| Cypress Wealth Services, LLC | 894 | $304.9K | 0.04% | +894 | New |
| MinichMacGregor Wealth Management, LLC | 891 | $304.1K | 0.05% | +891 | New |
| Wayfinding Financial, LLC | 893 | $304.0K | 0.12% | +893 | New |
| Rise Advisors, LLC | 890 | $303.5K | 0.09% | +890 | New |
| Gray Private Wealth, LLC | 890 | $303.5K | 0.13% | +890 | New |
| Associated Banc-Corp | 890 | $303.5K | 0.01% | −512−36.5% | Reduced |
| HBW Advisory Services LLC | 888 | $302.8K | 0.03% | −992−52.8% | Reduced |
| Green Square Capital Advisors LLC | 887 | $302.5K | 0.03% | +887 | New |
| Mayfair Advisory Group, LLC | 930 | $301.1K | 0.09% | +930 | New |
| Wealthspan Partners, LLC | 882 | $300.8K | 0.09% | +882 | New |
| Benchmark Financial Wealth Advisors, LLC | 878 | $299.4K | 0.07% | +878 | New |
| Infrastructure Capital Advisors, LLC | 877 | $299.1K | 0.02% | +877 | New |
| Maimon Wealth Management Ltd. | 876 | $298.7K | 0.23% | +876 | New |
| Oakworth Capital, Inc. | 873 | $298.4K | 0.01% | +55+6.7% | Added |
| Argent Advisors, Inc. | 875 | $298.4K | 0.07% | +875 | New |
| Wealthcare Capital Management LLC | 874 | $298.1K | 0.03% | +874 | New |
| Aldebaran Financial Inc. | 873 | $297.7K | 0.24% | +873 | New |
| Twelve Points Wealth Management LLC | 872 | $297.4K | 0.06% | +872 | New |
| Schnieders Capital Management, LLC. | 872 | $297.4K | 0.04% | +872 | New |
| Shikiar Asset Management Inc | 872 | $297.0K | 0.08% | −297−25.4% | Reduced |
| Stonekeep Investments, LLC | 872 | $297.0K | 0.17% | +872 | New |
| Keystone Wealth Services, LLC | 871 | $296.9K | 0.06% | +871 | New |
| Brucke Financial, Inc. | 868 | $296.0K | 0.13% | +868 | New |
| DLK Investment Management, LLC | 872 | $295.6K | 0.13% | −1,103−55.8% | Reduced |
| Ballast Rock Private Wealth LLC | 864 | $294.6K | 0.14% | +864 | New |
| Valley National Advisers Inc | 861 | $293.6K | 0.03% | +349+68.2% | Added |
| SilverOak Wealth Management LLC | 861 | $293.6K | 0.04% | +861 | New |
| Salomon & Ludwin, LLC | 833 | $293.2K | 0.02% | +249+42.6% | Added |
| Sunbeam Capital Management, LLC | 858 | $292.4K | 0.13% | +858 | New |
| Quartz Partners, LLC | 857 | $292.3K | 0.10% | +857 | New |
| MBE Wealth Management, LLC | 857 | $292.3K | 0.10% | +857 | New |
| Wrapmanager Inc | 855 | $291.6K | 0.09% | +855 | New |
| Copley Financial Group, Inc. | 855 | $291.6K | 0.18% | +855 | New |
| Centennial Wealth Advisory LLC | 855 | $291.6K | 0.06% | +855 | New |
| Van Diest Capital, LLC | 853 | $291.0K | 0.26% | +853 | New |
| Centurion Wealth Management LLC | 853 | $290.9K | 0.07% | −596−41.1% | Reduced |
| MQS Management LLC | 850 | $289.9K | 0.35% | −1,406−62.3% | Reduced |
| BTG Pactual Asset Management US LLC | 850 | $289.9K | 0.02% | +850 | New |
| Cottage Street Advisors LLC | 850 | $289.9K | 0.11% | +850 | New |
| DeDora Capital, Inc. | 850 | $289.9K | 0.06% | +850 | New |
| Atlas Brown,Inc. | 841 | $287.0K | 0.08% | +841 | New |
| High Net Worth Advisory Group LLC | 839 | $286.1K | 0.06% | +839 | New |
| Central Pacific Bank - Trust Division | 838 | $285.8K | 0.03% | −122−12.7% | Reduced |
| Southeast Asset Advisors Inc. | 838 | $285.8K | 0.03% | +838 | New |
| Callahan Advisors, LLC | 838 | $285.8K | 0.02% | +838 | New |
| Ironwood Investment Counsel, LLC | 837 | $285.4K | 0.04% | +837 | New |
| Five Oceans Advisors | 836 | $285.1K | 0.09% | +836 | New |
| Ellis Investment Partners, LLC | 835 | $284.9K | 0.04% | +835 | New |
| Integris Wealth Management, LLC | 832 | $283.7K | 0.06% | +832 | New |
| Bensler, LLC | 832 | $283.7K | 0.03% | +832 | New |
| BAM Wealth Management, LLC | 831 | $283.4K | 0.18% | −596−41.8% | Reduced |
| DSM Capital Partners LLC | 831 | $283.4K | 0.00% | +831 | New |
| RFG - Bristol Wealth Advisors, LLC | 831 | $283.4K | 0.07% | +831 | New |
| Total Wealth Planning & Management, Inc. | 830 | $283.0K | 0.21% | +830 | New |
| New Insight Wealth Advisors | 828 | $282.4K | 0.08% | +828 | New |
| Vaughan David Investments LLC | 826 | $282.0K | 0.01% | +826 | New |
| AA Financial Advisors, LLC | 825 | $281.3K | 0.03% | +825 | New |
| Signet Private Wealth LLC | 824 | $281.0K | 0.22% | +824 | New |
| Price Financial Group Wealth Management, Inc | 805 | $280.2K | 4.66% | +14+1.8% | Added |
| Triton Wealth Management, PLLC | 873 | $279.9K | 0.09% | +873 | New |
| Graney & King, LLC | 820 | $279.6K | 0.10% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 820 | $279.6K | 0.06% | +820 | New |
| Clifford Swan Investment Counsel LLC | 819 | $279.3K | 0.01% | +819 | New |
| Pacific Excel Wealth Advisors, Inc. | 819 | $279.3K | 0.11% | +819 | New |
| Heritage Family Offices, LLP | 819 | $279.3K | 0.11% | +819 | New |
| Patten & Patten Inc | 816 | $278.3K | 0.01% | +816 | New |
| Integrity Wealth Solutions LLC | 812 | $276.9K | 0.10% | +812 | New |
| Investment Advisory Group, LLC | 811 | $276.6K | 0.06% | +811 | New |
| PKS Advisory Services, LLC | 806 | $274.9K | 0.04% | +806 | New |
| Symmetry Partners, LLC | 805 | $274.6K | 0.01% | +805 | New |
| Cornerstone Planning Group LLC | 817 | $273.9K | 0.03% | +28+3.5% | Added |
| S.E.E.D. Planning Group LLC | 801 | $273.2K | 0.07% | +801 | New |
| Ramirez Asset Management, Inc. | 800 | $272.8K | 0.03% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 800 | $272.8K | 0.09% | +800 | New |
| Insight Wealth Partners, LLC | 799 | $272.5K | 0.04% | +799 | New |
| Prasad Wealth Partners, LLC | 796 | $271.4K | 0.07% | +796 | New |
| VCI Wealth Management LLC | 792 | $270.1K | 0.07% | +792 | New |
| Financial Partners Group, Inc | 791 | $269.8K | 0.03% | +791 | New |
| Silverlake Wealth Management LLC | 791 | $269.7K | 0.05% | +791 | New |
| AIA Group Ltd | 790 | $269.4K | 0.00% | −531−40.2% | Reduced |
| Asset Allocation & Management Company, LLC | 788 | $269.0K | 0.09% | −904−53.4% | Reduced |
| CPR Investments Inc. | 787 | $268.2K | 0.21% | −520−39.8% | Reduced |
| Finer Wealth Management, Inc. | 785 | $267.7K | 0.12% | +785 | New |
| Kelly Financial Services LLC | 784 | $267.4K | 0.06% | +784 | New |
| Barnes Dennig Private Wealth Management LLC | 782 | $266.7K | 0.21% | +443+130.7% | Added |
| Integras Partners LLC | 780 | $266.0K | 0.15% | +780 | New |
| 49 Wealth Management, LLC | 775 | $264.3K | 0.05% | −900−53.7% | Reduced |
| Alongside, LLC | 775 | $264.3K | 0.05% | +775 | New |
| Renasant Bank | 772 | $263.3K | 0.17% | −4,938−86.5% | Reduced |
| Intergy Private Wealth, LLC | 770 | $262.6K | 0.06% | +770 | New |
| Aletheian Wealth Advisors LLC | 769 | $262.2K | 0.11% | +769 | New |
| Focused Alpha, LLC | 765 | $260.8K | 0.07% | +765 | New |
| Redwood Park Advisors LLC | 763 | $260.2K | 0.19% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 761 | $259.5K | 0.02% | +761 | New |
| Mason & Associates Inc | 757 | $258.2K | 0.04% | −2,322−75.4% | Reduced |
| Heritage Investment Group, Inc. | 757 | $258.2K | 0.03% | +757 | New |
| Tounjian Advisory Partners, LLC | 756 | $257.8K | 0.11% | +756 | New |
| MV Capital Management, Inc. | 755 | $257.5K | 0.02% | +78+11.5% | Added |
| Stirlingshire Investments, Inc. | 755 | $257.5K | 0.19% | +755 | New |
| Hidden Cove Wealth Management, LLC | 755 | $257.5K | 0.14% | +755 | New |