| Iron Financial, LLC | 790 | $234.4K | 0.13% | +1+0.1% | Added |
| New Wave Wealth Advisors LLC | 787 | $233.6K | 0.10% | −34−4.1% | Reduced |
| Kelly Financial Services LLC | 785 | $233.1K | 0.08% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 784 | $232.7K | 0.12% | +784 | New |
| WealthShield Partners, LLC | 783 | $232.4K | 0.03% | −137−14.9% | Reduced |
| Bellecapital International Ltd. | 783 | $232.4K | 0.04% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 782 | $232.1K | 0.02% | +25+3.3% | Added |
| Renasant Bank | 780 | $231.5K | 0.15% | +780 | New |
| First Financial Corp | 779 | $231.2K | 0.11% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 779 | $231.2K | 0.04% | +6+0.8% | Added |
| Capital Advisors Wealth Management, LLC | 778 | $230.9K | 0.04% | +27+3.6% | Added |
| Per Stirling Capital Management, LLC. | 776 | $230.4K | 0.03% | +1+0.1% | Added |
| 49 Wealth Management, LLC | 776 | $230.2K | 0.03% | −161−17.2% | Reduced |
| David J Yvars Group | 775 | $230.0K | 0.14% | +775 | New |
| Prudent Investors Network | 773 | $229.4K | 0.07% | +773 | New |
| MinichMacGregor Wealth Management, LLC | 772 | $229.1K | 0.05% | −252−24.6% | Reduced |
| American Financial Advisors, LLC | 771 | $228.7K | 0.03% | −75−8.9% | Reduced |
| SLT Holdings LLC | 768 | $227.9K | 0.22% | +768 | New |
| Wealth Dimensions Group, Ltd. | 766 | $227.3K | 0.06% | +766 | New |
| Facet Wealth, Inc. | 717 | $227.2K | 0.01% | +717 | New |
| Acorns Advisers, LLC | 759 | $225.0K | 0.00% | +9+1.2% | Added |
| Navis Wealth Advisors, LLC | 757 | $224.7K | 0.25% | +12+1.6% | Added |
| Tyler-Stone Wealth Management | 756 | $224.4K | 0.04% | −2−0.3% | Reduced |
| SkyOak Wealth, LLC | 755 | $224.1K | 0.05% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 754 | $223.8K | 0.22% | +754 | New |
| Magnolia Capital Advisors LLC | 752 | $223.2K | 0.06% | +1+0.1% | Added |
| Cyrus J. Lawrence, LLC | 754 | $223.0K | 0.04% | +25+3.4% | Added |
| Wedgewood Investors Inc | 751 | $222.9K | 0.26% | −7−0.9% | Reduced |
| LexAurum Advisors, LLC | 751 | $222.9K | 0.04% | +751 | New |
| LBMC Investment Advisors, LLC | 750 | $222.6K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 750 | $222.6K | 0.23% | +750 | New |
| DF Dent & Co Inc | 750 | $222.6K | 0.00% | −355−32.1% | Reduced |
| Shilanski & Associates, Inc. | 749 | $222.3K | 0.07% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 749 | $222.3K | 0.15% | +749 | New |
| Calton & Associates, Inc. | 748 | $222.0K | 0.10% | −1,164−60.9% | Reduced |
| Semmax Financial Advisors Inc. | 721 | $221.6K | 0.06% | +2+0.3% | Added |
| Woodward Diversified Capital, LLC | 746 | $221.4K | 0.16% | −284−27.6% | Reduced |
| Hexagon Capital Partners LLC | 744 | $220.9K | 0.04% | −462−38.3% | Reduced |
| Fiducient Advisors LLC | 743 | $220.5K | 0.03% | −304−29.0% | Reduced |
| Portfolio Design Labs, LLC | 743 | $220.5K | 0.05% | +743 | New |
| CAP Partners, LLC | 740 | $219.7K | 0.15% | −17−2.2% | Reduced |
| 4WEALTH Advisors, Inc. | 740 | $219.5K | 0.22% | +740 | New |
| South Plains Financial, Inc. | 738 | $219.0K | 0.17% | +738 | New |
| Financial Engines Advisors L.L.C. | 737 | $218.7K | 0.00% | +737 | New |
| Richard P Slaughter Associates Inc | 737 | $218.7K | 0.05% | +737 | New |
| Baker Tilly Wealth Management, LLC | 736 | $218.4K | 0.09% | −13−1.7% | Reduced |
| Root Financial Partners, LLC | 734 | $217.8K | 0.03% | +734 | New |
| Capula Management Ltd | 733 | $217.5K | 0.00% | +733 | New |
| Hofer & Associates. Inc | 733 | $217.5K | 0.15% | +733 | New |
| Medallion Wealth Advisors, LLC | 762 | $217.5K | 0.11% | +762 | New |
| Davis R M Inc | 732 | $217.3K | 0.00% | −759−50.9% | Reduced |
| Single Point Partners, LLC | 732 | $217.0K | 0.05% | +732 | New |
| Mendel Money Management | 731 | $217.0K | 0.10% | +731 | New |
| Kellett Schaffner Wealth Advisors LLC | 729 | $216.4K | 0.15% | +729 | New |
| Financial Network Wealth Management LLC | 731 | $216.0K | 0.08% | +731 | New |
| Ethos Financial Group, LLC | 727 | $215.8K | 0.03% | +727 | New |
| Bank of Jackson Hole Trust | 726 | $215.5K | 0.14% | +726 | New |
| Crescent Grove Advisors, LLC | 726 | $215.4K | 0.02% | −297−29.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 724 | $214.9K | 0.09% | +724 | New |
| FSM Wealth Advisors, LLC | 690 | $214.8K | 0.05% | +690 | New |
| PPS&V Asset Management Consultants, Inc. | 724 | $214.7K | 0.15% | +724 | New |
| WestHill Financial Advisors, Inc. | 723 | $214.6K | 0.05% | +723 | New |
| Summit Place Financial Advisors, LLC | 722 | $214.3K | 0.12% | +722 | New |
| Horst & Graben Wealth Management LLC | 722 | $214.2K | 0.04% | +722 | New |
| Somerset Trust Co | 721 | $214.0K | 0.08% | −50−6.5% | Reduced |
| O'Brien Greene & Co. Inc | 721 | $214.0K | 0.07% | +721 | New |
| Ascent Wealth Partners, LLC | 720 | $213.7K | 0.03% | +720 | New |
| Capital Planning LLC | 718 | $213.1K | 0.06% | +718 | New |
| Slocum, Gordon & Co LLP | 718 | $213.1K | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 717 | $212.8K | 0.12% | −83−10.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 715 | $212.2K | 0.15% | +715 | New |
| DecisionMap Wealth Management, LLC | 715 | $212.2K | 0.17% | +715 | New |
| Westside Investment Management, Inc. | 712 | $211.3K | 0.04% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 712 | $211.3K | 0.17% | +712 | New |
| BlueStem Wealth Partners, LLC | 709 | $210.3K | 0.03% | +709 | New |
| Canvas Wealth Advisors, LLC | 707 | $209.8K | 0.05% | +707 | New |
| Family Office Research LLC | 703 | $208.7K | 0.09% | +703 | New |
| Eisler Capital Management Ltd. | 698 | $208.2K | 0.01% | +698 | New |
| Itau Unibanco Holding S.A. | 700 | $207.8K | 0.01% | +560+400.0% | Added |
| Horizon Kinetics Asset Management LLC | 700 | $207.8K | 0.00% | +700 | New |
| Nichols & Pratt Advisers LLP | 700 | $207.8K | 0.01% | +700 | New |
| Catherine Avery Investment Management LLC | 700 | $207.8K | 0.18% | +700 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 700 | $207.8K | 0.01% | +700 | New |
| Pointe Capital Management LLC | 699 | $207.5K | 0.12% | +699 | New |
| Pine Harbor Wealth Management, LLC | 699 | $207.5K | 0.08% | +699 | New |
| Omnia Family Wealth, LLC | 695 | $206.3K | 0.09% | +695 | New |
| Innovative Advisory Group, LLC | 695 | $206.2K | 0.18% | +695 | New |
| Sebold Capital Management, Inc. | 692 | $205.3K | 0.14% | +692 | New |
| Avenue 1 Advisors, LLC | 690 | $204.8K | 0.08% | +690 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $204.0K | 0.08% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 687 | $203.9K | 0.08% | +687 | New |
| Gradient Capital Advisors, LLC | 686 | $203.7K | 0.07% | +686 | New |
| Wulff, Hansen & Co. | 686 | $203.6K | 0.19% | +686 | New |
| Klingman & Associates, LLC | 683 | $202.7K | 0.01% | +683 | New |
| Prestige Wealth Management Group LLC | 682 | $202.4K | 0.04% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 676 | $200.5K | 0.21% | +676 | New |
| Elmwood Wealth Management, Inc. | 675 | $200.3K | 0.08% | +675 | New |
| Hoge Financial Services, LLC | 674 | $200.1K | 0.15% | +674 | New |
| Archetype Wealth Partners | 675 | $200.0K | 0.03% | +675 | New |
| LRI Investments, LLC | 671 | $199.1K | 0.02% | 00.0% | Unchanged |
