| One Wealth Capital Management, LLC | 700 | $431.8K | 0.12% | +700 | New |
| Eastern Bank | 695 | $428.7K | 0.01% | +642+1,211.3% | Added |
| Davenport & Co LLC | 675 | $416.4K | 0.00% | −82−10.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 670 | $413.3K | 0.04% | 00.0% | Unchanged |
| American Trust | 668 | $412.0K | 0.03% | −50−7.0% | Reduced |
| Prelude Capital Management, LLC | 657 | $405.3K | 0.03% | −244−27.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 649 | $400.1K | 0.23% | +26+4.2% | Added |
| Power Wealth Management LLC | 647 | $399.1K | 0.14% | +647 | New |
| MBL Wealth, LLC | 643 | $396.6K | 0.03% | +643 | New |
| IFP Advisors, Inc | 638 | $393.5K | 0.01% | −80−11.1% | Reduced |
| Numerai GP LLC | 638 | $393.5K | 0.03% | +638 | New |
| VisionPoint Advisory Group, LLC | 626 | $386.1K | 0.06% | −14−2.2% | Reduced |
| Quarry LP | 621 | $383.1K | 0.06% | +585+1,625.0% | Added |
| Legacy Financial Advisors, Inc. | 619 | $381.8K | 0.05% | +96+18.4% | Added |
| Citadel Advisors LLC | 614 | $378.7K | 0.00% | −29,854−98.0% | Reduced |
| Aries Wealth Management | 614 | $378.7K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 612 | $377.9K | 0.01% | +16+2.7% | Added |
| Van Hulzen Asset Management, LLC | 612 | $377.5K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 609 | $375.7K | 0.02% | +54+9.7% | Added |
| Emerald Advisers, LLC | 607 | $374.4K | 0.01% | −61,493−99.0% | Reduced |
| Wick Capital Partners, LLC | 603 | $372.0K | 0.06% | +603 | New |
| Discipline Wealth Solutions, LLC | 601 | $370.7K | 0.03% | +1+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 598 | $368.0K | 0.00% | −191−24.2% | Reduced |
| Sigma Planning Corp | 595 | $367.0K | 0.01% | −61−9.3% | Reduced |
| Adviser Investments LLC | 592 | $365.0K | 0.00% | +592 | New |
| Archer Investment Corp | 591 | $364.6K | 0.07% | −85−12.6% | Reduced |
| DV Trading LLC | 589 | $363.3K | 0.03% | +589 | New |
| Retirement Guys Formula LLC | 586 | $361.6K | 0.14% | −28−4.6% | Reduced |
| WBI Investments | 585 | $360.9K | 0.09% | +585 | New |
| Frec Markets, Inc. | 585 | $360.9K | 0.03% | +585 | New |
| AlphaGrep UK Ltd | 577 | $355.9K | 0.11% | +577 | New |
| Fred Alger Management, LLC | 575 | $354.7K | 0.00% | −493−46.2% | Reduced |
| STG Securities, LLC | 570 | $351.6K | 0.38% | +570 | New |
| MOR Wealth Management, LLC | 565 | $348.5K | 0.14% | +565 | New |
| AssuredPartners Investment Advisors, LLC | 562 | $346.7K | 0.03% | −147−20.7% | Reduced |
| Argent Capital Management LLC | 560 | $345.4K | 0.01% | +560 | New |
| Greenleaf Trust | 550 | $339.3K | 0.00% | +11+2.0% | Added |
| Mainsail Asset Management, LLC | 601 | $335.2K | 0.13% | +601 | New |
| We Are One Seven, LLC | 542 | $334.3K | 0.01% | +542 | New |
| Callan Family Office, LLC | 542 | $334.3K | 0.01% | +542 | New |
| Harrell Investment Partners, LLC | 541 | $334.0K | 0.07% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 541 | $333.7K | 0.10% | +541 | New |
| Fulton Bank, N.A. | 538 | $331.9K | 0.01% | +538 | New |
| Arkadios Wealth Advisors | 534 | $329.6K | 0.01% | +534 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 533 | $328.8K | 0.02% | +533 | New |
| Abundance Wealth Counselors | 531 | $327.5K | 0.02% | +531 | New |
| Confluence Wealth Services, Inc. | 525 | $323.7K | 0.01% | +16+3.1% | Added |
| Summit Financial, LLC | 523 | $322.6K | 0.00% | +523 | New |
| Stonebridge Financial Group, LLC | 517 | $318.0K | 0.04% | +517 | New |
| Schubert & Co | 513 | $316.2K | 0.22% | +513 | New |
| Gateway Wealth Partners, LLC | 511 | $315.2K | 0.02% | −466−47.7% | Reduced |
| Assetmark, Inc | 506 | $312.4K | 0.00% | +276+120.0% | Added |
| Northwest Wealth Management, LLC | 505 | $311.5K | 0.04% | +505 | New |
| ProVise Management Group, LLC | 501 | $309.0K | 0.02% | +501 | New |
| Catalyst Financial Partners LLC | 501 | $309.0K | 0.03% | +501 | New |
| Fiduciary Family Office, LLC | 500 | $308.8K | 0.08% | +500 | New |
| American Money Management, LLC | 500 | $308.4K | 0.04% | +500 | New |
| RiverPark Advisors, LLC | 499 | $307.8K | 0.14% | −209−29.5% | Reduced |
| Holderness Investments Co | 498 | $307.2K | 0.05% | +498 | New |
| QRG Capital Management, Inc. | 489 | $301.6K | 0.00% | +489 | New |
| Family Wealth Partners, LLC | 489 | $301.6K | 0.09% | +489 | New |
| LightSquare Wealth Management, LLC | 488 | $301.0K | 0.21% | +488 | New |
| Optimize Financial Inc | 484 | $298.6K | 0.11% | +484 | New |
| Sound Capital Solutions LLC | 484 | $298.6K | 0.07% | +484 | New |
| Winton Group Ltd | 483 | $297.9K | 0.01% | −1,872−79.5% | Reduced |
| Investment Research Partners LLC | 482 | $297.3K | 0.10% | +482 | New |
| Wedmont Private Capital | 513 | $296.8K | 0.01% | +513 | New |
| Sym Financial Corp | 479 | $295.5K | 0.02% | +479 | New |
| Impact Capital Partners LLC | 479 | $295.5K | 0.08% | +479 | New |
| Sound View Wealth Advisors Group, LLC | 477 | $294.2K | 0.02% | +477 | New |
| Massar Capital Management, LP | 475 | $293.0K | 0.10% | +475 | New |
| Harbour Investments, Inc. | 474 | $292.5K | 0.00% | +103+27.8% | Added |
| Monticello Wealth Management, LLC | 472 | $291.1K | 0.02% | +472 | New |
| Avail Investment Partners, LLC | 471 | $290.5K | 0.22% | +471 | New |
| Accredited Investors Inc. | 469 | $289.3K | 0.01% | +469 | New |
| Chilton Investment Co LLC | 464 | $286.2K | 0.01% | −235−33.6% | Reduced |
| Sage Rhino Capital LLC | 462 | $285.0K | 0.05% | +462 | New |
| Inspire Advisors, LLC | 464 | $283.7K | 0.02% | +464 | New |
| Advisor OS, LLC | 459 | $283.1K | 0.02% | +459 | New |
| Cigna Investments Inc | 447 | $276.0K | 0.04% | +447 | New |
| Greenline Wealth Management LLC | 444 | $273.9K | 0.23% | +444 | New |
| New World Advisors LLC | 443 | $273.3K | 0.05% | +443 | New |
| Kingswood Wealth Advisors, LLC | 440 | $271.4K | 0.01% | +440 | New |
| Greenspring Advisors, LLC | 439 | $270.8K | 0.02% | +439 | New |
| Brendel Financial Advisors LLC | 438 | $270.2K | 0.13% | +438 | New |
| Intelligence Driven Advisers, LLC | 437 | $269.6K | 0.04% | +437 | New |
| Wealth Management Associates, Inc. | 437 | $269.6K | 0.07% | +437 | New |
| Advisory Advocates, LLC | 435 | $268.3K | 0.23% | +435 | New |
| IFG Advisory, LLC | 430 | $265.2K | 0.01% | +430 | New |
| SBI Securities Co., Ltd. | 428 | $264.0K | 0.01% | +70+19.6% | Added |
| Grandfield & Dodd, LLC | 428 | $264.0K | 0.01% | +428 | New |
| Gerber Kawasaki Wealth & Investment Management | 424 | $261.8K | 0.01% | +424 | New |
| Townsend Asset Management Corp | 420 | $259.1K | 0.08% | +420 | New |
| Thoroughbred Financial Services, LLC | 419 | $258.0K | 0.01% | +419 | New |
| Versant Capital Management, Inc | 417 | $257.2K | 0.02% | −4−1.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 418 | $257.0K | 0.09% | +418 | New |
| Kingdom Financial Group LLC. | 413 | $254.5K | 0.07% | −901−68.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 409 | $252.3K | 0.00% | +409 | New |
| Flatrock Wealth Partners LLC | 409 | $252.3K | 0.10% | +409 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 8,827 | $252.2K | 0.08% | +8,827 | New |
