| Meridian Wealth Partners, LLC | 742 | $321.5K | 0.04% | +742 | New |
| Investment Research & Advisory Group, Inc. | 702 | $320.8K | 0.10% | +23+3.4% | Added |
| ASB Consultores, LLC | 740 | $320.7K | 0.98% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 740 | $320.6K | 0.17% | +740 | New |
| Stelac Advisory Services LLC | 739 | $320.4K | 0.06% | 00.0% | Unchanged |
| Landaas & Co | 739 | $320.2K | 0.06% | +739 | New |
| PlanVest Financial, Inc | 735 | $318.5K | 0.21% | +185+33.6% | Added |
| Tru Independence Asset Management 2, LLC | 734 | $318.3K | 0.17% | +734 | New |
| Parkwoods Wealth Partners, LLC | 734 | $318.1K | 0.05% | +734 | New |
| Onyx Bridge Wealth Group LLC | 734 | $317.9K | 0.03% | +734 | New |
| Capstone Wealth Management, LLC | 733 | $317.6K | 0.15% | +733 | New |
| Strategic Financial Partners, Ltd. | 732 | $317.2K | 0.12% | +732 | New |
| Bluedoor Private Wealth, LLC | 732 | $317.2K | 0.13% | +732 | New |
| Heritage Wealth Advisors | 730 | $316.3K | 0.01% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 730 | $316.3K | 0.21% | +730 | New |
| Sun Financial Inc | 1,032 | $316.2K | 0.15% | −4,885−82.6% | Reduced |
| Octavia Wealth Advisors, LLC | 726 | $314.8K | 0.03% | +726 | New |
| Trilogy Capital Inc. | 725 | $314.2K | 0.01% | +725 | New |
| Global Strategic Investment Solutions, LLC | 722 | $312.9K | 0.03% | +722 | New |
| Novare Capital Management LLC | 722 | $312.8K | 0.02% | +722 | New |
| SK Wealth Management, LLC | 1,018 | $312.0K | 0.07% | +2+0.2% | Added |
| First United Bank Trust | 720 | $312.0K | 0.09% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 720 | $312.0K | 0.19% | +720 | New |
| RiverGlades Family Offices LLC | 720 | $312.0K | 0.14% | +720 | New |
| Blodgett Wealth Advisors, LLC | 720 | $312.0K | 0.21% | +720 | New |
| Seros Financial, LLC | 720 | $312.0K | 0.16% | +720 | New |
| Kanawha Capital Management LLC | 719 | $311.6K | 0.02% | +719 | New |
| Horizon Wealth Management, LLC | 713 | $309.0K | 0.04% | +713 | New |
| Rubicon Advisors, GP | 713 | $309.0K | 0.23% | +713 | New |
| Beverly Hills Private Wealth, LLC | 713 | $309.0K | 0.06% | +713 | New |
| Laurel Oak Wealth Management, LLC | 711 | $308.1K | 0.04% | +711 | New |
| Values Added Financial LLC | 709 | $307.2K | 0.11% | +709 | New |
| Cascade Investment Group, Inc. | 708 | $306.8K | 0.17% | +708 | New |
| Permanens Capital L.P. | 706 | $306.1K | 0.03% | +706 | New |
| Conrad Siegel Investment Advisors, Inc. | 705 | $305.5K | 0.05% | +705 | New |
| Capital Investment Counsel, LLC | 705 | $305.5K | 0.04% | +705 | New |
| Corps Capital Advisors, LLC | 705 | $305.5K | 0.25% | +705 | New |
| Heritage Wealth Management, Inc. | 703 | $304.6K | 0.15% | +703 | New |
| Capstone Capital Wealth Advisors | 702 | $304.2K | 0.17% | +702 | New |
| Archetype Wealth Partners | 702 | $304.0K | 0.04% | −258−26.9% | Reduced |
| Souders Financial Advisors | 701 | $303.8K | 0.03% | +701 | New |
| Fonville Wealth Management LLC | 701 | $303.8K | 0.05% | +701 | New |
| Barnes Dennig Private Wealth Management LLC | 701 | $303.8K | 0.24% | −19−2.6% | Reduced |
| Longview Financial Advisors LLC | 700 | $303.3K | 0.15% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 700 | $303.3K | 0.02% | +700 | New |
| Argentarii, LLC | 973 | $303.0K | 0.09% | +973 | New |
| Betterment LLC | 700 | $303.0K | 0.00% | +700 | New |
| Advisortrust Partners, LLC | 699 | $302.9K | 0.10% | +699 | New |
| Berkeley Capital Partners, LLC | 697 | $302.0K | 0.06% | +697 | New |
| D L Carlson Investment Group Inc | 697 | $302.0K | 0.05% | +697 | New |
| Chris Bulman Inc | 695 | $301.2K | 0.11% | +695 | New |
| ORG Wealth Partners, LLC | 695 | $301.1K | 0.05% | −193−21.7% | Reduced |
| SLT Holdings LLC | 693 | $300.4K | 0.19% | +693 | New |
| Revisor Wealth Management LLC | 692 | $300.0K | 0.07% | +692 | New |
| Saiph Capital, LLC | 692 | $299.9K | 0.09% | +692 | New |
| Hopwood Financial Services, Inc. | 690 | $299.0K | 0.17% | +690 | New |
| Prospect Financial Group LLC | 688 | $298.1K | 0.24% | +688 | New |
| My Purposeful Wealth Corp. | 687 | $297.7K | 0.06% | +687 | New |
| Elevated Capital Advisors, LLC | 687 | $297.7K | 0.08% | −116−14.4% | Reduced |
| Instrumental Wealth, LLC | 684 | $296.6K | 0.15% | +684 | New |
| Dividend Assets Capital, LLC | 682 | $295.5K | 0.06% | +682 | New |
| Veridan Wealth LLC | 681 | $295.0K | 0.10% | +681 | New |
| Alpha Zero LLC | 919 | $295.0K | 0.11% | +919 | New |
| City State Bank | 680 | $294.7K | 0.07% | −660−49.3% | Reduced |
| Independent Wealth Network Inc. | 680 | $294.7K | 0.07% | +680 | New |
| Chancellor Financial Group WB LP | 680 | $294.7K | 0.18% | +680 | New |
| Vilga Financial Planning LLC | 677 | $293.4K | 0.22% | +677 | New |
| Rasp Wealth Solutions, LLC | 675 | $292.3K | 0.10% | +675 | New |
| Foguth Wealth Management, LLC. | 951 | $291.8K | 0.03% | +5+0.5% | Added |
| Lee Financial Co | 672 | $291.2K | 0.04% | +672 | New |
| Holistic Financial Partners | 672 | $291.2K | 0.18% | −324−32.5% | Reduced |
| Belvedere Trading LLC | 672 | $291.2K | 0.02% | +672 | New |
| Able Wealth Management LLC | 671 | $290.8K | 0.07% | +671 | New |
| Forty-three Eighteen Advisors, LLC | 670 | $290.3K | 0.20% | +670 | New |
| Welch Financial Planning, LLC | 669 | $289.9K | 0.17% | +669 | New |
| Eagle Bay Advisors LLC | 668 | $289.7K | 0.22% | +668 | New |
| Krane Funds Advisors LLC | 668 | $289.5K | 0.01% | +668 | New |
| True Wealth Design, LLC | 667 | $289.0K | 0.07% | −44−6.2% | Reduced |
| Advance Capital Management, Inc. | 666 | $288.8K | 0.01% | +666 | New |
| TFB Advisors LLC | 666 | $288.6K | 0.13% | +666 | New |
| Lavelle Capital LP | 666 | $288.6K | 0.15% | +666 | New |
| Stonebridge Financial Group, LLC | 664 | $287.8K | 0.19% | +664 | New |
| Everest Management Corp. | 664 | $287.7K | 0.11% | +664 | New |
| Vantus Wealth LLC | 663 | $287.3K | 0.15% | +663 | New |
| Continental Investors Services, Inc. | 933 | $286.9K | 0.22% | +30+3.3% | Added |
| Occidental Asset Management, LLC | 661 | $286.6K | 0.03% | +661 | New |
| Arthur M. Cohen & Associates, LLC | 660 | $286.0K | 0.04% | +660 | New |
| Sargent Investment Group, LLC | 657 | $284.7K | 0.03% | +657 | New |
| Royal Harbor Partners, LLC | 657 | $284.7K | 0.09% | +657 | New |
| Evexia Wealth LLC | 963 | $283.9K | 0.08% | −722−42.8% | Reduced |
| Goldstone Financial Group, LLC | 653 | $283.2K | 0.03% | +653 | New |
| Bell Investment Advisors, Inc | 651 | $282.1K | 0.04% | +14+2.2% | Added |
| Washington Trust Advisors, Inc. | 650 | $281.7K | 0.02% | −93−12.5% | Reduced |
| Schubert & Co | 647 | $280.4K | 0.19% | +647 | New |
| Smith Chas P & Associates Pa Cpas | 647 | $280.4K | 0.01% | +647 | New |
| Rainier Family Wealth Inc | 646 | $279.9K | 0.16% | +646 | New |
| Summit Financial Wealth Advisors, LLC | 645 | $279.5K | 0.04% | +645 | New |
| Financial Freedom, LLC | 641 | $277.9K | 0.13% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 640 | $277.5K | 0.01% | +640 | New |
| Guardian Partners Inc. | 640 | $277.3K | 0.03% | +640 | New |
