| Moller Financial Services | 748 | $232.5K | 0.05% | +748 | New |
| Ceera Investments, LLC | 747 | $232.2K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 814 | $232.1K | 0.12% | −350−30.1% | Reduced |
| Middleton & Co Inc | 746 | $232.0K | 0.03% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 745 | $231.7K | 0.04% | +745 | New |
| Wellspring Financial Advisors, LLC | 743 | $230.9K | 0.02% | −100−11.9% | Reduced |
| Manske Wealth Management | 742 | $230.7K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 742 | $230.7K | 0.15% | 00.0% | Unchanged |
| Dynamic Financial Group | 742 | $230.6K | 0.19% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 740 | $229.9K | 0.07% | −107−12.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 739 | $229.5K | 0.06% | +14+1.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 738 | $229.4K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 738 | $229.3K | 0.05% | −153−17.2% | Reduced |
| Weaver Consulting Group | 738 | $229.2K | 0.05% | −66−8.2% | Reduced |
| Wealth Management Partners, LLC | 737 | $229.1K | 0.07% | +737 | New |
| Harel Insurance Investments & Financial Services Ltd. | 737 | $229.0K | 0.00% | +500+211.0% | Added |
| Seven Springs Wealth Group, LLC | 735 | $228.4K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 734 | $228.3K | 0.05% | +143+24.2% | Added |
| Triton Wealth Management, PLLC | 745 | $228.2K | 0.08% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 734 | $228.1K | 0.12% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 733 | $227.8K | 0.02% | −17−2.3% | Reduced |
| My Purposeful Wealth Corp. | 732 | $227.3K | 0.05% | +732 | New |
| Agate Pass Investment Management, LLC | 731 | $227.2K | 0.09% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 731 | $227.1K | 0.12% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 729 | $227.0K | 0.00% | +18+2.5% | Added |
| Custos Family Office, LLC | 730 | $226.9K | 0.16% | +43+6.3% | Added |
| Marex Group plc | 730 | $226.9K | 0.00% | −14−1.9% | Reduced |
| Aletheian Wealth Advisors LLC | 729 | $226.6K | 0.11% | +729 | New |
| Altar Rock LLC | 729 | $226.6K | 0.27% | +729 | New |
| Tranquility Partners, LLC | 728 | $226.3K | 0.09% | +728 | New |
| Sivia Capital Partners, LLC | 727 | $225.9K | 0.04% | −1,405−65.9% | Reduced |
| Drucker Wealth 3.0, LLC | 727 | $225.9K | 0.04% | −155−17.6% | Reduced |
| JSF Financial, LLC | 726 | $225.5K | 0.04% | −25−3.3% | Reduced |
| BDFS Capital LLC | 725 | $225.4K | 0.11% | +725 | New |
| Frazier Financial Advisors, LLC | 725 | $225.4K | 0.12% | +111+18.1% | Added |
| DecisionMap Wealth Management, LLC | 725 | $225.3K | 0.15% | −52−6.7% | Reduced |
| Knollwood Investment Advisory, LLC | 725 | $225.3K | 0.02% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 724 | $225.0K | 0.15% | +27+3.9% | Added |
| Greater Midwest Financial Group, LLC | 724 | $225.0K | 0.12% | +4+0.6% | Added |
| May Barnhard Investments LLC | 723 | $224.7K | 0.11% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 723 | $224.7K | 0.06% | −49−6.3% | Reduced |
| Spartan Planning & Wealth Management | 723 | $224.6K | 0.17% | −709−49.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 722 | $224.6K | 0.12% | 00.0% | Unchanged |
| Mason & Associates Inc | 726 | $224.0K | 0.04% | −55−7.0% | Reduced |
| Arsenal Capital Advisors LLC | 720 | $223.8K | 0.16% | +19+2.7% | Added |
| RM Financial Services, LLC | 720 | $223.8K | 0.19% | −64−8.2% | Reduced |
| Ducere Wealth Management LLC | 720 | $223.6K | 0.09% | −27−3.6% | Reduced |
| Teamwork Financial Advisors, LLC | 719 | $223.3K | 0.02% | +63+9.6% | Added |
| BlueSky Wealth Advisors, LLC | 718 | $223.2K | 0.03% | +1+0.1% | Added |
| Western Reserve Capital Management, LLC | 718 | $223.1K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 718 | $223.1K | 0.07% | +718 | New |
| Financial Futures Ltd Liability Co. | 716 | $222.5K | 0.10% | +716 | New |
| Safir Wealth Advisors, LLC | 715 | $222.2K | 0.16% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 715 | $222.2K | 0.07% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 713 | $221.6K | 0.16% | +4+0.6% | Added |
| Austin Wealth Management, LLC | 714 | $221.2K | 0.05% | −85−10.6% | Reduced |
| Second Half Financial Partners, LLC | 711 | $221.0K | 0.10% | −24−3.3% | Reduced |
| Shira Ridge Wealth Management | 706 | $219.4K | 0.09% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 706 | $219.4K | 0.05% | +28+4.1% | Added |
| Tennessee Valley Asset Management Partners | 705 | $219.2K | 0.03% | −29−4.0% | Reduced |
| Barrett & Company, Inc. | 705 | $219.1K | 0.08% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 704 | $218.8K | 0.07% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 702 | $218.2K | 0.00% | −9−1.3% | Reduced |
| Studio Investment Management LLC | 702 | $218.2K | 0.04% | −6−0.8% | Reduced |
| Ellevest, Inc. | 702 | $218.2K | 0.03% | +702 | New |
| Financial Council Asset Management Inc | 700 | $217.6K | 0.08% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 700 | $217.5K | 0.06% | −36−4.9% | Reduced |
| Clearwave Capital, LLC | 699 | $217.1K | 0.15% | +699 | New |
| Palisades Hudson Asset Management, L.P. | 700 | $217.0K | 0.08% | −481−40.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 698 | $216.9K | 0.21% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 696 | $216.3K | 0.05% | +696 | New |
| Everest Financial Group LLC | 696 | $216.2K | 0.04% | +696 | New |
| P.A.W. Capital Corp | 700 | $216.1K | 0.17% | +700 | New |
| New England Professional Planning Group Inc. | 694 | $215.7K | 0.09% | −100−12.6% | Reduced |
| Capital Investment Management, Inc. | 693 | $215.5K | 0.07% | −3−0.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 693 | $215.5K | 0.10% | +693 | New |
| Roof Eidam & Maycock | 693 | $215.4K | 0.05% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 693 | $215.3K | 0.06% | −140−16.8% | Reduced |
| Harfst & Associates, Inc. | 692 | $215.1K | 0.04% | −3,094−81.7% | Reduced |
| Southern Capital Advisors, LLC | 692 | $215.1K | 0.10% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 690 | $214.4K | 0.07% | −1−0.1% | Reduced |
| Home Federal Bank of Tennessee | 689 | $214.1K | 0.05% | −60−8.0% | Reduced |
| Gibson Wealth Advisors LLC | 687 | $213.5K | 0.14% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 686 | $213.3K | 0.02% | +6+0.9% | Added |
| Elmwood Wealth Management, Inc. | 685 | $212.9K | 0.06% | +20+3.0% | Added |
| Consilio Wealth Advisors, LLC | 683 | $212.3K | 0.06% | +683 | New |
| Financial Advisory Corp | 682 | $212.0K | 0.03% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 682 | $211.9K | 0.09% | +4+0.6% | Added |
| Chris Bulman Inc | 681 | $211.6K | 0.09% | −105−13.4% | Reduced |
| Beacon Financial Group | 680 | $211.4K | 0.02% | +680 | New |
| Eurizon SLJ Capital Ltd | 680 | $211.3K | 0.10% | −1,063−61.0% | Reduced |
| OakTrust Wealth Advisors, LLC | 680 | $211.3K | 0.19% | 00.0% | Unchanged |
| Bauman Advisory Group, LLC | 679 | $211.1K | 0.15% | −98−12.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 678 | $210.7K | 0.17% | +3+0.4% | Added |
| Crown Wealth Group, LLC | 678 | $210.7K | 0.06% | +678 | New |
| St. Clair Advisors, LLC | 677 | $210.4K | 0.06% | −150−18.1% | Reduced |
| Bayforest Capital Ltd | 676 | $210.1K | 0.24% | −322−32.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 675 | $210.0K | 0.07% | +50+8.0% | Added |
| Tandem Capital Management Corp | 675 | $209.8K | 0.11% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 674 | $209.4K | 0.03% | −238−26.1% | Reduced |
