| Twin Lakes Capital Management, LLC | 395 | $303.1K | 0.18% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 395 | $303.1K | 0.06% | +395 | New |
| Journey Strategic Wealth LLC | 393 | $301.6K | 0.01% | +4+1.0% | Added |
| Principal Street Partners, LLC | 392 | $300.8K | 0.03% | +392 | New |
| Graypoint LLC | 390 | $299.3K | 0.02% | +390 | New |
| International Assets Investment Management, LLC | 389 | $298.5K | 0.02% | −477−55.1% | Reduced |
| Glenview Trust Co | 388 | $297.7K | 0.01% | +388 | New |
| Austin Asset Management Co Inc | 387 | $297.0K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 386 | $296.2K | 0.00% | +386 | New |
| Bourgeon Capital Management LLC | 384 | $294.7K | 0.06% | +384 | New |
| Verdence Capital Advisors LLC | 382 | $293.1K | 0.02% | +5+1.3% | Added |
| Foster Group, Inc. | 381 | $292.4K | 0.01% | +381 | New |
| Thoroughbred Financial Services, LLC | 381 | $292.0K | 0.02% | −1,946−83.6% | Reduced |
| Yeomans Consulting Group, Inc. | 403 | $291.1K | 0.12% | +403 | New |
| Keel Point, LLC | 379 | $290.8K | 0.02% | +379 | New |
| MJP Associates Inc | 375 | $287.8K | 0.04% | +375 | New |
| Balboa Wealth Partners | 375 | $287.8K | 0.06% | +375 | New |
| Everpar Advisors LLC | 374 | $287.0K | 0.13% | +9+2.5% | Added |
| Investment Advisory Services Inc | 374 | $287.0K | 0.10% | +374 | New |
| XML Financial, LLC | 374 | $287.0K | 0.02% | +374 | New |
| City Center Advisors, LLC | 373 | $286.2K | 0.31% | −191−33.9% | Reduced |
| QTR Family Wealth, LLC | 372 | $285.4K | 0.18% | +372 | New |
| Carr Financial Group Corp | 368 | $282.4K | 0.08% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,718 | $277.3K | 0.04% | +4,718 | New |
| Hollencrest Capital Management | 360 | $276.2K | 0.01% | +250+227.3% | Added |
| Quadrant Private Wealth Management, LLC | 359 | $275.5K | 0.06% | +359 | New |
| RMB Capital Management, LLC | 358 | $274.3K | 0.01% | +358 | New |
| Golden State Equity Partners | 357 | $273.9K | 0.05% | +357 | New |
| Comprehensive Financial Planning, Inc. | 357 | $273.9K | 0.22% | +357 | New |
| Longboard Asset Management, LP | 356 | $273.2K | 0.68% | +356 | New |
| Great Diamond Partners, LLC | 355 | $272.4K | 0.06% | −48−11.9% | Reduced |
| Freestone Capital Holdings, LLC | 355 | $272.4K | 0.01% | +355 | New |
| Kondo Wealth Advisors, Inc. | 375 | $270.9K | 0.12% | +2+0.5% | Added |
| WPG Advisers, LLC | 351 | $269.3K | 0.23% | +2+0.6% | Added |
| Aureus Asset Management, LLC | 351 | $269.3K | 0.02% | +351 | New |
| Van Eck Associates Corp | 351 | $269.0K | 0.00% | +351 | New |
| Gryphon Financial Partners LLC | 350 | $268.6K | 0.04% | +350 | New |
| Fortis Capital Management LLC | 346 | $265.5K | 0.04% | +346 | New |
| Brookwood Investment Group LLC | 340 | $260.9K | 0.04% | −382−52.9% | Reduced |
| LaFleur & Godfrey LLC | 340 | $260.9K | 0.03% | +340 | New |
| Opal Wealth Advisors, LLC | 339 | $260.1K | 0.07% | +63+22.8% | Added |
| MAI Capital Management | 338 | $259.5K | 0.00% | +23+7.3% | Added |
| USA Financial Portformulas Corp | 338 | $259.4K | 0.04% | −190−36.0% | Reduced |
| Cloud Capital Management, LLC | 392 | $258.0K | 0.16% | +18+4.8% | Added |
| Moss Adams Wealth Advisors LLC | 335 | $257.1K | 0.02% | +335 | New |
| Private Client Services, LLC | 334 | $256.3K | 0.10% | +334 | New |
| Oak Thistle LLC | 333 | $255.5K | 0.04% | −315−48.6% | Reduced |
| Berger Financial Group, Inc | 327 | $250.9K | 0.02% | +327 | New |
| Continuum Advisory, LLC | 326 | $250.2K | 0.03% | +31+10.5% | Added |
| Cary Street Partner Investment Advisory LLC | 325 | $249.4K | 0.12% | +325 | New |
| Meridian Wealth Management, LLC | 323 | $247.9K | 0.01% | −112−25.7% | Reduced |
| Avidian Wealth Solutions, LLC | 323 | $247.9K | 0.01% | +323 | New |
| Verus Capital Partners, LLC | 323 | $247.9K | 0.02% | +323 | New |
| New York Life Investment Management LLC | 321 | $246.3K | 0.00% | +321 | New |
| Cornerstone Wealth Management, LLC | 320 | $245.5K | 0.01% | +320 | New |
| Institute for Wealth Management, LLC. | 319 | $244.9K | 0.03% | +319 | New |
| Shufro Rose & Co LLC | 445 | $244.8K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 318 | $244.0K | 0.12% | +318 | New |
| BSW Wealth Partners | 316 | $242.5K | 0.03% | +316 | New |
| Family Investment Center, Inc. | 316 | $242.5K | 0.05% | +316 | New |
| BLVD Private Wealth, LLC | 316 | $242.5K | 0.23% | +316 | New |
| Scissortail Wealth Management, LLC | 312 | $239.4K | 0.06% | +312 | New |
| Stonegate Investment Group, LLC | 311 | $238.6K | 0.01% | +311 | New |
| Corton Capital Inc. | 311 | $238.6K | 0.28% | +311 | New |
| Kera Capital Partners, Inc. | 311 | $238.6K | 0.05% | +311 | New |
| Capital Advisors Inc | 310 | $237.6K | 0.00% | +310 | New |
| Green Harvest Asset Management LLC | 309 | $237.1K | 0.00% | +309 | New |
| Birch Financial Group, LLC | 308 | $236.7K | 0.19% | +308 | New |
| Warren Averett Asset Management, LLC | 307 | $235.6K | 0.00% | +307 | New |
| Tritonpoint Wealth, LLC | 307 | $235.6K | 0.02% | +307 | New |
| Checchi Capital Advisers, LLC | 305 | $234.0K | 0.02% | +305 | New |
| Peak Planning Group, LLC | 305 | $234.0K | 0.15% | +305 | New |
| Stonebridge Financial Group, LLC | 304 | $233.3K | 0.02% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 301 | $231.0K | 0.17% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 301 | $231.0K | 0.05% | +301 | New |
| West Tower Group, LLC | 300 | $230.2K | 0.50% | −300−50.0% | Reduced |
| GSB Wealth Management, LLC | 300 | $230.2K | 0.06% | +300 | New |
| Tru Independence Asset Management 2, LLC | 300 | $230.2K | 0.16% | +300 | New |
| Mezzasalma Advisors, LLC | 300 | $230.2K | 0.07% | +300 | New |
| Select Asset Management & Trust | 300 | $230.0K | 0.08% | +300 | New |
| FourThought Financial Partners, LLC | 299 | $229.4K | 0.02% | +299 | New |
| Independent Solutions Wealth Management, LLC | 298 | $228.7K | 0.04% | +298 | New |
| Synergy Financial Management, LLC | 297 | $227.9K | 0.03% | +297 | New |
| Argent Trust Co | 296 | $227.1K | 0.01% | +296 | New |
| Fulcrum Equity Management | 296 | $227.1K | 0.23% | +296 | New |
| Legacy Capital Wealth Partners, LLC | 296 | $227.1K | 0.05% | +296 | New |
| Fermata Advisors, LLC | 296 | $227.1K | 0.06% | +296 | New |
| Goldstein Advisors, LLC | 296 | $227.1K | 0.03% | +296 | New |
| Advisory Alpha, LLC | 294 | $225.6K | 0.01% | +294 | New |
| Syverson Strege & Co | 293 | $224.8K | 0.05% | +293 | New |
| Paragon Private Wealth Management, LLC | 292 | $224.1K | 0.09% | +292 | New |
| Moneta Group Investment Advisors LLC | 291 | $223.4K | 0.00% | +291 | New |
| Angeles Wealth Management, LLC | 291 | $223.3K | 0.02% | +291 | New |
| GPS Wealth Strategies Group, LLC | 290 | $222.5K | 0.03% | +1+0.3% | Added |
| Confluence Wealth Services, Inc. | 290 | $222.5K | 0.01% | +290 | New |
| Canopy Partners, LLC | 285 | $218.7K | 0.08% | +285 | New |
| jvl associates llc | 284 | $217.9K | 0.08% | +284 | New |
| Armis Advisers, LLC | 280 | $214.9K | 0.02% | +280 | New |
| Leigh Baldwin & Co., LLC | 279 | $214.1K | 0.14% | +279 | New |
| Quadcap Wealth Management, LLC | 279 | $214.1K | 0.03% | +279 | New |
