| Larson Financial Group LLC | 627 | $272.0K | 0.01% | +198+46.2% | Added |
| Howard Capital Management Inc. | 623 | $270.4K | 0.00% | −581−48.3% | Reduced |
| AMJ Financial Wealth Management | 622 | $269.9K | 0.06% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 622 | $269.4K | 0.16% | −55−8.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 621 | $269.3K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 602 | $268.3K | 0.02% | +26+4.5% | Added |
| Mutual Advisors, LLC | 618 | $268.0K | 0.01% | +34+5.8% | Added |
| Endowment Wealth Management, Inc. | 617 | $267.5K | 0.12% | +617 | New |
| Ethos Financial Group, LLC | 615 | $267.5K | 0.02% | +5+0.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 616 | $267.3K | 0.05% | +39+6.8% | Added |
| Platform Technology Partners | 616 | $267.3K | 0.05% | +616 | New |
| Kathmere Capital Management, LLC | 612 | $265.6K | 0.02% | +29+5.0% | Added |
| Smith, Moore & Co. | 609 | $264.4K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 605 | $262.6K | 0.01% | +50+9.0% | Added |
| Atticus Wealth Management, LLC | 603 | $261.8K | 0.07% | +17+2.9% | Added |
| Hardy Reed LLC | 602 | $261.3K | 0.02% | +8+1.3% | Added |
| Holistic Financial Partners | 602 | $261.3K | 0.10% | +17+2.9% | Added |
| Daymark Wealth Partners, LLC | 600 | $260.5K | 0.01% | +600 | New |
| Evergreen Wealth Solutions, LLC | 599 | $260.0K | 0.02% | +599 | New |
| AlTi Global, Inc. | 596 | $259.4K | 0.01% | −28−4.5% | Reduced |
| 1776 Wealth LLC | 597 | $259.1K | 0.10% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 596 | $258.6K | 0.13% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 596 | $258.6K | 0.03% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 591 | $256.5K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 588 | $255.2K | 0.02% | +3+0.5% | Added |
| Change Path, LLC | 586 | $254.4K | 0.01% | +586 | New |
| Abc Arbitrage SA | 585 | $253.9K | 0.03% | +585 | New |
| Secure Asset Management, LLC | 585 | $253.7K | 0.04% | −582−49.9% | Reduced |
| GTS Securities LLC | 584 | $253.4K | 0.01% | −665−53.2% | Reduced |
| Old National Bancorp | 579 | $251.3K | 0.00% | +32+5.9% | Added |
| Csenge Advisory Group | 576 | $250.1K | 0.01% | +24+4.3% | Added |
| Fort Washington Investment Advisors Inc | 575 | $249.5K | 0.00% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 574 | $249.1K | 0.07% | +574 | New |
| CVA Family Office, LLC | 572 | $248.2K | 0.03% | +132+30.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 572 | $248.2K | 0.01% | +572 | New |
| Bridges Investment Management Inc | 571 | $247.8K | 0.00% | −33−5.5% | Reduced |
| Quantum Financial Advisors, LLC | 571 | $247.8K | 0.03% | +24+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 570 | $247.6K | 0.00% | −972−63.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 567 | $246.1K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 567 | $246.1K | 0.04% | +36+6.8% | Added |
| Torray LLC | 566 | $245.6K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 560 | $243.0K | 0.02% | +560 | New |
| Annex Advisory Services, LLC | 559 | $242.8K | 0.00% | −93−14.3% | Reduced |
| WealthTrust Axiom LLC | 555 | $240.9K | 0.06% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 554 | $240.8K | 0.11% | +554 | New |
| Goldstein Advisors, LLC | 553 | $240.0K | 0.03% | +1+0.2% | Added |
| Gateway Wealth Partners, LLC | 553 | $239.8K | 0.01% | +553 | New |
| Defiance ETFs, LLC | 551 | $239.1K | 0.00% | +551 | New |
| Sunpointe, LLC | 551 | $239.1K | 0.08% | +551 | New |
| Claret Asset Management Corp | 550 | $239.0K | 0.03% | +5+0.9% | Added |
| OneAscent Family Office, LLC | 550 | $238.8K | 0.17% | −97−15.0% | Reduced |
| Regal Investment Advisors LLC | 550 | $238.8K | 0.01% | +550 | New |
| Bolthouse Investments, LLC | 550 | $238.7K | 0.22% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 549 | $238.3K | 0.07% | −73−11.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 541 | $234.8K | 0.02% | +541 | New |
| Wealth Enhancement Trust Services, Inc. | 541 | $234.8K | 0.03% | −1−0.2% | Reduced |
| Clark Asset Management, LLC | 540 | $234.3K | 0.02% | +540 | New |
| Cassaday & Co Wealth Management LLC | 538 | $233.4K | 0.00% | −13−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 535 | $232.9K | 0.02% | +45+9.2% | Added |
| Meadowbrook Advisors Group, LLC | 536 | $232.6K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 535 | $232.2K | 0.01% | +12+2.3% | Added |
| Summitry LLC | 534 | $231.7K | 0.01% | +534 | New |
| Washington Trust Co | 534 | $231.7K | 0.01% | −16−2.9% | Reduced |
| Garrett Investment Advisors LLC | 534 | $231.7K | 0.02% | +10+1.9% | Added |
| Insigneo Advisory Services, LLC | 534 | $231.7K | 0.02% | +534 | New |
| Bridgewater Advisors Inc. | 948 | $231.6K | 0.01% | +39+4.3% | Added |
| Hilton Head Capital Partners, LLC | 529 | $229.6K | 0.13% | +7+1.3% | Added |
| Diligent Investors, LLC | 524 | $227.4K | 0.06% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 522 | $227.2K | 0.03% | +522 | New |
| Bell Bank | 522 | $226.5K | 0.01% | +522 | New |
| MBE Wealth Management, LLC | 521 | $226.1K | 0.09% | +521 | New |
| Everhart Financial Group, Inc. | 521 | $226.1K | 0.02% | +521 | New |
| Dickmeyer Boyce Financial Management, Inc. | 520 | $225.7K | 0.13% | +520 | New |
| First Affirmative Financial Network | 520 | $225.5K | 0.09% | +520 | New |
| Keystone Financial Group | 516 | $224.1K | 0.02% | +516 | New |
| Hunter Perkins Capital Management, LLC | 514 | $224.0K | 0.05% | +514 | New |
| Cullinan Associates Inc | 515 | $223.5K | 0.02% | +515 | New |
| Dash Acquisitions Inc. | 500 | $223.5K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 510 | $221.3K | 0.08% | +510 | New |
| Seros Financial, LLC | 508 | $220.5K | 0.14% | +508 | New |
| Camden Capital, LLC | 506 | $219.4K | 0.01% | −139−21.6% | Reduced |
| KPP Advisory Services LLC | 504 | $218.7K | 0.03% | +504 | New |
| Midwest Trust Co | 504 | $218.7K | 0.00% | −42−7.7% | Reduced |
| Versant Capital Management, Inc | 503 | $218.3K | 0.02% | +297+144.2% | Added |
| Range Financial Group LLC | 503 | $218.3K | 0.07% | +503 | New |
| FSM Wealth Advisors, LLC | 502 | $218.1K | 0.03% | +502 | New |
| Primoris Wealth Advisors, LLC | 502 | $217.9K | 0.15% | +502 | New |
| Catalina Capital Group, LLC | 502 | $217.9K | 0.13% | +502 | New |
| Pursuit Wealth Strategies, LLC | 502 | $217.7K | 0.30% | +502 | New |
| Hanson & Doremus Investment Management | 501 | $217.0K | 0.02% | 00.0% | Unchanged |
| Income Insurance Ltd | 494 | $214.4K | 0.15% | +494 | New |
| Smallwood Wealth Investment Management, LLC | 491 | $213.4K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 491 | $213.0K | 0.01% | +491 | New |
| HBK Sorce Advisory LLC | 553 | $212.2K | 0.00% | −31−5.3% | Reduced |
| First Long Island Investors, LLC | 488 | $211.8K | 0.02% | +488 | New |
| Anchor Investment Management, LLC | 487 | $211.5K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 484 | $210.0K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 486 | $210.0K | 0.01% | +486 | New |
| Strategic Blueprint, LLC | 483 | $209.8K | 0.01% | +483 | New |
| Buckingham Strategic Partners | 483 | $209.1K | 0.00% | +483 | New |