| Elevation Wealth Management LLC | 722 | $241.7K | 0.18% | +722 | New |
| Bryn Mawr Trust Co | 721 | $241.4K | 0.01% | +109+17.8% | Added |
| Relyea Zuckerberg Hanson LLC | 721 | $241.4K | 0.02% | +721 | New |
| Associated Banc-Corp | 720 | $241.1K | 0.01% | +720 | New |
| Heritage Oak Wealth Advisors LLC | 719 | $240.8K | 0.07% | +719 | New |
| American Financial Advisors, LLC | 718 | $240.5K | 0.03% | +718 | New |
| Post Resch Tallon Group Inc. | 715 | $239.4K | 0.17% | −415−36.7% | Reduced |
| Investment Advisory Services Inc | 714 | $239.2K | 0.07% | +714 | New |
| Oxford Asset Management LLP | 712 | $238.4K | 0.12% | +712 | New |
| Canal Capital Management, LLC | 712 | $238.3K | 0.03% | +712 | New |
| Legacy Wealth Managment, LLC | 711 | $238.1K | 0.10% | +289+68.5% | Added |
| Naviter Wealth, LLC | 710 | $237.7K | 0.02% | +710 | New |
| Waller Financial Planning Group, Inc | 705 | $236.0K | 0.05% | +705 | New |
| Advisortrust Partners, LLC | 705 | $235.9K | 0.08% | +705 | New |
| Wealth Alliance Advisory Group, LLC | 703 | $235.4K | 0.03% | +703 | New |
| Wiregrass Investment Management LLC | 700 | $234.4K | 0.16% | +700 | New |
| Quadrant Private Wealth Management, LLC | 698 | $233.8K | 0.05% | −112−13.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 698 | $233.7K | 0.03% | +698 | New |
| Allen Capital Group, LLC | 697 | $233.4K | 0.02% | +697 | New |
| GW&K Investment Management, LLC | 696 | $233.0K | 0.00% | −348−33.3% | Reduced |
| Parkside Financial Bank & Trust | 695 | $232.7K | 0.02% | +117+20.2% | Added |
| WESPAC Advisors, LLC | 695 | $232.7K | 0.11% | +695 | New |
| Drucker Wealth 3.0, LLC | 693 | $232.1K | 0.04% | +693 | New |
| Aspiriant, LLC | 692 | $231.7K | 0.01% | +692 | New |
| MJP Associates Inc | 691 | $231.4K | 0.03% | +691 | New |
| Wealth Management Associates, Inc. | 691 | $231.4K | 0.06% | −924−57.2% | Reduced |
| Bingham Private Wealth, LLC | 686 | $229.7K | 0.16% | +686 | New |
| Sandy Cove Advisors, LLC | 684 | $229.0K | 0.06% | +684 | New |
| Beacon Financial Group | 681 | $228.0K | 0.02% | +681 | New |
| BG Investment Services, Inc. | 680 | $227.7K | 0.16% | +680 | New |
| Sagewood Asset Management LP | 672 | $225.0K | 0.05% | +672 | New |
| Curated Wealth Partners LLC | 672 | $225.0K | 0.03% | +672 | New |
| Checchi Capital Advisers, LLC | 671 | $224.7K | 0.01% | +671 | New |
| Fortis Group Advisors, LLC | 670 | $224.3K | 0.04% | −494−42.4% | Reduced |
| FWL Investment Management, LLC | 670 | $224.3K | 0.04% | 00.0% | Unchanged |
| Indivisible Partners | 666 | $223.0K | 0.01% | +666 | New |
| Sentry LLC | 665 | $222.7K | 0.06% | +665 | New |
| Pacific Excel Wealth Advisors, Inc. | 665 | $222.7K | 0.09% | +665 | New |
| Heritage Family Offices, LLP | 665 | $222.7K | 0.09% | +665 | New |
| RWM Asset Management, LLC | 918 | $221.8K | 0.03% | +87+10.5% | Added |
| IPG Investment Advisors LLC | 662 | $221.7K | 0.03% | +662 | New |
| Meridian Financial Partners LLC | 727 | $221.4K | 0.08% | +727 | New |
| McDonough Capital Management, Inc | 661 | $221.3K | 0.11% | +661 | New |
| BOCHK Asset Management Ltd | 660 | $221.0K | 0.03% | +510+340.0% | Added |
| Allianz SE | 658 | $220.3K | 0.00% | −139−17.4% | Reduced |
| 3Chopt Investment Partners, LLC | 658 | $220.3K | 0.04% | +658 | New |
| Private Client Services, LLC | 653 | $218.8K | 0.06% | +653 | New |
| Fire Capital Management LLC | 653 | $218.6K | 0.09% | +653 | New |
| Latitude Advisors, LLC | 650 | $217.8K | 0.09% | +650 | New |
| BOK Financial Private Wealth, Inc. | 650 | $217.6K | 0.01% | +1+0.2% | Added |
| Rock Point Advisors, LLC | 650 | $217.6K | 0.05% | +650 | New |
| Ewa, LLC | 648 | $217.1K | 0.04% | +648 | New |
| Farmers & Merchants Investments Inc | 645 | $216.0K | 0.01% | +15+2.4% | Added |
| Meeder Asset Management Inc | 645 | $216.0K | 0.01% | +524+433.1% | Added |
| Capital Advisors Wealth Management, LLC | 645 | $215.8K | 0.03% | +645 | New |
| Paradigm Capital Management, LLC | 642 | $215.0K | 0.18% | +642 | New |
| CogentBlue Wealth Advisors, LLC | 642 | $215.0K | 0.12% | +642 | New |
| Maia Wealth LLC | 642 | $214.9K | 0.03% | +642 | New |
| Rydar Equities, Inc. | 718 | $214.7K | 0.12% | +718 | New |
| Adelphi Trust Co | 640 | $214.3K | 0.14% | +640 | New |
| New World Advisors LLC | 639 | $213.9K | 0.04% | +639 | New |
| Anchor Investment Management, LLC | 635 | $212.6K | 0.02% | +45+7.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 634 | $212.3K | 0.06% | −242−27.6% | Reduced |
| Investment Insight Wealth Management, LLC | 632 | $211.6K | 0.18% | +632 | New |
| Grant Street Asset Management, Inc. | 631 | $211.4K | 0.03% | +631 | New |
| Vaughan David Investments LLC | 630 | $211.0K | 0.00% | +630 | New |
| Cornerstone Wealth Group, LLC | 630 | $210.8K | 0.01% | +630 | New |
| Swiss Re Ltd | 626 | $209.6K | 0.02% | +510+439.7% | Added |
| New Republic Capital, LLC | 624 | $208.8K | 0.05% | +624 | New |
| Fielder Capital Group LLC | 621 | $208.0K | 0.05% | +621 | New |
| Transamerica Financial Advisors, Inc. | 620 | $207.7K | 0.02% | +238+62.3% | Added |
| DRW Securities, LLC | 620 | $207.6K | 0.01% | −3,108−83.4% | Reduced |
| CCG Wealth Management, LLC | 619 | $207.3K | 0.05% | +619 | New |
| Capstone Financial Advisors, Inc. | 616 | $206.2K | 0.01% | +616 | New |
| Connecticut Capital Management Group, LLC | 614 | $205.6K | 0.17% | +614 | New |
| Steigerwald, Gordon & Koch Inc. | 613 | $205.3K | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 612 | $204.9K | 0.02% | +612 | New |
| SFMG, LLC | 611 | $204.4K | 0.01% | +611 | New |
| Purus Wealth Management, LLC | 610 | $204.4K | 0.06% | +610 | New |
| Kathmere Capital Management, LLC | 610 | $204.2K | 0.01% | +610 | New |
| Clark & Stuart, Inc | 610 | $204.2K | 0.13% | +610 | New |
| Bluedoor Private Wealth, LLC | 609 | $203.9K | 0.09% | +609 | New |
| Journey Advisory Group, LLC | 607 | $203.2K | 0.02% | +607 | New |
| Founders Grove Wealth Partners, LLC | 606 | $202.9K | 0.04% | +606 | New |
| Worth Asset Management, LLC | 604 | $202.4K | 0.06% | +604 | New |
| Virtus ETF Advisers LLC | 603 | $201.9K | 0.08% | −293−32.7% | Reduced |
| Peak Financial Management, Inc. | 603 | $201.9K | 0.05% | +603 | New |
| Shoker Investment Counsel, Inc. | 601 | $201.5K | 0.05% | +601 | New |
| Fayez Sarofim & Co | 601 | $201.2K | 0.00% | +601 | New |
| Everett Harris & Co | 600 | $200.9K | 0.00% | +600 | New |
| Thompson Davis & Co., Inc. | 600 | $200.9K | 0.12% | +600 | New |
| Family Wealth Partners, LLC | 600 | $200.9K | 0.06% | +600 | New |
| Osterweis Capital Management Inc | 579 | $193.9K | 0.01% | 00.0% | Unchanged |
| AnglePoint Asset Management Ltd | 578 | $193.5K | 0.13% | +578 | New |
| First Horizon Corp | 577 | $193.2K | 0.01% | −668−53.7% | Reduced |
| Wolff Wiese Magana LLC | 574 | $192.2K | 0.09% | −8−1.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 558 | $186.8K | 0.04% | +41+7.9% | Added |
| Crewe Advisors LLC | 557 | $186.5K | 0.01% | +31+5.9% | Added |
| Keb Asset Management, LLC | 553 | $185.0K | 0.03% | +553 | New |
| Index Technologies Group LLC | 551 | $184.5K | 0.15% | +551 | New |