| Gibbs Wealth Management | 1,008 | $228.3K | 0.04% | +1,008 | New |
| Beacon Financial Advisory LLC | 1,004 | $227.5K | 0.06% | −351−25.9% | Reduced |
| BIP Wealth, LLC | 1,004 | $227.4K | 0.01% | +1,004 | New |
| EdgeRock Capital LLC | 1,000 | $226.7K | 0.07% | +1,000 | New |
| Master's Wealth Management Inc. | 1,001 | $226.6K | 0.11% | +1,001 | New |
| Thompson Investment Management, Inc. | 1,000 | $226.5K | 0.03% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 1,000 | $226.5K | 0.21% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $226.5K | 0.04% | +1,000 | New |
| Defender Capital, LLC. | 1,000 | $226.5K | 0.08% | +1,000 | New |
| Fire Capital Management LLC | 1,000 | $226.5K | 0.14% | +1,000 | New |
| Bond & Devick Financial Network, Inc. | 998 | $226.0K | 0.08% | +998 | New |
| Lingohr & Partner Asset Management GmbH | 996 | $226.0K | 0.41% | −1,625−62.0% | Reduced |
| Franklin Street Advisors Inc | 1,000 | $226.0K | 0.01% | +1,000 | New |
| TigerOak Management, L.L.C. | 996 | $225.6K | 0.08% | +996 | New |
| Pandora Wealth, Inc. | 994 | $225.1K | 0.14% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 991 | $224.5K | 0.05% | +991 | New |
| McGowan Group Asset Management, Inc. | 991 | $224.4K | 0.03% | +991 | New |
| McLean Asset Management Corp | 960 | $224.3K | 0.06% | +960 | New |
| Strategies Wealth Advisors, LLC | 989 | $224.1K | 0.02% | +989 | New |
| Centricity Wealth Management, LLC | 986 | $223.3K | 0.18% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 983 | $222.7K | 0.01% | +983 | New |
| CNB Bank | 983 | $222.6K | 0.11% | 00.0% | Unchanged |
| Asset Dedication, LLC | 983 | $222.6K | 0.02% | +170+20.9% | Added |
| ARS Wealth Advisors Group, LLC | 979 | $221.7K | 0.03% | +979 | New |
| LongView Wealth Management | 979 | $221.7K | 0.07% | +979 | New |
| Charter Oak Capital Management, LLC | 977 | $221.3K | 0.02% | +977 | New |
| Hoxton Planning & Management, LLC | 975 | $220.8K | 0.08% | +975 | New |
| Oxford Financial Group Ltd | 974 | $220.6K | 0.01% | −652−40.1% | Reduced |
| Miller Howard Investments Inc | 973 | $220.4K | 0.01% | +973 | New |
| Clark Asset Management, LLC | 973 | $220.4K | 0.03% | +973 | New |
| Centric Wealth Management | 909 | $219.8K | 0.05% | +909 | New |
| Arlington Capital Management, Inc. | 966 | $218.8K | 0.19% | +966 | New |
| Astoria Portfolio Advisors LLC. | 905 | $218.6K | 0.06% | +905 | New |
| Invst, LLC | 965 | $218.6K | 0.03% | +965 | New |
| Wellspring Financial Advisors, LLC | 964 | $218.3K | 0.02% | +964 | New |
| City Center Advisors, LLC | 964 | $218.3K | 0.23% | +964 | New |
| Total Clarity Wealth Management, Inc. | 959 | $217.2K | 0.06% | +959 | New |
| Better Money Decisions, LLC | 959 | $217.2K | 0.13% | +959 | New |
| Paragon Private Wealth Management, LLC | 958 | $217.0K | 0.09% | +958 | New |
| First Hawaiian Bank | 957 | $216.8K | 0.03% | +957 | New |
| RW Investment Management LLC | 956 | $216.5K | 0.02% | +956 | New |
| QTR Family Wealth, LLC | 955 | $216.3K | 0.13% | +955 | New |
| Howard Capital Management Group, LLC | 950 | $215.2K | 0.01% | 00.0% | Unchanged |
| SFE Investment Counsel | 948 | $214.7K | 0.04% | +948 | New |
| Crawford Investment Counsel Inc | 946 | $214.2K | 0.00% | +946 | New |
| Post Resch Tallon Group Inc. | 945 | $214.0K | 0.21% | +945 | New |
| Albion Financial Group | 944 | $213.8K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 940 | $212.9K | 0.03% | +940 | New |
| WealthCollab, LLC | 938 | $212.4K | 0.12% | +23+2.5% | Added |
| TFC Financial Management | 938 | $212.4K | 0.03% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 938 | $212.3K | 0.07% | +938 | New |
| Laraway Financial Inc | 937 | $212.2K | 0.16% | +937 | New |
| Essex LLC | 935 | $211.8K | 0.04% | +935 | New |
| Zhang Financial LLC | 931 | $210.9K | 0.01% | +931 | New |
| Measured Wealth Private Client Group, LLC | 926 | $209.7K | 0.06% | +926 | New |
| Beacon Investment Advisors LLC | 913 | $208.7K | 0.09% | +913 | New |
| Capstone Wealth Management Group LLC | 912 | $206.6K | 0.15% | +912 | New |
| Linscomb & Williams, Inc. | 911 | $206.3K | 0.01% | +911 | New |
| Kera Capital Partners, Inc. | 906 | $205.2K | 0.04% | +906 | New |
| Tripletail Wealth Management, LLC | 841 | $205.2K | 0.29% | +841 | New |
| Leisure Capital Management | 904 | $204.7K | 0.08% | +904 | New |
| Hampton Road Capital Management LP | 900 | $203.8K | 0.67% | +900 | New |
| Windle Wealth, LLC | 900 | $203.8K | 0.10% | +900 | New |
| Uniting Wealth Partners, LLC | 900 | $203.8K | 0.08% | +900 | New |
| Trilogy Capital Inc. | 899 | $203.6K | 0.01% | +899 | New |
| Sandy Cove Advisors, LLC | 898 | $203.5K | 0.07% | +898 | New |
| Weaver Consulting Group | 898 | $203.4K | 0.06% | +898 | New |
| Hidden Cove Wealth Management, LLC | 898 | $203.4K | 0.15% | +898 | New |
| First National Bank | 897 | $203.2K | 0.12% | +897 | New |
| Fiduciary Group LLC | 891 | $201.8K | 0.02% | +891 | New |
| Navis Wealth Advisors, LLC | 888 | $201.1K | 0.17% | +888 | New |
| Westside Investment Management, Inc. | 885 | $199.3K | 0.04% | +763+625.4% | Added |
| Atticus Wealth Management, LLC | 862 | $195.2K | 0.05% | +87+11.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 847 | $191.8K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 850 | $191.0K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 832 | $188.6K | 0.18% | +674+426.6% | Added |
| PrairieView Partners, LLC | 825 | $186.0K | 0.02% | +115+16.2% | Added |
| Alpine Bank Wealth Management | 820 | $185.7K | 0.03% | +115+16.3% | Added |
| Key Financial Inc | 815 | $184.6K | 0.04% | −13−1.6% | Reduced |
| Chung Wu Investment Group, LLC | 800 | $181.2K | 0.19% | +800 | New |
| CX Institutional | 800 | $181.0K | 0.01% | +42+5.5% | Added |
| Blue Bell Private Wealth Management, LLC | 794 | $179.8K | 0.03% | +96+13.8% | Added |
| Private Wealth Asset Management, LLC | 767 | $173.7K | 0.02% | +300+64.2% | Added |
| Plante Moran Financial Advisors, LLC | 766 | $173.5K | 0.01% | −84−9.9% | Reduced |
| WFA of San Diego, LLC | 726 | $164.4K | 0.12% | +726 | New |
| North Star Investment Management Corp. | 723 | $163.8K | 0.01% | +500+224.2% | Added |
| Nemes Rush Group LLC | 710 | $160.9K | 0.02% | +533+301.1% | Added |
| Concord Wealth Partners | 705 | $159.6K | 0.02% | +11+1.6% | Added |
| Nkcfo LLC | 700 | $159.0K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 688 | $155.8K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 669 | $151.6K | 0.05% | +9+1.4% | Added |
| Bayforest Capital Ltd | 658 | $149.0K | 0.07% | +658 | New |
| Godsey & Gibb Associates | 655 | $148.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 649 | $147.0K | 0.02% | +155+31.4% | Added |
| Rialto Wealth Management, LLC | 642 | $145.4K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 636 | $144.0K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 628 | $142.2K | 0.02% | +128+25.6% | Added |
| Spirit of America Management Corp | 600 | $135.9K | 0.03% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 570 | $129.1K | 0.04% | +570 | New |
| Binnacle Investments Inc | 556 | $125.9K | 0.08% | +17+3.2% | Added |
