| Compass Wealth Management LLC | 824 | $237.3K | 0.07% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 823 | $237.0K | 0.13% | +823 | New |
| Horst & Graben Wealth Management LLC | 820 | $236.1K | 0.05% | +22+2.8% | Added |
| WealthPLAN Partners, LLC | 816 | $235.2K | 0.02% | −24−2.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 815 | $234.7K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 813 | $234.3K | 0.06% | +67+9.0% | Added |
| American Capital Advisory, LLC | 813 | $234.2K | 0.17% | +813 | New |
| Prentice Wealth Management LLC | 812 | $233.9K | 0.09% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 811 | $233.6K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 810 | $233.3K | 0.33% | −80−9.0% | Reduced |
| Kades & Cheifetz LLC | 809 | $232.9K | 0.17% | −75−8.5% | Reduced |
| Oxbow Advisors, LLC | 808 | $232.7K | 0.04% | −10−1.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 803 | $231.3K | 0.07% | +803 | New |
| Janney Capital Management LLC | 802 | $231.0K | 0.02% | −68−7.8% | Reduced |
| Center for Financial Planning, Inc. | 802 | $231.0K | 0.04% | +52+6.9% | Added |
| Jackson Hole Capital Partners, LLC | 802 | $231.0K | 0.06% | 00.0% | Unchanged |
| SWS Partners | 802 | $230.9K | 0.08% | −33−4.0% | Reduced |
| Cardiff Park Advisors, LLC | 801 | $230.7K | 0.03% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 800 | $230.4K | 0.15% | −872−52.2% | Reduced |
| Clarkston Capital Partners, LLC | 796 | $229.3K | 0.00% | +796 | New |
| Zevin Asset Management LLC | 796 | $229.0K | 0.04% | +19+2.4% | Added |
| Blossom Wealth Management | 793 | $228.4K | 0.62% | +5+0.6% | Added |
| Geneva Partners, LLC | 793 | $228.4K | 0.13% | +20+2.6% | Added |
| Segment Wealth Management, LLC | 793 | $228.4K | 0.02% | +793 | New |
| Sunflower Bank, N.A. | 793 | $228.4K | 0.05% | +793 | New |
| Tucker Asset Management LLC | 5,774 | $227.9K | 0.06% | +105+1.9% | Added |
| New Jersey Better Educational Savings Trust | 790 | $227.5K | 0.48% | +790 | New |
| Global Trust Asset Management, LLC | 790 | $227.4K | 0.10% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 787 | $227.0K | 0.11% | −525−40.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 786 | $226.4K | 0.04% | −18−2.2% | Reduced |
| Gateway Advisory, LLC | 784 | $225.8K | 0.04% | +784 | New |
| Crown Wealth Group, LLC | 784 | $225.8K | 0.14% | +784 | New |
| Cherry Tree Wealth Management, LLC | 783 | $225.5K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 782 | $225.2K | 0.13% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 781 | $224.9K | 0.12% | +781 | New |
| Smallwood Wealth Investment Management, LLC | 779 | $224.3K | 0.19% | +779 | New |
| SkyOak Wealth, LLC | 776 | $223.5K | 0.06% | +776 | New |
| Perkins Coie Trust Co | 776 | $223.5K | 0.06% | −11−1.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 776 | $223.5K | 0.09% | +3+0.4% | Added |
| High Pines Wealth Management, LLC | 775 | $223.2K | 0.34% | −100−11.4% | Reduced |
| Eudaimonia Partners, LLC | 773 | $222.6K | 0.06% | −2,333−75.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 773 | $222.6K | 0.07% | −136−15.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 772 | $222.5K | 0.03% | −11−1.4% | Reduced |
| Quest Investment Management LLC | 772 | $222.4K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 770 | $221.7K | 0.02% | +770 | New |
| Custom Index Systems, LLC | 769 | $221.5K | 0.14% | +769 | New |
| Clear Creek Financial Management, LLC | 768 | $221.2K | 0.04% | −32−4.0% | Reduced |
| Invst, LLC | 699 | $220.9K | 0.03% | +699 | New |
| Kaydan Wealth Management, Inc. | 767 | $220.9K | 0.09% | −13−1.7% | Reduced |
| Jacobsen Capital Management | 767 | $220.9K | 0.11% | +767 | New |
| One Wealth Management Investment & Advisory Services, LLC | 767 | $220.8K | 0.10% | +767 | New |
| ABLE Financial Group, LLC | 766 | $220.7K | 0.10% | +766 | New |
| Johnson Bixby & Associates, LLC | 766 | $220.6K | 0.04% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 766 | $220.6K | 0.04% | +766 | New |
| Birchbrook, Inc. | 766 | $220.6K | 0.15% | +766 | New |
| Moody National Bank Trust Division | 764 | $220.0K | 0.02% | −4,990−86.7% | Reduced |
| Acorn Financial Advisory Services Inc | 764 | $220.0K | 0.04% | −18−2.3% | Reduced |
| Guild Investment Management, Inc. | 762 | $219.5K | 0.35% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 723 | $219.0K | 0.05% | −23−3.1% | Reduced |
| First National Bank | 760 | $218.9K | 0.17% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 759 | $218.6K | 0.10% | +759 | New |
| JJJ Advisors Inc. | 757 | $218.0K | 0.05% | +61+8.8% | Added |
| Country Trust Bank | 756 | $217.7K | 0.01% | −592−43.9% | Reduced |
| Meridian Wealth Partners, LLC | 751 | $216.2K | 0.04% | +751 | New |
| Drexel Morgan & Co. | 750 | $216.0K | 0.05% | 00.0% | Unchanged |
| Williams & Novak, LLC | 747 | $215.2K | 0.24% | +747 | New |
| Cape Investment Advisory, Inc. | 746 | $214.9K | 0.11% | +35+4.9% | Added |
| Greenwood Gearhart Inc | 746 | $214.9K | 0.02% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 686 | $213.9K | 0.09% | +686 | New |
| Cedrus LLC | 742 | $213.7K | 0.13% | +742 | New |
| Capital Planning Advisors, LLC | 740 | $213.1K | 0.04% | +740 | New |
| Wayfinding Financial, LLC | 739 | $213.0K | 0.14% | +739 | New |
| Peak Asset Management, LLC | 739 | $212.8K | 0.05% | +739 | New |
| Abacus Wealth Partners, LLC | 739 | $212.8K | 0.04% | −129−14.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 737 | $212.3K | 0.06% | +737 | New |
| Safeguard Investment Advisory Group, LLC | 737 | $212.2K | 0.08% | +737 | New |
| Clarus Wealth Advisors | 695 | $211.6K | 0.13% | +695 | New |
| Garden State Investment Advisory Services LLC | 734 | $211.4K | 0.09% | +734 | New |
| JNBA Financial Advisors | 731 | $210.5K | 0.02% | −20−2.7% | Reduced |
| M&R Capital Management Inc | 730 | $210.2K | 0.05% | +127+21.1% | Added |
| Latitude Advisors, LLC | 729 | $210.0K | 0.15% | −32−4.2% | Reduced |
| Consolidated Planning Corp | 728 | $209.6K | 0.04% | +728 | New |
| Destination Wealth Management | 726 | $209.0K | 0.01% | −266−26.8% | Reduced |
| Kelman-Lazarov, Inc. | 724 | $208.5K | 0.05% | +724 | New |
| Seven Mile Advisory | 723 | $208.2K | 0.18% | −60−7.7% | Reduced |
| McAdam, LLC | 722 | $208.0K | 0.02% | +722 | New |
| Darwin Advisors, LLC | 722 | $208.0K | 0.06% | −59−7.6% | Reduced |
| Harfst & Associates, Inc. | 722 | $208.0K | 0.05% | −150−17.2% | Reduced |
| Bruce G. Allen Investments, LLC | 722 | $207.9K | 0.19% | +722 | New |
| Firethorn Wealth Partners, LLC | 721 | $207.8K | 0.14% | +721 | New |
| Quadcap Wealth Management, LLC | 721 | $207.7K | 0.05% | +721 | New |
| Mystic Asset Management, Inc. | 717 | $206.5K | 0.10% | +717 | New |
| Narus Financial Partners, LLC | 716 | $206.2K | 0.10% | −60−7.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 715 | $205.9K | 0.15% | +715 | New |
| Atlas Private Wealth Management | 715 | $205.9K | 0.10% | +715 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 713 | $205.4K | 0.01% | −18,300−96.2% | Reduced |
| Monarch Capital Management Inc | 710 | $204.5K | 0.06% | +710 | New |
| Kidder Stephen W | 710 | $204.5K | 0.07% | −55−7.2% | Reduced |
| Long Island Wealth Management, Inc. | 708 | $204.0K | 0.15% | +708 | New |
| Emerald Mutual Fund Advisers Trust | 707 | $203.6K | 0.01% | +707 | New |
