| Marshall Financial Group LLC | 650 | $245.0K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 644 | $242.7K | 0.05% | +30+4.9% | Added |
| Garrett Investment Advisors LLC | 644 | $242.7K | 0.03% | +644 | New |
| WealthPLAN Partners, LLC | 643 | $242.5K | 0.02% | +643 | New |
| Levy Wealth Management Group, LLC | 642 | $241.8K | 0.07% | −209−24.6% | Reduced |
| Diversified Trust Co | 641 | $241.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 641 | $241.5K | 0.06% | −11−1.7% | Reduced |
| Schrum Private Wealth Management LLC | 640 | $241.0K | 0.34% | +640 | New |
| NRI Wealth Management LC | 636 | $239.7K | 0.24% | +636 | New |
| Marmo Financial Group, LLC | 633 | $238.6K | 0.18% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 632 | $238.3K | 0.15% | +3+0.5% | Added |
| Tidemark, LLC | 628 | $236.7K | 0.15% | +628 | New |
| Two Sigma Securities, LLC | 627 | $236.3K | 0.01% | +627 | New |
| Dunhill Financial, LLC | 626 | $236.0K | 0.21% | +4+0.6% | Added |
| Blue Fin Capital, Inc. | 626 | $235.9K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 626 | $235.9K | 0.12% | 00.0% | Unchanged |
| National Philanthropic Trust | 625 | $235.5K | 0.01% | +625 | New |
| Guardian Capital Advisors LP | 625 | $235.5K | 0.02% | +625 | New |
| Crestwood Advisors Group LLC | 620 | $233.7K | 0.01% | +620 | New |
| Black Diamond Financial, LLC | 620 | $233.7K | 0.06% | +3+0.5% | Added |
| Everhart Financial Group, Inc. | 618 | $232.9K | 0.08% | +618 | New |
| Institutional & Family Asset Management, LLC | 618 | $232.7K | 0.04% | −48−7.2% | Reduced |
| First Personal Financial Services | 615 | $231.7K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 614 | $231.3K | 0.05% | +12+2.0% | Added |
| O'Rourke & Company, Inc | 614 | $231.0K | 0.15% | +614 | New |
| Secure Asset Management, LLC | 612 | $230.7K | 0.06% | +612 | New |
| Aurora Private Wealth, Inc. | 611 | $230.0K | 0.22% | −12−1.9% | Reduced |
| Marcum Wealth, LLC | 610 | $229.9K | 0.02% | +610 | New |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $229.8K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 609 | $229.5K | 0.01% | +609 | New |
| Front Row Advisors LLC | 605 | $228.0K | 0.10% | −50−7.6% | Reduced |
| Trustco Bank Corp N Y | 605 | $228.0K | 0.25% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 605 | $228.0K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 602 | $226.9K | 0.00% | +602 | New |
| Powell Investment Advisors, LLC | 600 | $226.6K | 0.13% | −150−20.0% | Reduced |
| Biltmore Family Office, LLC | 600 | $226.6K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 601 | $226.5K | 0.01% | −28−4.5% | Reduced |
| Gibson Capital, LLC | 600 | $226.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 600 | $226.1K | 0.12% | +600 | New |
| Beacon Investment Advisors LLC | 599 | $225.8K | 0.14% | +599 | New |
| SOA Wealth Advisors, LLC. | 597 | $225.0K | 0.05% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 597 | $224.9K | 0.08% | +597 | New |
| Callan Capital, LLC | 596 | $224.6K | 0.02% | −79−11.7% | Reduced |
| PDS Planning, Inc | 595 | $224.4K | 0.03% | +595 | New |
| Harbor Group, Inc. | 595 | $224.2K | 0.06% | +595 | New |
| Aldebaran Financial Inc. | 591 | $222.7K | 0.34% | −15−2.5% | Reduced |
| Pegasus Partners Ltd. | 590 | $222.4K | 0.03% | +590 | New |
| Colonial Trust Co | 590 | $222.4K | 0.05% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 588 | $221.7K | 0.04% | +588 | New |
| Elite Life Management LLC | 588 | $221.6K | 1.33% | +588 | New |
| Retirement Planning Co of New England, Inc. | 587 | $221.2K | 0.10% | +587 | New |
| First United Bank Trust | 586 | $220.8K | 0.09% | −25−4.1% | Reduced |
| Carlson Capital Management | 585 | $220.5K | 0.01% | +585 | New |
| TrinityPoint Wealth, LLC | 585 | $220.5K | 0.04% | +585 | New |
| Laidlaw Wealth Management LLC | 581 | $219.1K | 0.08% | +581 | New |
| C2C Wealth Management, LLC | 578 | $217.9K | 0.18% | +578 | New |
| Main Street Financial Solutions, LLC | 578 | $217.8K | 0.03% | +578 | New |
| Meridian Financial, LLC | 575 | $216.7K | 0.17% | +575 | New |
| Moisand Fitzgerald Tamayo, LLC | 574 | $216.3K | 0.04% | +25+4.6% | Added |
| Mystic Asset Management, Inc. | 571 | $215.2K | 0.10% | +571 | New |
| Garden State Investment Advisory Services LLC | 569 | $214.3K | 0.09% | +569 | New |
| Nicholas Hoffman & Company, LLC. | 567 | $213.8K | 0.01% | +567 | New |
| Citizens National Bank Trust Department | 565 | $212.9K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 550 | $212.7K | 0.00% | +550 | New |
| Maltin Wealth Management, Inc. | 564 | $212.4K | 0.14% | +564 | New |
| MWA Asset Management | 563 | $212.2K | 0.18% | −58−9.3% | Reduced |
| Texas Yale Capital Corp. | 563 | $212.2K | 0.01% | +563 | New |
| Coastal Investment Advisors, Inc. | 562 | $211.9K | 0.05% | +562 | New |
| Activest Wealth Management | 558 | $210.5K | 0.12% | +1+0.2% | Added |
| Adamsbrown Wealth Consultants LLC | 557 | $209.8K | 0.09% | +557 | New |
| Slagle Financial, LLC | 1,110 | $209.5K | 0.12% | +1,110 | New |
| Accel Wealth Management | 555 | $209.3K | 0.11% | +555 | New |
| Nikulski Financial, Inc. | 552 | $208.0K | 0.08% | +552 | New |
| Partners in Financial Planning | 552 | $207.9K | 0.05% | +552 | New |
| Safeguard Investment Advisory Group, LLC | 545 | $205.4K | 0.08% | −220−28.8% | Reduced |
| Oakworth Capital, Inc. | 544 | $205.0K | 0.02% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 544 | $205.0K | 0.04% | +544 | New |
| Delta Financial Group, Inc. | 539 | $203.0K | 0.06% | +539 | New |
| Commonwealth Retirement Investments LLC | 538 | $202.8K | 0.11% | +538 | New |
| Ritholtz Wealth Management | 537 | $202.3K | 0.01% | +537 | New |
| Sandy Cove Advisors, LLC | 533 | $200.9K | 0.10% | +533 | New |
| Boyd Watterson Asset Management LLC | 533 | $200.9K | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 525 | $197.9K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 517 | $194.7K | 0.45% | +517 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 515 | $194.1K | 0.00% | −7−1.3% | Reduced |
| POM Investment Strategies, LLC | 496 | $186.9K | 0.17% | +496 | New |
| Zions Bancorporation, N.A. | 493 | $185.8K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 491 | $185.0K | 0.22% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 490 | $184.7K | 0.09% | +230+88.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 479 | $180.5K | 0.05% | +479 | New |
| Center for Financial Planning, Inc. | 473 | $178.3K | 0.03% | +100+26.8% | Added |
| Glass Jacobson Investment Advisors llc | 465 | $175.2K | 0.07% | −135−22.5% | Reduced |
| BlackRock Inc. | 450 | $169.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 425 | $160.2K | 0.05% | −599−58.5% | Reduced |
| Indiana Trust & Investment Management CO | 421 | $158.7K | 0.07% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 417 | $157.2K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 410 | $154.4K | 0.08% | +45+12.3% | Added |
| Baystate Wealth Management LLC | 409 | $154.3K | 0.01% | +161+64.9% | Added |
| Fortitude Family Office, LLC | 408 | $153.9K | 0.11% | +408 | New |
| Ronald Blue Trust, Inc. | 458 | $153.0K | 0.00% | −467−50.5% | Reduced |
