| Peak Retirement Planning, Inc. | 656 | $313.3K | 0.05% | +2+0.3% | Added |
| Rinkey Investments | 655 | $312.8K | 0.07% | +655 | New |
| WFA of San Diego, LLC | 726 | $312.5K | 0.26% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 654 | $312.3K | 0.04% | −49−7.0% | Reduced |
| OFS Enterprise LLC | 653 | $312.0K | 0.08% | +25+4.0% | Added |
| Archetype Wealth Partners | 654 | $312.0K | 0.04% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 651 | $310.8K | 0.08% | −53−7.5% | Reduced |
| Alliance Wealth Management Group | 650 | $310.4K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 650 | $310.4K | 0.04% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 649 | $309.9K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 647 | $309.0K | 0.06% | +567+708.8% | Added |
| Buck Wealth Strategies, LLC | 646 | $308.7K | 0.03% | −30−4.4% | Reduced |
| Indie Asset Partners, LLC | 646 | $308.5K | 0.30% | +646 | New |
| RAM Investment Partners, LLC | 645 | $308.0K | 0.05% | +645 | New |
| Kavar Capital Partners Group, LLC | 643 | $307.2K | 0.04% | +643 | New |
| Financial Council Asset Management Inc | 642 | $306.6K | 0.10% | −52−7.5% | Reduced |
| High Net Worth Advisory Group LLC | 640 | $305.7K | 0.06% | +6+0.9% | Added |
| White Pine Capital LLC | 640 | $305.6K | 0.07% | +640 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 640 | $305.6K | 0.09% | +640 | New |
| Concord Wealth Partners | 639 | $305.3K | 0.03% | −12−1.8% | Reduced |
| Pacific Sun Financial Corp | 638 | $305.3K | 0.13% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 639 | $305.2K | 0.09% | +639 | New |
| Dudley Capital Management, LLC | 639 | $305.2K | 0.12% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 638 | $304.7K | 0.13% | +638 | New |
| O'Connor Financial Group LLC | 638 | $304.7K | 0.11% | +638 | New |
| Vienna Asset Management LLC | 636 | $303.7K | 0.22% | +636 | New |
| Clear Creek Financial Management, LLC | 634 | $302.9K | 0.02% | +634 | New |
| Petros Family Wealth, LLC | 634 | $302.8K | 0.19% | −144−18.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 632 | $302.4K | 0.04% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 631 | $301.3K | 0.04% | −20−3.1% | Reduced |
| Adkins Seale Capital Management LLC | 630 | $300.9K | 0.27% | −47−6.9% | Reduced |
| BlueStem Wealth Partners, LLC | 630 | $300.9K | 0.03% | −11−1.7% | Reduced |
| Liberty Capital Management, Inc. | 629 | $300.4K | 0.05% | +629 | New |
| Northern Capital Management, Inc. | 628 | $300.3K | 0.13% | +628 | New |
| Diversified Portfolios, Inc. | 627 | $299.4K | 0.02% | +627 | New |
| Aspire Capital Advisors LLC | 625 | $298.5K | 0.06% | +625 | New |
| TCP Asset Management, LLC | 624 | $298.0K | 0.03% | +25+4.2% | Added |
| Stonebridge Financial Group, LLC | 624 | $298.0K | 0.02% | +624 | New |
| Strategies Wealth Advisors, LLC | 624 | $297.9K | 0.03% | −200−24.3% | Reduced |
| Burling Wealth Partners, LLC | 623 | $297.5K | 0.04% | +9+1.5% | Added |
| Oxbow Advisors, LLC | 623 | $297.5K | 0.02% | +623 | New |
| Tandem Financial, LLC | 621 | $297.2K | 0.10% | +15+2.5% | Added |
| LBMC Investment Advisors, LLC | 622 | $297.0K | 0.02% | +622 | New |
| Cornerstone Planning Group LLC | 705 | $297.0K | 0.04% | −62−8.1% | Reduced |
| Activest Wealth Management | 622 | $296.9K | 0.06% | −1,832−74.7% | Reduced |
| Paulson Wealth Management Inc. | 621 | $296.6K | 0.06% | +3+0.5% | Added |
| Godsey & Gibb Associates | 620 | $296.1K | 0.02% | −54−8.0% | Reduced |
| Echo45 Advisors LLC | 619 | $295.8K | 0.15% | −106−14.6% | Reduced |
| Torrey Growth & Income Advisors | 629 | $295.0K | 0.10% | −16−2.5% | Reduced |
| Strategic Advisory Partners, LLC | 617 | $294.7K | 0.21% | 00.0% | Unchanged |
| Succession Financial, Inc. | 617 | $294.7K | 0.29% | +617 | New |
| FWL Investment Management, LLC | 616 | $294.2K | 0.05% | +203+49.2% | Added |
| McGuire Capital Advisors Inc | 614 | $293.2K | 0.16% | −105−14.6% | Reduced |
| Forbes J M & Co LLP | 614 | $293.2K | 0.02% | +614 | New |
| WT Wealth Management | 612 | $292.3K | 0.08% | −138−18.4% | Reduced |
| Investment Insight Wealth Management, LLC | 612 | $292.3K | 0.25% | +612 | New |
| Unique Wealth, LLC | 611 | $291.8K | 0.03% | +611 | New |
| Harbour Investment Management LLC | 609 | $291.4K | 0.15% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 609 | $290.8K | 0.14% | −2−0.3% | Reduced |
| Rezny Wealth Management, Inc. | 609 | $290.8K | 0.05% | +609 | New |
| M1 Capital Management LLC | 609 | $290.8K | 0.11% | +609 | New |
| Livet Wealth, LLC | 608 | $290.4K | 0.17% | +1+0.2% | Added |
| Pachira Investments Inc. | 608 | $290.4K | 0.11% | +608 | New |
| Intentional Wealth Strategies, LLC | 606 | $289.4K | 0.27% | +20+3.4% | Added |
| XY Planning Network, Inc. | 606 | $289.4K | 0.04% | +606 | New |
| Cogent Private Wealth, Inc. | 606 | $289.4K | 0.18% | +606 | New |
| Trinity Financial Advisors LLC | 604 | $289.1K | 0.07% | −50−7.6% | Reduced |
| Dash Acquisitions Inc. | 673 | $288.8K | 0.06% | −139−17.1% | Reduced |
| TruNorth Capital Management, LLC | 604 | $288.5K | 0.05% | −47−7.2% | Reduced |
| Nordwand Advisors, LLC | 602 | $287.7K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 602 | $287.5K | 0.02% | −51−7.8% | Reduced |
| Seven Mile Advisory | 600 | $287.1K | 0.19% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 601 | $287.0K | 0.01% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 601 | $287.0K | 0.12% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 600 | $287.0K | 0.23% | −10,802−94.7% | Reduced |
| Corecam Pte. Ltd. | 600 | $286.5K | 0.11% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 595 | $284.2K | 0.11% | −15−2.5% | Reduced |
| SK Wealth Management, LLC | 678 | $283.7K | 0.06% | +9+1.3% | Added |
| Lansing Street Advisors | 592 | $283.3K | 0.06% | +592 | New |
| Wealth Advisors Northwest LLC | 593 | $283.2K | 0.10% | +593 | New |
| Claret Asset Management Corp | 592 | $283.0K | 0.03% | +592 | New |
| Prudent Investors Network | 592 | $282.7K | 0.05% | +592 | New |
| Good Harbor Advisors, Inc. | 591 | $282.2K | 0.28% | +591 | New |
| Gallagher Fiduciary Advisors, LLC | 590 | $281.7K | 0.01% | −17−2.8% | Reduced |
| James J. Burns & Company, LLC | 588 | $280.8K | 0.03% | +588 | New |
| North Dallas Bank & Trust Co | 588 | $280.8K | 0.17% | +588 | New |
| Altus Wealth Group LLC | 587 | $280.3K | 0.10% | +587 | New |
| Midwest Financial Partners Investments, Inc. | 587 | $280.3K | 0.12% | +587 | New |
| Frazier Financial Advisors, LLC | 585 | $279.4K | 0.14% | −78−11.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 585 | $279.4K | 0.09% | 00.0% | Unchanged |
| Tidemark, LLC | 583 | $278.4K | 0.06% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 698 | $278.1K | 0.11% | +698 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 582 | $277.9K | 0.05% | +582 | New |
| Harbour Trust & Investment Management Co | 582 | $277.9K | 0.03% | +582 | New |
| Orion Investment Co | 581 | $277.5K | 0.08% | +581 | New |
| Hilltop Wealth Advisors, LLC | 580 | $277.0K | 0.14% | +580 | New |
| Sather Financial Group Inc | 578 | $276.0K | 0.02% | +578 | New |
| Murphy Pohlad Asset Management LLC | 576 | $275.1K | 0.10% | −27−4.5% | Reduced |
| First National Bank | 576 | $275.1K | 0.11% | +576 | New |
| Walker Asset Management, LLC | 576 | $275.1K | 0.14% | +576 | New |
