| Legacy Edge Advisors, LLC | 477 | $290.6K | 0.03% | −2−0.4% | Reduced |
| RW Investment Management LLC | 476 | $290.0K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 476 | $290.0K | 0.04% | −10−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 475 | $289.4K | 0.00% | −48−9.2% | Reduced |
| Indie Asset Partners, LLC | 475 | $289.4K | 0.39% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 474 | $288.8K | 0.12% | −5−1.0% | Reduced |
| Linscomb & Williams, Inc. | 472 | $287.8K | 0.01% | +2+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 471 | $286.7K | 0.04% | −3−0.6% | Reduced |
| J.Safra Asset Management Corp | 470 | $286.4K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 473 | $286.2K | 0.03% | −1−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 481 | $285.9K | 0.03% | +6+1.3% | Added |
| Cohen Investment Advisors LLC | 468 | $285.2K | 0.14% | −549−54.0% | Reduced |
| Orion Capital Management LLC | 468 | $285.2K | 0.10% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 467 | $284.8K | 0.11% | +2+0.4% | Added |
| Eisler Capital Management Ltd. | 466 | $284.3K | 0.01% | +205+78.5% | Added |
| Investment Advisory Services Inc | 466 | $284.1K | 0.09% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 465 | $283.3K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 463 | $282.2K | 0.02% | −58−11.1% | Reduced |
| Waterloo Capital, L.P. | 461 | $280.7K | 0.02% | +28+6.5% | Added |
| Fountainhead AM, LLC | 460 | $280.6K | 0.04% | −37−7.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 456 | $277.9K | 0.06% | +456 | New |
| TD Private Client Wealth LLC | 456 | $277.9K | 0.01% | +6+1.3% | Added |
| VisionPoint Advisory Group, LLC | 456 | $277.9K | 0.06% | +13+2.9% | Added |
| S.A. Mason LLC | 455 | $277.2K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 455 | $276.9K | 0.01% | +455 | New |
| Pine Valley Investments Ltd Liability Co | 453 | $276.0K | 0.01% | −14−3.0% | Reduced |
| Sterling Capital Management LLC | 453 | $276.0K | 0.00% | +1+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 452 | $275.6K | 0.15% | −7−1.5% | Reduced |
| Janney Capital Management LLC | 452 | $275.0K | 0.02% | −243−35.0% | Reduced |
| Innovative Wealth Building LLC | 449 | $273.3K | 0.21% | +2+0.4% | Added |
| Seven Mile Advisory | 448 | $273.1K | 0.04% | +448 | New |
| Rosenberg Matthew Hamilton | 448 | $273.0K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 448 | $273.0K | 0.03% | +14+3.2% | Added |
| Flagship Harbor Advisors, LLC | 447 | $272.6K | 0.01% | −2−0.4% | Reduced |
| Elgethun Capital Management | 449 | $271.4K | 0.05% | +1+0.2% | Added |
| Brogan Financial, Inc. | 445 | $271.0K | 0.12% | +2+0.5% | Added |
| Chapman Financial Group, LLC | 444 | $270.5K | 0.19% | 00.0% | Unchanged |
| Park National Corp | 443 | $269.9K | 0.01% | −37−7.7% | Reduced |
| Inscription Capital, LLC | 442 | $269.3K | 0.03% | −5−1.1% | Reduced |
| Permanent Capital Management, LP | 442 | $269.3K | 0.05% | +442 | New |
| Signal Advisors Wealth, LLC | 441 | $268.5K | 0.02% | +441 | New |
| Investment Advisory Group, LLC | 440 | $268.1K | 0.07% | −20−4.3% | Reduced |
| Trueblood Wealth Management, LLC | 439 | $267.8K | 0.10% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 442 | $267.6K | 0.04% | +442 | New |
| Alteri Wealth LLC | 438 | $267.1K | 0.09% | +12+2.8% | Added |
| Canal Capital Management, LLC | 437 | $266.4K | 0.04% | +1+0.2% | Added |
| Apexium Financial, LP | 437 | $266.3K | 0.01% | −64−12.8% | Reduced |
| Cromwell Holdings LLC | 437 | $266.3K | 0.14% | 00.0% | Unchanged |
| Insight 2811, Inc. | 436 | $265.7K | 0.12% | +5+1.2% | Added |
| Everpar Advisors LLC | 435 | $265.1K | 0.10% | +8+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 433 | $263.8K | 0.02% | −36−7.7% | Reduced |
| Lakeridge Wealth Management LLC | 433 | $263.8K | 0.12% | +1+0.2% | Added |
| Putney Financial Group LLC | 432 | $263.2K | 0.26% | +184+74.2% | Added |
| Papp L Roy & Associates | 432 | $262.9K | 0.03% | +432 | New |
| Cherry Creek Investment Advisors, Inc. | 432 | $262.9K | 0.11% | +2+0.5% | Added |
| Rooted Wealth Advisors, Inc. | 430 | $262.4K | 0.08% | +430 | New |
| Darden Wealth Group Inc | 430 | $262.0K | 0.14% | 00.0% | Unchanged |
| Plancorp, LLC | 429 | $261.3K | 0.01% | +7+1.7% | Added |
| Revisor Wealth Management LLC | 411 | $260.9K | 0.09% | +11+2.8% | Added |
| Berger Financial Group, Inc | 428 | $260.8K | 0.02% | +428 | New |
| Tidemark, LLC | 427 | $260.2K | 0.08% | +43+11.2% | Added |
| Klingman & Associates, LLC | 426 | $259.6K | 0.01% | +20+4.9% | Added |
| Dougherty Wealth Advisers LLC | 426 | $259.6K | 0.17% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 425 | $259.0K | 0.12% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 423 | $258.0K | 0.03% | −23−5.2% | Reduced |
| Resonant Capital Advisors, LLC | 421 | $256.5K | 0.01% | +421 | New |
| Ingalls & Snyder LLC | 420 | $256.0K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 420 | $256.0K | 0.01% | +12+2.9% | Added |
| Quadrant Private Wealth Management, LLC | 420 | $255.8K | 0.05% | +420 | New |
| Sterling Investment Advisors, Ltd. | 417 | $254.2K | 0.05% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 417 | $254.1K | 0.04% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 416 | $253.2K | 0.05% | +2+0.5% | Added |
| Sovran Advisors, LLC | 435 | $251.9K | 0.02% | −68−13.5% | Reduced |
| Guardian Wealth Advisors, LLC | 413 | $251.8K | 0.02% | −1−0.2% | Reduced |
| Dearborn Partners LLC | 413 | $251.8K | 0.01% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 412 | $251.3K | 0.11% | +1+0.2% | Added |
| Longboard Asset Management, LP | 412 | $251.0K | 0.41% | 00.0% | Unchanged |
| West Wealth Group, LLC | 412 | $251.0K | 0.06% | +17+4.3% | Added |
| Institute for Wealth Management, LLC. | 410 | $249.6K | 0.03% | −1−0.2% | Reduced |
| Embree Financial Group | 409 | $249.2K | 0.03% | +409 | New |
| Marathon Capital Management | 407 | $248.0K | 0.06% | 00.0% | Unchanged |
| Old Mission Capital LLC | 406 | $247.4K | 0.01% | +406 | New |
| Davidson Trust Co | 405 | $246.8K | 0.10% | +405 | New |
| Stablepoint Partners, LLC | 404 | $246.2K | 0.04% | −21−4.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 401 | $244.5K | 0.02% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 402 | $243.6K | 0.10% | +1+0.2% | Added |
| RMR Capital Management, LLC | 399 | $243.1K | 0.17% | +399 | New |
| Southland Equity Partners LLC | 398 | $242.6K | 0.05% | +398 | New |
| Foster Victor Wealth Advisors, LLC | 398 | $242.6K | 0.02% | −2−0.5% | Reduced |
| Valmark Advisers, Inc. | 396 | $241.0K | 0.00% | +396 | New |
| Tritonpoint Wealth, LLC | 396 | $241.0K | 0.02% | +396 | New |
| a16z Perennial Management, L.P. | 393 | $239.5K | 0.02% | +393 | New |
| Grant Private Wealth Management Inc | 393 | $239.5K | 0.15% | +393 | New |
| QTR Family Wealth, LLC | 392 | $239.1K | 0.11% | +392 | New |
| CRA Financial Services, LLC | 389 | $237.0K | 0.03% | +389 | New |
| Beirne Wealth Consulting Services, LLC | 387 | $236.7K | 0.06% | +387 | New |
| Coastline Trust Co | 386 | $235.2K | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 386 | $235.2K | 0.04% | +386 | New |
| Topsail Wealth Management, LLC | 386 | $235.2K | 0.04% | +386 | New |
| Buck Wealth Strategies, LLC | 386 | $234.9K | 0.03% | −18−4.5% | Reduced |
