| Meridian Financial Partners LLC | 719 | $2.33M | 1.57% | +3+0.4% | Added |
| Clear Harbor Asset Management, LLC | 711 | $2.34M | 0.28% | +8+1.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 713 | $2.34M | 1.69% | −3−0.4% | Reduced |
| Alta Wealth Advisors LLC | 717 | $2.35M | 1.71% | −26−3.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 717 | $2.36M | 0.86% | +6+0.8% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 718 | $2.36M | 0.76% | +47+7.0% | Added |
| LCM Capital Management Inc | 719 | $2.36M | 2.00% | −4−0.6% | Reduced |
| Eagle Bay Advisors LLC | 721 | $2.37M | 1.38% | +251+53.4% | Added |
| Tobias Financial Advisors, Inc. | 723 | $2.38M | 0.89% | +10+1.4% | Added |
| Benedetti & Gucer, Inc. | 723 | $2.38M | 1.81% | +19+2.7% | Added |
| Israel Discount Bank of New York | 723 | $2.38M | 1.61% | +723 | New |
| Friess Associates LLC | 724 | $2.38M | 1.00% | −72−9.0% | Reduced |
| Blume Capital Management, Inc. | 725 | $2.38M | 0.87% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 725 | $2.38M | 0.98% | +4+0.6% | Added |
| Aft, Forsyth & Sober, LLC | 725 | $2.38M | 0.90% | +110+17.9% | Added |
| Advus Financial Partners, LLC | 716 | $2.39M | 1.32% | +716 | New |
| Howard Financial Services, Ltd. | 727 | $2.39M | 0.90% | +3+0.4% | Added |
| 4J Wealth Management LLC | 727 | $2.39M | 2.08% | +11+1.5% | Added |
| MBL Wealth, LLC | 728 | $2.39M | 0.83% | +728 | New |
| Pure Financial Advisors, Inc. | 730 | $2.40M | 0.18% | +53+7.8% | Added |
| Riverview Trust Co | 731 | $2.40M | 2.54% | 00.0% | Unchanged |
| Ballast Advisors LLC | 731 | $2.40M | 1.00% | +7+1.0% | Added |
| LexAurum Advisors, LLC | 734 | $2.41M | 0.71% | +69+10.4% | Added |
| Simon Quick Advisors, LLC | 735 | $2.41M | 0.62% | +364+98.1% | Added |
| Onyx Bridge Wealth Group LLC | 703 | $2.42M | 0.91% | +65+10.2% | Added |
| Relyea Zuckerberg Hanson LLC | 738 | $2.42M | 0.94% | +91+14.1% | Added |
| Private Capital Management LLC | 739 | $2.43M | 0.99% | +285+62.8% | Added |
| First City Capital Management, Inc. | 740 | $2.43M | 1.37% | +93+14.4% | Added |
| Addison Capital Co | 741 | $2.43M | 1.13% | −4−0.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 742 | $2.44M | 1.67% | +7+1.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 742 | $2.44M | 0.98% | −165−18.2% | Reduced |
| Acropolis Investment Management, LLC | 784 | $2.45M | 0.29% | −13−1.6% | Reduced |
| Brasada Capital Management, LP | 745 | $2.45M | 0.48% | +7+0.9% | Added |
| Beirne Wealth Consulting Services, LLC | 746 | $2.45M | 1.40% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 751 | $2.47M | 0.90% | +12+1.6% | Added |
| Accretive Wealth Partners, LLC | 753 | $2.47M | 1.75% | +166+28.3% | Added |
| Ashford Capital Management Inc | 755 | $2.48M | 0.23% | 00.0% | Unchanged |
| Delta Asset Management LLC | 756 | $2.48M | 0.24% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 756 | $2.48M | 1.33% | +40+5.6% | Added |
| Liberty Wealth Management LLC | 751 | $2.49M | 0.89% | +158+26.6% | Added |
| X-Square Capital, LLC | 762 | $2.49M | 1.29% | +141+22.7% | Added |
| Capital One Financial Corp | 759 | $2.49M | 0.31% | −18−2.3% | Reduced |
| Kozak & Associates, Inc. | 704 | $2.50M | 1.48% | +704 | New |
| Texas Capital Bank Wealth Management Services Inc | 760 | $2.50M | 0.26% | −13−1.7% | Reduced |
| Elm Advisors, LLC | 760 | $2.50M | 1.49% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 760 | $2.50M | 1.13% | +36+5.0% | Added |
| Marino, Stram & Associates LLC | 763 | $2.51M | 0.87% | −3,815−83.3% | Reduced |
| Accurate Wealth Management, LLC | 763 | $2.51M | 2.21% | +52+7.3% | Added |
| Norway Savings Bank | 767 | $2.52M | 1.19% | +52+7.3% | Added |
| BTG Pactual Global Asset Management Ltd | 768 | $2.52M | 2.33% | −1,837−70.5% | Reduced |
| AGF Investments LLC | 769 | $2.53M | 0.25% | −220−22.2% | Reduced |
| Charles Schwab Trust Co | 769 | $2.53M | 0.50% | +130+20.3% | Added |
| Wolverine Asset Management LLC | 770 | $2.53M | 0.03% | +770 | New |
| Private Capital Group, LLC | 770 | $2.53M | 0.57% | +7+0.9% | Added |
| Geller Advisors LLC | 771 | $2.53M | 0.55% | −258−25.1% | Reduced |
| Allred Capital Management, LLC | 772 | $2.54M | 1.33% | +34+4.6% | Added |
| Kaizen Financial Strategies | 772 | $2.54M | 2.05% | +772 | New |
| Fiduciary Planning LLC | 773 | $2.54M | 1.35% | +219+39.5% | Added |
| Wealth Architects, LLC | 773 | $2.54M | 0.49% | −957−55.3% | Reduced |
| Financial Sense Advisors, Inc. | 776 | $2.55M | 0.85% | −4−0.5% | Reduced |
| Bernardo Wealth Planning LLC | 776 | $2.55M | 1.48% | +26+3.5% | Added |
| Baker Ellis Asset Management LLC | 788 | $2.56M | 0.49% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 786 | $2.58M | 5.12% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 786 | $2.58M | 0.01% | +786 | New |
| Walter & Keenan Financial Consulting Co | 787 | $2.58M | 0.88% | +31+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 787 | $2.58M | 1.88% | +37+4.9% | Added |
| Armstrong Henry H Associates Inc | 789 | $2.59M | 0.30% | +12+1.5% | Added |
| Royal Harbor Partners, LLC | 791 | $2.60M | 1.85% | −10−1.2% | Reduced |
| Veracity Capital LLC | 791 | $2.60M | 1.13% | +15+1.9% | Added |
| Wolff Wiese Magana LLC | 794 | $2.61M | 1.84% | −12−1.5% | Reduced |
| GYL Financial Synergies, LLC | 794 | $2.61M | 1.33% | +4+0.5% | Added |
| Bradley Mark J. | 797 | $2.62M | 1.79% | +13+1.7% | Added |
| Alpha Omega Wealth Management LLC | 798 | $2.62M | 0.43% | −3−0.4% | Reduced |
| JB Capital LLC | 799 | $2.63M | 0.34% | +799 | New |
| Quest Capital Management Inc | 800 | $2.63M | 0.52% | +115+16.8% | Added |
| Fort Pitt Capital Group, LLC | 801 | $2.63M | 0.11% | −251−23.9% | Reduced |
| Proffitt & Goodson Inc | 801 | $2.63M | 0.48% | −2−0.2% | Reduced |
| Capital Insight Partners, LLC | 801 | $2.63M | 0.57% | +30+3.9% | Added |
| Greenwich Wealth Management LLC | 801 | $2.63M | 0.22% | +289+56.4% | Added |
| Crestone Asset Management LLC | 802 | $2.63M | 0.58% | +149+22.8% | Added |
| Wealthquest Corp | 803 | $2.64M | 0.44% | +3+0.4% | Added |
| Resonant Capital Advisors, LLC | 803 | $2.64M | 0.46% | +102+14.6% | Added |
| Mosaic Family Wealth, LLC | 804 | $2.64M | 0.73% | −4−0.5% | Reduced |
| ZWJ Investment Counsel Inc | 805 | $2.64M | 0.15% | +288+55.7% | Added |
| LifeSteps Financial, Inc. | 806 | $2.65M | 2.03% | −31−3.7% | Reduced |
| Jacobi Capital Management LLC | 808 | $2.65M | 0.34% | −34−4.0% | Reduced |
| Graypoint LLC | 809 | $2.66M | 0.33% | +240+42.2% | Added |
| Covenant Partners, LLC | 810 | $2.66M | 1.05% | −26−3.1% | Reduced |
| LGL Partners, LLC | 810 | $2.66M | 1.62% | 00.0% | Unchanged |
| Cardan Capital Partners, LLC | 811 | $2.67M | 0.30% | +8+1.0% | Added |
| Monticello Wealth Management, LLC | 813 | $2.67M | 0.26% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 816 | $2.68M | 0.76% | +25+3.2% | Added |
| Carmichael Hill & Associates, Inc. | 818 | $2.69M | 1.52% | +13+1.6% | Added |
| Piscataqua Savings Bank | 820 | $2.69M | 2.33% | +4+0.5% | Added |
| Plancorp, LLC | 820 | $2.69M | 0.19% | +103+14.4% | Added |
| CenterStar Asset Management, LLC | – | $2.69M | 2.10% | – | – |
| United Bank | 821 | $2.70M | 0.36% | +14+1.7% | Added |
| HBW Advisory Services LLC | 821 | $2.70M | 0.70% | +48+6.2% | Added |
| Resources Management Corp | 823 | $2.70M | 0.39% | +38+4.8% | Added |
| Tectonic Advisors LLC | 823 | $2.70M | 0.53% | +167+25.5% | Added |
