| Curated Wealth Partners LLC | 234 | $532.1K | 0.06% | +234 | New |
| O'Neil Global Advisors, Inc. | 233 | $529.8K | 0.12% | +233 | New |
| LifeGoal Wealth Advisors | 233 | $529.8K | 0.24% | +233 | New |
| First Horizon Corp | 232 | $527.5K | 0.02% | +227+4,540.0% | Added |
| CMC Financial Group | 232 | $527.5K | 1.02% | +232 | New |
| Horst & Graben Wealth Management LLC | 259 | $526.3K | 0.07% | +1+0.4% | Added |
| waypoint wealth counsel | 230 | $523.0K | 0.33% | −722−75.8% | Reduced |
| Facet Wealth, Inc. | 230 | $523.0K | 0.01% | +230 | New |
| AXA S.A. | 263 | $522.3K | 0.61% | +263 | New |
| TD Private Client Wealth LLC | 228 | $518.4K | 0.01% | +21+10.1% | Added |
| Evolution Wealth Advisors, LLC | 228 | $518.4K | 0.06% | +228 | New |
| Choate Investment Advisors | 227 | $516.1K | 0.01% | +227 | New |
| Sovereign Financial Group, Inc. | 227 | $516.1K | 0.08% | +227 | New |
| Impact Capital Partners LLC | 227 | $516.1K | 0.14% | +227 | New |
| Nilsine Partners, LLC | 226 | $513.9K | 0.04% | +7+3.2% | Added |
| Hudock, Inc. | 226 | $513.9K | 0.07% | +226 | New |
| Intesa Sanpaolo Wealth Management | 226 | $513.9K | 0.10% | +226 | New |
| Edmond de Rothschild Holding S.A. | 225 | $511.6K | 0.01% | −775−77.5% | Reduced |
| Moody National Bank Trust Division | 225 | $511.6K | 0.04% | +225 | New |
| Thrive Wealth Management, LLC | 222 | $505.3K | 0.07% | +222 | New |
| Forum Finance Group S.A. | 275 | $505.0K | 0.18% | +275 | New |
| Colonial River Wealth Management, LLC | 221 | $502.5K | 0.14% | +221 | New |
| Seven Mile Advisory | 220 | $500.2K | 0.34% | +220 | New |
| Odyssean, LLC | 220 | $500.2K | 0.08% | +220 | New |
| Great Diamond Partners, LLC | 218 | $495.7K | 0.09% | +218 | New |
| Eagle Wealth Advisors LLC | 218 | $495.7K | 0.38% | +218 | New |
| Personal Cfo Solutions, LLC | 218 | $494.5K | 0.07% | +218 | New |
| Thompson Davis & Co., Inc. | 217 | $493.4K | 0.30% | −328−60.2% | Reduced |
| Integrity Alliance, LLC. | 217 | $493.4K | 0.02% | +217 | New |
| Ullmann Financial Group, Inc. | 217 | $493.4K | 0.04% | +217 | New |
| Silphium Asset Management Ltd | 215 | $488.9K | 0.16% | +215 | New |
| Keebeck Alpha, LP | 215 | $488.9K | 1.02% | +215 | New |
| Harmony Asset Management LLC | 215 | $488.9K | 0.13% | +215 | New |
| GK Wealth Management LLC | 215 | $488.9K | 0.30% | +215 | New |
| Simon Quick Advisors, LLC | 214 | $486.6K | 0.02% | −118−35.5% | Reduced |
| SMART Wealth LLC | 213 | $484.3K | 0.10% | −146−40.7% | Reduced |
| Cary Street Partners Financial LLC | 211 | $479.8K | 0.01% | +211 | New |
| Owen LaRue, LLC | 210 | $477.5K | 0.17% | −150−41.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 210 | $477.5K | 0.01% | +210 | New |
| Cross Staff Investments Inc | 210 | $477.5K | 0.28% | +210 | New |
| Allen Capital Group, LLC | 209 | $475.2K | 0.04% | +209 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 208 | $472.9K | 1.45% | −310−59.8% | Reduced |
| Tobias Financial Advisors, Inc. | 208 | $472.9K | 0.06% | +208 | New |
| Atlas Legacy Advisors, LLC | 207 | $470.7K | 0.07% | +207 | New |
| Revolve Wealth Partners, LLC | 206 | $468.4K | 0.05% | +206 | New |
| Wealth Enhancement Trust Services, Inc. | 206 | $468.4K | 0.05% | +206 | New |
| Trust Point Inc. | 206 | $468.4K | 0.04% | +206 | New |
| Aviance Capital Partners, LLC | 205 | $466.1K | 0.05% | +205 | New |
| Zullo Investment Group, Inc. | 205 | $466.1K | 0.16% | +205 | New |
| Sowell Financial Services LLC | 204 | $464.7K | 0.02% | +204 | New |
| Balboa Wealth Partners | 204 | $463.8K | 0.06% | +204 | New |
| RFG - Bristol Wealth Advisors, LLC | 204 | $463.8K | 0.11% | +204 | New |
| Old National Bancorp | 202 | $459.3K | 0.01% | +202 | New |
| Arista Wealth Management, LLC | 201 | $457.0K | 0.05% | +201 | New |
| Blue Line Capital, LLC | 201 | $457.0K | 0.40% | +201 | New |
| SkyView Investment Advisors, LLC | 200 | $455.0K | 0.36% | +200 | New |
| New Paradigm Capital Management, LLC | 200 | $454.7K | 0.97% | +200 | New |
| Epiq Partners, LLC | 200 | $454.7K | 0.19% | +200 | New |
| Archer Investment Corp | 200 | $454.7K | 0.09% | +200 | New |
| Foundation Wealth Management, LLC | 200 | $454.7K | 0.27% | +200 | New |
| Schnieders Capital Management, LLC. | 200 | $454.7K | 0.06% | +200 | New |
| Campbell Deegan Wealth Management, LLC | 200 | $454.7K | 0.32% | +200 | New |
| AlTi Global, Inc. | 199 | $452.5K | 0.01% | +199 | New |
| Tritonpoint Wealth, LLC | 198 | $450.2K | 0.04% | +198 | New |
| Wealth Architects, LLC | 196 | $445.7K | 0.04% | +196 | New |
| Fortress Wealth Group, LLC | 310 | $445.3K | 0.15% | +310 | New |
| Alliance Wealth Management Group | 195 | $443.4K | 0.09% | +195 | New |
| Towercrest Capital Management | 195 | $443.4K | 0.06% | +195 | New |
| Symmetry Partners, LLC | 195 | $443.4K | 0.02% | +195 | New |
| Wealth Alliance | 194 | $441.1K | 0.04% | −173−47.1% | Reduced |
| SJS Investment Consulting Inc. | 194 | $441.1K | 0.05% | −16−7.6% | Reduced |
| Polen Capital Management LLC | 193 | $438.8K | 0.00% | −260−57.4% | Reduced |
| Ardmore Road Asset Management LP | 192 | $436.6K | 0.03% | −60,808−99.7% | Reduced |
| United Advisor Group, LLC | 192 | $436.6K | 0.05% | +192 | New |
| Founders Capital Management | 191 | $434.3K | 0.19% | −39−17.0% | Reduced |
| Concentrum Wealth Management | 190 | $432.2K | 0.10% | +190 | New |
| Acropolis Investment Management, LLC | 190 | $432.0K | 0.02% | +17+9.8% | Added |
| Endeavor Private Wealth, Inc. | 190 | $432.0K | 0.10% | +190 | New |
| Aspiriant, LLC | 189 | $429.7K | 0.01% | +189 | New |
| Teza Capital Management LLC | 189 | $429.7K | 0.83% | +189 | New |
| Wall Street Financial Group, Inc. | 188 | $428.4K | 0.23% | +68+56.7% | Added |
| Owl Creek Wealth Partners LLC | 188 | $427.5K | 0.13% | +17+9.9% | Added |
| J. Goldman & Co LP | 188 | $427.5K | 0.02% | −2,812−93.7% | Reduced |
| Investment Research Partners LLC | 187 | $425.2K | 0.14% | −218−53.8% | Reduced |
| Creative Financial Designs Inc | 187 | $425.2K | 0.02% | +95+103.3% | Added |
| South State Corp. | 186 | $422.9K | 0.02% | +4+2.2% | Added |
| Heron Bay Capital Management | 186 | $422.9K | 0.04% | +186 | New |
| Sutton Place Investors LLC | 186 | $422.9K | 0.20% | +186 | New |
| Symphony Financial, Ltd. Co. | 189 | $421.7K | 0.05% | +189 | New |
| Penn Capital Management Co Inc | 185 | $421.4K | 0.03% | +185 | New |
| Selective Wealth Management, Inc. | 310 | $420.7K | 0.11% | +310 | New |
| Petra Financial Advisors Inc | 185 | $420.6K | 0.19% | +185 | New |
| Quadrant Private Wealth Management, LLC | 184 | $418.9K | 0.09% | +184 | New |
| McGuire Capital Advisors Inc | 184 | $418.4K | 0.23% | +131+247.2% | Added |
| Strategy Asset Managers LLC | 184 | $418.4K | 0.06% | +184 | New |
| Flatrock Wealth Partners LLC | 184 | $418.4K | 0.16% | +184 | New |
| Avail Investment Partners, LLC | 183 | $416.1K | 0.32% | −187−50.5% | Reduced |
| BKD Wealth Advisors, LLC | 183 | $416.1K | 0.01% | +183 | New |
| Financial Engines Advisors L.L.C. | 183 | $416.1K | 0.00% | +183 | New |
| Catalytic Wealth RIA, LLC | 183 | $416.1K | 0.02% | +183 | New |
