| Kiker Wealth Management, LLC | 395 | $252.3K | 0.10% | +395 | New |
| Human Investing LLC | 394 | $251.9K | 0.03% | +394 | New |
| HBE Wealth Management, LLC | 394 | $251.7K | 0.18% | +394 | New |
| Fortress Private Ledger, LLC | 391 | $249.7K | 0.07% | −973−71.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 391 | $249.7K | 0.03% | +98+33.4% | Added |
| Fairfield Financial Advisors, LTD | 390 | $249.0K | 0.10% | +390 | New |
| Hengehold Capital Management LLC | 389 | $248.7K | 0.02% | +389 | New |
| Verus Financial Partners, Inc. | 389 | $248.5K | 0.02% | +389 | New |
| BKD Wealth Advisors, LLC | 388 | $247.8K | 0.00% | +388 | New |
| Quent Capital, LLC | 387 | $247.2K | 0.02% | +113+41.2% | Added |
| Hilltop National Bank | 386 | $246.5K | 0.05% | +49+14.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 386 | $246.5K | 0.00% | +386 | New |
| Thrive Wealth Management, LLC | 386 | $246.5K | 0.03% | +386 | New |
| Jeppson Wealth Management, LLC | 385 | $245.9K | 0.07% | +385 | New |
| Lutz Financial Services LLC | 382 | $244.0K | 0.01% | +382 | New |
| Fermata Advisors, LLC | 382 | $244.0K | 0.05% | +382 | New |
| Elmwood Wealth Management, Inc. | 381 | $243.2K | 0.06% | +381 | New |
| Choate Investment Advisors | 380 | $242.7K | 0.00% | +380 | New |
| Carter Financial Group, INC. | 380 | $242.7K | 0.13% | +380 | New |
| Prosperity Advisers, LLC | 380 | $242.7K | 0.18% | +380 | New |
| Winthrop Advisory Group LLC | 379 | $242.2K | 0.02% | +379 | New |
| Cape Investment Advisory, Inc. | 379 | $242.1K | 0.06% | +379 | New |
| Simon Quick Advisors, LLC | 378 | $241.5K | 0.01% | +378 | New |
| Vantage Point Financial LLC | 378 | $241.4K | 0.07% | +378 | New |
| Silverlake Wealth Management LLC | 377 | $241.0K | 0.05% | +377 | New |
| ABLE Financial Group, LLC | 377 | $240.8K | 0.04% | −1,063−73.8% | Reduced |
| Essex Savings Bank | 377 | $240.8K | 0.05% | +377 | New |
| Kelman-Lazarov, Inc. | 375 | $239.5K | 0.03% | +375 | New |
| Texas Capital Bank Wealth Management Services Inc | 375 | $239.5K | 0.01% | +375 | New |
| Harmony Asset Management LLC | 375 | $239.5K | 0.06% | +375 | New |
| Naples Global Advisors, LLC | 374 | $238.9K | 0.01% | +374 | New |
| MWA Asset Management | 374 | $238.9K | 0.11% | +374 | New |
| Purus Wealth Management, LLC | 372 | $237.6K | 0.07% | +372 | New |
| Legacy Advisors, LLC | 371 | $236.8K | 0.02% | +371 | New |
| Pilgrim Partners Asia Pte Ltd | 370 | $236.3K | 0.10% | −160−30.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 368 | $235.0K | 0.04% | +368 | New |
| JMN Financial LLC | 365 | $233.5K | 0.18% | +365 | New |
| TopTier Wealth Management, LLC | 363 | $231.9K | 0.14% | +1+0.3% | Added |
| Focused Wealth Management, Inc | 363 | $231.9K | 0.02% | +363 | New |
| Millennium Capital Advisors, LLC | 362 | $231.8K | 0.13% | +362 | New |
| Meridian Wealth Partners, LLC | 363 | $231.6K | 0.03% | +363 | New |
| FLC Capital Advisors | 362 | $231.2K | 0.04% | +362 | New |
| Lotus Technology Management, LP | 362 | $231.2K | 0.29% | +362 | New |
| ProCore Advisors, LLC | 361 | $230.3K | 0.29% | +361 | New |
| Apella Capital, LLC | 432 | $229.9K | 0.00% | +432 | New |
| Johnson Investment Counsel Inc | 357 | $228.3K | 0.00% | −2,199−86.0% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 356 | $227.4K | 0.18% | +356 | New |
| Nwam LLC | 355 | $226.8K | 0.01% | +355 | New |
| Amplius Wealth Advisors, LLC | 355 | $226.7K | 0.02% | +355 | New |
| Intellus Advisors LLC | 355 | $226.7K | 0.03% | +355 | New |
| Bannerstone Capital Management, LLC | 351 | $224.2K | 0.19% | +351 | New |
| Milestone Asset Management Group, LLC | 350 | $223.6K | 0.11% | +350 | New |
| Paradigm Financial Partners, LLC | 349 | $222.9K | 0.02% | +349 | New |
| LeConte Wealth Management, LLC | 348 | $222.3K | 0.12% | +348 | New |
| Roundview Capital LLC | 347 | $221.6K | 0.01% | +347 | New |
| Poehling Capital Management, LLC | 347 | $221.6K | 0.05% | +347 | New |
| Axxcess Wealth Management, LLC | 345 | $220.4K | 0.00% | +345 | New |
| Garden State Investment Advisory Services LLC | 345 | $220.1K | 0.04% | +345 | New |
| Clarendon Private LLC | 343 | $219.1K | 0.14% | +343 | New |
| True North Advisors, LLC | 342 | $218.5K | 0.02% | +342 | New |
| Kemnay Advisory Services Inc. | 342 | $218.4K | 0.03% | +159+86.9% | Added |
| Aletheian Wealth Advisors LLC | 342 | $218.4K | 0.09% | +342 | New |
| JDH Wealth Management, LLC | 341 | $217.8K | 0.13% | +341 | New |
| Hoey Investments, Inc | 340 | $217.2K | 0.03% | +340 | New |
| Signature Wealth Management Partners, LLC | 340 | $217.2K | 0.10% | +340 | New |
| Whittier Trust Co of Nevada Inc | 407 | $216.6K | 0.00% | −9−2.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 338 | $215.9K | 0.04% | +338 | New |
| Fundamentun, LLC | 337 | $215.3K | 0.01% | +337 | New |
| Almanack Investment Partners, LLC. | 337 | $215.2K | 0.03% | +337 | New |
| Weaver Consulting Group | 337 | $215.2K | 0.04% | +337 | New |
| GFG Capital, LLC | 336 | $214.6K | 0.06% | +336 | New |
| Clark Capital Management Group, Inc. | 336 | $214.3K | 0.00% | +336 | New |
| KMG Fiduciary Partners, LLC | 334 | $213.4K | 0.02% | +334 | New |
| Peachtree Investment Partners, LLC | 334 | $213.4K | 0.07% | +334 | New |
| Centiva Capital, LP | 332 | $212.1K | 0.01% | −8,515−96.2% | Reduced |
| Barings LLC | 332 | $212.1K | 0.00% | +332 | New |
| Sutton Place Investors LLC | 332 | $212.1K | 0.10% | +332 | New |
| ETF Store, Inc. | 332 | $211.8K | 0.18% | +332 | New |
| Hohimer Wealth Management, LLC | 331 | $211.5K | 0.02% | +331 | New |
| Intergy Private Wealth, LLC | 331 | $211.4K | 0.05% | +331 | New |
| Marin Bay Wealth Advisors, LLC | 329 | $210.6K | 0.11% | +329 | New |
| Ifrah Financial Services, Inc. | 329 | $210.2K | 0.05% | +329 | New |
| Freestone Capital Holdings, LLC | 328 | $209.5K | 0.01% | +328 | New |
| Mirador Capital Partners LP | 328 | $209.5K | 0.03% | +328 | New |
| Enterprise Financial Services Corp | 328 | $209.5K | 0.09% | +328 | New |
| Silvercrest Asset Management Group LLC | 327 | $208.9K | 0.00% | +327 | New |
| DDD Partners, LLC | 326 | $208.2K | 0.01% | +326 | New |
| Howard Wealth Management, LLC | 326 | $208.2K | 0.08% | +326 | New |
| Cardinal Point Capital Management, ULC | 325 | $207.6K | 0.01% | +325 | New |
| Prism Planning Partners LLC | 325 | $207.6K | 0.22% | +325 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 323 | $206.3K | 0.00% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 323 | $206.3K | 0.11% | +323 | New |
| Hudock, Inc. | 322 | $205.7K | 0.03% | +322 | New |
| RAM Investment Partners, LLC | 321 | $205.0K | 0.03% | +321 | New |
| Selective Wealth Management, Inc. | 428 | $204.4K | 0.05% | +428 | New |
| Planning Alternatives Ltd | 320 | $204.4K | 0.02% | +320 | New |
| Waterfront Wealth Inc. | 350 | $203.9K | 0.03% | +350 | New |
| Magnus Financial Group LLC | 319 | $203.8K | 0.01% | +319 | New |
| D.B. Root & Company, LLC | 319 | $203.8K | 0.04% | +319 | New |
| Tradition Wealth Management, LLC | 318 | $203.1K | 0.01% | +318 | New |