| Helium Advisors LLC | 771 | $263.6K | 0.25% | +771 | New |
| NewSquare Capital LLC | 771 | $263.5K | 0.02% | +771 | New |
| Tripletail Wealth Management, LLC | 756 | $263.4K | 0.36% | −24−3.1% | Reduced |
| Acorn Financial Advisory Services Inc | 770 | $263.2K | 0.04% | −134−14.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 746 | $262.9K | 0.03% | +746 | New |
| Kera Capital Partners, Inc. | 769 | $262.8K | 0.03% | +52+7.3% | Added |
| Wallace Advisory Group, LLC | 766 | $261.8K | 0.28% | −180−19.0% | Reduced |
| Intrua Financial, LLC | 765 | $261.4K | 0.03% | −110−12.6% | Reduced |
| StoryOne LLC | 0 | $261.1K | 0.15% | 0 | New |
| Cherrydale Wealth Management, LLC | 762 | $260.6K | 0.08% | +762 | New |
| MRP Capital Investments, LLC | 760 | $259.8K | 0.23% | +210+38.2% | Added |
| Clear Wave Wealth Management LLC | 758 | $259.1K | 0.07% | +758 | New |
| Chatterton & Associates Inc. | 651 | $259.0K | 0.18% | +651 | New |
| Marin Bay Wealth Advisors, LLC | 757 | $258.8K | 0.16% | −26−3.3% | Reduced |
| Midland Wealth Advisors LLC | 757 | $258.7K | 0.01% | −109−12.6% | Reduced |
| Victrix Investment Advisors | 756 | $258.4K | 0.09% | +756 | New |
| Apriem Advisors | 756 | $258.4K | 0.02% | +756 | New |
| Tanager Wealth Management LLP | 756 | $258.4K | 0.03% | +756 | New |
| Lynx Investment Advisory | 755 | $258.2K | 0.12% | +755 | New |
| Nicholas Hoffman & Company, LLC. | 755 | $258.1K | 0.01% | +755 | New |
| Matthew Goff Investment Advisor, LLC | 753 | $257.4K | 0.04% | +753 | New |
| Motive Wealth Advisors | 751 | $256.7K | 0.12% | +751 | New |
| Lake Street Financial LLC | 750 | $256.4K | 0.03% | +750 | New |
| Hummer Financial Advisory Services Inc | 750 | $256.3K | 0.18% | +750 | New |
| Websterrogers Financial Advisors, LLC | 750 | $256.3K | 0.07% | +750 | New |
| Lantern Wealth Advisors, LLC | 750 | $256.3K | 0.13% | +750 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 748 | $255.7K | 0.11% | −308−29.2% | Reduced |
| Panoramic Capital Partners, LLC | 746 | $255.0K | 0.16% | +746 | New |
| Jackson Thornton Asset Management, LLC | 638 | $254.9K | 0.02% | −54−7.8% | Reduced |
| Rare Wolf Capital LLC | 745 | $254.6K | 0.16% | −248−25.0% | Reduced |
| First Bank & Trust | 745 | $254.6K | 0.04% | +745 | New |
| Aletheian Wealth Advisors LLC | 745 | $254.6K | 0.12% | +745 | New |
| ABLE Financial Group, LLC | 744 | $254.3K | 0.05% | +744 | New |
| Quadcap Wealth Management, LLC | 743 | $254.0K | 0.03% | +743 | New |
| Causey Wealth LLC | 743 | $253.8K | 0.11% | −79−9.6% | Reduced |
| Insight Advisors, LLC | 742 | $253.4K | 0.05% | +742 | New |
| Leslie Global Wealth, LLC | 740 | $252.9K | 0.13% | +740 | New |
| Hamilton Point Investment Advisors, LLC | 739 | $252.6K | 0.04% | +739 | New |
| Elevation Wealth Management LLC | 738 | $252.4K | 0.23% | +738 | New |
| 4WEALTH Advisors, Inc. | 781 | $252.4K | 0.22% | −1,399−64.2% | Reduced |
| Philip James Wealth Mangement, LLC | 738 | $252.3K | 0.03% | −231−23.8% | Reduced |
| Legacy Edge Advisors, LLC | 738 | $252.2K | 0.03% | −122−14.2% | Reduced |
| Prospect Financial Group LLC | 737 | $251.9K | 0.23% | +737 | New |
| Caldwell Sutter Capital, Inc. | 735 | $251.2K | 0.10% | −5−0.7% | Reduced |
| Vann Equity Management LLC | 734 | $251.0K | 0.18% | +734 | New |
| Pathway Financial Advisers, LLC | 733 | $250.6K | 0.07% | +733 | New |
| SNS Financial Group, LLC | 730 | $249.5K | 0.02% | +730 | New |
| GreatBanc Trust CO | 727 | $248.5K | 0.17% | +727 | New |
| CLG LLC | 726 | $248.2K | 0.06% | +726 | New |
| Invenio Wealth Partners LLC | 726 | $248.1K | 0.10% | +726 | New |
| American Alpha Advisors, LLC | 724 | $247.5K | 0.14% | −2,170−75.0% | Reduced |
| Van Hulzen Asset Management, LLC | 722 | $246.8K | 0.02% | −427−37.2% | Reduced |
| ZEGA Investments, LLC | 722 | $246.8K | 0.05% | +722 | New |
| Meridian Wealth Partners, LLC | 722 | $246.7K | 0.03% | +722 | New |
| Excelsior Advisor Network LLC | 721 | $246.4K | 0.09% | −162−18.3% | Reduced |
| Magnus Financial Group LLC | 721 | $246.4K | 0.02% | +721 | New |
| TriaGen Wealth Management LLC | 720 | $246.1K | 0.07% | +720 | New |
| Turning Point Benefit Group, Inc. | 1,156 | $245.6K | 0.16% | +703+155.2% | Added |
| First County Bank | 717 | $245.1K | 0.13% | −110−13.3% | Reduced |
| Alliance Wealth Advisors, LLC | 717 | $245.1K | 0.05% | +717 | New |
| GTS Securities LLC | 716 | $244.7K | 0.01% | −25,371−97.3% | Reduced |
| MB, Levis & Associates, LLC | 715 | $244.3K | 0.10% | +1+0.1% | Added |
| Arlington Trust Co LLC | 713 | $243.7K | 0.02% | +129+22.1% | Added |
| Keudell/Morrison Wealth Management | 710 | $242.7K | 0.05% | −74−9.4% | Reduced |
| Montz Harcus Wealth Management LLC | 710 | $242.7K | 0.10% | +710 | New |
| Rosenberg Matthew Hamilton | 709 | $242.3K | 0.05% | +41+6.1% | Added |
| CRA Financial Services, LLC | 708 | $242.0K | 0.03% | +708 | New |
| Whalerock Point Partners, LLC | 705 | $241.0K | 0.05% | +705 | New |
| Capstone Wealth Management Group LLC | 704 | $240.5K | 0.15% | +704 | New |
| Hirtle Callaghan & Co LLC | 702 | $239.9K | 0.01% | +702 | New |
| KPP Advisory Services LLC | 701 | $239.6K | 0.03% | +701 | New |
| Titleist Asset Management, LLC | 700 | $239.4K | 0.02% | +700 | New |
| Quilter Plc | 700 | $239.3K | 0.00% | +700 | New |
| Fogel Capital Management, Inc. | 700 | $239.3K | 0.11% | +700 | New |
| Kassira Wealth Management LLC | 700 | $239.3K | 0.22% | +700 | New |
| Phillips Wealth Planners LLC | 539 | $239.1K | 0.18% | +539 | New |
| Warner Financial, Inc | 700 | $239.0K | 0.08% | +700 | New |
| Keating Financial Advisory Services, Inc. | 698 | $238.6K | 0.04% | −240−25.6% | Reduced |
| Gradient Investments LLC | 697 | $238.3K | 0.00% | +697 | New |
| Arcus Capital Partners, LLC | 697 | $238.2K | 0.09% | +697 | New |
| Smith, Moore & Co. | 693 | $236.8K | 0.02% | +693 | New |
| One Wealth Capital Management, LLC | 621 | $236.7K | 0.10% | +621 | New |
| Hamilton Capital, LLC | 691 | $236.2K | 0.01% | −125−15.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 691 | $236.2K | 0.05% | +691 | New |
| Connecticut Capital Management Group, LLC | 691 | $236.2K | 0.22% | +691 | New |
| Severin Investments, LLC | 690 | $235.9K | 0.20% | +690 | New |
| 21 West Wealth Management LLC | 689 | $235.5K | 0.22% | +689 | New |
| Flatrock Wealth Partners LLC | 689 | $235.4K | 0.11% | +689 | New |
| Barings LLC | 688 | $235.2K | 0.00% | +688 | New |
| Fiduciary Financial Group, LLC | 688 | $235.2K | 0.03% | +688 | New |
| Segment Wealth Management, LLC | 685 | $234.1K | 0.01% | +685 | New |
| Meridian Investment Counsel Inc. | 684 | $233.8K | 0.06% | +684 | New |
| Christensen, King & Associates Investment Services, Inc. | 683 | $233.5K | 0.10% | +683 | New |
| 1620 Investment Advisors, Inc. | 683 | $233.4K | 0.16% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 682 | $233.1K | 0.06% | +682 | New |
| TSA Wealth Managment LLC | 682 | $233.1K | 0.08% | +682 | New |
| M3 Advisory Group, LLC | 682 | $233.0K | 0.14% | +682 | New |
| Cardinal Point Capital Management, ULC | 681 | $232.9K | 0.01% | +681 | New |
| Monticello Wealth Management, LLC | 680 | $232.4K | 0.01% | +680 | New |
| Tred Avon Family Wealth, LLC | 677 | $231.4K | 0.08% | +677 | New |
