| Regent Peak Wealth Advisors LLC | 554 | $268.0K | 0.05% | +554 | New |
| Kiker Wealth Management, LLC | 554 | $268.0K | 0.10% | +554 | New |
| Fielder Capital Group LLC | 552 | $267.1K | 0.06% | +552 | New |
| JMN Financial LLC | 552 | $267.1K | 0.21% | +552 | New |
| McRae Capital Management Inc | 550 | $266.1K | 0.05% | +550 | New |
| GW&K Investment Management, LLC | 550 | $266.0K | 0.00% | +322+141.2% | Added |
| Fiduciary Alliance LLC | 547 | $264.6K | 0.02% | −15−2.7% | Reduced |
| Keebeck Alpha, LP | 544 | $263.2K | 0.55% | +544 | New |
| Crestmont Private Wealth LLC | 543 | $262.7K | 0.07% | −637−54.0% | Reduced |
| Syverson Strege & Co | 543 | $262.7K | 0.06% | +543 | New |
| IPG Investment Advisors LLC | 540 | $261.3K | 0.04% | +540 | New |
| Associated Banc-Corp | 540 | $261.3K | 0.01% | +540 | New |
| Impact Partnership Wealth, LLC | 536 | $259.4K | 0.03% | +536 | New |
| Parkside Financial Bank & Trust | 531 | $256.9K | 0.02% | +14+2.7% | Added |
| WealthTrust Axiom LLC | 530 | $256.3K | 0.06% | −200−27.4% | Reduced |
| Arlington Capital Management, Inc. | 529 | $256.0K | 0.16% | +529 | New |
| Penn Capital Management Co Inc | 529 | $255.9K | 0.02% | +529 | New |
| CVA Family Office, LLC | 527 | $255.0K | 0.02% | +16+3.1% | Added |
| Cogent Strategic Wealth LLC | 527 | $255.0K | 0.24% | +527 | New |
| Natural Investments, LLC | 525 | $254.0K | 0.06% | +525 | New |
| D.A. Davidson & Co. | 523 | $253.0K | 0.00% | +523 | New |
| Forefront Wealth Partners, LLC | 522 | $252.8K | 0.08% | +522 | New |
| Ariadne Wealth Management, LP | 521 | $252.1K | 0.11% | −240−31.5% | Reduced |
| Trueblood Wealth Management, LLC | 521 | $252.0K | 0.09% | +521 | New |
| Ring Mountain Capital, LLC | 517 | $250.1K | 0.10% | +517 | New |
| Kingdom Financial Group LLC. | 513 | $248.1K | 0.06% | −26−4.8% | Reduced |
| Change Path, LLC | 509 | $246.3K | 0.01% | +509 | New |
| BlackDiamond Wealth Management Inc. | 670 | $244.6K | 0.10% | +670 | New |
| Swiss Re Ltd | 505 | $244.3K | 0.02% | +408+420.6% | Added |
| American Trust | 504 | $243.9K | 0.02% | −442−46.7% | Reduced |
| Five Oceans Advisors | 503 | $243.4K | 0.08% | +503 | New |
| Gabelli & Co Investment Advisers, Inc. | 500 | $241.9K | 0.04% | +500 | New |
| AMG National Trust Bank | 500 | $241.9K | 0.00% | +500 | New |
| Shay Capital LLC | 500 | $241.9K | 0.03% | +500 | New |
| Absolute Capital Management, LLC | 500 | $241.9K | 0.06% | +500 | New |
| Regatta Capital Group, LLC | 500 | $241.9K | 0.03% | +500 | New |
| Income Insurance Ltd | 500 | $241.9K | 0.14% | +500 | New |
| Generate Investment Management Ltd | 500 | $241.9K | 0.01% | +500 | New |
| B&L Asset Management LLC | 500 | $241.9K | 0.08% | +500 | New |
| Values First Advisors, Inc. | 498 | $240.9K | 0.11% | +498 | New |
| Kelly Financial Services LLC | 495 | $239.4K | 0.05% | +495 | New |
| Modern Wealth Management, LLC | 494 | $239.0K | 0.00% | +494 | New |
| LeConte Wealth Management, LLC | 492 | $238.0K | 0.13% | +492 | New |
| Journey Retirement Planning & Investment Management LLC | 491 | $237.6K | 0.19% | +491 | New |
| Barnes Dennig Private Wealth Management LLC | 491 | $237.6K | 0.19% | −281−36.4% | Reduced |
| Independent Wealth Network Inc. | 490 | $237.1K | 0.06% | −344−41.2% | Reduced |
| Chesapeake Asset Management LLC | 490 | $237.1K | 0.18% | 00.0% | Unchanged |
| Scotia Capital Inc. | 489 | $236.6K | 0.00% | −320−39.6% | Reduced |
| One Capital Management, LLC | 797 | $236.3K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 487 | $236.0K | 0.03% | −2,047−80.8% | Reduced |
| Palogic Value Management, L.P. | 487 | $235.6K | 0.08% | +487 | New |
| GeoWealth Management, LLC | 487 | $235.6K | 0.01% | +487 | New |
| Magnolia Private Wealth, LLC | 486 | $235.1K | 0.13% | +486 | New |
| Silvercrest Asset Management Group LLC | 485 | $234.7K | 0.00% | +485 | New |
| Reliant Investment Partners, LLC | 485 | $234.7K | 0.16% | +485 | New |
| Armis Advisers, LLC | 608 | $230.7K | 0.02% | +51+9.2% | Added |
| Peapack Gladstone Financial Corp | 476 | $230.0K | 0.00% | +476 | New |
| BIP Wealth, LLC | 475 | $229.8K | 0.01% | +475 | New |
| Claro Advisors LLC | 474 | $229.3K | 0.02% | +474 | New |
| Kingswood Wealth Advisors, LLC | 473 | $228.9K | 0.01% | +473 | New |
| SageGuard Financial Group, LLC | 472 | $228.4K | 0.03% | +472 | New |
| Markin Volterra Fund LP | 471 | $227.9K | 0.77% | +471 | New |
| Thrive Wealth Management, LLC | 468 | $226.6K | 0.03% | +468 | New |
| ABLE Financial Group, LLC | 468 | $226.4K | 0.04% | +468 | New |
| Farringdon Capital, Ltd. | 467 | $226.0K | 0.11% | −4,527−90.6% | Reduced |
| Axim Planning & Wealth | 466 | $225.5K | 0.32% | +466 | New |
| Hilltop Holdings Inc. | 461 | $223.1K | 0.02% | +461 | New |
| Sustainable Insight Capital Management, LLC | 460 | $222.6K | 0.10% | +460 | New |
| Balboa Wealth Partners | 459 | $222.1K | 0.03% | +459 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 458 | $221.6K | 0.00% | +458 | New |
| Core Wealth Partners LLC | 457 | $221.3K | 0.09% | +457 | New |
| Avidian Wealth Solutions, LLC | 457 | $221.3K | 0.01% | +457 | New |
| Trilogy Capital Inc. | 455 | $220.1K | 0.01% | +455 | New |
| Byrne Financial Freedom, LLC | 455 | $220.1K | 0.09% | +455 | New |
| Cary Street Partner Investment Advisory LLC | 455 | $220.1K | 0.04% | +455 | New |
| MJP Associates Inc | 453 | $219.3K | 0.02% | +453 | New |
| Bayesian Capital Management, LP | 453 | $219.2K | 0.14% | +453 | New |
| EagleClaw Capital Managment, LLC | 450 | $217.7K | 0.03% | +450 | New |
| Sonoma Allocations LLC | 495 | $216.3K | 0.09% | +495 | New |
| BTG Pactual Asset Management US LLC | 447 | $216.3K | 0.02% | +447 | New |
| AGH Wealth Advisors, LLC | 445 | $215.3K | 0.14% | +445 | New |
| OneAscent Financial Services LLC | 442 | $213.9K | 0.01% | −252−36.3% | Reduced |
| Elyxium Wealth, LLC | 442 | $213.9K | 0.02% | +442 | New |
| Advisor Resource Council | 561 | $212.9K | 0.07% | −115−17.0% | Reduced |
| Jacobsen Capital Management | 440 | $212.9K | 0.06% | +440 | New |
| OneAscent Wealth Management LLC | 437 | $211.4K | 0.06% | +437 | New |
| RFG Holdings, Inc. | 436 | $211.3K | 0.04% | +436 | New |
| Thompson David Blair | 435 | $210.5K | 0.11% | +435 | New |
| Forum Financial Management, LP | 434 | $210.0K | 0.00% | +434 | New |
| Globeflex Capital L P | 433 | $209.5K | 0.03% | +433 | New |
| Traynor Capital Management, Inc. | 431 | $208.4K | 0.01% | +431 | New |
| Radnor Capital Management, LLC | 430 | $208.1K | 0.03% | +430 | New |
| Stokes Family Office, LLC | 430 | $208.1K | 0.02% | +430 | New |
| Holistic Planning, LLC | 430 | $207.8K | 0.03% | +430 | New |
| Onefund, LLC | 428 | $207.1K | 0.12% | −2−0.5% | Reduced |
| Summit Investment Advisory Services, LLC | 428 | $207.1K | 0.05% | +428 | New |
| Bridgewater Advisors Inc. | 608 | $206.4K | 0.01% | +608 | New |
| Legacy Financial Strategies, LLC | 425 | $205.8K | 0.03% | +425 | New |
| New World Advisors LLC | 422 | $204.2K | 0.03% | +422 | New |
| 1620 Investment Advisors, Inc. | 422 | $204.2K | 0.13% | −148−26.0% | Reduced |
