| Brown, Lisle/Cummings, Inc. | 921 | $326.6K | 0.07% | +5+0.5% | Added |
| Wealthcare Advisory Partners LLC | 919 | $325.9K | 0.01% | +919 | New |
| GoalFusion Wealth Management, LLC | 905 | $320.9K | 0.13% | +905 | New |
| TABR Capital Management, LLC | 900 | $319.1K | 0.27% | +900 | New |
| QTR Family Wealth, LLC | 897 | $318.0K | 0.11% | +897 | New |
| PW Nova Financial Services LLC | 895 | $317.3K | 0.07% | +895 | New |
| Murphy & Mullick Capital Management Corp | 891 | $315.9K | 0.20% | +15+1.7% | Added |
| Wealth Architects, LLC | 877 | $311.0K | 0.02% | +877 | New |
| Valley National Advisers Inc | 870 | $308.5K | 0.03% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 870 | $308.5K | 0.02% | +870 | New |
| Gotham Asset Management, LLC | 868 | $307.8K | 0.00% | +868 | New |
| Midwest Financial Group LLC | 863 | $306.0K | 0.11% | +863 | New |
| FreeGulliver LLC | 855 | $303.2K | 0.11% | +855 | New |
| Strategic Investment Advisors | 853 | $302.4K | 0.02% | −12−1.4% | Reduced |
| Forefront Wealth Partners, LLC | 846 | $300.0K | 0.09% | −557−39.7% | Reduced |
| Spire Wealth Management | 845 | $299.6K | 0.01% | −355−29.6% | Reduced |
| Steel Peak Wealth Management LLC | 839 | $297.4K | 0.01% | −1,273−60.3% | Reduced |
| SHP Wealth Management | 839 | $297.4K | 0.02% | +218+35.1% | Added |
| Gsa Capital Partners LLP | 837 | $297.0K | 0.02% | +837 | New |
| Vertrix Wealth Management, LLC | 823 | $291.8K | 0.10% | +823 | New |
| STG Securities, LLC | 815 | $289.0K | 0.31% | +815 | New |
| Royal Fund Management, LLC | 809 | $286.8K | 0.02% | −37,535−97.9% | Reduced |
| Jeppson Wealth Management, LLC | 806 | $285.8K | 0.08% | +806 | New |
| Verus Capital Partners, LLC | 805 | $285.4K | 0.02% | +805 | New |
| Aspen Investment Management Inc | 805 | $285.0K | 0.08% | +805 | New |
| Carson Advisory Inc. | 800 | $283.7K | 0.13% | +800 | New |
| Chicago Partners Investment Group LLC | 999 | $282.8K | 0.01% | −833−45.5% | Reduced |
| Victrix Investment Advisors | 796 | $282.2K | 0.12% | +796 | New |
| Acorn Wealth Advisors, LLC | 790 | $280.1K | 0.07% | +790 | New |
| Benjamin Edwards Inc | 781 | $276.9K | 0.00% | +781 | New |
| Atlantic Union Bankshares Corp | 775 | $274.8K | 0.00% | +80+11.5% | Added |
| Leavell Investment Management, Inc. | 775 | $274.8K | 0.01% | +775 | New |
| First Bank & Trust | 773 | $274.1K | 0.04% | +773 | New |
| Victory Financial Group, LLC | 772 | $273.7K | 0.03% | +772 | New |
| Smith Shellnut Wilson LLC | 771 | $273.4K | 0.10% | +771 | New |
| Nwam LLC | 767 | $272.0K | 0.01% | −935−54.9% | Reduced |
| MCF Advisors LLC | 764 | $270.9K | 0.01% | +80+11.7% | Added |
| Visionary Wealth Advisors | 762 | $270.2K | 0.01% | +762 | New |
| GeoWealth Management, LLC | 754 | $266.9K | 0.01% | +754 | New |
| Fischer Financial Services, Inc. | 751 | $266.3K | 0.07% | +751 | New |
| Westside Investment Management, Inc. | 750 | $265.9K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 740 | $262.5K | 0.01% | +740 | New |
| Greenwich Wealth Management LLC | 735 | $261.0K | 0.01% | +735 | New |
| Stronghold Wealth Management L.L.C. | 736 | $261.0K | 0.35% | +736 | New |
| Courier Capital LLC | 730 | $258.8K | 0.01% | +730 | New |
| Apollon Financial, LLC | 718 | $254.6K | 0.03% | +718 | New |
| SeaCrest Wealth Management, LLC | 713 | $252.8K | 0.03% | +713 | New |
| Stiles Financial Services Inc | 710 | $251.7K | 0.06% | +710 | New |
| New Hampshire Trust | 707 | $250.7K | 0.05% | +707 | New |
| CVFG LLC | 707 | $250.7K | 0.03% | +707 | New |
| Comprehensive Financial Planning, Inc. | 701 | $248.6K | 0.13% | +1+0.1% | Added |
| BFSG, LLC | 700 | $248.2K | 0.02% | 00.0% | Unchanged |
| Evansbrook LLC | 700 | $248.2K | 0.15% | +700 | New |
| Jacobs Equity LLC | 700 | $248.2K | 0.17% | +700 | New |
| Roberts Wealth Advisors, LLC | 699 | $247.8K | 0.06% | +699 | New |
| Andrews Advisory Associates, LLC | 690 | $244.7K | 0.12% | +690 | New |
| Accredited Investors Inc. | 679 | $240.8K | 0.01% | +679 | New |
| Aviva PLC | 675 | $239.3K | 0.00% | +675 | New |
| Avant Capital LLC | 674 | $239.0K | 0.15% | +674 | New |
| Peapack Gladstone Financial Corp | 672 | $238.0K | 0.00% | +672 | New |
| Per Stirling Capital Management, LLC. | 670 | $237.6K | 0.02% | +670 | New |
| RFG Advisory, LLC | 666 | $236.1K | 0.00% | −5,500−89.2% | Reduced |
| Inscription Capital, LLC | 665 | $235.8K | 0.02% | +665 | New |
| Core Wealth Partners LLC | 664 | $235.4K | 0.10% | +664 | New |
| TLWM | 661 | $234.4K | 0.04% | +661 | New |
| HBK Sorce Advisory LLC | 852 | $233.9K | 0.00% | +852 | New |
| Silverlake Wealth Management LLC | 656 | $232.6K | 0.04% | +656 | New |
| Knollwood Investment Advisory, LLC | 654 | $231.9K | 0.02% | +654 | New |
| Northstar Financial Companies, Inc. | 654 | $231.9K | 0.16% | +654 | New |
| Astoria Portfolio Advisors LLC. | 651 | $230.8K | 0.04% | +651 | New |
| Bogart Wealth, LLC | 650 | $230.5K | 0.01% | −8−1.2% | Reduced |
| Rhumbline Advisers | 650 | $230.5K | 0.00% | +87+15.5% | Added |
| Patron Partners Advisors, LLC | 645 | $228.7K | 0.09% | +645 | New |
| Patriot Financial Group Insurance Agency, LLC | 637 | $225.9K | 0.02% | −2,717−81.0% | Reduced |
| Northeast Investment Management | 637 | $225.9K | 0.01% | +637 | New |
| Close Asset Management Ltd | 635 | $225.0K | 0.01% | +525+477.3% | Added |
| Encompass More Asset Management | 634 | $224.8K | 0.03% | +634 | New |
| Mascagni Wealth Management, Inc. | 632 | $224.1K | 0.14% | +632 | New |
| Northwest Financial Advisors | 615 | $218.1K | 0.03% | +615 | New |
| 17 Capital Partners, LLC | 610 | $216.3K | 0.10% | +610 | New |
| Main Street Financial Solutions, LLC | 606 | $214.9K | 0.01% | +606 | New |
| VisionPoint Advisory Group, LLC | 605 | $214.5K | 0.03% | +605 | New |
| Alliance Wealth Advisors, LLC | 600 | $212.7K | 0.08% | +600 | New |
| Family Legacy Financial Solutions, LLC | 600 | $212.7K | 0.13% | +600 | New |
| Woodline Partners LP | 597 | $211.7K | 0.00% | −743−55.4% | Reduced |
| GenTrust, LLC | 596 | $211.3K | 0.01% | +596 | New |
| Signaturefd, LLC | 594 | $210.6K | 0.00% | +564+1,880.0% | Added |
| Vista Investment Partners II, LLC | 594 | $210.6K | 0.08% | +594 | New |
| Daymark Wealth Partners, LLC | 585 | $207.4K | 0.01% | −969−62.4% | Reduced |
| DWR Wealth Management, LLC | 601 | $206.5K | 0.15% | +601 | New |
| First International Bank of Israel Ltd. | 580 | $205.7K | 0.06% | +580 | New |
| Eastern Bank | 572 | $202.8K | 0.00% | +572 | New |
| IPG Investment Advisors LLC | 570 | $202.1K | 0.03% | −845−59.7% | Reduced |
| IMA Wealth, Inc. | 558 | $197.9K | 0.01% | +553+11,060.0% | Added |
| Smartleaf Asset Management LLC | 521 | $179.0K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 490 | $173.7K | 0.03% | +490 | New |
| Bryn Mawr Trust Co | 470 | $166.6K | 0.00% | +470 | New |
| Plante Moran Financial Advisors, LLC | 458 | $162.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 406 | $144.0K | 0.01% | +64+18.7% | Added |
| Fourth Dimension Wealth, LLC | 400 | $141.8K | 0.04% | −300−42.9% | Reduced |
