| Foundations Investment Advisors, LLC | 221 | $578.5K | 0.01% | +112+102.8% | Added |
| Wilkinson Global Asset Management LLC | 221 | $577.6K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 219 | $572.4K | 0.04% | +24+12.3% | Added |
| RMR Wealth Builders | 217 | $568.4K | 0.05% | −2−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 217 | $567.2K | 0.16% | +76+53.9% | Added |
| Masso Torrence Wealth Management Inc. | 216 | $564.5K | 0.26% | +41+23.4% | Added |
| Regatta Capital Group, LLC | 216 | $564.1K | 0.10% | −22−9.2% | Reduced |
| Two Sigma Securities, LLC | 215 | $561.9K | 0.07% | −306−58.7% | Reduced |
| Alpha Family Trust | 215 | $561.9K | 0.28% | 00.0% | Unchanged |
| Highview Capital Management LLC | 214 | $559.3K | 0.22% | +214 | New |
| Stephens Investment Management Group LLC | 213 | $556.7K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 213 | $556.7K | 0.08% | +9+4.4% | Added |
| Mission Wealth Management, LP | 212 | $555.4K | 0.01% | −47−18.1% | Reduced |
| Gibraltar Capital Management, Inc. | 212 | $554.1K | 0.11% | +212 | New |
| Capstone Investment Advisors, LLC | 211 | $551.5K | 0.00% | +211 | New |
| Mane Global Capital Management LP | 207 | $541.0K | 0.02% | −62−23.0% | Reduced |
| Kestra Private Wealth Services, LLC | 207 | $541.0K | 0.01% | −4−1.9% | Reduced |
| Balanced Rock Investment Advisor | 205 | $535.8K | 0.42% | −6−2.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 205 | $535.8K | 0.04% | +6+3.0% | Added |
| Boreal Capital Management LLC | 205 | $535.8K | 0.44% | +205 | New |
| Atlantic Union Bankshares Corp | 204 | $533.2K | 0.01% | +99+94.3% | Added |
| Norden Group LLC | 203 | $530.6K | 0.06% | −16−7.3% | Reduced |
| Perennial Investment Advisors, LLC | 203 | $530.6K | 0.05% | −1−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 203 | $530.6K | 0.03% | −8−3.8% | Reduced |
| Change Path, LLC | 202 | $528.0K | 0.01% | +75+59.1% | Added |
| Prescott Group Capital Management, L.L.C. | 202 | $528.0K | 0.06% | +64+46.4% | Added |
| George Kaiser Family Foundation | 202 | $528.0K | 0.08% | +64+46.4% | Added |
| Evoke Wealth, LLC | 202 | $528.0K | 0.01% | +72+55.4% | Added |
| HB Wealth Management, LLC | 201 | $525.3K | 0.00% | −149−42.6% | Reduced |
| Patron Partners Advisors, LLC | 201 | $525.3K | 0.26% | +11+5.8% | Added |
| Montgomery Investment Management Inc | 200 | $522.7K | 0.20% | 00.0% | Unchanged |
| New Capital Management LP | 200 | $522.7K | 0.15% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 200 | $522.7K | 0.48% | +200 | New |
| Cross Staff Investments Inc | 200 | $522.7K | 0.39% | +200 | New |
| Compass Wealth Management, LLC | 200 | $522.7K | 0.28% | +200 | New |
| 1620 Investment Advisors, Inc. | 198 | $517.6K | 0.37% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 198 | $517.5K | 0.07% | +4+2.1% | Added |
| Glen Eagle Advisors, LLC | 196 | $512.3K | 0.08% | 00.0% | Unchanged |
| Sig Brokerage, LP | 193 | $504.4K | 0.14% | −65−25.2% | Reduced |
| Summitry LLC | 192 | $501.8K | 0.02% | +31+19.3% | Added |
| Kingswood Wealth Advisors, LLC | 191 | $499.2K | 0.04% | −45−19.1% | Reduced |
| Global Retirement Partners, LLC | 191 | $499.2K | 0.01% | +191 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 191 | $499.2K | 0.03% | +191 | New |
| Jackson Wealth Management, LLC | 191 | $499.0K | 0.05% | +191 | New |
| Confluence Investment Management LLC | 190 | $496.6K | 0.01% | −14−6.9% | Reduced |
| First Horizon Advisors, Inc. | 189 | $494.7K | 0.01% | +30+18.9% | Added |
| Bordeaux Wealth Advisors LLC | 189 | $494.0K | 0.06% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 189 | $494.0K | 0.31% | −70−27.0% | Reduced |
| Adell Harriman & Carpenter Inc | 188 | $491.4K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 188 | $491.4K | 0.19% | +5+2.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 188 | $491.3K | 0.01% | +38+25.3% | Added |
| Avant Financial Advisors LLC | 186 | $486.1K | 0.40% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 186 | $486.1K | 0.23% | +27+17.0% | Added |
| NFP Retirement, Inc. | 185 | $483.5K | 0.03% | 00.0% | Unchanged |
| Miller Financial Services LLC | 184 | $480.9K | 0.61% | −30−14.0% | Reduced |
| Gladstone Institutional Advisory LLC | 184 | $480.9K | 0.02% | −5−2.6% | Reduced |
| Meixler Investment Management, Ltd. | 184 | $480.9K | 0.33% | −1−0.5% | Reduced |
| Tectonic Advisors LLC | 184 | $480.9K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 182 | $475.7K | 0.14% | +43+30.9% | Added |
| FineMark National Bank & Trust | 182 | $475.7K | 0.02% | +182 | New |
| Forefront Wealth Partners, LLC | 277 | $471.0K | 0.32% | −25−8.3% | Reduced |
| Graypoint LLC | 180 | $470.5K | 0.03% | −1−0.6% | Reduced |
| Silver Oak Securities, Inc | 180 | $470.5K | 0.04% | +180 | New |
| Goldstein Advisors, LLC | 179 | $467.8K | 0.06% | −5−2.7% | Reduced |
| Fullcircle Wealth LLC | 194 | $464.8K | 0.17% | −51−20.8% | Reduced |
| Meridian Wealth Management, LLC | 178 | $464.6K | 0.02% | +33+22.8% | Added |
| Wealth Management Associates, Inc. | 176 | $460.0K | 0.18% | 00.0% | Unchanged |
| Aries Wealth Management | 175 | $457.4K | 0.12% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 175 | $457.4K | 0.22% | +175 | New |
| Quintet Private Bank (Europe) S.A. | 174 | $454.8K | 0.03% | +20+13.0% | Added |
| Wallace Advisory Group, LLC | 233 | $454.6K | 0.33% | +35+17.7% | Added |
| J.Safra Asset Management Corp | 172 | $449.5K | 0.03% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 172 | $449.5K | 0.31% | 00.0% | Unchanged |
| Family Management Corp | 171 | $446.9K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 170 | $444.3K | 0.34% | +24+16.4% | Added |
| Gamco Investors, Inc. Et Al | 170 | $444.3K | 0.00% | +30+21.4% | Added |
| MAI Capital Management | 169 | $442.8K | 0.00% | +33+24.3% | Added |
| National Asset Management, Inc. | 169 | $441.7K | 0.02% | −388−69.7% | Reduced |
| Resolute Partners Group | 169 | $441.7K | 0.11% | +3+1.8% | Added |
| Acorn Financial Advisory Services Inc | 168 | $440.4K | 0.07% | −11−6.1% | Reduced |
| Altrafin AG | 168 | $439.1K | 0.15% | −54−24.3% | Reduced |
| Independence Bank of Kentucky | 168 | $439.1K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 168 | $439.0K | 0.03% | −16−8.7% | Reduced |
| Bestgate Wealth Advisors, LLC | 223 | $435.0K | 0.90% | 00.0% | Unchanged |
| Wealth Effects LLC | 166 | $433.9K | 0.16% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 166 | $433.9K | 0.03% | +41+32.8% | Added |
| Midwest Trust Co | 164 | $428.6K | 0.01% | +164 | New |
| Dorsey & Whitney Trust CO LLC | 162 | $424.0K | 0.02% | −11−6.4% | Reduced |
| Brighton Jones LLC | 162 | $423.5K | 0.01% | +36+28.6% | Added |
| Catalyst Private Wealth, LLC | 162 | $423.4K | 0.19% | −201−55.4% | Reduced |
| Johnson Investment Counsel Inc | 162 | $423.4K | 0.00% | +162 | New |
| Greykasell Wealth Strategies, Inc. | 161 | $420.1K | 0.20% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 160 | $418.3K | 0.00% | +6+3.9% | Added |
| Redwood Financial Network Corp | 160 | $418.2K | 0.28% | 00.0% | Unchanged |
| Diligent Investors, LLC | 160 | $418.2K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 160 | $418.2K | 0.03% | +36+29.0% | Added |
| Empire Financial Management Company, LLC | 160 | $418.2K | 0.12% | −24−13.0% | Reduced |
| Net Worth Advisory Group | 160 | $417.3K | 0.09% | +1+0.6% | Added |
| Maridea Wealth Management LLC | 158 | $413.1K | 0.11% | +158 | New |
| Sonora Investment Management Group, LLC | 158 | $413.0K | 0.03% | −10−6.0% | Reduced |
