| Horizon Wealth Management, LLC | 969 | $252.1K | 0.05% | −119−10.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 968 | $251.7K | 0.23% | +968 | New |
| OneAscent Financial Services LLC | 967 | $251.0K | 0.18% | −660−40.6% | Reduced |
| David Loasby | 899 | $249.4K | 0.02% | −41−4.4% | Reduced |
| Northwest Wealth Management, LLC | 949 | $246.8K | 0.06% | +949 | New |
| Rakuten Securities, Inc. | 948 | $246.4K | 0.11% | +173+22.3% | Added |
| TCI Wealth Advisors, Inc. | 947 | $246.2K | 0.02% | +947 | New |
| Nadler Financial Group, Inc. | 943 | $245.2K | 0.03% | +943 | New |
| Cullinan Associates Inc | 900 | $245.1K | 0.01% | +900 | New |
| Advisory Alpha, LLC | 938 | $243.9K | 0.01% | +938 | New |
| Onyx Bridge Wealth Group LLC | 932 | $242.3K | 0.04% | −1,881−66.9% | Reduced |
| Flynn Zito Capital Management, LLC | 931 | $242.1K | 0.12% | +931 | New |
| Roundview Capital LLC | 929 | $241.6K | 0.02% | +929 | New |
| Simmons Bank | 927 | $241.0K | 0.02% | +927 | New |
| LCM Capital Management Inc | 922 | $239.7K | 0.14% | +922 | New |
| Planning Capital Management Corp | 922 | $239.6K | 0.16% | −69−7.0% | Reduced |
| Widmann Financial Services, Inc. | 920 | $239.2K | 0.18% | −13−1.4% | Reduced |
| Focus Financial Network, Inc. | 918 | $238.7K | 0.01% | +918 | New |
| Dynamic Advisor Solutions LLC | 918 | $238.6K | 0.01% | +918 | New |
| Congress Wealth Management LLC | 905 | $235.4K | 0.00% | +905 | New |
| Klingenstein Fields & Co LP | 899 | $233.8K | 0.01% | +899 | New |
| Adell Harriman & Carpenter Inc | 899 | $233.8K | 0.02% | +899 | New |
| Keystone Financial Services | 898 | $233.5K | 0.09% | +898 | New |
| Linscomb & Williams, Inc. | 894 | $232.4K | 0.01% | +894 | New |
| Quotient Wealth Partners, LLC | 890 | $231.4K | 0.01% | +890 | New |
| Jaffetilchin Investment Partners, LLC | 889 | $231.1K | 0.02% | +889 | New |
| Stevens Capital Management LP | 889 | $231.0K | 0.03% | −4,259−82.7% | Reduced |
| Trust Co of Vermont | 888 | $230.9K | 0.01% | −99−10.0% | Reduced |
| Keudell/Morrison Wealth Management | 887 | $230.6K | 0.06% | +887 | New |
| Next Capital Management LLC | 886 | $230.4K | 0.09% | +886 | New |
| Advisor Resource Council | 883 | $229.6K | 0.10% | +883 | New |
| Objective Capital Management, LLC | 881 | $229.1K | 0.13% | +881 | New |
| Roberts Glore & Co Inc | 880 | $228.8K | 0.07% | +880 | New |
| 1st Source Bank | 879 | $228.6K | 0.01% | +879 | New |
| Cromwell Holdings LLC | 877 | $228.0K | 0.15% | +39+4.7% | Added |
| Weatherly Asset Management L. P. | 877 | $228.0K | 0.02% | +877 | New |
| WSFS Capital Management, LLC | 877 | $228.0K | 0.01% | +877 | New |
| Advocate Group LLC | 869 | $226.0K | 0.04% | +869 | New |
| Legacy Capital Group California, Inc. | 867 | $225.4K | 0.07% | +867 | New |
| J. W. Coons Advisors, LLC | 866 | $225.2K | 0.06% | +866 | New |
| Atlantic Union Bankshares Corp | 860 | $223.6K | 0.01% | +860 | New |
| Inspirion Wealth Advisors, LLC | 854 | $221.9K | 0.03% | +854 | New |
| Sender Co & Partners, Inc. | 853 | $221.8K | 0.47% | −10,182−92.3% | Reduced |
| JNBA Financial Advisors | 847 | $220.2K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 846 | $220.0K | 0.07% | +846 | New |
| Phoenix Holdings Ltd. | 843 | $219.2K | 0.00% | +843 | New |
| Prepared Retirement Institute LLC | 841 | $218.7K | 0.13% | +841 | New |
| Morris Retirement Advisors, LLC | 841 | $218.6K | 0.12% | +841 | New |
| Sit Investment Associates Inc | 840 | $218.0K | 0.00% | −615−42.3% | Reduced |
| Bill Few Associates, Inc. | 838 | $217.9K | 0.08% | −285−25.4% | Reduced |
| Cable Hill Partners, LLC | 835 | $217.2K | 0.02% | +835 | New |
| Oxford Financial Group Ltd | 834 | $216.9K | 0.01% | +834 | New |
| West Family Investments, Inc. | 832 | $216.3K | 0.07% | +832 | New |
| Sage Rhino Capital LLC | 831 | $216.1K | 0.05% | +831 | New |
| Apella Capital, LLC | 814 | $216.1K | 0.01% | +814 | New |
| LMR Partners LLP | 830 | $215.8K | 0.00% | +830 | New |
| Northwest Financial Advisors | 828 | $215.4K | 0.17% | +828 | New |
| Onefund, LLC | 821 | $213.5K | 0.22% | +821 | New |
| Kanawha Capital Management LLC | 818 | $212.7K | 0.02% | +818 | New |
| Seed Wealth Management, Inc. | 816 | $212.2K | 0.17% | +816 | New |
| JGP Wealth Management, LLC | 812 | $211.1K | 0.03% | +812 | New |
| DT Investment Partners, LLC | 808 | $210.1K | 0.02% | +112+16.1% | Added |
| Thrive Wealth Management, LLC | 804 | $209.2K | 0.04% | +804 | New |
| Farmers Trust Co | 803 | $208.8K | 0.04% | +803 | New |
| Taylor & Morgan Wealth Management, LLC | 803 | $208.8K | 0.14% | +803 | New |
| Catalyst Funds Management Pty Ltd | 800 | $208.0K | 0.05% | −3,600−81.8% | Reduced |
| FineMark National Bank & Trust | 800 | $208.0K | 0.01% | +800 | New |
| Garde Capital, Inc. | 796 | $207.0K | 0.01% | +796 | New |
| Cobblestone Capital Advisors LLC | 792 | $205.9K | 0.01% | +792 | New |
| Sivia Capital Partners, LLC | 791 | $205.7K | 0.12% | +791 | New |
| BKD Wealth Advisors, LLC | 788 | $205.0K | 0.00% | +788 | New |
| World Equity Group, Inc. | 788 | $205.0K | 0.07% | +788 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 786 | $204.4K | 0.06% | +786 | New |
| Focused Wealth Management, Inc | 785 | $204.0K | 0.03% | +785 | New |
| ORG Partners LLC | 781 | $203.1K | 0.03% | −464−37.3% | Reduced |
| DF Dent & Co Inc | 778 | $202.3K | 0.00% | +778 | New |
| Proficio Capital Partners LLC | 771 | $200.4K | 0.02% | −422−35.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 729 | $189.6K | 0.05% | +71+10.8% | Added |
| Hexagon Capital Partners LLC | 728 | $189.3K | 0.04% | +71+10.8% | Added |
| Sachetta, LLC | 698 | $181.5K | 0.07% | −70−9.1% | Reduced |
| McClarren Financial Advisors, Inc. | 679 | $176.0K | 0.20% | +479+239.5% | Added |
| Creative Financial Designs Inc | 673 | $174.9K | 0.01% | −528−44.0% | Reduced |
| Fortitude Family Office, LLC | 660 | $171.6K | 0.07% | +434+192.0% | Added |
| Eastern Bank | 658 | $171.1K | 0.00% | +658 | New |
| Indiana Trust & Investment Management CO | 633 | $164.6K | 0.06% | +575+991.4% | Added |
| Delta Asset Management LLC | 623 | $162.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 616 | $160.2K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 608 | $158.1K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 604 | $157.1K | 0.01% | +554+1,108.0% | Added |
| Planned Solutions, Inc. | 604 | $157.1K | 0.06% | +604 | New |
| Old Second National Bank of Aurora | 601 | $156.3K | 0.04% | −100−14.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 600 | $156.0K | 0.10% | 00.0% | Unchanged |
| Hilltop National Bank | 594 | $154.5K | 0.05% | −54−8.3% | Reduced |
| FinTrust Capital Advisors, LLC | 585 | $152.1K | 0.03% | +46+8.5% | Added |
| Rosenberg Matthew Hamilton | 584 | $151.9K | 0.04% | +42+7.7% | Added |
| MV Capital Management, Inc. | 581 | $151.1K | 0.02% | +3+0.5% | Added |
| St Germain D J Co Inc | 577 | $150.0K | 0.01% | +155+36.7% | Added |
| Washington Trust Co | 569 | $148.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 568 | $147.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 566 | $147.2K | 0.04% | −219−27.9% | Reduced |
