| Claudia M.P. Batlle, CRP (R) LLC | 431 | $328.9K | 0.10% | +431 | New |
| Fortitude Advisory Group L.L.C. | 430 | $328.1K | 0.13% | +430 | New |
| Collaborative Fund Advisors, LLC | 429 | $327.4K | 0.19% | +429 | New |
| Wealth Advisors of Tampa Bay, LLC | 428 | $326.6K | 0.10% | −3,288−88.5% | Reduced |
| Serenus Wealth Advisors, LLC | 428 | $326.6K | 0.06% | +428 | New |
| Excelsior Advisor Network LLC | 428 | $326.6K | 0.04% | +428 | New |
| Riversedge Advisors, LLC | 427 | $325.9K | 0.04% | +427 | New |
| R.H. Investment Group, LLC | 427 | $325.9K | 0.25% | +427 | New |
| BXM Wealth LLC | 427 | $325.9K | 0.18% | +427 | New |
| Qtron Investments LLC | 1,706 | $325.5K | 0.04% | −280−14.1% | Reduced |
| Acorn Wealth Advisors, LLC | 426 | $325.1K | 0.08% | +426 | New |
| MV Capital Management, Inc. | 425 | $324.3K | 0.03% | +10+2.4% | Added |
| Intrepid Financial Planning Group LLC | 425 | $324.3K | 0.11% | +425 | New |
| Prosperity Financial Group, Inc. | 425 | $324.3K | 0.10% | +425 | New |
| Post Resch Tallon Group Inc. | 422 | $322.0K | 0.22% | +422 | New |
| Cary Street Partner Investment Advisory LLC | 421 | $321.3K | 0.07% | +114+37.1% | Added |
| Souders Financial Advisors | 421 | $321.3K | 0.03% | +421 | New |
| FSB Premier Wealth Management, Inc. | 418 | $319.0K | 0.09% | −287−40.7% | Reduced |
| Markowski Investments | 418 | $319.0K | 0.07% | +418 | New |
| Tempus Wealth Planning, LLC | 416 | $317.5K | 0.06% | +416 | New |
| Eddie Patel Inc | 415 | $316.7K | 0.19% | −134−24.4% | Reduced |
| Eagle Wealth Strategies LLC | 414 | $315.9K | 0.12% | +414 | New |
| Financial Advisory Service, Inc. | 413 | $315.2K | 0.02% | +413 | New |
| Aigen Investment Management, LP | 412 | $314.4K | 0.09% | −5,183−92.6% | Reduced |
| Hohimer Wealth Management, LLC | 412 | $314.4K | 0.03% | +412 | New |
| International Private Wealth Advisors LLC | 410 | $312.9K | 0.16% | −302−42.4% | Reduced |
| Argent Advisors, Inc. | 410 | $312.9K | 0.08% | +410 | New |
| PFW Advisors LLC | 410 | $312.9K | 0.09% | +410 | New |
| Seelaus Asset Management LLC | 409 | $312.1K | 0.22% | +409 | New |
| Sagace Wealth Management LLC | 409 | $312.1K | 0.20% | +409 | New |
| Pasadena Private Wealth, LLC | 408 | $311.4K | 0.04% | +408 | New |
| JGP Wealth Management, LLC | 407 | $310.6K | 0.03% | +407 | New |
| Lebenthal Global Advisors, LLC | 407 | $310.5K | 0.04% | +407 | New |
| Warren Street Wealth Advisors, LLC | 405 | $309.1K | 0.07% | +405 | New |
| Colton Groome Financial Advisors, LLC | 405 | $309.1K | 0.07% | +405 | New |
| Register Financial Advisors LLC | 404 | $308.3K | 0.09% | +404 | New |
| Claret Asset Management Corp | 404 | $308.0K | 0.03% | +404 | New |
| Aurora Private Wealth, Inc. | 404 | $308.0K | 0.20% | +404 | New |
| SageView Advisory Group, LLC | 403 | $307.6K | 0.01% | +403 | New |
| Wealthedge Investment Advisors, LLC | 1,612 | $307.5K | 0.10% | −341−17.5% | Reduced |
| Meridian Wealth Advisors, LLC | 402 | $306.8K | 0.03% | +402 | New |
| Abound Wealth Management | 400 | $305.6K | 0.06% | −32−7.4% | Reduced |
| Paradigm Asset Management Co LLC | 400 | $305.3K | 0.07% | +400 | New |
| Birchcreek Wealth Management, LLC | 400 | $305.3K | 0.12% | +400 | New |
| LBMC Investment Advisors, LLC | 399 | $304.5K | 0.02% | +399 | New |
| Torrey Growth & Income Advisors | 400 | $304.0K | 0.10% | +400 | New |
| CCG Wealth Management, LLC | 398 | $303.7K | 0.07% | +398 | New |
| Paces Ferry Wealth Advisors, LLC | 398 | $303.7K | 0.11% | +398 | New |
| C M Bidwell & Associates Ltd | 397 | $303.0K | 0.12% | −10−2.5% | Reduced |
| Clear Harbor Asset Management, LLC | 397 | $303.0K | 0.02% | +397 | New |
| NWM Advisors, LLC | 396 | $302.2K | 0.24% | +396 | New |
| ERn Financial, LLC | 395 | $301.4K | 0.05% | +395 | New |
| Mendel Money Management | 394 | $300.7K | 0.11% | +394 | New |
| Basecamp Wealth Advisors LLC | 392 | $299.2K | 0.06% | +38+10.7% | Added |
| Integrity Wealth Solutions LLC | 392 | $299.2K | 0.11% | +392 | New |
| Matters Capital LLC | 392 | $299.2K | 0.21% | +392 | New |
| EPG Wealth Management LLC | 391 | $298.1K | 0.07% | +391 | New |
| Financial Advisory Partners, LLC | 390 | $297.6K | 0.08% | +390 | New |
| Roberts Glore & Co Inc | 389 | $296.9K | 0.07% | +389 | New |
| ABLE Financial Group, LLC | 389 | $296.9K | 0.05% | +389 | New |
| Marin Bay Wealth Advisors, LLC | 389 | $296.9K | 0.16% | +389 | New |
| Tactive Advisors, LLC | 389 | $296.9K | 0.07% | +389 | New |
| Plancorp, LLC | 1,577 | $296.3K | 0.01% | +1,577 | New |
| Chesapeake Asset Management LLC | 388 | $296.1K | 0.23% | 00.0% | Unchanged |
| 360 Financial, Inc. | 387 | $295.3K | 0.08% | +387 | New |
| Ariadne Wealth Management, LP | 386 | $294.6K | 0.13% | +386 | New |
| LightSquare Wealth Management, LLC | 386 | $294.6K | 0.20% | +386 | New |
| GWN Securities Inc. | 386 | $294.5K | 0.05% | +386 | New |
| GFS Advisors, LLC | 161 | $293.8K | 0.03% | −121,899−99.9% | Reduced |
| Financial Solutions Advisory Group, Inc. | 1,480 | $293.6K | 0.04% | +1,480 | New |
| Summitry LLC | 383 | $292.3K | 0.01% | +383 | New |
| Guild Investment Management, Inc. | 383 | $292.3K | 0.20% | +383 | New |
| Bryant Woods Investment Advisors, LLC | 383 | $292.3K | 0.08% | +383 | New |
| James J. Burns & Company, LLC | 382 | $291.5K | 0.03% | +382 | New |
| MBA Advisors LLC | 382 | $291.5K | 0.10% | +382 | New |
| Maia Wealth LLC | 382 | $291.4K | 0.04% | +382 | New |
| Centurion Wealth Management LLC | 380 | $290.1K | 0.07% | −877−69.8% | Reduced |
| River Street Advisors LLC | 380 | $290.0K | 0.09% | +380 | New |
| Woodstock Corp | 380 | $290.0K | 0.02% | +380 | New |
| Legacy Advisory Services, LLC | 380 | $290.0K | 0.20% | +380 | New |
| Whelan Financial | 379 | $289.2K | 0.08% | +379 | New |
| Colorado Capital Management, Inc. | 377 | $288.0K | 0.10% | +377 | New |
| SOA Wealth Advisors, LLC. | 376 | $286.9K | 0.05% | −31−7.6% | Reduced |
| FLC Capital Advisors | 375 | $286.2K | 0.05% | +375 | New |
| Thrive Wealth Management, LLC | 374 | $285.4K | 0.04% | +374 | New |
| Walkner Condon Financial Advisors LLC | 373 | $284.7K | 0.03% | +373 | New |
| Guyasuta Investment Advisors Inc | 372 | $283.9K | 0.01% | +372 | New |
| Fountainhead AM, LLC | 372 | $283.9K | 0.21% | +4+1.1% | Added |
| First Manhattan Co | 371 | $283.1K | 0.00% | +371 | New |
| Grove Bank & Trust | 370 | $282.4K | 0.03% | +120+48.0% | Added |
| Expressive Wealth LLC | 370 | $282.4K | 0.27% | +370 | New |
| Greenwich Wealth Management LLC | 370 | $282.0K | 0.01% | +370 | New |
| Evermay Wealth Management LLC | 369 | $281.6K | 0.03% | +318+623.5% | Added |
| Vanderbilt University | 368 | $280.8K | 0.04% | +368 | New |
| Southeast Asset Advisors Inc. | 367 | $280.1K | 0.03% | +367 | New |
| Kellett Schaffner Wealth Advisors LLC | 365 | $278.5K | 0.13% | +365 | New |
| Bridges Investment Management Inc | 364 | $277.8K | 0.00% | +364 | New |
| GSG Advisors LLC | 364 | $277.8K | 0.06% | +364 | New |
| Cornell Pochily Investment Advisors, Inc. | 363 | $277.0K | 0.07% | +363 | New |
| Gradient Capital Advisors, LLC | 362 | $276.3K | 0.06% | +362 | New |