| Demars Financial Group, LLC | 899 | $301.0K | 0.08% | +899 | New |
| Paragon Private Wealth Management, LLC | 896 | $300.2K | 0.08% | +896 | New |
| Accredited Investors Inc. | 896 | $300.0K | 0.01% | +3+0.3% | Added |
| Triad Wealth Partners, LLC | 1,136 | $298.8K | 0.02% | +1,136 | New |
| SHP Wealth Management | 892 | $298.7K | 0.02% | +124+16.1% | Added |
| Strategic Wealth Partners, Ltd. | 892 | $298.7K | 0.02% | +15+1.7% | Added |
| McMahon Financial Advisors, LLC | 891 | $298.4K | 0.05% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 890 | $298.0K | 0.04% | +890 | New |
| Advisory Alpha, LLC | 887 | $297.0K | 0.01% | −1,608−64.4% | Reduced |
| TBH Global Asset Management, LLC | 881 | $295.1K | 0.05% | +881 | New |
| Berkeley Capital Partners, LLC | 881 | $295.0K | 0.06% | +70+8.6% | Added |
| WT Wealth Management | 881 | $295.0K | 0.08% | +27+3.2% | Added |
| Eurizon SLJ Capital Ltd | 881 | $295.0K | 0.11% | +881 | New |
| Voya Financial Advisors, Inc. | 959 | $294.4K | 0.03% | −306−24.2% | Reduced |
| Vista Investment Partners II, LLC | 878 | $294.0K | 0.12% | −144−14.1% | Reduced |
| Anchyra Partners LLC | 876 | $293.3K | 0.07% | +876 | New |
| Cromwell Holdings LLC | 874 | $292.6K | 0.13% | +350+66.8% | Added |
| Manhattan West Asset Management, LLC | 865 | $289.7K | 0.05% | +8+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 863 | $288.9K | 0.03% | −106−10.9% | Reduced |
| Sage Private Wealth Group, LLC | 862 | $288.6K | 0.13% | +862 | New |
| Zhang Financial LLC | 859 | $287.7K | 0.01% | +859 | New |
| Van Hulzen Asset Management, LLC | 857 | $287.0K | 0.02% | +857 | New |
| Wimmer Associates 1, LLC | 852 | $285.3K | 0.13% | +9+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $284.6K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 850 | $284.6K | 0.04% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 849 | $284.3K | 0.04% | +849 | New |
| Integris Wealth Management, LLC | 846 | $283.3K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 838 | $280.6K | 0.06% | +2+0.2% | Added |
| Prescott Group Capital Management, L.L.C. | 837 | $280.2K | 0.02% | +837 | New |
| George Kaiser Family Foundation | 837 | $280.2K | 0.03% | +837 | New |
| StoneX Group Inc. | 829 | $277.6K | 0.01% | +829 | New |
| Barrett & Company, Inc. | 825 | $276.2K | 0.08% | +500+153.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 553 | $274.7K | 0.08% | −3,358−85.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 820 | $274.6K | 0.05% | −22−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 820 | $274.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 816 | $273.3K | 0.00% | +220+36.9% | Added |
| Plimoth Trust Co LLC | 815 | $272.9K | 0.05% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 815 | $272.9K | 0.05% | +815 | New |
| Whelan Financial | 813 | $272.3K | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 812 | $271.9K | 0.04% | +812 | New |
| 180 Wealth Advisors, LLC | 811 | $271.5K | 0.03% | −64−7.3% | Reduced |
| Cary Street Partners Financial LLC | 809 | $270.9K | 0.01% | +280+52.9% | Added |
| Hemenway Trust Co LLC | 809 | $270.9K | 0.02% | +809 | New |
| Calamos Wealth Management LLC | 807 | $270.2K | 0.01% | −396−32.9% | Reduced |
| Burney Co | 806 | $269.9K | 0.01% | +806 | New |
| Cascades Capital Asset Management, LLC | 805 | $269.6K | 0.10% | +200+33.1% | Added |
| Wharton Business Group, LLC | 805 | $269.5K | 0.01% | −530−39.7% | Reduced |
| Ameliora Wealth Management Ltd. | 804 | $269.2K | 0.08% | +804 | New |
| Eagle Wealth Advisors LLC | 803 | $268.9K | 0.21% | −57−6.6% | Reduced |
| J2 Capital Management Inc | 802 | $268.5K | 0.18% | −1,786−69.0% | Reduced |
| Genesee Capital Advisors, LLC | 801 | $268.3K | 0.08% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 800 | $267.9K | 0.10% | +800 | New |
| Corps Capital Advisors, LLC | 800 | $267.9K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 787 | $263.4K | 0.01% | +787 | New |
| Lighthouse Wealth Management Inc. | 785 | $263.0K | 0.16% | +785 | New |
| 626 Financial, LLC | 783 | $262.2K | 0.10% | +783 | New |
| Wayfinding Financial, LLC | 785 | $262.0K | 0.10% | +785 | New |
| Cambient Family Office, LLC | 782 | $261.8K | 0.03% | +782 | New |
| Richards, Merrill & Peterson, Inc. | 780 | $261.2K | 0.08% | −200−20.4% | Reduced |
| Mairs & Power Inc | 780 | $261.2K | 0.00% | +780 | New |
| Massar Capital Management, LP | 780 | $261.2K | 0.09% | +780 | New |
| Armstrong Advisory Group, Inc | 778 | $260.5K | 0.02% | +106+15.8% | Added |
| LaFleur & Godfrey LLC | 775 | $259.5K | 0.03% | +775 | New |
| Keystone Wealth Services, LLC | 773 | $258.7K | 0.05% | +773 | New |
| Concord Wealth Partners | 770 | $257.8K | 0.03% | +770 | New |
| King Wealth | 769 | $257.0K | 0.03% | +769 | New |
| Bridgewater Advisors Inc. | 1,000 | $256.7K | 0.01% | −19−1.9% | Reduced |
| Empirical Finance, LLC | 766 | $256.5K | 0.01% | +766 | New |
| Ostrum Asset Management | 765 | $256.1K | 0.01% | −1,470−65.8% | Reduced |
| Third View Private Wealth, LLC | 764 | $255.8K | 0.03% | +764 | New |
| Bank of New Hampshire | 763 | $255.5K | 0.05% | +73+10.6% | Added |
| Values Added Financial LLC | 758 | $253.8K | 0.09% | +758 | New |
| Acorn Wealth Advisors, LLC | 758 | $253.7K | 0.06% | +758 | New |
| Merrithew & Thorsten Inc | 757 | $253.0K | 0.22% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 754 | $252.5K | 0.01% | +754 | New |
| Carnegie Lake Advisors LLC | 750 | $251.1K | 0.09% | +750 | New |
| NWF Advisory Services Inc. | 750 | $251.1K | 0.02% | +750 | New |
| Investor's Fiduciary Advisor Network, LLC | 750 | $251.0K | 0.09% | +750 | New |
| Aventura Private Wealth, LLC | 748 | $250.4K | 0.08% | +87+13.2% | Added |
| Sunburst Financial Group, LLC | 744 | $249.1K | 0.04% | +744 | New |
| May Hill Capital, LLC | 744 | $249.1K | 0.05% | +744 | New |
| Sunflower Bank, N.A. | 743 | $248.8K | 0.06% | +743 | New |
| Turner Financial Group, Inc. | 743 | $248.6K | 0.25% | +743 | New |
| Norris Perne & French LLP | 740 | $247.7K | 0.01% | +740 | New |
| Elyxium Wealth, LLC | 739 | $247.4K | 0.03% | +739 | New |
| Madison Wealth Partners, Inc | 738 | $247.0K | 0.03% | +738 | New |
| Cypress Point Wealth Management, LLC | 737 | $246.8K | 0.05% | +737 | New |
| Symmetry Partners, LLC | 736 | $246.4K | 0.01% | +736 | New |
| Five Oceans Advisors | 736 | $246.4K | 0.08% | +736 | New |
| Markin Asset Management, LP | 735 | $246.1K | 0.21% | +735 | New |
| Claret Asset Management Corp | 735 | $246.0K | 0.03% | +735 | New |
| Johnson Investment Counsel Inc | 732 | $245.1K | 0.00% | +732 | New |
| NFJ Investment Group, LLC | 732 | $245.1K | 0.01% | +732 | New |
| Channel Wealth LLC | 731 | $244.8K | 0.05% | +731 | New |
| Graves-Light Private Wealth Management, Inc. | 730 | $244.4K | 0.02% | +730 | New |
| Stonebrook Private Inc. | 727 | $243.4K | 0.04% | +727 | New |
| Convergence Financial, LLC | 726 | $243.1K | 0.02% | +726 | New |
| SCS Capital Management LLC | 725 | $242.9K | 0.00% | −2,604−78.2% | Reduced |
| Traveka Wealth, LLC | 725 | $242.7K | 0.08% | +725 | New |
| Maltin Wealth Management, Inc. | 723 | $242.1K | 0.08% | +723 | New |
