| Garden State Investment Advisory Services LLC | 744 | $232.5K | 0.08% | +10+1.4% | Added |
| Vivid Wealth Management, LLC | 740 | $231.3K | 0.13% | −1,831−71.2% | Reduced |
| Peak Asset Management, LLC | 739 | $230.9K | 0.05% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 738 | $230.6K | 0.03% | +738 | New |
| Hoxton Planning & Management, LLC | 736 | $230.0K | 0.11% | −3−0.4% | Reduced |
| Beacon Financial Advisory LLC | 735 | $229.6K | 0.09% | +735 | New |
| Peddock Capital Advisors, LLC | 733 | $229.0K | 0.06% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 732 | $228.7K | 0.16% | +4+0.5% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 732 | $228.6K | 0.09% | −83−10.2% | Reduced |
| JNBA Financial Advisors | 731 | $228.4K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 732 | $228.0K | 0.13% | −9−1.2% | Reduced |
| TMD Wealth Management, LLC | 725 | $226.5K | 0.05% | −93−11.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 786 | $226.4K | 0.05% | +786 | New |
| Cape Investment Advisory, Inc. | 724 | $226.3K | 0.10% | −17−2.3% | Reduced |
| Kelman-Lazarov, Inc. | 724 | $226.2K | 0.04% | −10−1.4% | Reduced |
| Morton Brown Family Wealth, LLC | 683 | $226.1K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 721 | $225.3K | 0.09% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 716 | $223.8K | 0.02% | +716 | New |
| Narus Financial Partners, LLC | 716 | $223.7K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 716 | $223.7K | 0.11% | +716 | New |
| Concentrum Wealth Management | 714 | $223.1K | 0.09% | −4−0.6% | Reduced |
| First Financial Bank - Trust Division | 712 | $222.5K | 0.02% | −503−41.4% | Reduced |
| Capital Planning Advisors, LLC | 711 | $222.2K | 0.04% | −108−13.2% | Reduced |
| Calton & Associates, Inc. | 711 | $222.2K | 0.11% | −70−9.0% | Reduced |
| Stockman Wealth Management, Inc. | 711 | $222.2K | 0.04% | +711 | New |
| Monarch Capital Management Inc | 710 | $221.8K | 0.07% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 709 | $221.5K | 0.04% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 705 | $220.3K | 0.05% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 701 | $219.0K | 0.03% | +701 | New |
| Lloyd Advisory Services, LLC. | 701 | $219.0K | 0.10% | +701 | New |
| New World Advisors LLC | 700 | $218.7K | 0.06% | +700 | New |
| MRP Capital Investments, LLC | 700 | $218.7K | 0.20% | +700 | New |
| SRS Capital Advisors, Inc. | 698 | $218.1K | 0.02% | +592+558.5% | Added |
| Wealth Management Associates, Inc. | 697 | $217.8K | 0.10% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 697 | $217.8K | 0.08% | +697 | New |
| Maryland Capital Advisors Inc. | 696 | $217.5K | 0.12% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 695 | $217.3K | 0.10% | +695 | New |
| Lifestyle Asset Management, Inc. | 695 | $217.2K | 0.12% | −84−10.8% | Reduced |
| Long Island Wealth Management, Inc. | 695 | $217.0K | 0.15% | −14−2.0% | Reduced |
| Sound Income Strategies, LLC | 693 | $216.5K | 0.01% | −387−35.8% | Reduced |
| HBC Financial Services, PLLC | 646 | $216.0K | 0.14% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 690 | $215.6K | 0.09% | +31+4.7% | Added |
| Global Trust Asset Management, LLC | 690 | $215.4K | 0.09% | −100−12.7% | Reduced |
| Boston Common Asset Management, LLC | 687 | $215.0K | 0.01% | −13,531−95.2% | Reduced |
| Geneva Partners, LLC | 688 | $215.0K | 0.09% | +688 | New |
| HT Partners LLC | 686 | $214.3K | 0.08% | +686 | New |
| BlackDiamond Wealth Management Inc. | 657 | $213.3K | 0.14% | +657 | New |
| GoalVest Advisory LLC | 682 | $213.1K | 0.07% | +145+27.0% | Added |
| Lakeridge Wealth Management LLC | 680 | $212.5K | 0.13% | −31−4.4% | Reduced |
| Karpus Management, Inc. | 680 | $212.5K | 0.01% | +680 | New |
| Baron Silver Stevens Financial Advisors, LLC | 677 | $211.5K | 0.04% | −97−12.5% | Reduced |
| One Day In July LLC | 677 | $211.5K | 0.03% | +677 | New |
| Vista Investment Partners LLC | 674 | $210.6K | 0.07% | +674 | New |
| Traynor Capital Management, Inc. | 674 | $210.5K | 0.02% | −19,625−96.7% | Reduced |
| Consolidated Planning Corp | 673 | $210.2K | 0.03% | +673 | New |
| Pathway Financial Advisors LLC | 671 | $209.7K | 0.06% | +671 | New |
| Bridge Creek Capital Management LLC | 670 | $209.3K | 0.07% | +670 | New |
| Hamilton Wealth, LLC | 668 | $208.7K | 0.06% | +668 | New |
| Magnolia Capital Advisors LLC | 667 | $208.4K | 0.12% | +667 | New |
| Safeguard Financial, LLC | 666 | $208.1K | 0.06% | +666 | New |
| Capital Counsel LLC | 666 | $208.1K | 0.01% | +666 | New |
| Hoya Capital Real Estate, LLC | 666 | $208.1K | 4.08% | +666 | New |
| Palisades Hudson Asset Management, L.P. | 662 | $207.0K | 0.10% | −125−15.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 661 | $206.5K | 0.01% | −19−2.8% | Reduced |
| Luts & Greenleigh Group, Inc | 661 | $206.5K | 0.21% | +661 | New |
| Abacus Wealth Partners, LLC | 660 | $206.2K | 0.03% | −70−9.6% | Reduced |
| AJOVista, LLC | 659 | $205.9K | 0.59% | +659 | New |
| GEM Asset Management, LLC | 656 | $205.0K | 0.13% | +656 | New |
| Sax Wealth Advisors, LLC | 655 | $204.6K | 0.02% | +655 | New |
| M&R Capital Management Inc | 654 | $204.4K | 0.05% | +2+0.3% | Added |
| Cardinal Strategic Wealth Guidance | 654 | $204.3K | 0.07% | +654 | New |
| Hills Bank & Trust Co | 654 | $204.3K | 0.02% | +40+6.5% | Added |
| Bennett Selby Investments LP | 654 | $204.3K | 0.09% | +654 | New |
| Sand Hill Global Advisors, LLC | 653 | $204.0K | 0.01% | +653 | New |
| Inspirion Wealth Advisors, LLC | 650 | $203.1K | 0.03% | +650 | New |
| Weybosset Research & Management LLC | 650 | $203.0K | 0.08% | +650 | New |
| Intelligence Driven Advisers, LLC | 649 | $202.6K | 0.03% | −553−46.0% | Reduced |
| BCGM Wealth Management, LLC | 647 | $202.1K | 0.07% | +647 | New |
| Saxony Capital Management, LLC | 646 | $201.8K | 0.22% | +646 | New |
| Clarkston Capital Partners, LLC | 646 | $201.8K | 0.00% | +646 | New |
| Autumn Glory Partners, LLC | 646 | $201.8K | 0.10% | +646 | New |
| 626 Financial, LLC | 645 | $201.5K | 0.12% | +645 | New |
| Red Wave Investments LLC | 645 | $201.5K | 0.07% | +645 | New |
| ABLE Financial Group, LLC | 645 | $201.4K | 0.07% | +645 | New |
| Phillips Financial Management, LLC | 644 | $201.2K | 0.02% | +644 | New |
| Wallace Capital Management Inc. | 644 | $201.2K | 0.03% | +644 | New |
| Wescott Financial Advisory Group, LLC | 644 | $201.2K | 0.02% | +644 | New |
| Redwood Financial Network Corp | 644 | $201.1K | 0.17% | +644 | New |
| Nemes Rush Group LLC | 643 | $200.9K | 0.03% | −524−44.9% | Reduced |
| Firethorn Wealth Partners, LLC | 641 | $200.4K | 0.11% | +641 | New |
| Lanham O'Dell & Company, Inc. | 641 | $200.3K | 0.11% | +641 | New |
| Forbes Financial Planning, Inc. | 641 | $200.3K | 0.16% | +641 | New |
| SOA Wealth Advisors, LLC. | 631 | $197.1K | 0.04% | −31−4.7% | Reduced |
| Rise Advisors, LLC | 627 | $196.0K | 0.10% | +4+0.6% | Added |
| JJJ Advisors Inc. | 620 | $193.7K | 0.04% | −107−14.7% | Reduced |
| Planning Capital Management Corp | 612 | $191.1K | 0.13% | −6−1.0% | Reduced |
| Bruce G. Allen Investments, LLC | 607 | $189.7K | 0.16% | −48−7.3% | Reduced |
| Belmont Capital, LLC | 606 | $189.2K | 0.04% | −62−9.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 604 | $188.7K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 602 | $188.1K | 0.08% | −202−25.1% | Reduced |
