| Archer Investment Corp | 580 | $559.7K | 0.11% | +580 | New |
| Maridea Wealth Management LLC | 580 | $559.6K | 0.06% | +6+1.0% | Added |
| Cromwell Holdings LLC | 579 | $559.2K | 0.25% | 00.0% | Unchanged |
| Permanens Capital L.P. | 575 | $555.3K | 0.06% | +575 | New |
| Ancora Advisors, LLC | 575 | $554.9K | 0.01% | +249+76.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 573 | $553.4K | 0.10% | +573 | New |
| Arwa LLC | 735 | $547.9K | 0.23% | +735 | New |
| Wealth Architects, LLC | 566 | $546.2K | 0.04% | −44−7.2% | Reduced |
| Basecamp Wealth Advisors LLC | 565 | $545.2K | 0.10% | +6+1.1% | Added |
| Claris Advisors, LLC | 563 | $543.3K | 0.14% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 563 | $543.0K | 0.45% | +563 | New |
| AlphaStar Capital Management, LLC | 559 | $539.5K | 0.03% | +559 | New |
| Central Trust Co | 554 | $534.6K | 0.01% | +1+0.2% | Added |
| Ledyard National Bank | 554 | $534.6K | 0.04% | +554 | New |
| Greenspring Advisors, LLC | 553 | $533.9K | 0.03% | +553 | New |
| Berman McAleer LLC | 552 | $532.7K | 0.06% | −109−16.5% | Reduced |
| Meredith Wealth Planning | 552 | $532.5K | 0.13% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 549 | $529.8K | 0.12% | −1,951−78.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 546 | $527.2K | 0.04% | +463+557.8% | Added |
| Holderness Investments Co | 544 | $525.0K | 0.09% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 543 | $524.1K | 0.06% | +543 | New |
| Silicon Valley Capital Partners | 543 | $524.1K | 0.04% | +517+1,988.5% | Added |
| Summit Wealth Group LLC | 541 | $521.8K | 0.04% | +541 | New |
| Primoris Wealth Advisors, LLC | 539 | $520.1K | 0.24% | +539 | New |
| Five Oceans Advisors | 538 | $519.2K | 0.17% | +1+0.2% | Added |
| Fort Point Capital Partners LLC | 537 | $518.6K | 0.06% | −86−13.8% | Reduced |
| Ashton Thomas Securities, LLC | 549 | $518.2K | 0.08% | +549 | New |
| Knights of Columbus Asset Advisors LLC | 537 | $518.2K | 0.03% | +537 | New |
| City State Bank | 534 | $515.3K | 0.12% | −139−20.7% | Reduced |
| LifeGoal Wealth Advisors | 534 | $515.3K | 0.24% | +534 | New |
| TSA Wealth Managment LLC | 533 | $514.3K | 0.15% | −100−15.8% | Reduced |
| Caliber Wealth Management, LLC | 533 | $514.3K | 0.05% | +533 | New |
| Sienna Gestion | 525 | $514.2K | 0.03% | +525 | New |
| Frisch Financial Group, Inc. | 528 | $509.8K | 0.09% | −163−23.6% | Reduced |
| City Center Advisors, LLC | 528 | $509.5K | 0.41% | −423−44.5% | Reduced |
| Aviance Capital Partners, LLC | 528 | $509.5K | 0.05% | −285−35.1% | Reduced |
| Red Door Wealth Management, LLC | 528 | $509.5K | 0.05% | +5+1.0% | Added |
| Sagewood Asset Management LP | 527 | $508.6K | 0.12% | −69−11.6% | Reduced |
| Drive Wealth Management, LLC | 525 | $507.0K | 0.09% | −214−29.0% | Reduced |
| Perkins Capital Management Inc | 525 | $506.6K | 0.40% | −25−4.5% | Reduced |
| WealthTrust Asset Management, LLC | 525 | $506.6K | 0.27% | 00.0% | Unchanged |
| Betterment LLC | 522 | $504.0K | 0.00% | −476−47.7% | Reduced |
| Old North State Wealth Management, LLC | 522 | $503.9K | 0.22% | −424−44.8% | Reduced |
| Rockbridge Investment Management, LCC | 521 | $502.8K | 0.04% | +5+1.0% | Added |
| TritonPoint Partners, LLC | 520 | $502.2K | 0.04% | +520 | New |
| Perryman Financial Advisory Inc | 520 | $501.9K | 0.07% | +520 | New |
| Founders Financial Alliance, LLC | 518 | $500.2K | 0.07% | −393−43.1% | Reduced |
| Intentional Wealth Strategies, LLC | 516 | $497.9K | 0.47% | +2+0.4% | Added |
| Bullock Wealth Management Group | 544 | $497.9K | 0.22% | +325+148.4% | Added |
| Laurion Capital Management LP | 511 | $493.1K | 0.04% | −2,536−83.2% | Reduced |
| Claro Advisors LLC | 510 | $492.5K | 0.05% | +510 | New |
| Cypress Capital Advisors, LLC | 509 | $491.2K | 0.20% | +509 | New |
| Essential Partners LLC | 508 | $490.2K | 0.23% | +172+51.2% | Added |
| Advisory Resource Group | 508 | $490.2K | 0.07% | +508 | New |
| RMB Capital Management, LLC | 508 | $490.2K | 0.01% | +508 | New |
| Mayflower Financial Advisors, LLC | 507 | $489.3K | 0.04% | +507 | New |
| Flatrock Wealth Partners LLC | 506 | $488.7K | 0.19% | −55−9.8% | Reduced |
| Vista Capital Partners, Inc. | 504 | $486.4K | 0.04% | +504 | New |
| Summitry LLC | 503 | $485.4K | 0.02% | −36−6.7% | Reduced |
| Certified Advisory Corp | 500 | $482.9K | 0.04% | +500 | New |
| Quad-Cities Investment Group, LLC | 500 | $482.5K | 0.17% | −500−50.0% | Reduced |
| North Dallas Bank & Trust Co | 500 | $482.5K | 0.29% | −118−19.1% | Reduced |
| Investment Research Partners LLC | 500 | $482.5K | 0.16% | −25−4.8% | Reduced |
| Paradigm Asset Management Co LLC | 500 | $482.5K | 0.10% | +500 | New |
| WP Advisors, LLC | 500 | $482.5K | 0.12% | +500 | New |
| Bigelow Investment Advisors, LLC | 500 | $482.5K | 0.17% | +500 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 500 | $482.5K | 0.14% | +500 | New |
| Purpose Unlimited Inc. | 500 | $482.5K | 0.02% | +500 | New |
| First Horizon Corp | 498 | $480.6K | 0.02% | +160+47.3% | Added |
| Focused Wealth Management, Inc | 497 | $480.0K | 0.04% | +497 | New |
| Warwick Investment Management, Inc. | 496 | $478.6K | 0.05% | −122−19.7% | Reduced |
| Magnolia Private Wealth, LLC | 494 | $476.7K | 0.26% | −55−10.0% | Reduced |
| Modera Wealth Management, LLC | 493 | $475.7K | 0.01% | +493 | New |
| Arkfeld Wealth Strategies, L.L.C. | 547 | $474.9K | 0.14% | −400−42.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 491 | $473.8K | 0.05% | +39+8.6% | Added |
| Cloud Capital Management, LLC | 490 | $473.0K | 0.17% | −66−11.9% | Reduced |
| TPG Financial Advisors, LLC | 490 | $472.9K | 0.14% | +490 | New |
| LRI Investments, LLC | 485 | $468.0K | 0.04% | +92+23.4% | Added |
| Quent Capital, LLC | 484 | $467.1K | 0.03% | +60+14.2% | Added |
| Elequin Capital LP | 483 | $466.1K | 0.02% | +433+866.0% | Added |
| LeConte Wealth Management, LLC | 483 | $466.1K | 0.25% | +483 | New |
| BLVD Private Wealth, LLC | 483 | $466.1K | 0.35% | +483 | New |
| Maple Capital Management, Inc. | 482 | $465.1K | 0.03% | +482 | New |
| Aureus Asset Management, LLC | 481 | $464.2K | 0.03% | −72−13.0% | Reduced |
| Symmetry Investments LP | 480 | $463.2K | 0.05% | +480 | New |
| Sentinus, LLC | 479 | $462.2K | 0.04% | +479 | New |
| Capstone Wealth Management, LLC | 476 | $459.3K | 0.21% | +476 | New |
| Cambient Family Office, LLC | 474 | $457.7K | 0.06% | +474 | New |
| KG&L Capital Management,LLC | 474 | $457.4K | 0.27% | +474 | New |
| William Allan, LLC | 474 | $457.4K | 0.22% | +474 | New |
| Triton Wealth Management, PLLC | 529 | $455.0K | 0.14% | +529 | New |
| GK Wealth Management LLC | 471 | $454.5K | 0.27% | +471 | New |
| Paul R. Ried Financial Group, LLC | 471 | $454.5K | 0.20% | +471 | New |
| Western Reserve Capital Management, LLC | 470 | $453.6K | 0.34% | +470 | New |
| Avail Investment Partners, LLC | 470 | $453.6K | 0.35% | +470 | New |
| WPG Advisers, LLC | 469 | $452.6K | 0.27% | +435+1,279.4% | Added |
| Prestige Wealth Management Group LLC | 467 | $451.0K | 0.08% | −277−37.2% | Reduced |
| First American Trust, FSB | 465 | $449.1K | 0.03% | +465 | New |
| Zions Bancorporation, National Association | 464 | $447.8K | 0.03% | +263+130.8% | Added |
| Wayfinding Financial, LLC | 463 | $447.0K | 0.17% | +463 | New |
