| Tradition Wealth Management, LLC | 989 | $505.0K | 0.04% | −26−2.6% | Reduced |
| Colonial River Wealth Management, LLC | 986 | $503.3K | 0.18% | −126−11.3% | Reduced |
| Groupe la Francaise | 986 | $503.3K | 0.01% | −21−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 981 | $501.0K | 0.03% | +20+2.1% | Added |
| Covenant Partners, LLC | 980 | $500.2K | 0.15% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 977 | $499.2K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 977 | $498.9K | 0.08% | −60−5.8% | Reduced |
| Hudock, Inc. | 972 | $496.3K | 0.07% | +5+0.5% | Added |
| Coastline Trust Co | 968 | $494.1K | 0.05% | −140−12.6% | Reduced |
| Portside Wealth Group, LLC | 966 | $493.1K | 0.07% | +52+5.7% | Added |
| Keebeck Wealth Management, LLC | 965 | $492.6K | 0.06% | +205+27.0% | Added |
| Leonteq Securities AG | 964 | $492.1K | 0.03% | +60+6.6% | Added |
| Live Oak Private Wealth LLC | 963 | $491.6K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 960 | $490.0K | 0.09% | +592+160.9% | Added |
| Fairscale Capital, LLC | 958 | $489.0K | 0.32% | +136+16.5% | Added |
| Monticello Wealth Management, LLC | 956 | $488.0K | 0.03% | +956 | New |
| Lake Street Financial LLC | 956 | $488.0K | 0.06% | +11+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 955 | $487.5K | 0.03% | −85−8.2% | Reduced |
| Prosperity Consulting Group, LLC | 954 | $487.0K | 0.02% | +46+5.1% | Added |
| Heartwood Wealth Advisors LLC | 952 | $485.9K | 0.04% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 947 | $483.4K | 0.91% | +947 | New |
| Quad-Cities Investment Group, LLC | 944 | $481.7K | 0.20% | −49−4.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 941 | $479.9K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 940 | $479.8K | 0.07% | −50−5.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 937 | $478.4K | 0.01% | +937 | New |
| Cutler Investment Counsel LLC | 933 | $476.5K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 930 | $474.7K | 0.14% | −20−2.1% | Reduced |
| Frec Markets, Inc. | 927 | $473.5K | 0.14% | +927 | New |
| Morris Financial Concepts, Inc. | 925 | $472.2K | 0.17% | −2−0.2% | Reduced |
| Townsend & Associates, Inc | 820 | $471.4K | 0.04% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 923 | $471.1K | 0.00% | +123+15.4% | Added |
| Wellington Shields & Co., LLC | 921 | $470.1K | 0.12% | +444+93.1% | Added |
| Zhang Financial LLC | 920 | $469.5K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 919 | $469.1K | 0.08% | +15+1.7% | Added |
| QTR Family Wealth, LLC | 797 | $468.8K | 0.21% | −25−3.0% | Reduced |
| Austin Private Wealth, LLC | 913 | $466.0K | 0.03% | −40−4.2% | Reduced |
| Tennessee Valley Asset Management Partners | 910 | $464.6K | 0.06% | +102+12.6% | Added |
| Everest Financial Group LLC | 910 | $464.5K | 0.10% | +910 | New |
| Howland Capital Management LLC | 910 | $464.5K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 909 | $464.0K | 0.05% | +49+5.7% | Added |
| Keystone Wealth Services, LLC | 907 | $463.2K | 0.10% | −5−0.5% | Reduced |
| NorthRock Partners, LLC | 905 | $462.0K | 0.01% | −1,225−57.5% | Reduced |
| Legacy Financial Advisors, Inc. | 904 | $461.3K | 0.06% | +165+22.3% | Added |
| Marble Harbor Investment Counsel, LLC | 900 | $459.4K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 899 | $459.1K | 0.01% | +107+13.5% | Added |
| 3Chopt Investment Partners, LLC | 899 | $458.9K | 0.10% | +11+1.2% | Added |
| Legacy Private Trust Co. | 898 | $458.4K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 897 | $457.7K | 0.31% | 00.0% | Unchanged |
| J2 Capital Management Inc | 895 | $456.9K | 0.33% | −119−11.7% | Reduced |
| Cary Street Partners Financial LLC | 893 | $455.8K | 0.01% | +28+3.2% | Added |
| Ramirez Asset Management, Inc. | 890 | $454.3K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 889 | $454.0K | 0.04% | −174−16.4% | Reduced |
| Ransom Advisory, Ltd | 885 | $451.7K | 0.18% | −45−4.8% | Reduced |
| Bogart Wealth, LLC | 882 | $450.1K | 0.02% | −79−8.2% | Reduced |
| Red Door Wealth Management, LLC | 878 | $448.2K | 0.05% | +20+2.3% | Added |
| Freestone Capital Holdings, LLC | 877 | $447.7K | 0.01% | +5+0.6% | Added |
| SmartHarvest Portfolios, LLC | 875 | $446.6K | 0.16% | +875 | New |
| Clear Trail Advisors, LLC | 872 | $445.1K | 0.10% | +872 | New |
| Jaffetilchin Investment Partners, LLC | 869 | $443.8K | 0.03% | +207+31.3% | Added |
| Tritonpoint Wealth, LLC | 868 | $443.1K | 0.04% | −73−7.8% | Reduced |
| Howard Capital Management Inc. | 867 | $442.6K | 0.01% | +4+0.5% | Added |
| Valmark Advisers, Inc. | 861 | $439.6K | 0.01% | +33+4.0% | Added |
| AssuredPartners Investment Advisors, LLC | 860 | $439.0K | 0.07% | −3−0.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 857 | $437.5K | 0.17% | +857 | New |
| Verus Capital Partners, LLC | 857 | $437.4K | 0.03% | +5+0.6% | Added |
| Greenfield Savings Bank | 856 | $436.9K | 0.18% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 799 | $436.9K | 0.04% | +33+4.3% | Added |
| Twin Capital Management Inc | 854 | $435.9K | 0.05% | −78−8.4% | Reduced |
| Moneta Group Investment Advisors LLC | 854 | $435.9K | 0.00% | −41−4.6% | Reduced |
| Jacksonville Wealth Management, LLC | 853 | $435.3K | 0.31% | +2+0.2% | Added |
| Capital Investment Advisory Services, LLC | 852 | $434.7K | 0.03% | +16+1.9% | Added |
| Brady Martz Wealth Solutions, LLC | 851 | $434.5K | 0.08% | −176−17.1% | Reduced |
| Cidel Asset Management Inc | 849 | $433.4K | 0.03% | −65−7.1% | Reduced |
| Avidian Wealth Solutions, LLC | 847 | $432.2K | 0.02% | +12+1.4% | Added |
| Arbor Investment Advisors, LLC | 846 | $431.8K | 0.06% | 00.0% | Unchanged |
| 71 West Capital Partners | 846 | $431.8K | 0.02% | +846 | New |
| Wescott Financial Advisory Group, LLC | 845 | $431.5K | 0.04% | +11+1.3% | Added |
| Ronald Blue Trust, Inc. | 843 | $430.2K | 0.00% | −71−7.8% | Reduced |
| Archford Capital Strategies, LLC | 841 | $429.2K | 0.05% | +59+7.5% | Added |
| Focus Financial Network, Inc. | 841 | $429.2K | 0.01% | −36−4.1% | Reduced |
| R Squared Ltd | 840 | $428.8K | 0.20% | +840 | New |
| Founders Financial Alliance, LLC | 838 | $427.8K | 0.08% | −426−33.7% | Reduced |
| Florida Financial Advisors, LLC | 824 | $421.0K | 0.11% | +58+7.6% | Added |
| First Business Financial Services, Inc. | 824 | $420.6K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 824 | $420.6K | 0.03% | +7+0.9% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 824 | $420.6K | 0.39% | +824 | New |
| PDS Planning, Inc | 823 | $420.1K | 0.03% | +40+5.1% | Added |
| Zullo Investment Group, Inc. | 822 | $419.7K | 0.15% | +1+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 820 | $418.6K | 0.03% | +60+7.9% | Added |
| Madison Wealth Partners, Inc | 820 | $418.4K | 0.08% | +1+0.1% | Added |
| Larry Mathis Financial Planning, LLC | 811 | $414.0K | 0.37% | +811 | New |
| Fieldview Capital Management, LLC | 806 | $411.4K | 0.07% | −1,550−65.8% | Reduced |
| Heritage Trust Co | 803 | $409.9K | 0.04% | +3+0.4% | Added |
| Cherokee Insurance Co | 800 | $408.4K | 0.17% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $408.4K | 0.16% | +250+45.5% | Added |
| Wolverine Asset Management LLC | 800 | $408.4K | 0.01% | +800 | New |
| Sage Private Wealth Group, LLC | 797 | $407.0K | 0.22% | +3+0.4% | Added |
| Everpar Advisors LLC | 796 | $406.3K | 0.15% | +261+48.8% | Added |
| G&S Capital LLC | 796 | $406.3K | 0.14% | +796 | New |
| Insigneo Advisory Services, LLC | 788 | $402.4K | 0.03% | +788 | New |
