| Foundation Wealth Management, LLC | 233 | $224.8K | 0.07% | +233 | New |
| FSB Premier Wealth Management, Inc. | 232 | $223.9K | 0.06% | +232 | New |
| Clear Wave Wealth Management LLC | 232 | $223.9K | 0.05% | +232 | New |
| Clarendon Private LLC | 231 | $222.9K | 0.14% | +231 | New |
| Ballast, Inc. | 230 | $221.9K | 0.04% | +230 | New |
| Wealthstar Advisors, LLC | 228 | $220.0K | 0.11% | +228 | New |
| Vermillion Wealth Management, Inc. | 227 | $219.1K | 0.05% | −17−7.0% | Reduced |
| New York State Common Retirement Fund | 227 | $219.1K | 0.00% | +227 | New |
| Consolidated Planning Corp | 227 | $219.1K | 0.03% | +227 | New |
| Orin Green Financial, LLC | 227 | $219.1K | 0.08% | +227 | New |
| Palumbo Wealth Management LLC | 227 | $219.1K | 0.05% | +227 | New |
| Granite Bay Wealth Management, LLC | 227 | $219.0K | 0.02% | +227 | New |
| Wealthcare Capital Partners, LLC | 225 | $217.4K | 0.09% | +225 | New |
| Smithbridge Asset Management Inc | 225 | $217.1K | 0.03% | +225 | New |
| Curated Wealth Partners LLC | 224 | $216.2K | 0.03% | +224 | New |
| Headland Capital, LLC | 224 | $216.2K | 0.05% | +224 | New |
| MBM Wealth Consultants, LLC | 223 | $215.2K | 0.04% | +4+1.8% | Added |
| First Growth Capital LLC | 223 | $215.2K | 0.16% | +223 | New |
| August Group Capital Ltd | 221 | $212.3K | 0.23% | +221 | New |
| Essex Savings Bank | 220 | $212.3K | 0.05% | +220 | New |
| Spinnaker Investment Group, LLC | 220 | $212.3K | 0.03% | +220 | New |
| StoryOne LLC | 220 | $212.3K | 0.10% | +220 | New |
| Heartland Bank & Trust Co | 219 | $211.3K | 0.04% | +219 | New |
| Ethos Financial Group, LLC | 275 | $210.2K | 0.01% | −374−57.6% | Reduced |
| Crawford Investment Counsel Inc | 217 | $209.7K | 0.00% | +217 | New |
| Proffitt & Goodson Inc | 217 | $209.4K | 0.03% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 217 | $209.4K | 0.08% | +217 | New |
| Phillips Financial Management, LLC | 216 | $208.4K | 0.02% | +216 | New |
| Heron Bay Capital Management | 216 | $208.4K | 0.02% | +216 | New |
| Planwiser Financial, LLC | 216 | $208.4K | 0.14% | +216 | New |
| Krane Financial Solutions LLC | 216 | $208.4K | 0.13% | +216 | New |
| Cedarwood Wealth LLC | 214 | $206.5K | 0.16% | +214 | New |
| Wilkerson Advisory Group LLC | 214 | $206.5K | 0.06% | +81+60.9% | Added |
| Cornerstone Advisory, LLC | 214 | $206.5K | 0.02% | +214 | New |
| Heritage Wealth Management, Inc. | 214 | $206.5K | 0.05% | +214 | New |
| NBH Bank | 214 | $206.5K | 0.09% | +214 | New |
| Robertson Stephens Wealth Management, LLC | 213 | $205.7K | 0.01% | +213 | New |
| Family Management Corp | 213 | $205.5K | 0.02% | +213 | New |
| Legacy Edge Advisors, LLC | 213 | $205.5K | 0.02% | +213 | New |
| Vantus Wealth LLC | 213 | $205.5K | 0.11% | +213 | New |
| Blue Bell Private Wealth Management, LLC | 212 | $204.6K | 0.03% | +3+1.4% | Added |
| Brave Asset Management Inc | 212 | $204.6K | 0.04% | +212 | New |
| Aegis Wealth Management LLC | 212 | $204.6K | 0.10% | +212 | New |
| Carson Advisory Inc. | 212 | $204.6K | 0.09% | +212 | New |
| PTM Wealth Management, LLC | 240 | $204.4K | 0.09% | +240 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 211 | $204.0K | 0.10% | +211 | New |
| Private Client Services, LLC | 211 | $203.6K | 0.05% | +211 | New |
| Morton Brown Family Wealth, LLC | 211 | $203.6K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 211 | $203.6K | 0.01% | +211 | New |
| Prevail Innovative Wealth Advisors, LLC | 211 | $203.6K | 0.03% | +211 | New |
| Financial Partners Group, Inc | 210 | $203.1K | 0.02% | +210 | New |
| Quadrant Private Wealth Management, LLC | 210 | $202.8K | 0.05% | +210 | New |
| Lumbard & Kellner, LLC | 210 | $202.7K | 0.06% | +210 | New |
| Howard Financial Services, Ltd. | 210 | $202.7K | 0.02% | +210 | New |
| Wealth Management Partners, LLC | 210 | $202.7K | 0.05% | +210 | New |
| JFS Wealth Advisors, LLC | 209 | $201.7K | 0.01% | +2+1.0% | Added |
| Trilogy Capital Inc. | 209 | $201.7K | 0.01% | +209 | New |
| Schubert & Co | 208 | $200.7K | 0.14% | +208 | New |
| Financial Symmetry Inc | 208 | $200.7K | 0.07% | +208 | New |
| Entrust Financial LLC | 207 | $199.8K | 0.13% | +187+935.0% | Added |
| GoalVest Advisory LLC | 206 | $198.8K | 0.04% | +6+3.0% | Added |
| Bryn Mawr Trust Co | 205 | $197.8K | 0.00% | +2+1.0% | Added |
| MCF Advisors LLC | 203 | $196.1K | 0.01% | +100+97.1% | Added |
| Valley National Advisers Inc | 201 | $194.0K | 0.02% | −136−40.4% | Reduced |
| Pier 88 Investment Partners LLC | 200 | $193.0K | 0.05% | −3,100−93.9% | Reduced |
| MTM Investment Management, LLC | 200 | $193.0K | 0.06% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 194 | $188.1K | 0.07% | +58+42.6% | Added |
| United Financial Planning Group LLC | 189 | $182.4K | 0.09% | +189 | New |
| Harbor Asset Planning, Inc. | 187 | $180.5K | 0.14% | 00.0% | Unchanged |
| Ninety One UK Ltd | 186 | $179.5K | 0.00% | +186 | New |
| UMA Financial Services, Inc. | 185 | $178.1K | 0.02% | +6+3.4% | Added |
| Delta Asset Management LLC | 183 | $176.6K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 183 | $176.6K | 0.15% | +9+5.2% | Added |
| Capula Management Ltd | 182 | $175.6K | 0.00% | +182 | New |
| Ares Systematic Credit Ltd | 173 | $166.9K | 0.10% | +173 | New |
| Cascades Capital Asset Management, LLC | 172 | $166.0K | 0.06% | +172 | New |
| Quest 10 Wealth Builders, Inc. | 167 | $161.2K | 0.13% | +21+14.4% | Added |
| Owl Creek Wealth Partners LLC | 162 | $156.3K | 0.05% | −30−15.6% | Reduced |
| Synergy Investment Management, LLC | 186 | $150.2K | 0.04% | +141+313.3% | Added |
| Buck Wealth Strategies, LLC | 153 | $147.6K | 0.02% | +153 | New |
| Birchwood Financial Partners, Inc. | 150 | $144.8K | 0.12% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 146 | $140.9K | 0.06% | +42+40.4% | Added |
| United Community Bank | 144 | $139.0K | 0.04% | −25−14.8% | Reduced |
| Volterra Technologies LP | 135 | $130.3K | 0.08% | +135 | New |
| Fortitude Family Office, LLC | 134 | $129.3K | 0.03% | +35+35.4% | Added |
| Caitlin John, LLC | 130 | $125.5K | 0.07% | −1,359−91.3% | Reduced |
| Estabrook Capital Management | 127 | $122.6K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 125 | $120.6K | 0.10% | −8−6.0% | Reduced |
| Solstein Capital, LLC | 125 | $120.6K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 125 | $120.6K | 0.02% | +34+37.4% | Added |
| Financial Perspectives, Inc | 123 | $118.7K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 120 | $115.8K | 0.06% | +120 | New |
| Stone House Investment Management, LLC | 118 | $113.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 118 | $113.9K | 0.00% | +118 | New |
| JPL Wealth Management, LLC | 115 | $111.0K | 0.02% | +11+10.6% | Added |
| Manchester Capital Management LLC | 113 | $109.0K | 0.01% | +2+1.8% | Added |
| Cornerstone Planning Group LLC | 118 | $107.4K | 0.01% | −6−4.8% | Reduced |
| Bell Investment Advisors, Inc | 111 | $107.1K | 0.02% | +4+3.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 110 | $106.2K | 0.02% | −5−4.3% | Reduced |
| Palladiem, LLC | 110 | $106.2K | 0.10% | +110 | New |
