| Endowment Wealth Management, Inc. | 1,069 | $228.9K | 0.11% | +1,069 | New |
| StrongBox Wealth, LLC | 1,065 | $228.1K | 0.07% | +1,065 | New |
| Mechanics Financial Corp | 1,063 | $227.7K | 0.08% | +1,063 | New |
| FMA Wealth Management, LLC | 1,108 | $227.5K | 0.15% | +1,108 | New |
| Rialto Wealth Management, LLC | 1,060 | $227.0K | 0.05% | −5−0.5% | Reduced |
| Chapin Davis, Inc. | 1,058 | $226.6K | 0.05% | +1,058 | New |
| Financial Harvest, LLC | 1,058 | $226.6K | 0.14% | +1,058 | New |
| Miramontes Capital, LLC | 1,057 | $226.4K | 0.08% | +1,057 | New |
| Fort Point Capital Partners LLC | 991 | $225.9K | 0.03% | +991 | New |
| Saxon Interests, Inc. | 1,054 | $225.7K | 0.08% | +1,054 | New |
| CM Wealth Advisors LLC | 1,053 | $225.5K | 0.05% | +1,053 | New |
| Tocqueville Asset Management L.P. | 1,051 | $225.1K | 0.00% | +1,051 | New |
| Redmond Asset Management, LLC | 1,050 | $224.9K | 0.06% | +1,050 | New |
| Spinnaker Trust | 1,048 | $224.4K | 0.01% | +1,048 | New |
| Center for Wealth Management Advisory | 1,046 | $224.0K | 0.17% | +1,046 | New |
| Capital Analysts, LLC | 1,048 | $224.0K | 0.01% | +142+15.7% | Added |
| Lecap Asset Management Ltd | 1,045 | $223.8K | 0.09% | −7,605−87.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,042 | $223.1K | 0.05% | +1,042 | New |
| FLC Capital Advisors | 1,036 | $221.9K | 0.04% | +1,036 | New |
| Yarger Wealth Strategies, LLC | 1,035 | $221.7K | 0.10% | +1,035 | New |
| Riverbridge Partners LLC | 1,034 | $221.4K | 0.00% | +1,034 | New |
| Sunburst Financial Group, LLC | 1,032 | $221.0K | 0.04% | +1,032 | New |
| Peak Retirement Planning, Inc. | 1,031 | $220.8K | 0.05% | +1,031 | New |
| Warner Group LLC | 1,027 | $219.9K | 0.14% | +1,027 | New |
| Roberts Glore & Co Inc | 1,027 | $219.8K | 0.06% | +1,027 | New |
| Barrett & Company, Inc. | 1,025 | $219.5K | 0.07% | −900−46.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,025 | $219.5K | 0.04% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 1,025 | $219.5K | 0.08% | +1,025 | New |
| Bill Few Associates, Inc. | 1,023 | $219.1K | 0.05% | +1,023 | New |
| Aegis Wealth Management LLC | 1,022 | $218.9K | 0.12% | +1,022 | New |
| Blue Bell Private Wealth Management, LLC | 1,021 | $218.7K | 0.03% | −65−6.0% | Reduced |
| AdviceOne Advisory Services, LLC | 1,021 | $218.7K | 0.13% | +1,021 | New |
| Rise Advisors, LLC | 1,020 | $218.4K | 0.08% | −62−5.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,020 | $218.4K | 0.05% | +1,020 | New |
| Capital Wealth Alliance, LLC | 1,011 | $218.4K | 0.09% | +1,011 | New |
| American Investment Services, Inc. | 1,018 | $218.0K | 0.05% | +1,018 | New |
| Stephens Consulting, LLC | 1,013 | $216.9K | 0.07% | +1,013 | New |
| Bright Futures Wealth Management, LLC. | 1,013 | $216.9K | 0.16% | +1,013 | New |
| Leslie Global Wealth, LLC | 1,012 | $216.7K | 0.10% | +1,012 | New |
| WESPAC Advisors SoCal, LLC | 1,011 | $216.5K | 0.04% | +1,011 | New |
| Deseret Mutual Benefit Administrators | 1,010 | $216.3K | 0.09% | −60−5.6% | Reduced |
| Revisor Wealth Management LLC | 855 | $216.2K | 0.06% | +855 | New |
| Integrity Investment Advisors, LLC | 1,009 | $216.1K | 0.12% | +1,009 | New |
| Wellington-Altus USA Inc. | 1,008 | $215.9K | 0.16% | +1,008 | New |
| Wallington Asset Management, LLC | 1,006 | $215.4K | 0.03% | +1,006 | New |
| Smart Portfolios, LLC | 1,006 | $215.4K | 0.21% | +1,006 | New |
| Milestone Asset Management Group, LLC | 1,005 | $215.2K | 0.12% | +1,005 | New |
| CDM Financial Counseling Services, Inc. | 1,005 | $215.2K | 0.20% | +1,005 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,004 | $215.0K | 0.08% | +1,004 | New |
| BridgePort Financial Solutions, LLC | 1,004 | $215.0K | 0.06% | +1,004 | New |
| Signature Wealth Management Partners, LLC | 1,003 | $214.8K | 0.11% | +1,003 | New |
| Dala Group, LLC | 1,001 | $214.4K | 0.19% | +1,001 | New |
| Patton Fund Management, Inc. | 1,001 | $214.4K | 0.03% | −728−42.1% | Reduced |
| Ransom Advisory, Ltd | 1,000 | $214.2K | 0.08% | −1,315−56.8% | Reduced |
| Greenwood Gearhart Inc | 1,000 | $214.2K | 0.01% | +1,000 | New |
| MidWestOne Financial Group, Inc. | 1,000 | $214.2K | 0.02% | +1,000 | New |
| Retirement Income Solutions, Inc | 1,000 | $214.2K | 0.04% | +1,000 | New |
| Birchcreek Wealth Management, LLC | 1,000 | $214.2K | 0.11% | +1,000 | New |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $214.2K | 0.11% | +1,000 | New |
| Rachor Investment Advisory Services, LLC | 1,000 | $214.2K | 0.11% | +1,000 | New |
| Blue Rock Wealth Management LLC | 1,000 | $214.2K | 0.13% | +1,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $214.0K | 0.01% | +1,000 | New |
| Fiscal Wisdom Wealth Management, LLC | 999 | $213.9K | 0.20% | −90−8.3% | Reduced |
| Latitude Advisors, LLC | 998 | $213.7K | 0.09% | +998 | New |
| NFP Retirement, Inc. | 996 | $213.3K | 0.01% | +996 | New |
| Founders Grove Wealth Partners, LLC | 996 | $213.3K | 0.05% | +996 | New |
| Sonata Capital Group Inc | 995 | $213.1K | 0.08% | +995 | New |
| Clay Northam Wealth Management, LLC | 994 | $212.9K | 0.12% | +994 | New |
| Green Harvest Asset Management LLC | 993 | $212.7K | 0.00% | +993 | New |
| Michael S. Ryan, Inc. | 993 | $212.7K | 0.12% | +993 | New |
| Carl Stuart Investment Advisor, Inc | 988 | $211.6K | 0.19% | +988 | New |
| Barnes Wealth Management Group, Inc | 987 | $211.4K | 0.11% | +987 | New |
| Mosley Wealth Management | 896 | $211.1K | 0.10% | +896 | New |
| TCI Wealth Advisors, Inc. | 984 | $210.7K | 0.01% | +984 | New |
| Chaney Capital Management, Inc. | 983 | $210.5K | 0.07% | +983 | New |
| Valley National Advisers Inc | 981 | $210.0K | 0.03% | +50+5.4% | Added |
| Chemistry Wealth Management LLC | 979 | $209.7K | 0.04% | +979 | New |
| Galvin, Gaustad & Stein, LLC | 978 | $209.4K | 0.02% | +978 | New |
| CLG LLC | 978 | $209.4K | 0.05% | +978 | New |
| Sequent Planning LLC | 976 | $209.0K | 0.05% | +976 | New |
| Thompson Davis & Co., Inc. | 975 | $208.8K | 0.13% | +975 | New |
| Asio Capital, LLC | 975 | $208.8K | 0.03% | +975 | New |
| Chancellor Financial Group WB LP | 972 | $208.2K | 0.14% | +972 | New |
| Jackson Square Capital, LLC | 971 | $207.9K | 0.04% | +971 | New |
| MN Wealth Advisors, LLC | 971 | $207.9K | 0.11% | +971 | New |
| BBR Partners, LLC | 970 | $207.7K | 0.01% | +970 | New |
| Graves-Light Private Wealth Management, Inc. | 967 | $207.1K | 0.02% | +967 | New |
| Rice Partnership, LLC | 965 | $206.7K | 0.03% | +965 | New |
| Global Wealth Management, LLC | 965 | $206.7K | 0.11% | +965 | New |
| Hidden Cove Wealth Management, LLC | 964 | $206.4K | 0.13% | +964 | New |
| Burton Enright Welch | 955 | $204.5K | 0.03% | +955 | New |
| Monticello Wealth Management, LLC | 954 | $204.3K | 0.01% | +954 | New |
| Lantern Wealth Advisors, LLC | 954 | $204.3K | 0.11% | −646−40.4% | Reduced |
| Pennsylvania Capital Management Inc | 954 | $204.3K | 0.06% | +954 | New |
| Novem Group | 953 | $204.1K | 0.02% | −26−2.7% | Reduced |
| LWM Advisory Services, LLC | 953 | $204.1K | 0.12% | +953 | New |
| Walled Lake Planning & Wealth Management, LLC | 949 | $203.3K | 0.06% | +949 | New |
| WPG Advisers, LLC | 949 | $203.2K | 0.15% | +183+23.9% | Added |
| Canandaigua National Trust Co of Florida | 949 | $203.2K | 0.13% | +949 | New |
| Cercano Management LLC | 948 | $203.0K | 0.01% | +948 | New |
