| Private Wealth Partners, LLC | 829 | $258.3K | 0.02% | +829 | New |
| Fielder Capital Group LLC | 828 | $258.1K | 0.07% | +828 | New |
| Barnes Wealth Management Group, Inc | 828 | $258.0K | 0.17% | +56+7.3% | Added |
| Financial Advisors Network, Inc. | 828 | $258.0K | 0.04% | +35+4.4% | Added |
| Essex LLC | 825 | $257.2K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 824 | $256.7K | 0.07% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 824 | $256.7K | 0.05% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 882 | $256.6K | 0.14% | −9−1.0% | Reduced |
| Mayfair Advisory Group, LLC | 823 | $256.4K | 0.15% | −19−2.3% | Reduced |
| World Equity Group, Inc. | 812 | $256.4K | 0.07% | −171−17.4% | Reduced |
| Vista Private Wealth Partners. LLC | 823 | $256.3K | 0.09% | +155+23.2% | Added |
| Balanced Rock Investment Advisor | 821 | $255.8K | 0.20% | −52−6.0% | Reduced |
| Ariadne Wealth Management, LP | 960 | $255.2K | 0.13% | +44+4.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 819 | $255.2K | 0.08% | −34−4.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 814 | $253.6K | 0.06% | −1−0.1% | Reduced |
| Summit Place Financial Advisors, LLC | 813 | $253.3K | 0.14% | 00.0% | Unchanged |
| Janney Capital Management LLC | 813 | $253.0K | 0.02% | −16,445−95.3% | Reduced |
| Loomis Sayles & Co L P | 810 | $252.0K | 0.00% | +269+49.7% | Added |
| Gateway Wealth Partners, LLC | 808 | $251.8K | 0.06% | +808 | New |
| Roundview Capital LLC | 806 | $251.1K | 0.02% | −75−8.5% | Reduced |
| Winthrop Advisory Group LLC | 804 | $250.6K | 0.03% | −35−4.2% | Reduced |
| Wedge Capital Management L L P | 804 | $250.5K | 0.00% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 801 | $249.6K | 0.05% | +801 | New |
| Atlantic Family Wealth, LLC | 801 | $249.6K | 0.23% | +801 | New |
| Ascension Capital Advisors, Inc. | 800 | $249.2K | 0.11% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 799 | $248.9K | 0.04% | +5+0.6% | Added |
| Silver Lake Advisory, LLC | 798 | $248.7K | 0.11% | +5+0.6% | Added |
| Gries Financial LLC | 797 | $248.3K | 0.05% | −7,176−90.0% | Reduced |
| Crescent Grove Advisors, LLC | 797 | $248.3K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 918 | $248.2K | 0.17% | +4+0.4% | Added |
| Phillips Financial Management, LLC | 793 | $247.1K | 0.02% | +793 | New |
| Fulcrum Equity Management | 793 | $246.9K | 0.27% | −114−12.6% | Reduced |
| TRUE Private Wealth Advisors | 791 | $246.6K | 0.03% | +6+0.8% | Added |
| Thrive Capital Management, LLC | 791 | $246.5K | 0.15% | +791 | New |
| Caitong International Asset Management Co., Ltd | 791 | $246.4K | 0.18% | +293+58.8% | Added |
| Affinity Capital Advisors, LLC | 861 | $246.3K | 0.05% | +37+4.5% | Added |
| BCS Wealth Management | 790 | $246.0K | 0.06% | −3−0.4% | Reduced |
| Foster Group, Inc. | 789 | $245.9K | 0.01% | +789 | New |
| Brass Tax Wealth Management, Inc | 785 | $244.6K | 0.05% | 00.0% | Unchanged |
| Motco | 785 | $244.6K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 785 | $244.6K | 0.15% | +185+30.8% | Added |
| Blackston Financial Advisory Group, LLC | 783 | $244.1K | 0.17% | −275−26.0% | Reduced |
| One Wealth Capital Management, LLC | 782 | $243.6K | 0.13% | +782 | New |
| Evergreen Private Wealth LLC | 780 | $243.1K | 0.11% | 00.0% | Unchanged |
| Advisors Management Group Inc | 780 | $243.0K | 0.05% | −6−0.8% | Reduced |
| Burling Wealth Partners, LLC | 775 | $241.5K | 0.05% | −154−16.6% | Reduced |
| Axiom Financial Strategies, LLC | 775 | $241.5K | 0.14% | 00.0% | Unchanged |
| Bank of Hawaii | 774 | $241.1K | 0.01% | −59−7.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 773 | $240.9K | 0.09% | +3+0.4% | Added |
| Quest Investment Management LLC | 772 | $240.5K | 0.03% | 00.0% | Unchanged |
| Compass Capital Corp | 885 | $240.3K | 0.13% | +15+1.7% | Added |
| Green Harvest Asset Management LLC | 771 | $240.2K | 0.01% | −50−6.1% | Reduced |
| Goldstone Financial Group, LLC | 769 | $239.4K | 0.04% | +769 | New |
| Marshall Financial Group LLC | 768 | $239.3K | 0.05% | −189−19.7% | Reduced |
| Omnia Family Wealth, LLC | 768 | $239.3K | 0.10% | +768 | New |
| Wolverine Trading, LLC | 779 | $239.1K | 0.01% | −46,433−98.3% | Reduced |
| Cardiff Park Advisors, LLC | 766 | $238.6K | 0.02% | −35−4.4% | Reduced |
| Constitution Capital LLC | 765 | $238.3K | 0.13% | +765 | New |
| M3 Advisory Group, LLC | 764 | $238.2K | 0.19% | −87−10.2% | Reduced |
| West Financial Advisors, LLC | 764 | $238.0K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 764 | $238.0K | 0.07% | −46−5.7% | Reduced |
| QTR Family Wealth, LLC | 763 | $237.7K | 0.18% | +763 | New |
| Guild Investment Management, Inc. | 762 | $237.4K | 0.25% | +762 | New |
| Monarch Capital Management Inc | 760 | $236.8K | 0.07% | +760 | New |
| Spartan Planning & Wealth Management | 760 | $236.8K | 0.23% | +760 | New |
| Asset Planning Corporation | 758 | $236.2K | 0.14% | +758 | New |
| Wealth Group Ltd | 758 | $236.2K | 0.07% | +758 | New |
| Greenwood Gearhart Inc | 756 | $235.5K | 0.02% | +756 | New |
| Vista Capital Partners, Inc. | 756 | $235.5K | 0.03% | +756 | New |
| Peddock Capital Advisors, LLC | 755 | $235.2K | 0.06% | +755 | New |
| US Financial Advisors, LLC | 754 | $234.9K | 0.07% | +754 | New |
| Lakewood Asset Management LLC | 754 | $234.8K | 0.16% | −1,723−69.6% | Reduced |
| Shilanski & Associates, Inc. | 753 | $234.6K | 0.07% | +753 | New |
| Concentrum Wealth Management | 753 | $234.5K | 0.09% | +753 | New |
| Perkins Coie Trust Co | 752 | $234.3K | 0.05% | +2+0.3% | Added |
| Titleist Asset Management, LLC | 752 | $234.2K | 0.03% | +752 | New |
| Invst, LLC | 751 | $234.0K | 0.03% | −96−11.3% | Reduced |
| Wilkins Investment Counsel Inc | 751 | $234.0K | 0.03% | +751 | New |
| Center for Financial Planning, Inc. | 750 | $233.7K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 750 | $233.7K | 0.13% | 00.0% | Unchanged |
| First National Bank | 750 | $233.7K | 0.15% | +750 | New |
| Drexel Morgan & Co. | 750 | $233.7K | 0.05% | +750 | New |
| Bruce G. Allen Investments, LLC | 749 | $233.4K | 0.18% | +158+26.7% | Added |
| Breed's Hill Capital LLC | 749 | $233.3K | 0.13% | +749 | New |
| Gilman Hill Asset Management, LLC | 748 | $233.2K | 0.04% | +748 | New |
| Redwood Park Advisors LLC | 748 | $233.0K | 0.20% | +5+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 747 | $232.7K | 0.05% | +747 | New |
| Mount Yale Investment Advisors, LLC | 744 | $231.8K | 0.02% | −2,082−73.7% | Reduced |
| Pinnacle Bancorp, Inc. | 744 | $231.8K | 0.08% | +7+0.9% | Added |
| Investors Asset Management of Georgia Inc | 744 | $231.8K | 0.12% | +744 | New |
| Abel Hall, LLC | 744 | $231.8K | 0.14% | +744 | New |
| First Citizens Financial Corp | 742 | $231.2K | 0.13% | +742 | New |
| Lanham O'Dell & Company, Inc. | 741 | $231.1K | 0.13% | +741 | New |
| Griffin Asset Management, Inc. | 739 | $230.3K | 0.03% | +739 | New |
| Claris Financial LLC | 883 | $230.2K | 0.15% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 739 | $230.2K | 0.04% | +739 | New |
| Wealth Advisors Northwest LLC | 739 | $230.2K | 0.15% | +739 | New |
| Traveka Wealth, LLC | 735 | $229.0K | 0.13% | +735 | New |
| Texas Capital Bancshares Inc | 734 | $228.7K | 0.10% | +734 | New |
| Global Trust Asset Management, LLC | 734 | $228.5K | 0.14% | 00.0% | Unchanged |
