| Register Financial Advisors LLC | 952 | $282.2K | 0.10% | +952 | New |
| McNamara Financial Services, Inc. | 950 | $281.6K | 0.05% | +950 | New |
| Northwest Wealth Management, LLC | 950 | $281.6K | 0.04% | +950 | New |
| American Trust | 946 | $280.5K | 0.02% | −1,562−62.3% | Reduced |
| SMART Wealth LLC | 946 | $280.5K | 0.08% | +946 | New |
| Diametric Capital, LP | 943 | $279.6K | 0.07% | +943 | New |
| Cypress Asset Management Inc | 940 | $278.7K | 0.06% | +940 | New |
| Signaturefd, LLC | 932 | $276.4K | 0.00% | +160+20.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 932 | $276.3K | 0.00% | +932 | New |
| Harbour Investments, Inc. | 931 | $276.3K | 0.00% | +386+70.8% | Added |
| Prosperity Consulting Group, LLC | 918 | $272.1K | 0.01% | +918 | New |
| Portside Wealth Group, LLC | 910 | $269.8K | 0.04% | +910 | New |
| Johnson Financial Group, Inc. | 908 | $269.2K | 0.01% | −279−23.5% | Reduced |
| Focused Alpha, LLC | 906 | $268.6K | 0.08% | −1,951−68.3% | Reduced |
| Groupama Asset Managment | 904 | $268.0K | 0.00% | −664−42.3% | Reduced |
| Greenfield Savings Bank | 903 | $267.7K | 0.11% | +903 | New |
| Pavion Blue Capital, LLC | 900 | $266.8K | 0.12% | +900 | New |
| Soltis Investment Advisors LLC | 899 | $266.4K | 0.02% | +899 | New |
| Savvy Advisors, Inc. | 891 | $264.1K | 0.01% | +891 | New |
| Corient IA LLC | 885 | $262.4K | 0.25% | +885 | New |
| Exencial Wealth Advisors, LLC | 883 | $261.7K | 0.01% | +883 | New |
| Financial Advisory Service, Inc. | 881 | $261.1K | 0.02% | +881 | New |
| Whittier Trust Co | 827 | $260.9K | 0.00% | +43+5.5% | Added |
| Cidel Asset Management Inc | 878 | $260.3K | 0.01% | +878 | New |
| Fermata Advisors, LLC | 874 | $259.1K | 0.06% | +874 | New |
| J. Team Financial, Inc. | 872 | $258.4K | 0.29% | −372−29.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 867 | $256.9K | 0.03% | +867 | New |
| Fidelis Capital Partners, LLC | 866 | $256.7K | 0.02% | +866 | New |
| State of Wyoming | 862 | $255.5K | 0.03% | +862 | New |
| Teza Capital Management LLC | 859 | $254.7K | 0.93% | −363−29.7% | Reduced |
| DGS Capital Management, LLC | 859 | $254.7K | 0.04% | +859 | New |
| Fund Advisors of America Inc | 853 | $252.8K | 0.26% | +853 | New |
| Ellevest, Inc. | 850 | $252.0K | 0.04% | +850 | New |
| LifeGoal Wealth Advisors | 803 | $250.7K | 0.14% | +803 | New |
| Yoder Wealth Management, Inc. | 845 | $250.5K | 0.11% | +845 | New |
| L2 Asset Management, LLC | 844 | $250.2K | 0.02% | +844 | New |
| Odyssean, LLC | 843 | $249.9K | 0.09% | +843 | New |
| Catalyst Financial Partners LLC | 835 | $247.5K | 0.03% | +835 | New |
| 5T Wealth, LLC | 835 | $247.5K | 0.10% | +835 | New |
| Childress Capital Advisors, LLC | 834 | $247.3K | 0.04% | −5,271−86.3% | Reduced |
| Independent Wealth Network Inc. | 834 | $247.2K | 0.07% | +834 | New |
| Mirabella Financial Services LLP | 830 | $246.1K | 0.02% | −282−25.4% | Reduced |
| Shelton Capital Management | 829 | $245.8K | 0.01% | +829 | New |
| RFG Advisory, LLC | 829 | $245.7K | 0.00% | +829 | New |
| KCM Investment Advisors LLC | 828 | $245.5K | 0.01% | +828 | New |
| HighPoint Advisor Group LLC | 823 | $244.0K | 0.01% | −2,941−78.1% | Reduced |
| Massmutual Trust Co FSB | 823 | $244.0K | 0.01% | +27+3.4% | Added |
| SmartHarvest Portfolios, LLC | 823 | $244.0K | 0.10% | +823 | New |
| Root Financial Partners, LLC | 816 | $241.9K | 0.01% | +516+172.0% | Added |
| Anchyra Partners LLC | 813 | $241.0K | 0.07% | +813 | New |
| Impact Investors, Inc | 811 | $240.5K | 0.17% | +811 | New |
| Afg Fiduciary Services Limited Partnership | 761 | $240.0K | 0.14% | +761 | New |
| Scotia Capital Inc. | 809 | $239.8K | 0.00% | +809 | New |
| Brookstone Capital Management | 807 | $239.2K | 0.00% | +807 | New |
| Womack Financial LLC | 806 | $238.9K | 0.18% | +806 | New |
| Berger Financial Group, Inc | 805 | $238.7K | 0.01% | +805 | New |
| Gateway Wealth Partners, LLC | 800 | $237.4K | 0.01% | +800 | New |
| Invera Wealth Advisors, LLC | 800 | $237.2K | 0.15% | +800 | New |
| Reynders McVeigh Capital Management, LLC | 800 | $237.0K | 0.01% | +800 | New |
| Altar Rock LLC | 799 | $236.9K | 0.28% | +799 | New |
| One Capital Management, LLC | 797 | $236.3K | 0.01% | +797 | New |
| Wall Street Financial Group, Inc. | 792 | $234.8K | 0.14% | +792 | New |
| Nwam LLC | 791 | $234.5K | 0.01% | +791 | New |
| Hurley Capital, LLC | 790 | $234.3K | 0.13% | −80−9.2% | Reduced |
| Waterloo Capital, L.P. | 789 | $233.9K | 0.02% | +789 | New |
| Stevens Capital Management LP | 786 | $233.0K | 0.04% | +786 | New |
| Pure Financial Advisors, Inc. | 785 | $232.7K | 0.00% | −370−32.0% | Reduced |
| Anchor Investment Management, LLC | 782 | $231.8K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 772 | $228.9K | 0.23% | +33+4.5% | Added |
| Sagewood Asset Management LP | 770 | $228.3K | 0.07% | +770 | New |
| Lincoln Capital Corp | 767 | $227.4K | 0.08% | +767 | New |
| Ariadne Wealth Management, LP | 761 | $225.6K | 0.10% | +26+3.5% | Added |
| Storgate, LLC | 752 | $222.9K | 0.17% | −1,186−61.2% | Reduced |
| Curated Wealth Partners LLC | 749 | $222.0K | 0.03% | +749 | New |
| Ruggiero Investments, Inc. | 749 | $222.0K | 0.21% | +749 | New |
| Van Berkom & Associates Inc. | 750 | $222.0K | 0.01% | −250−25.0% | Reduced |
| CWA Asset Management Group, LLC | 748 | $221.8K | 0.01% | +748 | New |
| PDS Planning, Inc | 746 | $221.2K | 0.01% | +746 | New |
| Family Wealth Partners, LLC | 746 | $221.2K | 0.08% | +746 | New |
| Rialto Wealth Management, LLC | 740 | $219.4K | 0.05% | +3+0.4% | Added |
| IHT Wealth Management, LLC | 738 | $218.8K | 0.01% | +738 | New |
| Endeavor Private Wealth, Inc. | 734 | $217.6K | 0.06% | +734 | New |
| Flatrock Wealth Partners LLC | 734 | $217.6K | 0.10% | +734 | New |
| Argent Advisors, Inc. | 733 | $217.3K | 0.06% | +733 | New |
| WealthTrust Axiom LLC | 730 | $216.3K | 0.05% | +730 | New |
| Portfolio Design Labs, LLC | 726 | $215.2K | 0.04% | +726 | New |
| Everhart Financial Group, Inc. | 724 | $214.7K | 0.02% | +724 | New |
| Drive Wealth Management, LLC | 724 | $214.5K | 0.05% | +724 | New |
| Abundance Wealth Counselors | 723 | $214.3K | 0.03% | +723 | New |
| Victory Financial Group, LLC | 710 | $210.5K | 0.03% | +710 | New |
| Commerzbank Aktiengesellschaft | 710 | $210.0K | 0.00% | +710 | New |
| Volterra Technologies LP | 707 | $209.6K | 0.15% | −3,184−81.8% | Reduced |
| Capital Investment Advisory Services, LLC | 707 | $209.6K | 0.02% | +707 | New |
| Miracle Mile Advisors, LLC | 700 | $207.5K | 0.00% | +700 | New |
| High Net Worth Advisory Group LLC | 700 | $207.5K | 0.05% | +700 | New |
| Resources Investment Advisors, LLC. | 698 | $206.9K | 0.00% | −633−47.6% | Reduced |
| Symphony Financial, Ltd. Co. | 699 | $206.8K | 0.03% | +699 | New |
| Simplicity Wealth,LLC | 696 | $206.3K | 0.01% | +696 | New |
| Riversedge Advisors, LLC | 696 | $206.3K | 0.03% | +696 | New |
| OneAscent Financial Services LLC | 694 | $205.8K | 0.01% | +694 | New |
