| Foster Dykema Cabot & Partners, LLC | 870 | $257.2K | 0.03% | +870 | New |
| American Institute for Advanced Investment Management, LLP | 870 | $257.2K | 0.23% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 865 | $255.8K | 0.03% | +21+2.5% | Added |
| Triumph Capital Management | 864 | $255.6K | 0.11% | +864 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 864 | $255.4K | 0.12% | −2,032−70.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 861 | $254.6K | 0.18% | +861 | New |
| Requisite Capital Management, LLC | 860 | $254.2K | 0.06% | +5+0.6% | Added |
| Holland Advisory Services, Inc. | 856 | $253.1K | 0.29% | +69+8.8% | Added |
| Verum Partners LLC | 854 | $252.6K | 0.10% | +102+13.6% | Added |
| REAP Financial Group, LLC | 851 | $251.7K | 0.07% | +851 | New |
| Vestmark Advisory Solutions, Inc. | 851 | $251.6K | 0.01% | −219−20.5% | Reduced |
| Heritage Financial Services, LLC | 850 | $251.3K | 0.04% | +100+13.3% | Added |
| Northwest Financial Advisors | 848 | $250.9K | 0.21% | +848 | New |
| Sterling Financial Planning, Inc. | 841 | $248.7K | 0.11% | −109−11.5% | Reduced |
| Encompass Wealth Advisors, LLC | 841 | $248.7K | 0.07% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 841 | $248.5K | 0.25% | +1+0.1% | Added |
| 1620 Investment Advisors, Inc. | 840 | $248.4K | 0.27% | −1,034−55.2% | Reduced |
| Gemmer Asset Management LLC | 840 | $248.4K | 0.03% | −199−19.2% | Reduced |
| Security National Bank of Sioux City Iowa | 839 | $248.1K | 0.19% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 838 | $247.9K | 0.04% | −8,867−91.4% | Reduced |
| Barlow Wealth Partners, Inc. | 836 | $247.2K | 0.04% | +836 | New |
| Main Street Financial Solutions, LLC | 834 | $246.7K | 0.03% | −10−1.2% | Reduced |
| Shufro Rose & Co LLC | 900 | $245.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 831 | $245.6K | 0.16% | −327−28.2% | Reduced |
| Lodestar Private Asset Management LLC | 830 | $245.4K | 0.04% | +35+4.4% | Added |
| BEAM Asset Management, LLC | 829 | $245.1K | 0.16% | −6−0.7% | Reduced |
| waypoint wealth counsel | 828 | $244.7K | 0.21% | −156−15.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 825 | $243.9K | 0.14% | −40−4.6% | Reduced |
| AlphaCore Capital LLC | 825 | $243.9K | 0.04% | 00.0% | Unchanged |
| Rebalance, LLC | 825 | $243.9K | 0.02% | +825 | New |
| Bridge Advisory, LLC | 824 | $243.6K | 0.12% | 00.0% | Unchanged |
| Chico Wealth RIA | 823 | $243.3K | 0.25% | +823 | New |
| Alpine Woods Capital Investors, LLC | 821 | $242.7K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 820 | $242.4K | 0.01% | +820 | New |
| MJP Associates Inc | 819 | $242.2K | 0.06% | +819 | New |
| Concorde Asset Management, LLC | 819 | $242.2K | 0.17% | +1+0.1% | Added |
| Borer Denton & Associates, Inc. | 812 | $240.1K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 811 | $239.8K | 0.05% | +1+0.1% | Added |
| CAP Partners, LLC | 810 | $239.6K | 0.24% | +810 | New |
| One Charles Private Wealth Services, LLC | 808 | $238.8K | 0.13% | +20+2.5% | Added |
| Capital City Trust Co | 807 | $238.6K | 0.07% | 00.0% | Unchanged |
| Carlson Capital Management | 804 | $237.6K | 0.01% | −12−1.5% | Reduced |
| Western Financial Corp | 803 | $237.5K | 0.16% | +803 | New |
| D'Orazio & Associates, Inc. | 803 | $237.3K | 0.04% | +6+0.8% | Added |
| Westwood Management Corp | 800 | $237.0K | 0.09% | −3,000−78.9% | Reduced |
| Koss-Olinger Consulting, LLC | 802 | $237.0K | 0.02% | +25+3.2% | Added |
| Cambridge Financial Group, LLC | 801 | $236.8K | 0.12% | +801 | New |
| Baker Ellis Asset Management LLC | 800 | $236.5K | 0.04% | −100−11.1% | Reduced |
| Axim Planning & Wealth | 800 | $236.5K | 0.22% | 00.0% | Unchanged |
| Morton Community Bank | 797 | $235.6K | 0.08% | +797 | New |
| Crown Wealth Group, LLC | 796 | $235.4K | 0.14% | +796 | New |
| Cook Wealth Management Group LLC | 809 | $235.2K | 0.15% | +809 | New |
| Simon Quick Advisors, LLC | 795 | $235.0K | 0.02% | −130−14.1% | Reduced |
| Rede Wealth, LLC | 795 | $235.0K | 0.11% | +19+2.4% | Added |
| Foster Victor Wealth Advisors, LLC | 804 | $235.0K | 0.02% | +6+0.8% | Added |
| Brady Family Wealth, LLC | 794 | $234.8K | 0.08% | −135−14.5% | Reduced |
| Kolinsky Wealth Management, LLC | 793 | $234.5K | 0.21% | −304−27.7% | Reduced |
| Ballew Advisors, Inc | 816 | $234.5K | 0.18% | −34−4.0% | Reduced |
| Hoey Investments, Inc | 792 | $234.2K | 0.07% | −6,196−88.7% | Reduced |
| Bouchey Financial Group Ltd | 791 | $233.8K | 0.03% | +13+1.7% | Added |
| Westside Investment Management, Inc. | 789 | $233.4K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 789 | $233.2K | 0.04% | +33+4.4% | Added |
| Redwood Investment Management, LLC | 788 | $233.0K | 0.02% | −6,481−89.2% | Reduced |
| Orgel Wealth Management, LLC | 785 | $232.1K | 0.01% | +785 | New |
| McDonald Partners LLC | 785 | $232.0K | 0.07% | −6−0.8% | Reduced |
| Alerus Financial NA | 780 | $230.6K | 0.02% | −153−16.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 780 | $230.5K | 0.16% | +27+3.6% | Added |
| Disciplined Investments, LLC | 778 | $230.0K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 774 | $228.8K | 0.18% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 772 | $228.3K | 0.06% | 00.0% | Unchanged |
| Collective Family Office LLC | 771 | $228.0K | 0.08% | +771 | New |
| Colonial River Wealth Management, LLC | 765 | $226.2K | 0.13% | −239−23.8% | Reduced |
| CFO4Life Group, LLC | 765 | $226.2K | 0.04% | −15−1.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 761 | $225.1K | 0.16% | −114−13.0% | Reduced |
| Coco Enterprises, LLC | 761 | $225.0K | 0.16% | −47−5.8% | Reduced |
| Horan Capital Advisors, LLC. | 760 | $224.7K | 0.08% | +760 | New |
| Broadleaf Partners, LLC | 760 | $224.7K | 0.07% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 756 | $224.0K | 0.06% | 00.0% | Unchanged |
| LongView Wealth Management | 765 | $223.6K | 0.10% | +765 | New |
| Stewart & Patten Co LLC | 756 | $223.5K | 0.03% | −77−9.2% | Reduced |
| Peddock Capital Advisors, LLC | 755 | $223.2K | 0.07% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 754 | $223.0K | 0.11% | +754 | New |
| Southland Equity Partners LLC | 754 | $222.9K | 0.07% | +754 | New |
| Barton Investment Management | 753 | $222.6K | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 752 | $222.3K | 0.01% | −120−13.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 752 | $222.3K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 750 | $221.8K | 0.18% | −120−13.8% | Reduced |
| Millennium Capital Advisors, LLC | 750 | $221.8K | 0.17% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 750 | $221.8K | 0.04% | +750 | New |
| ERTS Wealth Advisors, LLC | 750 | $221.8K | 0.05% | +750 | New |
| Pingora Partners LLC | 750 | $221.8K | 0.20% | +750 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 748 | $221.2K | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 748 | $221.1K | 0.08% | −1,345−64.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 747 | $220.9K | 0.08% | −2−0.3% | Reduced |
| First Interstate Bank | 746 | $220.6K | 0.02% | −168−18.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 745 | $220.3K | 0.04% | +745 | New |
| Leibman Financial Services, Inc. | 744 | $220.0K | 0.18% | +744 | New |
| Coastal Bridge Advisors, LLC | 743 | $219.7K | 0.06% | +743 | New |
| EPG Wealth Management LLC | 696 | $217.7K | 0.06% | +696 | New |
| Sterling Investment Counsel, LLC | 734 | $217.1K | 0.11% | 00.0% | Unchanged |
