| Ullmann Financial Group, Inc. | 834 | $281.0K | 0.08% | +56+7.2% | Added |
| Sunburst Financial Group, LLC | 834 | $281.0K | 0.14% | +834 | New |
| MPS Loria Financial Planners, LLC | 835 | $280.0K | 0.11% | −9−1.1% | Reduced |
| Biechele Royce Advisors | 833 | $280.0K | 0.11% | 00.0% | Unchanged |
| BCM Advisors, LLC | 892 | $279.0K | 0.07% | +52+6.2% | Added |
| Hirtle Callaghan & Co LLC | 827 | $278.0K | 0.01% | +827 | New |
| PrairieView Partners, LLC | 824 | $277.0K | 0.04% | +276+50.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 820 | $276.0K | 0.14% | +30+3.8% | Added |
| Intelligence Driven Advisers, LLC | 920 | $276.0K | 0.05% | +920 | New |
| Hayek Kallen Investment Management | 818 | $275.0K | 0.10% | −350−30.0% | Reduced |
| Poehling Capital Management, LLC | 817 | $275.0K | 0.09% | −107−11.6% | Reduced |
| Tanager Wealth Management LLP | 818 | $275.0K | 0.21% | +818 | New |
| MTM Investment Management, LLC | 814 | $274.0K | 0.13% | −15−1.8% | Reduced |
| Abbot Financial Management, Inc. | 815 | $274.0K | 0.12% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 814 | $274.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 814 | $274.0K | 0.21% | +183+29.0% | Added |
| Ifrah Financial Services, Inc. | 811 | $273.0K | 0.07% | −213−20.8% | Reduced |
| Droms Strauss Advisors Inc | 810 | $273.0K | 0.12% | −14−1.7% | Reduced |
| Facet Wealth, Inc. | 812 | $273.0K | 0.03% | +812 | New |
| Eldridge Investment Advisors, Inc. | 810 | $272.0K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 812 | $272.0K | 0.02% | +117+16.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 805 | $271.0K | 0.14% | +175+27.8% | Added |
| Mountain Pacific Investment Advisers Inc | 803 | $270.0K | 0.02% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 804 | $270.0K | 0.14% | +104+14.9% | Added |
| Investmark Advisory Group LLC | 804 | $270.0K | 0.25% | +804 | New |
| AtlasMark Financial, Inc | 800 | $269.1K | 0.33% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 799 | $269.0K | 0.04% | −142−15.1% | Reduced |
| Granite Bay Wealth Management, LLC | 795 | $267.0K | 0.26% | +795 | New |
| Mitchell & Pahl Private Wealth, LLC | 789 | $265.0K | 0.17% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 787 | $265.0K | 0.10% | +787 | New |
| Capstone Triton Financial Group, LLC | 761 | $262.0K | 0.53% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 777 | $261.0K | 0.15% | −505−39.4% | Reduced |
| Derbend Asset Management | 776 | $261.0K | 0.25% | −470−37.7% | Reduced |
| Round Table Services, LLC | 775 | $261.0K | 0.05% | −120−13.4% | Reduced |
| Monolith Advisors | 777 | $261.0K | 0.21% | +777 | New |
| Bridge Advisory, LLC | 770 | $259.0K | 0.12% | −7−0.9% | Reduced |
| Keystone Wealth Services, LLC | 769 | $259.0K | 0.11% | +769 | New |
| Wealthcare Capital Management LLC | 768 | $258.0K | 0.02% | +29+3.9% | Added |
| Bell Rock Capital LLC | 767 | $258.0K | 0.19% | +767 | New |
| Financial Synergies Wealth Advisors, Inc. | 767 | $258.0K | 0.04% | −425−35.7% | Reduced |
| Laurion Capital Management LP | 765 | $257.0K | 0.00% | −10,394−93.1% | Reduced |
| LVM Capital Management Ltd | 764 | $257.0K | 0.03% | −248−24.5% | Reduced |
| Barton Investment Management | 765 | $257.0K | 0.02% | +765 | New |
| Tradewinds, LLC. | 726 | $257.0K | 0.30% | +726 | New |
| Gries Financial LLC | 760 | $256.0K | 0.10% | −329−30.2% | Reduced |
| Ford Financial Group, LLC | 762 | $256.0K | 0.09% | −116−13.2% | Reduced |
| Willow Creek Wealth Management Inc. | 760 | $256.0K | 0.05% | −2−0.3% | Reduced |
| HGK Asset Management Inc | 760 | $256.0K | 0.08% | +760 | New |
| Roof Eidam & Maycock | 757 | $255.0K | 0.09% | −42−5.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 754 | $254.0K | 0.07% | +754 | New |
| West Bancorporation Inc | 751 | $253.0K | 0.20% | +751 | New |
| Aspire Wealth Management Corp | 753 | $253.0K | 0.20% | +753 | New |
| Cordasco Financial Network | 750 | $252.0K | 0.16% | −55−6.8% | Reduced |
| Personal Wealth Partners | 748 | $252.0K | 0.10% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 748 | $252.0K | 0.17% | +748 | New |
| Integral Investment Advisors, Inc. | 747 | $251.0K | 0.18% | +747 | New |
| TrueWealth Advisors, LLC | 744 | $250.0K | 0.11% | +744 | New |
| Northcape Wealth Management, LLC | 744 | $250.0K | 0.08% | +744 | New |
| Front Barnett Associates LLC | 741 | $249.0K | 0.02% | −40−5.1% | Reduced |
| Monarch Capital Management Inc | 739 | $249.0K | 0.06% | −21−2.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 739 | $249.0K | 0.02% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 740 | $249.0K | 0.01% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 738 | $248.0K | 0.09% | +738 | New |
| Trust Co of Oklahoma | 736 | $247.6K | 0.08% | −10−1.3% | Reduced |
| Summit Wealth Group, LLC | 733 | $247.0K | 0.28% | −161−18.0% | Reduced |
| Augustine Asset Management Inc | 734 | $247.0K | 0.12% | −14−1.9% | Reduced |
| IMPACTfolio, LLC | 735 | $247.0K | 0.22% | +735 | New |
| Empirical Asset Management, LLC | 733 | $247.0K | 0.24% | +733 | New |
| Capstone Financial Advisors, Inc. | 732 | $246.0K | 0.02% | −94−11.4% | Reduced |
| Level Financial Advisors, Inc. | 727 | $245.0K | 0.19% | +727 | New |
| Eagle Harbor Asset Management Inc | 727 | $244.5K | 0.32% | +727 | New |
| Pinnacle Family Advisors, LLC | 725 | $244.0K | 0.11% | −423−36.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 726 | $244.0K | 0.12% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 726 | $244.0K | 0.14% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 724 | $243.5K | 0.15% | +50+7.4% | Added |
| Wealth Management Partners, LLC | 1,000 | $243.0K | 0.17% | +1,000 | New |
| West Wealth Group, LLC | 725 | $243.0K | 0.09% | +725 | New |
| Zevenbergen Capital Investments LLC | 720 | $242.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 714 | $240.2K | 0.12% | −25−3.4% | Reduced |
| Ellenbecker Investment Group | 716 | $240.0K | 0.07% | +716 | New |
| Apeiron RIA LLC | 713 | $240.0K | 0.10% | +713 | New |
| KWMG, LLC | 712 | $239.0K | 0.03% | −1−0.1% | Reduced |
| Sweet Financial Partners, LLC | 712 | $239.0K | 0.10% | +712 | New |
| HC Financial Advisors Inc | 708 | $238.0K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 705 | $237.0K | 0.03% | +45+6.8% | Added |
| Old North State Wealth Management, LLC | 703 | $236.5K | 0.24% | +703 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 703 | $236.0K | 0.13% | +8+1.2% | Added |
| Cassady Schiller Wealth Management, LLC | 701 | $236.0K | 0.14% | +701 | New |
| Verity & Verity, LLC | 699 | $235.0K | 0.03% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 698 | $235.0K | 0.17% | +698 | New |
| New Capital Management LP | 697 | $234.0K | 0.12% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 693 | $233.0K | 0.08% | −2−0.3% | Reduced |
| Barry Investment Advisors, LLC | 689 | $232.0K | 0.06% | +12+1.8% | Added |
| Presidio Capital Management, LLC | 689 | $232.0K | 0.20% | +689 | New |
| Brendel Financial Advisors LLC | 687 | $231.0K | 0.12% | −194−22.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 687 | $231.0K | 0.22% | +687 | New |
| Spectrum Planning & Advisory Services Inc. | 687 | $231.0K | 0.21% | +687 | New |
| Alphasimplex Group, LLC | 683 | $230.0K | 0.39% | −416−37.9% | Reduced |
| Noesis Capital Mangement Corp | 684 | $230.0K | 0.05% | −277−28.8% | Reduced |
| Evolutionary Tree Capital Management, LLC | 685 | $230.0K | 0.11% | 00.0% | Unchanged |
