% | −2−0.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 685 | $561.9K | 0.12% | +54+8.6% | Added |
| Penserra Capital Management LLC | 688 | $563.0K | 0.01% | −9−1.3% | Reduced |
| Argus Investors' Counsel, Inc. | 687 | $563.5K | 0.45% | +38+5.9% | Added |
| Private Capital Management, LLC | 687 | $563.5K | 0.05% | +687 | New |
| 71 West Capital Partners | 688 | $564.4K | 0.03% | +688 | New |
| LMG Wealth Partners, LLC | 689 | $565.2K | 0.11% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 697 | $571.7K | 0.15% | +4+0.6% | Added |
| Asset Dedication, LLC | 697 | $571.7K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 701 | $575.0K | 0.23% | +701 | New |
| Bingham Private Wealth, LLC | 702 | $575.8K | 0.50% | +702 | New |
| Sivia Capital Partners, LLC | 705 | $578.3K | 0.12% | +85+13.7% | Added |
| International Assets Investment Management, LLC | 706 | $578.9K | 0.04% | −44−5.9% | Reduced |
