| 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 |
| Traynor Capital Management, Inc. | 497 | $317.5K | 0.01% | +497 | New |
| Excelsior Advisor Network LLC | 496 | $317.0K | 0.04% | −955−65.8% | Reduced |
| Parisi Gray Wealth Management | 496 | $316.7K | 0.07% | +496 | 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 |
| Cardiff Park Advisors, LLC | 490 | $313.0K | 0.02% | +490 | New |
| Coppell Advisory Solutions LLC | 412 | $312.4K | 0.09% | +412 | New |
| HBW Advisory Services LLC | 489 | $312.4K | 0.03% | +489 | New |
| 55 North Private Wealth, LLC | 489 | $312.3K | 0.06% | +489 | New |
| Lombard Odier Asset Management (USA) Corp | 489 | $312.3K | 0.28% | +489 | New |
| Twin Peaks Wealth Advisors, LLC | 487 | $311.1K | 0.07% | +58+13.5% | Added |
| Ramiah Investment Group | 486 | $310.4K | 0.24% | +486 | New |
| Infrastructure Capital Advisors, LLC | 486 | $310.4K | 0.02% | +486 | New |
| Retirement Planning Group | 485 | $309.6K | 0.01% | +485 | New |
| Staley Capital Advisers Inc | 484 | $309.1K | 0.01% | +484 | New |
| Fragasso Group Inc. | 484 | $309.1K | 0.02% | +484 | New |
| Claro Advisors LLC | 483 | $308.6K | 0.03% | −294−37.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 479 | $305.9K | 0.03% | −301−38.6% | Reduced |
| Presidio Capital Management, LLC | 477 | $304.7K | 0.08% | +477 | New |
| Cornerstone Wealth Management, LLC | 475 | $303.7K | 0.01% | +475 | New |
| Visionary Wealth Advisors | 475 | $303.4K | 0.01% | +475 | New |
| IFG Advisory, LLC | 474 | $302.8K | 0.01% | +408+618.2% | Added |
| Howard Financial Services, Ltd. | 474 | $302.8K | 0.03% | +474 | New |
| Polymer Capital Management (US) LLC | 473 | $302.1K | 0.04% | −1,148−70.8% | Reduced |
| Alesco Advisors LLC | 471 | $300.8K | 0.01% | +471 | New |
| Meadow Creek Wealth Advisors LLC | 470 | $300.2K | 0.18% | +470 | New |
| Cypress Point Wealth Management, LLC | 469 | $299.6K | 0.06% | +469 | New |
| Omnia Family Wealth, LLC | 468 | $298.9K | 0.08% | +468 | New |
| Wealth Management Associates, Inc. | 464 | $296.4K | 0.08% | +464 | New |
| Richmond Investment Services, LLC | 463 | $295.7K | 0.09% | −566−55.0% | Reduced |
| Marex Group plc | 461 | $294.4K | 0.00% | −5,251−91.9% | Reduced |
| Wealthcare Advisory Partners LLC | 459 | $293.3K | 0.01% | +459 | New |
| Hidden Cove Wealth Management, LLC | 459 | $293.2K | 0.16% | +459 | New |
| Francis Financial, Inc. | 458 | $292.5K | 0.05% | +458 | New |
| Veracity Capital LLC | 455 | $290.8K | 0.08% | −828−64.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 454 | $290.0K | 0.03% | +454 | New |
| Action Point Financial Planning, LLC | 457 | $288.1K | 0.03% | +457 | New |
| High Net Worth Advisory Group LLC | 450 | $287.6K | 0.06% | +450 | New |
| Zullo Investment Group, Inc. | 450 | $287.6K | 0.10% | +450 | New |
| Hardy Reed LLC | 450 | $287.4K | 0.02% | +450 | New |
| Cherrydale Wealth Management, LLC | 450 | $287.4K | 0.08% | +450 | New |
| BlueSky Wealth Advisors, LLC | 449 | $286.8K | 0.03% | +449 | New |
| Marble Wealth, LLC | 449 | $286.6K | 0.04% | −509−53.1% | Reduced |
| Bay Rivers Group | 448 | $286.1K | 0.10% | +448 | New |
| Fortitude Family Office, LLC | 447 | $285.5K | 0.06% | +79+21.5% | Added |
| Smith, Salley & Associates | 445 | $284.0K | 0.01% | +445 | New |
| Acorn Wealth Advisors, LLC | 443 | $283.1K | 0.07% | +443 | New |
| Consultiva Wealth Management, Corp. | 440 | $281.0K | 0.63% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 439 | $280.4K | 0.03% | +439 | New |
| Atlas Legacy Advisors, LLC | 571 | $279.5K | 0.04% | +571 | New |
| Rathbone Brothers plc | 436 | $278.5K | 0.00% | +436 | New |
| Rehmann Capital Advisory Group | 435 | $277.9K | 0.01% | +435 | New |
| Voleon Capital Management LP | 435 | $277.8K | 0.01% | +435 | New |
| Vance Wealth, Inc. | 435 | $277.8K | 0.06% | +435 | New |
| Markin Asset Management, LP | 434 | $277.2K | 0.24% | +434 | New |
| Machina Capital S.A.S. | 430 | $274.6K | 0.04% | −796−64.9% | Reduced |
| Lee Johnson Capital Management, LLC | 430 | $274.6K | 0.09% | +430 | New |
| IFC Advisors LLC | 430 | $274.6K | 0.03% | +430 | New |
| Greenline Wealth Management LLC | 430 | $274.6K | 0.23% | +430 | New |
| Jacobi Capital Management LLC | 427 | $273.0K | 0.01% | +427 | New |
| BlackDiamond Wealth Management Inc. | 620 | $271.8K | 0.11% | +620 | New |
| Wescott Financial Advisory Group, LLC | 424 | $270.9K | 0.02% | +424 | New |
| Dynasty Wealth Management, LLC | 422 | $269.6K | 0.00% | +422 | New |
| Eaton-Cambridge Inc. | 422 | $269.5K | 0.08% | +422 | New |
| Deseret Mutual Benefit Administrators | 420 | $268.3K | 0.09% | −388−48.0% | Reduced |
| Vista Capital Partners, Inc. | 420 | $268.3K | 0.02% | +420 | New |
| Sage Rhino Capital LLC | 416 | $265.7K | 0.04% | +416 | New |
| Virtue Asset Management LLC | 416 | $265.7K | 0.19% | +416 | New |
| Sherman Wealth Management LLC | 414 | $264.6K | 0.20% | +414 | New |
| Creative Financial Designs Inc | 413 | $263.8K | 0.01% | +130+45.9% | Added |
| New World Advisors LLC | 413 | $263.8K | 0.04% | +413 | New |
| Nolet Wealth Management, LLC | 413 | $263.6K | 0.15% | +413 | New |
| Leavell Investment Management, Inc. | 412 | $263.2K | 0.01% | +412 | New |
| LaSalle St. Investment Advisors, LLC | 410 | $262.2K | 0.03% | +410 | New |
| WESPAC Advisors, LLC | 410 | $261.9K | 0.13% | +410 | New |
| RFG Advisory, LLC | 409 | $261.3K | 0.00% | +409 | New |
| Keystone Wealth Services, LLC | 408 | $260.8K | 0.05% | +408 | New |
| MV Capital Management, Inc. | 408 | $260.6K | 0.02% | +4+1.0% | Added |
| Buck Wealth Strategies, LLC | 406 | $259.5K | 0.03% | +406 | New |
| Motive Wealth Advisors | 406 | $259.3K | 0.11% | +406 | New |
| FNY Investment Advisers, LLC | 406 | $259.0K | 0.09% | +406 | New |
| CFO4Life Group, LLC | 404 | $258.0K | 0.03% | +404 | New |
| Wexford Capital LP | 403 | $257.4K | 0.04% | +403 | New |
| Sepio Capital, LP | 403 | $257.4K | 0.01% | +403 | New |
| Fortis Capital Management LLC | 402 | $256.5K | 0.03% | +402 | New |
| Amarillo National Bank | 401 | $256.1K | 0.04% | +401 | New |
| Oak Grove Capital LLC | 400 | $255.5K | 0.02% | +400 | New |
| Journey Advisory Group, LLC | 400 | $255.5K | 0.02% | +400 | New |
| Cohen & Steers, Inc. | 400 | $255.0K | 0.00% | +400 | New |
| Toews Corp | 399 | $254.8K | 0.04% | +399 | New |
| Forty-three Eighteen Advisors, LLC | 399 | $254.8K | 0.17% | +399 | New |
| Focused Alpha, LLC | 398 | $254.2K | 0.07% | −709−64.0% | Reduced |
| Roman Butler Fullerton & Co | 455 | $252.6K | 0.06% | +455 | New |
| Flputnam Investment Management Co | 395 | $252.3K | 0.00% | +395 | New |
