| Smith, Salley & Associates | 445 | $284.0K | 0.01% | +445 | New |
| Fortitude Family Office, LLC | 447 | $285.5K | 0.06% | +79+21.5% | Added |
| Bay Rivers Group | 448 | $286.1K | 0.10% | +448 | New |
| Marble Wealth, LLC | 449 | $286.6K | 0.04% | −509−53.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 449 | $286.8K | 0.03% | +449 | New |
| Hardy Reed LLC | 450 | $287.4K | 0.02% | +450 | New |
| Cherrydale Wealth Management, LLC | 450 | $287.4K | 0.08% | +450 | New |
| Zullo Investment Group, Inc. | 450 | $287.6K | 0.10% | +450 | New |
| High Net Worth Advisory Group LLC | 450 | $287.6K | 0.06% | +450 | New |
| Action Point Financial Planning, LLC | 457 | $288.1K | 0.03% | +457 | New |
| Wealth Enhancement Trust Services, Inc. | 454 | $290.0K | 0.03% | +454 | New |
| Veracity Capital LLC | 455 | $290.8K | 0.08% | −828−64.5% | Reduced |
| Francis Financial, Inc. | 458 | $292.5K | 0.05% | +458 | New |
| Hidden Cove Wealth Management, LLC | 459 | $293.2K | 0.16% | +459 | New |
| Wealthcare Advisory Partners LLC | 459 | $293.3K | 0.01% | +459 | New |
| Marex Group plc | 461 | $294.4K | 0.00% | −5,251−91.9% | Reduced |
| Richmond Investment Services, LLC | 463 | $295.7K | 0.09% | −566−55.0% | Reduced |
| Wealth Management Associates, Inc. | 464 | $296.4K | 0.08% | +464 | New |
| Omnia Family Wealth, LLC | 468 | $298.9K | 0.08% | +468 | New |
| Cypress Point Wealth Management, LLC | 469 | $299.6K | 0.06% | +469 | New |
| Meadow Creek Wealth Advisors LLC | 470 | $300.2K | 0.18% | +470 | New |
| Alesco Advisors LLC | 471 | $300.8K | 0.01% | +471 | New |
| Polymer Capital Management (US) LLC | 473 | $302.1K | 0.04% | −1,148−70.8% | Reduced |
| Howard Financial Services, Ltd. | 474 | $302.8K | 0.03% | +474 | New |
| IFG Advisory, LLC | 474 | $302.8K | 0.01% | +408+618.2% | Added |
| Visionary Wealth Advisors | 475 | $303.4K | 0.01% | +475 | New |
| Cornerstone Wealth Management, LLC | 475 | $303.7K | 0.01% | +475 | New |
| Presidio Capital Management, LLC | 477 | $304.7K | 0.08% | +477 | New |
| Pekin Hardy Strauss, Inc. | 479 | $305.9K | 0.03% | −301−38.6% | Reduced |
| Claro Advisors LLC | 483 | $308.6K | 0.03% | −294−37.8% | Reduced |
| Staley Capital Advisers Inc | 484 | $309.1K | 0.01% | +484 | New |
| Fragasso Group Inc. | 484 | $309.1K | 0.02% | +484 | New |
| Retirement Planning Group | 485 | $309.6K | 0.01% | +485 | New |
| Ramiah Investment Group | 486 | $310.4K | 0.24% | +486 | New |
| Infrastructure Capital Advisors, LLC | 486 | $310.4K | 0.02% | +486 | New |
| Twin Peaks Wealth Advisors, LLC | 487 | $311.1K | 0.07% | +58+13.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 489 | $312.3K | 0.28% | +489 | New |
| 55 North Private Wealth, LLC | 489 | $312.3K | 0.06% | +489 | New |
| HBW Advisory Services LLC | 489 | $312.4K | 0.03% | +489 | New |
| Coppell Advisory Solutions LLC | 412 | $312.4K | 0.09% | +412 | New |
| Cardiff Park Advisors, LLC | 490 | $313.0K | 0.02% | +490 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 493 | $314.9K | 0.06% | −13−2.6% | Reduced |
| J. Derek Lewis & Associates Inc. | 493 | $314.9K | 0.06% | +493 | New |
| Parisi Gray Wealth Management | 496 | $316.7K | 0.07% | +496 | New |
| Excelsior Advisor Network LLC | 496 | $317.0K | 0.04% | −955−65.8% | Reduced |
| Traynor Capital Management, Inc. | 497 | $317.5K | 0.01% | +497 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $319.4K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 500 | $319.4K | 0.03% | +500 | New |
| Capital Investment Counsel, Inc | 500 | $319.4K | 0.03% | +500 | New |
| Arlington Financial Advisors, LLC | 500 | $319.4K | 0.04% | +500 | New |
| Brandywine Oak Private Wealth LLC | 500 | $319.4K | 0.02% | +500 | New |
| Rodgers & Associates, LTD | 500 | $319.4K | 0.03% | +500 | New |
| Kingsbury Capital Investment Advisors LLC | 500 | $319.4K | 0.27% | +500 | New |
| KMT Wealth Management, LLC | 500 | $319.4K | 0.27% | +500 | New |
| Bond & Devick Financial Network, Inc. | 502 | $320.6K | 0.08% | +502 | New |
| Mountain Pacific Investment Advisers Inc | 502 | $320.7K | 0.05% | +502 | New |
| Vanguard Capital Wealth Advisors | 503 | $321.3K | 0.22% | +503 | New |
| Prevail Innovative Wealth Advisors, LLC | 503 | $321.3K | 0.05% | +503 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 504 | $321.9K | 0.10% | −277−35.5% | Reduced |
| Independent Wealth Network Inc. | 504 | $322.1K | 0.08% | +504 | New |
| Untitled Investments LP | 505 | $322.6K | 0.13% | +505 | New |
| Blalock Williams, LLC | 505 | $322.6K | 0.21% | +505 | New |
| Foundry Financial Group, Inc. | 506 | $323.2K | 0.14% | +506 | New |
| Latitude Advisors, LLC | 506 | $323.3K | 0.13% | +506 | New |
| Parus Finance (UK) Ltd | 509 | $325.1K | 0.08% | −1,528−75.0% | Reduced |
| AMG Asset Management Group, Inc. | 509 | $325.1K | 0.20% | +509 | New |
| EJMK Ventures LLC | 510 | $325.8K | 0.15% | +510 | New |
| Wealth Alliance | 510 | $325.9K | 0.03% | +510 | New |
| Westwood Holdings Group Inc. | 514 | $328.3K | 0.00% | +514 | New |
| Twinbeech Capital LP | 516 | $329.6K | 0.06% | +516 | New |
| Coastal Investment Advisors, Inc. | 517 | $330.2K | 0.10% | +517 | New |
| Financial Advisors Network, Inc. | 518 | $330.7K | 0.04% | +518 | New |
| Magnolia Private Wealth, LLC | 518 | $330.9K | 0.18% | +518 | New |
| RHS Financial, LLC | 519 | $331.5K | 0.13% | +519 | New |
| Turner Financial Group, Inc. | 523 | $333.9K | 0.33% | +523 | New |
| Tred Avon Family Wealth, LLC | 523 | $334.1K | 0.10% | +523 | New |
| EdgeRock Capital LLC | 526 | $336.0K | 0.08% | +526 | New |
| Advisor Resource Council | 582 | $336.1K | 0.11% | +582 | New |
| Wall Street Financial Group, Inc. | 566 | $336.4K | 0.18% | +75+15.3% | Added |
| Fiduciary Trust Co | 527 | $336.5K | 0.00% | +527 | New |
| Leslie Global Wealth, LLC | 527 | $336.6K | 0.13% | +527 | New |
| Schubert & Co | 527 | $336.8K | 0.23% | +527 | New |
| Howe & Rusling Inc | 529 | $337.9K | 0.02% | +529 | New |
| GW&K Investment Management, LLC | 532 | $340.0K | 0.00% | −52−8.9% | Reduced |
| Geneos Wealth Management Inc. | 535 | $341.7K | 0.01% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 538 | $343.9K | 0.08% | −467−46.5% | Reduced |
| Van Diest Capital, LLC | 539 | $344.0K | 0.31% | −259−32.5% | Reduced |
| Bell Bank | 544 | $347.5K | 0.01% | +544 | New |
| Thompson David Blair | 544 | $347.5K | 0.17% | +544 | New |
| GFS Advisors, LLC | 3,300 | $348.1K | 0.04% | +3,300 | New |
| Adviser Investments LLC | 546 | $348.9K | 0.00% | +546 | New |
| Hill Island Financial LLC | 549 | $350.7K | 0.07% | +549 | New |
| Capital Markets Trading UK LLP | 550 | $351.0K | 0.25% | −1,700−75.6% | Reduced |
| Eastern Bank | 550 | $351.3K | 0.01% | +250+83.3% | Added |
| Sound View Wealth Advisors Group, LLC | 550 | $351.3K | 0.02% | +550 | New |
| Walkner Condon Financial Advisors LLC | 550 | $351.3K | 0.04% | +550 | New |
| TCP Asset Management, LLC | 550 | $351.3K | 0.04% | +550 | New |
| Financial Advisory Service, Inc. | 551 | $351.9K | 0.02% | −414−42.9% | Reduced |
| Phillips Financial Management, LLC | 553 | $353.2K | 0.03% | +553 | New |
| Phoenix Holdings Ltd. | 553 | $353.2K | 0.00% | +553 | New |
