| Quantum Financial Advisors, LLC | 401 | $250.4K | 0.06% | +7+1.8% | Added |
| Fortis Advisors, LLC | 400 | $250.0K | 0.18% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $250.0K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $250.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 400 | $250.0K | 0.03% | +400 | New |
| Warren Street Wealth Advisors, LLC | 399 | $249.4K | 0.14% | +399 | New |
| Solidarilty Wealth, LLC | 398 | $248.8K | 0.09% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 396 | $248.1K | 0.12% | +396 | New |
| Peloton Wealth Strategists | 397 | $248.0K | 0.11% | +397 | New |
| Goldstein Advisors, LLC | 397 | $247.8K | 0.04% | −19−4.6% | Reduced |
| Transcend Wealth Collective, LLC | 394 | $246.2K | 0.02% | +394 | New |
| WMS Partners, LLC | 393 | $245.8K | 0.02% | +393 | New |
| DSC Advisors, L.P. | 390 | $243.8K | 0.41% | +390 | New |
| Claret Asset Management Corp | 388 | $243.0K | 0.04% | +388 | New |
| Cipher Capital LP | 388 | $242.5K | 0.08% | −318−45.0% | Reduced |
| Red Wave Investments LLC | 387 | $241.9K | 0.10% | +387 | New |
| Security Financial Services, INC. | 387 | $241.9K | 0.06% | +387 | New |
| Compass Ion Advisors, LLC | 384 | $240.0K | 0.04% | −17−4.2% | Reduced |
| Nwam LLC | 383 | $239.1K | 0.02% | +383 | New |
| Paul Damon & Associates, Inc. | 382 | $238.8K | 0.17% | +382 | New |
| Stonebrook Private Inc. | 381 | $238.2K | 0.08% | +381 | New |
| AlTi Global, Inc. | 380 | $237.7K | 0.01% | +380 | New |
| New Jersey Better Educational Savings Trust | 380 | $237.5K | 0.50% | +380 | New |
| Cidel Asset Management Inc | 378 | $236.3K | 0.01% | +378 | New |
| Seldon Capital LP | 378 | $236.3K | 0.18% | +378 | New |
| Warren Averett Asset Management, LLC | 378 | $236.1K | 0.01% | −183−32.6% | Reduced |
| Renasant Bank | 376 | $235.0K | 0.19% | −17−4.3% | Reduced |
| Marietta Investment Partners LLC | 376 | $235.0K | 0.06% | +376 | New |
| Financial Network Wealth Advisors LLC | 375 | $234.4K | 0.25% | +375 | New |
| Source Financial Advisors LLC | 373 | $233.3K | 0.07% | +373 | New |
| Plante Moran Financial Advisors, LLC | 373 | $233.1K | 0.02% | +18+5.1% | Added |
| BEAM Asset Management, LLC | 371 | $231.7K | 0.15% | +371 | New |
| Journey Strategic Wealth LLC | 370 | $231.3K | 0.01% | +370 | New |
| Onyx Bridge Wealth Group LLC | 366 | $228.8K | 0.05% | +366 | New |
| Virtu Financial LLC | 364 | $227.0K | 0.02% | +364 | New |
| Aspiriant, LLC | 362 | $226.4K | 0.01% | +362 | New |
| Marino, Stram & Associates LLC | 362 | $226.4K | 0.06% | +362 | New |
| Pinnacle Bancorp, Inc. | 362 | $226.3K | 0.07% | −7−1.9% | Reduced |
| Lee Danner & Bass Inc | 361 | $226.0K | 0.02% | +361 | New |
| Heritage Investment Group, Inc. | 362 | $226.0K | 0.05% | +362 | New |
| Associated Banc-Corp | 361 | $225.6K | 0.01% | +361 | New |
| GYL Financial Synergies, LLC | 361 | $225.4K | 0.02% | −48−11.7% | Reduced |
| Vantage Consulting Group Inc | 360 | $225.0K | 0.15% | −41−10.2% | Reduced |
| Cornerstone Wealth Management, LLC | 359 | $224.5K | 0.02% | −669−65.1% | Reduced |
| Successful Portfolios LLC | 358 | $223.8K | 0.17% | +358 | New |
| Park Place Capital Corp | 358 | $223.8K | 0.09% | −400−52.8% | Reduced |
| Pacific Global Investment Management CO | 357 | $223.4K | 0.05% | +357 | New |
| Quadrant Private Wealth Management, LLC | 356 | $222.5K | 0.06% | +356 | New |
| McGlone Suttner Wealth Management, Inc. | 356 | $222.4K | 0.04% | +356 | New |
| MEMBERS Trust Co | 354 | $222.3K | 0.01% | +354 | New |
| Ssi Investment Management LLC | 355 | $221.9K | 0.02% | +355 | New |
| Twelve Points Wealth Management LLC | 355 | $221.9K | 0.11% | +355 | New |
| Crown Wealth Group, LLC | 354 | $221.3K | 0.13% | +354 | New |
| MainStreet Investment Advisors LLC | 351 | $219.4K | 0.02% | +351 | New |
| Wrapmanager Inc | 350 | $218.8K | 0.06% | +350 | New |
| National Philanthropic Trust | 350 | $218.8K | 0.01% | +350 | New |
| Sunflower Bank, N.A. | 350 | $218.8K | 0.05% | +350 | New |
| GoalFusion Wealth Management, LLC | 350 | $218.8K | 0.15% | +350 | New |
| Azzad Asset Management Inc | 349 | $217.9K | 0.03% | +349 | New |
| Aprio Wealth Management, LLC | 348 | $217.5K | 0.05% | +348 | New |
| New Republic Capital, LLC | 348 | $217.5K | 0.15% | +348 | New |
| Independent Wealth Network Inc. | 347 | $216.9K | 0.11% | +347 | New |
| Castle Rock Wealth Management, LLC | 368 | $216.8K | 0.07% | +368 | New |
| Clarkston Capital Partners, LLC | 346 | $216.3K | 0.00% | +346 | New |
| Advisor Resource Council | 345 | $215.8K | 0.03% | −1,219−77.9% | Reduced |
| TCG Advisory Services, LLC | 345 | $215.7K | 0.01% | +345 | New |
| Werba Rubin Papier Wealth Management | 343 | $214.4K | 0.07% | +343 | New |
| Kathmere Capital Management, LLC | 343 | $214.4K | 0.03% | +343 | New |
| Natixis Investment Managers International | 342 | $213.8K | 0.02% | −58−14.5% | Reduced |
| Beacon Financial Strategies CORP | 341 | $213.1K | 0.17% | +341 | New |
| Resource Consulting Group Inc | 340 | $212.5K | 0.04% | +340 | New |
| Sound Income Strategies, LLC | 339 | $212.0K | 0.02% | +15+4.6% | Added |
| Opal Wealth Advisors, LLC | 338 | $211.3K | 0.08% | +338 | New |
| Invenio Wealth Partners LLC | 338 | $211.3K | 0.15% | +338 | New |
| Pacitti Group Inc. | 337 | $210.8K | 0.13% | +337 | New |
| Chesapeake Wealth Management | 337 | $210.6K | 0.08% | +337 | New |
| Formidable Asset Management, LLC | 336 | $210.0K | 0.05% | +336 | New |
| Prentice Wealth Management LLC | 335 | $209.4K | 0.08% | +335 | New |
| Trust Co of Oklahoma | 334 | $208.8K | 0.08% | +334 | New |
| Bank of Stockton | 335 | $208.4K | 0.07% | +335 | New |
| Naples Global Advisors, LLC | 333 | $208.4K | 0.02% | +333 | New |
| Galvin, Gaustad & Stein, LLC | 332 | $207.4K | 0.02% | +332 | New |
| Emerald Advisors, LLC | 331 | $207.1K | 0.04% | +331 | New |
| Lafayette Investments, Inc. | 330 | $206.3K | 0.05% | +330 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $206.3K | 0.09% | +330 | New |
| Mendota Financial Group, LLC | 329 | $205.6K | 0.16% | −45−12.0% | Reduced |
| Diversified Portfolios, Inc. | 328 | $205.0K | 0.03% | +328 | New |
| Clarus Wealth Advisors | 334 | $204.4K | 0.12% | +334 | New |
| Guardian Wealth Advisors, LLC | 326 | $203.8K | 0.03% | +326 | New |
| Aveo Capital Partners, LLC | 324 | $202.5K | 0.02% | +324 | New |
| Fermata Advisors, LLC | 323 | $201.9K | 0.05% | +323 | New |
| Leo Wealth, LLC | 320 | $201.1K | 0.02% | +320 | New |
| Arvest Trust Co N A | 321 | $200.6K | 0.01% | +321 | New |
| Ausdal Financial Partners, Inc. | 320 | $200.0K | 0.02% | +320 | New |
| Hemington Wealth Management | 320 | $200.0K | 0.08% | +320 | New |
| AJOVista, LLC | 318 | $198.8K | 0.25% | +318 | New |
| Harbour Investments, Inc. | 311 | $194.4K | 0.01% | +77+32.9% | Added |
| Blue Chip Partners, Inc. | 311 | $194.1K | 0.02% | +1+0.3% | Added |
| Covestor Ltd | 308 | $193.0K | 0.13% | −2−0.6% | Reduced |
| Rothschild Investment LLC | 308 | $192.5K | 0.02% | +308 | New |
