| Dale Q Rice Investment Management Ltd | 521 | $397.6K | 0.22% | 00.0% | Unchanged |
| Integrity Financial Corp | 521 | $397.6K | 0.19% | +521 | New |
| Atlanta Consulting Group Advisors, LLC | 521 | $397.6K | 0.06% | +521 | New |
| Members Wealth LLC | 520 | $397.0K | 0.22% | −9−1.7% | Reduced |
| Winthrop Advisory Group LLC | 520 | $396.8K | 0.03% | +520 | New |
| Wedge Capital Management L L P | 519 | $396.1K | 0.01% | −41−7.3% | Reduced |
| FSM Wealth Advisors, LLC | 517 | $394.7K | 0.04% | +517 | New |
| Midwest Financial Network, LLC | 517 | $394.5K | 0.27% | 00.0% | Unchanged |
| IFG Advisors, LLC | 517 | $394.3K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 515 | $393.0K | 0.01% | +515 | New |
| Benchmark Financial Wealth Advisors, LLC | 515 | $392.9K | 0.10% | −351−40.5% | Reduced |
| LVZ Advisors, Inc. | 514 | $392.3K | 0.04% | +514 | New |
| TABR Capital Management, LLC | 513 | $391.5K | 0.33% | +513 | New |
| Legacy Wealth Management, LLC | 511 | $390.0K | 0.10% | +511 | New |
| Mandatum Life Insurance Co Ltd | 506 | $386.1K | 0.07% | −120−19.2% | Reduced |
| Ignite Planners, LLC | 506 | $385.9K | 0.05% | +506 | New |
| Brandywine Oak Private Wealth LLC | 501 | $382.7K | 0.03% | +501 | New |
| Jeter Robert S II | 2,044 | $382.6K | 0.37% | +1,536+302.4% | Added |
| Vision Capital Management, Inc. | 501 | $382.3K | 0.04% | −200−28.5% | Reduced |
| Naples Global Advisors, LLC | 501 | $382.3K | 0.02% | +501 | New |
| Markin Volterra Fund LP | 501 | $382.3K | 1.30% | +501 | New |
| Gerald Baker Financial Group LLC | 501 | $382.3K | 0.11% | +501 | New |
| First Citizens Bank & Trust Co | 501 | $382.3K | 0.01% | +501 | New |
| Fca Corp | 500 | $381.6K | 0.09% | +500 | New |
| First American Bank | 500 | $381.6K | 0.02% | +500 | New |
| Symmetry Peak Management LLC | 500 | $381.6K | 8.35% | +500 | New |
| Aries Wealth Management | 500 | $381.6K | 0.07% | +500 | New |
| APCM Wealth Management for Individuals | 500 | $381.6K | 0.04% | +500 | New |
| Haven Private, LLC | 500 | $381.6K | 0.15% | +500 | New |
| Buckland Partners Management Co LLC | 500 | $381.6K | 0.19% | +500 | New |
| Atwood & Palmer Inc | 497 | $379.3K | 0.02% | +51+11.4% | Added |
| Valmark Advisers, Inc. | 497 | $379.3K | 0.00% | +497 | New |
| Seven Springs Wealth Group, LLC | 495 | $377.8K | 0.08% | +495 | New |
| Farmers & Merchants Trust Co of Long Beach | 495 | $377.8K | 0.08% | +495 | New |
| Harbour Capital Advisors, LLC | 2,012 | $376.6K | 0.07% | +1,509+300.0% | Added |
| Swiss Re Ltd | 493 | $376.2K | 0.03% | +453+1,132.5% | Added |
| Bedel Financial Consulting, Inc. | 492 | $375.5K | 0.04% | +492 | New |
| Spurstone Advisory Services, LLC | 482 | $372.5K | 5.09% | +301+166.3% | Added |
| Hartline Investment Corp | 486 | $370.9K | 0.03% | −29−5.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 485 | $370.1K | 0.02% | +485 | New |
| Dunhill Financial, LLC | 480 | $367.0K | 0.08% | +6+1.3% | Added |
| Beacon Capital Management, LLC | 480 | $366.1K | 0.05% | +480 | New |
| Accurate Wealth Management, LLC | 1,955 | $365.9K | 0.03% | +1,955 | New |
| MGO Private Wealth, LLC | 1,620 | $364.8K | 1.81% | +1,620 | New |
| Sym Financial Corp | 477 | $364.0K | 0.03% | +477 | New |
| Tripletail Wealth Management, LLC | 1,872 | $363.1K | 0.42% | +1,357+263.5% | Added |
| 3Chopt Investment Partners, LLC | 475 | $362.5K | 0.07% | +475 | New |
| Liberty Square Wealth Partners LLC | 475 | $362.5K | 0.09% | +475 | New |
| Endeavor Private Wealth, Inc. | 475 | $362.5K | 0.09% | +475 | New |
| Hamilton Point Investment Advisors, LLC | 473 | $361.0K | 0.05% | +473 | New |
| Gemmer Asset Management LLC | 473 | $361.0K | 0.02% | +473 | New |
| New Insight Wealth Advisors | 473 | $361.0K | 0.11% | +473 | New |
| Gallagher Fiduciary Advisors, LLC | 472 | $360.2K | 0.01% | +472 | New |
| Twelve Points Wealth Management LLC | 471 | $359.4K | 0.07% | +471 | New |
| 55 North Private Wealth, LLC | 471 | $359.4K | 0.07% | +471 | New |
| BCJ Capital Management, LLC | 470 | $358.7K | 0.02% | −180−27.7% | Reduced |
| Northstar Financial Companies, Inc. | 468 | $357.3K | 0.24% | +468 | New |
| Altfest L J & Co Inc | 468 | $357.1K | 0.03% | +468 | New |
| Investor's Fiduciary Advisor Network, LLC | 468 | $357.0K | 0.12% | +468 | New |
| My Purposeful Wealth Corp. | 467 | $356.1K | 0.07% | +467 | New |
| Patrick M Sweeney & Associates, Inc | 466 | $355.6K | 0.20% | +466 | New |
| Essex Savings Bank | 466 | $355.6K | 0.08% | +466 | New |
| Legacy Wealth Advisors, LLC | 464 | $354.1K | 0.15% | +464 | New |
| Quent Capital, LLC | 463 | $353.3K | 0.02% | +67+16.9% | Added |
| Langley Wealth Management, LLC | 463 | $353.3K | 0.34% | +463 | New |
| Peak Financial Management, Inc. | 461 | $351.8K | 0.08% | +461 | New |
| Cambient Family Office, LLC | 461 | $351.8K | 0.04% | +461 | New |
| Ameriflex Group, Inc. | 460 | $351.0K | 0.14% | +8+1.8% | Added |
| NWF Advisory Services Inc. | 460 | $351.0K | 0.03% | −112−19.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 460 | $351.0K | 0.02% | +460 | New |
| Marshall Financial Group LLC | 459 | $350.3K | 0.05% | +459 | New |
| Forty-three Eighteen Advisors, LLC | 458 | $349.5K | 0.24% | +458 | New |
| Traveka Wealth, LLC | 456 | $348.3K | 0.12% | +456 | New |
| Heartwood Wealth Advisors LLC | 456 | $348.0K | 0.03% | +456 | New |
| Franklin Street Advisors Inc | 455 | $347.2K | 0.02% | +455 | New |
| Mountain Capital Investment Advisors, Inc | 454 | $346.5K | 0.05% | −48−9.6% | Reduced |
| Bahl & Gaynor Inc | 454 | $346.5K | 0.00% | +454 | New |
| Evolution Wealth Advisors, LLC | 454 | $346.5K | 0.04% | +454 | New |
| Everest Management Corp. | 453 | $345.7K | 0.13% | +453 | New |
| RAM Investment Partners, LLC | 452 | $344.9K | 0.06% | +452 | New |
| Private Management Group Inc | 450 | $343.6K | 0.01% | −1,004−69.1% | Reduced |
| Integral Investment Advisors, Inc. | 450 | $343.4K | 0.08% | +450 | New |
| Mizuho Markets Americas LLC | 449 | $342.6K | 0.01% | −479−51.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 448 | $341.9K | 0.02% | +208+86.7% | Added |
| Planning Alternatives Ltd | 448 | $341.9K | 0.04% | +448 | New |
| Reyes Financial Architecture, Inc. | 447 | $341.1K | 0.19% | −138−23.6% | Reduced |
| Spinnaker Investment Group, LLC | 447 | $341.1K | 0.05% | +447 | New |
| Keystone Wealth Services, LLC | 447 | $341.1K | 0.06% | +447 | New |
| BlackDiamond Wealth Management Inc. | 1,509 | $339.8K | 0.14% | +1,509 | New |
| Cardinal Point Capital Management, ULC | 445 | $339.6K | 0.02% | +445 | New |
| MSH Capital Advisors LLC | 443 | $338.1K | 0.06% | +443 | New |
| Global Assets Advisory, LLC | 437 | $337.4K | 0.07% | +5+1.2% | Added |
| Bouchey Financial Group Ltd | 439 | $335.0K | 0.02% | +439 | New |
| Blue Rock Wealth Management LLC | 437 | $333.5K | 0.19% | −200−31.4% | Reduced |
| Beacon Financial Group | 437 | $333.5K | 0.03% | +437 | New |
| Paulson Wealth Management Inc. | 435 | $332.0K | 0.07% | −85−16.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 432 | $329.7K | 0.03% | +432 | New |
| Strategic Investment Advisors | 432 | $329.5K | 0.02% | +82+23.4% | Added |
| JFS Wealth Advisors, LLC | 431 | $328.9K | 0.02% | 00.0% | Unchanged |
| CMC Financial Group | 431 | $328.9K | 0.64% | +431 | New |
