| Scissortail Wealth Management, LLC | 628 | $2.09M | 0.81% | +628 | New |
| Saxon Interests, Inc. | 635 | $2.10M | 1.19% | +635 | New |
| Heron Bay Capital Management | 630 | $2.10M | 1.04% | +223+54.8% | Added |
| Signet Investment Advisory Group, Inc. | 631 | $2.10M | 1.20% | +41+6.9% | Added |
| PAX Financial Group, LLC | 632 | $2.11M | 0.47% | −3−0.5% | Reduced |
| Waddell & Associates, LLC | 632 | $2.11M | 0.33% | +167+35.9% | Added |
| Element Pointe Advisors, LLC | 633 | $2.11M | 0.65% | +2+0.3% | Added |
| Firestone Capital Management | 634 | $2.11M | 0.67% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 635 | $2.12M | 0.74% | +3+0.5% | Added |
| Matrix Private Capital Group LLC | 634 | $2.12M | 1.00% | +60+10.5% | Added |
| Arvest Trust Co N A | 635 | $2.12M | 0.11% | +635 | New |
| Vise Technologies, Inc. | 635 | $2.12M | 0.57% | +635 | New |
| Day & Ennis, LLC | 636 | $2.12M | 0.70% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 637 | $2.12M | 1.33% | +94+17.3% | Added |
| Lafayette Investments, Inc. | 637 | $2.12M | 0.53% | 00.0% | Unchanged |
| SPC Financial, Inc. | 637 | $2.12M | 0.24% | +111+21.1% | Added |
| WJ Wealth Management, LLC | 638 | $2.13M | 1.27% | 00.0% | Unchanged |
| McAdam, LLC | 638 | $2.13M | 0.21% | +9+1.4% | Added |
| Private Capital Management LLC | 639 | $2.13M | 0.74% | −100−13.5% | Reduced |
| Keystone Wealth Services, LLC | 640 | $2.13M | 0.87% | +640 | New |
| Tributary Capital Management, LLC | 645 | $2.15M | 0.16% | −23−3.4% | Reduced |
| Aaron Wealth Advisors | 648 | $2.16M | 0.60% | +142+28.1% | Added |
| Investment Advisory Services Inc | 648 | $2.16M | 1.18% | +124+23.7% | Added |
| Bordeaux Wealth Advisors LLC | 649 | $2.16M | 1.00% | +489+305.6% | Added |
| Boltwood Capital Management | 651 | $2.17M | 0.80% | −8−1.2% | Reduced |
| Primoris Wealth Advisors, LLC | 653 | $2.18M | 1.75% | +653 | New |
| Brasada Capital Management, LP | 673 | $2.18M | 0.42% | −72−9.7% | Reduced |
| City State Bank | 655 | $2.18M | 1.35% | +655 | New |
| Spreng Capital Management, Inc. | 656 | $2.19M | 1.26% | +144+28.1% | Added |
| Sugarloaf Wealth Management, LLC | 657 | $2.19M | 0.52% | +46+7.5% | Added |
| HHM Wealth Advisors, LLC | 657 | $2.19M | 0.53% | −21−3.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 658 | $2.19M | 1.48% | −16−2.4% | Reduced |
| Concentric Wealth Management, LLC | 659 | $2.20M | 0.62% | −21−3.1% | Reduced |
| Hamilton Capital, LLC | 659 | $2.20M | 0.17% | +308+87.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 660 | $2.20M | 0.02% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 660 | $2.20M | 0.28% | +18+2.8% | Added |
| Thompson Siegel & Walmsley LLC | 660 | $2.20M | 0.03% | +324+96.4% | Added |
| Arcus Capital Partners, LLC | 665 | $2.22M | 0.75% | +59+9.7% | Added |
| Corrado Advisors, LLC | 666 | $2.22M | 1.33% | +7+1.1% | Added |
| Seldon Capital LP | 666 | $2.22M | 1.43% | +666 | New |
| Column Capital Advisors, LLC | 669 | $2.23M | 0.43% | +90+15.5% | Added |
| Legal Advantage Investments, Inc. | 670 | $2.23M | 1.52% | −10−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 671 | $2.24M | 1.28% | +30+4.7% | Added |
| Palisades Hudson Asset Management, L.P. | 673 | $2.24M | 0.96% | +4+0.6% | Added |
| Gilbert & Cook, Inc. | 674 | $2.25M | 0.36% | +232+52.5% | Added |
| Conrad Siegel Investment Advisors, Inc. | 685 | $2.25M | 1.95% | +685 | New |
| Biltmore Family Office, LLC | 675 | $2.25M | 0.43% | +22+3.4% | Added |
| Foresight Capital Management Advisors, Inc. | 675 | $2.25M | 2.19% | +675 | New |
| Caliber Wealth Management, LLC | 694 | $2.25M | 1.56% | +133+23.7% | Added |
| Pluribus Labs, LLC | 679 | $2.26M | 2.39% | +679 | New |
| Koss-Olinger Consulting, LLC | 680 | $2.27M | 0.35% | +205+43.2% | Added |
| Kozak & Associates, Inc. | 774 | $2.27M | 1.45% | +70+9.9% | Added |
| Wealth Management Partners, LLC | 1,000 | $2.27M | 1.56% | +310+44.9% | Added |
| Northstar Asset Management Inc | 682 | $2.27M | 0.57% | −4−0.6% | Reduced |
| RSM US Wealth Management LLC | 683 | $2.28M | 0.11% | +35+5.4% | Added |
| Clarus Group, Inc. | 652 | $2.29M | 1.54% | −5−0.8% | Reduced |
| Meridian Financial Partners LLC | 733 | $2.29M | 1.55% | +14+1.9% | Added |
| Hallmark Capital Management Inc | 687 | $2.29M | 0.18% | +35+5.4% | Added |
| First City Capital Management, Inc. | 727 | $2.29M | 1.29% | −13−1.8% | Reduced |
| Summit Place Financial Advisors, LLC | 688 | $2.29M | 1.59% | −2−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 805 | $2.30M | 0.83% | +67+9.1% | Added |
| Hall Laurie J Trustee | 689 | $2.30M | 0.81% | −5−0.7% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 689 | $2.30M | 2.15% | +689 | New |
| Beirne Wealth Consulting Services, LLC | 690 | $2.30M | 1.26% | −56−7.5% | Reduced |
| U S Global Investors Inc | 690 | $2.30M | 0.08% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 692 | $2.31M | 1.85% | +692 | New |
| Private Capital Group, LLC | 695 | $2.32M | 0.49% | −75−9.7% | Reduced |
| Bickling Financial Services, Inc. | 696 | $2.32M | 1.13% | +24+3.6% | Added |
| Compass Ion Advisors, LLC | 696 | $2.32M | 0.75% | +24+3.6% | Added |
| DGS Capital Management, LLC | 696 | $2.32M | 1.45% | +696 | New |
| Carlson Capital Management | 697 | $2.32M | 0.20% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 697 | $2.32M | 1.10% | +697 | New |
| Boardman Bay Capital Management LLC | 700 | $2.33M | 3.88% | +700 | New |
| PSI Advisors, LLC | 703 | $2.34M | 0.95% | +14+2.0% | Added |
| White Lighthouse Investment Management Inc. | 707 | $2.36M | 0.59% | +21+3.1% | Added |
| Cedar Wealth Management, LLC | 707 | $2.36M | 0.95% | +81+12.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 708 | $2.36M | 0.80% | −9−1.3% | Reduced |
| Point72 Hong Kong Ltd | 708 | $2.36M | 0.20% | +48+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 709 | $2.36M | 1.43% | 00.0% | Unchanged |
| Shearwater Capital LLC | 709 | $2.36M | 2.08% | +709 | New |
| LSP Investment Advisors, LLC | 710 | $2.37M | 1.01% | 00.0% | Unchanged |
| Incline Global Management LLC | 712 | $2.37M | 0.50% | +442+163.7% | Added |
| First Commonwealth Financial Corp | 713 | $2.38M | 0.77% | +35+5.2% | Added |
| Fusion Capital, LLC | 713 | $2.38M | 1.21% | +45+6.7% | Added |
| First Business Financial Services, Inc. | 715 | $2.38M | 0.25% | +27+3.9% | Added |
| Capital Financial Planning, LLC | 716 | $2.39M | 0.82% | +21+3.0% | Added |
| Activest Wealth Management | 716 | $2.39M | 1.48% | −120−14.4% | Reduced |
| Sound Income Strategies, LLC | 718 | $2.39M | 0.28% | +39+5.7% | Added |
| Capital One Financial Corp | 720 | $2.40M | 0.29% | −39−5.1% | Reduced |
| Addison Capital Co | 724 | $2.41M | 1.08% | −17−2.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 724 | $2.41M | 1.53% | +11+1.5% | Added |
| Franklin Street Capital Partners, LLC | 725 | $2.42M | 11.24% | −325−31.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 725 | $2.42M | 0.85% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 725 | $2.42M | 0.80% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 725 | $2.42M | 1.46% | +129+21.6% | Added |
| Wealth Architects, LLC | 728 | $2.43M | 0.43% | −45−5.8% | Reduced |
| Riverview Trust Co | 731 | $2.44M | 1.43% | 00.0% | Unchanged |
| Lantz Financial LLC | 731 | $2.44M | 1.12% | +28+4.0% | Added |
| CVA Family Office, LLC | 732 | $2.44M | 0.61% | +519+243.7% | Added |
| True North Advisors, LLC | 733 | $2.44M | 0.41% | −1,466−66.7% | Reduced |
