| Canvas Wealth Advisors, LLC | 651 | $280.9K | 0.04% | +651 | New |
| Pacific Sage Partners, LLC | 650 | $280.6K | 0.04% | +650 | New |
| Resources Management Corp | 650 | $280.4K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 650 | $280.4K | 0.05% | +650 | New |
| First Long Island Investors, LLC | 650 | $280.4K | 0.02% | +650 | New |
| New Republic Capital, LLC | 649 | $280.1K | 0.06% | +649 | New |
| Pines Wealth Management, LLC | 649 | $280.0K | 0.08% | +649 | New |
| Magnolia Private Wealth, LLC | 648 | $279.6K | 0.15% | +648 | New |
| Steigerwald, Gordon & Koch Inc. | 646 | $278.7K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $278.7K | 0.02% | +646 | New |
| ProVise Management Group, LLC | 646 | $278.7K | 0.02% | +646 | New |
| Rehmann Capital Advisory Group | 644 | $278.3K | 0.01% | +644 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 645 | $278.3K | 0.07% | +645 | New |
| Turner Financial Group, Inc. | 643 | $277.4K | 0.28% | +643 | New |
| Graves-Light Private Wealth Management, Inc. | 639 | $275.7K | 0.03% | +639 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 638 | $275.3K | 0.22% | +638 | New |
| Gemmer Asset Management LLC | 635 | $274.1K | 0.02% | +635 | New |
| Martin Capital Advisors, LLP | 635 | $274.0K | 0.14% | +635 | New |
| Gimbal Financial | 634 | $273.5K | 0.17% | +634 | New |
| Tannin Capital LLC | 634 | $273.5K | 0.18% | +634 | New |
| Lantz Financial LLC | 634 | $273.4K | 0.05% | +634 | New |
| 49 Wealth Management, LLC | 632 | $272.9K | 0.05% | −676−51.7% | Reduced |
| Alongside, LLC | 632 | $272.9K | 0.05% | +632 | New |
| Old Port Advisors | 631 | $272.3K | 0.05% | +631 | New |
| Adapt Wealth Advisors, LLC | 630 | $271.8K | 0.09% | +630 | New |
| Nicholas Hoffman & Company, LLC. | 630 | $271.7K | 0.01% | +630 | New |
| Johnson & White Wealth Management, LLC | 626 | $270.1K | 0.10% | +626 | New |
| 1st Source Bank | 625 | $269.7K | 0.01% | +625 | New |
| Atlas Legacy Advisors, LLC | 773 | $269.4K | 0.04% | +773 | New |
| Signet Investment Advisory Group, Inc. | 620 | $267.5K | 0.12% | +620 | New |
| Gillespie Robinson & Grimm Inc | 620 | $267.5K | 0.02% | +620 | New |
| Abundance Wealth Counselors | 620 | $267.5K | 0.02% | +620 | New |
| TCTC Holdings, LLC | 619 | $267.1K | 0.01% | +619 | New |
| Hollencrest Capital Management | 617 | $266.3K | 0.02% | +130+26.7% | Added |
| Summit Wealth Group LLC | 615 | $265.3K | 0.02% | +615 | New |
| First Heartland Consultants, Inc. | 615 | $265.3K | 0.02% | +615 | New |
| Vericrest Private Wealth | 615 | $265.3K | 0.24% | +615 | New |
| Diversified Enterprises, LLC | 614 | $264.9K | 0.01% | +614 | New |
| Werba Rubin Papier Wealth Management | 613 | $264.5K | 0.03% | +613 | New |
| Consilio Wealth Advisors, LLC | 613 | $264.5K | 0.06% | +613 | New |
| Concentrum Wealth Management | 611 | $263.6K | 0.06% | +611 | New |
| Hanlon Investment Management, Inc. | 606 | $261.5K | 0.14% | +606 | New |
| Robertson Stephens Wealth Management, LLC | 603 | $260.2K | 0.01% | +603 | New |
| Investment Advisory Group, LLC | 603 | $260.2K | 0.06% | +603 | New |
| Focused Alpha, LLC | 602 | $259.7K | 0.07% | +602 | New |
| Webster Bank, N. A. | 601 | $259.3K | 0.02% | 00.0% | Unchanged |
| Bank Ozk | 600 | $258.9K | 0.08% | +600 | New |
| RBA Wealth Management, LLC | 600 | $258.9K | 0.09% | +600 | New |
| Johnson Financial Group, Inc. | 599 | $258.4K | 0.01% | +175+41.3% | Added |
| Howe & Rusling Inc | 599 | $258.3K | 0.01% | +599 | New |
| Verus Capital Partners, LLC | 598 | $258.2K | 0.01% | +598 | New |
| Guidance Capital, Inc | 659 | $257.9K | 0.06% | +659 | New |
| Aventura Private Wealth, LLC | 597 | $257.7K | 0.08% | +439+277.8% | Added |
| Sun Financial Inc | 562 | $257.3K | 0.12% | +562 | New |
| Galvin, Gaustad & Stein, LLC | 594 | $256.5K | 0.02% | +594 | New |
| Brown Wealth Management, LLC | 587 | $253.3K | 0.06% | +587 | New |
| Legacy Wealth Advisors, LLC | 585 | $252.4K | 0.11% | +585 | New |
| Castellan Group, LLC | 585 | $252.4K | 0.03% | +585 | New |
| Nations Financial Group Inc, | 584 | $252.0K | 0.01% | +584 | New |
| Knightsbridge Asset Management, LLC | 584 | $251.8K | 0.03% | +584 | New |
| Atlantic Trust, LLC | 583 | $251.3K | 0.03% | +9+1.6% | Added |
| Elevation Advisory Partners LLC | 658 | $251.3K | 0.26% | +658 | New |
| Drucker Wealth 3.0, LLC | 582 | $251.1K | 0.04% | +582 | New |
| Signature Estate & Investment Advisors LLC | 588 | $249.4K | 0.00% | +588 | New |
| Leisure Capital Management | 577 | $249.0K | 0.08% | +577 | New |
| Falcon Wealth Planning | 575 | $248.1K | 0.02% | +575 | New |
| Baron Wealth Management LLC | 574 | $247.8K | 0.06% | +574 | New |
| Independent Wealth Network Inc. | 574 | $247.7K | 0.06% | +574 | New |
| Laurel Oak Wealth Management, LLC | 573 | $247.2K | 0.04% | +573 | New |
| Main Street Financial Solutions, LLC | 572 | $246.8K | 0.02% | +572 | New |
| Capital Performance Advisors LLP | 570 | $245.9K | 0.02% | −1,528−72.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 568 | $245.1K | 0.01% | +568 | New |
| Worth Financial Advisory Group, LLC | 568 | $245.1K | 0.10% | +568 | New |
| Mirabella Financial Services LLP | 566 | $244.2K | 0.02% | +566 | New |
| GSG Advisors LLC | 564 | $243.5K | 0.05% | +564 | New |
| Keyvantage Wealth, LLC | 562 | $242.5K | 0.09% | +562 | New |
| BridgePort Financial Solutions, LLC | 562 | $242.4K | 0.06% | +562 | New |
| Wellington-Altus USA Inc. | 1,475 | $242.1K | 0.17% | +409+38.4% | Added |
| Warwick Investment Management, Inc. | 561 | $242.0K | 0.03% | +561 | New |
| Financial Network Wealth Management LLC | 561 | $242.0K | 0.07% | +561 | New |
| Sterling Wealth Management, Inc. | 560 | $241.6K | 0.06% | +560 | New |
| City National Bank of Florida | 560 | $241.6K | 0.10% | +560 | New |
| Wellspring Financial Advisors, LLC | 561 | $240.7K | 0.02% | +561 | New |
| Commonwealth Financial Services, LLC | 1,132 | $240.3K | 0.03% | +1,132 | New |
| Quadrant Private Wealth Management, LLC | 554 | $239.0K | 0.05% | −1,276−69.7% | Reduced |
| Leeward Financial Partners, LLC | 553 | $238.6K | 0.06% | +553 | New |
| Meadow Creek Wealth Advisors LLC | 553 | $238.6K | 0.15% | +553 | New |
| Hurlow Wealth Management Group, Inc. | 552 | $238.2K | 0.05% | +552 | New |
| Ceera Investments, LLC | 551 | $237.7K | 0.10% | +551 | New |
| WealthTrust Axiom LLC | 548 | $236.4K | 0.05% | +548 | New |
| Bluedoor Private Wealth, LLC | 544 | $234.7K | 0.10% | +544 | New |
| Summit Financial Wealth Advisors, LLC | 543 | $234.3K | 0.03% | +543 | New |
| Verition Fund Management LLC | 541 | $233.4K | 0.00% | −6,702−92.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 541 | $233.4K | 0.05% | +541 | New |
| Traveka Wealth, LLC | 539 | $232.6K | 0.08% | +539 | New |
| TrustBank | 539 | $232.6K | 0.08% | +539 | New |
| MEMBERS Trust Co | 539 | $232.6K | 0.01% | +539 | New |
| Security Financial Services, INC. | 537 | $231.7K | 0.03% | +537 | New |
| Fearless Solutions, LLC dba Best Invest | 537 | $231.7K | 0.12% | +537 | New |
| Nolet Wealth Management, LLC | 535 | $231.0K | 0.13% | +535 | New |
