| Stonebridge Financial Group, LLC | 298 | $227.4K | 0.02% | +298 | New |
| Arvest Bank Trust Division | 298 | $227.4K | 0.01% | +298 | New |
| MTM Investment Management, LLC | 297 | $226.7K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 296 | $225.9K | 0.03% | +296 | New |
| Xxi Wealth, LLC | 296 | $225.9K | 0.10% | +296 | New |
| Scarborough Advisors, LLC | 330 | $225.5K | 0.03% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 295 | $225.3K | 0.10% | +295 | New |
| Hobart Private Capital, LLC | 295 | $225.1K | 0.04% | +295 | New |
| NewSquare Capital LLC | 295 | $225.1K | 0.02% | +295 | New |
| Crescent Grove Advisors, LLC | 295 | $225.1K | 0.02% | +295 | New |
| Hummer Financial Advisory Services Inc | 295 | $225.1K | 0.15% | +295 | New |
| Yarger Wealth Strategies, LLC | 1,202 | $225.0K | 0.08% | +1,202 | New |
| WNY Asset Management, LLC | 294 | $224.4K | 0.02% | +294 | New |
| Busey Wealth Management | 293 | $223.6K | 0.01% | +293 | New |
| Vivid Wealth Management, LLC | 293 | $223.6K | 0.08% | +293 | New |
| London & Capital Asset Management Ltd | 292 | $222.7K | 0.00% | +292 | New |
| Bulltick Wealth Management, LLC | 291 | $222.1K | 0.05% | +291 | New |
| Callahan Advisors, LLC | 290 | $221.3K | 0.02% | +290 | New |
| Aviance Capital Partners, LLC | 290 | $221.3K | 0.02% | +290 | New |
| Fiduciary Group LLC | 290 | $221.3K | 0.02% | +290 | New |
| Strategic Investment Solutions, Inc. | 289 | $220.5K | 0.05% | −500−63.4% | Reduced |
| Financial Management Network Inc | 1,084 | $220.1K | 0.03% | +1,084 | New |
| Sharpepoint LLC | 288 | $219.8K | 0.11% | +288 | New |
| Certior Financial Group, LLC | 288 | $219.8K | 0.12% | +288 | New |
| North Star Investment Management Corp. | 286 | $218.3K | 0.01% | −9−3.1% | Reduced |
| Osterweis Capital Management Inc | 286 | $218.3K | 0.01% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 285 | $217.5K | 0.04% | +285 | New |
| Fedenia Advisers LLC | 285 | $217.5K | 0.05% | +285 | New |
| Symmetry Partners, LLC | 285 | $217.5K | 0.01% | +285 | New |
| Opus Capital Group, LLC | 283 | $216.0K | 0.02% | +283 | New |
| Walled Lake Planning & Wealth Management, LLC | 282 | $215.2K | 0.05% | +282 | New |
| Aureus Asset Management, LLC | 279 | $212.9K | 0.01% | +279 | New |
| JSF Financial, LLC | 279 | $212.9K | 0.03% | +279 | New |
| Capasso Planning Partners LLC | 279 | $212.9K | 0.11% | +279 | New |
| Strait & Sound Wealth Management LLC | 279 | $212.9K | 0.07% | +279 | New |
| Birch Hill Investment Advisors LLC | 279 | $212.8K | 0.01% | +279 | New |
| Sutton Place Investors LLC | 278 | $212.2K | 0.10% | +278 | New |
| Continuum Wealth Advisors, LLC | 278 | $212.2K | 0.07% | +278 | New |
| Luts & Greenleigh Group, Inc | 278 | $212.1K | 0.16% | +278 | New |
| Worth Asset Management, LLC | 277 | $211.4K | 0.07% | +277 | New |
| Sivia Capital Partners, LLC | 277 | $211.4K | 0.03% | +277 | New |
| Chaney Capital Management, Inc. | 277 | $211.4K | 0.07% | +277 | New |
| Sharp Financial Services, LLC | 276 | $210.6K | 0.10% | −292−51.4% | Reduced |
| Mission Financial Group, LLC | 276 | $210.5K | 0.17% | +276 | New |
| Greatmark Investment Partners, Inc. | 275 | $209.9K | 0.02% | +275 | New |
| BNC Wealth Management, LLC | 273 | $208.3K | 0.05% | +273 | New |
| Oak Harbor Wealth Partners, LLC | 273 | $208.3K | 0.08% | +273 | New |
| Pursuit Wealth Strategies, LLC | 273 | $208.3K | 0.27% | +273 | New |
| Financial Engines Advisors L.L.C. | 1,091 | $208.1K | 0.00% | +21+2.0% | Added |
| OneAscent Family Office, LLC | 272 | $207.6K | 0.10% | +272 | New |
| River Wealth Advisors LLC | 272 | $207.4K | 0.02% | +272 | New |
| Townsend Asset Management Corp | 271 | $206.8K | 0.07% | +271 | New |
| Wick Capital Partners, LLC | 270 | $206.0K | 0.03% | +270 | New |
| Whitaker-Myers Wealth Managers, LTD. | 270 | $206.0K | 0.03% | +270 | New |
| Affinity Capital Advisors, LLC | 1,032 | $205.8K | 0.03% | +1,032 | New |
| Leeward Financial Partners, LLC | 269 | $205.3K | 0.05% | +269 | New |
| Tower Wealth Partners, Inc. | 268 | $204.5K | 0.10% | +268 | New |
| BostonPremier Wealth LLC | 268 | $204.5K | 0.09% | +268 | New |
| Sierra Ocean, LLC | 267 | $203.8K | 0.14% | +267 | New |
| Northwest Wealth Management, LLC | 266 | $203.0K | 0.03% | +266 | New |
| Chilton Investment Co LLC | 265 | $202.2K | 0.00% | +265 | New |
| Aspen Grove Capital, LLC | 265 | $202.2K | 0.03% | +265 | New |
| Straight Path Wealth Management | 265 | $202.2K | 0.05% | +265 | New |
| Aspire Growth Partners LLC | 265 | $202.2K | 0.12% | +265 | New |
| Peak Retirement Planning, Inc. | 265 | $202.1K | 0.03% | +265 | New |
| M.E. Allison & Co., Inc. | 264 | $201.5K | 0.12% | +264 | New |
| Rebalance, LLC | 263 | $200.7K | 0.01% | +263 | New |
| Intrua Financial, LLC | 1,049 | $200.1K | 0.02% | −40−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 263 | $200.0K | 0.02% | +263 | New |
| Westfuller Advisors, LLC | 260 | $198.8K | 0.07% | +18+7.4% | Added |
| McDonald Partners LLC | 254 | $193.8K | 0.05% | +254 | New |
| Guardian Partners Inc. | 250 | $190.8K | 0.02% | −3,451−93.2% | Reduced |
| Westport Asset Management Inc | 1,000 | $190.8K | 0.08% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 250 | $190.8K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 247 | $188.5K | 0.02% | +8+3.3% | Added |
| Atlantic Trust, LLC | 239 | $182.4K | 0.02% | +1+0.4% | Added |
| Archer Investment Corp | 236 | $180.1K | 0.03% | +44+22.9% | Added |
| Alpine Bank Wealth Management | 231 | $176.3K | 0.02% | +231 | New |
| Owl Creek Wealth Partners LLC | 230 | $175.5K | 0.05% | +19+9.0% | Added |
| TSFG, LLC | 226 | $172.0K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 222 | $169.4K | 0.01% | −30−11.9% | Reduced |
| Gen-Wealth Partners Inc | 222 | $169.2K | 0.05% | −18−7.5% | Reduced |
| Golden State Equity Partners | 214 | $163.3K | 0.44% | −3,716−94.6% | Reduced |
| LRI Investments, LLC | 214 | $163.0K | 0.01% | −100−31.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 212 | $161.4K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 211 | $161.0K | 0.07% | +19+9.9% | Added |
| OV Management LLC | 209 | $159.5K | 0.30% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 205 | $156.4K | 0.01% | +5+2.5% | Added |
| Central Pacific Bank - Trust Division | 202 | $154.2K | 0.02% | +2+1.0% | Added |
| Smithfield Trust Co | 202 | $154.0K | 0.01% | +15+8.0% | Added |
| Birchwood Financial Partners, Inc. | 201 | $153.4K | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 200 | $152.6K | 0.02% | −400−66.7% | Reduced |
| MRP Capital Investments, LLC | 200 | $152.6K | 0.11% | −100−33.3% | Reduced |
| HighMark Wealth Management LLC | 200 | $152.6K | 0.05% | −3−1.5% | Reduced |
| S-Bank Fund Management Ltd | 797 | $152.1K | 0.02% | +797 | New |
| Quest 10 Wealth Builders, Inc. | 198 | $151.1K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 196 | $149.6K | 0.01% | +49+33.3% | Added |
| Barrett & Company, Inc. | 190 | $145.0K | 0.04% | +90+90.0% | Added |
| Park Place Capital Corp | 185 | $141.2K | 0.02% | +1+0.5% | Added |
| Silver Grove Financial Group, Inc. | 182 | $138.9K | 0.08% | +182 | New |
