| HM Payson & Co | 685 | $348.9K | 0.01% | −79−10.3% | Reduced |
| Westmount Partners, LLC | 683 | $347.9K | 0.10% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 682 | $347.2K | 0.12% | −79−10.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 677 | $347.0K | 0.14% | +15+2.3% | Added |
| William Howard & Co Financial Advisors Inc | 680 | $346.3K | 0.30% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 678 | $345.3K | 0.07% | −50−6.9% | Reduced |
| Roberts Glore & Co Inc | 677 | $344.8K | 0.10% | −18−2.6% | Reduced |
| Loudon Investment Management, LLC | 675 | $343.8K | 0.19% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 672 | $342.3K | 0.29% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 671 | $341.7K | 0.14% | +671 | New |
| Essex Financial Services, Inc. | 666 | $339.2K | 0.02% | −24−3.5% | Reduced |
| Cypress Wealth Services, LLC | 666 | $339.2K | 0.06% | +25+3.9% | Added |
| FMB Wealth Management | 665 | $338.7K | 0.16% | +9+1.4% | Added |
| Saxony Capital Management, LLC | 664 | $338.2K | 0.26% | −3−0.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 661 | $336.7K | 0.09% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 656 | $334.1K | 0.07% | +40+6.5% | Added |
| First Financial Group Corp | 654 | $333.1K | 0.33% | +10+1.6% | Added |
| Van Cleef Asset Management,Inc | 652 | $332.2K | 0.04% | −98−13.1% | Reduced |
| Wall Street Financial Group, Inc. | 651 | $331.6K | 0.30% | +651 | New |
| Blue Rock Wealth Management LLC | 650 | $331.1K | 0.23% | 00.0% | Unchanged |
| Hoey Investments, Inc | 650 | $331.1K | 0.05% | +400+160.0% | Added |
| Heritage Investors Management Corp | 649 | $331.0K | 0.01% | −210−24.4% | Reduced |
| Choate Investment Advisors | 648 | $330.2K | 0.01% | −25−3.7% | Reduced |
| Sivia Capital Partners, LLC | 648 | $330.0K | 0.11% | −5−0.8% | Reduced |
| Coastal Bridge Advisors, LLC | 648 | $329.9K | 0.03% | +648 | New |
| Stonekeep Investments, LLC | 645 | $328.6K | 0.22% | +10+1.6% | Added |
| Boston Private Wealth LLC | 644 | $328.1K | 0.02% | −2,667−80.5% | Reduced |
| Childress Capital Advisors, LLC | 644 | $327.8K | 0.08% | +644 | New |
| Fiduciary Planning LLC | 643 | $327.5K | 0.11% | +17+2.7% | Added |
| Principal Street Partners, LLC | 642 | $327.0K | 0.03% | +642 | New |
| Gryphon Financial Partners LLC | 641 | $326.4K | 0.04% | +641 | New |
| Fulton Breakefield Broenniman LLC | 640 | $326.0K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 639 | $325.4K | 0.04% | +69+12.1% | Added |
| Novare Capital Management LLC | 637 | $324.4K | 0.03% | +637 | New |
| Glass Jacobson Investment Advisors llc | 636 | $323.9K | 0.12% | −75−10.5% | Reduced |
| Total Wealth Planning & Management, Inc. | 634 | $322.9K | 0.28% | −142−18.3% | Reduced |
| Jeppson Wealth Management, LLC | 634 | $322.9K | 0.11% | +5+0.8% | Added |
| LPWM LLC | 633 | $322.4K | 0.09% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 630 | $320.9K | 0.18% | +25+4.1% | Added |
| Sapient Capital LLC | 630 | $320.9K | 0.01% | +51+8.8% | Added |
| Checchi Capital Advisers, LLC | 629 | $320.4K | 0.02% | +53+9.2% | Added |
| Integras Partners LLC | 625 | $318.3K | 0.32% | +1+0.2% | Added |
| Pitcairn Co | 624 | $317.8K | 0.02% | +52+9.1% | Added |
| David Loasby | 711 | $317.6K | 0.03% | −233−24.7% | Reduced |
| Clark Asset Management, LLC | 622 | $316.8K | 0.04% | +622 | New |
| Values First Advisors, Inc. | 622 | $316.5K | 0.17% | −7−1.1% | Reduced |
| Brand Asset Management Group, Inc. | 618 | $314.5K | 0.12% | +1+0.2% | Added |
| Firethorn Wealth Partners, LLC | 617 | $314.2K | 0.14% | +10+1.6% | Added |
| Lake Hills Wealth Management, LLC | 616 | $313.7K | 0.18% | +616 | New |
| Goepper Burkhardt LLC | 615 | $313.2K | 0.12% | +615 | New |
| WT Wealth Management | 611 | $311.2K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 608 | $309.7K | 0.00% | −659−52.0% | Reduced |
| Versant Capital Management, Inc | 607 | $309.2K | 0.05% | −66−9.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 607 | $309.2K | 0.01% | +607 | New |
| Optas, LLC | 603 | $307.1K | 0.06% | +11+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 603 | $307.1K | 0.00% | +230+61.7% | Added |
| Onefund, LLC | 601 | $306.0K | 0.22% | +15+2.6% | Added |
| Northstar Asset Management LLC | 600 | $305.6K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 600 | $305.6K | 0.04% | +600 | New |
| Integrated Financial Solutions, Inc. | 350 | $305.6K | 0.26% | +350 | New |
| Roundview Capital LLC | 599 | $305.1K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 598 | $304.6K | 0.17% | +598 | New |
| Silver Oak Securities, Inc | 597 | $304.1K | 0.03% | −5−0.8% | Reduced |
| 1858 Wealth Management, LLC | 595 | $303.0K | 0.22% | 00.0% | Unchanged |
| IFG Advisors, LLC | 594 | $302.5K | 0.05% | +594 | New |
| Coppell Advisory Solutions LLC | 605 | $302.1K | 0.04% | −24−3.8% | Reduced |
| Csenge Advisory Group | 639 | $301.3K | 0.02% | +34+5.6% | Added |
| Valmark Advisers, Inc. | 589 | $300.0K | 0.00% | −81−12.1% | Reduced |
| First Citizens Bank & Trust Co | 589 | $300.0K | 0.01% | +589 | New |
| Trilogy Capital Inc. | 584 | $297.4K | 0.01% | −8−1.4% | Reduced |
| Granite Bay Wealth Management, LLC | 583 | $297.0K | 0.10% | +583 | New |
| Crescent Grove Advisors, LLC | 580 | $295.4K | 0.03% | −65−10.1% | Reduced |
| Northeast Financial Consultants Inc | 579 | $294.9K | 0.01% | −975−62.7% | Reduced |
| Austin Private Wealth, LLC | 578 | $294.4K | 0.02% | +578 | New |
| Aspiring Ventures, LLC | 577 | $293.9K | 0.13% | +14+2.5% | Added |
| Triad Wealth Partners, LLC | 577 | $293.9K | 0.06% | +577 | New |
| Ancora Advisors, LLC | 577 | $293.8K | 0.01% | −565−49.5% | Reduced |
| Talisman Wealth Advisors LLC | 576 | $293.4K | 0.27% | +576 | New |
| CFS Investment Advisory Services, LLC | 576 | $293.0K | 0.02% | +576 | New |
| First Financial Bankshares Inc | 575 | $292.9K | 0.01% | −290−33.5% | Reduced |
| StrongBox Wealth, LLC | 575 | $292.9K | 0.11% | −90−13.5% | Reduced |
| Sunflower Bank, N.A. | 575 | $292.9K | 0.07% | −26−4.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 574 | $292.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 573 | $291.8K | 0.01% | −184−24.3% | Reduced |
| Versor Investments LP | 570 | $290.3K | 0.05% | −4,829−89.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 565 | $287.8K | 0.04% | +565 | New |
| Legacy Financial Advisors, Inc. | 565 | $287.8K | 0.04% | +565 | New |
| Opes Wealth Management LLC | 565 | $287.6K | 0.05% | +565 | New |
| Ethos Financial Group, LLC | 564 | $287.3K | 0.02% | +564 | New |
| Total Clarity Wealth Management, Inc. | 560 | $285.2K | 0.08% | +560 | New |
| Menlo Advisors LLC | 561 | $285.0K | 0.15% | +561 | New |
| Hunter Associates Investment Management LLC | 560 | $284.0K | 0.04% | +560 | New |
| Betterment LLC | 558 | $284.0K | 0.00% | +558 | New |
| Chilton Investment Co LLC | 557 | $283.7K | 0.01% | −6,777−92.4% | Reduced |
| Sandbox Financial Partners, LLC | 552 | $281.2K | 0.09% | +552 | New |
| Yeomans Consulting Group, Inc. | 571 | $281.0K | 0.12% | +571 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 551 | $280.6K | 0.02% | +551 | New |
| YHB Investment Advisors, Inc. | 550 | $280.1K | 0.02% | −75−12.0% | Reduced |
| Tucker Asset Management LLC | 549 | $279.6K | 0.09% | +549 | New |
| Gibraltar Capital Management, Inc. | 547 | $278.6K | 0.05% | +547 | New |
