| Beacon Financial Advisory LLC | 397 | $230.2K | 0.05% | +397 | New |
| MEMBERS Trust Co | 399 | $231.2K | 0.01% | +399 | New |
| Builder Investment Group Inc | 400 | $231.8K | 0.05% | +400 | New |
| Fairvoy Private Wealth, LLC | 400 | $231.8K | 0.05% | +400 | New |
| Wealth Dimensions Group, Ltd. | 400 | $231.8K | 0.05% | −200−33.3% | Reduced |
| Atlas Wealth Partners, LLC | 400 | $232.0K | 0.25% | −25−5.9% | Reduced |
| Allred Capital Management, LLC | 401 | $232.4K | 0.08% | +401 | New |
| Insight Advisors, LLC | 401 | $232.6K | 0.04% | +401 | New |
| Foster Group, Inc. | 403 | $233.5K | 0.01% | +403 | New |
| Flynn Zito Capital Management, LLC | 403 | $233.5K | 0.08% | +403 | New |
| Kennedy Investment Group | 404 | $234.2K | 0.09% | +404 | New |
| KilterHowling LLC | 404 | $234.4K | 0.12% | +404 | New |
| J.Safra Asset Management Corp | 405 | $234.7K | 0.01% | +220+118.9% | Added |
| Kickstand Ventures, LLC. | 406 | $235.3K | 0.05% | −71−14.9% | Reduced |
| Cordoba Advisory Partners LLC | 406 | $235.8K | 0.06% | +406 | New |
| Legacy Wealth Advisors, LLC | 407 | $235.8K | 0.16% | +407 | New |
| Retirement Income Solutions, Inc | 408 | $236.4K | 0.04% | +408 | New |
| TCI Wealth Advisors, Inc. | 409 | $237.0K | 0.01% | −11−2.6% | Reduced |
| First Business Financial Services, Inc. | 411 | $238.2K | 0.02% | −31−7.0% | Reduced |
| Nolet Wealth Management, LLC | 412 | $239.0K | 0.13% | +412 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 414 | $240.1K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Advisors | 419 | $242.6K | 0.02% | +419 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 417 | $242.6K | 0.10% | +414+13,800.0% | Added |
| Plimoth Trust Co LLC | 419 | $242.8K | 0.05% | −5−1.2% | Reduced |
| Pacitti Group Inc. | 419 | $242.9K | 0.09% | 00.0% | Unchanged |
| Burkett Asset Management Ltd | 420 | $243.4K | 0.25% | +420 | New |
| Meridian Wealth Partners, LLC | 421 | $243.9K | 0.03% | −3−0.7% | Reduced |
| Semus Wealth Partners LLC | 422 | $244.3K | 0.13% | +422 | New |
| Constitution Capital LLC | 423 | $245.1K | 0.12% | +423 | New |
| World Equity Group, Inc. | 423 | $245.1K | 0.07% | −121−22.2% | Reduced |
| Slocum, Gordon & Co LLP | 424 | $245.7K | 0.18% | −125−22.8% | Reduced |
| LeConte Wealth Management, LLC | 424 | $245.7K | 0.16% | −35−7.6% | Reduced |
| Avenue 1 Advisors, LLC | 424 | $245.7K | 0.08% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 424 | $245.7K | 0.02% | +203+91.9% | Added |
| Financial Partners Group, Inc | 425 | $246.1K | 0.03% | −23−5.1% | Reduced |
| Moseley Investment Management Inc | 425 | $246.1K | 0.08% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 405 | $246.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 425 | $246.3K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 426 | $246.6K | 0.01% | +426 | New |
| Old Peak Finance LLC | 427 | $247.4K | 0.15% | +427 | New |
| EJMK Ventures LLC | 427 | $247.4K | 0.15% | +427 | New |
| Lake Street Financial LLC | 428 | $248.0K | 0.03% | −5−1.2% | Reduced |
| NCM Capital Management, LLC | 428 | $248.0K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 428 | $248.0K | 0.02% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 429 | $248.6K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 429 | $248.6K | 0.03% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 430 | $249.2K | 0.12% | −15−3.4% | Reduced |
| Cornerstone Management, Inc. | 430 | $249.2K | 0.04% | +430 | New |
| Vision Retirement, LLC | 430 | $249.2K | 0.07% | +430 | New |
| Brucke Financial, Inc. | 431 | $249.7K | 0.14% | +6+1.4% | Added |
| Triumph Capital Management | 431 | $249.8K | 0.05% | −32−6.9% | Reduced |
| Sentinus, LLC | 432 | $250.3K | 0.02% | +432 | New |
| Drive Wealth Management, LLC | 433 | $251.0K | 0.05% | +433 | New |
| Avise Financial Cooperative, Inc. | 433 | $251.1K | 0.23% | +433 | New |
| Clark Financial Services Group Inc | 411 | $251.2K | 0.13% | +411 | New |
| Horizon Kinetics Asset Management LLC | 438 | $253.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 438 | $253.8K | 0.04% | +10+2.3% | Added |
| Stonebridge Financial Group, LLC | 439 | $254.4K | 0.22% | +439 | New |
| Perissos Private Wealth Management, LLC | 440 | $255.0K | 0.22% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 410 | $256.1K | 0.02% | +10+2.5% | Added |
| Burr Financial Services, LLC | 442 | $256.1K | 0.19% | 00.0% | Unchanged |
| Palatine Hill Wealth Management, LLC | 442 | $256.1K | 0.21% | +442 | New |
| Prosperity Bancshares Inc | 444 | $257.3K | 0.23% | +444 | New |
| Tempo Wealth, LLC | 445 | $257.6K | 0.05% | +445 | New |
| Signet Financial Management, LLC | 445 | $257.9K | 0.03% | +8+1.8% | Added |
| Altar Rock LLC | 445 | $258.0K | 0.31% | +445 | New |
| Rodgers & Associates, LTD | 446 | $258.4K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 446 | $258.5K | 0.05% | +446 | New |
| CFO4Life Group, LLC | 447 | $259.0K | 0.04% | −3−0.7% | Reduced |
| PFG Advisors | 447 | $259.3K | 0.01% | −191−29.9% | Reduced |
| Commonwealth Financial Services, LLC | 448 | $259.6K | 0.04% | +448 | New |
| Penobscot Wealth Management | 449 | $260.2K | 0.08% | +24+5.6% | Added |
| Wallace Capital Management Inc. | 450 | $260.8K | 0.03% | −25−5.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 450 | $260.8K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 451 | $261.3K | 0.12% | +451 | New |
| Revisor Wealth Management LLC | 409 | $261.6K | 0.07% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 453 | $262.5K | 0.02% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 485 | $263.5K | 0.19% | −115−19.2% | Reduced |
| CVFG LLC | 455 | $263.7K | 0.18% | +455 | New |
| Petros Family Wealth, LLC | 456 | $264.2K | 0.18% | +17+3.9% | Added |
| Intellectus Partners, LLC | 457 | $265.1K | 0.05% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 459 | $266.0K | 0.07% | +19+4.3% | Added |
| Southeast Asset Advisors Inc. | 459 | $266.0K | 0.03% | +459 | New |
| Darwin Advisors, LLC | 459 | $266.1K | 0.08% | +9+2.0% | Added |
| Financial Perspectives, Inc | 460 | $266.3K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 460 | $266.5K | 0.01% | +460 | New |
| Persistent Asset Partners Ltd | 460 | $266.5K | 0.13% | +460 | New |
| Reflection Asset Management | 460 | $266.5K | 0.19% | +460 | New |
| McAdam, LLC | 461 | $267.1K | 0.01% | +461 | New |
| J.M. Arbour, LLC | 463 | $268.3K | 0.27% | +463 | New |
| Curated Wealth Partners LLC | 463 | $268.3K | 0.03% | +463 | New |
| Sound Income Strategies, LLC | 434 | $268.6K | 0.01% | +304+233.8% | Added |
| TownSquare Capital, LLC | 466 | $270.0K | 0.06% | −2,499−84.3% | Reduced |
| Goldstein Advisors, LLC | 467 | $270.6K | 0.03% | +2+0.4% | Added |
| Peoples Financial Services Corp. | 468 | $271.2K | 0.13% | −93−16.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 468 | $271.2K | 0.02% | +9+2.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 468 | $271.3K | 0.08% | −229−32.9% | Reduced |
| Bluesphere Advisors, LLC | 469 | $271.8K | 0.12% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 469 | $272.1K | 0.04% | −18−3.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 470 | $272.3K | 0.03% | +14+3.1% | Added |
