| Bell Bank | 721 | $246.7K | 0.02% | +721 | New |
| Acropolis Investment Management, LLC | 719 | $246.0K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 719 | $246.0K | 0.22% | +29+4.2% | Added |
| Continuum Advisory, LLC | 718 | $245.7K | 0.03% | +1+0.1% | Added |
| Mizuho Markets Cayman LP | 717 | $245.3K | 0.61% | −1,030−59.0% | Reduced |
| Glenview Trust Co | 717 | $245.3K | 0.00% | +717 | New |
| Waldron Private Wealth LLC | 716 | $245.0K | 0.01% | +716 | New |
| Goldstone Financial Group, LLC | 716 | $245.0K | 0.04% | −48−6.3% | Reduced |
| Nautilus Advisors LLC | 716 | $245.0K | 0.20% | +716 | New |
| Kercheville Advisors, LLC | 715 | $244.6K | 0.09% | −3,385−82.6% | Reduced |
| Saxony Capital Management, LLC | 711 | $243.3K | 0.21% | −313−30.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 711 | $243.3K | 0.08% | −173−19.6% | Reduced |
| Versant Capital Management, Inc | 711 | $243.3K | 0.05% | +114+19.1% | Added |
| Stock Yards Bank & Trust Co | 708 | $242.2K | 0.01% | +708 | New |
| United Advisor Group, LLC | 707 | $241.9K | 0.05% | +707 | New |
| Magnus Financial Group LLC | 705 | $241.2K | 0.02% | +705 | New |
| Redwood Wealth Management Group, LLC | 704 | $241.1K | 0.12% | +704 | New |
| Grassi Investment Management | 700 | $240.0K | 0.02% | +700 | New |
| Roberts Glore & Co Inc | 701 | $239.9K | 0.07% | +701 | New |
| Silvercrest Asset Management Group LLC | 701 | $239.9K | 0.00% | +701 | New |
| Vision Capital Management, Inc. | 700 | $239.5K | 0.04% | +700 | New |
| Emerald Advisors, LLC | 700 | $239.5K | 0.03% | +700 | New |
| Coppell Advisory Solutions LLC | 685 | $239.3K | 0.03% | +39+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 699 | $239.2K | 0.05% | +19+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 697 | $238.0K | 0.18% | −1,555−69.0% | Reduced |
| San Luis Wealth Advisors LLC | 693 | $237.0K | 0.04% | −25−3.5% | Reduced |
| Sage Mountain Advisors LLC | 692 | $236.9K | 0.02% | +692 | New |
| MinichMacGregor Wealth Management, LLC | 691 | $236.4K | 0.05% | +691 | New |
| Vicus Capital | 689 | $235.7K | 0.02% | +689 | New |
| Transform Wealth, LLC | 688 | $235.4K | 0.01% | −32−4.4% | Reduced |
| Brave Asset Management Inc | 688 | $235.4K | 0.07% | +688 | New |
| Resurgent Financial Advisors LLC | 688 | $235.4K | 0.14% | +688 | New |
| Simplicity Wealth,LLC | 687 | $235.1K | 0.05% | −41−5.6% | Reduced |
| William Howard & Co Financial Advisors Inc | 680 | $233.0K | 0.21% | +680 | New |
| Guardian Wealth Advisors, LLC | 680 | $232.7K | 0.02% | +680 | New |
| PKS Advisory Services, LLC | 680 | $232.7K | 0.07% | +680 | New |
| Fortress Private Ledger, LLC | 679 | $232.3K | 0.14% | +679 | New |
| Valmark Advisers, Inc. | 678 | $232.0K | 0.00% | −256−27.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 678 | $232.0K | 0.06% | +678 | New |
| Gallagher Fiduciary Advisors, LLC | 677 | $231.6K | 0.05% | +677 | New |
| Trust Co of Virginia | 675 | $231.0K | 0.02% | +675 | New |
| Loudon Investment Management, LLC | 675 | $231.0K | 0.13% | +675 | New |
| West Family Investments, Inc. | 673 | $230.3K | 0.08% | +673 | New |
| CMC Financial Group | 673 | $230.3K | 0.49% | +673 | New |
| SFMG, LLC | 672 | $230.1K | 0.02% | −126−15.8% | Reduced |
| Silver Oak Securities, Inc | 657 | $229.5K | 0.02% | +657 | New |
| Values First Advisors, Inc. | 669 | $229.0K | 0.13% | −1,394−67.6% | Reduced |
| Pure Financial Advisors, Inc. | 669 | $229.0K | 0.01% | +669 | New |
| First Financial Group Corp | 664 | $227.2K | 0.25% | +664 | New |
| Mandatum Life Insurance Co Ltd | 661 | $226.2K | 0.07% | −290−30.5% | Reduced |
| Coyle Financial Counsel LLC | 660 | $225.8K | 0.07% | −100−13.2% | Reduced |
| Essex Savings Bank | 659 | $225.5K | 0.06% | +659 | New |
| Heritage Investors Management Corp | 659 | $225.0K | 0.01% | +659 | New |
| Mather Group, LLC. | 657 | $224.9K | 0.00% | +161+32.5% | Added |
| HM Payson & Co | 655 | $224.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 654 | $223.8K | 0.09% | +9+1.4% | Added |
| Cromwell Holdings LLC | 652 | $223.1K | 0.13% | +77+13.4% | Added |
| Paulson Wealth Management Inc. | 652 | $223.1K | 0.06% | +652 | New |
| Ameriflex Group, Inc. | 560 | $222.9K | 0.10% | +560 | New |
| Hills Bank & Trust Co | 651 | $222.7K | 0.02% | −201−23.6% | Reduced |
| Principle Wealth Partners LLC | 647 | $221.4K | 0.02% | +647 | New |
| Tritonpoint Wealth, LLC | 647 | $221.3K | 0.02% | +647 | New |
| Stonekeep Investments, LLC | 645 | $220.7K | 0.16% | +645 | New |
| StrongBox Wealth, LLC | 645 | $220.7K | 0.09% | −112−14.8% | Reduced |
| Objective Capital Management, LLC | 643 | $220.0K | 0.15% | −95−12.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 640 | $219.0K | 0.02% | +640 | New |
| Callahan Advisors, LLC | 640 | $219.0K | 0.02% | +640 | New |
| Peterson Wealth Management | 636 | $217.6K | 0.13% | +636 | New |
| LPWM LLC | 633 | $216.6K | 0.07% | +633 | New |
| Liberty Square Wealth Partners LLC | 475 | $214.6K | 0.08% | +475 | New |
| Fiduciary Planning LLC | 626 | $214.2K | 0.07% | +626 | New |
| Jeppson Wealth Management, LLC | 625 | $213.8K | 0.08% | +625 | New |
| Integras Partners LLC | 624 | $213.5K | 0.18% | +624 | New |
| Cutter & CO Brokerage, Inc. | 623 | $213.2K | 0.05% | +623 | New |
| Vantage Financial Partners, LLC | 621 | $212.5K | 0.05% | +621 | New |
| Sivia Capital Partners, LLC | 621 | $212.5K | 0.11% | +621 | New |
| Regent Peak Wealth Advisors LLC | 620 | $212.1K | 0.05% | +620 | New |
| Atlas Legacy Advisors, LLC | 618 | $211.5K | 0.05% | +618 | New |
| New Insight Wealth Advisors | 617 | $211.1K | 0.11% | +617 | New |
| Forefront Wealth Partners, LLC | 617 | $211.1K | 0.16% | +617 | New |
| OneAscent Financial Services LLC | 618 | $211.0K | 0.02% | +618 | New |
| Brand Asset Management Group, Inc. | 616 | $210.6K | 0.09% | +616 | New |
| Hazlett, Burt & Watson, Inc. | 613 | $210.0K | 0.09% | −53−8.0% | Reduced |
| Eagle Wealth Strategies LLC | 610 | $208.7K | 0.15% | +610 | New |
| AlphaStar Capital Management, LLC | 609 | $208.4K | 0.02% | +609 | New |
| IFG Advisors, LLC | 609 | $208.4K | 0.04% | +609 | New |
| Frisch Financial Group, Inc. | 608 | $208.0K | 0.06% | +608 | New |
| Pitcairn Co | 607 | $207.7K | 0.01% | +607 | New |
| Two Sigma Securities, LLC | 606 | $207.3K | 0.04% | −982−61.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 605 | $207.0K | 0.19% | +605 | New |
| Redhawk Wealth Advisors, Inc. | 604 | $206.7K | 0.03% | +604 | New |
| Twin Peaks Wealth Advisors, LLC | 603 | $206.4K | 0.09% | +603 | New |
| Lodestar Private Asset Management LLC | 603 | $206.3K | 0.03% | +603 | New |
| Drive Wealth Management, LLC | 601 | $205.7K | 0.05% | +601 | New |
| Sunflower Bank, N.A. | 601 | $205.6K | 0.06% | +601 | New |
| Northstar Asset Management LLC | 600 | $205.3K | 0.05% | +600 | New |
| First Heartland Consultants, Inc. | 600 | $205.3K | 0.02% | +600 | New |
| Atlas Private Wealth Advisors | 600 | $205.3K | 0.03% | +600 | New |
| Onefund, LLC | 600 | $205.3K | 0.20% | +600 | New |
| West Tower Group, LLC | 600 | $205.3K | 0.46% | +600 | New |
