| Ewa, LLC | 641 | $409.4K | 0.07% | +641 | New |
| Mitchell McLeod Pugh & Williams Inc | 640 | $408.8K | 0.05% | +640 | New |
| Shepherd Financial Partners LLC | 636 | $406.2K | 0.03% | +636 | New |
| Cogent Strategic Wealth LLC | 631 | $403.0K | 0.38% | +631 | New |
| Sovran Advisors, LLC | 867 | $401.9K | 0.03% | +867 | New |
| J. M. Brown & Associates Inc. | 627 | $400.5K | 0.23% | +627 | New |
| Oxinas Partners Wealth Management LLC | 626 | $399.9K | 0.16% | +626 | New |
| Jeter Robert S II | 686 | $399.7K | 0.38% | +686 | New |
| NewSquare Capital LLC | 625 | $399.2K | 0.03% | +625 | New |
| StoryOne LLC | 621 | $396.6K | 0.19% | +621 | New |
| Paragon Private Wealth Management, LLC | 619 | $395.6K | 0.10% | +619 | New |
| Owl Creek Wealth Partners LLC | 617 | $394.1K | 0.12% | +14+2.3% | Added |
| South State Corp. | 617 | $394.1K | 0.02% | +54+9.6% | Added |
| Archer Investment Corp | 617 | $394.1K | 0.08% | +617 | New |
| Nations Financial Group Inc, | 614 | $392.2K | 0.02% | +614 | New |
| Archford Capital Strategies, LLC | 601 | $383.9K | 0.04% | +601 | New |
| Oasis Management Co Ltd. | 600 | $383.2K | 0.04% | +600 | New |
| E&G Advisors, LP | 600 | $383.2K | 0.07% | +600 | New |
| Peak Financial Management, Inc. | 600 | $383.2K | 0.09% | +600 | New |
| Penn Capital Management Co Inc | 597 | $381.5K | 0.02% | +597 | New |
| Mayflower Financial Advisors, LLC | 597 | $381.3K | 0.03% | +597 | New |
| Crusonia Wealth Advisors LLC | 591 | $377.5K | 0.06% | +591 | New |
| Hollencrest Capital Management | 589 | $376.2K | 0.02% | −900−60.4% | Reduced |
| Aspiriant, LLC | 589 | $376.2K | 0.01% | +589 | New |
| Gryphon Financial Partners LLC | 588 | $375.6K | 0.03% | +588 | New |
| Symmetry Partners, LLC | 587 | $374.9K | 0.02% | +587 | New |
| NWF Advisory Services Inc. | 587 | $374.9K | 0.04% | +587 | New |
| Alliance Wealth Management Group | 586 | $374.3K | 0.07% | +586 | New |
| Towercrest Capital Management | 586 | $374.3K | 0.05% | +586 | New |
| Cornerstone Advisory, LLC | 586 | $374.3K | 0.03% | +586 | New |
| Nilsine Partners, LLC | 585 | $373.7K | 0.03% | −14−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 584 | $373.0K | 0.14% | +584 | New |
| Jacobsen Capital Management | 584 | $373.0K | 0.11% | +584 | New |
| Empower Advisory Group, LLC | 581 | $371.1K | 0.00% | −280−32.5% | Reduced |
| Range Advisory, LLC | 577 | $368.8K | 0.04% | +577 | New |
| Snowwater Investment Partners, LLC | 577 | $368.5K | 0.25% | −173−23.1% | Reduced |
| Abacus Wealth Partners, LLC | 575 | $367.3K | 0.04% | −1,619−73.8% | Reduced |
| Souders Financial Advisors | 574 | $366.6K | 0.04% | +574 | New |
| Verdad Advisers, LP | 573 | $366.0K | 0.35% | +573 | New |
| Revolve Wealth Partners, LLC | 572 | $365.3K | 0.04% | +572 | New |
| Keystone Financial Services | 572 | $365.1K | 0.09% | −177−23.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 571 | $365.0K | 0.03% | +571 | New |
| Beacon Financial Group | 571 | $364.7K | 0.03% | +571 | New |
| RiverFront Investment Group, LLC | 568 | $362.8K | 0.00% | +568 | New |
| Endeavor Private Wealth, Inc. | 568 | $362.8K | 0.09% | +568 | New |
| Keyvantage Wealth, LLC | 566 | $361.5K | 0.14% | +566 | New |
| Advisors Capital Management, LLC | 564 | $360.7K | 0.00% | +564 | New |
| Puff Wealth Management, LLC | 564 | $360.4K | 0.37% | +564 | New |
| Moody National Bank Trust Division | 562 | $359.0K | 0.03% | +562 | New |
| Fourth Dimension Wealth, LLC | 557 | $355.9K | 0.11% | +117+26.6% | Added |
| TCFG Investment Advisors, LLC | 556 | $355.1K | 0.12% | +556 | New |
| Victory Financial Group, LLC | 554 | $353.9K | 0.04% | +554 | New |
| Phillips Financial Management, LLC | 553 | $353.2K | 0.03% | +553 | New |
| Phoenix Holdings Ltd. | 553 | $353.2K | 0.00% | +553 | New |
| Financial Advisory Service, Inc. | 551 | $351.9K | 0.02% | −414−42.9% | Reduced |
| Eastern Bank | 550 | $351.3K | 0.01% | +250+83.3% | Added |
| Sound View Wealth Advisors Group, LLC | 550 | $351.3K | 0.02% | +550 | New |
| Walkner Condon Financial Advisors LLC | 550 | $351.3K | 0.04% | +550 | New |
| TCP Asset Management, LLC | 550 | $351.3K | 0.04% | +550 | New |
| Capital Markets Trading UK LLP | 550 | $351.0K | 0.25% | −1,700−75.6% | Reduced |
| Hill Island Financial LLC | 549 | $350.7K | 0.07% | +549 | New |
| Adviser Investments LLC | 546 | $348.9K | 0.00% | +546 | New |
| GFS Advisors, LLC | 3,300 | $348.1K | 0.04% | +3,300 | New |
| Bell Bank | 544 | $347.5K | 0.01% | +544 | New |
| Thompson David Blair | 544 | $347.5K | 0.17% | +544 | New |
| Van Diest Capital, LLC | 539 | $344.0K | 0.31% | −259−32.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 538 | $343.9K | 0.08% | −467−46.5% | Reduced |
| Geneos Wealth Management Inc. | 535 | $341.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 532 | $340.0K | 0.00% | −52−8.9% | Reduced |
| Howe & Rusling Inc | 529 | $337.9K | 0.02% | +529 | New |
| Schubert & Co | 527 | $336.8K | 0.23% | +527 | New |
| Leslie Global Wealth, LLC | 527 | $336.6K | 0.13% | +527 | New |
| Fiduciary Trust Co | 527 | $336.5K | 0.00% | +527 | New |
| Wall Street Financial Group, Inc. | 566 | $336.4K | 0.18% | +75+15.3% | Added |
| Advisor Resource Council | 582 | $336.1K | 0.11% | +582 | New |
| EdgeRock Capital LLC | 526 | $336.0K | 0.08% | +526 | New |
| Tred Avon Family Wealth, LLC | 523 | $334.1K | 0.10% | +523 | New |
| Turner Financial Group, Inc. | 523 | $333.9K | 0.33% | +523 | New |
| RHS Financial, LLC | 519 | $331.5K | 0.13% | +519 | New |
| Magnolia Private Wealth, LLC | 518 | $330.9K | 0.18% | +518 | New |
| Financial Advisors Network, Inc. | 518 | $330.7K | 0.04% | +518 | New |
| Coastal Investment Advisors, Inc. | 517 | $330.2K | 0.10% | +517 | New |
| Twinbeech Capital LP | 516 | $329.6K | 0.06% | +516 | New |
| Westwood Holdings Group Inc. | 514 | $328.3K | 0.00% | +514 | New |
| Wealth Alliance | 510 | $325.9K | 0.03% | +510 | New |
| EJMK Ventures LLC | 510 | $325.8K | 0.15% | +510 | New |
| Parus Finance (UK) Ltd | 509 | $325.1K | 0.08% | −1,528−75.0% | Reduced |
| AMG Asset Management Group, Inc. | 509 | $325.1K | 0.20% | +509 | New |
| Latitude Advisors, LLC | 506 | $323.3K | 0.13% | +506 | New |
| Foundry Financial Group, Inc. | 506 | $323.2K | 0.14% | +506 | New |
| Untitled Investments LP | 505 | $322.6K | 0.13% | +505 | New |
| Blalock Williams, LLC | 505 | $322.6K | 0.21% | +505 | New |
| Independent Wealth Network Inc. | 504 | $322.1K | 0.08% | +504 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 504 | $321.9K | 0.10% | −277−35.5% | Reduced |
| Vanguard Capital Wealth Advisors | 503 | $321.3K | 0.22% | +503 | New |
| Prevail Innovative Wealth Advisors, LLC | 503 | $321.3K | 0.05% | +503 | New |
| Mountain Pacific Investment Advisers Inc | 502 | $320.7K | 0.05% | +502 | New |
| Bond & Devick Financial Network, Inc. | 502 | $320.6K | 0.08% | +502 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $319.4K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 500 | $319.4K | 0.03% | +500 | New |
