| Onyx Bridge Wealth Group LLC | 807 | $218.9K | 0.03% | +807 | New |
| Stiles Financial Services Inc | 806 | $218.7K | 0.08% | +806 | New |
| Center For Asset Management LLC | 805 | $218.3K | 0.13% | +805 | New |
| Strategic Family Wealth Counselors, L.L.C. | 804 | $218.0K | 0.08% | +804 | New |
| Legacy Financial Group, Inc. | 807 | $218.0K | 0.07% | +807 | New |
| Romano Brothers and Company | 800 | $217.0K | 0.03% | +800 | New |
| Boston Research & Management Inc | 800 | $217.0K | 0.05% | +800 | New |
| Bedell Frazier Investment Counseling, LLC | 800 | $217.0K | 0.05% | +800 | New |
| Burns Matteson Capital Management, LLC | 800 | $217.0K | 0.12% | +800 | New |
| Knollwood Investment Advisory, LLC | 800 | $217.0K | 0.02% | +800 | New |
| King Wealth | 797 | $216.0K | 0.03% | +797 | New |
| Gilliland Jeter Wealth Management LLC | 796 | $215.8K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 795 | $215.7K | 0.01% | +795 | New |
| Hengehold Capital Management LLC | 794 | $215.3K | 0.02% | +794 | New |
| Compton Wealth Advisory Group, LLC | 794 | $215.3K | 0.05% | +794 | New |
| Centurion Wealth Management LLC | 790 | $214.2K | 0.07% | +790 | New |
| Iron Financial, LLC | 789 | $214.0K | 0.12% | +789 | New |
| AlphaCore Capital LLC | 789 | $214.0K | 0.05% | +789 | New |
| Crestmont Private Wealth LLC | 787 | $213.4K | 0.09% | +787 | New |
| Kelly Financial Services LLC | 785 | $212.9K | 0.08% | +1+0.1% | Added |
| Baron Wealth Management LLC | 783 | $212.4K | 0.10% | +783 | New |
| Bellecapital International Ltd. | 783 | $212.3K | 0.04% | +783 | New |
| First Financial Corp | 779 | $211.3K | 0.10% | −48−5.8% | Reduced |
| Insight Wealth Partners, LLC | 777 | $210.7K | 0.13% | +777 | New |
| Per Stirling Capital Management, LLC. | 775 | $210.3K | 0.03% | +775 | New |
| Castleview Partners, LLC | 775 | $210.1K | 0.12% | −1−0.1% | Reduced |
| Live Oak Private Wealth LLC | 773 | $209.6K | 0.03% | +773 | New |
| Chris Bulman Inc | 772 | $209.4K | 0.14% | +84+12.2% | Added |
| Somerset Trust Co | 771 | $209.1K | 0.08% | +771 | New |
| Providence Capital Advisors, LLC | 770 | $208.8K | 0.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 768 | $208.3K | 0.07% | +768 | New |
| Semmax Financial Advisors Inc. | 719 | $207.6K | 0.06% | +1+0.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 765 | $207.4K | 0.05% | +765 | New |
| Samalin Investment Counsel, LLC | 762 | $206.7K | 0.09% | +762 | New |
| Wedgewood Investors Inc | 758 | $205.6K | 0.22% | +758 | New |
| Tyler-Stone Wealth Management | 758 | $205.6K | 0.04% | +613+422.8% | Added |
| CAP Partners, LLC | 757 | $205.3K | 0.15% | +757 | New |
| Executive Wealth Management, LLC | 757 | $205.2K | 0.02% | +757 | New |
| SkyOak Wealth, LLC | 755 | $204.8K | 0.05% | +755 | New |
| Capital Advisors Wealth Management, LLC | 751 | $203.8K | 0.04% | +751 | New |
| Magnolia Capital Advisors LLC | 751 | $203.7K | 0.10% | +751 | New |
| LBMC Investment Advisors, LLC | 750 | $203.4K | 0.02% | +750 | New |
| Everstar Asset Management, LLC | 750 | $203.4K | 0.14% | +750 | New |
| Baker Tilly Wealth Management, LLC | 749 | $203.1K | 0.09% | −267−26.3% | Reduced |
| Shilanski & Associates, Inc. | 749 | $203.1K | 0.07% | +749 | New |
| Acorns Advisers, LLC | 750 | $203.0K | 0.00% | +750 | New |
| Navis Wealth Advisors, LLC | 745 | $202.0K | 0.22% | +745 | New |
| Vestor Capital, LLC | 745 | $202.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 729 | $197.0K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 719 | $195.0K | 0.02% | −3,172−81.5% | Reduced |
| Slocum, Gordon & Co LLP | 718 | $194.7K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 671 | $193.4K | 0.02% | +79+13.3% | Added |
| Johnson Financial Group, Inc. | 697 | $189.0K | 0.01% | +596+590.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $187.0K | 0.07% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 688 | $186.7K | 0.06% | +1+0.1% | Added |
| First Community Trust NA | 685 | $185.8K | 0.15% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 682 | $185.0K | 0.04% | −1,434−67.8% | Reduced |
| AdvisorNet Financial, Inc | 679 | $184.2K | 0.01% | +269+65.6% | Added |
| Avion Wealth | 674 | $182.0K | 0.05% | +7+1.0% | Added |
| Financial Management Professionals, Inc. | 669 | $181.0K | 0.02% | −95−12.4% | Reduced |
| Mascoma Wealth Management LLC | 660 | $179.0K | 0.04% | −40−5.7% | Reduced |
| Westside Investment Management, Inc. | 712 | $176.8K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 644 | $174.7K | 0.04% | +644 | New |
| Kiely Wealth Advisory Group, Inc. | 600 | $173.6K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $173.6K | 0.09% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $173.0K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 636 | $172.4K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $171.9K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 633 | $171.7K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 631 | $171.1K | 0.13% | +7+1.1% | Added |
| 1620 Investment Advisors, Inc. | 629 | $170.5K | 0.12% | −591−48.4% | Reduced |
| Addison Advisors LLC | 622 | $168.7K | 0.05% | −79−11.3% | Reduced |
| Trifecta Capital Advisors, LLC | 616 | $167.1K | 0.03% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 609 | $165.2K | 0.14% | +609 | New |
| Avalon Trust Co | 595 | $161.4K | 0.01% | −66−10.0% | Reduced |
| Fortitude Family Office, LLC | 593 | $160.8K | 0.06% | −133−18.3% | Reduced |
| Strategic Investment Solutions, Inc. | 588 | $159.4K | 0.05% | +7+1.2% | Added |
| Rakuten Securities, Inc. | 585 | $158.7K | 0.07% | +497+564.8% | Added |
| MRP Capital Investments, LLC | 584 | $158.4K | 0.15% | +584 | New |
| Deseret Mutual Benefit Administrators | 580 | $157.3K | 0.08% | −42−6.8% | Reduced |
| First Pacific Financial | 568 | $154.0K | 0.04% | +2+0.4% | Added |
| William B. Walkup & Associates, Inc. | 565 | $153.2K | 0.09% | 00.0% | Unchanged |
| Security National Bank | 560 | $151.9K | 0.02% | −40−6.7% | Reduced |
| Westchester Capital Management, Inc. | 560 | $151.9K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $149.2K | 0.05% | +60+12.2% | Added |
| Cape Investment Advisory, Inc. | 542 | $146.9K | 0.06% | +20+3.8% | Added |
| West Paces Advisors Inc. | 540 | $146.4K | 0.04% | −15−2.7% | Reduced |
| Heritage Wealth Management, Inc. | 536 | $145.4K | 0.13% | +536 | New |
| Tidemark, LLC | 523 | $142.0K | 0.06% | +3+0.6% | Added |
| Logan Capital Management Inc | 503 | $136.4K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 501 | $135.9K | 0.06% | +500+50,000.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 499 | $135.3K | 0.04% | −652−56.6% | Reduced |
| Birchbrook, Inc. | 492 | $133.4K | 0.07% | 00.0% | Unchanged |
| New Millennium Group LLC | 489 | $132.9K | 0.09% | −1−0.2% | Reduced |
| Rise Advisors, LLC | 473 | $128.3K | 0.06% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 470 | $127.5K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 466 | $126.0K | 0.03% | +466 | New |
| CNB Bank | 458 | $124.2K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $122.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 378 | $121.4K | 0.00% | −1,480−79.7% | Reduced |
