| LJI Wealth Management, LLC | 286 | $248.1K | 0.07% | −31−9.8% | Reduced |
| Headinvest, LLC | 298 | $247.3K | 0.05% | −24−7.5% | Reduced |
| Kercheville Advisors, LLC | 284 | $246.3K | 0.15% | +284 | New |
| Waters Parkerson & Co., LLC | 284 | $246.0K | 0.01% | +284 | New |
| Hendershot Investments Inc. | 283 | $245.5K | 0.04% | +283 | New |
| WNY Asset Management, LLC | 283 | $245.5K | 0.05% | +283 | New |
| Old Mission Investment Co LLC | 282 | $245.0K | 0.09% | +282 | New |
| Trifecta Capital Advisors, LLC | 282 | $244.6K | 0.08% | −40−12.4% | Reduced |
| M. Kraus & Co | 282 | $244.6K | 0.08% | +282 | New |
| ERn Financial, LLC | 282 | $244.3K | 0.05% | +282 | New |
| King Wealth | 282 | $244.0K | 0.05% | +282 | New |
| Harbor Advisory Corp | 281 | $243.7K | 0.09% | +281 | New |
| One Day In July LLC | 281 | $243.7K | 0.04% | +281 | New |
| McElhenny Sheffield Capital Management, LLC | 275 | $243.1K | 0.10% | +275 | New |
| M Holdings Securities, Inc. | 280 | $243.0K | 0.05% | −1,211−81.2% | Reduced |
| Beta Wealth Group, Inc. | 280 | $242.9K | 0.14% | −73−20.7% | Reduced |
| 1776 Wealth LLC | 280 | $242.9K | 0.13% | +280 | New |
| Baron Silver Stevens Financial Advisors, LLC | 280 | $242.9K | 0.05% | +280 | New |
| Pine Haven Investment Counsel, Inc | 279 | $242.0K | 0.24% | +279 | New |
| Ewa, LLC | 278 | $241.5K | 0.17% | +278 | New |
| Clarity Financial LLC | 278 | $241.1K | 0.04% | +278 | New |
| TCI Wealth Advisors, Inc. | 278 | $240.7K | 0.03% | +13+4.9% | Added |
| Cahill Financial Advisors Inc | 277 | $240.7K | 0.04% | +277 | New |
| FLC Capital Advisors | 277 | $240.3K | 0.07% | +277 | New |
| One Charles Private Wealth Services, LLC | 277 | $240.3K | 0.14% | +277 | New |
| Spouting Rock Asset Management, LLC | 276 | $239.4K | 0.09% | −300−52.1% | Reduced |
| Lincoln Capital Corp | 276 | $239.4K | 0.12% | −77−21.8% | Reduced |
| Bogart Wealth, LLC | 276 | $239.4K | 0.02% | +30+12.2% | Added |
| Archetype Wealth Partners | 276 | $239.0K | 0.05% | +276 | New |
| Gateway Advisory, LLC | 275 | $238.5K | 0.05% | +275 | New |
| WSFS Capital Management, LLC | 275 | $238.5K | 0.02% | +275 | New |
| Kohmann Bosshard Financial Services, LLC | 275 | $238.4K | 0.04% | +275 | New |
| NBT Bank N A | 274 | $237.7K | 0.03% | −53−16.2% | Reduced |
| Cornercap Investment Counsel Inc | 273 | $236.8K | 0.04% | +273 | New |
| Beacon Capital Management, LLC | 272 | $235.9K | 0.06% | +27+11.0% | Added |
| Sheets Smith Wealth Management | 272 | $235.9K | 0.03% | +272 | New |
| Capstone Triton Financial Group, LLC | 272 | $235.9K | 0.16% | +272 | New |
| Vantage Consulting Group Inc | 271 | $235.1K | 0.14% | −99−26.8% | Reduced |
| Syntax Advisors, LLC | 271 | $235.1K | 0.19% | −99−26.8% | Reduced |
| Yoder Wealth Management, Inc. | 270 | $234.2K | 0.18% | −53−16.4% | Reduced |
| Fort Sheridan Advisors LLC | 270 | $234.2K | 0.05% | +270 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 270 | $234.0K | 0.09% | +270 | New |
| Cubic Asset Management, LLC | 269 | $233.3K | 0.06% | +269 | New |
| Bedel Financial Consulting, Inc. | 269 | $233.3K | 0.05% | +269 | New |
| Lee Danner & Bass Inc | 269 | $233.0K | 0.02% | +269 | New |
| Means Investment Co., Inc. | 268 | $232.2K | 0.04% | +268 | New |
| GHP Investment Advisors, Inc. | 279 | $231.5K | 0.01% | −25−8.2% | Reduced |
| Stonebridge Capital Advisors LLC | 266 | $230.7K | 0.02% | +70+35.7% | Added |
| Element Pointe Advisors, LLC | 266 | $230.7K | 0.07% | +266 | New |
| Wambolt & Associates, LLC | 265 | $229.9K | 0.08% | +265 | New |
| One Capital Management, LLC | 264 | $229.0K | 0.01% | +264 | New |
| Alpha DNA Investment Management LLC | 264 | $229.0K | 0.13% | +264 | New |
| Plan Group Financial, LLC | 259 | $228.7K | 0.19% | +259 | New |
| Auxano Advisors, LLC | 351 | $225.3K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 260 | $225.3K | 0.17% | −55−17.5% | Reduced |
| Insight Wealth Partners, LLC | 259 | $224.7K | 0.19% | +259 | New |
| Old North State Trust, LLC | 257 | $223.0K | 0.16% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 255 | $221.2K | 0.16% | +255 | New |
| Consilio Wealth Advisors, LLC | 253 | $219.6K | 0.12% | +253 | New |
| Kingdom Financial Group LLC. | 253 | $219.1K | 0.21% | +253 | New |
| Bordeaux Wealth Advisors LLC | 252 | $218.6K | 0.09% | +252 | New |
| First National Bank Sioux Falls | 252 | $218.6K | 0.14% | +252 | New |
| Northstar Group, Inc. | 252 | $218.6K | 0.05% | +252 | New |
| Curi Capital | 252 | $218.5K | 0.03% | +252 | New |
| WMS Partners, LLC | 251 | $217.7K | 0.02% | +251 | New |
| Satovsky Asset Management LLC | 250 | $216.9K | 0.07% | +250 | New |
| Barry Investment Advisors, LLC | 249 | $216.4K | 0.07% | +249 | New |
| S&CO Inc | 250 | $216.0K | 0.02% | +250 | New |
| McAdam, LLC | 249 | $215.8K | 0.02% | +249 | New |
| Winthrop Advisory Group LLC | 247 | $214.9K | 0.03% | +247 | New |
| Rollins Financial | 247 | $214.6K | 0.06% | −145−37.0% | Reduced |
| Oxler Private Wealth LLC | 247 | $214.4K | 0.10% | +247 | New |
| Amplius Wealth Advisors, LLC | 247 | $214.3K | 0.03% | +247 | New |
| Cherrydale Wealth Management, LLC | 247 | $213.9K | 0.15% | +247 | New |
| Ahl Investment Management, Inc. | 246 | $213.4K | 0.19% | +246 | New |
| KB Financial Partners, LLC | 246 | $213.0K | 0.06% | +14+6.0% | Added |
| Meridian Wealth Partners, LLC | 245 | $212.5K | 0.04% | +245 | New |
| Family Firm, Inc. | 244 | $212.0K | 0.06% | +244 | New |
| Plancorp, LLC | 244 | $211.7K | 0.01% | +244 | New |
| Mach-1 Financial Group, Inc. | 244 | $211.7K | 0.08% | +244 | New |
| Family Asset Management, LLC | 244 | $211.6K | 0.14% | −248−50.4% | Reduced |
| McMahon Financial Advisors, LLC | 243 | $210.8K | 0.07% | +243 | New |
| Carmel Capital Partners, LLC | 243 | $210.8K | 0.11% | −244−50.1% | Reduced |
| Ellis Investment Partners, LLC | 242 | $210.2K | 0.05% | +242 | New |
| Brown, Lisle/Cummings, Inc. | 242 | $209.9K | 0.09% | +37+18.0% | Added |
| Cassaday & Co Wealth Management LLC | 242 | $209.8K | 0.01% | +242 | New |
| Peterson Wealth Advisors, LLC | 239 | $209.3K | 0.06% | +239 | New |
| Eldridge Investment Advisors, Inc. | 241 | $209.0K | 0.07% | +241 | New |
| Arthur M. Cohen & Associates, LLC | 240 | $208.2K | 0.05% | +240 | New |
| Gries Financial LLC | 240 | $208.2K | 0.06% | +240 | New |
| Claret Asset Management Corp | 238 | $207.0K | 0.04% | −79−24.9% | Reduced |
| Coastal Bridge Advisors, LLC | 238 | $206.4K | 0.05% | +238 | New |
| Callan Family Office, LLC | 238 | $206.4K | 0.05% | +238 | New |
| SC&H Financial Advisors, Inc. | 238 | $206.0K | 0.07% | +238 | New |
| Granite Harbor Advisors, Inc. | 237 | $205.6K | 0.16% | +237 | New |
| Northstar Asset Management LLC | 235 | $203.8K | 0.06% | +235 | New |
| Wealth Management Partners, LLC | 235 | $203.8K | 0.13% | +235 | New |
| MGO Private Wealth, LLC | 234 | $203.0K | 0.15% | +234 | New |
| Merriman Wealth Management, LLC | 233 | $202.1K | 0.01% | +233 | New |
| Lockerman Financial Group, Inc. | 233 | $202.1K | 0.56% | +233 | New |
