| Greykasell Wealth Strategies, Inc. | 291 | $281.9K | 0.12% | +129+79.6% | Added |
| Pines Wealth Management, LLC | 291 | $281.7K | 0.09% | −116−28.5% | Reduced |
| GoalVest Advisory LLC | 291 | $281.7K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 291 | $281.7K | 0.17% | +291 | New |
| Shufro Rose & Co LLC | 425 | $281.6K | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 290 | $280.7K | 0.00% | −219−43.0% | Reduced |
| Sunpointe, LLC | 290 | $280.7K | 0.10% | −103−26.2% | Reduced |
| United Bank | 290 | $280.7K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 288 | $278.8K | 0.03% | −38−11.7% | Reduced |
| Austin Private Wealth, LLC | 287 | $277.8K | 0.02% | −79−21.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 286 | $276.9K | 0.03% | +6+2.1% | Added |
| Tectonic Advisors LLC | 286 | $276.7K | 0.02% | −109−27.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 285 | $276.4K | 0.01% | +33+13.1% | Added |
| Alpha Zero LLC | 285 | $275.9K | 0.16% | −10−3.4% | Reduced |
| RWM Asset Management, LLC | 285 | $275.9K | 0.03% | +35+14.0% | Added |
| Brandywine Oak Private Wealth LLC | 284 | $274.9K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 281 | $272.0K | 0.07% | −278−49.7% | Reduced |
| Symmetry Peak Management LLC | 280 | $271.1K | 2.00% | −1,670−85.6% | Reduced |
| Almanack Investment Partners, LLC. | 279 | $270.1K | 0.04% | +279 | New |
| White Knight Strategic Wealth Advisors, LLC | 279 | $270.1K | 0.21% | +279 | New |
| Axq Capital, LP | 279 | $270.1K | 0.10% | +279 | New |
| Calton & Associates, Inc. | 279 | $270.0K | 0.04% | +279 | New |
| Berkeley Capital Partners, LLC | 278 | $269.1K | 0.06% | +2+0.7% | Added |
| Independent Solutions Wealth Management, LLC | 277 | $268.2K | 0.05% | +277 | New |
| Ewa, LLC | 277 | $267.8K | 0.07% | +8+3.0% | Added |
| Goelzer Investment Management, Inc. | 274 | $265.5K | 0.01% | +274 | New |
| Redhawk Wealth Advisors, Inc. | 274 | $265.3K | 0.03% | +274 | New |
| Benchmark Financial Wealth Advisors, LLC | 272 | $263.7K | 0.08% | +6+2.3% | Added |
| Jackson Thornton Asset Management, LLC | 266 | $262.8K | 0.03% | +266 | New |
| Novare Capital Management LLC | 271 | $262.7K | 0.02% | +3+1.1% | Added |
| TFC Financial Management | 271 | $262.4K | 0.03% | −30−10.0% | Reduced |
| Empirical Asset Management, LLC | 271 | $262.4K | 0.07% | +5+1.9% | Added |
| ERn Financial, LLC | 269 | $260.4K | 0.05% | +16+6.3% | Added |
| Bangor Savings Bank | 268 | $259.4K | 0.02% | +261+3,728.6% | Added |
| McKinley Carter Wealth Services, Inc. | 267 | $258.7K | 0.01% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 264 | $255.6K | 0.13% | −6−2.2% | Reduced |
| Mattson Financial Services, LLC | 264 | $255.6K | 0.06% | +1+0.4% | Added |
| Integrated Investment Consultants, LLC | 263 | $254.6K | 0.04% | +7+2.7% | Added |
| Fortune Financial Advisors, LLC | 262 | $253.6K | 0.19% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 261 | $252.7K | 0.04% | +261 | New |
| Founders Financial Alliance, LLC | 259 | $251.0K | 0.05% | +259 | New |
| Barnes Pettey Financial Advisors, LLC | 259 | $250.7K | 0.14% | +9+3.6% | Added |
| Centerpoint Advisory Group | 259 | $250.7K | 0.20% | +259 | New |
| Confluence Wealth Services, Inc. | 258 | $249.8K | 0.01% | +258 | New |
| Equity Wealth Partners, LLC | 258 | $249.5K | 0.20% | +258 | New |
| DekaBank Deutsche Girozentrale | 258 | $249.0K | 0.00% | 00.0% | Unchanged |
| Fundamentun, LLC | 257 | $248.9K | 0.01% | −8−3.0% | Reduced |
| First PREMIER Bank | 256 | $248.0K | 0.06% | −26−9.2% | Reduced |
| Ledyard National Bank | 256 | $247.8K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 256 | $247.8K | 0.13% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 256 | $247.8K | 0.11% | +4+1.6% | Added |
| Parkside Financial Bank & Trust | 255 | $246.9K | 0.02% | +37+17.0% | Added |
| Citizens Business Bank | 255 | $246.9K | 0.04% | +255 | New |
| Avos Capital Management, LLC | 252 | $244.0K | 0.11% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 251 | $243.3K | 0.04% | +251 | New |
| Cassaday & Co Wealth Management LLC | 251 | $243.0K | 0.01% | +251 | New |
| Angeles Wealth Management, LLC | 251 | $243.0K | 0.01% | −75−23.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 250 | $242.0K | 0.04% | −67−21.1% | Reduced |
| Flywheel Private Wealth LLC | 250 | $242.0K | 0.19% | 00.0% | Unchanged |
| National Philanthropic Trust | 250 | $242.0K | 0.00% | +250 | New |
| KC Investment Advisors, LLC | 234 | $241.7K | 0.07% | +234 | New |
| Keystone Financial Group | 248 | $240.4K | 0.02% | −21−7.8% | Reduced |
| Maia Wealth LLC | 230 | $239.3K | 0.04% | +230 | New |
| Capital Advisors Inc | 247 | $239.1K | 0.00% | −93−27.4% | Reduced |
| State of Wyoming | 247 | $239.1K | 0.03% | +10+4.2% | Added |
| NBT Bank N A | 247 | $239.1K | 0.02% | +13+5.6% | Added |
| KCM Investment Advisors LLC | 246 | $238.2K | 0.01% | +246 | New |
| Center for Financial Planning, Inc. | 245 | $237.2K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 245 | $237.2K | 0.13% | −13−5.0% | Reduced |
| BG Investment Services, Inc. | 245 | $236.8K | 0.23% | +245 | New |
| Baker Tilly Wealth Management, LLC | 244 | $236.2K | 0.05% | +244 | New |
| Gilman Hill Asset Management, LLC | 243 | $235.2K | 0.04% | −8−3.2% | Reduced |
| PCG Asset Management, LLC | 243 | $235.2K | 0.19% | +243 | New |
| Intrua Financial, LLC | 243 | $234.9K | 0.03% | +243 | New |
| Legacy Financial Strategies, LLC | 242 | $234.3K | 0.04% | −934−79.4% | Reduced |
| Fox Hill Wealth Management | 241 | $233.3K | 0.11% | +241 | New |
| Master's Wealth Management Inc. | 240 | $232.8K | 0.10% | +240 | New |
| Brio Consultants, LLC | 239 | $231.4K | 0.03% | −16−6.3% | Reduced |
| Howard Bailey Securities, LLC | 239 | $231.4K | 0.07% | −11−4.4% | Reduced |
| Activest Wealth Management | 238 | $230.7K | 0.05% | +174+271.9% | Added |
| BigSur Wealth Management LLC | 238 | $230.4K | 0.06% | +238 | New |
| Blue Barn Wealth, LLC | 238 | $230.4K | 0.10% | +238 | New |
| AGH Wealth Advisors, LLC | 238 | $230.4K | 0.17% | +238 | New |
| BankPlus Wealth Management LLC | 238 | $230.4K | 0.14% | +238 | New |
| Sapient Capital LLC | 239 | $230.1K | 0.00% | +239 | New |
| Ascent Capital Management, LLC | 237 | $229.9K | 0.18% | −22−8.5% | Reduced |
| Winthrop Advisory Group LLC | 237 | $229.8K | 0.02% | +237 | New |
| Ironwood Investment Counsel, LLC | 237 | $229.4K | 0.03% | +237 | New |
| Patrick M Sweeney & Associates, Inc | 236 | $228.5K | 0.15% | +236 | New |
| HHM Wealth Advisors, LLC | 235 | $227.5K | 0.03% | +3+1.3% | Added |
| Western Pacific Wealth Management, LP | 235 | $227.5K | 0.22% | +11+4.9% | Added |
| Gentry Private Wealth, LLC | 235 | $227.5K | 0.16% | +235 | New |
| BridgePort Financial Solutions, LLC | 235 | $227.4K | 0.06% | +235 | New |
| BLVD Private Wealth, LLC | 234 | $226.5K | 0.19% | −18−7.1% | Reduced |
| CFO4Life Group, LLC | 230 | $222.7K | 0.03% | +230 | New |
| Bank of Nova Scotia Trust Co | 230 | $222.7K | 0.02% | +230 | New |
| Financial Partners Group, Inc | 230 | $222.3K | 0.03% | +230 | New |
| Garden State Investment Advisory Services LLC | 227 | $220.0K | 0.06% | −375−62.3% | Reduced |
| Evergreen Wealth Management, LLC | 226 | $218.9K | 0.11% | +226 | New |
| Schaper Benz & Wise Investment Counsel Inc | 226 | $218.8K | 0.02% | +226 | New |
