| Gibbs Wealth Management | 942 | $263.1K | 0.06% | −66−6.5% | Reduced |
| Lumbard & Kellner, LLC | 941 | $262.8K | 0.10% | +941 | New |
| Graves-Light Private Wealth Management, Inc. | 940 | $262.5K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 938 | $262.0K | 0.03% | 00.0% | Unchanged |
| Blalock Williams, LLC | 934 | $260.9K | 0.23% | +934 | New |
| Centerpoint Advisory Group | 932 | $260.3K | 0.20% | +932 | New |
| Bigelow Investment Advisors, LLC | 930 | $259.7K | 0.10% | +930 | New |
| Milestone Asset Management, LLC | 927 | $259.2K | 0.05% | +927 | New |
| Key Financial Inc | 898 | $259.0K | 0.05% | +83+10.2% | Added |
| Measured Wealth Private Client Group, LLC | 926 | $258.6K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 924 | $258.1K | 0.03% | −371−28.6% | Reduced |
| Consolidated Portfolio Review Corp | 923 | $257.8K | 0.03% | +923 | New |
| Financial Advisors Network, Inc. | 922 | $257.5K | 0.04% | +922 | New |
| BWM Planning, LLC | 920 | $257.0K | 0.08% | +920 | New |
| LaSalle St. Investment Advisors, LLC | 921 | $257.0K | 0.05% | −513−35.8% | Reduced |
| Private Client Services, LLC | 920 | $256.9K | 0.09% | −557−37.7% | Reduced |
| Gateway Wealth Partners, LLC | 920 | $256.9K | 0.03% | −353−27.7% | Reduced |
| Whelan Financial | 917 | $256.1K | 0.08% | +917 | New |
| Beacon Investment Advisors LLC | 913 | $255.0K | 0.10% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 913 | $255.0K | 0.14% | +913 | New |
| Kingdom Financial Group LLC. | 909 | $253.7K | 0.16% | +909 | New |
| Spinnaker Investment Group, LLC | 907 | $253.3K | 0.05% | +907 | New |
| Trilogy Capital Inc. | 907 | $253.3K | 0.01% | +8+0.9% | Added |
| Cannon Advisors, Inc. | 868 | $252.4K | 0.17% | +868 | New |
| Magnolia Private Wealth, LLC | 903 | $252.2K | 0.18% | +903 | New |
| First Hawaiian Bank | 902 | $251.9K | 0.03% | −55−5.7% | Reduced |
| Windle Wealth, LLC | 900 | $251.4K | 0.11% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 899 | $251.1K | 0.05% | +899 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 863 | $250.9K | 0.00% | +16+1.9% | Added |
| Kera Capital Partners, Inc. | 897 | $250.5K | 0.04% | −9−1.0% | Reduced |
| First National Bank | 897 | $250.5K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 892 | $249.4K | 0.02% | +892 | New |
| DMG Group, LLC | 893 | $249.4K | 0.17% | +893 | New |
| Acorn Wealth Advisors, LLC | 892 | $249.1K | 0.08% | +892 | New |
| Corundum Group, Inc. | 887 | $247.7K | 0.10% | +887 | New |
| Asset Dedication, LLC | 884 | $246.9K | 0.02% | −99−10.1% | Reduced |
| Marvin & Palmer Associates Inc | 820 | $246.4K | 0.18% | +820 | New |
| Canal Capital Management, LLC | 880 | $245.8K | 0.04% | +880 | New |
| Vista Private Wealth Partners. LLC | 1,085 | $245.7K | 0.08% | 00.0% | Unchanged |
| Wincap Financial LLC | 878 | $245.2K | 0.17% | +878 | New |
| CKW Financial Group | 850 | $245.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 877 | $244.9K | 0.06% | +15+1.7% | Added |
| Jamison Private Wealth Management, Inc. | 877 | $244.9K | 0.03% | +877 | New |
| M3 Advisory Group, LLC | 876 | $244.7K | 0.15% | +876 | New |
| Townsend Asset Management Corp | 876 | $244.7K | 0.09% | +876 | New |
| Summit Financial Strategies, Inc. | 875 | $244.4K | 0.02% | +875 | New |
| Biltmore Family Office, LLC | 872 | $244.3K | 0.03% | +872 | New |
| Cathy Pareto & Associates, Inc | 871 | $243.3K | 0.18% | +871 | New |
| IFC Advisors LLC | 870 | $243.0K | 0.04% | +870 | New |
| Lynx Investment Advisory | 868 | $242.3K | 0.14% | +868 | New |
| Affinity Capital Advisors, LLC | 839 | $241.7K | 0.04% | +839 | New |
| ARS Wealth Advisors Group, LLC | 864 | $241.3K | 0.02% | −115−11.7% | Reduced |
| Emerald Advisors, LLC | 859 | $239.9K | 0.03% | +859 | New |
| Fosun International Ltd | 855 | $238.8K | 0.09% | −440−34.0% | Reduced |
| Davis R M Inc | 854 | $238.5K | 0.00% | +854 | New |
| Berkeley Capital Partners, LLC | 854 | $238.5K | 0.06% | +854 | New |
| Financial Consulate, Inc | 853 | $238.2K | 0.03% | +853 | New |
| Oak Asset Management, LLC | 850 | $237.4K | 0.08% | +850 | New |
| LexAurum Advisors, LLC | 850 | $237.4K | 0.03% | +850 | New |
| Astoria Portfolio Advisors LLC. | 779 | $237.2K | 0.06% | −126−13.9% | Reduced |
| Strategy Asset Managers LLC | 849 | $237.1K | 0.04% | +849 | New |
| GR Financial Group, LLC | 844 | $235.8K | 0.05% | +844 | New |
| William Mack & Associates, Inc. | 844 | $235.7K | 0.13% | +844 | New |
| Planned Solutions, Inc. | 843 | $235.4K | 0.08% | +843 | New |
| Tripletail Wealth Management, LLC | 771 | $234.3K | 0.28% | −70−8.3% | Reduced |
| Navis Wealth Advisors, LLC | 838 | $234.0K | 0.18% | −50−5.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 838 | $234.0K | 0.00% | +838 | New |
| Manchester Capital Management LLC | 832 | $232.4K | 0.03% | +183+28.2% | Added |
| USAdvisors Wealth Management, LLC | 830 | $231.0K | 0.08% | +830 | New |
| KW Wealth Management LLC | 826 | $230.7K | 0.39% | +826 | New |
| Darden Wealth Group Inc | 825 | $230.5K | 0.12% | +825 | New |
| Santori & Peters | 825 | $230.4K | 0.08% | +825 | New |
| Kerr Financial Planning Corp | 811 | $230.0K | 0.32% | +811 | New |
| Austin Private Wealth, LLC | 823 | $229.9K | 0.02% | −3,081−78.9% | Reduced |
| American National Bank | 822 | $229.6K | 0.02% | −766−48.2% | Reduced |
| Alpine Bank Wealth Management | 820 | $229.0K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 819 | $228.7K | 0.04% | +819 | New |
| Roxbury Financial LLC | 817 | $228.0K | 0.21% | −15−1.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 816 | $227.9K | 0.04% | +816 | New |
| Ambassador Advisors, LLC | 812 | $226.8K | 0.03% | +812 | New |
| Wolff Financial Management LLC | 808 | $225.7K | 0.05% | +808 | New |
| Farmers & Merchants Trust Co of Long Beach | 808 | $225.7K | 0.05% | +808 | New |
| Westbourne Investment Advisors, Inc. | 806 | $225.1K | 0.06% | +806 | New |
| Tradewinds, LLC. | 806 | $225.1K | 0.05% | +806 | New |
| Plante Moran Financial Advisors, LLC | 803 | $224.2K | 0.01% | +37+4.8% | Added |
| St. Nicholas Private Asset Management, Inc | 802 | $224.0K | 0.19% | +802 | New |
| Chung Wu Investment Group, LLC | 800 | $223.4K | 0.19% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 800 | $223.4K | 0.14% | +800 | New |
| Perennial Advisors, LLC | 800 | $223.4K | 0.04% | +800 | New |
| John W. Brooker & Co., CPAs | 800 | $223.4K | 0.45% | +800 | New |
| Gordian Advisors LLC | 800 | $223.4K | 0.15% | +800 | New |
| WealthShield Partners, LLC | 791 | $220.9K | 0.03% | +791 | New |
| Mountain Capital Investment Advisors, Inc | 760 | $219.2K | 0.04% | +760 | New |
| Peterson Wealth Advisors, LLC | 745 | $219.2K | 0.03% | +745 | New |
| EdgeRock Capital LLC | 784 | $218.9K | 0.06% | −216−21.6% | Reduced |
| Investment Advisory Group, LLC | 782 | $218.4K | 0.06% | +782 | New |
| First City Capital Management, Inc. | 781 | $218.1K | 0.12% | +781 | New |
| Global Wealth Management Investment Advisory, Inc. | 777 | $217.1K | 0.04% | +777 | New |
| Smith Chas P & Associates Pa Cpas | 777 | $217.0K | 0.02% | +777 | New |
| Sender Co & Partners, Inc. | 777 | $217.0K | 0.08% | +777 | New |
