| Osprey Private Wealth LLC | 420 | $237.9K | 0.07% | +420 | New |
| Hendershot Investments Inc. | 418 | $236.7K | 0.03% | +17+4.2% | Added |
| Focused Wealth Management, Inc | 418 | $236.7K | 0.03% | +418 | New |
| Sun Group Wealth Partners | 417 | $236.2K | 0.19% | +417 | New |
| Manchester Financial Inc | 416 | $235.6K | 0.04% | +416 | New |
| Ponta Wealth Partners, LLC | 414 | $234.5K | 0.22% | +414 | New |
| Summitry LLC | 412 | $233.3K | 0.01% | +412 | New |
| JSF Financial, LLC | 412 | $233.3K | 0.05% | −151−26.8% | Reduced |
| Griffin Asset Management, Inc. | 412 | $233.3K | 0.03% | +412 | New |
| Omnia Family Wealth, LLC | 412 | $233.3K | 0.07% | +412 | New |
| Midland Wealth Advisors LLC | 412 | $233.3K | 0.01% | +412 | New |
| Vestor Capital, LLC | 5,621 | $233.0K | 0.02% | +5,184+1,186.3% | Added |
| Kaizen Financial Strategies | 411 | $232.8K | 0.10% | +2+0.5% | Added |
| WPG Advisers, LLC | 411 | $232.8K | 0.17% | +17+4.3% | Added |
| Private Wealth Advisors | 411 | $232.8K | 0.08% | +411 | New |
| Greenline Partners, LLC | 410 | $232.2K | 0.03% | +410 | New |
| Mesirow Financial Investment Management, Inc. | 410 | $232.2K | 0.00% | −155−27.4% | Reduced |
| Mach-1 Financial Group, Inc. | 409 | $231.6K | 0.05% | −417−50.5% | Reduced |
| Hudson Capital Management LLC | 409 | $231.6K | 0.06% | +409 | New |
| Everstar Asset Management, LLC | 406 | $229.9K | 0.12% | +406 | New |
| Security National Bank of So Dak | 405 | $229.4K | 0.11% | +405 | New |
| Whalerock Point Partners, LLC | 405 | $229.4K | 0.04% | +405 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 405 | $229.4K | 0.01% | +405 | New |
| Calton & Associates, Inc. | 404 | $228.8K | 0.03% | +404 | New |
| Concorde Asset Management, LLC | 404 | $228.8K | 0.09% | +404 | New |
| Texas Capital Bank Wealth Management Services Inc | 404 | $228.8K | 0.01% | +404 | New |
| Ritter Daniher Financial Advisory LLC | 403 | $228.2K | 0.04% | −81−16.7% | Reduced |
| Pinnacle Bancorp, Inc. | 403 | $228.2K | 0.07% | −135−25.1% | Reduced |
| Genus Capital Management Inc. | 403 | $228.2K | 0.03% | +403 | New |
| Radnor Capital Management, LLC | 403 | $228.2K | 0.03% | +403 | New |
| Synergy Financial Group, LTD | 403 | $228.2K | 0.16% | +403 | New |
| Centric Wealth Management | 459 | $228.0K | 0.05% | +3+0.7% | Added |
| KLCM Advisors, Inc. | 400 | $226.5K | 0.02% | +400 | New |
| Defender Capital, LLC. | 400 | $226.5K | 0.07% | +400 | New |
| Darden Wealth Group Inc | 400 | $226.5K | 0.11% | +400 | New |
| Centennial Wealth Advisory LLC | 399 | $226.0K | 0.06% | +399 | New |
| Osterweis Capital Management Inc | 398 | $225.4K | 0.01% | +30+8.2% | Added |
| Kanawha Capital Management LLC | 398 | $225.4K | 0.02% | +398 | New |
| Tanager Wealth Management LLP | 397 | $224.8K | 0.02% | +397 | New |
| Leo Wealth, LLC | 397 | $224.7K | 0.02% | +397 | New |
| Dumont & Blake Investment Advisors LLC | 395 | $224.0K | 0.05% | +395 | New |
| Toth Financial Advisory Corp | 395 | $223.7K | 0.02% | +15+3.9% | Added |
| Strait & Sound Wealth Management LLC | 395 | $223.7K | 0.08% | −59−13.0% | Reduced |
| Private Client Services, LLC | 394 | $223.1K | 0.07% | +394 | New |
| JB Capital LLC | 393 | $222.7K | 0.01% | +393 | New |
| Navellier & Associates Inc | 393 | $222.6K | 0.02% | +393 | New |
| Walker Asset Management, LLC | 392 | $222.0K | 0.12% | +392 | New |
| Omega Financial Group, LLC | 391 | $221.4K | 0.07% | +391 | New |
| Rise Advisors, LLC | 390 | $220.9K | 0.08% | −8−2.0% | Reduced |
| FourThought Financial Partners, LLC | 390 | $220.9K | 0.02% | +390 | New |
| AssuredPartners Investment Advisors, LLC | 389 | $220.3K | 0.03% | +389 | New |
| Financial Partners Group, Inc | 436 | $219.8K | 0.03% | +436 | New |
| Collaborative Wealth Managment Inc. | 388 | $219.7K | 0.08% | +388 | New |
| CCM Investment Advisers LLC | 388 | $219.7K | 0.02% | +388 | New |
| Ticino Wealth | 388 | $219.7K | 0.08% | +388 | New |
| Mitchell McLeod Pugh & Williams Inc | 450 | $219.7K | 0.03% | +10+2.3% | Added |
| Stephens Investment Management Group LLC | 387 | $219.2K | 0.00% | +387 | New |
| Hodges Capital Management Inc. | 387 | $219.2K | 0.02% | +387 | New |
| Fagan Associates, Inc. | 386 | $218.6K | 0.03% | +386 | New |
| Aureus Asset Management, LLC | 385 | $218.0K | 0.01% | +385 | New |
| Private Advisory Group LLC | 385 | $218.0K | 0.02% | +385 | New |
| Numerai GP LLC | 384 | $217.5K | 0.03% | −3,119−89.0% | Reduced |
| AA Financial Advisors, LLC | 384 | $217.5K | 0.04% | +384 | New |
| DT Investment Partners, LLC | 383 | $216.9K | 0.02% | +302+372.8% | Added |
| Storen Legacy Partners, LLC | 383 | $216.9K | 0.07% | +383 | New |
| Wealth Architects, LLC | 383 | $216.6K | 0.02% | +383 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 381 | $215.8K | 0.04% | +108+39.6% | Added |
| Sentinus, LLC | 381 | $215.8K | 0.02% | +381 | New |
| Vivaldi Capital Management, LLC | 380 | $215.2K | 0.03% | +380 | New |
| Index Technologies Group LLC | 378 | $214.1K | 0.22% | +378 | New |
| Peterson Wealth Services | 377 | $213.5K | 0.05% | +373+9,325.0% | Added |
| CrossGen Wealth, LLC | 377 | $213.5K | 0.19% | +377 | New |
| Meridian Investment Counsel Inc. | 376 | $213.0K | 0.05% | +376 | New |
| GK Wealth Management LLC | 376 | $212.9K | 0.16% | +376 | New |
| Valley Brook Capital Group | 375 | $212.4K | 0.14% | −110−22.7% | Reduced |
| Blume Capital Management, Inc. | 375 | $212.4K | 0.04% | −40−9.6% | Reduced |
| Adalta Capital Management LLC | 375 | $212.4K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 374 | $211.8K | 0.02% | −1,547−80.5% | Reduced |
| Darwin Advisors, LLC | 373 | $211.3K | 0.07% | −47−11.2% | Reduced |
| Fortis Capital Management LLC | 373 | $211.2K | 0.03% | +373 | New |
| Acorn Financial Advisory Services Inc | 372 | $210.7K | 0.03% | +372 | New |
| Investment Partners Asset Management, Inc. | 372 | $210.7K | 0.13% | +372 | New |
| Worth Financial Advisory Group, LLC | 372 | $210.7K | 0.10% | +372 | New |
| Waterfront Wealth Inc. | 400 | $210.4K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 371 | $210.1K | 0.04% | +371 | New |
| BAM Wealth Management, LLC | 371 | $210.1K | 0.15% | +371 | New |
| Raleigh Capital Management Inc. | 370 | $209.6K | 0.08% | +28+8.2% | Added |
| Mason & Associates Inc | 370 | $209.6K | 0.04% | +370 | New |
| Morris Retirement Advisors, LLC | 369 | $209.0K | 0.09% | −599−61.9% | Reduced |
| Monument Capital Management | 369 | $209.0K | 0.05% | +369 | New |
| Prossimo Advisors, LLC | 369 | $209.0K | 1.35% | +369 | New |
| RKL Wealth Management LLC | 367 | $207.9K | 0.02% | +367 | New |
| Second Half Financial Partners, LLC | 367 | $207.9K | 0.09% | +367 | New |
| Nautilus Advisors LLC | 367 | $207.9K | 0.14% | +367 | New |
| Register Financial Advisors LLC | 366 | $207.3K | 0.08% | −112−23.4% | Reduced |
| Rice Partnership, LLC | 366 | $207.3K | 0.03% | +366 | New |
| Redwood Financial Network Corp | 366 | $207.3K | 0.13% | +366 | New |
| CPA Asset Management LLC | 365 | $206.7K | 0.07% | +365 | New |
| PAX Financial Group, LLC | 365 | $206.7K | 0.04% | +365 | New |
| Sym Financial Corp | 363 | $205.6K | 0.02% | +363 | New |
