| Resonant Capital Advisors, LLC | 809 | $251.0K | 0.01% | +809 | New |
| BBR Partners, LLC | 808 | $250.7K | 0.01% | −33−3.9% | Reduced |
| Paragon Capital Management Ltd | 807 | $250.4K | 0.05% | +1+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 807 | $250.4K | 0.06% | +807 | New |
| Keystone Financial Group | 807 | $250.2K | 0.02% | −470−36.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 806 | $250.0K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 805 | $249.8K | 0.02% | +4+0.5% | Added |
| Sunpointe, LLC | 803 | $249.1K | 0.08% | +803 | New |
| Financial Advisors Network, Inc. | 802 | $248.8K | 0.03% | 00.0% | Unchanged |
| Expressive Wealth LLC | 802 | $248.8K | 0.27% | +802 | New |
| Taylor Securities Services, Inc. | 802 | $248.8K | 0.11% | +802 | New |
| SOA Wealth Advisors, LLC. | 802 | $248.7K | 0.04% | +2+0.3% | Added |
| UMA Financial Services, Inc. | 802 | $248.7K | 0.03% | +26+3.4% | Added |
| Purpose Unlimited Inc. | 800 | $248.2K | 0.01% | +800 | New |
| Golden State Wealth Management, LLC | 798 | $247.7K | 0.03% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 796 | $247.0K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 795 | $246.6K | 0.04% | −102−11.4% | Reduced |
| Dynamic Advisor Solutions LLC | 795 | $246.5K | 0.01% | +2+0.3% | Added |
| Westhampton Capital, LLC | 792 | $245.7K | 0.12% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 780 | $244.9K | 0.02% | +780 | New |
| Foster Group, Inc. | 789 | $244.8K | 0.01% | +8+1.0% | Added |
| VestGen Advisors, LLC | 787 | $244.2K | 0.01% | −2,597−76.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 784 | $243.2K | 0.06% | −14−1.8% | Reduced |
| Flputnam Investment Management Co | 783 | $242.9K | 0.00% | +3+0.4% | Added |
| Cromwell Holdings LLC | 772 | $239.5K | 0.13% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 765 | $237.3K | 0.02% | −60−7.3% | Reduced |
| Kelly Financial Group LLC | 760 | $235.8K | 0.06% | −20−2.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 759 | $235.5K | 0.13% | +349+85.1% | Added |
| Strid Group, LLC | 758 | $235.2K | 0.03% | +758 | New |
| Investment Advisory Services Inc | 755 | $234.1K | 0.07% | +755 | New |
| Midwest Trust Co | 750 | $232.7K | 0.00% | −112−13.0% | Reduced |
| Advyzon Investment Management, LLC | 747 | $231.7K | 0.03% | +747 | New |
| FSB Premier Wealth Management, Inc. | 742 | $230.3K | 0.07% | +742 | New |
| Yoffe Investment Management, LLC | 740 | $229.6K | 0.29% | +740 | New |
| Barnes Wealth Management Group, Inc | 737 | $228.6K | 0.12% | +737 | New |
| Opal Capital LLC | 687 | $227.7K | 0.06% | +687 | New |
| Toth Financial Advisory Corp | 731 | $226.8K | 0.02% | −81−10.0% | Reduced |
| Sentry Investment Management LLC | 730 | $226.0K | 0.15% | 00.0% | Unchanged |
| STAR Financial Bank | 723 | $224.3K | 0.11% | −52−6.7% | Reduced |
| Patton Fund Management, Inc. | 719 | $223.1K | 0.03% | −212−22.8% | Reduced |
| Strategic Wealth Designers | 719 | $223.0K | 0.03% | +719 | New |
| Burns J W & Co Inc | 715 | $221.8K | 0.02% | +715 | New |
| NorthStar Asset Management LLC | 715 | $221.8K | 0.10% | +715 | New |
| New Republic Capital, LLC | 714 | $221.4K | 0.06% | +714 | New |
| Moneta Group Investment Advisors LLC | 713 | $221.2K | 0.00% | +713 | New |
| Paragon Private Wealth Management, LLC | 712 | $220.8K | 0.07% | −78−9.9% | Reduced |
| Aegis Wealth Management LLC | 709 | $220.0K | 0.12% | +709 | New |
| Evergreen Wealth Solutions, LLC | 709 | $220.0K | 0.03% | +709 | New |
| Canopy Partners, LLC | 704 | $218.4K | 0.07% | +704 | New |
| First Foundation Advisors | 702 | $217.8K | 0.01% | +702 | New |
| Victrix Investment Advisors | 702 | $217.8K | 0.08% | +702 | New |
| Aufman Associates Inc | 702 | $217.7K | 0.11% | +702 | New |
| Genesis Private Wealth, LLC | 701 | $217.5K | 0.07% | −413−37.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 701 | $217.5K | 0.08% | +701 | New |
| Canvas Wealth Advisors, LLC | 700 | $217.3K | 0.04% | +700 | New |
| Private Wealth Group, LLC | 700 | $217.2K | 0.10% | +700 | New |
| Prosperity Wealth Management, Inc. | 700 | $217.2K | 0.07% | +700 | New |
| McHugh Group, LLC | 700 | $217.2K | 0.12% | +700 | New |
| Stonebridge Wealth Management, LLC | 700 | $217.2K | 0.21% | +700 | New |
| ProVise Management Group, LLC | 698 | $216.5K | 0.02% | +698 | New |
| Basecamp Wealth Advisors LLC | 697 | $216.2K | 0.05% | +697 | New |
| Onefund, LLC | 695 | $215.6K | 0.13% | +38+5.8% | Added |
| Davis R M Inc | 694 | $215.2K | 0.00% | +694 | New |
| Ofi Invest Asset Management | 808 | $213.4K | 0.00% | +808 | New |
| Income Insurance Ltd | 686 | $212.8K | 0.14% | +686 | New |
| Vantus Wealth LLC | 686 | $212.8K | 0.16% | +686 | New |
| WBH Advisory Inc | 682 | $211.6K | 0.02% | −356−34.3% | Reduced |
| Fielder Capital Group LLC | 679 | $210.7K | 0.04% | +679 | New |
| Gradient Capital Advisors, LLC | 678 | $210.3K | 0.05% | +678 | New |
| Keystone Financial Services, LLC | 677 | $210.0K | 0.14% | +677 | New |
| Southland Equity Partners LLC | 676 | $209.7K | 0.04% | +676 | New |
| Cherokee Insurance Co | 675 | $209.4K | 0.08% | +675 | New |
| Onyx Bridge Wealth Group LLC | 674 | $209.1K | 0.02% | +674 | New |
| Guidance Capital, Inc | 649 | $208.8K | 0.05% | +649 | New |
| Abacus Planning Group, Inc. | 672 | $208.5K | 0.03% | +672 | New |
| Neumann Capital Management, LLC | 667 | $206.9K | 0.06% | +667 | New |
| United Community Bank | 666 | $206.6K | 0.08% | −375−36.0% | Reduced |
| Busey Wealth Management | 666 | $206.6K | 0.01% | +666 | New |
| Ring Mountain Capital, LLC | 632 | $206.0K | 0.11% | +632 | New |
| Formidable Asset Management, LLC | 785 | $204.5K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 658 | $204.1K | 0.03% | −1,788−73.1% | Reduced |
| Portside Wealth Group, LLC | 658 | $204.0K | 0.03% | +658 | New |
| Boston Private Wealth LLC | 657 | $204.0K | 0.01% | +657 | New |
| Norris Perne & French LLP | 656 | $203.5K | 0.01% | −178−21.3% | Reduced |
| Nadler Financial Group, Inc. | 655 | $203.2K | 0.02% | +655 | New |
| Veracity Capital LLC | 650 | $201.7K | 0.06% | +650 | New |
| True North Advisors, LLC | 650 | $201.7K | 0.03% | +650 | New |
| Westco Advisory Services Inc | 649 | $201.3K | 0.12% | +649 | New |
| TSFG, LLC | 635 | $197.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 617 | $191.4K | 0.01% | −1,558−71.6% | Reduced |
| Versant Capital Management, Inc | 609 | $188.9K | 0.02% | +17+2.9% | Added |
| Hanson & Doremus Investment Management | 600 | $186.0K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 598 | $185.5K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 596 | $184.9K | 0.01% | −2,310−79.5% | Reduced |
| Armstrong Advisory Group, Inc | 582 | $180.6K | 0.01% | −44−7.0% | Reduced |
| Inlight Wealth Management, LLC | 572 | $177.5K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 560 | $173.7K | 0.03% | +242+76.1% | Added |
| AdvisorNet Financial, Inc | 558 | $173.1K | 0.01% | +40+7.7% | Added |
| Hughes Financial Services, LLC | 550 | $170.6K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 549 | $170.3K | 0.03% | 00.0% | Unchanged |
