| Wealth Quarterback LLC | 152 | $202.0K | 0.11% | +152 | New |
| Arrien Investments, Inc. | 153 | $202.8K | 0.16% | −32−17.3% | Reduced |
| Gables Capital Management Inc. | 153 | $202.8K | 0.11% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 153 | $202.8K | 0.02% | +153 | New |
| Tempus Wealth Planning, LLC | 153 | $202.8K | 0.09% | +153 | New |
| Aire Advisors, LLC | 154 | $204.1K | 0.05% | +154 | New |
| Hexagon Capital Partners LLC | 154 | $204.2K | 0.05% | +32+26.2% | Added |
| Amarillo National Bank | 155 | $205.4K | 0.04% | +155 | New |
| Farmers Trust Co | 155 | $205.4K | 0.04% | +155 | New |
| Madrona Financial Services, LLC | 155 | $205.4K | 0.07% | +155 | New |
| Northwest Wealth Management, LLC | 155 | $205.4K | 0.06% | +155 | New |
| Perennial Advisors, LLC | 155 | $205.4K | 0.05% | +155 | New |
| Future Financial Wealth Managment LLC | 155 | $205.6K | 0.16% | +155 | New |
| Evolution Wealth Advisors, LLC | 156 | $206.8K | 0.04% | +156 | New |
| D.B. Root & Company, LLC | 157 | $208.1K | 0.07% | +157 | New |
| SNS Financial Group, LLC | 157 | $208.1K | 0.02% | +157 | New |
| NCM Capital Management, LLC | 158 | $209.4K | 0.12% | +158 | New |
| Financial Advisors, LLC | 159 | $210.7K | 0.04% | +159 | New |
| Keystone Wealth Services, LLC | 159 | $210.8K | 0.07% | +159 | New |
| VitalStone Financial, LLC | 160 | $212.0K | 0.16% | +120+300.0% | Added |
| Shira Ridge Wealth Management | 160 | $212.1K | 0.12% | −20−11.1% | Reduced |
| Leeward Financial Partners, LLC | 160 | $212.1K | 0.09% | +160 | New |
| Oxford Wealth Group, LLC | 160 | $212.1K | 0.19% | +160 | New |
| Evernest Financial Advisors, LLC | 177 | $212.8K | 0.10% | +177 | New |
| Mosaic Family Wealth Partners, LLC | 161 | $213.4K | 0.04% | +161 | New |
| AlphaQ Advisors LLC | 161 | $213.4K | 0.13% | +161 | New |
| Maple Capital Management, Inc. | 162 | $214.7K | 0.02% | −43−21.0% | Reduced |
| Dividend Assets Capital, LLC | 162 | $215.0K | 0.05% | +6+3.8% | Added |
| Frisch Financial Group, Inc. | 163 | $216.0K | 0.07% | +163 | New |
| Vantage Consulting Group Inc | 163 | $216.0K | 0.14% | −59−26.6% | Reduced |
| Pioneer Trust Bank N A | 163 | $216.0K | 0.06% | +163 | New |
| Brookmont Capital Management | 164 | $218.0K | 0.11% | +164 | New |
| Heritage Wealth Partners, LLC | 195 | $218.0K | 0.44% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 165 | $218.8K | 0.10% | +165 | New |
| Armstrong Advisory Group, Inc | 197 | $219.9K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 166 | $220.0K | 0.01% | +17+11.4% | Added |
| WorthPointe, LLC | 166 | $220.4K | 0.11% | +166 | New |
| Annandale Capital, LLC | 167 | $221.0K | 0.05% | +167 | New |
| Wealth Group Ltd | 166 | $221.2K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $221.3K | 0.15% | −11−6.2% | Reduced |
| First United Bank Trust | 167 | $221.3K | 0.08% | 00.0% | Unchanged |
| Certified Advisory Corp | 168 | $222.2K | 0.03% | +168 | New |
| Mechanics Bank Trust Department | 168 | $222.7K | 0.03% | +168 | New |
| Tortoise Investment Management, LLC | 168 | $222.7K | 0.03% | +14+9.1% | Added |
| Gateway Wealth Partners, LLC | 168 | $223.0K | 0.08% | +168 | New |
| Claret Asset Management Corp | 168 | $223.0K | 0.04% | −26−13.4% | Reduced |
| Phillips Financial Management, LLC | 169 | $224.0K | 0.02% | +169 | New |
| Concentrum Wealth Management | 169 | $224.0K | 0.10% | +169 | New |
| Clark Asset Management, LLC | 169 | $224.0K | 0.07% | +169 | New |
| Dakota Community Bank & Trust NA | 170 | $225.3K | 1.22% | −27−13.7% | Reduced |
| Nicolet Bankshares Inc | 170 | $225.3K | 0.06% | +170 | New |
| Bluesphere Advisors, LLC | 170 | $225.3K | 0.12% | +170 | New |
| Ridgepath Capital Management LLC | 170 | $225.6K | 0.25% | −13−7.1% | Reduced |
| JBR Co Financial Management Inc | 171 | $226.6K | 0.18% | +171 | New |
| NorthStar Asset Management LLC | 171 | $226.7K | 0.17% | +171 | New |
| Derbend Asset Management | 172 | $227.6K | 0.11% | +172 | New |
| Heritage Wealth Advisors | 172 | $228.0K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 172 | $228.0K | 0.02% | +172 | New |
| Crestmont Private Wealth LLC | 172 | $228.0K | 0.11% | +172 | New |
| Heritage Investment Group, Inc. | 173 | $229.0K | 0.05% | +173 | New |
| Meridian Management Co | 173 | $229.3K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 173 | $229.6K | 0.03% | +173 | New |
| Calton & Associates, Inc. | 174 | $230.7K | 0.11% | −37−17.5% | Reduced |
| Old North State Trust, LLC | 174 | $231.0K | 0.20% | +174 | New |
| Parkside Investments, LLC | 174 | $231.2K | 0.04% | +174 | New |
| Mill Capital Management, LLC | 175 | $231.9K | 0.02% | −40−18.6% | Reduced |
| Capital Investment Services of America, Inc. | 175 | $231.9K | 0.02% | +175 | New |
| Inspirion Wealth Advisors, LLC | 175 | $231.9K | 0.04% | +175 | New |
| Portfolio Strategies, Inc. | 175 | $231.9K | 0.02% | +175 | New |
| Hardy Reed LLC | 175 | $231.9K | 0.03% | +175 | New |
| Tillman Hartley LLC | 175 | $231.9K | 0.08% | +175 | New |
| US Financial Advisors, LLC | 176 | $233.3K | 0.08% | +176 | New |
| Ellenbecker Investment Group | 176 | $234.3K | 0.05% | +176 | New |
| Tower Wealth Partners, Inc. | 177 | $234.6K | 0.15% | −128−42.0% | Reduced |
| Kingfisher Capital LLC | 177 | $235.0K | 0.06% | +177 | New |
| SP Asset Management LLC | 178 | $235.4K | 0.02% | +178 | New |
| Unionview, LLC | 178 | $235.9K | 0.20% | −14−7.3% | Reduced |
| Sentry LLC | 178 | $235.9K | 0.04% | +178 | New |
| Jackson, Grant Investment Advisers, Inc. | 178 | $236.1K | 0.10% | +69+63.3% | Added |
| Nottingham Advisors, Inc. | 179 | $237.2K | 0.03% | −185−50.8% | Reduced |
| Hemenway Trust Co LLC | 179 | $237.2K | 0.02% | −11−5.8% | Reduced |
| Capula Management Ltd | 179 | $237.2K | 0.01% | +170+1,888.9% | Added |
| Chatham Capital Group, Inc. | 179 | $237.2K | 0.04% | +179 | New |
| Sage Advisors, LLC | 179 | $237.2K | 0.21% | +179 | New |
| Embree Financial Group | 179 | $237.7K | 0.05% | −6−3.2% | Reduced |
| Waverton Investment Management Ltd | 180 | $238.4K | 0.00% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 180 | $238.6K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 180 | $238.6K | 0.08% | +180 | New |
| Cambridge Financial Group, LLC | 180 | $238.9K | 0.11% | −13−6.7% | Reduced |
| WoodTrust Financial Corp | 180 | $239.0K | 0.04% | −84−31.8% | Reduced |
| Summit Wealth Group, LLC | 180 | $239.0K | 0.16% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 181 | $239.9K | 0.03% | −352−66.0% | Reduced |
| Blue Fin Capital, Inc. | 181 | $239.9K | 0.05% | −1−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 182 | $241.2K | 0.29% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 182 | $241.2K | 0.17% | +182 | New |
| Midwest Financial Group LLC | 182 | $242.0K | 0.16% | +182 | New |
| Full Sail Capital, LLC | 183 | $242.6K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 184 | $243.9K | 0.02% | −43−18.9% | Reduced |
| BluePointe Capital Management, LLC | 184 | $243.9K | 0.17% | −13−6.6% | Reduced |
| Synergy Financial Management, LLC | 184 | $243.9K | 0.04% | +184 | New |
