| Consolidated Portfolio Review Corp | 976 | $305.6K | 0.04% | +976 | New |
| Guerra Advisors Inc | 975 | $305.3K | 0.14% | +975 | New |
| BCS Wealth Management | 970 | $304.0K | 0.07% | −16−1.6% | Reduced |
| McAdam, LLC | 965 | $302.1K | 0.02% | −151−13.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 961 | $301.1K | 0.01% | +961 | New |
| Harbour Investments, Inc. | 954 | $298.7K | 0.01% | +57+6.4% | Added |
| LVW Advisors, LLC | 950 | $297.5K | 0.03% | +950 | New |
| Fourth Dimension Wealth, LLC | 946 | $296.2K | 0.13% | +796+530.7% | Added |
| Soltis Investment Advisors LLC | 940 | $294.4K | 0.02% | +940 | New |
| Steel Peak Wealth Management LLC | 935 | $293.5K | 0.01% | −805−46.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 934 | $292.5K | 0.02% | +934 | New |
| Capital Investment Advisory Services, LLC | 933 | $292.2K | 0.02% | +933 | New |
| Eagle Wealth Strategies LLC | 933 | $292.1K | 0.16% | +933 | New |
| Moloney Securities Asset Management, LLC | 930 | $291.1K | 0.04% | +930 | New |
| Marion Wealth Management | 929 | $290.9K | 0.07% | +929 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 918 | $287.4K | 0.01% | +918 | New |
| Ritholtz Wealth Management | 916 | $286.9K | 0.01% | +916 | New |
| Daymark Wealth Partners, LLC | 914 | $286.1K | 0.01% | +914 | New |
| RFG Advisory, LLC | 909 | $284.6K | 0.01% | −599−39.7% | Reduced |
| MN Wealth Advisors, LLC | 908 | $284.6K | 0.17% | +908 | New |
| Facet Wealth, Inc. | 887 | $282.0K | 0.01% | +887 | New |
| Sterling Financial Planning, Inc. | 900 | $281.8K | 0.09% | +900 | New |
| J Hagan Capital, Inc. | 811 | $281.0K | 0.19% | +811 | New |
| Liberty Square Wealth Partners LLC | 896 | $280.6K | 0.10% | +896 | New |
| TownSquare Capital, LLC | 895 | $280.3K | 0.03% | −5,003−84.8% | Reduced |
| Chesley Taft & Associates LLC | 895 | $280.3K | 0.01% | +895 | New |
| RMB Capital Management, LLC | 892 | $279.9K | 0.01% | +892 | New |
| Essex Savings Bank | 892 | $279.3K | 0.07% | +892 | New |
| Five Oceans Advisors | 888 | $278.1K | 0.12% | +888 | New |
| Zions Bancorporation, National Association | 887 | $277.8K | 0.01% | +117+15.2% | Added |
| Nilsine Partners, LLC | 887 | $277.8K | 0.03% | +887 | New |
| Ionic Capital Management LLC | 869 | $272.1K | 0.30% | −167−16.1% | Reduced |
| Kera Capital Partners, Inc. | 864 | $270.6K | 0.05% | +864 | New |
| Penserra Capital Management LLC | 867 | $270.0K | 0.00% | −8,450−90.7% | Reduced |
| Revolve Wealth Partners, LLC | 860 | $269.2K | 0.04% | +860 | New |
| Finer Wealth Management, Inc. | 848 | $265.5K | 0.14% | −468−35.6% | Reduced |
| Burney Co | 846 | $264.9K | 0.01% | −200−19.1% | Reduced |
| VisionPoint Advisory Group, LLC | 841 | $263.4K | 0.06% | +841 | New |
| Pines Wealth Management, LLC | 785 | $262.6K | 0.09% | +785 | New |
| TruWealth Advisors, LLC | 838 | $262.4K | 0.01% | +838 | New |
| Bryn Mawr Trust Co | 827 | $259.0K | 0.00% | +184+28.6% | Added |
| Drive Wealth Management, LLC | 826 | $258.9K | 0.06% | +826 | New |
| Checchi Capital Advisers, LLC | 826 | $258.7K | 0.02% | +826 | New |
| Integrity Alliance, LLC. | 823 | $257.7K | 0.01% | −296−26.5% | Reduced |
| Challenger Wealth Management | 821 | $257.1K | 0.18% | +821 | New |
| Annex Advisory Services, LLC | 821 | $257.0K | 0.01% | −197−19.4% | Reduced |
| Sentry Investment Management LLC | 764 | $252.0K | 0.14% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 800 | $250.5K | 0.02% | −200−20.0% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $250.5K | 0.06% | +800 | New |
| Cromwell Holdings LLC | 794 | $249.2K | 0.15% | +28+3.7% | Added |
| Fusion Capital, LLC | 794 | $248.6K | 0.09% | +794 | New |
| First Command Advisory Services, Inc. | 792 | $248.0K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 791 | $247.7K | 0.02% | +791 | New |
| LeConte Wealth Management, LLC | 784 | $245.5K | 0.17% | +784 | New |
| Plato Investment Management Ltd | 782 | $244.0K | 0.02% | +75+10.6% | Added |
| Secure Asset Management, LLC | 776 | $243.0K | 0.05% | +776 | New |
| Diversified Trust Co | 776 | $243.0K | 0.01% | +776 | New |
| Turtle Creek Wealth Advisors, LLC | 770 | $241.1K | 0.03% | +770 | New |
| Hancock Whitney Corp | 769 | $240.8K | 0.00% | +769 | New |
| Adell Harriman & Carpenter Inc | 767 | $240.2K | 0.02% | +767 | New |
| Pekin Hardy Strauss, Inc. | 764 | $239.2K | 0.03% | +764 | New |
| Legacy Capital Group California, Inc. | 763 | $238.9K | 0.07% | +763 | New |
| Patrick M Sweeney & Associates, Inc | 713 | $238.4K | 0.16% | +713 | New |
| Savvy Advisors, Inc. | 761 | $238.3K | 0.02% | +761 | New |
| Ewa, LLC | 759 | $237.7K | 0.07% | +759 | New |
| Claro Advisors LLC | 759 | $237.7K | 0.04% | −1,050−58.0% | Reduced |
| Canopy Partners, LLC | 759 | $237.7K | 0.09% | +759 | New |
| Arlington Capital Management, Inc. | 756 | $236.9K | 0.21% | +756 | New |
| Johnson Financial Group, Inc. | 750 | $235.4K | 0.01% | −40−5.1% | Reduced |
| Root Financial Partners, LLC | 751 | $235.1K | 0.02% | +751 | New |
| PFG Investments, LLC | 749 | $234.7K | 0.01% | +749 | New |
| AGH Wealth Advisors, LLC | 749 | $234.5K | 0.19% | +749 | New |
| Evoke Wealth, LLC | 739 | $232.2K | 0.01% | +739 | New |
| MUFG Securities EMEA plc | 738 | $231.1K | 0.01% | +738 | New |
| Hantz Financial Services, Inc. | 739 | $231.0K | 0.00% | −118−13.8% | Reduced |
| ShoreHaven Wealth Partners, LLC | 725 | $227.3K | 0.09% | +725 | New |
| Formidable Asset Management, LLC | 1,100 | $226.0K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 720 | $225.5K | 0.04% | +720 | New |
| Strategic Blueprint, LLC | 719 | $225.3K | 0.01% | −638−47.0% | Reduced |
| Park Square Financial Group, LLC | 718 | $224.8K | 0.16% | −61−7.8% | Reduced |
| Lokken Investment Group LLC | 711 | $222.6K | 0.09% | +711 | New |
| Carr Financial Group Corp | 710 | $222.4K | 0.07% | +710 | New |
| Reston Wealth Management LLC | 710 | $222.3K | 0.08% | +710 | New |
| TABR Capital Management, LLC | 710 | $222.2K | 0.19% | +710 | New |
| Avantax Planning Partners, Inc. | 709 | $222.0K | 0.01% | −265−27.2% | Reduced |
| Whalerock Point Partners, LLC | 709 | $222.0K | 0.05% | +709 | New |
| Advyzon Investment Management, LLC | 709 | $222.0K | 0.05% | +709 | New |
| Keystone Financial Services | 706 | $221.2K | 0.08% | +706 | New |
| Alpha Financial Partners, LLC | 706 | $221.0K | 0.16% | +706 | New |
| CVA Family Office, LLC | 700 | $219.2K | 0.03% | −224−24.2% | Reduced |
| Douglas Lane & Associates, LLC | 700 | $219.2K | 0.00% | +700 | New |
| Voya Financial Advisors, Inc. | 708 | $219.1K | 0.02% | +708 | New |
| Tower Wealth Partners, Inc. | 697 | $218.3K | 0.13% | +697 | New |
| Cyndeo Wealth Partners, LLC | 697 | $218.2K | 0.01% | +697 | New |
| StoneX Group Inc. | 691 | $216.9K | 0.01% | +691 | New |
| Liberty Wealth Management LLC | 692 | $216.7K | 0.03% | +692 | New |
| Quantum Private Wealth, LLC | 689 | $215.8K | 0.07% | +689 | New |
| FSA Advisors, Inc. | 687 | $215.2K | 0.17% | +687 | New |
| National Asset Management, Inc. | 687 | $215.1K | 0.01% | +687 | New |
| Falcon Wealth Planning | 681 | $213.2K | 0.02% | +681 | New |
