| Ramirez Asset Management, Inc. | 450 | $229.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 447 | $227.6K | 0.02% | +447 | New |
| Atwood & Palmer Inc | 446 | $227.2K | 0.01% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 443 | $225.6K | 0.02% | −197−30.8% | Reduced |
| Platform Technology Partners | 443 | $225.6K | 0.06% | +443 | New |
| Advisory Alpha, LLC | 441 | $224.6K | 0.01% | +441 | New |
| Covenant Partners, LLC | 440 | $224.1K | 0.07% | +440 | New |
| Register Financial Advisors LLC | 440 | $224.1K | 0.10% | +440 | New |
| Sargent Investment Group, LLC | 496 | $224.0K | 0.03% | +496 | New |
| Root Financial Partners, LLC | 438 | $223.1K | 0.02% | −394−47.4% | Reduced |
| Intrepid Financial Planning Group LLC | 438 | $223.1K | 0.09% | +438 | New |
| Sugar Maple Asset Management, LLC | 438 | $223.1K | 0.17% | +438 | New |
| Accredited Investors Inc. | 436 | $222.1K | 0.01% | +436 | New |
| Capital Performance Advisors LLP | 434 | $221.3K | 0.04% | +434 | New |
| Tripletail Wealth Management, LLC | 515 | $221.2K | 0.32% | +515 | New |
| Bridges Investment Management Inc | 433 | $220.5K | 0.00% | −403−48.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 433 | $220.5K | 0.07% | +433 | New |
| Prosperity Financial Group, Inc. | 433 | $220.5K | 0.09% | +433 | New |
| AlTi Global, Inc. | 434 | $220.4K | 0.01% | +434 | New |
| Financial Partners Group, Inc | 432 | $219.9K | 0.03% | +432 | New |
| Liberty Wealth Management LLC | 431 | $219.5K | 0.03% | −6,271−93.6% | Reduced |
| TrueWealth Advisors, LLC | 430 | $219.0K | 0.06% | +430 | New |
| ARK & TLK Investments, LLC | 430 | $219.0K | 0.07% | +430 | New |
| Patriot Financial Group Insurance Agency, LLC | 429 | $218.5K | 0.03% | +429 | New |
| WealthBridge Capital Management, LLC | 428 | $218.0K | 0.06% | +428 | New |
| Carr Financial Group Corp | 428 | $218.0K | 0.06% | +428 | New |
| Abound Wealth Management | 428 | $217.9K | 0.06% | +134+45.6% | Added |
| Fourth Dimension Wealth, LLC | 425 | $216.5K | 0.09% | +125+41.7% | Added |
| Guyasuta Investment Advisors Inc | 424 | $215.9K | 0.01% | +424 | New |
| Vantage Financial Partners, LLC | 421 | $214.4K | 0.05% | −200−32.2% | Reduced |
| JFS Wealth Advisors, LLC | 420 | $213.9K | 0.01% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 454 | $213.6K | 0.18% | +454 | New |
| Sym Financial Corp | 419 | $213.4K | 0.02% | +419 | New |
| Oxford Financial Group Ltd | 419 | $213.4K | 0.01% | +419 | New |
| Ewa, LLC | 418 | $213.1K | 0.07% | +418 | New |
| Annex Advisory Services, LLC | 418 | $213.0K | 0.01% | +418 | New |
| Southeast Asset Advisors Inc. | 417 | $212.4K | 0.03% | +417 | New |
| Catalina Capital Group, LLC | 416 | $211.9K | 0.14% | +416 | New |
| Haverford Trust Co | 415 | $211.4K | 0.00% | +415 | New |
| Forefront Wealth Partners, LLC | 617 | $211.1K | 0.14% | +14+2.3% | Added |
| Gemmer Asset Management LLC | 414 | $210.9K | 0.02% | +414 | New |
| Fortress Private Ledger, LLC | 414 | $210.9K | 0.10% | +414 | New |
| Foster Group, Inc. | 412 | $209.8K | 0.01% | +412 | New |
| CVFG LLC | 412 | $209.8K | 0.17% | +412 | New |
| PrairieView Partners, LLC | 412 | $209.0K | 0.02% | −40−8.8% | Reduced |
| Cypress Point Wealth Management, LLC | 410 | $208.8K | 0.05% | +410 | New |
| Whipplewood Advisors, LLC | 407 | $207.3K | 0.11% | +186+84.2% | Added |
| Regatta Capital Group, LLC | 407 | $207.1K | 0.04% | +407 | New |
| Bryant Woods Investment Advisors, LLC | 406 | $206.8K | 0.09% | +406 | New |
| EPG Wealth Management LLC | 406 | $206.6K | 0.06% | +406 | New |
| Greenwich Wealth Management LLC | 404 | $206.0K | 0.01% | −240−37.3% | Reduced |
| MV Capital Management, Inc. | 404 | $205.8K | 0.02% | −12−2.9% | Reduced |
| GWN Securities Inc. | 403 | $205.3K | 0.04% | −1,396−77.6% | Reduced |
| Berkeley Capital Partners, LLC | 403 | $205.3K | 0.05% | +403 | New |
| Franklin Street Advisors Inc | 400 | $204.0K | 0.01% | +400 | New |
| Woodstock Corp | 400 | $203.7K | 0.02% | +400 | New |
| David R. Rahn & Associates Inc. | 400 | $203.7K | 0.05% | +400 | New |
| Latitude Advisors, LLC | 399 | $203.2K | 0.10% | +399 | New |
| Victrix Investment Advisors | 399 | $203.2K | 0.09% | +399 | New |
| First Business Financial Services, Inc. | 398 | $202.7K | 0.02% | +398 | New |
| Clearwater Capital Advisors, LLC | 396 | $201.7K | 0.02% | +396 | New |
| Beacon Financial Group | 395 | $201.2K | 0.02% | +395 | New |
| Integrated Investment Consultants, LLC | 395 | $201.2K | 0.04% | +395 | New |
| Associated Banc-Corp | 394 | $200.7K | 0.01% | +394 | New |
| Warren Street Wealth Advisors, LLC | 394 | $200.7K | 0.07% | +394 | New |
| Integrity Wealth Advisors, Inc. | 393 | $200.2K | 0.14% | +393 | New |
| First Manhattan Co | 393 | $200.2K | 0.00% | +393 | New |
| Glen Eagle Advisors, LLC | 388 | $197.6K | 0.03% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 388 | $197.6K | 3.00% | +19+5.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 382 | $194.6K | 0.03% | −157−29.1% | Reduced |
| South State Corp. | 381 | $194.0K | 0.01% | −78−17.0% | Reduced |
| River Street Advisors LLC | 380 | $193.5K | 0.08% | +380 | New |
| Chesapeake Asset Management LLC | 379 | $193.0K | 0.18% | +24+6.8% | Added |
| Centricity Wealth Management, LLC | 374 | $190.5K | 0.15% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 366 | $186.5K | 0.03% | −275−42.9% | Reduced |
| Ameriflex Group, Inc. | 363 | $183.4K | 0.10% | −341−48.4% | Reduced |
| CVA Family Office, LLC | 358 | $182.3K | 0.03% | +125+53.6% | Added |
| Future Financial Wealth Managment LLC | 350 | $178.3K | 0.12% | 00.0% | Unchanged |
| Costello Asset Management, INC | 345 | $175.7K | 0.07% | −27−7.3% | Reduced |
| Colonial Trust Co | 342 | $174.3K | 0.03% | +3+0.9% | Added |
| Investment Research & Advisory Group, Inc. | 342 | $174.2K | 0.07% | +7+2.1% | Added |
| Optiver Holding B.V. | 340 | $173.2K | 0.00% | +142+71.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 336 | $171.1K | 0.20% | +301+860.0% | Added |
| Scarborough Advisors, LLC | 329 | $167.7K | 0.03% | +329 | New |
| N.E.W. Advisory Services LLC | 328 | $167.1K | 0.02% | −77−19.0% | Reduced |
| MRP Capital Investments, LLC | 323 | $164.5K | 0.11% | +130+67.4% | Added |
| MCF Advisors LLC | 323 | $164.5K | 0.01% | +143+79.4% | Added |
| Hilltop National Bank | 323 | $164.5K | 0.04% | +323 | New |
| Cary Street Partner Investment Advisory LLC | 322 | $164.0K | 0.08% | +102+46.4% | Added |
| Optimum Investment Advisors | 320 | $163.0K | 0.07% | +54+20.3% | Added |
| Zions Bancorporation, National Association | 319 | $162.5K | 0.01% | +17+5.6% | Added |
| TD Private Client Wealth LLC | 314 | $159.9K | 0.00% | −584−65.0% | Reduced |
| Constant Guidance Financial LLC | 310 | $157.9K | 0.16% | +310 | New |
| Provenance Wealth Advisors, LLC | 300 | $152.8K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 299 | $152.3K | 0.02% | +248+486.3% | Added |
| SJS Investment Consulting Inc. | 289 | $147.2K | 0.02% | +1+0.3% | Added |
| Armstrong Advisory Group, Inc | 287 | $146.2K | 0.01% | +48+20.1% | Added |
| Osterweis Capital Management Inc | 286 | $145.7K | 0.01% | +286 | New |
| North Star Investment Management Corp. | 278 | $141.6K | 0.01% | +5+1.8% | Added |
| Hennessy Advisors Inc | 278 | $141.6K | 0.00% | +278 | New |
