| Headinvest, LLC | 863 | $274.7K | 0.05% | −24−2.7% | Reduced |
| Sentinus, LLC | 861 | $274.1K | 0.02% | −25−2.8% | Reduced |
| Atticus Wealth Management, LLC | 856 | $272.6K | 0.06% | +3+0.4% | Added |
| Founders Capital Management | 850 | $270.6K | 0.12% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $270.5K | 0.01% | +135+18.9% | Added |
| Patrick M Sweeney & Associates, Inc | 846 | $269.4K | 0.15% | −242−22.2% | Reduced |
| Evolve Private Wealth, LLC | 843 | $268.4K | 0.02% | −11−1.3% | Reduced |
| PFG Advisors | 843 | $268.4K | 0.01% | +843 | New |
| Anchor Bay Capital, Inc. | 823 | $268.1K | 0.14% | +823 | New |
| Hilltop Holdings Inc. | 839 | $267.1K | 0.02% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 839 | $267.1K | 0.00% | +839 | New |
| 44 Wealth Management LLC | 837 | $266.4K | 0.09% | +837 | New |
| Convergence Financial, LLC | 835 | $265.8K | 0.02% | +835 | New |
| AA Financial Advisors, LLC | 834 | $265.5K | 0.03% | +834 | New |
| True North Advisors, LLC | 831 | $264.5K | 0.03% | +831 | New |
| Lombard Odier Asset Management (Switzerland) SA | 827 | $263.2K | 0.01% | +827 | New |
| Reynders McVeigh Capital Management, LLC | 828 | $263.0K | 0.01% | −101−10.9% | Reduced |
| Godsey & Gibb Associates | 813 | $258.8K | 0.02% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 813 | $258.8K | 0.12% | +813 | New |
| VestGen Advisors, LLC | 813 | $258.7K | 0.01% | +162+24.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 810 | $257.8K | 0.01% | +31+4.0% | Added |
| Wellington Shields & Co., LLC | 800 | $254.6K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 799 | $254.5K | 0.01% | −196−19.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 796 | $253.4K | 0.01% | +16+2.1% | Added |
| OpenArc Corporate Advisory, LLC | 796 | $253.4K | 0.00% | −51−6.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 796 | $253.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 786 | $250.0K | 0.06% | −1,058−57.4% | Reduced |
| Strategic Blueprint, LLC | 773 | $246.1K | 0.01% | +2+0.3% | Added |
| Plan A Wealth LLC | 772 | $245.8K | 0.10% | +772 | New |
| Cary Street Partner Investment Advisory LLC | 772 | $245.7K | 0.05% | +772 | New |
| Badgley Phelps Wealth Managers, LLC | 771 | $245.4K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 770 | $245.1K | 0.01% | −3−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 770 | $245.1K | 0.00% | +6+0.8% | Added |
| Blue Capital, Inc. | 770 | $245.1K | 0.16% | +770 | New |
| Apella Capital, LLC | 743 | $244.2K | 0.00% | +69+10.2% | Added |
| Legacy Wealth Asset Management, LLC | 767 | $244.1K | 0.05% | −11−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 766 | $243.8K | 0.00% | +10+1.3% | Added |
| Arkansas Financial Group, Inc. | 766 | $243.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 765 | $243.5K | 0.00% | −81−9.6% | Reduced |
| Optas, LLC | 762 | $242.6K | 0.03% | +762 | New |
| Petix & Botte Co | 760 | $241.9K | 0.05% | +380+100.0% | Added |
| Perigon Wealth Management, LLC | 754 | $240.1K | 0.00% | +754 | New |
| Richwood Investment Advisors, LLC | 754 | $239.8K | 0.17% | +1+0.1% | Added |
| Trust Point Inc. | 751 | $239.1K | 0.02% | −27−3.5% | Reduced |
| Grimes & Company, Inc. | 744 | $236.9K | 0.01% | +744 | New |
| Childress Capital Advisors, LLC | 743 | $236.5K | 0.04% | −32−4.1% | Reduced |
| Carrera Capital Advisors | 740 | $235.6K | 0.03% | −109−12.8% | Reduced |
| Valeo Financial Advisors, LLC | 735 | $234.0K | 0.00% | +735 | New |
| Nicolet Bankshares Inc | 721 | $233.6K | 0.01% | +721 | New |
| FinDec Wealth Services, Inc. | 729 | $232.0K | 0.27% | +729 | New |
| Wealth Alliance | 727 | $231.4K | 0.02% | +727 | New |
| Transcend Wealth Collective, LLC | 725 | $230.9K | 0.02% | +725 | New |
| Sanders Morris Harris LLC | 725 | $230.8K | 0.13% | +725 | New |
| Silver Oak Securities, Inc | 720 | $229.2K | 0.01% | +720 | New |
| BTC Capital Management, Inc. | 718 | $228.5K | 0.01% | +718 | New |
| Cetera Trust Company, N.A | 715 | $227.6K | 0.11% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 712 | $226.6K | 0.02% | +712 | New |
| Lynx Investment Advisory | 710 | $226.0K | 0.07% | +710 | New |
| Renaissance Group LLC | 707 | $225.0K | 0.01% | +707 | New |
| Allen Capital Group, LLC | 705 | $224.4K | 0.02% | −141−16.7% | Reduced |
| Avantax Planning Partners, Inc. | 705 | $224.4K | 0.01% | +705 | New |
| Pingora Partners LLC | 700 | $222.8K | 0.13% | 00.0% | Unchanged |
| Helium Advisors LLC | 698 | $222.2K | 0.18% | +698 | New |
| Ausdal Financial Partners, Inc. | 689 | $219.4K | 0.01% | +689 | New |
| Cidel Asset Management Inc | 689 | $219.3K | 0.01% | +689 | New |
| Beverly Hills Private Wealth, LLC | 688 | $219.1K | 0.04% | +688 | New |
| Ridgecrest Wealth Partners, LLC | 686 | $218.4K | 0.11% | −400−36.8% | Reduced |
| Center for Financial Planning, Inc. | 686 | $218.4K | 0.02% | −50−6.8% | Reduced |
| Focus Financial Network, Inc. | 685 | $218.2K | 0.01% | +685 | New |
| WealthSpring Partners, LLC | 684 | $217.9K | 0.19% | +684 | New |
| Salem Investment Counselors Inc | 679 | $216.1K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 678 | $215.8K | 0.03% | +678 | New |
| Thrive Wealth Management, LLC | 673 | $214.2K | 0.03% | +673 | New |
| Wedmont Private Capital | 667 | $213.8K | 0.01% | +667 | New |
| Landaas & Co | 668 | $212.6K | 0.04% | +668 | New |
| AlphaStar Capital Management, LLC | 668 | $212.6K | 0.01% | +668 | New |
| Excalibur Management Corp | 666 | $212.0K | 0.07% | +666 | New |
| Lathrop Investment Management Corp | 667 | $212.0K | 0.04% | +667 | New |
| Oxbow Advisors, LLC | 659 | $209.8K | 0.02% | +659 | New |
| Advisory Advocates, LLC | 658 | $209.4K | 0.18% | +658 | New |
| Hamilton Point Investment Advisors, LLC | 655 | $208.5K | 0.03% | +655 | New |
| Live Oak Investment Partners | 654 | $208.2K | 0.11% | −174−21.0% | Reduced |
| Westco Advisory Services Inc | 650 | $206.9K | 0.12% | −200−23.5% | Reduced |
| Clark Capital Management Group, Inc. | 649 | $206.6K | 0.00% | +649 | New |
| S.A. Mason LLC | 643 | $204.7K | 0.06% | +20+3.2% | Added |
| Gemmer Asset Management LLC | 642 | $204.4K | 0.01% | +642 | New |
| MASTERINVEST Kapitalanlage GmbH | 637 | $202.8K | 0.02% | +637 | New |
| Wingate Wealth Advisors, Inc. | 636 | $202.3K | 0.09% | +636 | New |
| Defiance ETFs, LLC | 620 | $200.3K | 0.00% | +620 | New |
| Private Trust Co NA | 625 | $198.9K | 0.02% | −2−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 621 | $197.7K | 0.06% | −60−8.8% | Reduced |
| Los Angeles Capital Management LLC | 611 | $194.5K | 0.00% | −96−13.6% | Reduced |
| Virtus Investment Advisers, Inc. | 610 | $194.2K | 0.05% | −83−12.0% | Reduced |
| EverSource Wealth Advisors, LLC | 575 | $183.0K | 0.01% | +25+4.5% | Added |
| AdvisorNet Financial, Inc | 572 | $182.2K | 0.01% | −36−5.9% | Reduced |
| HM Payson & Co | 568 | $180.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 555 | $176.7K | 0.01% | +12+2.2% | Added |
| UMA Financial Services, Inc. | 532 | $169.3K | 0.02% | +20+3.9% | Added |
| Grove Bank & Trust | 530 | $168.7K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 527 | $167.9K | 0.01% | +527 | New |
