| Relyea Zuckerberg Hanson LLC | 474 | $222.2K | 0.02% | −33−6.5% | Reduced |
| First Manhattan Co | 473 | $221.7K | 0.00% | +473 | New |
| Gallagher Fiduciary Advisors, LLC | 472 | $221.3K | 0.01% | −3−0.6% | Reduced |
| Claris Financial LLC | 472 | $221.3K | 0.12% | +472 | New |
| Naples Global Advisors, LLC | 471 | $220.8K | 0.02% | −32−6.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 471 | $220.8K | 0.07% | +62+15.2% | Added |
| Expressive Wealth LLC | 471 | $220.8K | 0.24% | +471 | New |
| SMART Wealth LLC | 470 | $220.3K | 0.07% | +470 | New |
| Cornerstone Wealth Group, LLC | 469 | $219.9K | 0.02% | +17+3.8% | Added |
| Bouchey Financial Group Ltd | 469 | $219.8K | 0.02% | +469 | New |
| Catalina Capital Group, LLC | 468 | $219.4K | 0.13% | −3−0.6% | Reduced |
| NorthStar Asset Management LLC | 464 | $217.5K | 0.10% | −21−4.3% | Reduced |
| Vines Capital Management, LLC | 464 | $217.5K | 0.21% | +464 | New |
| Gemmer Asset Management LLC | 463 | $217.0K | 0.02% | +39+9.2% | Added |
| Warren Street Wealth Advisors, LLC | 461 | $216.1K | 0.06% | +20+4.5% | Added |
| Axq Capital, LP | 461 | $216.1K | 0.05% | +461 | New |
| Edgemoor Investment Advisors, Inc. | 460 | $215.6K | 0.02% | −4−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 460 | $215.6K | 0.02% | −3−0.6% | Reduced |
| Fedenia Advisers LLC | 460 | $215.6K | 0.08% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 459 | $215.2K | 0.17% | +459 | New |
| Vivaldi Capital Management, LLC | 459 | $215.2K | 0.03% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 458 | $214.7K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 457 | $214.2K | 0.03% | −8−1.7% | Reduced |
| Tactive Advisors, LLC | 457 | $214.2K | 0.06% | +457 | New |
| Hantz Financial Services, Inc. | 457 | $214.0K | 0.00% | +182+66.2% | Added |
| DLK Investment Management, LLC | 456 | $213.8K | 0.08% | −80−14.9% | Reduced |
| Crescent Sterling, Ltd. | 455 | $213.3K | 0.22% | +455 | New |
| Elite Life Management LLC | 539 | $213.2K | 0.35% | +539 | New |
| JGP Wealth Management, LLC | 454 | $212.8K | 0.02% | +454 | New |
| Cove Private Wealth, LLC | 454 | $212.8K | 0.06% | +454 | New |
| JFS Wealth Advisors, LLC | 453 | $212.3K | 0.01% | +33+7.9% | Added |
| Intrepid Financial Planning Group LLC | 453 | $212.3K | 0.08% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 453 | $212.3K | 0.44% | +453 | New |
| Foster Group, Inc. | 453 | $212.3K | 0.01% | +453 | New |
| Ramirez Asset Management, Inc. | 450 | $210.9K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 450 | $210.9K | 0.01% | +6+1.4% | Added |
| AlTi Global, Inc. | 449 | $210.5K | 0.00% | +449 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 448 | $210.1K | 0.11% | +448 | New |
| Meridian Wealth Advisors, LLC | 448 | $210.0K | 0.03% | −23−4.9% | Reduced |
| Synergy Financial Management, LLC | 448 | $210.0K | 0.02% | +448 | New |
| Atwood & Palmer Inc | 446 | $209.1K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 445 | $208.6K | 0.01% | −721−61.8% | Reduced |
| Cardinal Point Capital Management, ULC | 445 | $208.6K | 0.01% | +445 | New |
| Lotus Technology Management, LP | 444 | $208.1K | 0.12% | +444 | New |
| 55 North Private Wealth, LLC | 444 | $208.1K | 0.05% | +444 | New |
| Cornell Pochily Investment Advisors, Inc. | 443 | $207.7K | 0.06% | +443 | New |
| Barnett & Company, Inc. | 442 | $207.2K | 0.17% | −55−11.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 442 | $207.2K | 0.15% | −1−0.2% | Reduced |
| Covenant Partners, LLC | 440 | $206.3K | 0.06% | 00.0% | Unchanged |
| Opus Financial Solutions LLC | 440 | $206.3K | 0.19% | +440 | New |
| Glen Eagle Advisors, LLC | 439 | $205.8K | 0.03% | +11+2.6% | Added |
| Innova Wealth Partners | 438 | $205.3K | 0.10% | +8+1.9% | Added |
| J. L. Bainbridge & Co., Inc. | 438 | $205.3K | 0.02% | +438 | New |
| Wellington-Altus USA Inc. | 438 | $205.3K | 0.15% | +438 | New |
| HCR Wealth Advisors | 438 | $205.3K | 0.02% | +28+6.8% | Added |
| Bedel Financial Consulting, Inc. | 436 | $204.4K | 0.02% | −3−0.7% | Reduced |
| PFW Advisors LLC | 435 | $203.9K | 0.06% | −44−9.2% | Reduced |
| Ignite Planners, LLC | 462 | $203.8K | 0.03% | +24+5.5% | Added |
| Ewa, LLC | 434 | $203.6K | 0.05% | +434 | New |
| Abound Wealth Management | 432 | $202.7K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 431 | $202.0K | 0.07% | 00.0% | Unchanged |
| ASB Consultores, LLC | 443 | $201.6K | 0.88% | 00.0% | Unchanged |
| Haverford Trust Co | 429 | $201.1K | 0.00% | −3−0.7% | Reduced |
| Endeavor Private Wealth, Inc. | 428 | $200.6K | 0.06% | +428 | New |
| Serenus Wealth Advisors, LLC | 428 | $200.6K | 0.04% | +428 | New |
| Barnes Dennig Private Wealth Management LLC | 425 | $199.2K | 0.20% | +51+13.6% | Added |
| Austin Private Wealth, LLC | 408 | $191.3K | 0.01% | +6+1.5% | Added |
| C M Bidwell & Associates Ltd | 406 | $190.3K | 0.09% | +38+10.3% | Added |
| MV Capital Management, Inc. | 401 | $188.0K | 0.02% | +1+0.3% | Added |
| MRP Capital Investments, LLC | 400 | $187.5K | 0.16% | +77+23.8% | Added |
| Schonfeld Strategic Advisors LLC | 400 | $187.5K | 0.00% | −1,704−81.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 398 | $186.6K | 0.03% | +398 | New |
| Activest Wealth Management | 395 | $185.2K | 0.03% | −201−33.7% | Reduced |
| Basecamp Wealth Advisors LLC | 390 | $182.8K | 0.04% | +390 | New |
| Chesapeake Asset Management LLC | 382 | $179.1K | 0.15% | +3+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 377 | $176.9K | 0.00% | +204+117.9% | Added |
| CVA Family Office, LLC | 358 | $167.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 355 | $166.4K | 0.01% | +72+25.4% | Added |
| DV Equities, LLC | 350 | $164.1K | 0.03% | +350 | New |
| Investment Research & Advisory Group, Inc. | 342 | $162.7K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 340 | $159.6K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 340 | $159.4K | 0.06% | 00.0% | Unchanged |
| Rexford Capital Inc | 340 | $159.4K | 0.12% | +10+3.0% | Added |
| Cary Street Partner Investment Advisory LLC | 335 | $157.0K | 0.04% | +38+12.8% | Added |
| Scarborough Advisors, LLC | 333 | $156.2K | 0.03% | +7+2.1% | Added |
| Reflection Asset Management | 333 | $156.1K | 0.11% | +333 | New |
| Garton & Associates Financial Advisors LLC | 333 | $156.1K | 0.09% | +333 | New |
| N.E.W. Advisory Services LLC | 332 | $155.6K | 0.01% | +4+1.2% | Added |
| Hilltop National Bank | 322 | $150.9K | 0.04% | −1−0.3% | Reduced |
| Legacy Bridge, LLC | 310 | $145.3K | 0.06% | +30+10.7% | Added |
| Caldwell Trust Co | 305 | $143.0K | 0.01% | +80+35.6% | Added |
| North Star Investment Management Corp. | 303 | $142.0K | 0.01% | +25+9.0% | Added |
| Osterweis Capital Management Inc | 286 | $134.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 283 | $132.7K | 0.05% | +116+69.5% | Added |
| Stone House Investment Management, LLC | 281 | $131.7K | 0.02% | +3+1.1% | Added |
| Armstrong Advisory Group, Inc | 280 | $131.3K | 0.01% | +5+1.8% | Added |
| Center for Financial Planning, Inc. | 274 | $128.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 273 | $128.0K | 0.01% | −7−2.5% | Reduced |
| MTM Investment Management, LLC | 270 | $126.6K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 265 | $124.2K | 0.01% | +13+5.2% | Added |
