| Smith Chas P & Associates Pa Cpas | 478 | $345.9K | 0.02% | +478 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 476 | $344.1K | 0.07% | +476 | New |
| Advisortrust Partners, LLC | 476 | $344.1K | 0.12% | +476 | New |
| Strategic Financial Concepts, LLC | 474 | $343.0K | 0.10% | +474 | New |
| Benedict Financial Advisors Inc | 473 | $342.3K | 0.07% | +473 | New |
| Gordian Advisors LLC | 473 | $342.0K | 0.20% | +473 | New |
| GatePass Capital, LLC | 470 | $339.8K | 0.13% | +470 | New |
| Tradewinds Capital Management, LLC | 468 | $338.4K | 0.06% | −45−8.8% | Reduced |
| REAP Financial Group, LLC | 468 | $338.2K | 0.06% | −66−12.4% | Reduced |
| Griffin Asset Management, Inc. | 467 | $337.6K | 0.04% | +467 | New |
| Evexia Wealth LLC | 650 | $336.9K | 0.09% | −442−40.5% | Reduced |
| Integrity Wealth Solutions LLC | 466 | $336.9K | 0.12% | +466 | New |
| MOR Wealth Management, LLC | 465 | $336.2K | 0.13% | −964−67.5% | Reduced |
| Cowa, LLC | 465 | $336.2K | 0.08% | −150−24.4% | Reduced |
| Weaver Consulting Group | 465 | $336.2K | 0.07% | +465 | New |
| Hunter Associates Investment Management LLC | 466 | $336.0K | 0.04% | +466 | New |
| RVW Wealth, LLC | 464 | $335.5K | 0.02% | +464 | New |
| Harvest Investment Services, LLC | 463 | $334.7K | 0.05% | +463 | New |
| Odyssey Capital Advisors, Inc. | 462 | $334.1K | 0.24% | +462 | New |
| True Link Financial Advisors, LLC | 461 | $333.3K | 0.02% | −51−10.0% | Reduced |
| Councilmark Asset Management, LLC | 460 | $332.6K | 0.18% | +460 | New |
| Disciplined Investors, L.L.C. | 460 | $332.6K | 0.17% | +460 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 456 | $329.7K | 0.10% | +456 | New |
| Canal Capital Management, LLC | 454 | $328.5K | 0.04% | +454 | New |
| Garden State Investment Advisory Services LLC | 454 | $328.3K | 0.06% | −412−47.6% | Reduced |
| High Note Wealth, LLC | 454 | $328.2K | 0.06% | +5+1.1% | Added |
| Chancellor Financial Group WB LP | 453 | $327.5K | 0.20% | +453 | New |
| Robinson Smith Wealth Advisors LLC | 452 | $326.8K | 0.20% | +452 | New |
| Balance Wealth, LLC | 452 | $326.8K | 0.09% | +452 | New |
| Wheelhouse Advisory Group LLC | 452 | $326.7K | 0.09% | +452 | New |
| Voisard Asset Management Group, Inc. | 450 | $325.5K | 0.06% | +450 | New |
| Gilman Hill Asset Management, LLC | 450 | $325.4K | 0.04% | −150−25.0% | Reduced |
| Hoey Investments, Inc | 450 | $325.4K | 0.04% | +4+0.9% | Added |
| Goelzer Investment Management, Inc. | 450 | $325.4K | 0.01% | +450 | New |
| Keystone Financial Services, LLC | 450 | $325.4K | 0.20% | +450 | New |
| Coyle Financial Counsel LLC | 449 | $324.6K | 0.06% | +449 | New |
| Pointe Capital Management LLC | 448 | $323.9K | 0.14% | +448 | New |
| Vericrest Private Wealth | 448 | $323.9K | 0.29% | +448 | New |
| Liberty Capital Management, Inc. | 447 | $323.2K | 0.06% | +447 | New |
| IAG Wealth Partners, LLC | 445 | $321.8K | 0.03% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 445 | $321.7K | 0.39% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 445 | $321.7K | 0.17% | +445 | New |
| Sierra Ocean, LLC | 445 | $321.7K | 0.22% | +445 | New |
| WP Advisors, LLC | 444 | $321.2K | 0.08% | +444 | New |
| Ellsworth Advisors, LLC | 554 | $321.1K | 0.05% | +554 | New |
| Renasant Bank | 444 | $321.0K | 0.21% | +444 | New |
| Essex Savings Bank | 444 | $321.0K | 0.07% | +444 | New |
| Praetorian Wealth Management, Inc. | 442 | $320.3K | 0.06% | +442 | New |
| Terry L. Blaker | 441 | $318.8K | 0.01% | +441 | New |
| MEMBERS Trust Co | 441 | $318.8K | 0.01% | +441 | New |
| GSG Advisors LLC | 441 | $318.8K | 0.07% | +441 | New |
| Gaddis Premier Wealth Advisors LLC | 441 | $318.8K | 0.19% | +441 | New |
| William Mack & Associates, Inc. | 438 | $316.7K | 0.11% | +438 | New |
| Verity Asset Management, Inc. | 437 | $316.2K | 0.12% | +437 | New |
| Rainier Family Wealth Inc | 437 | $316.0K | 0.18% | +437 | New |
| Compass Financial Group, Inc. | 436 | $315.2K | 0.13% | +436 | New |
| Legacy Financial Strategies, LLC | 435 | $314.5K | 0.05% | +435 | New |
| Gilpin Wealth Management, LLC | 434 | $313.8K | 0.22% | −7−1.6% | Reduced |
| Key Financial Inc | 434 | $313.8K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 433 | $313.4K | 0.12% | −459−51.5% | Reduced |
| Harding Loevner LP | 432 | $312.4K | 0.00% | +432 | New |
| Baldwin Investment Management, LLC | 432 | $312.3K | 0.03% | +432 | New |
| Altfest L J & Co Inc | 432 | $312.0K | 0.03% | +432 | New |
| Signature Equity Partners, LLC | 430 | $311.1K | 0.14% | +37+9.4% | Added |
| Mader & Shannon Wealth Management, Inc. | 430 | $310.9K | 0.15% | +430 | New |
| Evansbrook LLC | 430 | $310.9K | 0.19% | +430 | New |
| waypoint wealth counsel | 429 | $310.1K | 0.19% | −383−47.2% | Reduced |
| Gleason Group, Inc. | 428 | $309.7K | 0.03% | +113+35.9% | Added |
| Brown Wealth Management, LLC | 428 | $309.4K | 0.07% | +428 | New |
| Greenup Street Wealth Management LLC | 426 | $308.3K | 0.04% | +426 | New |
| Reliant Investment Partners, LLC | 426 | $308.0K | 0.21% | +426 | New |
| Chaney Capital Management, Inc. | 425 | $307.3K | 0.10% | +425 | New |
| Blackhawk Capital Partners LLC. | 424 | $306.6K | 0.10% | +424 | New |
| NavPoint Financial, Inc. | 424 | $306.6K | 0.11% | +424 | New |
| Retirement Planning Co of New England, Inc. | 424 | $306.3K | 0.11% | +424 | New |
| Tranquility Partners, LLC | 423 | $305.8K | 0.11% | +423 | New |
| Pasadena Private Wealth, LLC | 422 | $305.1K | 0.04% | +422 | New |
| Aurora Investment Managers, LLC. | 419 | $303.0K | 0.19% | +419 | New |
| Whipplewood Advisors, LLC | 419 | $302.9K | 0.20% | +317+310.8% | Added |
| IronBridge Private Wealth, LLC | 418 | $302.2K | 0.10% | +418 | New |
| Astra Wealth Partners LLC | 418 | $302.2K | 0.17% | +418 | New |
| Turning Point Benefit Group, Inc. | 419 | $301.1K | 0.13% | −737−63.8% | Reduced |
| Members Advisory Group LLC | 415 | $300.4K | 0.08% | +415 | New |
| Embree Financial Group | 415 | $300.1K | 0.03% | +415 | New |
| Echo45 Advisors LLC | 415 | $299.9K | 0.15% | +415 | New |
| Horizon Financial Services, LLC | 414 | $299.3K | 0.11% | +14+3.5% | Added |
| Schubert & Co | 414 | $299.3K | 0.21% | +414 | New |
| Nvest Financial, LLC | 413 | $298.5K | 0.09% | +413 | New |
| Petros Family Wealth, LLC | 412 | $297.9K | 0.18% | +412 | New |
| Silicon Valley Capital Partners | 412 | $297.7K | 0.02% | −237−36.5% | Reduced |
| MSH Capital Advisors LLC | 411 | $297.4K | 0.05% | +411 | New |
| Summit Global Investments | 411 | $297.0K | 0.02% | +411 | New |
| BancFirst Trust & Investment Management | 427 | $296.6K | 0.13% | +427 | New |
| Polymer Capital Management (US) LLC | 410 | $296.4K | 0.04% | −864−67.8% | Reduced |
| M.E. Allison & Co., Inc. | 410 | $296.4K | 0.17% | +410 | New |
| Walleye Partners, LLC | 410 | $296.2K | 0.34% | +410 | New |
| Raab & Moskowitz Asset Management LLC | 409 | $295.8K | 0.06% | +409 | New |
| Investment Advisory Group, LLC | 409 | $295.8K | 0.06% | +409 | New |
| JFS Wealth Advisors, LLC | 409 | $295.7K | 0.01% | +17+4.3% | Added |
| Ketron Financial | 408 | $295.0K | 0.09% | +408 | New |
