| Twelve Points Wealth Management LLC | 352 | $277.2K | 0.07% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $277.2K | 0.22% | +23+7.0% | Added |
| Patton Fund Management, Inc. | 352 | $277.2K | 0.06% | +352 | New |
| U.S. Capital Wealth Advisors, LLC | 352 | $277.2K | 0.01% | +352 | New |
| Blackston Financial Advisory Group, LLC | 352 | $277.2K | 0.17% | +352 | New |
| Quantum Financial Advisors, LLC | 352 | $276.9K | 0.04% | −25−6.6% | Reduced |
| Successful Portfolios LLC | 351 | $276.5K | 0.17% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 350 | $275.8K | 0.06% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 349 | $274.9K | 0.10% | −18−4.9% | Reduced |
| Enterprise Financial Services Corp | 349 | $274.9K | 0.15% | +349 | New |
| Newbridge Financial Services Group, Inc. | 348 | $274.4K | 0.04% | 00.0% | Unchanged |
| North Forty Two & Co. | 348 | $274.1K | 0.29% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 347 | $273.5K | 0.04% | +347 | New |
| Werba Rubin Papier Wealth Management | 347 | $273.3K | 0.05% | +347 | New |
| Clarkston Capital Partners, LLC | 346 | $272.5K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 346 | $272.5K | 0.10% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 346 | $272.5K | 0.06% | +346 | New |
| Optivise Advisory Services LLC | 346 | $272.4K | 0.14% | +19+5.8% | Added |
| May Hill Capital, LLC | 345 | $271.7K | 0.09% | +14+4.2% | Added |
| McAdam, LLC | 345 | $271.7K | 0.01% | +345 | New |
| Nilsine Partners, LLC | 345 | $271.7K | 0.03% | +345 | New |
| Five Oceans Advisors | 344 | $270.9K | 0.12% | +8+2.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 344 | $270.9K | 0.10% | +344 | New |
| Azzad Asset Management Inc | 343 | $270.3K | 0.03% | +343 | New |
| Motive Wealth Advisors | 343 | $270.2K | 0.12% | +343 | New |
| Center For Asset Management LLC | 428 | $269.8K | 0.17% | −33−7.2% | Reduced |
| Ausdal Financial Partners, Inc. | 342 | $269.4K | 0.02% | +2+0.6% | Added |
| Cadent Capital Advisors, LLC | 342 | $269.4K | 0.09% | +342 | New |
| Claret Asset Management Corp | 341 | $269.0K | 0.03% | −33−8.8% | Reduced |
| Park Place Capital Corp | 345 | $269.0K | 0.06% | +13+3.9% | Added |
| Renasant Bank | 341 | $268.6K | 0.18% | −13−3.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 341 | $268.6K | 0.15% | +341 | New |
| Massar Capital Management, LP | 340 | $267.8K | 0.20% | +340 | New |
| Westfuller Advisors, LLC | 339 | $267.3K | 0.15% | +6+1.8% | Added |
| Foster Group, Inc. | 339 | $267.1K | 0.01% | +339 | New |
| Astoria Portfolio Advisors LLC. | 342 | $267.1K | 0.08% | −1−0.3% | Reduced |
| Braun-Bostich & Associates Inc. | 339 | $267.0K | 0.18% | −2−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 339 | $267.0K | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 339 | $266.8K | 0.03% | +1+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 338 | $266.2K | 0.02% | +338 | New |
| DecisionMap Wealth Management, LLC | 338 | $266.2K | 0.18% | +338 | New |
| Chancellor Financial Group WB LP | 337 | $265.4K | 0.21% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 336 | $265.0K | 0.26% | +336 | New |
| EntryPoint Capital, LLC | 336 | $264.6K | 0.13% | −618−64.8% | Reduced |
| Atlantic Union Bankshares Corp | 336 | $264.6K | 0.01% | +336 | New |
| WPG Advisers, LLC | 335 | $263.9K | 0.22% | +13+4.0% | Added |
| Farmers National Bank | 333 | $262.3K | 0.07% | +333 | New |
| Galvin, Gaustad & Stein, LLC | 332 | $261.5K | 0.02% | 00.0% | Unchanged |
| First Citizens Financial Corp | 332 | $261.5K | 0.14% | +332 | New |
| Echo45 Advisors LLC | 332 | $261.4K | 0.16% | −8−2.4% | Reduced |
| Blue Chip Partners, Inc. | 332 | $261.2K | 0.02% | +332 | New |
| Sound Income Strategies, LLC | 331 | $260.7K | 0.01% | −17−4.9% | Reduced |
| YANKCOM Partnership | 329 | $259.1K | 0.13% | −8−2.4% | Reduced |
| Consolidated Capital Management, LLC | 329 | $259.1K | 0.09% | −25−7.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 329 | $259.1K | 0.06% | +329 | New |
| Ameritas Advisory Services, LLC | 329 | $258.9K | 0.01% | −77−19.0% | Reduced |
| Sunpointe, LLC | 326 | $256.6K | 0.10% | −13−3.8% | Reduced |
| CFS Investment Advisory Services, LLC | 324 | $255.0K | 0.02% | +324 | New |
| Osprey Private Wealth LLC | 325 | $253.7K | 0.14% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 322 | $253.6K | 0.09% | +322 | New |
| Ignite Planners, LLC | 336 | $252.9K | 0.04% | +1+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 321 | $252.5K | 0.02% | −73−18.5% | Reduced |
| Journey Advisory Group, LLC | 320 | $252.0K | 0.02% | −91−22.1% | Reduced |
| Parkwoods Wealth Partners, LLC | 320 | $252.0K | 0.15% | +320 | New |
| Northwest Wealth Management, LLC | 319 | $251.3K | 0.05% | +319 | New |
| Westmount Partners, LLC | 317 | $249.7K | 0.07% | +317 | New |
| Baron Wealth Management LLC | 316 | $248.9K | 0.09% | +316 | New |
| Trilogy Capital Inc. | 316 | $248.9K | 0.01% | −3,247−91.1% | Reduced |
| Aletheian Wealth Advisors LLC | 316 | $248.9K | 0.12% | +316 | New |
| Fermata Advisors, LLC | 316 | $248.5K | 0.07% | −137−30.2% | Reduced |
| New Century Financial Group, LLC | 315 | $248.1K | 0.29% | −35−10.0% | Reduced |
| Aspen Grove Capital, LLC | 315 | $248.1K | 0.04% | +315 | New |
| Arvest Bank Trust Division | 314 | $247.3K | 0.01% | +314 | New |
| Retirement Solution Inc. | 314 | $247.0K | 0.06% | +314 | New |
| Nwam LLC | 313 | $246.1K | 0.01% | +313 | New |
| Covestor Ltd | 312 | $246.0K | 0.15% | +50+19.1% | Added |
| Wealthstream Advisors, Inc. | 312 | $245.7K | 0.04% | +312 | New |
| Foronjy Financial LLC | 311 | $245.1K | 0.11% | +311 | New |
| Fielder Capital Group LLC | 311 | $245.0K | 0.07% | +311 | New |
| Hemington Wealth Management | 311 | $245.0K | 0.04% | −4−1.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 310 | $244.2K | 0.02% | +310 | New |
| Keudell/Morrison Wealth Management | 310 | $244.2K | 0.05% | +310 | New |
| Victory Financial Group, LLC | 310 | $244.2K | 0.04% | +310 | New |
| DLD Asset Management, LP | 309 | $243.4K | 0.03% | +309 | New |
| ARS Wealth Advisors Group, LLC | 308 | $242.6K | 0.03% | +308 | New |
| Brown Wealth Management, LLC | 308 | $242.6K | 0.08% | +308 | New |
| Intelligence Driven Advisers, LLC | 307 | $241.9K | 0.04% | +307 | New |
| UMA Financial Services, Inc. | 306 | $241.0K | 0.04% | +2+0.7% | Added |
| Bell Bank | 306 | $241.0K | 0.01% | +306 | New |
| Pine Haven Investment Counsel, Inc | 305 | $240.2K | 0.19% | +305 | New |
| Consilio Wealth Advisors, LLC | 309 | $240.0K | 0.09% | +309 | New |
| BayBridge Capital Group, LLC | 304 | $239.4K | 0.15% | +304 | New |
| Autumn Glory Partners, LLC | 304 | $239.4K | 0.11% | +304 | New |
| Convergence Investment Partners, LLC | 301 | $237.3K | 0.06% | +301 | New |
| Catherine Avery Investment Management LLC | 300 | $236.3K | 0.18% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 300 | $236.3K | 0.10% | +300 | New |
| Cohen & Steers, Inc. | 300 | $236.0K | 0.00% | 00.0% | Unchanged |
| Balboa Wealth Partners | 297 | $234.3K | 0.05% | +297 | New |
| Vaughan David Investments LLC | 297 | $234.0K | 0.01% | +297 | New |
| Palumbo Wealth Management LLC | 297 | $233.9K | 0.07% | +297 | New |
