| Coyle Financial Counsel LLC | 630 | $727.2K | 0.13% | +630 | New |
| Fogel Capital Management, Inc. | 630 | $727.2K | 0.29% | +630 | New |
| Old North State Trust, LLC | 630 | $727.0K | 0.37% | −31−4.7% | Reduced |
| Channel Wealth LLC | 629 | $726.0K | 0.16% | −74−10.5% | Reduced |
| TSA Wealth Managment LLC | 627 | $723.7K | 0.20% | +627 | New |
| AIMZ Investment Advisors, LLC | 626 | $722.6K | 0.20% | +626 | New |
| Leisure Capital Management | 625 | $721.4K | 0.23% | −28−4.3% | Reduced |
| Hardy Reed LLC | 625 | $721.4K | 0.05% | +18+3.0% | Added |
| WorthPointe, LLC | 624 | $720.3K | 0.18% | −1,115−64.1% | Reduced |
| JPL Wealth Management, LLC | 624 | $720.2K | 0.14% | +170+37.4% | Added |
| Wellington-Altus USA Inc. | 2,116 | $714.9K | 0.52% | +1,762+497.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 619 | $714.5K | 0.56% | +619 | New |
| Element Wealth, LLC | 616 | $711.0K | 0.27% | +616 | New |
| Investmark Advisory Group LLC | 615 | $709.6K | 0.27% | +615 | New |
| Beckerman Institutional, LLC | 614 | $708.7K | 0.34% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,096 | $708.2K | 0.03% | +102+5.1% | Added |
| Morton Capital Management LLC | 613 | $707.9K | 0.10% | −34−5.3% | Reduced |
| Pegasus Asset Management, Inc. | 610 | $704.1K | 0.20% | 00.0% | Unchanged |
| QVT Financial LP | 610 | $704.1K | 0.05% | +610 | New |
| Harvest Investment Services, LLC | 610 | $704.1K | 0.11% | +610 | New |
| Myriad Asset Management US LP | 609 | $703.0K | 0.97% | −1,010−62.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 607 | $701.2K | 0.22% | −67−9.9% | Reduced |
| Retirement Planning Group, LLC | 607 | $700.9K | 0.38% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 607 | $700.7K | 0.26% | +607 | New |
| ARK & TLK Investments, LLC | 606 | $699.5K | 0.17% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 606 | $699.5K | 0.18% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 606 | $699.5K | 0.30% | +606 | New |
| Capital & Planning, LLC | 605 | $698.5K | 0.36% | −16−2.6% | Reduced |
| CCG Wealth Management, LLC | 605 | $698.4K | 0.16% | +605 | New |
| Navalign, LLC | 605 | $698.3K | 0.16% | +5+0.8% | Added |
| Baring Financial LLC | 603 | $696.6K | 0.38% | −374−38.3% | Reduced |
| Capula Management Ltd | 603 | $696.0K | 0.00% | −21,242−97.2% | Reduced |
| Prospect Financial Group LLC | 603 | $696.0K | 0.56% | −60−9.0% | Reduced |
| Altar Rock LLC | 603 | $696.0K | 1.02% | −3−0.5% | Reduced |
| Ogorek Anthony Joseph | 602 | $695.0K | 0.17% | −270−31.0% | Reduced |
| Wiser Wealth Management, Inc | 601 | $693.7K | 0.13% | +601 | New |
| 21 West Wealth Management LLC | 600 | $692.6K | 0.59% | −15−2.4% | Reduced |
| Howard Capital Management Group, LLC | 600 | $692.6K | 0.04% | +600 | New |
| Keystone Investors Pte Ltd | 600 | $692.6K | 0.04% | +600 | New |
| Financial Advisors Network, Inc. | 599 | $691.2K | 0.08% | +599 | New |
| James J. Burns & Company, LLC | 597 | $689.6K | 0.07% | +597 | New |
| Lodestar Private Asset Management LLC | 597 | $689.1K | 0.06% | +597 | New |
| Manske Wealth Management | 597 | $689.1K | 0.17% | +597 | New |
| Hayek Kallen Investment Management | 597 | $689.0K | 0.21% | −160−21.1% | Reduced |
| Cpwa, LLC | 595 | $686.9K | 0.80% | +114+23.7% | Added |
| Golden Road Advisors LLC | 595 | $686.8K | 0.33% | +595 | New |
| Strategic Family Wealth Counselors, L.L.C. | 594 | $685.6K | 0.16% | −9−1.5% | Reduced |
| Rollins Financial Advisors, LLC | 594 | $685.4K | 0.09% | +594 | New |
| Jefferies Financial Group Inc. | 593 | $684.5K | 0.01% | −39,656−98.5% | Reduced |
| WBH Advisory Inc | 593 | $683.9K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 592 | $683.3K | 0.32% | +592 | New |
| XY Planning Network, Inc. | 592 | $683.3K | 0.09% | +592 | New |
| Parkwoods Wealth Partners, LLC | 592 | $683.3K | 0.11% | +592 | New |
| Mission Financial Group, LLC | 591 | $681.7K | 0.57% | +591 | New |
| Vision Financial Markets LLC | 660 | $680.5K | 0.59% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 589 | $679.9K | 0.57% | −201−25.4% | Reduced |
| Petros Family Wealth, LLC | 589 | $679.9K | 0.42% | +589 | New |
| Rose Capital Advisors LLC | 586 | $676.9K | 0.36% | +586 | New |
| TMB Capital Partners, LLC | 586 | $676.2K | 0.21% | −290−33.1% | Reduced |
| West Wealth Group, LLC | 585 | $675.5K | 0.11% | +585 | New |
| Prentice Wealth Management LLC | 584 | $674.3K | 0.14% | −501−46.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 584 | $674.1K | 0.13% | −90−13.4% | Reduced |
| Quarry LP | 584 | $674.1K | 0.11% | −1,568−72.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 584 | $674.1K | 0.11% | +584 | New |
| Hanlon Investment Management, Inc. | 583 | $673.0K | 0.36% | −9−1.5% | Reduced |
| Oxford Financial Group Ltd | 583 | $673.0K | 0.03% | +583 | New |
| Trueblood Wealth Management, LLC | 581 | $670.6K | 0.23% | −53−8.4% | Reduced |
| Oakmont Advisory Group, LLC | 580 | $669.1K | 0.56% | −294−33.6% | Reduced |
| R Squared Ltd | 579 | $668.3K | 0.35% | −3,417−85.5% | Reduced |
| NBH Bank | 579 | $668.3K | 0.28% | +579 | New |
| Michels Family Financial, LLC | 578 | $667.5K | 0.43% | +578 | New |
| Cogent Strategic Wealth LLC | 578 | $667.2K | 0.64% | −151−20.7% | Reduced |
| Manhattan West Asset Management, LLC | 578 | $667.2K | 0.11% | +578 | New |
| Disciplined Investments, LLC | 578 | $667.1K | 0.22% | +578 | New |
| Arta Finance Wealth Management LLC | 577 | $665.9K | 0.29% | −25−4.2% | Reduced |
| Ducere Wealth Management LLC | 576 | $665.0K | 0.20% | +576 | New |
| Brown Wealth Management, LLC | 576 | $664.9K | 0.15% | +576 | New |
| Warren Street Wealth Advisors, LLC | 576 | $664.9K | 0.15% | +576 | New |
| Real Talk Capital, LLC | 575 | $663.7K | 0.49% | −365−38.8% | Reduced |
| Richmond Investment Services, LLC | 573 | $661.5K | 0.21% | −694−54.8% | Reduced |
| Madson Wealth Advisors Inc | 572 | $660.4K | 0.45% | −100−14.9% | Reduced |
| Tyche Wealth Partners LLC | 572 | $660.4K | 0.09% | +572 | New |
| Up Capital Management, Inc. | 572 | $660.3K | 0.51% | +572 | New |
| Slagle Financial, LLC | 570 | $658.0K | 0.20% | +570 | New |
| Vaughan & Co Securities, Inc. | 569 | $656.8K | 0.31% | +569 | New |
| American Institute for Advanced Investment Management, LLP | 568 | $655.6K | 0.38% | +568 | New |
| Cross Staff Investments Inc | 567 | $654.5K | 0.39% | +567 | New |
| Momentous Wealth Management, Inc. | 566 | $653.3K | 0.33% | +566 | New |
| Grandview Asset Management LLC | 565 | $652.4K | 0.16% | +565 | New |
| Focused Wealth Management, Inc | 565 | $652.3K | 0.06% | +249+78.8% | Added |
| First Western Trust Bank | 565 | $652.2K | 0.03% | −259−31.4% | Reduced |
| Maripau Wealth Management LLC | 565 | $651.7K | 0.23% | −72−11.3% | Reduced |
| Traub Capital Management LLC | 564 | $651.0K | 0.58% | −92−14.0% | Reduced |
| Granite Bay Wealth Management, LLC | 564 | $650.0K | 0.06% | +564 | New |
| Claris Advisors, LLC | 563 | $649.9K | 0.17% | −153−21.4% | Reduced |
| Nadler Financial Group, Inc. | 562 | $649.3K | 0.06% | −158−21.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 559 | $645.0K | 0.22% | +559 | New |
| Greenland Capital Management LP | 558 | $644.1K | 0.12% | −3,815−87.2% | Reduced |
| Strive Financial Group ,LLC | 558 | $644.1K | 0.28% | +425+319.5% | Added |
| NBZ Investment Advisors LLC | 558 | $644.1K | 0.25% | +558 | New |
