| Winch Advisory Services, LLC | 162 | $157.4K | 0.05% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 168 | $163.4K | 0.12% | +16+10.5% | Added |
| Optimum Investment Advisors | 175 | $169.8K | 0.08% | +5+2.9% | Added |
| Crewe Advisors LLC | 176 | $170.8K | 0.02% | +176 | New |
| Quintet Private Bank (Europe) S.A. | 163 | $187.3K | 0.01% | +163 | New |
| West Paces Advisors Inc. | 194 | $188.3K | 0.05% | −16−7.6% | Reduced |
| Tyler-Stone Wealth Management | 194 | $188.3K | 0.08% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 195 | $189.0K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 198 | $192.2K | 0.03% | +14+7.6% | Added |
| Financial Management Professionals, Inc. | 200 | $194.0K | 0.03% | +6+3.1% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $194.1K | 0.05% | +200 | New |
| Main Street Financial Solutions, LLC | 205 | $199.0K | 0.02% | +205 | New |
| Relative Value Partners Group, LLC | 230 | $200.1K | 0.01% | +230 | New |
| Redwood Financial Network Corp | 206 | $200.3K | 0.17% | +206 | New |
| ORG Partners LLC | 202 | $200.6K | 0.38% | +196+3,266.7% | Added |
| Evergreen Wealth Solutions, LLC | 207 | $200.9K | 0.15% | +207 | New |
| GFS Advisors, LLC | 208 | $201.0K | 0.03% | +208 | New |
| Avidian Wealth Solutions, LLC | 207 | $201.3K | 0.01% | +207 | New |
| Thrive Capital Management, LLC | 208 | $201.9K | 0.11% | −326−61.0% | Reduced |
| AMG National Trust Bank | 208 | $202.1K | 0.01% | +208 | New |
| Renasant Bank | 209 | $202.8K | 0.14% | +209 | New |
| Badgley Phelps Wealth Managers, LLC | 209 | $202.8K | 0.01% | +209 | New |
| Ironwood Investment Counsel, LLC | 210 | $203.8K | 0.04% | +210 | New |
| Zimmermann Investment Management & Planning LLC | 210 | $203.8K | 0.07% | +210 | New |
| Strategic Wealth Partners, Ltd. | 212 | $205.7K | 0.02% | +212 | New |
| Confluence Wealth Services, Inc. | 212 | $205.7K | 0.02% | +212 | New |
| Wallace Hart LLC | 212 | $205.7K | 0.17% | +212 | New |
| Eagle Rock Investment Company, LLC | 213 | $206.7K | 0.04% | +213 | New |
| Beaumont Financial Advisors, LLC | 214 | $207.7K | 0.02% | +214 | New |
| Cottonwood Capital Advisors, LLC | 218 | $208.2K | 0.17% | +218 | New |
| Rothschild Investment LLC | 216 | $209.3K | 0.02% | +34+18.7% | Added |
| Holistic Financial Partners | 216 | $209.6K | 0.11% | −124−36.5% | Reduced |
| Sunbelt Securities, Inc. | 217 | $210.7K | 0.02% | −42−16.2% | Reduced |
| Norris Perne & French LLP | 218 | $211.6K | 0.02% | +218 | New |
| Family Firm, Inc. | 218 | $211.6K | 0.05% | +218 | New |
| Inscription Capital, LLC | 218 | $211.6K | 0.03% | +218 | New |
| Boston Financial Mangement LLC | 219 | $212.5K | 0.01% | +219 | New |
| Vawter Financial, Ltd. | 219 | $212.5K | 0.15% | +219 | New |
| Ancora Advisors, LLC | 220 | $213.5K | 0.00% | +43+24.3% | Added |
| Horizon Family Wealth, Inc. | 220 | $213.6K | 0.16% | +220 | New |
| Sequent Asset Management, LLC | 222 | $215.0K | 0.11% | +222 | New |
| Everhart Financial Group, Inc. | 222 | $215.4K | 0.06% | +222 | New |
| Busey Wealth Management | 223 | $216.4K | 0.01% | −107−32.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 224 | $217.4K | 0.02% | +224 | New |
| Wescott Financial Advisory Group, LLC | 225 | $218.4K | 0.03% | +225 | New |
| Private Capital Management LLC | 226 | $219.3K | 0.05% | +226 | New |
| Camden Capital, LLC | 226 | $219.4K | 0.02% | +226 | New |
| Tyche Wealth Partners LLC | 227 | $219.9K | 0.05% | +227 | New |
| Weaver Capital Management LLC | 227 | $220.3K | 0.08% | +227 | New |
| Fundamentun, LLC | 228 | $221.3K | 0.02% | +228 | New |
| Wrapmanager Inc | 229 | $222.2K | 0.06% | +229 | New |
| Stonebridge Capital Management Inc | 230 | $223.0K | 0.10% | +230 | New |
| Financial Advisory Group | 230 | $223.2K | 0.04% | +230 | New |
| Brand Asset Management Group, Inc. | 230 | $223.2K | 0.10% | +230 | New |
| One Capital Management, LLC | 231 | $224.2K | 0.01% | +231 | New |
| Clearstead Advisors, LLC | 245 | $225.1K | 0.01% | +28+12.9% | Added |
| Consolidated Portfolio Review Corp | 232 | $225.1K | 0.06% | +232 | New |
| Novare Capital Management LLC | 232 | $225.2K | 0.02% | +232 | New |
| DekaBank Deutsche Girozentrale | 237 | $228.0K | 0.00% | +39+19.7% | Added |
| Geneos Wealth Management Inc. | 235 | $228.1K | 0.01% | +45+23.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 235 | $228.1K | 0.00% | +235 | New |
| Matrix Private Capital Group LLC | 235 | $228.1K | 0.15% | +235 | New |
| Callan Family Office, LLC | 235 | $228.1K | 0.05% | +235 | New |
| Schaper Benz & Wise Investment Counsel Inc | 237 | $230.0K | 0.02% | +237 | New |
| Linden Thomas Advisory Services, LLC | 237 | $230.0K | 0.04% | +237 | New |
| Stephens Investment Management Group LLC | 238 | $231.0K | 0.00% | +25+11.7% | Added |
| Willner & Heller, LLC | 240 | $232.8K | 0.23% | −48−16.7% | Reduced |
| Sovereign Financial Group, Inc. | 241 | $234.3K | 0.06% | +241 | New |
| Ethos Financial Group, LLC | 242 | $235.0K | 0.04% | +242 | New |
| Bridgefront Capital, LLC | 243 | $235.8K | 0.18% | −180−42.6% | Reduced |
| Empirical Asset Management, LLC | 243 | $235.8K | 0.11% | +243 | New |
| Cherrydale Wealth Management, LLC | 243 | $236.2K | 0.11% | +243 | New |
| Kathmere Capital Management, LLC | 244 | $236.8K | 0.03% | +244 | New |
| Forte Capital LLC | 244 | $236.8K | 0.03% | +244 | New |
| Natixis | 245 | $237.8K | 0.00% | −733−74.9% | Reduced |
| Opinicus Capital, Inc. | 245 | $237.8K | 0.21% | +245 | New |
| Blue Fin Capital, Inc. | 246 | $238.7K | 0.05% | +246 | New |
| Western Pacific Wealth Management, LP | 247 | $239.7K | 0.17% | +214+648.5% | Added |
| Quotient Wealth Partners, LLC | 248 | $240.9K | 0.01% | −74−23.0% | Reduced |
| Simplify Asset Management Inc. | 250 | $242.6K | 0.02% | −65−20.6% | Reduced |
| Gilman Hill Asset Management, LLC | 250 | $242.6K | 0.04% | −15−5.7% | Reduced |
| Ledyard National Bank | 250 | $242.6K | 0.02% | +250 | New |
| Catalyst Private Wealth, LLC | 250 | $242.6K | 0.13% | +250 | New |
| Harel Insurance Investments & Financial Services Ltd. | 250 | $243.0K | 0.00% | +195+354.5% | Added |
| Trueblood Wealth Management, LLC | 251 | $243.6K | 0.14% | −150−37.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 251 | $243.6K | 0.01% | +251 | New |
| Everpar Advisors LLC | 254 | $246.5K | 0.15% | −367−59.1% | Reduced |
| Leo Wealth, LLC | 253 | $247.4K | 0.03% | −10−3.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 255 | $247.5K | 0.05% | +255 | New |
| Vanguard Group Inc | 256 | $248.4K | 0.00% | +256 | New |
| Steigerwald, Gordon & Koch Inc. | 256 | $248.4K | 0.03% | +256 | New |
| StoneX Group Inc. | 259 | $251.0K | 0.02% | +259 | New |
| Abacus Planning Group, Inc. | 259 | $251.4K | 0.05% | −32−11.0% | Reduced |
| Financial Consulate, Inc | 259 | $251.4K | 0.07% | +259 | New |
| Baron Wealth Management LLC | 260 | $252.3K | 0.13% | +260 | New |
| Warther Private Wealth, LLC | 261 | $253.3K | 0.11% | +261 | New |
| Boit C F David | 300 | $255.9K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 266 | $258.1K | 0.13% | +266 | New |
| Ewa, LLC | 278 | $258.9K | 0.12% | −15−5.1% | Reduced |
| PFW Advisors LLC | 269 | $261.1K | 0.08% | 00.0% | Unchanged |
