| Drive Wealth Management, LLC | 564 | $1.88M | 1.65% | +564 | New |
| AMJ Financial Wealth Management | 565 | $1.88M | 0.68% | +50+9.7% | Added |
| Tobam | 565 | $1.88M | 0.08% | −29−4.9% | Reduced |
| ASB Consultores, LLC | 565 | $1.88M | 0.93% | +565 | New |
| Prudent Man Advisors, LLC | 566 | $1.89M | 0.72% | −7−1.2% | Reduced |
| Cavalier Investments, LLC | 566 | $1.89M | 0.49% | +39+7.4% | Added |
| Greenup Street Wealth Management LLC | 566 | $1.89M | 1.14% | +566 | New |
| Confluence Wealth Services, Inc. | 567 | $1.89M | 0.61% | +567 | New |
| Hexagon Capital Partners LLC | 567 | $1.89M | 0.50% | +15+2.7% | Added |
| Toth Financial Advisory Corp | 567 | $1.89M | 0.26% | +16+2.9% | Added |
| FFT Wealth Management LLC | 567 | $1.89M | 0.17% | +567 | New |
| Aspire Capital Advisors LLC | 567 | $1.89M | 6.32% | +567 | New |
| Safeguard Investment Advisory Group, LLC | 568 | $1.89M | 1.10% | +8+1.4% | Added |
| Dividend Assets Capital, LLC | 568 | $1.89M | 0.35% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 568 | $1.89M | 0.33% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 568 | $1.89M | 1.79% | +568 | New |
| Barden Capital Management, Inc. | 569 | $1.90M | 1.81% | +569 | New |
| Plotkin Financial Advisors, LLC | 569 | $1.90M | 1.20% | +136+31.4% | Added |
| Community Capital Management, Inc. | 600 | $1.90M | 2.03% | −560−48.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 570 | $1.90M | 0.93% | −41−6.7% | Reduced |
| Noesis Capital Mangement Corp | 570 | $1.90M | 0.38% | −24−4.0% | Reduced |
| Tempus Wealth Planning, LLC | 571 | $1.90M | 1.03% | +8+1.4% | Added |
| Wedge Capital Management L L P | 572 | $1.91M | 0.02% | 00.0% | Unchanged |
| blooom, inc. | 572 | $1.91M | 1.44% | −19−3.2% | Reduced |
| Elgethun Capital Management | 561 | $1.91M | 0.67% | 00.0% | Unchanged |
| Searle & Co. | 573 | $1.91M | 0.70% | +5+0.9% | Added |
| Mission Financial Group, LLC | 8,300 | $1.92M | 1.81% | +8,300 | New |
| Navalign, LLC | 575 | $1.92M | 0.77% | +4+0.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 575 | $1.92M | 0.14% | +24+4.4% | Added |
| Colony Family Offices, LLC | 575 | $1.92M | 0.92% | +575 | New |
| MPS Loria Financial Planners, LLC | 577 | $1.92M | 0.78% | +7+1.2% | Added |
| Dodge & Cox | 578 | $1.93M | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 579 | $1.93M | 1.26% | −142−19.7% | Reduced |
| Echo45 Advisors LLC | 579 | $1.93M | 1.55% | +579 | New |
| Southern Capital Advisors, LLC | 579 | $1.93M | 1.19% | +579 | New |
| Marble Harbor Investment Counsel, LLC | 580 | $1.93M | 0.23% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 581 | $1.94M | 0.92% | −24−4.0% | Reduced |
| Wealth Management Associates, Inc. | 581 | $1.94M | 1.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 582 | $1.94M | 0.75% | +582 | New |
| Clarity Wealth Advisors, LLC | 583 | $1.94M | 0.90% | +21+3.7% | Added |
| First PREMIER Bank | 584 | $1.95M | 0.50% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 584 | $1.95M | 1.14% | −3−0.5% | Reduced |
| Bank Ozk | 586 | $1.95M | 0.80% | +15+2.6% | Added |
| Compass Financial Advisors LLC | 586 | $1.95M | 2.15% | +586 | New |
| Guardian Capital LP | 589 | $1.96M | 0.04% | −106−15.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 589 | $1.96M | 1.31% | −5−0.8% | Reduced |
| Pinnacle Wealth Management, LLC | 589 | $1.96M | 1.68% | +589 | New |
| Harfst & Associates, Inc. | 591 | $1.97M | 0.50% | +82+16.1% | Added |
| Banco de Sabadell, S.A | 588 | $1.98M | 1.11% | +571+3,358.8% | Added |
| Warren Averett Asset Management, LLC | 646 | $1.98M | 0.17% | +8+1.3% | Added |
| SkyView Investment Advisors, LLC | 17,255 | $1.98M | 0.45% | +16,658+2,790.3% | Added |
| Carderock Capital Management Inc | 594 | $1.98M | 0.48% | +11+1.9% | Added |
| Key Client Fiduciary Advisors, LLC | 595 | $1.98M | 1.66% | +595 | New |
| New Jersey Better Educational Savings Trust | 596 | $1.99M | 4.41% | −190−24.2% | Reduced |
| First National Bank | 596 | $1.99M | 1.73% | +26+4.6% | Added |
| Truepoint, Inc. | 597 | $1.99M | 0.09% | +84+16.4% | Added |
| Probity Advisors, Inc. | 598 | $1.99M | 0.39% | −32−5.1% | Reduced |
| Sittner & Nelson, LLC | 598 | $1.99M | 1.16% | +34+6.0% | Added |
| Cubic Asset Management, LLC | 598 | $1.99M | 0.45% | +41+7.4% | Added |
| Investment Advisory Group, LLC | 628 | $2.00M | 1.28% | +628 | New |
| Adams Asset Advisors, LLC | 600 | $2.00M | 0.36% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 601 | $2.00M | 0.98% | +9+1.5% | Added |
| Okabena Investment Services Inc | 600 | $2.00M | 0.76% | −52−8.0% | Reduced |
| swisspartners Ltd. | 593 | $2.00M | 1.42% | −1,483−71.4% | Reduced |
| Weaver Consulting Group | 604 | $2.01M | 0.97% | −14−2.3% | Reduced |
| Horizon Wealth Management, LLC | 604 | $2.01M | 0.59% | +604 | New |
| Marathon Capital Management | 605 | $2.02M | 0.47% | −412−40.5% | Reduced |
| Hanson & Doremus Investment Management | 605 | $2.02M | 0.43% | +37+6.5% | Added |
| EPG Wealth Management LLC | 606 | $2.02M | 0.71% | +60+11.0% | Added |
| Grandfield & Dodd, LLC | 607 | $2.02M | 0.13% | +14+2.4% | Added |
| Dearborn Partners LLC | 606 | $2.02M | 0.07% | −386−38.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 607 | $2.02M | 0.48% | 00.0% | Unchanged |
| Teza Capital Management LLC | 607 | $2.02M | 0.54% | +607 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 608 | $2.03M | 0.36% | −134−18.1% | Reduced |
| Holistic Financial Partners | 608 | $2.03M | 1.18% | +4+0.7% | Added |
| New England Research & Management, Inc. | 609 | $2.03M | 0.98% | +5+0.8% | Added |
| GeoWealth Management, LLC | 610 | $2.03M | 0.17% | −10−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 611 | $2.04M | 0.16% | +62+11.3% | Added |
| Affinity Capital Advisors, LLC | 612 | $2.04M | 0.62% | +21+3.6% | Added |
| Hollow Brook Wealth Management LLC | 612 | $2.04M | 1.05% | +545+813.4% | Added |
| Cary Street Partner Investment Advisory LLC | 615 | $2.05M | 0.57% | −32−4.9% | Reduced |
| Royal Capital Wealth Management, LLC | 615 | $2.05M | 1.99% | +615 | New |
| VeraBank, N.A. | 616 | $2.05M | 1.04% | +21+3.5% | Added |
| Horizon Investments, LLC | 617 | $2.06M | 0.06% | −2,799−81.9% | Reduced |
| Trust Co of Oklahoma | 617 | $2.06M | 0.70% | +2+0.3% | Added |
| Hemington Wealth Management | 632 | $2.06M | 0.95% | +8+1.3% | Added |
| Soundmark Wealth Management, LLC | 618 | $2.06M | 1.41% | −4,219−87.2% | Reduced |
| Affiance Financial, LLC | 618 | $2.06M | 0.86% | +169+37.6% | Added |
| Five Oceans Advisors | 619 | $2.06M | 1.82% | +60+10.7% | Added |
| HBC Financial Services, PLLC | 611 | $2.07M | 1.33% | +12+2.0% | Added |
| Fortune 45 LLC | 620 | $2.07M | 1.82% | +620 | New |
| Cascade Investment Advisors, Inc. | 622 | $2.07M | 1.22% | +6+1.0% | Added |
| Consolidated Planning Corp | 622 | $2.07M | 1.34% | +36+6.1% | Added |
| Retirement Group, LLC | 622 | $2.07M | 0.91% | +89+16.7% | Added |
| Apexium Financial, LP | 623 | $2.08M | 1.07% | +5+0.8% | Added |
| LCNB Corp | 624 | $2.08M | 0.95% | +4+0.6% | Added |
| AGF Investments LLC | 625 | $2.08M | 0.18% | −144−18.7% | Reduced |
| Montis Financial, LLC | 626 | $2.09M | 1.51% | −21−3.2% | Reduced |
| Bouchey Financial Group Ltd | 627 | $2.09M | 0.28% | +63+11.2% | Added |
| Banco BTG Pactual S.A. | 628 | $2.09M | 6.12% | +287+84.2% | Added |
