| Hamilton Capital, LLC | 296 | $233.1K | 0.01% | +296 | New |
| DT Investment Partners, LLC | 295 | $232.4K | 0.02% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 293 | $230.8K | 0.02% | +293 | New |
| CSM Advisors, LLC | 290 | $230.0K | 0.01% | +290 | New |
| Independent Wealth Network Inc. | 292 | $230.0K | 0.08% | +292 | New |
| Verus Capital Partners, LLC | 290 | $228.5K | 0.02% | +290 | New |
| Burton Enright Welch | 290 | $228.4K | 0.04% | −70−19.4% | Reduced |
| Strategy Asset Managers LLC | 290 | $228.4K | 0.04% | +290 | New |
| Phillips Financial Management, LLC | 290 | $228.4K | 0.02% | +290 | New |
| Berkeley, Inc | 289 | $227.6K | 0.08% | +289 | New |
| My Legacy Advisors, LLC | 304 | $227.4K | 0.08% | +304 | New |
| Latitude Advisors, LLC | 288 | $226.7K | 0.11% | +288 | New |
| Burns J W & Co Inc | 287 | $226.1K | 0.03% | +287 | New |
| Satovsky Asset Management LLC | 287 | $225.9K | 0.05% | +287 | New |
| Nordwand Advisors, LLC | 286 | $225.6K | 0.04% | +286 | New |
| AdvisorNet Financial, Inc | 286 | $225.4K | 0.01% | −3−1.0% | Reduced |
| Bowen Hanes & Co Inc | 286 | $225.3K | 0.01% | +286 | New |
| LeClair Wealth Partners LLC | 286 | $225.3K | 0.15% | +286 | New |
| Longboard Asset Management, LP | 285 | $224.5K | 0.56% | +285 | New |
| Center for Financial Planning, Inc. | 283 | $222.9K | 0.03% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 283 | $222.9K | 0.22% | +283 | New |
| Continuum Advisory, LLC | 282 | $222.1K | 0.03% | +91+47.6% | Added |
| Gould Asset Management LLC | 282 | $222.1K | 0.04% | +282 | New |
| Cornerstone Wealth Management, LLC | 282 | $221.9K | 0.01% | +282 | New |
| Ifrah Financial Services, Inc. | 281 | $221.3K | 0.06% | +281 | New |
| Ethos Financial Group, LLC | 280 | $220.5K | 0.02% | −228−44.9% | Reduced |
| Maia Wealth LLC | 278 | $219.3K | 0.04% | +278 | New |
| RHS Financial, LLC | 278 | $219.0K | 0.12% | −75−21.2% | Reduced |
| Global Financial Private Client, LLC | 278 | $219.0K | 0.08% | +3+1.1% | Added |
| Omnia Family Wealth, LLC | 278 | $219.0K | 0.08% | +278 | New |
| Roman Butler Fullerton & Co | 277 | $217.8K | 0.06% | +277 | New |
| Centurion Wealth Management LLC | 276 | $217.7K | 0.06% | +276 | New |
| Deltec Asset Management LLC | 276 | $217.4K | 0.04% | +276 | New |
| Legacy Financial Group, Inc. | 276 | $217.4K | 0.06% | +276 | New |
| Signet Financial Management, LLC | 276 | $217.2K | 0.03% | +276 | New |
| Jackson Thornton Asset Management, LLC | 277 | $216.5K | 0.02% | +277 | New |
| Financial Council Asset Management Inc | 274 | $215.8K | 0.10% | +274 | New |
| United Bank | 273 | $215.0K | 0.03% | +273 | New |
| Barings LLC | 272 | $214.2K | 0.01% | +272 | New |
| Ascent Capital Management, LLC | 271 | $213.5K | 0.19% | +271 | New |
| Aviance Capital Partners, LLC | 271 | $213.4K | 0.03% | +271 | New |
| Cornerstone Advisory, LLC | 270 | $212.7K | 0.02% | +270 | New |
| Washington Trust Advisors, Inc. | 268 | $211.4K | 0.02% | +171+176.3% | Added |
| Murphy & Mullick Capital Management Corp | 269 | $211.2K | 0.17% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 267 | $210.3K | 0.11% | +267 | New |
| LeConte Wealth Management, LLC | 267 | $210.3K | 0.14% | +267 | New |
| Keating Investment Counselors Inc | 266 | $209.5K | 0.06% | +266 | New |
| Fiduciary Financial Group, LLC | 268 | $208.9K | 0.04% | +268 | New |
| Gilman Hill Asset Management, LLC | 265 | $208.7K | 0.03% | +265 | New |
| LJI Wealth Management, LLC | 265 | $208.7K | 0.04% | +265 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 264 | $207.9K | 0.00% | +264 | New |
| CJM Wealth Advisers, Ltd. | 264 | $207.9K | 0.07% | +264 | New |
| Gerber Kawasaki Wealth & Investment Management | 262 | $207.1K | 0.01% | +262 | New |
| Cherrydale Wealth Management, LLC | 263 | $207.0K | 0.07% | +263 | New |
| Emprise Bank | 262 | $206.4K | 0.10% | +262 | New |
| Private Capital Management, LLC | 262 | $206.2K | 0.02% | +262 | New |
| Detalus Advisors, LLC | 262 | $206.0K | 0.06% | +262 | New |
| Everett Harris & Co | 261 | $205.6K | 0.00% | +261 | New |
| Magnolia Capital Advisors LLC | 261 | $205.6K | 0.05% | +261 | New |
| Horst & Graben Wealth Management LLC | 260 | $204.4K | 0.03% | +260 | New |
| Davy Global Fund Management Ltd | 259 | $204.0K | 0.02% | +259 | New |
| Walkner Condon Financial Advisors LLC | 258 | $203.2K | 0.04% | +258 | New |
| XTX Topco Ltd | 256 | $201.6K | 0.01% | +256 | New |
| WealthTrust Asset Management, LLC | 256 | $201.6K | 0.15% | +256 | New |
| Shira Ridge Wealth Management | 255 | $201.0K | 0.09% | +255 | New |
| Wayfinding Financial, LLC | 257 | $201.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 255 | $201.0K | 0.19% | +255 | New |
| Main Street Financial Solutions, LLC | 255 | $201.0K | 0.01% | +255 | New |
| Integris Wealth Management, LLC | 255 | $200.8K | 0.05% | +255 | New |
| Lowe Brockenbrough & Co Inc | 255 | $200.5K | 0.01% | +255 | New |
| Naples Global Advisors, LLC | 254 | $200.4K | 0.02% | −73−22.3% | Reduced |
| Glen Eagle Advisors, LLC | 250 | $197.1K | 0.03% | −232−48.1% | Reduced |
| Rise Advisors, LLC | 243 | $191.3K | 0.08% | −1−0.4% | Reduced |
| Western Pacific Wealth Management, LP | 240 | $189.0K | 0.18% | −15−5.9% | Reduced |
| Wellington Shields & Co., LLC | 239 | $188.2K | 0.05% | −17−6.6% | Reduced |
| NewSquare Capital LLC | 239 | $188.2K | 0.01% | +106+79.7% | Added |
| Gitterman Wealth Management, LLC | 234 | $184.3K | 0.04% | +234 | New |
| Farmers & Merchants Investments Inc | 233 | $183.5K | 0.01% | +2+0.9% | Added |
| Delta Asset Management LLC | 228 | $179.6K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $178.4K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 218 | $171.7K | 0.04% | +218 | New |
| Archer Investment Corp | 215 | $168.9K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 209 | $164.6K | 0.20% | +8+4.0% | Added |
| St Germain D J Co Inc | 207 | $163.0K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 206 | $162.3K | 0.14% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 206 | $158.6K | 0.03% | −2−1.0% | Reduced |
| Berbice Capital Management LLC | 200 | $157.5K | 0.11% | −100−33.3% | Reduced |
| BOCHK Asset Management Ltd | 200 | $157.5K | 0.05% | +200 | New |
| IMG Wealth Management, Inc. | 198 | $156.0K | 0.12% | +21+11.9% | Added |
| Birch Capital Management, LLC | 197 | $155.2K | 0.08% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $152.0K | 0.08% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $147.3K | 0.09% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $146.0K | 0.00% | +27+17.0% | Added |
| Sierra Ocean, LLC | 185 | $145.8K | 0.11% | +10+5.7% | Added |
| Indiana Trust & Investment Management CO | 180 | $141.8K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 177 | $139.4K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 173 | $136.3K | 0.16% | +145+517.9% | Added |
| Private Wealth Asset Management, LLC | 171 | $134.7K | 0.02% | −17−9.0% | Reduced |
| S&T Bank | 165 | $130.0K | 0.04% | −66−28.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 164 | $129.2K | 0.21% | −12−6.8% | Reduced |
