| Mark Sheptoff Financial Planning, LLC | 613 | $327.9K | 0.17% | +613 | New |
| Lido Advisors, LLC | 608 | $325.3K | 0.00% | +608 | New |
| Advisor OS, LLC | 607 | $324.7K | 0.03% | +38+6.7% | Added |
| Dakota Wealth Management | 607 | $324.7K | 0.01% | +9+1.5% | Added |
| Klingman & Associates, LLC | 605 | $323.6K | 0.02% | +605 | New |
| AdvisorNet Financial, Inc | 605 | $323.6K | 0.02% | −15−2.4% | Reduced |
| DF Dent & Co Inc | 605 | $323.6K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 600 | $320.9K | 0.09% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 600 | $320.9K | 0.09% | 00.0% | Unchanged |
| Shay Capital LLC | 600 | $320.9K | 0.07% | +600 | New |
| Petros Family Wealth, LLC | 590 | $315.6K | 0.29% | −84−12.5% | Reduced |
| V-Square Quantitative Management LLC | 578 | $309.2K | 0.04% | −105−15.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 577 | $308.6K | 0.18% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 573 | $306.5K | 0.03% | −40−6.5% | Reduced |
| Optimize Financial Inc | 573 | $306.5K | 0.19% | −4−0.7% | Reduced |
| Raleigh Capital Management Inc. | 571 | $305.6K | 0.13% | +73+14.7% | Added |
| Glass Jacobson Investment Advisors llc | 567 | $303.5K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 561 | $300.1K | 0.01% | +561 | New |
| FLC Capital Advisors | 560 | $299.5K | 0.06% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 556 | $297.4K | 0.03% | +556 | New |
| HBK Sorce Advisory LLC | 551 | $294.7K | 0.01% | −3−0.5% | Reduced |
| Fiduciary Trust Co | 545 | $291.5K | 0.00% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 545 | $291.0K | 0.09% | −1,416−72.2% | Reduced |
| Cornerstone Wealth Management, LLC | 543 | $290.4K | 0.02% | +543 | New |
| Financial Engines Advisors L.L.C. | 543 | $290.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 542 | $289.9K | 0.00% | +542 | New |
| Signaturefd, LLC | 541 | $289.4K | 0.00% | +9+1.7% | Added |
| Journey Strategic Wealth LLC | 539 | $288.3K | 0.01% | +539 | New |
| Prime Capital Investment Advisors, LLC | 537 | $287.2K | 0.00% | +537 | New |
| Venture Visionary Partners LLC | 531 | $284.4K | 0.01% | +531 | New |
| Savant Capital, LLC | 529 | $283.2K | 0.00% | −14−2.6% | Reduced |
| Naviter Wealth, LLC | 520 | $278.1K | 0.03% | +520 | New |
| Poinciana Advisors Group, LLC | 519 | $277.6K | 0.25% | +519 | New |
| Covestor Ltd | 517 | $277.0K | 0.16% | +1+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 504 | $275.8K | 0.01% | +504 | New |
| Warren Street Wealth Advisors, LLC | 514 | $274.9K | 0.09% | +514 | New |
| Moss Adams Wealth Advisors LLC | 510 | $272.8K | 0.02% | +510 | New |
| ISAM Funds (UK) Ltd | 507 | $271.2K | 0.06% | +507 | New |
| waypoint wealth counsel | 505 | $270.1K | 0.13% | +505 | New |
| Whittier Trust Co of Nevada Inc | 505 | $270.1K | 0.01% | +7+1.4% | Added |
| First Western Trust Bank | 503 | $269.1K | 0.01% | +503 | New |
| Denali Advisors LLC | 500 | $267.4K | 0.03% | +500 | New |
| Inscription Capital, LLC | 498 | $266.2K | 0.04% | +498 | New |
| MAI Capital Management | 490 | $262.2K | 0.00% | +154+45.8% | Added |
| Koshinski Asset Management, Inc. | 486 | $260.0K | 0.02% | +486 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 485 | $259.4K | 0.25% | +485 | New |
| Citizens Financial Group Inc | 484 | $258.9K | 0.00% | +484 | New |
| PAX Financial Group, LLC | 472 | $252.5K | 0.05% | −314−39.9% | Reduced |
| Sym Financial Corp | 472 | $252.5K | 0.03% | +472 | New |
| EP Wealth Advisors, LLC | 469 | $251.1K | 0.00% | +469 | New |
| Wetherby Asset Management Inc | 467 | $249.8K | 0.01% | +467 | New |
| Gen-Wealth Partners Inc | 464 | $248.2K | 0.10% | −214−31.6% | Reduced |
| Retirement Guys Formula LLC | 463 | $247.4K | 0.09% | +463 | New |
| Leavell Investment Management, Inc. | 462 | $247.1K | 0.01% | +462 | New |
| Investment Advisory Services Inc | 459 | $245.3K | 0.08% | +459 | New |
| Northwestern Mutual Wealth Management Co | 457 | $244.4K | 0.00% | +117+34.4% | Added |
| Arete Wealth Advisors, LLC | 453 | $243.0K | 0.02% | +453 | New |
| Willner & Heller, LLC | 454 | $242.6K | 0.20% | +454 | New |
| Old National Bancorp | 449 | $240.2K | 0.00% | +449 | New |
| Amitell Capital Pte Ltd | 447 | $239.1K | 0.13% | +447 | New |
| Kaufman Rossin Wealth, LLC | 443 | $237.0K | 0.15% | +443 | New |
| Ariadne Wealth Management, LP | 383 | $236.2K | 0.11% | +383 | New |
| Hutchens & Kramer Investment Management Group, LLC | 443 | $235.2K | 0.11% | +443 | New |
| Claret Asset Management Corp | 439 | $235.0K | 0.03% | +439 | New |
| Advisors Capital Management, LLC | 439 | $234.9K | 0.00% | +439 | New |
| Guardian Wealth Advisors, LLC | 439 | $234.8K | 0.02% | +439 | New |
| Evoke Wealth, LLC | 438 | $234.3K | 0.01% | +438 | New |
| Cigna Investments Inc | 438 | $234.0K | 0.04% | +438 | New |
| Personal Cfo Solutions, LLC | 437 | $233.9K | 0.04% | −108−19.8% | Reduced |
| Voleon Capital Management LP | 431 | $230.5K | 0.01% | −654−60.3% | Reduced |
| Affinity Investment Advisors, LLC | 429 | $229.5K | 0.17% | +429 | New |
| Wealthspire Advisors, LLC | 428 | $228.9K | 0.00% | +428 | New |
| Independent Advisor Alliance | 427 | $228.4K | 0.01% | −5,715−93.0% | Reduced |
| Kennedy Capital Management, Inc. | 422 | $225.7K | 0.01% | +422 | New |
| Five Oceans Advisors | 418 | $223.6K | 0.10% | +418 | New |
| Natixis | 417 | $223.0K | 0.00% | +92+28.3% | Added |
| Petrus Trust Company, LTA | 416 | $222.5K | 0.02% | +416 | New |
| Waterloo Capital, L.P. | 414 | $221.4K | 0.02% | +414 | New |
| Atria Wealth Solutions, Inc. | 412 | $221.1K | 0.01% | −275−40.0% | Reduced |
| Thor Investment Management Inc | 410 | $219.3K | 0.15% | +410 | New |
| Robertson Stephens Wealth Management, LLC | 407 | $217.7K | 0.01% | −193−32.2% | Reduced |
| Seven Mile Advisory | 404 | $216.1K | 0.13% | +404 | New |
| SageView Advisory Group, LLC | 341 | $215.4K | 0.01% | +341 | New |
| Pring Turner Capital Group Inc | 401 | $214.5K | 0.14% | +401 | New |
| Adirondack Trust Co | 400 | $214.0K | 0.08% | −20−4.8% | Reduced |
| Armis Advisers, LLC | 397 | $212.4K | 0.02% | +397 | New |
| Freedom Financial Partners LLC | 396 | $211.9K | 0.09% | +396 | New |
| Austin Private Wealth, LLC | 394 | $210.7K | 0.02% | +394 | New |
| Cullen/Frost Bankers, Inc. | 392 | $209.8K | 0.00% | +156+66.1% | Added |
| Massachusetts Financial Services Co | 392 | $209.7K | 0.00% | +392 | New |
| Lombard Odier Asset Management (USA) Corp | 392 | $209.7K | 0.05% | +392 | New |
| Boston Private Wealth LLC | 389 | $208.1K | 0.01% | −29−6.9% | Reduced |
| Strategic Blueprint, LLC | 386 | $206.6K | 0.01% | −768−66.6% | Reduced |
| Flagship Harbor Advisors, LLC | 386 | $206.6K | 0.01% | +386 | New |
| CIBC World Markets Inc. | 384 | $205.4K | 0.00% | +384 | New |
| Colonial River Wealth Management, LLC | 373 | $204.3K | 0.09% | +373 | New |
| Capital Performance Advisors LLP | 381 | $203.8K | 0.04% | +381 | New |
| Principal Street Partners, LLC | 378 | $202.2K | 0.02% | +378 | New |
| GeoWealth Management, LLC | 352 | $188.3K | 0.01% | −1,594−81.9% | Reduced |
| Independence Bank of Kentucky | 349 | $186.7K | 0.03% | +40+12.9% | Added |
