| waypoint wealth counsel | 628 | $364.8K | 0.23% | +628 | New |
| Callahan Advisors, LLC | 627 | $364.2K | 0.03% | +627 | New |
| Capstone Wealth Management, LLC | 627 | $364.2K | 0.17% | +627 | New |
| Prestige Wealth Management Group LLC | 626 | $363.7K | 0.07% | −80−11.3% | Reduced |
| Retirement Planning Group, LLC | 625 | $363.0K | 0.20% | +625 | New |
| Cascades Capital Asset Management, LLC | 624 | $362.5K | 0.13% | −891−58.8% | Reduced |
| BlueStem Wealth Partners, LLC | 624 | $362.5K | 0.04% | +624 | New |
| McCarthy Asset Management, Inc. | 622 | $361.3K | 0.17% | +622 | New |
| Parker Investment Management, LLC | 620 | $360.2K | 0.04% | +620 | New |
| Evermay Wealth Management LLC | 620 | $360.2K | 0.04% | +449+262.6% | Added |
| Augustine Asset Management Inc | 620 | $360.2K | 0.07% | +620 | New |
| Shira Ridge Wealth Management | 619 | $359.6K | 0.13% | +619 | New |
| Griffin Asset Management, Inc. | 618 | $359.0K | 0.04% | +618 | New |
| Sincerus Advisory, LLC | 617 | $358.4K | 0.24% | +617 | New |
| Wiregrass Investment Management LLC | 616 | $357.8K | 0.24% | +616 | New |
| Jackson, Grant Investment Advisers, Inc. | 616 | $357.8K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 616 | $357.8K | 0.13% | +616 | New |
| Lakeridge Wealth Management LLC | 616 | $357.7K | 0.13% | +616 | New |
| First Western Trust Bank | 614 | $356.7K | 0.02% | +614 | New |
| Israel Discount Bank of New York | 614 | $356.7K | 0.66% | +614 | New |
| Lineweaver Wealth Advisors, LLC | 614 | $356.7K | 0.04% | +614 | New |
| Elevated Financial Group LLC | 613 | $356.1K | 0.10% | +613 | New |
| Winter & Associates, Inc. | 613 | $356.1K | 0.27% | +613 | New |
| Conservest Capital Advisors, Inc. | 612 | $355.5K | 0.03% | +612 | New |
| Strategic Family Wealth Counselors, L.L.C. | 612 | $355.5K | 0.08% | +612 | New |
| Landscape Capital Management, L.L.C. | 611 | $354.9K | 0.02% | −6,877−91.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 611 | $354.9K | 0.14% | +611 | New |
| Beta Wealth Group, Inc. | 610 | $354.4K | 0.13% | −3,790−86.1% | Reduced |
| Retirement Management Systems Inc. | 610 | $354.4K | 0.07% | +610 | New |
| Papp L Roy & Associates | 609 | $353.8K | 0.04% | +609 | New |
| M. Kulyk & Associates, LLC | 609 | $353.8K | 0.06% | −566−48.2% | Reduced |
| Quartz Partners, LLC | 609 | $353.8K | 0.12% | +609 | New |
| Paces Ferry Wealth Advisors, LLC | 609 | $353.8K | 0.13% | +609 | New |
| Wick Capital Partners, LLC | 609 | $353.8K | 0.05% | +609 | New |
| Avail Investment Partners, LLC | 609 | $353.8K | 0.27% | +609 | New |
| 1492 Capital Management LLC | 608 | $353.2K | 0.10% | +608 | New |
| Brian Low Financial Group, LLC | 608 | $353.2K | 0.21% | +608 | New |
| Cloud Capital Management, LLC | 608 | $353.0K | 0.13% | +608 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 607 | $352.6K | 0.03% | +607 | New |
| Horst & Graben Wealth Management LLC | 649 | $351.0K | 0.05% | −44−6.3% | Reduced |
| Granite Bay Wealth Management, LLC | 605 | $351.0K | 0.03% | +605 | New |
| Boreal Capital Management LLC | 604 | $350.9K | 0.26% | −294−32.7% | Reduced |
| Capstone Triton Financial Group, LLC | 604 | $350.9K | 0.20% | +604 | New |
| Kachkovsky & Fisher, Inc. | 604 | $350.9K | 0.34% | +604 | New |
| Pachira Investments Inc. | 604 | $350.8K | 0.13% | +604 | New |
| Cookson Peirce & Co Inc | 603 | $350.3K | 0.01% | +603 | New |
| Wealth Watch Advisors, INC | 603 | $350.3K | 0.11% | +603 | New |
| Jackson Wealth Management, LLC | 603 | $350.0K | 0.21% | −953−61.2% | Reduced |
| Bauman Advisory Group, LLC | 602 | $349.7K | 0.19% | +602 | New |
| Genesis Wealth Advisors, LLC | 600 | $348.5K | 0.21% | +600 | New |
| IMPACTfolio, LLC | 600 | $348.5K | 0.13% | +600 | New |
| Financial Advisory Partners, LLC | 600 | $348.5K | 0.09% | +600 | New |
| Diversified Portfolios, Inc. | 599 | $348.0K | 0.03% | +599 | New |
| Presidio Capital Management, LLC | 599 | $348.0K | 0.09% | +599 | New |
| Equita Financial Network, Inc. | 599 | $348.0K | 0.10% | +599 | New |
| Outlook Wealth Advisors, LLC | 598 | $347.4K | 0.08% | +598 | New |
| Bradley & Co. Private Wealth Management, LLC | 598 | $347.4K | 0.17% | +184+44.4% | Added |
| Beverly Hills Private Wealth, LLC | 597 | $346.8K | 0.07% | +597 | New |
| Intergy Private Wealth, LLC | 597 | $346.8K | 0.08% | +597 | New |
| Auxier Asset Management | 595 | $345.6K | 0.05% | +595 | New |
| Connecticut Wealth Management, LLC | 595 | $345.6K | 0.01% | +595 | New |
| Delta Investment Management, LLC | 594 | $345.1K | 0.06% | +594 | New |
| Magnolia Private Wealth, LLC | 594 | $345.1K | 0.19% | +594 | New |
| GW Henssler & Associates Ltd | 592 | $343.9K | 0.02% | +592 | New |
| Port Capital LLC | 590 | $342.7K | 0.01% | +590 | New |
| MMBG Investment Advisors Co. | 590 | $342.7K | 0.03% | +590 | New |
| C2C Wealth Management, LLC | 590 | $342.7K | 0.27% | +590 | New |
| Legacy Edge Advisors, LLC | 590 | $342.7K | 0.03% | +590 | New |
| Seek First Inc. | 589 | $342.2K | 0.22% | +589 | New |
| Mission Financial Group, LLC | 588 | $341.8K | 0.28% | +588 | New |
| E&G Advisors, LP | 588 | $341.6K | 0.07% | +588 | New |
| Waterford Advisors, LLC | 588 | $341.6K | 0.09% | +588 | New |
| Paul Damon & Associates, Inc. | 587 | $341.0K | 0.13% | +587 | New |
| BFI Infinity Ltd. | 586 | $340.4K | 0.16% | +586 | New |
| DV Trading LLC | 950 | $339.2K | 0.03% | −5,401−85.0% | Reduced |
| Post Resch Tallon Group Inc. | 583 | $338.7K | 0.23% | +583 | New |
| Bank & Trust Co | 582 | $338.1K | 0.21% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 582 | $338.1K | 0.14% | +582 | New |
| Kapstone Financial Advisors LLC | 582 | $338.1K | 0.14% | +582 | New |
| Hansen & Associates Financial Group, Inc. | 610 | $336.8K | 0.19% | +610 | New |
| Quaker Wealth Management, LLC | 579 | $336.3K | 0.10% | +287+98.3% | Added |
| Macroview Investment Management LLC | 579 | $336.3K | 0.21% | +579 | New |
| Sand Hill Global Advisors, LLC | 579 | $336.3K | 0.01% | +579 | New |
| Urban Wealth Management, LLC | 578 | $335.8K | 0.29% | −707−55.0% | Reduced |
| Opal Wealth Advisors, LLC | 577 | $335.2K | 0.07% | +463+406.1% | Added |
| Collective Family Office LLC | 577 | $335.2K | 0.07% | +577 | New |
| Eaton Financial Holdings Company, LLC | 577 | $335.2K | 0.09% | +577 | New |
| Chung Wu Investment Group, LLC | 575 | $334.0K | 0.22% | +200+53.3% | Added |
| LWM Advisory Services, LLC | 574 | $333.4K | 0.60% | +574 | New |
| Sky Investment Group LLC | 573 | $332.9K | 0.05% | +573 | New |
| Global Wealth Strategies & Associates | 572 | $332.3K | 0.06% | +37+6.9% | Added |
| Financial Planning Hawaii, Inc. | 572 | $332.3K | 0.18% | +572 | New |
| Graetz Wealth LLC | 570 | $331.4K | 0.26% | +570 | New |
| Steigerwald, Gordon & Koch Inc. | 570 | $331.1K | 0.03% | 00.0% | Unchanged |
| Mayport, LLC | 570 | $331.1K | 0.05% | +570 | New |
| One Degree Advisors Inc | 613 | $331.0K | 0.07% | +613 | New |
| Alpha Financial Partners, LLC | 569 | $330.5K | 0.17% | +569 | New |
| Blue Water Asset Management | 567 | $329.5K | 0.11% | +567 | New |
| Quarry LP | 567 | $329.4K | 0.05% | +567 | New |
| Muirfield Wealth Advisors LLC | 567 | $329.4K | 0.21% | +567 | New |
