| Menlo Advisors LLC | 636 | $224.0K | 0.10% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 635 | $224.0K | 0.36% | −24−3.6% | Reduced |
| von Borstel & Associates, Inc. | 637 | $224.0K | 0.05% | −6−0.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 634 | $223.5K | 0.04% | +634 | New |
| N10 Wealth, LLC | 632 | $222.9K | 0.08% | +632 | New |
| Fonville Wealth Management LLC | 631 | $222.5K | 0.04% | −13−2.0% | Reduced |
| NewCorp Financial Services, Inc. | 629 | $221.9K | 0.17% | +1+0.2% | Added |
| Scratch Capital LLC | 626 | $220.9K | 0.11% | −42−6.3% | Reduced |
| Foguth Wealth Management, LLC. | 663 | $220.8K | 0.03% | +663 | New |
| Absolute Capital Management, LLC | 625 | $220.7K | 0.06% | +625 | New |
| Highlander Partners, L.P. | 625 | $220.4K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 625 | $220.4K | 0.02% | +625 | New |
| Joule Financial, LLC | 624 | $220.1K | 0.06% | −28−4.3% | Reduced |
| DORVAL Corp | 623 | $219.8K | 0.06% | −101−14.0% | Reduced |
| Northland Securities, Inc. | 623 | $219.7K | 0.13% | +623 | New |
| Serenus Wealth Advisors, LLC | 622 | $219.4K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 622 | $219.4K | 0.21% | +622 | New |
| Selective Wealth Management, Inc. | 646 | $219.0K | 0.06% | +646 | New |
| Evergreen Advisors, LLC | 621 | $218.9K | 0.05% | +1+0.2% | Added |
| Agate Pass Investment Management, LLC | 620 | $218.7K | 0.08% | 00.0% | Unchanged |
| Atlas Wealth LLC | 618 | $218.0K | 0.03% | −12−1.9% | Reduced |
| TD Capital Management LLC | 618 | $217.9K | 0.02% | −4−0.6% | Reduced |
| TrueWealth Advisors, LLC | 617 | $217.5K | 0.05% | −2−0.3% | Reduced |
| Paladin Advisory Group, LLC | 616 | $217.3K | 0.14% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 615 | $216.9K | 0.06% | +300+95.2% | Added |
| Pasadena Private Wealth, LLC | 615 | $216.9K | 0.03% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 615 | $216.8K | 0.10% | +1+0.2% | Added |
| Ball & Co Wealth Management Inc. | 614 | $216.0K | 0.15% | +369+150.6% | Added |
| Fiducient Advisors LLC | 612 | $215.8K | 0.03% | +612 | New |
| Proathlete Wealth Management LLC | 611 | $215.8K | 0.05% | −49−7.4% | Reduced |
| Torrey Growth & Income Advisors | 610 | $215.2K | 0.07% | +610 | New |
| Financial & Tax Architects, LLC | 610 | $215.1K | 0.05% | +610 | New |
| Ares Financial Consulting, LLC | 609 | $214.8K | 0.15% | +1+0.2% | Added |
| Ducere Wealth Management LLC | 608 | $214.6K | 0.06% | +608 | New |
| Aspen Capital Management, LLC | 608 | $214.4K | 0.05% | +608 | New |
| Cadent Capital Advisors, LLC | 607 | $214.2K | 0.04% | +607 | New |
| Nvest Financial, LLC | 607 | $213.9K | 0.07% | +607 | New |
| Kondo Wealth Advisors, Inc. | 606 | $213.9K | 0.07% | −15−2.4% | Reduced |
| Wynn Capital, LLC | 604 | $212.9K | 0.10% | +604 | New |
| Clune & Associates, Ltd. | 603 | $212.8K | 0.03% | +603 | New |
| Owl Creek Wealth Partners LLC | 603 | $212.7K | 0.06% | +128+26.9% | Added |
| Rubicon Advisors, GP | 603 | $212.6K | 0.15% | +603 | New |
| Retirement Solution Inc. | 601 | $212.1K | 0.04% | +601 | New |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $212.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $211.6K | 0.07% | 00.0% | Unchanged |
| Sprott Inc. | 600 | $211.6K | 0.01% | +600 | New |
| Strategic Investment Solutions, Inc. | 598 | $211.1K | 0.05% | +463+343.0% | Added |
| Freedom Financial Partners LLC | 598 | $210.9K | 0.07% | +598 | New |
| Triumph Capital Management | 598 | $210.9K | 0.04% | −93−13.5% | Reduced |
| Ackerman Capital Advisors, LLC | 597 | $210.6K | 0.04% | +597 | New |
| Dahring | Cusmano LLC | 596 | $210.0K | 0.11% | +596 | New |
| Arrowroot Family Office, LLC | 594 | $209.4K | 0.06% | −121−16.9% | Reduced |
| MN Wealth Advisors, LLC | 593 | $209.3K | 0.09% | +593 | New |
| Pioneer Wealth Management Group | 593 | $209.1K | 0.05% | −41−6.5% | Reduced |
| Leverty Financial Group, LLC | 591 | $208.4K | 0.04% | +591 | New |
| Peak Planning Group, LLC | 590 | $208.2K | 0.05% | −288−32.8% | Reduced |
| GK Wealth Management LLC | 589 | $208.1K | 0.13% | +589 | New |
| Fairview Capital Investment Management, LLC | 590 | $208.1K | 0.01% | +590 | New |
| SK Wealth Management, LLC | 592 | $207.8K | 0.05% | +592 | New |
| Twelve Points Wealth Management LLC | 589 | $207.6K | 0.04% | −149−20.2% | Reduced |
| Tenet Wealth Partners, LLC | 617 | $207.4K | 0.15% | +617 | New |
| Aristotle Capital Management, LLC | 587 | $207.0K | 0.00% | +587 | New |
| Walker Financial Services, Inc. | 586 | $207.0K | 0.06% | −75−11.3% | Reduced |
| JBR Co Financial Management Inc | 587 | $206.9K | 0.08% | +587 | New |
| InTrack Investment Management Inc | 586 | $206.8K | 0.10% | +586 | New |
| IMZ Advisory Inc | 586 | $206.7K | 0.07% | +586 | New |
| OneAscent Wealth Management LLC | 586 | $206.7K | 0.06% | +586 | New |
| Seaside Wealth Management, Inc. | 586 | $206.7K | 0.05% | +586 | New |
| Capital Advisors Wealth Management, LLC | 586 | $206.5K | 0.02% | −31−5.0% | Reduced |
| Financial Network Wealth Advisors LLC | 585 | $206.4K | 0.21% | +4+0.7% | Added |
| Presidio Capital Management, LLC | 585 | $206.3K | 0.05% | −48−7.6% | Reduced |
| Arch Global Advisors, LLC | 585 | $206.3K | 0.09% | +585 | New |
| Hopwood Financial Services, Inc. | 583 | $205.6K | 0.12% | +583 | New |
| Northstar Advisory Group, LLC | 582 | $205.3K | 0.06% | +582 | New |
| Alpha Wealth Funds, LLC | 580 | $204.6K | 0.13% | +580 | New |
| Innovative Wealth Building LLC | 579 | $204.2K | 0.12% | +579 | New |
| Hilltop Partners LLC | 579 | $204.2K | 0.05% | −76−11.6% | Reduced |
| Bravera Wealth | 579 | $204.2K | 0.08% | −30−4.9% | Reduced |
| Skyline Advisors, Inc. | 579 | $204.2K | 0.06% | +579 | New |
| Abacus Wealth Partners, LLC | 577 | $203.6K | 0.02% | −89−13.4% | Reduced |
| Schwallier Wealth Management LLC | 577 | $203.6K | 0.13% | +577 | New |
| Financial Synergies Wealth Advisors, Inc. | 577 | $203.6K | 0.02% | +577 | New |
| J.P. Marvel Investment Advisors, LLC | 577 | $203.5K | 0.02% | +577 | New |
| GatePass Capital, LLC | 577 | $203.5K | 0.08% | +577 | New |
| Vance Wealth, Inc. | 576 | $203.2K | 0.05% | +576 | New |
| Abound Wealth Management | 576 | $203.1K | 0.04% | −170−22.8% | Reduced |
| Signature Wealth Management Partners, LLC | 575 | $202.9K | 0.09% | −142−19.8% | Reduced |
| Signal Tree Financial Partners LLC | 575 | $202.8K | 0.13% | +575 | New |
| Carter Financial, LLC | 575 | $202.8K | 0.15% | +575 | New |
| Nova R Wealth, Inc. | 575 | $202.7K | 0.06% | −156−21.3% | Reduced |
| Christine Messmer PC | 574 | $202.6K | 0.11% | +574 | New |
| Collaborative Wealth Managment Inc. | 574 | $202.4K | 0.09% | +574 | New |
| Rocky Mountain Advisers, LLC | 573 | $202.1K | 0.05% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 573 | $202.1K | 0.06% | +573 | New |
| LifeGuide Financial Advisors, LLC | 573 | $202.0K | 0.06% | −47−7.6% | Reduced |
| Vawter Financial, Ltd. | 571 | $201.4K | 0.08% | +571 | New |
| SFE Investment Counsel | 570 | $201.0K | 0.03% | +570 | New |
| Cooke Wealth Management, LLC | 570 | $200.9K | 0.16% | +570 | New |
| Western Financial Corp | 568 | $200.4K | 0.06% | +568 | New |
| Foundation Wealth Management, LLC | 568 | $200.3K | 0.06% | +568 | New |
