| UMA Financial Services, Inc. | 868 | $253.0K | 0.07% | +868 | New |
| Sculati Wealth Management, LLC | 929 | $252.0K | 0.13% | +23+2.5% | Added |
| Advus Financial Partners, LLC | 987 | $250.8K | 0.14% | +987 | New |
| IFG Advisory, LLC | 924 | $250.0K | 0.03% | −44−4.5% | Reduced |
| Taurus Asset Management, LLC | 923 | $250.0K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 923 | $250.0K | 0.02% | +55+6.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 919 | $249.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Group | 918 | $249.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 920 | $249.0K | 0.15% | +511+124.9% | Added |
| Wellspring Financial Advisors, LLC | 914 | $248.0K | 0.07% | +18+2.0% | Added |
| Douglas Lane & Associates, LLC | 915 | $248.0K | 0.00% | +84+10.1% | Added |
| Lowe Brockenbrough & Co Inc | 913 | $248.0K | 0.02% | +913 | New |
| Benchmark Financial Wealth Advisors, LLC | 914 | $248.0K | 0.12% | +914 | New |
| Capital Advisors Inc | 911 | $247.0K | 0.01% | −239−20.8% | Reduced |
| Abacus Planning Group, Inc. | 909 | $247.0K | 0.08% | −161−15.0% | Reduced |
| CRA Financial Services, LLC | 907 | $246.0K | 0.08% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 906 | $246.0K | 0.04% | +906 | New |
| Hexagon Capital Partners LLC | 904 | $245.0K | 0.07% | −100−10.0% | Reduced |
| Corrigan Financial, Inc. | 900 | $244.1K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 899 | $244.0K | 0.25% | +899 | New |
| Private Capital Management LLC | 893 | $242.0K | 0.10% | −49−5.2% | Reduced |
| Cable Hill Partners, LLC | 894 | $242.0K | 0.06% | +894 | New |
| Ratio Wealth Group | 889 | $241.1K | 0.08% | +889 | New |
| Keebeck Wealth Management, LLC | 890 | $241.0K | 0.05% | −357−28.6% | Reduced |
| SignalPoint Asset Management, LLC | 886 | $240.0K | 0.08% | +8+0.9% | Added |
| Accredited Investors Inc. | 885 | $240.0K | 0.03% | +43+5.1% | Added |
| Stony Point Wealth Management Inc. | 880 | $239.0K | 0.14% | −257−22.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 878 | $238.0K | 0.08% | +50+6.0% | Added |
| ARGI Investment Services, LLC | 878 | $238.0K | 0.01% | +878 | New |
| Diamant Asset Management, Inc. | 870 | $236.0K | 0.20% | +870 | New |
| ICW Investment Advisors LLC | 870 | $236.0K | 0.15% | +870 | New |
| Pensionmark Financial Group, LLC | 866 | $235.0K | 0.05% | +15+1.8% | Added |
| Outlook Wealth Advisors, LLC | 861 | $234.0K | 0.08% | −106−11.0% | Reduced |
| Focused Wealth Management, Inc | 860 | $233.0K | 0.04% | +61+7.6% | Added |
| Thompson Siegel & Walmsley LLC | 858 | $233.0K | 0.00% | +520+153.8% | Added |
| Cookson Peirce & Co Inc | 858 | $233.0K | 0.01% | +858 | New |
| Private Advisory Group LLC | 859 | $233.0K | 0.06% | +859 | New |
| First National Bank of Omaha | 853 | $231.0K | 0.01% | +853 | New |
| Accurate Wealth Management, LLC | 833 | $231.0K | 0.20% | +833 | New |
| Welch Group, LLC | 848 | $230.0K | 0.02% | +848 | New |
| Carolinas Wealth Consulting LLC | 845 | $229.0K | 0.05% | +212+33.5% | Added |
| Alpha Omega Wealth Management LLC | 845 | $229.0K | 0.04% | +845 | New |
| Kozak & Associates, Inc. | 746 | $228.0K | 0.13% | +746 | New |
| Indie Asset Partners, LLC | 838 | $227.0K | 0.18% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 835 | $226.0K | 0.09% | −1−0.1% | Reduced |
| QCM Cayman, Ltd. | 835 | $226.0K | 0.62% | +835 | New |
| Fermata Advisors, LLC | 835 | $226.0K | 0.10% | +835 | New |
| KB Financial Partners, LLC | 830 | $225.0K | 0.08% | +431+108.0% | Added |
| Tower Wealth Partners, Inc. | 825 | $224.0K | 0.24% | −597−42.0% | Reduced |
| McLean Asset Management Corp | 759 | $224.0K | 0.09% | +759 | New |
| HHM Wealth Advisors, LLC | 824 | $223.0K | 0.06% | −9−1.1% | Reduced |
| Deseret Mutual Benefit Administrators | 821 | $223.0K | 0.04% | 00.0% | Unchanged |
| Fma Advisory Inc | 819 | $222.0K | 0.08% | +819 | New |
| Trustcore Financial Services, LLC | 806 | $219.0K | 0.02% | +788+4,377.8% | Added |
| Sigma Investment Counselors Inc | 807 | $219.0K | 0.02% | +807 | New |
| BKD Wealth Advisors, LLC | 809 | $219.0K | 0.01% | +809 | New |
| Sage Private Wealth Group, LLC | 805 | $218.0K | 0.30% | +26+3.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 803 | $218.0K | 0.00% | +258+47.3% | Added |
| Burns Matteson Capital Management, LLC | 801 | $217.2K | 0.16% | +801 | New |
| D'Orazio & Associates, Inc. | 799 | $217.0K | 0.05% | +231+40.7% | Added |
| qPULA Trading Management LP | 800 | $217.0K | 0.34% | +800 | New |
| Axiom Investment Management LLC | 800 | $216.0K | 0.22% | −237−22.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 795 | $216.0K | 0.06% | +125+18.7% | Added |
| Trellis Advisors, LLC | 797 | $216.0K | 0.11% | +797 | New |
| Woodward Diversified Capital, LLC | 797 | $216.0K | 0.14% | +797 | New |
| Newport Wealth Strategies, Inc. | 791 | $215.0K | 0.13% | +791 | New |
| Capital Wealth Planning, LLC | 788 | $214.0K | 0.01% | −446−36.1% | Reduced |
| Clarity Financial LLC | 788 | $214.0K | 0.04% | −35−4.3% | Reduced |
| Madrona Financial Services, LLC | 790 | $214.0K | 0.10% | +790 | New |
| Tfo-TDC, LLC | 790 | $214.0K | 0.04% | +790 | New |
| Tobam | 782 | $212.0K | 0.01% | +154+24.5% | Added |
| Marathon Capital Management | 781 | $212.0K | 0.05% | +781 | New |
| Carlson Capital Management | 779 | $211.0K | 0.02% | +779 | New |
| Keystone Financial Group | 779 | $211.0K | 0.04% | +779 | New |
| Pacific Edge Advisors, LLC | 776 | $210.0K | 0.10% | −77−9.0% | Reduced |
| Claret Asset Management Corp | 773 | $210.0K | 0.04% | +773 | New |
| Cutter & CO Brokerage, Inc. | 768 | $208.0K | 0.05% | +768 | New |
| RHS Financial, LLC | 763 | $207.0K | 0.15% | −176−18.7% | Reduced |
| Ground Swell Capital, LLC | 763 | $207.0K | 0.89% | −111−12.7% | Reduced |
| RGT Wealth Advisors, LLC | 762 | $207.0K | 0.04% | −105−12.1% | Reduced |
| TFC Financial Management | 765 | $207.0K | 0.07% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 763 | $207.0K | 0.06% | +763 | New |
| Schneider Downs Wealth Management Advisors, LP | 761 | $206.0K | 0.05% | +761 | New |
| Cornerstone Advisory, LLC | 761 | $206.0K | 0.03% | +761 | New |
| Bigelow Investment Advisors, LLC | 760 | $206.0K | 0.10% | +760 | New |
| Burke & Herbert Bank & Trust Co | 755 | $205.0K | 0.13% | +755 | New |
| Wealth Advisory Solutions, LLC | 756 | $205.0K | 0.05% | +756 | New |
| Farmers National Bank | 918 | $204.3K | 0.08% | +918 | New |
| Biltmore Capital Advisors LLC | 751 | $204.0K | 0.04% | −79−9.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 752 | $204.0K | 0.12% | +2+0.3% | Added |
| Altshuler Shaham Ltd | 747 | $204.0K | 0.00% | +424+131.3% | Added |
| Burney Co | 754 | $204.0K | 0.01% | +754 | New |
| Journey Advisory Group, LLC | 753 | $204.0K | 0.07% | +753 | New |
| Palisade Asset Management, LLC | 747 | $203.0K | 0.02% | +747 | New |
| Sicart Associates LLC | 750 | $203.0K | 0.06% | +750 | New |
| Biltmore Wealth Management, LLC | 743 | $202.0K | 0.08% | +743 | New |
| Howe & Rusling Inc | 741 | $201.0K | 0.03% | −4−0.5% | Reduced |
| Jacobs & Co | 741 | $200.0K | 0.02% | +741 | New |
| Affinity Capital Advisors, LLC | 738 | $200.0K | 0.07% | +738 | New |
| Harel Insurance Investments & Financial Services Ltd. | 727 | $197.0K | 0.01% | −14,431−95.2% | Reduced |
