| Gray Private Wealth, LLC | 463 | $446.8K | 0.19% | +463 | New |
| Journey Retirement Planning & Investment Management LLC | 462 | $445.9K | 0.35% | +462 | New |
| Seven Mile Advisory | 461 | $445.2K | 0.30% | −58−11.2% | Reduced |
| Cogent Private Wealth, Inc. | 459 | $442.9K | 0.28% | +459 | New |
| Parus Finance (UK) Ltd | 458 | $442.0K | 0.12% | +458 | New |
| Groupama Asset Managment | 456 | $441.6K | 0.01% | +456 | New |
| Bridges Investment Management Inc | 457 | $441.0K | 0.01% | +457 | New |
| Campbell & CO Investment Adviser LLC | 456 | $440.0K | 0.02% | +456 | New |
| HTG Investment Advisors, Inc. | 455 | $439.1K | 0.11% | −348−43.3% | Reduced |
| Eagle Wealth Advisors LLC | 454 | $438.4K | 0.33% | +454 | New |
| J. M. Brown & Associates Inc. | 453 | $437.1K | 0.25% | +453 | New |
| Financial Synergies Wealth Advisors, Inc. | 451 | $435.4K | 0.04% | +451 | New |
| Hollencrest Capital Management | 450 | $434.3K | 0.03% | −396−46.8% | Reduced |
| Rockland Trust Co | 450 | $434.3K | 0.02% | +450 | New |
| Intrepid Financial Planning Group LLC | 450 | $434.3K | 0.15% | +450 | New |
| Abundance Wealth Counselors | 447 | $431.4K | 0.03% | +447 | New |
| Saxony Capital Management, LLC | 446 | $430.4K | 0.20% | +446 | New |
| Legacy Trust | 445 | $429.4K | 0.08% | +445 | New |
| Hexagon Capital Partners LLC | 443 | $427.5K | 0.06% | +443 | New |
| Ponta Wealth Partners, LLC | 442 | $426.5K | 0.23% | −214−32.6% | Reduced |
| Hoey Investments, Inc | 442 | $426.5K | 0.06% | +442 | New |
| OneAscent Family Office, LLC | 440 | $424.8K | 0.21% | +440 | New |
| Steigerwald, Gordon & Koch Inc. | 440 | $424.6K | 0.04% | 00.0% | Unchanged |
| BCS Wealth Management | 437 | $421.7K | 0.08% | +437 | New |
| Trust Co of Toledo NA | 435 | $419.8K | 0.03% | +40+10.1% | Added |
| Financial Advisory Service, Inc. | 433 | $417.6K | 0.02% | +433 | New |
| Fortress Private Ledger, LLC | 431 | $415.5K | 0.11% | +431 | New |
| Peterson Wealth Advisors, LLC | 430 | $414.6K | 0.05% | +430 | New |
| JMN Financial LLC | 428 | $413.4K | 0.32% | +428 | New |
| Argent Advisors, Inc. | 427 | $412.1K | 0.10% | +427 | New |
| Arta Finance Wealth Management LLC | 427 | $412.1K | 0.18% | +427 | New |
| Old Mission Investment Co LLC | 425 | $410.4K | 0.09% | +425 | New |
| Valmark Advisers, Inc. | 425 | $410.1K | 0.00% | +425 | New |
| Patriot Investment Management Inc. | 425 | $410.1K | 0.02% | +425 | New |
| Decision Investments, Inc | 425 | $410.1K | 0.37% | +425 | New |
| Nilsine Partners, LLC | 422 | $407.2K | 0.03% | +422 | New |
| Apella Capital, LLC | 491 | $406.5K | 0.01% | +58+13.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 419 | $404.3K | 0.11% | +39+10.3% | Added |
| Koshinski Asset Management, Inc. | 417 | $402.7K | 0.02% | −154−27.0% | Reduced |
| Abacus Wealth Partners, LLC | 417 | $402.4K | 0.04% | −465−52.7% | Reduced |
| Planning Alternatives Ltd | 417 | $402.4K | 0.04% | +417 | New |
| Encompass More Asset Management | 416 | $401.9K | 0.06% | +416 | New |
| First Command Advisory Services, Inc. | 415 | $400.7K | 0.00% | +376+964.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 415 | $400.5K | 1.22% | −2,060−83.2% | Reduced |
| True Wealth Design, LLC | 414 | $399.5K | 0.10% | +38+10.1% | Added |
| Bucket List Wealth Management, LLC | 414 | $399.4K | 0.20% | +414 | New |
| Cypress Wealth Services, LLC | 413 | $398.5K | 0.05% | +413 | New |
| Main Street Financial Solutions, LLC | 412 | $397.6K | 0.03% | −150−26.7% | Reduced |
| Cornerstone Wealth Management, LLC | 412 | $397.6K | 0.02% | +412 | New |
| Wick Capital Partners, LLC | 408 | $393.7K | 0.06% | +408 | New |
| Financial Management Professionals, Inc. | 403 | $389.2K | 0.04% | +3+0.8% | Added |
| Adviser Investments LLC | 402 | $388.0K | 0.00% | +402 | New |
| SGL Investment Advisors, Inc. | 484 | $387.7K | 0.13% | +484 | New |
| Dupree Financial Group, LLC | 401 | $387.0K | 0.15% | +401 | New |
| Park National Corp | 400 | $386.0K | 0.01% | −183−31.4% | Reduced |
| MV Capital Management, Inc. | 400 | $386.0K | 0.03% | +8+2.0% | Added |
| Madison Asset Management, LLC | 400 | $386.0K | 0.00% | +400 | New |
| CMG Global Holdings, LLC | 400 | $386.0K | 0.16% | +400 | New |
| LexAurum Advisors, LLC | 399 | $385.0K | 0.04% | +399 | New |
| Strategic Blueprint, LLC | 398 | $384.1K | 0.02% | +398 | New |
| BSW Wealth Partners | 397 | $383.2K | 0.04% | −214−35.0% | Reduced |
| Financial Council Asset Management Inc | 397 | $383.1K | 0.12% | +397 | New |
| Precedent Wealth Partners, LLC | 396 | $382.1K | 0.06% | +396 | New |
| Lincoln Capital Corp | 394 | $380.2K | 0.12% | +394 | New |
| 49 Wealth Management, LLC | 393 | $379.7K | 0.07% | +393 | New |
| Alongside, LLC | 393 | $379.7K | 0.07% | +393 | New |
| Carter Financial Group, INC. | 391 | $377.8K | 0.20% | +391 | New |
| Bouchey Financial Group Ltd | 391 | $377.5K | 0.02% | +391 | New |
| Black Diamond Financial, LLC | 391 | $377.3K | 0.03% | +391 | New |
| Tuttle Tactical Management | 390 | $376.4K | 0.25% | +390 | New |
| Magnus Financial Group LLC | 388 | $374.4K | 0.03% | +388 | New |
| Kera Capital Partners, Inc. | 388 | $374.4K | 0.04% | +388 | New |
| 180 Wealth Advisors, LLC | 387 | $373.0K | 0.04% | +387 | New |
| Stonebridge Capital Advisors LLC | 385 | $371.5K | 0.02% | +385 | New |
| Tritonpoint Wealth, LLC | 385 | $371.5K | 0.04% | +385 | New |
| Petra Financial Advisors Inc | 383 | $370.0K | 0.17% | +383 | New |
| Able Wealth Management LLC | 393 | $369.6K | 0.08% | +393 | New |
| Magnolia Capital Advisors LLC | 382 | $368.6K | 0.06% | +382 | New |
| Quattro Advisors LLC | 381 | $368.1K | 0.24% | +381 | New |
| Edgestream Partners, L.P. | 381 | $367.7K | 0.01% | −169−30.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 459 | $367.7K | 0.15% | +459 | New |
| Fukoku Mutual Life Insurance Co | 380 | $366.7K | 0.02% | +380 | New |
| Bayesian Capital Management, LP | 380 | $366.7K | 0.23% | +380 | New |
| Green Harvest Asset Management LLC | 380 | $366.7K | 0.00% | +380 | New |
| Adamsbrown Wealth Consultants LLC | 380 | $366.7K | 0.07% | +380 | New |
| Kestra Investment Management, LLC | 379 | $366.0K | 0.01% | −279−42.4% | Reduced |
| Fidelity D & D Bancorp Inc | 379 | $365.7K | 0.13% | +379 | New |
| Northwest Wealth Management, LLC | 379 | $365.7K | 0.05% | +379 | New |
| Clark Asset Management, LLC | 379 | $365.7K | 0.03% | +379 | New |
| M3 Advisory Group, LLC | 378 | $364.6K | 0.19% | +378 | New |
| XML Financial, LLC | 377 | $363.5K | 0.03% | +377 | New |
| Gen-Wealth Partners Inc | 376 | $362.8K | 0.10% | 00.0% | Unchanged |
| Quarry LP | 375 | $361.9K | 0.06% | −428−53.3% | Reduced |
| Pittenger & Anderson Inc | 375 | $361.9K | 0.01% | +30+8.7% | Added |
| Keebeck Alpha, LP | 375 | $361.9K | 0.75% | +375 | New |
| Delta Financial Advisors LLC | 375 | $361.9K | 0.09% | +375 | New |
| WealthPlan Investment Management, LLC | 375 | $361.9K | 0.02% | +375 | New |
| CFS Investment Advisory Services, LLC | 440 | $360.9K | 0.02% | +7+1.6% | Added |
| Consilio Wealth Advisors, LLC | 371 | $358.4K | 0.09% | +371 | New |
| ZWJ Investment Counsel Inc | 371 | $358.0K | 0.01% | +371 | New |
