| Diligent Investors, LLC | 1,086 | $232.0K | 0.06% | +1,086 | New |
| OneAscent Wealth Management LLC | 1,085 | $231.8K | 0.08% | +1,085 | New |
| waypoint wealth counsel | 1,084 | $231.6K | 0.12% | −373−25.6% | Reduced |
| Magnolia Private Wealth, LLC | 1,082 | $231.2K | 0.15% | +1,082 | New |
| Centerpoint Advisors, LLC | 1,080 | $231.0K | 0.08% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,079 | $230.5K | 0.10% | +1,079 | New |
| Momentous Wealth Management, Inc. | 1,077 | $230.1K | 0.13% | +1,077 | New |
| Washington Trust Bank | 1,076 | $229.9K | 0.02% | +1,076 | New |
| Colonial Trust Advisors | 1,075 | $229.7K | 0.02% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,073 | $229.3K | 0.18% | +1,073 | New |
| Councilmark Asset Management, LLC | 1,072 | $229.0K | 0.13% | +1,072 | New |
| Tiemann Investment Advisors, LLC | 1,070 | $228.6K | 0.09% | −50−4.5% | Reduced |
| Howe & Rusling Inc | 1,069 | $228.3K | 0.01% | +1,069 | New |
| Summit Wealth Group LLC | 1,068 | $228.2K | 0.02% | +1,068 | New |
| Johnson Financial Group, LLC | 1,067 | $228.0K | 0.02% | +1,067 | New |
| Galvin, Gaustad & Stein, LLC | 1,057 | $225.8K | 0.02% | −148−12.3% | Reduced |
| Manchester Financial Inc | 1,054 | $225.2K | 0.04% | +1,054 | New |
| Sunflower Bank, N.A. | 1,051 | $224.6K | 0.06% | +1,051 | New |
| Davidson Investment Advisors | 1,050 | $224.3K | 0.01% | +1,050 | New |
| Financial Solutions Advisory Group, Inc. | 1,050 | $224.3K | 0.03% | +1,050 | New |
| SK Wealth Management, LLC | 1,016 | $224.3K | 0.06% | 00.0% | Unchanged |
| Barings LLC | 1,046 | $223.5K | 0.00% | +1,046 | New |
| S Harris Financial Group, LLC | 1,044 | $223.0K | 0.20% | −701−40.2% | Reduced |
| Twelve Points Wealth Management LLC | 1,040 | $222.2K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 1,038 | $221.8K | 0.01% | +1,038 | New |
| JFS Wealth Advisors, LLC | 1,035 | $221.2K | 0.01% | −21−2.0% | Reduced |
| MQS Management LLC | 1,035 | $221.1K | 0.15% | +1,035 | New |
| Stablepoint Partners, LLC | 1,033 | $220.7K | 0.03% | +1,033 | New |
| Verde Capital Management | 1,029 | $219.9K | 0.05% | +1,029 | New |
| Mindset Wealth Management, LLC | 1,027 | $219.3K | 0.06% | +1,027 | New |
| PAX Financial Group, LLC | 1,026 | $219.2K | 0.04% | +1,026 | New |
| Green Harvest Asset Management LLC | 1,024 | $218.8K | 0.00% | +1,024 | New |
| Reyes Financial Architecture, Inc. | 1,023 | $218.6K | 0.18% | −451−30.6% | Reduced |
| Clark Asset Management, LLC | 1,022 | $218.4K | 0.02% | +1,022 | New |
| Fortitude Family Office, LLC | 1,020 | $217.9K | 0.05% | +81+8.6% | Added |
| First National Advisers, LLC | 1,020 | $217.9K | 0.03% | +1,020 | New |
| Essential Planning, LLC. | 1,020 | $217.9K | 0.07% | +1,020 | New |
| New Covenant Trust Company, N.A. | 1,020 | $217.9K | 0.19% | +1,020 | New |
| Crown Wealth Group, LLC | 1,019 | $217.7K | 0.06% | +1,019 | New |
| Militia Capital Management LLC | 1,018 | $217.5K | 0.05% | +1,018 | New |
| Safeguard Investment Advisory Group, LLC | 1,016 | $217.2K | 0.06% | +1,016 | New |
| DB&C Advisors, LLC | 1,016 | $217.1K | 0.28% | +1,016 | New |
| Gibraltar Capital Management, Inc. | 1,014 | $216.7K | 0.04% | +1,014 | New |
| Cherrydale Wealth Management, LLC | 1,014 | $216.7K | 0.07% | +1,014 | New |
| Nautilus Advisors LLC | 1,014 | $216.6K | 0.15% | +1,014 | New |
| J. Team Financial, Inc. | 1,012 | $216.3K | 0.24% | +1,012 | New |
| Harvest Investment Services, LLC | 1,012 | $216.2K | 0.04% | +1,012 | New |
| Curated Wealth Partners LLC | 1,012 | $216.2K | 0.03% | +1,012 | New |
| Key Financial Inc | 1,011 | $216.0K | 0.04% | +151+17.6% | Added |
| Schear Investment Advisers, LLC | 1,011 | $216.0K | 0.10% | +1,011 | New |
| Cascade Financial Partners, LLC | 1,009 | $215.6K | 0.02% | +1,009 | New |
| Madson Wealth Advisors Inc | 1,008 | $215.4K | 0.18% | +1,008 | New |
| Kaufman Rossin Wealth, LLC | 1,004 | $214.4K | 0.12% | −214−17.6% | Reduced |
| Calton & Associates, Inc. | 1,003 | $214.3K | 0.03% | +1,003 | New |
| Valley Forge Investment Consultants Inc Adv | 1,000 | $213.7K | 0.06% | +1,000 | New |
| Wilsey Asset Management Inc | 1,000 | $213.7K | 0.03% | +1,000 | New |
| Compass Wealth Management, LLC | 1,000 | $213.7K | 0.09% | +1,000 | New |
| KTF Investments, LLC | 1,000 | $213.7K | 0.04% | +1,000 | New |
| Holistic Financial Partners | 996 | $212.8K | 0.08% | +996 | New |
| Warwick Investment Management, Inc. | 994 | $212.4K | 0.03% | +994 | New |
| Patten Group, Inc. | 987 | $210.9K | 0.04% | +987 | New |
| Advisor Resource Council | 986 | $210.7K | 0.08% | −14−1.4% | Reduced |
| Oxford Wealth Group, LLC | 985 | $210.5K | 0.11% | +985 | New |
| Grandview Asset Management LLC | 985 | $210.4K | 0.06% | +985 | New |
| Beacon Capital Management, LLC | 981 | $209.6K | 0.04% | −935−48.8% | Reduced |
| Cornerstone Financial Group, LLC | 816 | $209.4K | 0.13% | −444−35.2% | Reduced |
| Phillips Financial Management, LLC | 979 | $209.2K | 0.02% | +979 | New |
| AGH Wealth Advisors, LLC | 979 | $209.2K | 0.15% | +979 | New |
| Certified Advisory Corp | 977 | $208.7K | 0.02% | +977 | New |
| Core Wealth Advisors, Inc. | 976 | $208.5K | 0.05% | +976 | New |
| Hartline Investment Corp | 975 | $208.3K | 0.02% | +975 | New |
| Echo45 Advisors LLC | 973 | $207.9K | 0.12% | +973 | New |
| Leslie Global Wealth, LLC | 971 | $207.5K | 0.11% | +971 | New |
| Summit Place Financial Advisors, LLC | 970 | $207.3K | 0.10% | +970 | New |
| Accel Wealth Management | 967 | $206.6K | 0.05% | +967 | New |
| Davidson Trust Co | 966 | $206.4K | 0.09% | +966 | New |
| Winthrop Advisory Group LLC | 959 | $205.1K | 0.02% | +959 | New |
| Archetype Wealth Partners | 960 | $205.0K | 0.03% | +960 | New |
| Innova Wealth Partners | 958 | $204.7K | 0.10% | +958 | New |
| FreeGulliver LLC | 958 | $204.7K | 0.09% | +958 | New |
| Greenline Wealth Management LLC | 957 | $204.5K | 0.24% | +53+5.9% | Added |
| ASB Consultores, LLC | 740 | $204.1K | 0.68% | +740 | New |
| Omnitrust Wealth Management, Inc | 955 | $204.0K | 0.26% | −489−33.9% | Reduced |
| Armstrong Advisory Group, Inc | 954 | $203.8K | 0.01% | −25−2.6% | Reduced |
| Hill Island Financial LLC | 954 | $203.8K | 0.05% | +954 | New |
| Abound Wealth Management | 953 | $203.7K | 0.05% | +22+2.4% | Added |
| Bienville Capital Management, LLC | 950 | $203.2K | 0.04% | −280−22.8% | Reduced |
| Berman McAleer LLC | 950 | $203.0K | 0.03% | +950 | New |
| Legacy Private Trust Co. | 949 | $202.8K | 0.01% | +949 | New |
| ABLE Financial Group, LLC | 944 | $201.7K | 0.04% | +944 | New |
| Charter Oak Capital Management, LLC | 944 | $201.6K | 0.02% | +944 | New |
| Montz Harcus Wealth Management LLC | 943 | $201.5K | 0.08% | +943 | New |
| Redhawk Wealth Advisors, Inc. | 942 | $201.4K | 0.02% | +942 | New |
| Titleist Asset Management, LLC | 940 | $200.7K | 0.02% | +940 | New |
| Rosenberg Matthew Hamilton | 939 | $200.6K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 939 | $200.5K | 0.03% | +175+22.9% | Added |
| Bay Harbor Wealth Management, LLC | 929 | $198.5K | 0.05% | −283−23.3% | Reduced |
| Activest Wealth Management | 914 | $195.3K | 0.03% | −654−41.7% | Reduced |
| Independence Bank of Kentucky | 910 | $194.4K | 0.02% | −150−14.2% | Reduced |
| ORG Wealth Partners, LLC | 888 | $189.7K | 0.04% | +756+572.7% | Added |
