| Monterey Private Wealth, Inc. | 775 | $256.8K | 0.14% | +77+11.0% | Added |
| Institutional & Family Asset Management, LLC | 772 | $255.6K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 769 | $254.8K | 0.02% | −1−0.1% | Reduced |
| KG&L Capital Management,LLC | 764 | $253.1K | 0.15% | +35+4.8% | Added |
| Wealthcare Capital Management LLC | 759 | $251.5K | 0.03% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 759 | $251.4K | 0.01% | −190−20.0% | Reduced |
| Aspiriant, LLC | 758 | $251.1K | 0.01% | −296−28.1% | Reduced |
| Adviser Investments LLC | 737 | $250.3K | 0.01% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 755 | $250.2K | 0.06% | +25+3.4% | Added |
| Southland Equity Partners LLC | 754 | $249.8K | 0.10% | +754 | New |
| Palisade Asset Management, LLC | 750 | $248.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 749 | $248.2K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 749 | $248.2K | 0.00% | +749 | New |
| Ellerson Group Inc | 740 | $246.0K | 0.26% | +740 | New |
| Mather Group, LLC. | 741 | $245.5K | 0.00% | +741 | New |
| Focused Wealth Management, Inc | 740 | $245.1K | 0.05% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 739 | $244.9K | 0.01% | −37−4.8% | Reduced |
| Bryn Mawr Trust Co | 735 | $244.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $244.0K | 0.13% | +160+27.8% | Added |
| WESPAC Advisors, LLC | 736 | $244.0K | 0.42% | +736 | New |
| Eudaimonia Partners, LLC | 735 | $243.5K | 0.06% | +7+1.0% | Added |
| Financial Management Network Inc | 730 | $242.8K | 0.11% | +37+5.3% | Added |
| Hall Capital Management Co Inc | 732 | $242.5K | 0.15% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 732 | $242.4K | 0.10% | +2+0.3% | Added |
| Diversified Trust Co | 730 | $242.0K | 0.01% | +730 | New |
| LFA - Lugano Financial Advisors SA | 730 | $241.9K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 729 | $241.7K | 0.03% | +1+0.1% | Added |
| First United Bank Trust | 726 | $240.5K | 0.12% | −40−5.2% | Reduced |
| Octavia Wealth Advisors, LLC | 722 | $239.8K | 0.06% | −55−7.1% | Reduced |
| Farmers National Bank | 721 | $238.9K | 0.09% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 721 | $238.9K | 0.14% | +721 | New |
| Marshall Financial Group LLC | 720 | $238.6K | 0.09% | −16−2.2% | Reduced |
| Deutsche Bank AG | 717 | $237.6K | 0.00% | −200−21.8% | Reduced |
| Forum Financial Management, LP | 716 | $237.1K | 0.01% | +716 | New |
| Garde Capital, Inc. | 715 | $237.0K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $236.9K | 0.10% | 00.0% | Unchanged |
| BlackRock Inc. | 713 | $236.2K | 0.00% | +11+1.6% | Added |
| MinichMacGregor Wealth Management, LLC | 712 | $235.9K | 0.09% | +712 | New |
| Sage Financial Group Inc | 710 | $235.2K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 708 | $234.0K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 701 | $232.3K | 0.07% | +701 | New |
| Financial Advisors, LLC | 700 | $231.9K | 0.06% | 00.0% | Unchanged |
| Evensky & Katz LLC | 694 | $230.0K | 0.02% | +1+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 694 | $229.9K | 0.01% | +694 | New |
| CFM Wealth Partners LLC | 687 | $227.6K | 0.07% | +687 | New |
| Wealthsource Partners, LLC | 685 | $227.0K | 0.02% | −1,346−66.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 680 | $225.4K | 0.11% | +680 | New |
| Valmark Advisers, Inc. | 678 | $224.7K | 0.01% | −296−30.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 674 | $223.0K | 0.01% | +674 | New |
| Boston Research & Management Inc | 670 | $221.0K | 0.07% | +670 | New |
| Ellis Investment Partners, LLC | 658 | $217.9K | 0.06% | +1+0.2% | Added |
| Secure Asset Management, LLC | 654 | $216.7K | 0.08% | +654 | New |
| Strategic Wealth Partners, Ltd. | 652 | $216.0K | 0.04% | −581−47.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 650 | $215.4K | 0.00% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $215.4K | 0.01% | +650 | New |
| Cadinha & Co LLC | 650 | $215.4K | 0.05% | +650 | New |
| Group One Trading, L.P. | 645 | $213.7K | 0.01% | +645 | New |
| Levy Wealth Management Group, LLC | 639 | $211.7K | 0.07% | +639 | New |
| Norris Perne & French LLP | 637 | $211.1K | 0.02% | +637 | New |
| Beaird Harris Wealth Management, LLC | 633 | $209.6K | 0.04% | +619+4,421.4% | Added |
| LVZ Advisors, Inc. | 632 | $209.5K | 0.03% | +632 | New |
| Modera Wealth Management, LLC | 632 | $209.2K | 0.01% | +632 | New |
| First Foundation Advisors | 629 | $208.4K | 0.01% | −100−13.7% | Reduced |
| Waldron Private Wealth LLC | 727 | $208.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 625 | $207.2K | 0.13% | +625 | New |
| Rockbridge Investment Management, LCC | 622 | $206.1K | 0.04% | +622 | New |
| Executive Wealth Group LLC | 620 | $205.5K | 0.16% | +620 | New |
| Brandywine Oak Private Wealth LLC | 619 | $205.2K | 0.03% | +619 | New |
| First Personal Financial Services | 615 | $203.7K | 0.06% | +555+925.0% | Added |
| BOK Financial Private Wealth, Inc. | 609 | $202.2K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 608 | $201.4K | 0.07% | +608 | New |
| Insigneo Advisory Services, LLC | 605 | $201.0K | 0.08% | +605 | New |
| North Star Investment Management Corp. | 605 | $200.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 600 | $199.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 600 | $199.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 590 | $195.5K | 0.05% | +590 | New |
| Grey Fox Wealth Advisors, LLC | 586 | $194.2K | 0.13% | +586 | New |
| Citizens National Bank Trust Department | 565 | $187.0K | 0.05% | −1−0.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 548 | $181.6K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 544 | $180.2K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 533 | $176.6K | 0.07% | +533 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 515 | $171.0K | 0.00% | +5+1.0% | Added |
| McClarren Financial Advisors, Inc. | 501 | $165.0K | 0.16% | +501 | New |
| Zions Bancorporation, N.A. | 494 | $163.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 494 | $163.0K | 0.00% | +194+64.7% | Added |
| Insight Financial Services | 491 | $162.7K | 0.28% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 464 | $153.7K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 440 | $146.0K | 0.10% | −127−22.4% | Reduced |
| Clearstead Advisors, LLC | 423 | $140.2K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 417 | $138.2K | 0.06% | +417 | New |
| Parallel Advisors, LLC | 394 | $130.7K | 0.01% | −62−13.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 382 | $126.7K | 0.06% | +2+0.5% | Added |
| 1832 Asset Management L.P. | 375 | $124.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 374 | $124.0K | 0.05% | +2+0.5% | Added |
| CoreFirst Bank & Trust | 370 | $122.6K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 362 | $119.9K | 0.02% | +2+0.6% | Added |
| Trust Co | 337 | $112.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 323 | $107.0K | 0.04% | +323 | New |
| Coppell Advisory Solutions Corp. | 323 | $107.0K | 0.04% | +323 | New |
| Stephens Consulting, LLC | 323 | $106.9K | 0.07% | +1+0.3% | Added |