| Greenbush Financial Group, LLC | 651 | $243.3K | 0.07% | +651 | New |
| Tenet Wealth Partners, LLC | 672 | $243.0K | 0.18% | +672 | New |
| Beirne Wealth Consulting Services, LLC | 650 | $242.9K | 0.05% | +650 | New |
| Wagner Wealth Management, Corp | 650 | $242.9K | 0.20% | +650 | New |
| FSA Advisors, Inc. | 649 | $242.7K | 0.11% | +649 | New |
| Scissortail Wealth Management, LLC | 647 | $241.8K | 0.05% | −625−49.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 644 | $240.6K | 0.16% | +644 | New |
| Legacy Capital Wealth Partners, LLC | 643 | $240.3K | 0.05% | −145−18.4% | Reduced |
| Permanent Capital Management, LP | 643 | $240.3K | 0.03% | +643 | New |
| Prasad Wealth Partners, LLC | 643 | $240.1K | 0.06% | −221−25.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 644 | $240.0K | 0.09% | +644 | New |
| DDD Partners, LLC | 642 | $239.9K | 0.02% | +642 | New |
| Coastwise Capital Group, LLC | 641 | $239.7K | 0.14% | +641 | New |
| Requisite Capital Management, LLC | 641 | $239.6K | 0.04% | +641 | New |
| Wealth Advisors of Tampa Bay, LLC | 639 | $238.8K | 0.07% | +639 | New |
| Timber Creek Capital Management LLC | 638 | $238.4K | 0.05% | +638 | New |
| Kure Advisory, LLC | 637 | $238.2K | 0.11% | +637 | New |
| Park Capital Management, LLC | 637 | $238.2K | 0.14% | +637 | New |
| WealthTrust Asset Management, LLC | 637 | $238.1K | 0.13% | +637 | New |
| Intesa Sanpaolo Wealth Management | 637 | $238.1K | 0.05% | +572+880.0% | Added |
| Partners Wealth Management, LLC | 636 | $237.6K | 0.23% | −345−35.2% | Reduced |
| Ascension Capital Advisors, Inc. | 635 | $237.3K | 0.07% | +635 | New |
| Coco Enterprises, LLC | 635 | $237.3K | 0.12% | +635 | New |
| Cannon Financial Strategists, Inc. | 634 | $237.1K | 0.03% | +634 | New |
| Prosperitas Financial LLC | 634 | $236.9K | 0.08% | +634 | New |
| 5T Wealth, LLC | 633 | $236.6K | 0.09% | +633 | New |
| Stone House Investment Management, LLC | 632 | $236.2K | 0.03% | −216−25.5% | Reduced |
| Kelman-Lazarov, Inc. | 632 | $236.2K | 0.03% | +632 | New |
| Berkeley Capital Partners, LLC | 631 | $235.8K | 0.05% | +631 | New |
| Wellington-Altus USA Inc. | 831 | $235.8K | 0.17% | +831 | New |
| WealthCare Investment Partners, LLC | 630 | $235.5K | 0.06% | +630 | New |
| CWS Financial Advisors, LLC | 629 | $235.2K | 0.05% | +629 | New |
| Pension & Wealth Management Advisors, Inc. | 629 | $235.1K | 0.06% | +240+61.7% | Added |
| SevenBridge Financial Group, LLC | 634 | $234.6K | 0.03% | +634 | New |
| SWAN Capital LLC | 627 | $234.3K | 0.08% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 627 | $234.0K | 0.08% | +627 | New |
| Orion Investment Co | 625 | $233.6K | 0.07% | +625 | New |
| Ithaka Group LLC | 624 | $233.2K | 0.04% | +624 | New |
| Legacy Trust | 623 | $232.8K | 0.04% | −405−39.4% | Reduced |
| Diversified Management Inc | 621 | $232.0K | 0.05% | +621 | New |
| Retirement Solution Inc. | 621 | $232.0K | 0.05% | +621 | New |
| Grantvest Financial Group LLC | 620 | $231.7K | 0.13% | +620 | New |
| Alexander Labrunerie & Co., Inc. | 620 | $231.6K | 0.08% | +620 | New |
| McLean Asset Management Corp | 642 | $231.2K | 0.03% | +642 | New |
| First Community Trust NA | 618 | $231.0K | 0.10% | −23−3.6% | Reduced |
| Matisse Capital | 617 | $230.6K | 0.09% | +617 | New |
| McElhenny Sheffield Capital Management, LLC | 617 | $230.6K | 0.06% | +617 | New |
| Landaas & Co | 617 | $230.5K | 0.04% | −726−54.1% | Reduced |
| Old Second National Bank of Aurora | 616 | $230.2K | 0.04% | +60+10.8% | Added |
| Silver Lake Advisory, LLC | 615 | $229.9K | 0.08% | +615 | New |
| TruNorth Capital Management, LLC | 615 | $229.8K | 0.04% | +615 | New |
| Wetzel Investment Advisors, Inc. | 615 | $229.8K | 0.08% | +615 | New |
| Mayport, LLC | 614 | $229.5K | 0.04% | +614 | New |
| Baldwin Investment Management, LLC | 612 | $228.7K | 0.02% | +612 | New |
| United Bank | 612 | $228.7K | 0.07% | +612 | New |
| waypoint wealth counsel | 611 | $228.3K | 0.14% | −1,375−69.2% | Reduced |
| Private Wealth Partners, LLC | 611 | $228.3K | 0.02% | +611 | New |
| Independent Wealth Network Inc. | 611 | $228.2K | 0.06% | +611 | New |
| Gill Capital Partners, LLC | 611 | $228.2K | 0.06% | +26+4.4% | Added |
| Castle Rock Wealth Management, LLC | 608 | $228.0K | 0.04% | +608 | New |
| Gordian Advisors LLC | 610 | $228.0K | 0.13% | −135−18.1% | Reduced |
| FC Advisory LLC | 610 | $228.0K | 0.06% | +610 | New |
| Adamsbrown Wealth Consultants LLC | 610 | $227.8K | 0.04% | +610 | New |
| Sageworth Trust Co of South Dakota | 609 | $227.6K | 0.14% | −597−49.5% | Reduced |
| Echo45 Advisors LLC | 609 | $227.6K | 0.12% | −108−15.1% | Reduced |
| Earnest Partners LLC | 608 | $227.2K | 0.00% | +608 | New |
| Ferguson Shapiro LLC | 608 | $227.2K | 0.07% | +608 | New |
| Painted Porch Advisors LLC | 608 | $227.2K | 0.10% | +608 | New |
| Northstar Asset Management Inc | 607 | $226.9K | 0.07% | +607 | New |
| Maryland Capital Advisors Inc. | 606 | $226.5K | 0.07% | +606 | New |
| Caliber Wealth Management, LLC | 606 | $226.5K | 0.02% | +606 | New |
| Ellenbecker Investment Group | 605 | $226.5K | 0.03% | +605 | New |
| Veridan Wealth LLC | 605 | $226.3K | 0.08% | +605 | New |
| ELCO Management Co., LLC | 605 | $226.1K | 0.10% | +605 | New |
| Detalus Advisors, LLC | 605 | $226.1K | 0.04% | +605 | New |
| Convergence Financial, LLC | 605 | $226.1K | 0.02% | +605 | New |
| Old North State Trust, LLC | 605 | $226.0K | 0.12% | +605 | New |
| Cassia Capital Partners, LLC | 603 | $225.4K | 0.11% | +603 | New |
| TrustBank | 603 | $225.4K | 0.08% | +603 | New |
| jvl associates llc | 601 | $224.6K | 0.06% | +601 | New |
| Spinnaker Investment Group, LLC | 600 | $224.3K | 0.04% | +600 | New |
| Clare Market Investments LLC | 600 | $224.2K | 0.04% | +600 | New |
| Fourth Dimension Wealth, LLC | 598 | $223.5K | 0.07% | +598 | New |
| ARK & TLK Investments, LLC | 598 | $223.3K | 0.06% | +598 | New |
| Bravias Capital Group, LLC | 598 | $223.3K | 0.13% | +598 | New |
| Tobias Financial Advisors, Inc. | 596 | $222.8K | 0.03% | +596 | New |
| ETF Store, Inc. | 595 | $222.5K | 0.19% | +595 | New |
| Congress Park Capital LLC | 595 | $222.4K | 0.06% | +595 | New |
| Eurizon SLJ Capital Ltd | 594 | $222.0K | 0.08% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 594 | $222.0K | 0.05% | +524+748.6% | Added |
| Sequent Planning LLC | 593 | $221.5K | 0.05% | +593 | New |
| Variant Private Wealth, LLC | 592 | $221.2K | 0.25% | +592 | New |
| Shayne & Co., LLC | 591 | $220.9K | 0.07% | +591 | New |
| Tandem Investment Advisors, Inc. | 591 | $220.9K | 0.01% | −170−22.3% | Reduced |
| Financial Sense Advisors, Inc. | 591 | $220.8K | 0.04% | +591 | New |
| Arta Finance Wealth Management LLC | 591 | $220.6K | 0.09% | +591 | New |
| Fortis Capital Management LLC | 586 | $219.1K | 0.02% | +586 | New |
| LFG Wealth Partners, LLC | 585 | $218.5K | 0.10% | −2,209−79.1% | Reduced |
| Foguth Wealth Management, LLC. | 640 | $218.3K | 0.02% | +640 | New |
| Cornerstone Planning Group LLC | 639 | $217.9K | 0.03% | +52+8.9% | Added |