| Private Capital Advisors, Inc. | 204 | $241.9K | 0.03% | +204 | New |
| Allegheny Financial Group LTD | 203 | $240.7K | 0.06% | +2+1.0% | Added |
| Jacobi Capital Management LLC | 203 | $240.7K | 0.02% | +23+12.8% | Added |
| Money Concepts Capital Corp | 203 | $240.7K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 203 | $240.7K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 203 | $240.7K | 0.02% | +5+2.5% | Added |
| Marcum Wealth, LLC | 202 | $239.5K | 0.02% | +1+0.5% | Added |
| Black Diamond Financial, LLC | 201 | $238.3K | 0.04% | −42−17.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 201 | $238.3K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 201 | $238.0K | 0.04% | +2+1.0% | Added |
| Belpointe Asset Management LLC | 210 | $237.4K | 0.01% | +1+0.5% | Added |
| ABLE Financial Group, LLC | 200 | $237.2K | 0.07% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 200 | $237.2K | 0.05% | +200 | New |
| City Holding Co | 200 | $237.2K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 200 | $237.0K | 0.04% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 198 | $234.8K | 0.00% | +8+4.2% | Added |
| Hutchinson Capital Management | 198 | $234.8K | 0.04% | +198 | New |
| Hemington Wealth Management | 198 | $234.0K | 0.06% | +5+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 195 | $231.2K | 0.01% | +2+1.0% | Added |
| Global Retirement Partners, LLC | 195 | $231.2K | 0.01% | +5+2.6% | Added |
| Bridges Investment Management Inc | 193 | $228.9K | 0.00% | +3+1.6% | Added |
| Park Place Capital Corp | 193 | $228.9K | 0.06% | −5−2.5% | Reduced |
| Delta Investment Management, LLC | 193 | $228.9K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 193 | $228.9K | 0.01% | +1+0.5% | Added |
| Union Savings Bank | 193 | $228.9K | 0.11% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 190 | $225.3K | 0.07% | −6−3.1% | Reduced |
| Klingenstein Fields & Co LP | 190 | $225.3K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 189 | $224.1K | 0.14% | −2−1.0% | Reduced |
| Angeles Wealth Management, LLC | 189 | $224.1K | 0.02% | +189 | New |
| NWF Advisory Services Inc. | 189 | $224.1K | 0.03% | +189 | New |
| Alta Advisers Ltd | 188 | $222.9K | 0.14% | −12−6.0% | Reduced |
| McGowan Group Asset Management, Inc. | 188 | $222.9K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 187 | $221.7K | 0.00% | +187 | New |
| Franklin Street Advisors Inc | 186 | $221.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 186 | $220.6K | 0.05% | +1+0.5% | Added |
| Echo45 Advisors LLC | 183 | $220.4K | 0.14% | +183 | New |
| Aspiriant, LLC | 185 | $219.4K | 0.01% | +185 | New |
| PFW Advisors LLC | 185 | $219.4K | 0.07% | +185 | New |
| Creative Financial Designs Inc | 184 | $218.2K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 183 | $217.0K | 0.04% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 183 | $217.0K | 0.19% | +4+2.2% | Added |
| Keystone Financial Group | 183 | $217.0K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 182 | $215.8K | 0.01% | −31−14.6% | Reduced |
| Intrua Financial, LLC | 182 | $215.8K | 0.04% | −9−4.7% | Reduced |
| Cromwell Holdings LLC | 182 | $215.8K | 0.12% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 182 | $215.8K | 0.01% | +182 | New |
| Great Valley Advisor Group, Inc. | 181 | $215.1K | 0.00% | −13−6.7% | Reduced |
| AdvisorNet Financial, Inc | 181 | $214.6K | 0.02% | −13−6.7% | Reduced |
| Diversify Advisory Services, LLC | 179 | $214.4K | 0.01% | +179 | New |
| Trust Co of Vermont | 180 | $213.4K | 0.01% | +12+7.1% | Added |
| Pinnacle Financial Partners Inc | 179 | $212.3K | 0.00% | −4−2.2% | Reduced |
| Modera Wealth Management, LLC | 178 | $211.5K | 0.00% | +178 | New |
| GW Henssler & Associates Ltd | 183 | $210.7K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 177 | $210.0K | 0.02% | +177 | New |
| Sound Income Strategies, LLC | 177 | $209.9K | 0.01% | 00.0% | Unchanged |
| Center For Asset Management LLC | 177 | $209.9K | 0.14% | +177 | New |
| Castle Rock Wealth Management, LLC | 159 | $209.7K | 0.05% | +159 | New |
| SageView Advisory Group, LLC | 176 | $208.7K | 0.01% | +176 | New |
| Elm3 Financial Group, LLC | 176 | $208.7K | 0.18% | +176 | New |
| Bingham Private Wealth, LLC | 176 | $208.7K | 0.22% | +176 | New |
| Full Sail Capital, LLC | 175 | $207.5K | 0.01% | 00.0% | Unchanged |
| Advisory Resource Group | 175 | $207.5K | 0.04% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 175 | $207.5K | 0.24% | +104+146.5% | Added |
| Polymer Capital Management (US) LLC | 175 | $207.5K | 0.07% | +175 | New |
| ZWJ Investment Counsel Inc | 174 | $206.3K | 0.01% | +174 | New |
| Riversedge Advisors, LLC | 174 | $206.3K | 0.05% | +174 | New |
| SkyView Investment Advisors, LLC | 174 | $206.0K | 0.03% | −710−80.3% | Reduced |
| Insight Advisors, LLC | 174 | $205.3K | 0.04% | +174 | New |
| Gateway Investment Advisers LLC | 173 | $205.1K | 0.00% | −28−13.9% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 173 | $205.1K | 0.12% | +173 | New |
| Independent Financial Group, LLC | 172 | $204.0K | 0.01% | +172 | New |
| Opal Wealth Advisors, LLC | 171 | $202.8K | 0.06% | +171 | New |
| Rosenberg Matthew Hamilton | 170 | $201.6K | 0.05% | +30+21.4% | Added |
| Moran Wealth Management, LLC | 170 | $201.6K | 0.01% | +170 | New |
| Fielder Capital Group LLC | 170 | $201.6K | 0.06% | +170 | New |
| Personal Cfo Solutions, LLC | 169 | $200.4K | 0.04% | +169 | New |
| TD Private Client Wealth LLC | 167 | $198.0K | 0.01% | −22−11.6% | Reduced |
| American National Bank | 162 | $192.1K | 0.02% | −104−39.1% | Reduced |
| LRI Investments, LLC | 157 | $186.7K | 0.02% | −91−36.7% | Reduced |
| Grove Bank & Trust | 156 | $185.0K | 0.03% | +42+36.8% | Added |
| Asset Dedication, LLC | 155 | $183.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 154 | $182.6K | 0.00% | −1−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $170.0K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 143 | $169.6K | 0.03% | −1−0.7% | Reduced |
| Private Wealth Management Group, LLC | 141 | $167.2K | 0.06% | −32−18.5% | Reduced |
| Avalon Trust Co | 141 | $167.2K | 0.01% | +41+41.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 139 | $165.0K | 0.00% | −472−77.3% | Reduced |
| WR Wealth Planners, LLC | 139 | $164.8K | 0.05% | 00.0% | Unchanged |
| Fund 1 Investments, LLC | 138 | $163.6K | 0.02% | +138 | New |
| Farmers & Merchants Investments Inc | 135 | $160.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 135 | $160.1K | 0.06% | 00.0% | Unchanged |
| Curio Wealth, LLC | 134 | $158.9K | 0.09% | +134 | New |
| CoreCap Advisors, LLC | 129 | $153.0K | 0.01% | −47−26.7% | Reduced |
| R Squared Ltd | 120 | $142.3K | 0.14% | +120 | New |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $142.0K | 0.11% | +3+2.6% | Added |
| Aventura Private Wealth, LLC | 117 | $138.7K | 0.07% | +117 | New |
| Harbor Investment Advisory, LLC | 116 | $137.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 116 | $137.6K | 0.02% | +13+12.6% | Added |
| Venturi Wealth Management, LLC | 113 | $134.0K | 0.01% | −2−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 113 | $134.0K | 0.04% | −1−0.9% | Reduced |
