| Clay Northam Wealth Management, LLC | 445 | $319.8K | 0.18% | +445 | New |
| Beaumont Financial Advisors, LLC | 444 | $319.1K | 0.02% | +444 | New |
| GWN Securities Inc. | 442 | $317.6K | 0.07% | +442 | New |
| Signet Financial Management, LLC | 439 | $315.4K | 0.04% | +439 | New |
| Foster Group, Inc. | 435 | $312.6K | 0.01% | +435 | New |
| Sage Mountain Advisors LLC | 433 | $311.1K | 0.02% | +433 | New |
| Brown Brothers Harriman & Co | 432 | $310.4K | 0.00% | +293+210.8% | Added |
| Western Wealth Management, LLC | 431 | $309.7K | 0.02% | +431 | New |
| Sound View Wealth Advisors Group, LLC | 429 | $308.3K | 0.02% | −192−30.9% | Reduced |
| Abacus Planning Group, Inc. | 428 | $307.5K | 0.04% | +428 | New |
| Massmutual Trust Co FSB | 427 | $306.8K | 0.01% | +115+36.9% | Added |
| Drucker Wealth 3.0, LLC | 426 | $305.9K | 0.05% | +426 | New |
| Steel Peak Wealth Management LLC | 425 | $305.4K | 0.01% | −4,028−90.5% | Reduced |
| TABR Capital Management, LLC | 427 | $304.2K | 0.21% | +427 | New |
| Founders Financial Alliance, LLC | 422 | $303.2K | 0.06% | +422 | New |
| JGP Wealth Management, LLC | 442 | $301.9K | 0.03% | +442 | New |
| Rathbone Brothers plc | 418 | $300.3K | 0.00% | −219−34.4% | Reduced |
| Clarius Group, LLC | 416 | $298.9K | 0.02% | +416 | New |
| Owen LaRue, LLC | 415 | $298.2K | 0.12% | +415 | New |
| Cary Street Partner Investment Advisory LLC | 412 | $296.0K | 0.12% | +412 | New |
| WMG Financial Advisors, LLC | 412 | $296.0K | 0.10% | +412 | New |
| Atlantic Union Bankshares Corp | 409 | $293.9K | 0.01% | +100+32.4% | Added |
| Patton Fund Management, Inc. | 408 | $293.2K | 0.05% | +408 | New |
| Aspen Grove Capital, LLC | 408 | $293.2K | 0.05% | +408 | New |
| Proficio Capital Partners LLC | 407 | $292.4K | 0.02% | −864−68.0% | Reduced |
| Sherman Porfolios, LLC | 407 | $292.4K | 0.10% | −726−64.1% | Reduced |
| Grimes & Company, Inc. | 406 | $291.8K | 0.01% | +406 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 406 | $291.7K | 0.18% | +256+170.7% | Added |
| Annex Advisory Services, LLC | 405 | $291.0K | 0.01% | −327−44.7% | Reduced |
| Capital Advantage, Inc. | 405 | $291.0K | 0.04% | +405 | New |
| Financial Partners Group, Inc | 405 | $290.9K | 0.04% | +405 | New |
| Silver Oak Securities, Inc | 404 | $290.3K | 0.02% | +404 | New |
| Keystone Financial Services | 404 | $290.3K | 0.09% | +404 | New |
| Catalyst Financial Partners LLC | 404 | $290.3K | 0.04% | +404 | New |
| Brandywine Oak Private Wealth LLC | 403 | $289.4K | 0.03% | +403 | New |
| Clark & Stuart, Inc | 401 | $288.1K | 0.21% | +401 | New |
| Sava Infond d.o.o. | 400 | $287.4K | 0.04% | +200+100.0% | Added |
| Kassira Wealth Management LLC | 400 | $287.4K | 0.28% | +400 | New |
| XML Financial, LLC | 395 | $283.8K | 0.02% | +395 | New |
| Ewa, LLC | 395 | $283.8K | 0.08% | +395 | New |
| DRW Securities, LLC | 395 | $283.6K | 0.01% | −5,660−93.5% | Reduced |
| Stonebrook Private Inc. | 393 | $282.4K | 0.06% | +393 | New |
| Warren Street Wealth Advisors, LLC | 392 | $281.7K | 0.08% | +392 | New |
| Truepoint, Inc. | 391 | $280.9K | 0.01% | +391 | New |
| Second Half Financial Partners, LLC | 388 | $278.8K | 0.12% | +388 | New |
| Valmark Advisers, Inc. | 384 | $275.9K | 0.00% | +384 | New |
| Fisher Asset Management, LLC | 381 | $274.7K | 0.00% | +381 | New |
| Transcend Wealth Collective, LLC | 382 | $274.5K | 0.02% | +382 | New |
| Octavia Wealth Advisors, LLC | 381 | $273.8K | 0.03% | +381 | New |
| BLB&B Advisors, LLC | 381 | $273.6K | 0.01% | +381 | New |
| Crestwood Advisors Group LLC | 380 | $273.0K | 0.00% | +380 | New |
| LWM Advisory Services, LLC | 375 | $269.5K | 0.16% | +375 | New |
| Meridian Wealth Partners, LLC | 374 | $268.7K | 0.04% | +374 | New |
| Beck Capital Management, LLC | 374 | $268.7K | 0.06% | +374 | New |
| International Assets Investment Management, LLC | 797 | $268.3K | 0.02% | +14+1.8% | Added |
| Advisor OS, LLC | 371 | $266.6K | 0.02% | +371 | New |
| Carter Financial Group, INC. | 371 | $266.6K | 0.16% | +371 | New |
| Werba Rubin Papier Wealth Management | 368 | $264.4K | 0.04% | +368 | New |
| Yukon Wealth Management, Inc. | 368 | $264.4K | 0.09% | +368 | New |
| First American Trust, FSB | 366 | $262.6K | 0.02% | +366 | New |
| Cardiff Park Advisors, LLC | 364 | $261.5K | 0.02% | +364 | New |
| Steinberganna Wealth Management | 364 | $261.5K | 0.12% | +364 | New |
| Oversea-Chinese Banking CORP Ltd | 364 | $261.5K | 0.01% | −1,199−76.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 364 | $261.0K | 0.09% | +219+151.0% | Added |
| Syverson Strege & Co | 360 | $258.7K | 0.06% | +360 | New |
| Cullen/Frost Bankers, Inc. | 359 | $258.0K | 0.00% | +10+2.9% | Added |
| Kestra Investment Management, LLC | 356 | $255.8K | 0.01% | +356 | New |
| Capital Planning Advisors, LLC | 354 | $254.4K | 0.03% | −329−48.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 353 | $253.6K | 0.01% | +353 | New |
| Keb Asset Management, LLC | 353 | $253.6K | 0.06% | +353 | New |
| Warren Averett Asset Management, LLC | 352 | $252.6K | 0.00% | +352 | New |
| Sig Brokerage, LP | 351 | $252.2K | 0.06% | +351 | New |
| Round Rock Advisors, LLC | 351 | $252.2K | 0.04% | +351 | New |
| Nalls Sherbakoff Group, LLC | 350 | $251.5K | 0.17% | +100+40.0% | Added |
| Poehling Capital Management, LLC | 350 | $251.5K | 0.05% | +350 | New |
| Tower Wealth Partners, Inc. | 350 | $251.5K | 0.14% | +350 | New |
| St Germain D J Co Inc | 346 | $248.6K | 0.01% | −36−9.4% | Reduced |
| James Investment Research Inc | 346 | $248.6K | 0.03% | +346 | New |
| Petros Family Wealth, LLC | 346 | $248.6K | 0.21% | +346 | New |
| FSM Wealth Advisors, LLC | 345 | $248.1K | 0.04% | +345 | New |
| Element Wealth, LLC | 344 | $247.1K | 0.11% | +344 | New |
| SOA Wealth Advisors, LLC. | 342 | $245.7K | 0.04% | +230+205.4% | Added |
| MJP Associates Inc | 342 | $245.7K | 0.03% | +342 | New |
| Journey Strategic Wealth LLC | 342 | $245.7K | 0.01% | +342 | New |
| Rollins Financial Advisors, LLC | 341 | $244.9K | 0.04% | +341 | New |
| TFB Advisors LLC | 412 | $243.1K | 0.07% | +412 | New |
| Archford Capital Strategies, LLC | 338 | $242.9K | 0.03% | +338 | New |
| BCGM Wealth Management, LLC | 337 | $242.1K | 0.06% | +337 | New |
| Total Clarity Wealth Management, Inc. | 335 | $240.7K | 0.06% | +335 | New |
| Transatlantique Private Wealth LLC | 335 | $240.7K | 0.08% | +335 | New |
| Phillips Financial Management, LLC | 333 | $239.3K | 0.02% | +333 | New |
| Principal Street Partners, LLC | 329 | $236.4K | 0.04% | +329 | New |
| Prairie Wealth Advisors, Inc. | 327 | $235.0K | 0.10% | +327 | New |
| Cypress Wealth Services, LLC | 326 | $234.2K | 0.04% | +326 | New |
| Traveka Wealth, LLC | 326 | $234.2K | 0.10% | +326 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 325 | $233.5K | 0.08% | +325 | New |
| Adapt Wealth Advisors, LLC | 325 | $233.5K | 0.09% | +325 | New |
| Gibbs Wealth Management | 324 | $232.8K | 0.05% | +324 | New |
| Qsemble Capital Management, LP | 323 | $232.1K | 0.02% | −3,609−91.8% | Reduced |
| Intrua Financial, LLC | 323 | $232.1K | 0.03% | +323 | New |
