| VestGen Advisors, LLC | 734 | $354.5K | 0.01% | −771−51.2% | Reduced |
| Aventura Private Wealth, LLC | 733 | $354.1K | 0.11% | −174−19.2% | Reduced |
| Rehmann Capital Advisory Group | 733 | $354.1K | 0.02% | +733 | New |
| City National Bank of Florida | 728 | $351.6K | 0.15% | +728 | New |
| CMC Financial Group | 727 | $351.2K | 0.68% | +727 | New |
| J. Safra Sarasin Holding AG | 727 | $351.2K | 0.01% | +727 | New |
| Kovack Advisors, Inc. | 810 | $349.2K | 0.02% | +810 | New |
| Carnegie Capital Asset Management, LLC | 722 | $348.7K | 0.01% | −75,397−99.1% | Reduced |
| Centiva Capital, LP | 719 | $347.3K | 0.01% | +719 | New |
| Berger Financial Group, Inc | 717 | $346.3K | 0.02% | +717 | New |
| Aspiring Ventures, LLC | 706 | $341.1K | 0.09% | +706 | New |
| Modern Wealth Management, LLC | 705 | $340.5K | 0.00% | +705 | New |
| Bensler, LLC | 700 | $338.1K | 0.03% | +700 | New |
| Acadian Asset Management LLC | 699 | $335.0K | 0.00% | −6,441−90.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 685 | $330.9K | 0.03% | +685 | New |
| Affinity Capital Advisors, LLC | 762 | $329.7K | 0.04% | +762 | New |
| J. Goldman & Co LP | 671 | $324.1K | 0.01% | +671 | New |
| Westfuller Advisors, LLC | 667 | $322.2K | 0.12% | 00.0% | Unchanged |
| LRI Investments, LLC | 656 | $316.9K | 0.03% | +448+215.4% | Added |
| Accel Wealth Management | 656 | $316.9K | 0.07% | +656 | New |
| Apollon Wealth Management, LLC | 655 | $316.3K | 0.00% | +655 | New |
| Algert Global LLC | 642 | $310.1K | 0.00% | −11,395−94.7% | Reduced |
| Synergy Financial Management, LLC | 634 | $306.2K | 0.03% | +634 | New |
| Ledyard National Bank | 633 | $305.8K | 0.02% | +633 | New |
| Dynamic Advisor Solutions LLC | 633 | $305.8K | 0.01% | +633 | New |
| Drive Wealth Management, LLC | 631 | $304.5K | 0.05% | +631 | New |
| CoreCap Advisors, LLC | 619 | $299.0K | 0.01% | +596+2,591.3% | Added |
| Pasadena Private Wealth, LLC | 614 | $296.8K | 0.04% | +614 | New |
| Arkadios Wealth Advisors | 611 | $295.1K | 0.00% | +611 | New |
| Sound View Wealth Advisors Group, LLC | 602 | $290.8K | 0.02% | +602 | New |
| Thrive Wealth Management, LLC | 601 | $290.3K | 0.04% | +601 | New |
| Vanguard Capital Wealth Advisors | 600 | $289.8K | 0.20% | +600 | New |
| SlateStone Wealth, LLC | 599 | $289.0K | 0.02% | −1,394−69.9% | Reduced |
| Thompson David Blair | 594 | $286.9K | 0.14% | +594 | New |
| Eddie Patel Inc | 590 | $285.0K | 0.17% | −6,069−91.1% | Reduced |
| StoneCrest Wealth Management, Inc. | 584 | $282.1K | 0.09% | −6,569−91.8% | Reduced |
| Gladstone Institutional Advisory LLC | 579 | $279.7K | 0.01% | +579 | New |
| Creative Financial Designs Inc | 577 | $278.7K | 0.01% | +2+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 577 | $278.7K | 0.01% | +577 | New |
| QVT Financial LP | 572 | $276.3K | 0.02% | +572 | New |
| LBMC Investment Advisors, LLC | 568 | $274.4K | 0.01% | +568 | New |
| Capstone Financial Advisors, Inc. | 568 | $274.4K | 0.01% | +568 | New |
| Duncan Williams Asset Management, LLC | 568 | $274.4K | 0.06% | +568 | New |
| Facet Wealth, Inc. | 565 | $272.9K | 0.00% | +565 | New |
| Titan Investment Management LLC | 562 | $271.5K | 0.20% | +562 | New |
| Richard C. Young & CO., LTD. | 556 | $268.6K | 0.02% | +556 | New |
| Silver Coast Investments LLC | 555 | $268.1K | 0.08% | +555 | New |
| Northwestern Mutual Wealth Management Co | 555 | $268.1K | 0.00% | −185−25.0% | Reduced |
| Alta Advisers Ltd | 550 | $265.7K | 0.06% | +550 | New |
| Oversea-Chinese Banking CORP Ltd | 549 | $264.0K | 0.01% | +549 | New |
| Axxcess Wealth Management, LLC | 544 | $262.8K | 0.00% | +544 | New |
| Everett Harris & Co | 541 | $261.3K | 0.00% | +541 | New |
| Larson Financial Group LLC | 536 | $258.9K | 0.01% | +389+264.6% | Added |
| Dakota Wealth Management | 535 | $258.6K | 0.00% | +535 | New |
| Jacobi Capital Management LLC | 535 | $258.4K | 0.01% | +535 | New |
| Glazer Capital, LLC | 526 | $254.0K | 0.01% | +526 | New |
| Smith, Moore & Co. | 525 | $253.6K | 0.02% | +525 | New |
| Meiji Yasuda Asset Management Co Ltd. | 525 | $253.6K | 0.01% | +525 | New |
| Fort Sheridan Advisors LLC | 525 | $253.6K | 0.03% | +525 | New |
| J. L. Bainbridge & Co., Inc. | 524 | $253.1K | 0.02% | +524 | New |
| Baird Financial Group, Inc. | 523 | $252.6K | 0.00% | +523 | New |
| Diesslin Group, Inc. | 521 | $251.7K | 0.10% | +521 | New |
| Diversified Trust Co | 520 | $251.2K | 0.00% | −3,849−88.1% | Reduced |
| Principle Wealth Partners LLC | 520 | $251.2K | 0.01% | +520 | New |
| Heritage Oak Wealth Advisors LLC | 518 | $250.2K | 0.07% | +518 | New |
| Sowell Financial Services LLC | 516 | $249.2K | 0.01% | +516 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 514 | $248.3K | 0.07% | +514 | New |
| Caitlin John, LLC | 508 | $245.4K | 0.13% | −2−0.4% | Reduced |
| Gsa Capital Partners LLP | 506 | $244.0K | 0.02% | −2,297−81.9% | Reduced |
| BluePath Capital Management, LLC | 501 | $242.0K | 0.13% | +501 | New |
| Wesbanco Bank Inc | 500 | $241.5K | 0.01% | +500 | New |
| Sassicaia Capital Advisers LLC | 500 | $241.5K | 0.11% | +500 | New |
| Woodward Diversified Capital, LLC | 500 | $241.5K | 0.11% | +500 | New |
| Sugar Maple Asset Management, LLC | 500 | $241.5K | 0.16% | +500 | New |
| MASTERINVEST Kapitalanlage GmbH | 499 | $241.0K | 0.02% | +499 | New |
| Matters Capital LLC | 498 | $240.5K | 0.17% | +498 | New |
| WPG Advisers, LLC | 494 | $238.6K | 0.14% | −151−23.4% | Reduced |
| Independent Wealth Network Inc. | 494 | $238.6K | 0.06% | +494 | New |
| Vann Equity Management LLC | 494 | $238.6K | 0.14% | +494 | New |
| Pioneer Family Office, LLC | 490 | $236.7K | 0.12% | +375+326.1% | Added |
| Camarda Financial Advisors, LLC | 490 | $236.7K | 0.07% | +490 | New |
| Guidance Capital, Inc | 739 | $236.3K | 0.05% | +739 | New |
| Ballentine Partners, LLC | 489 | $236.2K | 0.00% | +489 | New |
| Exit Wealth Advisors, LLC. | 488 | $235.7K | 0.11% | +488 | New |
| First Citizens Bank & Trust Co | 478 | $230.9K | 0.00% | +478 | New |
| Tanager Wealth Management LLP | 475 | $229.4K | 0.02% | +475 | New |
| Moody Aldrich Partners LLC | 471 | $227.5K | 0.04% | +471 | New |
| StoneX Group Inc. | 468 | $226.1K | 0.01% | +468 | New |
| Secure Asset Management, LLC | 467 | $225.6K | 0.03% | +467 | New |
| Seelaus Asset Management LLC | 465 | $224.6K | 0.16% | +465 | New |
| Atlantic Trust, LLC | 463 | $223.6K | 0.03% | +1+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 460 | $222.2K | 0.01% | −2,981−86.6% | Reduced |
| Wall Street Financial Group, Inc. | 458 | $221.3K | 0.12% | +106+30.1% | Added |
| denkapparat Operations GmbH | 454 | $219.3K | 0.07% | +454 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 450 | $217.4K | 0.15% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 450 | $217.4K | 0.01% | +450 | New |
| Brown Financial Advisors | 450 | $217.4K | 0.08% | +450 | New |
| Concentrum Wealth Management | 445 | $215.0K | 0.05% | +445 | New |
| Prakash Investment Advisors LLC | 445 | $214.9K | 0.13% | −1,865−80.7% | Reduced |
| Florida Financial Advisors, LLC | 444 | $214.5K | 0.04% | +444 | New |
