| WJ Wealth Management, LLC | 546 | $278.1K | 0.09% | +546 | New |
| KCM Investment Advisors LLC | 546 | $278.1K | 0.01% | +546 | New |
| Schwab Charitable Fund | 546 | $278.1K | 0.01% | +546 | New |
| Leavell Investment Management, Inc. | 539 | $274.5K | 0.01% | +539 | New |
| Atticus Wealth Management, LLC | 535 | $272.5K | 0.07% | +66+14.1% | Added |
| Hodges Capital Management Inc. | 535 | $272.5K | 0.03% | +535 | New |
| GK Wealth Management LLC | 533 | $271.5K | 0.27% | −40−7.0% | Reduced |
| Apollon Financial, LLC | 530 | $269.9K | 0.06% | +530 | New |
| AlphaStar Capital Management, LLC | 529 | $269.4K | 0.02% | +529 | New |
| Accel Wealth Management | 528 | $268.9K | 0.09% | +528 | New |
| Klingman & Associates, LLC | 527 | $268.4K | 0.01% | +527 | New |
| Stock Yards Bank & Trust Co | 526 | $267.9K | 0.01% | +526 | New |
| Trust Co of Virginia | 525 | $267.4K | 0.02% | +525 | New |
| Barlow Wealth Partners, Inc. | 538 | $266.9K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 522 | $265.9K | 0.02% | −54−9.4% | Reduced |
| Jacobsen Capital Management | 521 | $265.4K | 0.10% | +521 | New |
| Whelan Financial | 520 | $264.8K | 0.10% | −220−29.7% | Reduced |
| Oak Harvest Investment Services | 518 | $263.8K | 0.03% | −9,956−95.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 515 | $262.3K | 0.00% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 515 | $262.3K | 0.15% | +515 | New |
| Haven Private, LLC | 515 | $262.3K | 0.12% | +515 | New |
| Clifford Swan Investment Counsel LLC | 512 | $260.8K | 0.01% | +512 | New |
| TFB Advisors LLC | 512 | $260.8K | 0.07% | +512 | New |
| Fielder Capital Group LLC | 512 | $260.8K | 0.07% | +512 | New |
| Legacy Wealth Management, LLC | 511 | $260.3K | 0.08% | −292−36.4% | Reduced |
| Maia Wealth LLC | 510 | $259.7K | 0.05% | +510 | New |
| Rockland Trust Co | 509 | $259.2K | 0.01% | +509 | New |
| Perpetual Ltd | 508 | $258.7K | 0.00% | +508 | New |
| ProVise Management Group, LLC | 503 | $256.2K | 0.02% | +503 | New |
| Voleon Capital Management LP | 503 | $256.2K | 0.01% | +503 | New |
| Baker Avenue Asset Management, LP | 501 | $255.2K | 0.01% | −290−36.7% | Reduced |
| Holderness Investments Co | 501 | $255.2K | 0.05% | +501 | New |
| Wellington Shields Capital Management, LLC | 500 | $254.7K | 0.04% | +100+25.0% | Added |
| Fca Corp | 500 | $254.7K | 0.08% | +500 | New |
| First American Bank | 500 | $254.7K | 0.02% | +500 | New |
| LBMC Investment Advisors, LLC | 500 | $254.7K | 0.02% | +500 | New |
| LVZ Advisors, Inc. | 500 | $254.7K | 0.03% | +500 | New |
| VGI Partners Ltd | 500 | $254.7K | 0.02% | +500 | New |
| PKS Advisory Services, LLC | 500 | $254.7K | 0.06% | +500 | New |
| Narus Financial Partners, LLC | 500 | $254.7K | 0.08% | +500 | New |
| Aries Wealth Management | 500 | $254.7K | 0.07% | +500 | New |
| APCM Wealth Management for Individuals | 500 | $254.7K | 0.04% | +500 | New |
| Financial Advisory Partners, LLC | 500 | $254.7K | 0.08% | +500 | New |
| Mesirow Financial Investment Management, Inc. | 498 | $253.6K | 0.00% | +498 | New |
| Evolution Wealth Advisors, LLC | 498 | $253.6K | 0.04% | +498 | New |
| Atlanta Consulting Group Advisors, LLC | 496 | $252.6K | 0.07% | +496 | New |
| Sagace Wealth Management LLC | 496 | $252.6K | 0.19% | +496 | New |
| Simmons Bank | 495 | $252.1K | 0.02% | +495 | New |
| Seven Springs Wealth Group, LLC | 495 | $252.1K | 0.06% | +495 | New |
| Keystone Wealth Services, LLC | 495 | $252.1K | 0.06% | +495 | New |
| Westfuller Advisors, LLC | 494 | $251.8K | 0.14% | +494 | New |
| Scott Marsh Financial, LLC | 494 | $251.6K | 0.09% | +494 | New |
| Mattern Wealth Management LLC | 494 | $251.6K | 0.05% | +494 | New |
| Silicon Valley Capital Partners | 494 | $251.4K | 0.03% | −298−37.6% | Reduced |
| Elefante Mark B | 491 | $250.1K | 0.19% | +491 | New |
| PAX Financial Group, LLC | 491 | $250.1K | 0.05% | +491 | New |
| Conway Capital Management, Inc. | 490 | $249.6K | 0.11% | +490 | New |
| Modern Wealth Management, LLC | 489 | $249.1K | 0.01% | +489 | New |
| Birchcreek Wealth Management, LLC | 488 | $248.5K | 0.14% | +488 | New |
| Victory Financial Group, LLC | 488 | $248.5K | 0.04% | +488 | New |
| Tactive Advisors, LLC | 484 | $246.5K | 0.08% | +484 | New |
| Triton Wealth Management, PLLC | 533 | $246.3K | 0.11% | +533 | New |
| Boothbay Fund Management, LLC | 483 | $246.0K | 0.01% | −118−19.6% | Reduced |
| Sunbeam Capital Management, LLC | 483 | $246.0K | 0.19% | +483 | New |
| Embree Financial Group | 480 | $244.5K | 0.04% | −229−32.3% | Reduced |
| SkyOak Wealth, LLC | 479 | $244.0K | 0.05% | +479 | New |
| PFW Advisors LLC | 479 | $244.0K | 0.08% | +479 | New |
| Aristeia Capital LLC | 478 | $243.4K | 0.01% | −705−59.6% | Reduced |
| Traveka Wealth, LLC | 475 | $242.1K | 0.13% | +475 | New |
| Liberty Square Wealth Partners LLC | 475 | $241.9K | 0.08% | +475 | New |
| Raleigh Capital Management Inc. | 475 | $241.7K | 0.10% | +474+47,400.0% | Added |
| Relyea Zuckerberg Hanson LLC | 474 | $241.4K | 0.03% | +474 | New |
| Kickstand Ventures, LLC. | 474 | $241.4K | 0.06% | +474 | New |
| HCR Wealth Advisors | 472 | $240.4K | 0.03% | +472 | New |
| One River Asset Management, LLC | 481 | $240.2K | 0.94% | +481 | New |
| Financial Advisory Service, Inc. | 471 | $239.9K | 0.02% | +471 | New |
| Wealth Alliance | 470 | $239.4K | 0.03% | +470 | New |
| Maripau Wealth Management LLC | 470 | $239.4K | 0.12% | +470 | New |
| Hamilton Point Investment Advisors, LLC | 469 | $238.7K | 0.04% | +469 | New |
| Welch Group, LLC | 468 | $238.4K | 0.01% | +468 | New |
| PVG Asset Management Corp | 468 | $238.4K | 0.81% | +468 | New |
| Hudock, Inc. | 468 | $238.4K | 0.04% | +468 | New |
| Blue Capital, Inc. | 468 | $238.4K | 0.17% | +468 | New |
| Caliber Wealth Management, LLC | 468 | $238.4K | 0.03% | +468 | New |
| Paradigm Financial Partners, LLC | 467 | $237.8K | 0.03% | +467 | New |
| Archer Investment Corp | 466 | $237.3K | 0.06% | −1−0.2% | Reduced |
| SageView Advisory Group, LLC | 502 | $237.1K | 0.01% | +502 | New |
| NorthStar Asset Management LLC | 464 | $236.3K | 0.12% | +464 | New |
| Massar Capital Management, LP | 464 | $236.3K | 0.18% | +464 | New |
| Naples Global Advisors, LLC | 463 | $235.8K | 0.02% | +463 | New |
| Brandywine Oak Private Wealth LLC | 463 | $235.8K | 0.02% | +463 | New |
| Winthrop Advisory Group LLC | 461 | $234.8K | 0.02% | +461 | New |
| Edgemoor Investment Advisors, Inc. | 460 | $234.3K | 0.02% | +460 | New |
| Fedenia Advisers LLC | 460 | $234.3K | 0.11% | +460 | New |
| BCS Wealth Management | 458 | $233.0K | 0.05% | +458 | New |
| Fortis Capital Management LLC | 456 | $232.2K | 0.04% | +456 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 456 | $232.2K | 0.08% | +456 | New |
| Post Resch Tallon Group Inc. | 454 | $231.2K | 0.22% | +454 | New |
| Kathmere Capital Management, LLC | 453 | $230.7K | 0.02% | +453 | New |
| Vivaldi Capital Management, LLC | 450 | $229.2K | 0.03% | +450 | New |