| Riverbridge Partners LLC | 1,034 | $600.7K | 0.02% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,034 | $600.5K | 0.30% | +29+2.9% | Added |
| Cranbrook Wealth Management, LLC | 1,025 | $595.4K | 0.11% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,162 | $594.5K | 0.14% | +496+74.5% | Added |
| Investmark Advisory Group LLC | 1,021 | $593.1K | 0.23% | −94−8.4% | Reduced |
| Tidemark, LLC | 1,021 | $593.1K | 0.13% | −5−0.5% | Reduced |
| AdviceOne Advisory Services, LLC | 1,021 | $593.1K | 0.34% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,019 | $591.9K | 0.12% | −315−23.6% | Reduced |
| Global Wealth Management, LLC | 1,015 | $589.6K | 0.30% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,011 | $587.3K | 0.08% | +1,011 | New |
| Aegis Wealth Management LLC | 1,010 | $586.7K | 0.28% | −12−1.2% | Reduced |
| Bell Investment Advisors, Inc | 1,009 | $586.1K | 0.09% | +82+8.8% | Added |
| CLG LLC | 1,008 | $585.8K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,008 | $585.4K | 0.03% | +1,008 | New |
| Meadow Creek Wealth Advisors LLC | 1,006 | $584.4K | 0.36% | +1,006 | New |
| Baron Wealth Management LLC | 1,005 | $583.8K | 0.15% | +1,005 | New |
| DecisionMap Wealth Management, LLC | 1,005 | $583.8K | 0.33% | +1,005 | New |
| Three Arch Wealth Management LLC | 1,004 | $583.2K | 0.09% | +1,004 | New |
| Triangle Securities Wealth Management | 1,003 | $582.7K | 0.12% | −287−22.2% | Reduced |
| Deltec Asset Management LLC | 1,000 | $580.9K | 0.09% | −1,000−50.0% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,000 | $580.9K | 0.33% | −500−33.3% | Reduced |
| Fortis Advisors, LLC | 1,000 | $580.9K | 0.27% | −450−31.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $580.9K | 0.27% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1,000 | $580.9K | 0.29% | 00.0% | Unchanged |
| Monolith Management Ltd | 1,000 | $580.9K | 0.35% | +1,000 | New |
| Promethium Advisors,llc | 1,000 | $580.9K | 0.28% | +1,000 | New |
| LongView Wealth Management | 996 | $578.6K | 0.15% | +84+9.2% | Added |
| Greenland Capital Management LP | 993 | $576.8K | 0.11% | −5,671−85.1% | Reduced |
| Core Wealth Advisors, Inc. | 992 | $576.3K | 0.12% | +992 | New |
| Golden Road Advisors LLC | 991 | $575.7K | 0.28% | +3+0.3% | Added |
| Smith Shellnut Wilson LLC | 987 | $573.4K | 0.21% | +987 | New |
| Ironwood Financial, llc | 1,072 | $572.9K | 0.09% | −83−7.2% | Reduced |
| Burton Enright Welch | 986 | $572.8K | 0.07% | +986 | New |
| Roberts Glore & Co Inc | 986 | $572.5K | 0.14% | −43−4.2% | Reduced |
| Potentia Wealth | 984 | $571.6K | 0.23% | +984 | New |
| Sequent Planning LLC | 984 | $571.6K | 0.12% | +984 | New |
| BCV Asset Management Inc. | 1,053 | $569.2K | 0.02% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 977 | $567.5K | 0.07% | −268−21.5% | Reduced |
| Oder Investment Management, LLC | 977 | $567.5K | 0.38% | −140−12.5% | Reduced |
| Atlas Private Wealth Advisors | 976 | $567.0K | 0.12% | −128−11.6% | Reduced |
| Vilga Financial Planning LLC | 976 | $567.0K | 0.43% | −9−0.9% | Reduced |
| Sage Investment Advisers LLC | 975 | $566.4K | 0.38% | −3,045−75.7% | Reduced |
| Woodward Diversified Capital, LLC | 975 | $566.4K | 0.25% | +118+13.8% | Added |
| Centurion Wealth Management LLC | 974 | $565.8K | 0.14% | −228−19.0% | Reduced |
| Trustmark National Bank Trust Department | 974 | $565.8K | 0.03% | +974 | New |
| TCI Wealth Advisors, Inc. | 974 | $565.7K | 0.02% | +974 | New |
| Terry L. Blaker | 973 | $565.2K | 0.02% | +973 | New |
| Novem Group | 970 | $563.5K | 0.06% | −155−13.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 968 | $562.3K | 0.07% | +968 | New |
| Clarion Wealth Managment Partners, LLC | 968 | $562.3K | 0.45% | +968 | New |
| Allied Private Wealth LLC | 1,086 | $561.9K | 0.36% | +1,086 | New |
| Signature Wealth Management Partners, LLC | 967 | $561.7K | 0.26% | −36−3.6% | Reduced |
| First Command Advisory Services, Inc. | 967 | $561.7K | 0.00% | +114+13.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 967 | $561.7K | 0.05% | +967 | New |
| Chiron Capital Management, LLC | 965 | $560.6K | 0.50% | −4,503−82.4% | Reduced |
| Oarsman Capital, Inc. | 964 | $560.0K | 0.06% | −1,610−62.5% | Reduced |
| NFP Retirement, Inc. | 961 | $558.2K | 0.03% | +961 | New |
| BridgePort Financial Solutions, LLC | 958 | $556.4K | 0.14% | +958 | New |
| Lumbard & Kellner, LLC | 956 | $555.4K | 0.17% | +956 | New |
| Cardinal Point Capital Management, ULC | 954 | $554.2K | 0.03% | +954 | New |
| Capital Analysts, LLC | 953 | $554.0K | 0.01% | −72−7.0% | Reduced |
| WJ Wealth Management, LLC | 953 | $553.6K | 0.22% | +953 | New |
| PlanVest Financial, Inc | 953 | $553.6K | 0.37% | +250+35.6% | Added |
| Sonata Capital Group Inc | 950 | $551.9K | 0.18% | +950 | New |
| Cogent Private Wealth, Inc. | 949 | $551.3K | 0.34% | +949 | New |
| Cercano Management LLC | 948 | $550.7K | 0.07% | +948 | New |
| Whitener Capital Management, Inc. | 945 | $549.0K | 0.12% | +945 | New |
| WestHill Financial Advisors, Inc. | 943 | $547.8K | 0.09% | −289−23.5% | Reduced |
| First Horizon Corp | 943 | $547.8K | 0.02% | +109+13.1% | Added |
| Kelman-Lazarov, Inc. | 943 | $547.8K | 0.07% | +943 | New |
| United Capital Management of KS, Inc. | 941 | $546.6K | 0.07% | −3,120−76.8% | Reduced |
| Mach-1 Financial Group, Inc. | 941 | $546.6K | 0.21% | +941 | New |
| Alessandra Capital Management, LLC | 938 | $545.1K | 0.39% | −572−37.9% | Reduced |
| Mokosak Advisory Group, LLC | 937 | $544.3K | 0.12% | +937 | New |
| American Financial Advisors, LLC | 936 | $543.7K | 0.07% | −280−23.0% | Reduced |
| Cedar Wealth Management, LLC | 936 | $543.7K | 0.14% | +936 | New |
| Quest 10 Wealth Builders, Inc. | 935 | $543.0K | 0.42% | −39−4.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 933 | $542.0K | 0.00% | +933 | New |
| Arthur M. Cohen & Associates, LLC | 932 | $541.4K | 0.08% | +932 | New |
| LifeWealth Investments, LLC | 931 | $540.8K | 0.14% | +931 | New |
| Fund Advisors of America Inc | 931 | $540.8K | 0.49% | +931 | New |
| Barnes Pettey Financial Advisors, LLC | 929 | $539.7K | 0.17% | +929 | New |
| BCS Wealth Management | 927 | $538.5K | 0.10% | +927 | New |
| Stanich Group LLC | 926 | $537.9K | 0.34% | +926 | New |
| Range Financial Group LLC | 925 | $537.3K | 0.15% | +925 | New |
| Laurel Wealth Advisors LLC | 921 | $535.0K | 0.05% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 920 | $534.4K | 0.15% | −145−13.6% | Reduced |
| John G Ullman & Associates Inc | 919 | $534.0K | 0.06% | +919 | New |
| Evergreen Private Wealth LLC | 917 | $532.7K | 0.20% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 917 | $532.7K | 0.06% | +917 | New |
| RDA Financial Network | 917 | $532.7K | 0.12% | +917 | New |
| Channel Wealth LLC | 917 | $532.7K | 0.12% | +917 | New |
| Arlington Trust Co LLC | 915 | $531.5K | 0.04% | +29+3.3% | Added |
| Chapin Davis, Inc. | 913 | $530.4K | 0.09% | −145−13.7% | Reduced |
| Daner Wealth Management, LLC | 1,098 | $530.3K | 0.29% | +13+1.2% | Added |
| Cadence Wealth Management LLC | 912 | $529.6K | 0.24% | +912 | New |
| Kennebec Savings Bank | 910 | $528.6K | 0.42% | +836+1,129.7% | Added |
| Alpine Global Management, LLC | 910 | $528.6K | 0.09% | +910 | New |
| River Street Advisors LLC | 907 | $526.9K | 0.16% | +907 | New |
| Wagner Wealth Management, LLC | 907 | $526.9K | 0.10% | +907 | New |
