| Defined Wealth Management, LLC | 269 | $236.4K | 0.14% | +5+1.9% | Added |
| Ausdal Financial Partners, Inc. | 268 | $235.9K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 268 | $235.6K | 0.05% | −795−74.8% | Reduced |
| Webster Bank, N. A. | 268 | $235.6K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 267 | $235.0K | 0.02% | −7−2.6% | Reduced |
| Oakworth Capital, Inc. | 263 | $231.2K | 0.01% | +73+38.4% | Added |
| FOCUS Wealth Advisors, LLC | 263 | $231.2K | 0.11% | +263 | New |
| Peterson Wealth Management | 263 | $230.9K | 0.17% | +263 | New |
| Manhattan West Asset Management, LLC | 262 | $230.3K | 0.05% | +262 | New |
| Legacy Wealth Managment, LLC | 261 | $229.4K | 0.11% | +9+3.6% | Added |
| Sagace Wealth Management LLC | 261 | $229.4K | 0.16% | +261 | New |
| Golden Reserve Retirement LLC | 258 | $227.1K | 0.04% | +258 | New |
| Patton Fund Management, Inc. | 258 | $226.8K | 0.03% | −110−29.9% | Reduced |
| Colonial Trust Advisors | 257 | $225.9K | 0.02% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 255 | $224.1K | 0.15% | +255 | New |
| OneAscent Family Office, LLC | 253 | $222.4K | 0.15% | +253 | New |
| Financial Management Professionals, Inc. | 253 | $222.4K | 0.02% | +8+3.3% | Added |
| MV Capital Management, Inc. | 252 | $221.5K | 0.02% | +1+0.4% | Added |
| Allen Capital Group, LLC | 252 | $221.5K | 0.02% | +252 | New |
| DRW Securities, LLC | 250 | $219.7K | 0.02% | +250 | New |
| Seelaus Asset Management LLC | 250 | $219.7K | 0.17% | +250 | New |
| Avos Capital Management, LLC | 250 | $219.7K | 0.10% | +250 | New |
| Cura Wealth Advisors, LLC | 250 | $219.7K | 0.08% | +250 | New |
| OMNI 360 Wealth, Inc. | 234 | $219.2K | 0.11% | +234 | New |
| QP Wealth Management, LLC | 249 | $218.9K | 0.19% | +249 | New |
| Turning Point Benefit Group, Inc. | 249 | $218.9K | 0.11% | +61+32.4% | Added |
| Arsenal Capital Advisors LLC | 249 | $218.5K | 0.15% | +249 | New |
| Baker Tilly Wealth Management, LLC | 248 | $218.0K | 0.05% | +248 | New |
| Hoxton Planning & Management, LLC | 247 | $217.1K | 0.06% | +247 | New |
| Peak Planning Group, LLC | 247 | $217.1K | 0.06% | +247 | New |
| Kuhn & Co Investment Counsel | 246 | $216.4K | 0.14% | +246 | New |
| Walkner Condon Financial Advisors LLC | 245 | $215.3K | 0.03% | −224−47.8% | Reduced |
| Catalina Capital Group, LLC | 244 | $214.5K | 0.13% | +244 | New |
| Bailard, Inc. | 243 | $213.6K | 0.00% | −3,159−92.9% | Reduced |
| Thrive Wealth Management, LLC | 243 | $213.6K | 0.03% | +243 | New |
| Legacy Advisors, LLC | 242 | $212.7K | 0.02% | +242 | New |
| Compass Wealth Management, LLC | 242 | $212.7K | 0.09% | +242 | New |
| Sonoma Allocations LLC | 224 | $212.3K | 0.07% | −143−39.0% | Reduced |
| Hohimer Wealth Management, LLC | 241 | $211.8K | 0.03% | +241 | New |
| Convergence Investment Partners, LLC | 240 | $211.0K | 0.04% | −32−11.8% | Reduced |
| 55 North Private Wealth, LLC | 240 | $211.0K | 0.06% | +240 | New |
| Good Steward Wealth Advisors,LLC | 239 | $210.1K | 0.14% | +239 | New |
| Maripau Wealth Management LLC | 238 | $209.5K | 0.10% | −266−52.8% | Reduced |
| Klingenstein Fields & Co LP | 237 | $208.3K | 0.01% | +237 | New |
| Cambria Investment Management, L.P. | 237 | $208.3K | 0.01% | +237 | New |
| Sage Rhino Capital LLC | 237 | $208.3K | 0.04% | +237 | New |
| Aventura Private Wealth, LLC | 235 | $206.6K | 0.07% | +1+0.4% | Added |
| Alpha Family Trust | 235 | $206.6K | 0.09% | +235 | New |
| Kane Investment Management, Inc. | 235 | $206.6K | 0.10% | +235 | New |
| Yeomans Consulting Group, Inc. | 234 | $205.7K | 0.06% | −37−13.7% | Reduced |
| Clark Financial Services Group Inc | 226 | $205.0K | 0.11% | +226 | New |
| Steigerwald, Gordon & Koch Inc. | 233 | $204.8K | 0.02% | +1+0.4% | Added |
| Warwick Investment Management, Inc. | 233 | $204.8K | 0.03% | +233 | New |
| August Group Capital Ltd | 233 | $204.8K | 0.23% | +233 | New |
| Flagship Harbor Advisors, LLC | 232 | $204.1K | 0.01% | −226−49.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 232 | $203.9K | 0.00% | +232 | New |
| Stonebrook Private Inc. | 230 | $202.2K | 0.04% | +230 | New |
| Foronjy Financial LLC | 230 | $202.2K | 0.08% | +230 | New |
| Nicolet Bankshares Inc | 230 | $202.2K | 0.03% | +230 | New |
| Hidden Cove Wealth Management, LLC | 230 | $202.1K | 0.13% | +230 | New |
| Groesbeck Investment Management Corp | 230 | $202.0K | 0.38% | +230 | New |
| Roxbury Financial LLC | 222 | $194.7K | 0.17% | +1+0.5% | Added |
| Root Financial Partners, LLC | 218 | $191.5K | 0.01% | +15+7.4% | Added |
| City Holding Co | 217 | $190.7K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 216 | $189.9K | 0.02% | +22+11.3% | Added |
| Harvest Fund Management Co., Ltd | 210 | $185.0K | 0.01% | +178+556.3% | Added |
| Hollencrest Capital Management | 210 | $184.6K | 0.01% | −195−48.1% | Reduced |
| Armstrong Advisory Group, Inc | 209 | $183.7K | 0.01% | −6−2.8% | Reduced |
| Citizens National Bank Trust Department | 207 | $181.9K | 0.03% | −10−4.6% | Reduced |
| SOA Wealth Advisors, LLC. | 15,915 | $176.4K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 200 | $175.8K | 0.02% | +200 | New |
| SBI Securities Co., Ltd. | 193 | $169.6K | 0.00% | +48+33.1% | Added |
| Greenline Wealth Management LLC | 189 | $166.6K | 0.17% | +189 | New |
| Clear Street Markets LLC | 188 | $165.2K | 0.03% | −33−14.9% | Reduced |
| Osterweis Capital Management Inc | 187 | $164.4K | 0.01% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 180 | $158.2K | 2.29% | +180 | New |
| DV Equities, LLC | 176 | $154.7K | 0.03% | +176 | New |
| JFS Wealth Advisors, LLC | 173 | $152.1K | 0.01% | +11+6.8% | Added |
| Bank & Trust Co | 171 | $150.3K | 0.11% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 169 | $148.5K | 0.19% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 169 | $148.5K | 0.11% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 167 | $146.8K | 0.10% | −42−20.1% | Reduced |
| Rowland & Co Investment Counsel | 165 | $145.0K | 0.03% | 00.0% | Unchanged |
| Sfam, LLC | 165 | $145.0K | 0.13% | +165 | New |
| ORG Partners LLC | 163 | $144.4K | 0.03% | +9+5.8% | Added |
| Arlington Trust Co LLC | 163 | $143.3K | 0.01% | −634−79.5% | Reduced |
| MCF Advisors LLC | 163 | $142.9K | 0.01% | +51+45.5% | Added |
| Basecamp Wealth Advisors LLC | 161 | $141.5K | 0.03% | +161 | New |
| Pin Oak Investment Advisors Inc | 143 | $140.0K | 0.10% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 159 | $139.8K | 0.00% | +159 | New |
| Cornerstone Planning Group LLC | 152 | $139.4K | 0.02% | −7,632−98.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 156 | $137.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 156 | $137.0K | 0.08% | +156 | New |
| Kohmann Bosshard Financial Services, LLC | 155 | $136.2K | 0.01% | +155 | New |
| Pittenger & Anderson Inc | 152 | $133.6K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 152 | $133.6K | 0.10% | +152 | New |
| Thompson Investment Management, Inc. | 150 | $131.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 148 | $130.1K | 0.03% | +6+4.2% | Added |
| Clarity Asset Management, Inc. | 148 | $130.1K | 0.07% | −13−8.1% | Reduced |
| American National Bank | 147 | $129.2K | 0.01% | −47−24.2% | Reduced |
