| PFC Capital Group, Inc. | 1,000 | $266.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 991 | $264.3K | 0.02% | −5−0.5% | Reduced |
| Diversify Advisory Services, LLC | 1,094 | $264.2K | 0.02% | +1,094 | New |
| Western Wealth Management, LLC | 985 | $262.8K | 0.02% | +17+1.8% | Added |
| Stonebrook Private Inc. | 984 | $262.4K | 0.07% | +45+4.8% | Added |
| Focus Financial Network, Inc. | 982 | $261.9K | 0.01% | +982 | New |
| Spirepoint Private Client, LLC | 981 | $261.6K | 0.03% | −25−2.5% | Reduced |
| Virtue Capital Management, LLC | 980 | $261.0K | 0.03% | +980 | New |
| Stonebridge Financial Group, LLC | 978 | $260.8K | 0.03% | −295−23.2% | Reduced |
| Zions Bancorporation, National Association | 976 | $260.3K | 0.02% | +976 | New |
| Sovereign Financial Group, Inc. | 974 | $259.8K | 0.06% | +974 | New |
| Obsidian Personal Planning Solutions LLC | 1,051 | $259.5K | 0.12% | −1−0.1% | Reduced |
| Independent Wealth Network Inc. | 972 | $259.2K | 0.10% | +22+2.3% | Added |
| GoalVest Advisory LLC | 969 | $258.4K | 0.07% | +354+57.6% | Added |
| TCFG Wealth Management, LLC | 968 | $258.2K | 0.13% | −55−5.4% | Reduced |
| Keudell/Morrison Wealth Management | 967 | $257.9K | 0.06% | −409−29.7% | Reduced |
| Capital A Wealth Management, LLC | 966 | $257.6K | 0.27% | −255−20.9% | Reduced |
| Versant Capital Management, Inc | 964 | $257.1K | 0.04% | +596+162.0% | Added |
| Stevens Capital Management LP | 958 | $256.0K | 0.06% | +958 | New |
| Farringdon Capital, Ltd. | 959 | $255.8K | 0.13% | +959 | New |
| Clear Creek Financial Management, LLC | 959 | $255.8K | 0.03% | +959 | New |
| Trust Co | 955 | $254.7K | 0.03% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 949 | $253.1K | 0.02% | +949 | New |
| Ashton Thomas Securities, LLC | 946 | $252.3K | 0.07% | −8−0.8% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 946 | $252.3K | 0.07% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 943 | $251.5K | 0.02% | +31+3.4% | Added |
| LVW Advisors, LLC | 940 | $250.7K | 0.03% | −82−8.0% | Reduced |
| Heritage Investors Management Corp | 939 | $250.0K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 933 | $248.8K | 0.01% | +933 | New |
| Ameritas Advisory Services, LLC | 955 | $248.6K | 0.01% | +955 | New |
| Capital Investment Advisory Services, LLC | 932 | $248.6K | 0.02% | +932 | New |
| SCS Capital Management LLC | 931 | $248.3K | 0.00% | +931 | New |
| Sound Stewardship, LLC | 930 | $248.0K | 0.14% | +930 | New |
| Manchester Capital Management LLC | 929 | $247.9K | 0.03% | +18+2.0% | Added |
| US Financial Advisors, LLC | 922 | $245.9K | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 916 | $244.3K | 0.02% | +4+0.4% | Added |
| Traveka Wealth, LLC | 914 | $243.7K | 0.14% | +914 | New |
| Paul Damon & Associates, Inc. | 911 | $243.0K | 0.15% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 909 | $242.4K | 0.00% | −522−36.5% | Reduced |
| Global Financial Private Client, LLC | 906 | $241.6K | 0.09% | +27+3.1% | Added |
| Moser Wealth Advisors, LLC | 905 | $241.4K | 0.13% | +75+9.0% | Added |
| Quarry LP | 904 | $241.1K | 0.06% | +820+976.2% | Added |
| Balboa Wealth Partners | 903 | $240.8K | 0.06% | −680−43.0% | Reduced |
| Cherrydale Wealth Management, LLC | 901 | $240.3K | 0.10% | +901 | New |
| CTC Alternative Strategies, Ltd. | 900 | $240.0K | 0.29% | +900 | New |
| Empirical Asset Management, LLC | 899 | $239.8K | 0.08% | −14,978−94.3% | Reduced |
| Grove Bank & Trust | 897 | $239.2K | 0.03% | −17−1.9% | Reduced |
| Spartan Planning & Wealth Management | 884 | $235.8K | 0.23% | −143−13.9% | Reduced |
| GHP Investment Advisors, Inc. | 884 | $235.7K | 0.01% | +5+0.6% | Added |
| Good Steward Wealth Advisors,LLC | 883 | $235.5K | 0.21% | +883 | New |
| Revolve Wealth Partners, LLC | 882 | $235.4K | 0.03% | +882 | New |
| Baldwin Brothers Inc | 878 | $234.2K | 0.02% | +878 | New |
| Bank of Hawaii | 876 | $233.6K | 0.01% | +876 | New |
| Everett Harris & Co | 874 | $233.1K | 0.00% | +874 | New |
| DGS Capital Management, LLC | 874 | $233.1K | 0.06% | +874 | New |
| Victrix Investment Advisors | 867 | $231.2K | 0.12% | +867 | New |
| Franklin Street Advisors Inc | 867 | $231.0K | 0.02% | +867 | New |
| Stock Yards Bank & Trust Co | 866 | $231.0K | 0.01% | +866 | New |
| Consolidated Portfolio Review Corp | 863 | $230.2K | 0.04% | +863 | New |
| Goepper Burkhardt LLC | 862 | $229.9K | 0.09% | +862 | New |
| Jacobsen Capital Management | 859 | $229.1K | 0.10% | +859 | New |
| Venturi Wealth Management, LLC | 855 | $228.0K | 0.01% | +113+15.2% | Added |
| Simplicity Wealth,LLC | 855 | $228.0K | 0.02% | +855 | New |
| Quadrant Private Wealth Management, LLC | 853 | $227.5K | 0.06% | +853 | New |
| Blue Investment Partners LLC | 850 | $226.7K | 0.09% | +850 | New |
| Abel Hall, LLC | 850 | $226.7K | 0.14% | +850 | New |
| Howard Bailey Securities, LLC | 848 | $226.2K | 0.08% | −250−22.8% | Reduced |
| Integrated Investment Consultants, LLC | 847 | $225.9K | 0.04% | +847 | New |
| TrueWealth Advisors, LLC | 847 | $225.9K | 0.07% | +847 | New |
| WMG Financial Advisors, LLC | 845 | $225.4K | 0.10% | +845 | New |
| Family Management Corp | 833 | $222.2K | 0.04% | +833 | New |
| Trust Investment Advisors | 831 | $221.6K | 0.14% | −243−22.6% | Reduced |
| Paragon Private Wealth Management, LLC | 830 | $221.4K | 0.10% | +830 | New |
| Transcend Wealth Collective, LLC | 816 | $217.7K | 0.02% | +816 | New |
| Riverview Trust Co | 816 | $217.6K | 0.21% | −93−10.2% | Reduced |
| Baron Wealth Management LLC | 815 | $217.4K | 0.10% | +815 | New |
| Beacon Financial Advisory LLC | 815 | $217.2K | 0.07% | +815 | New |
| Tyler-Stone Wealth Management | 812 | $216.6K | 0.04% | +812 | New |
| Texas Bank & Trust Co | 810 | $216.0K | 0.09% | −380−31.9% | Reduced |
| Hobbs Wealth Management, LLC | 808 | $215.5K | 0.24% | +808 | New |
| State of Wyoming | 807 | $215.2K | 0.03% | +216+36.5% | Added |
| Crestmont Private Wealth LLC | 806 | $215.0K | 0.09% | +806 | New |
| Traphagen Investment Advisors LLC | 806 | $214.9K | 0.02% | +806 | New |
| ICONIQ Capital, LLC | 805 | $214.7K | 0.00% | +805 | New |
| Calton & Associates, Inc. | 805 | $214.7K | 0.05% | +805 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 804 | $214.4K | 0.09% | −5−0.6% | Reduced |
| Baugh & Associates, LLC | 804 | $214.4K | 0.11% | +804 | New |
| Occidental Asset Management, LLC | 804 | $214.4K | 0.03% | +804 | New |
| KKM Financial LLC | 864 | $214.1K | 0.09% | −18−2.0% | Reduced |
| Rathbone Brothers plc | 801 | $213.6K | 0.00% | +801 | New |
| Cullinan Associates Inc | 800 | $213.4K | 0.02% | +800 | New |
| Private Wealth Partners, LLC | 800 | $213.4K | 0.02% | +800 | New |
| Wellington Shields Capital Management, LLC | 800 | $213.4K | 0.04% | +800 | New |
| Investment House LLC | 800 | $213.4K | 0.01% | +800 | New |
| Berger Financial Group, Inc | 799 | $213.1K | 0.01% | −27,639−97.2% | Reduced |
| Intelligence Driven Advisers, LLC | 799 | $213.1K | 0.04% | +799 | New |
| Aletheian Wealth Advisors LLC | 799 | $213.1K | 0.12% | +799 | New |
| Cornerstone Advisory, LLC | 836 | $212.3K | 0.02% | +19+2.3% | Added |
| Saxon Interests, Inc. | 788 | $210.2K | 0.10% | +788 | New |
| Tiemann Investment Advisors, LLC | 787 | $209.9K | 0.10% | +787 | New |
