| Prime Capital Investment Advisors, LLC | 808 | $311.5K | 0.00% | +18+2.3% | Added |
| Everpar Advisors LLC | 807 | $311.1K | 0.09% | +807 | New |
| Pitcairn Wealth Advisors LLC | 801 | $308.8K | 0.03% | −856−51.7% | Reduced |
| Forty-three Eighteen Advisors, LLC | 799 | $308.0K | 0.21% | 00.0% | Unchanged |
| Groupe la Francaise | 795 | $306.7K | 0.00% | +48+6.4% | Added |
| Clifford Swan Investment Counsel LLC | 795 | $306.5K | 0.01% | −5−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 792 | $305.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 783 | $301.8K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 782 | $301.7K | 0.00% | +782 | New |
| Keating Financial Advisory Services, Inc. | 781 | $301.1K | 0.04% | −11−1.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 780 | $300.7K | 0.08% | +780 | New |
| Essex Financial Services, Inc. | 779 | $300.3K | 0.01% | −185−19.2% | Reduced |
| ForthRight Wealth Management, LLC | 767 | $295.6K | 0.08% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 758 | $292.2K | 0.05% | +758 | New |
| Lincoln Capital Corp | 757 | $291.8K | 0.09% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 756 | $291.3K | 0.19% | 00.0% | Unchanged |
| JB Capital LLC | 753 | $290.3K | 0.01% | +753 | New |
| Hazlett, Burt & Watson, Inc. | 756 | $290.0K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 752 | $289.9K | 0.01% | −3,039−80.2% | Reduced |
| Gallacher Capital Management LLC | 748 | $288.4K | 0.16% | +748 | New |
| Financial Advisory Service, Inc. | 734 | $282.8K | 0.01% | +734 | New |
| Central Pacific Bank - Trust Division | 731 | $281.8K | 0.03% | −13−1.7% | Reduced |
| Facet Wealth, Inc. | 722 | $278.3K | 0.00% | +722 | New |
| Massmutual Trust Co FSB | 721 | $277.9K | 0.01% | +2+0.3% | Added |
| Waddell & Associates, LLC | 720 | $277.5K | 0.01% | +720 | New |
| Fukoku Mutual Life Insurance Co | 719 | $277.2K | 0.02% | +719 | New |
| Venturi Wealth Management, LLC | 717 | $276.4K | 0.01% | −9−1.2% | Reduced |
| Synergy Financial Management, LLC | 714 | $275.2K | 0.03% | −2,301−76.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 718 | $274.6K | 0.00% | −109−13.2% | Reduced |
| Whittier Trust Co | 808 | $273.3K | 0.00% | −21−2.5% | Reduced |
| Groupama Asset Managment | 708 | $272.9K | 0.00% | +708 | New |
| Pinnacle Associates Ltd | 707 | $272.5K | 0.00% | +707 | New |
| Riversedge Advisors, LLC | 707 | $272.5K | 0.04% | +707 | New |
| Avidian Wealth Solutions, LLC | 706 | $272.3K | 0.01% | +706 | New |
| Leonteq Securities AG | 702 | $270.6K | 0.02% | −479−40.6% | Reduced |
| Rowland & Co Investment Counsel | 700 | $269.8K | 0.05% | 00.0% | Unchanged |
| Thomasville National Bank | 700 | $269.8K | 0.01% | +700 | New |
| Advisortrust Partners, LLC | 698 | $269.1K | 0.09% | +698 | New |
| Fort Point Capital Partners LLC | 696 | $268.3K | 0.03% | +696 | New |
| 71 West Capital Partners | 694 | $267.5K | 0.01% | +694 | New |
| Howard Capital Management Inc. | 691 | $266.4K | 0.00% | +691 | New |
| Keudell/Morrison Wealth Management | 689 | $265.6K | 0.05% | +689 | New |
| Five Oceans Advisors | 687 | $264.8K | 0.09% | +687 | New |
| Clear Wave Wealth Management LLC | 681 | $262.5K | 0.06% | −214−23.9% | Reduced |
| Fulton Bank, N.A. | 680 | $262.1K | 0.01% | +680 | New |
| Supplemental Annuity Collective Trust of NJ | 677 | $261.0K | 0.07% | +677 | New |
| Oakworth Capital, Inc. | 688 | $258.2K | 0.01% | −597−46.5% | Reduced |
| StoneX Group Inc. | 669 | $257.9K | 0.01% | −146−17.9% | Reduced |
| Goelzer Investment Management, Inc. | 669 | $257.9K | 0.01% | +669 | New |
| Opinicus Capital, Inc. | 667 | $257.0K | 0.14% | +667 | New |
| Moors & Cabot, Inc. | 661 | $254.8K | 0.01% | +661 | New |
| Capital Analysts, LLC | 658 | $254.0K | 0.01% | −86−11.6% | Reduced |
| Ponta Wealth Partners, LLC | 655 | $252.5K | 0.14% | +655 | New |
| Wealth Alliance | 652 | $251.4K | 0.02% | +652 | New |
| DMG Group, LLC | 651 | $250.9K | 0.17% | −472−42.0% | Reduced |
| RHS Financial, LLC | 649 | $250.2K | 0.10% | +649 | New |
| Fidelis Capital Partners, LLC | 644 | $248.2K | 0.01% | +644 | New |
| Cornerstone Wealth Group, LLC | 643 | $247.7K | 0.01% | +25+4.0% | Added |
| MV Capital Management, Inc. | 642 | $247.5K | 0.02% | −218−25.3% | Reduced |
| DV Trading LLC | 640 | $246.7K | 0.02% | −628−49.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 639 | $246.3K | 0.02% | +639 | New |
| Beck Bode, LLC | 639 | $246.2K | 0.04% | +639 | New |
| Winnow Wealth LLC | 633 | $244.0K | 0.17% | +633 | New |
| Diversified Enterprises, LLC | 633 | $244.0K | 0.01% | +633 | New |
| PSI Advisors, LLC | 632 | $243.6K | 0.06% | +632 | New |
| MQS Management LLC | 630 | $242.9K | 0.30% | −147−18.9% | Reduced |
| Prostatis Group LLC | 629 | $242.5K | 0.06% | +629 | New |
| Root Financial Partners, LLC | 626 | $241.3K | 0.01% | +194+44.9% | Added |
| Argentarii, LLC | 676 | $241.1K | 0.07% | +676 | New |
| Stonebrook Private Inc. | 623 | $240.2K | 0.04% | +623 | New |
| Catalytic Wealth RIA, LLC | 621 | $239.4K | 0.01% | +621 | New |
| TD Private Client Wealth LLC | 618 | $238.2K | 0.00% | +26+4.4% | Added |
| Nicolet Bankshares Inc | 696 | $235.4K | 0.01% | +696 | New |
| State of Wyoming | 609 | $234.8K | 0.02% | +215+54.6% | Added |
| Foronjy Financial LLC | 607 | $234.2K | 0.09% | +607 | New |
| Yukon Wealth Management, Inc. | 607 | $234.0K | 0.07% | +607 | New |
| Moss Adams Wealth Advisors LLC | 606 | $233.6K | 0.01% | +606 | New |
| Claret Asset Management Corp | 604 | $233.0K | 0.03% | −449−42.6% | Reduced |
| Penserra Capital Management LLC | 607 | $233.0K | 0.00% | +11+1.8% | Added |
| Summit Wealth Group LLC | 604 | $232.8K | 0.02% | +604 | New |
| Cypress Capital Group | 604 | $232.8K | 0.02% | +604 | New |
| Brendel Financial Advisors LLC | 604 | $232.8K | 0.11% | +604 | New |
| Capstone Wealth Management, LLC | 602 | $232.1K | 0.11% | +602 | New |
| Prospect Financial Group LLC | 600 | $231.3K | 0.19% | +600 | New |
| McAdam, LLC | 594 | $229.0K | 0.01% | +594 | New |
| Symmetry Partners, LLC | 591 | $227.9K | 0.01% | +591 | New |
| Wealthcare Advisory Partners LLC | 590 | $227.6K | 0.00% | +590 | New |
| Ewa, LLC | 588 | $226.8K | 0.04% | +588 | New |
| Hamilton Point Investment Advisors, LLC | 585 | $225.5K | 0.03% | +585 | New |
| FourThought Financial Partners, LLC | 585 | $225.5K | 0.02% | +585 | New |
| Angeles Wealth Management, LLC | 583 | $224.7K | 0.01% | +583 | New |
| Keebeck Alpha, LP | 581 | $224.0K | 0.47% | +581 | New |
| Lawood & Co | 581 | $224.0K | 0.15% | +581 | New |
| Cogent Private Wealth, Inc. | 578 | $222.9K | 0.14% | +578 | New |
| Ausdal Financial Partners, Inc. | 575 | $221.8K | 0.01% | +575 | New |
| Klingman & Associates, LLC | 574 | $221.3K | 0.01% | +574 | New |
| Northwest Wealth Management, LLC | 572 | $220.5K | 0.03% | +572 | New |
| Trust Investment Advisors | 571 | $220.2K | 0.11% | +571 | New |
| Winter & Associates, Inc. | 562 | $216.6K | 0.16% | +562 | New |
| Cambient Family Office, LLC | 561 | $216.2K | 0.03% | +561 | New |
