| USA Financial Portformulas Corp | 765 | $223.9K | 0.04% | +765 | New |
| Well Done, LLC | 809 | $223.9K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 764 | $223.7K | 0.03% | −255−25.0% | Reduced |
| NCM Capital Management, LLC | 763 | $223.4K | 0.10% | −78−9.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 763 | $223.0K | 0.00% | +6+0.8% | Added |
| Gradient Investments LLC | 761 | $222.8K | 0.00% | −336−30.6% | Reduced |
| Moloney Securities Asset Management, LLC | 756 | $221.3K | 0.03% | 00.0% | Unchanged |
| Plan A Wealth LLC | 755 | $221.0K | 0.20% | +755 | New |
| Elevated Capital Advisors, LLC | 751 | $219.8K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 751 | $219.8K | 0.01% | +751 | New |
| Novus Advisors, LLC | 750 | $219.6K | 0.22% | +750 | New |
| Maridea Wealth Management LLC | 750 | $219.5K | 0.07% | +750 | New |
| Scissortail Wealth Management, LLC | 748 | $219.0K | 0.06% | +745+24,833.3% | Added |
| Angeles Investment Advisors, LLC | 747 | $218.7K | 0.01% | −20−2.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 746 | $218.5K | 0.14% | +2+0.3% | Added |
| Fullcircle Wealth LLC | 704 | $218.4K | 0.09% | +704 | New |
| Berkeley, Inc | 745 | $218.1K | 0.11% | −745−50.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 744 | $217.8K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 743 | $217.6K | 0.08% | −79−9.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 744 | $217.0K | 0.07% | +744 | New |
| Forum Private Client Group LLC | 740 | $216.6K | 0.10% | −100−11.9% | Reduced |
| EagleClaw Capital Managment, LLC | 740 | $216.6K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 739 | $216.4K | 0.08% | +10+1.4% | Added |
| Marshall Financial Group Inc | 738 | $216.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 738 | $216.0K | 0.06% | +4+0.5% | Added |
| Acorn Creek Capital LLC | 734 | $215.0K | 0.11% | +734 | New |
| Scott & Selber, Inc. | 730 | $214.0K | 0.06% | −430−37.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 730 | $213.7K | 0.11% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 729 | $213.4K | 0.23% | +729 | New |
| Vigilare Wealth Management | 726 | $212.5K | 0.09% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 724 | $211.9K | 0.05% | −1−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 723 | $211.8K | 0.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 720 | $210.8K | 0.12% | +720 | New |
| Gitterman Wealth Management, LLC | 716 | $210.7K | 0.09% | −97−11.9% | Reduced |
| Hamilton Capital, LLC | 717 | $209.9K | 0.02% | +717 | New |
| Auour Investments LLC | 692 | $209.7K | 0.07% | +692 | New |
| SPC Financial, Inc. | 714 | $209.0K | 0.02% | +714 | New |
| Crews Bank & Trust | 714 | $209.0K | 0.04% | +714 | New |
| Essex Investment Management Co LLC | 712 | $208.4K | 0.04% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 712 | $208.3K | 0.03% | +712 | New |
| McGlone Suttner Wealth Management, Inc. | 711 | $208.1K | 0.03% | +711 | New |
| TCI Wealth Advisors, Inc. | 710 | $207.8K | 0.02% | −17−2.3% | Reduced |
| American Financial Advisors, LLC | 709 | $207.7K | 0.03% | −20−2.7% | Reduced |
| Princeton Global Asset Management LLC | 709 | $207.5K | 0.04% | −15−2.1% | Reduced |
| May Hill Capital, LLC | 707 | $207.0K | 0.08% | +707 | New |
| Prosperity Financial Group, Inc. | 706 | $206.7K | 0.10% | +706 | New |
| DecisionMap Wealth Management, LLC | 706 | $206.7K | 0.16% | +706 | New |
| Byrne Financial Freedom, LLC | 706 | $206.5K | 0.09% | +706 | New |
| New England Professional Planning Group Inc. | 705 | $206.4K | 0.10% | −128−15.4% | Reduced |
| WealthPLAN Partners, LLC | 705 | $206.3K | 0.03% | +705 | New |
| Campbell Capital Management Inc | 704 | $206.1K | 0.08% | +704 | New |
| Peak Asset Management, LLC | 703 | $205.8K | 0.04% | +703 | New |
| Foguth Wealth Management, LLC. | 693 | $205.8K | 0.05% | −136−16.4% | Reduced |
| Watts Gwilliam & Co., LLC | 713 | $205.6K | 0.04% | 00.0% | Unchanged |
| Lynch & Associates | 702 | $205.5K | 0.04% | +702 | New |
| Northstar Asset Management LLC | 700 | $204.9K | 0.05% | +700 | New |
| Marathon Capital Management | 700 | $204.9K | 0.05% | +700 | New |
| Drexel Morgan & Co. | 700 | $204.9K | 0.04% | +700 | New |
| Pecaut & Co. | 700 | $204.9K | 0.07% | +700 | New |
| XML Financial, LLC | 700 | $204.9K | 0.02% | +700 | New |
| Zhang Financial LLC | 699 | $204.7K | 0.01% | +699 | New |
| WESPAC Advisors, LLC | 697 | $204.0K | 0.15% | −29−4.0% | Reduced |
| IMPACTfolio, LLC | 697 | $204.0K | 0.11% | +697 | New |
| Shum Financial Group, Inc. | 694 | $203.9K | 0.18% | −255−26.9% | Reduced |
| Stenger Family Office, LLC | 696 | $203.8K | 0.07% | +696 | New |
| Droms Strauss Advisors Inc | 696 | $203.7K | 0.07% | −348−33.3% | Reduced |
| Leelyn Smith, LLC | 695 | $203.4K | 0.04% | +695 | New |
| Sagace Wealth Management LLC | 693 | $202.9K | 0.15% | +693 | New |
| Benchmark Financial Wealth Advisors, LLC | 690 | $201.9K | 0.06% | −57−7.6% | Reduced |
| 1620 Investment Advisors, Inc. | 690 | $201.9K | 0.15% | −265−27.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 688 | $201.5K | 0.08% | +688 | New |
| Bestgate Wealth Advisors, LLC | 687 | $201.2K | 0.40% | +687 | New |
| Compton Financial Group, LLC | 686 | $200.9K | 0.06% | +686 | New |
| Convergence Investment Partners, LLC | 685 | $200.6K | 0.04% | +685 | New |
| Pure Financial Advisors, Inc. | 683 | $200.1K | 0.00% | +683 | New |
| Catalyst Capital Advisors LLC | 679 | $198.8K | 0.00% | −94−12.2% | Reduced |
| Hilltop National Bank | 656 | $192.0K | 0.06% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 653 | $191.1K | 0.08% | 00.0% | Unchanged |
| S&T Bank | 648 | $189.7K | 0.06% | −95−12.8% | Reduced |
| Sittner & Nelson, LLC | 625 | $183.0K | 0.08% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 620 | $181.5K | 0.14% | +620 | New |
| Intact Investment Management Inc. | 600 | $175.6K | 0.01% | −34,880−98.3% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $175.6K | 0.05% | −4,500−88.2% | Reduced |
| Canton Hathaway, LLC | 593 | $174.0K | 0.04% | +37+6.7% | Added |
| Creative Financial Designs Inc | 578 | $169.2K | 0.01% | −11−1.9% | Reduced |
| Itau Unibanco Holding S.A. | 572 | $167.4K | 0.01% | +478+508.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 565 | $165.4K | 0.11% | +565 | New |
| Reyes Financial Architecture, Inc. | 555 | $162.5K | 0.13% | +555 | New |
| FSA Wealth Management LLC | 550 | $161.0K | 0.07% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 549 | $160.7K | 0.27% | +549 | New |
| Murphy & Mullick Capital Management Corp | 547 | $160.1K | 0.15% | +547 | New |
| Beacon Capital Management, LLC | 546 | $159.9K | 0.02% | +82+17.7% | Added |
| Menard Financial Group LLC | 543 | $159.0K | 0.10% | +543 | New |
| R Squared Ltd | 540 | $158.1K | 0.15% | +540 | New |
| Addison Advisors LLC | 536 | $156.9K | 0.04% | −16−2.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 522 | $152.7K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 513 | $150.2K | 0.03% | −20−3.8% | Reduced |
| Western Pacific Wealth Management, LP | 500 | $146.4K | 0.12% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 500 | $146.4K | 0.37% | +500 | New |
| Lummis Asset Management, LP | 498 | $145.8K | 0.18% | −1−0.2% | Reduced |
