| Wealthstar Advisors, LLC | 568 | $201.7K | 0.08% | −121−17.6% | Reduced |
| Edge Financial Advisors LLC | 569 | $202.0K | 0.11% | +569 | New |
| Wealth Preservation Advisors, LLC | 570 | $202.4K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 571 | $202.7K | 0.10% | −120−17.4% | Reduced |
| Graham Capital Wealth Management, LLC | 572 | $203.1K | 0.23% | +572 | New |
| Daner Wealth Management, LLC | 604 | $203.4K | 0.14% | +604 | New |
| Rinkey Investments | 573 | $203.4K | 0.06% | +573 | New |
| Market Street Wealth Management Advisors LLC | 574 | $203.8K | 0.03% | +574 | New |
| Clarus Wealth Advisors | 576 | $204.2K | 0.09% | +576 | New |
| ShankerValleau Wealth Advisors, Inc. | 576 | $204.5K | 0.06% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 581 | $206.3K | 0.10% | +581 | New |
| Arcadia Wealth Management, Inc. | 582 | $206.6K | 0.14% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 582 | $206.6K | 0.07% | +582 | New |
| Marathon Capital Management | 584 | $207.3K | 0.05% | +13+2.3% | Added |
| West Bancorporation Inc | 585 | $207.7K | 0.13% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 586 | $208.1K | 0.24% | +1+0.2% | Added |
| My Purposeful Wealth Corp. | 613 | $208.3K | 0.07% | +613 | New |
| Kohmann Bosshard Financial Services, LLC | 588 | $208.8K | 0.02% | −33−5.3% | Reduced |
| eCIO, Inc. | 588 | $208.8K | 0.09% | −4−0.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 588 | $208.8K | 0.10% | +2+0.3% | Added |
| Wiser Advisor Group LLC | 589 | $209.0K | 0.36% | +1+0.2% | Added |
| Oxinas Partners Wealth Management LLC | 590 | $209.4K | 0.11% | −116−16.4% | Reduced |
| Confluence Investment Management LLC | 590 | $209.5K | 0.00% | −54−8.4% | Reduced |
| Michael S. Ryan, Inc. | 590 | $209.5K | 0.13% | +590 | New |
| Teramo Advisors, LLC | 591 | $209.8K | 0.08% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 594 | $210.0K | 0.08% | +79+15.3% | Added |
| ShoreHaven Wealth Partners, LLC | 591 | $210.0K | 0.09% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 593 | $210.5K | 0.15% | −75−11.2% | Reduced |
| Beta Wealth Group, Inc. | 593 | $210.7K | 0.08% | +14+2.4% | Added |
| Oldfather Financial Services, LLC | 595 | $211.3K | 0.07% | +14+2.4% | Added |
| Tucker Asset Management LLC | 595 | $211.3K | 0.07% | +20+3.5% | Added |
| Lauterbach Financial Advisors, LLC | 596 | $211.6K | 0.12% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 597 | $211.9K | 0.13% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 597 | $212.0K | 0.14% | +23+4.0% | Added |
| Rodgers & Associates, LTD | 598 | $212.3K | 0.02% | +598 | New |
| ACT Advisors, LLC. | 598 | $212.5K | 0.10% | +24+4.2% | Added |
| Activest Wealth Management | 599 | $212.8K | 0.05% | −88−12.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 600 | $213.0K | 0.06% | 00.0% | Unchanged |
| Bosman Wealth Management, LLC | 600 | $213.0K | 0.19% | −100−14.3% | Reduced |
| Founders Capital Management | 600 | $213.0K | 0.13% | 00.0% | Unchanged |
| Meridian Financial, LLC | 600 | $213.0K | 0.14% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 600 | $213.0K | 0.08% | +600 | New |
| Townsend & Associates, Inc | 597 | $213.1K | 0.02% | +597 | New |
| Humankind Investments LLC | 601 | $213.4K | 0.05% | −103−14.6% | Reduced |
| Panoramic Investment Advisors, LLC | 602 | $213.7K | 0.13% | −17−2.7% | Reduced |
| Stonekeep Investments, LLC | 603 | $213.9K | 0.14% | −5−0.8% | Reduced |
| Iams Wealth Management, LLC | 603 | $214.1K | 0.10% | −1,171−66.0% | Reduced |
| Security Financial Services, INC. | 604 | $214.4K | 0.04% | +604 | New |
| SK Wealth Management, LLC | 603 | $215.8K | 0.09% | +603 | New |
| Astra Wealth Partners LLC | 611 | $216.9K | 0.18% | +611 | New |
| Latko Wealth Management, Ltd. | 611 | $217.0K | 0.12% | +611 | New |
| Standard Family Office LLC | 612 | $217.3K | 0.25% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 612 | $217.3K | 0.17% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 615 | $218.4K | 0.04% | +8+1.3% | Added |
| Pinkerton Retirement Specialists, LLC | 616 | $218.7K | 0.03% | +616 | New |
| Wrenne Financial Planning LLC | 617 | $219.1K | 0.10% | +12+2.0% | Added |
| Brave Warrior Advisors, LLC | 618 | $219.4K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 619 | $219.8K | 0.10% | −739−54.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 620 | $219.8K | 0.02% | +620 | New |
| Summit Financial Consulting LLC | 620 | $220.1K | 0.20% | 00.0% | Unchanged |
| Defender Capital, LLC. | 620 | $220.1K | 0.07% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 620 | $220.1K | 0.07% | +620 | New |
| ORBA Wealth Advisors, L.L.C. | 620 | $220.1K | 0.20% | −1,488−70.6% | Reduced |
| Adams Wealth Management | 621 | $220.5K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 621 | $220.5K | 0.04% | 00.0% | Unchanged |
| Schubert & Co | 623 | $221.4K | 0.16% | +623 | New |
| David J Yvars Group | 624 | $221.6K | 0.13% | 00.0% | Unchanged |
| Balance Wealth, LLC | 625 | $221.7K | 0.13% | +44+7.6% | Added |
| Kendall Capital Management | 625 | $221.9K | 0.06% | +37+6.3% | Added |
| Hardin Capital Partners, LLC | 624 | $222.0K | 0.13% | −96−13.3% | Reduced |
| Commons Capital, LLC | 626 | $222.2K | 0.17% | +1+0.2% | Added |
| Code Waechter LLC | 626 | $222.3K | 0.16% | −18−2.8% | Reduced |
| Carroll Investors, Inc | 626 | $222.3K | 0.12% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 626 | $222.3K | 0.14% | 00.0% | Unchanged |
| Kooman & Associates | 627 | $222.6K | 0.08% | −3−0.5% | Reduced |
| Peterson Wealth Advisors, LLC | 628 | $222.9K | 0.04% | +628 | New |
| TSA Wealth Managment LLC | 628 | $223.0K | 0.08% | +628 | New |
| Prospect Financial Services LLC | 628 | $223.0K | 0.14% | −460−42.3% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 628 | $223.1K | 0.06% | −207−24.8% | Reduced |
| Impact Partnership Wealth, LLC | 629 | $223.3K | 0.04% | +629 | New |
| Smallwood Wealth Investment Management, LLC | 629 | $223.5K | 0.13% | +9+1.5% | Added |
| Grey Fox Wealth Advisors, LLC | 629 | $223.5K | 0.05% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 629 | $223.5K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 631 | $224.0K | 0.10% | +1+0.2% | Added |
| Payne Capital Management, LLC | 631 | $224.0K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 631 | $224.0K | 0.02% | +631 | New |
| LPWM LLC | 632 | $224.4K | 0.07% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 633 | $224.7K | 0.08% | +43+7.3% | Added |
| Ogorek Anthony Joseph | 636 | $225.0K | 0.07% | +9+1.4% | Added |
| Provident Wealth Management, LLC | 634 | $225.1K | 0.07% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 634 | $225.1K | 0.17% | +163+34.6% | Added |
| Wooster Corthell Wealth Management, Inc. | 635 | $225.5K | 0.04% | +2+0.3% | Added |
| Dakota Community Bank & Trust NA | 636 | $225.8K | 1.01% | +25+4.1% | Added |
| Capital Square, LLC | 651 | $226.5K | 0.12% | +57+9.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 638 | $226.5K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 638 | $227.0K | 0.05% | +33+5.5% | Added |
| Cumberland Advisors Inc | 640 | $227.2K | 0.10% | −10−1.5% | Reduced |
| Cosner Financial Group, LLC | 640 | $227.2K | 0.13% | 00.0% | Unchanged |
| Doheny Asset Management | 643 | $228.0K | 0.16% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 643 | $228.3K | 0.01% | +1+0.2% | Added |