| HBW Advisory Services LLC | 773 | $2.66M | 0.70% | −85−9.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 773 | $2.66M | 0.33% | −79−9.3% | Reduced |
| Capital Insight Partners, LLC | 771 | $2.65M | 0.60% | +130+20.3% | Added |
| Private Capital Group, LLC | 763 | $2.63M | 0.60% | −9−1.2% | Reduced |
| Elm Advisors, LLC | 760 | $2.62M | 1.53% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 758 | $2.61M | 0.60% | −35−4.4% | Reduced |
| Colonial River Wealth Management, LLC | 757 | $2.60M | 1.86% | +4+0.5% | Added |
| LaFleur & Godfrey LLC | 757 | $2.60M | 0.37% | +464+158.4% | Added |
| Walter & Keenan Financial Consulting Co | 756 | $2.60M | 0.90% | 00.0% | Unchanged |
| Delta Asset Management LLC | 756 | $2.60M | 0.25% | +24+3.3% | Added |
| Ashford Capital Management Inc | 755 | $2.60M | 0.23% | −69−8.4% | Reduced |
| Legacy Financial Advisors, Inc. | 754 | $2.59M | 0.66% | +43+6.0% | Added |
| Bernardo Wealth Planning LLC | 750 | $2.58M | 1.55% | −11−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 750 | $2.58M | 1.79% | +7+0.9% | Added |
| AXS Investments LLC | 750 | $2.58M | 0.79% | +105+16.3% | Added |
| Beirne Wealth Consulting Services, LLC | 746 | $2.57M | 1.41% | −1−0.1% | Reduced |
| Collective Family Office LLC | 746 | $2.57M | 1.10% | −66−8.1% | Reduced |
| Addison Capital Co | 745 | $2.56M | 1.25% | +6+0.8% | Added |
| Meridian Financial Partners LLC | 716 | $2.56M | 1.75% | +9+1.3% | Added |
| Alta Wealth Advisors LLC | 743 | $2.56M | 1.87% | −4−0.5% | Reduced |
| Wealth Management Partners, LLC | 741 | $2.55M | 1.78% | +19+2.6% | Added |
| Trivest Advisors Ltd | 740 | $2.55M | 0.26% | +120+19.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 739 | $2.54M | 0.92% | −110−13.0% | Reduced |
| Brasada Capital Management, LP | 738 | $2.54M | 0.50% | +12+1.7% | Added |
| Cito Capital Group, LLC | 738 | $2.54M | 1.14% | +100+15.7% | Added |
| Allred Capital Management, LLC | 738 | $2.54M | 1.26% | +12+1.7% | Added |
| Hoover Financial Advisors, Inc. | 736 | $2.53M | 0.45% | +105+16.6% | Added |
| Silicon Hills Wealth Management, LLC | 735 | $2.53M | 1.96% | +16+2.2% | Added |
| Criteria Caixa, S.A.U. | 732 | $2.52M | 0.37% | +732 | New |
| Riverview Trust Co | 731 | $2.52M | 2.66% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 727 | $2.50M | 0.98% | −3−0.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 669 | $2.50M | 1.15% | −8−1.2% | Reduced |
| Strategy Asset Managers LLC | 725 | $2.50M | 0.53% | +13+1.8% | Added |
| Blume Capital Management, Inc. | 725 | $2.49M | 0.91% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 725 | $2.49M | 0.72% | +204+39.2% | Added |
| Howard Financial Services, Ltd. | 724 | $2.49M | 0.98% | −62−7.9% | Reduced |
| Ballast Advisors LLC | 724 | $2.49M | 1.05% | +11+1.5% | Added |
| WSFS Capital Management, LLC | 724 | $2.49M | 1.13% | +46+6.8% | Added |
| LCM Capital Management Inc | 723 | $2.49M | 2.07% | −32−4.2% | Reduced |
| Dimension Capital Management LLC | 721 | $2.48M | 0.54% | +37+5.4% | Added |
| Vivid Financial Management, Inc. | 721 | $2.48M | 1.02% | +11+1.5% | Added |
| Knighthead Capital Management, LLC | 720 | $2.48M | 1.05% | 00.0% | Unchanged |
| Plancorp, LLC | 717 | $2.47M | 0.19% | −6−0.8% | Reduced |
| 4J Wealth Management LLC | 716 | $2.46M | 2.15% | +17+2.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 716 | $2.46M | 1.37% | +118+19.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 716 | $2.46M | 1.83% | +716 | New |
| Latitude Advisors, LLC | 715 | $2.46M | 1.82% | +3+0.4% | Added |
| Norway Savings Bank | 715 | $2.46M | 1.20% | +34+5.0% | Added |
| First Commonwealth Financial Corp | 715 | $2.46M | 0.86% | +38+5.6% | Added |
| Tobias Financial Advisors, Inc. | 713 | $2.45M | 0.97% | +12+1.7% | Added |
| Bickling Financial Services, Inc. | 712 | $2.45M | 1.11% | +107+17.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 711 | $2.45M | 0.90% | −2−0.3% | Reduced |
| Clarus Group, Inc. | 658 | $2.45M | 1.83% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 711 | $2.45M | 2.15% | +711 | New |
| Concentric Wealth Management, LLC | 705 | $2.42M | 0.74% | +32+4.8% | Added |
| Hall Laurie J Trustee | 704 | $2.42M | 0.91% | −26−3.6% | Reduced |
| Benedetti & Gucer, Inc. | 704 | $2.42M | 2.18% | +18+2.6% | Added |
| Clear Harbor Asset Management, LLC | 703 | $2.42M | 0.30% | −1−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 701 | $2.41M | 0.47% | +17+2.5% | Added |
| Northstar Asset Management Inc | 700 | $2.41M | 0.64% | +60+9.4% | Added |
| Rosenbaum Jay D. | 700 | $2.41M | 3.99% | 00.0% | Unchanged |
| Moab Capital Partners LLC | 700 | $2.41M | 5.66% | +119+20.5% | Added |
| Abundance Wealth Counselors | 699 | $2.40M | 0.62% | +321+84.9% | Added |
| Castleview Partners, LLC | 697 | $2.40M | 1.05% | +697 | New |
| Duality Advisers, LP | 695 | $2.39M | 0.21% | −254−26.8% | Reduced |
| Legal Advantage Investments, Inc. | 695 | $2.39M | 1.64% | −20−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 695 | $2.39M | 1.55% | +6+0.9% | Added |
| Austin Private Wealth, LLC | 695 | $2.39M | 0.55% | +15+2.2% | Added |
| Chesapeake Wealth Management | 693 | $2.38M | 0.77% | +188+37.2% | Added |
| Myriad Asset Management Ltd. | 692 | $2.38M | 0.18% | −7,071−91.1% | Reduced |
| Madison Asset Management, LLC | 691 | $2.38M | 0.03% | −2,374−77.5% | Reduced |
| Hamilton Capital, LLC | 691 | $2.38M | 0.23% | −20−2.8% | Reduced |
| Sassicaia Capital Advisers LLC | 690 | $2.37M | 2.48% | −6,360−90.2% | Reduced |
| U S Global Investors Inc | 690 | $2.37M | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 688 | $2.37M | 0.35% | +40+6.2% | Added |
| Quest Capital Management Inc | 685 | $2.36M | 0.47% | +30+4.6% | Added |
| Tributary Capital Management, LLC | 683 | $2.35M | 0.18% | −30−4.2% | Reduced |
| Pinnacle Bancorp, Inc. | 683 | $2.35M | 1.07% | +2+0.3% | Added |
| Hall Capital Management Co Inc | 683 | $2.35M | 1.52% | +683 | New |
| Westshore Wealth, LLC | 680 | $2.34M | 1.20% | +15+2.3% | Added |
| Truadvice, LLC | 645 | $2.34M | 0.51% | +166+34.7% | Added |
| CVA Family Office, LLC | 680 | $2.34M | 0.67% | +160+30.8% | Added |
| Corrado Advisors, LLC | 679 | $2.34M | 1.44% | −32−4.5% | Reduced |
| White Lighthouse Investment Management Inc. | 678 | $2.33M | 0.64% | +8+1.2% | Added |
| Pure Financial Advisors, Inc. | 677 | $2.33M | 0.19% | +7+1.0% | Added |
| HHM Wealth Advisors, LLC | 676 | $2.33M | 0.63% | +5+0.7% | Added |
| American Institute for Advanced Investment Management, LLP | 675 | $2.32M | 1.64% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 674 | $2.32M | 0.45% | +1+0.1% | Added |
| Triumph Capital Management | 629 | $2.32M | 1.36% | +629 | New |
| Compass Ion Advisors, LLC | 672 | $2.31M | 0.90% | −1−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 672 | $2.31M | 1.12% | +8+1.2% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 671 | $2.31M | 0.75% | +4+0.6% | Added |
| Hallmark Capital Management Inc | 671 | $2.31M | 0.20% | +62+10.2% | Added |
| Bingham Osborn & Scarborough LLC | 671 | $2.31M | 0.16% | +110+19.6% | Added |
| Palisades Hudson Asset Management, L.P. | 669 | $2.30M | 1.03% | 00.0% | Unchanged |
| Lantz Financial LLC | 669 | $2.30M | 1.18% | +94+16.3% | Added |
| Boltwood Capital Management | 666 | $2.29M | 0.95% | −20−2.9% | Reduced |
| LexAurum Advisors, LLC | 665 | $2.29M | 0.68% | −165−19.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 663 | $2.28M | 1.36% | −8−1.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 638 | $2.28M | 0.99% | −280−30.5% | Reduced |
