| Pure Financial Advisors, Inc. | 543 | $260.9K | 0.00% | −51−8.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 549 | $263.8K | 0.02% | −24−4.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 549 | $263.8K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 550 | $264.3K | 0.00% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 550 | $264.3K | 0.12% | +550 | New |
| Topsail Wealth Management, LLC | 550 | $264.9K | 0.04% | 00.0% | Unchanged |
| Peak Wealth Management LLC | 552 | $265.3K | 0.22% | +552 | New |
| Beese Fulmer Investment Management, Inc. | 552 | $265.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 555 | $267.0K | 0.04% | −30−5.1% | Reduced |
| Inspire Advisors, LLC | 557 | $267.9K | 0.02% | +4+0.7% | Added |
| Commonwealth Financial Services, LLC | 560 | $268.9K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 560 | $269.1K | 0.05% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 545 | $269.5K | 0.11% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 562 | $270.1K | 0.10% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 562 | $270.1K | 0.06% | +10+1.8% | Added |
| Tull Financial Group, Inc. | 563 | $270.3K | 0.12% | +1+0.2% | Added |
| Maltin Wealth Management, Inc. | 564 | $271.0K | 0.11% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 565 | $271.5K | 0.07% | +565 | New |
| Fairvoy Private Wealth, LLC | 566 | $271.9K | 0.06% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 566 | $272.0K | 0.07% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 566 | $272.0K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 566 | $272.0K | 0.03% | +566 | New |
| Centennial Wealth Advisory LLC | 566 | $272.1K | 0.07% | +59+11.6% | Added |
| Key Financial Inc | 567 | $272.5K | 0.05% | −95−14.4% | Reduced |
| Liberty Wealth Management LLC | 570 | $273.8K | 0.04% | +1+0.2% | Added |
| Revolve Wealth Partners, LLC | 570 | $273.8K | 0.03% | +2+0.4% | Added |
| Sax Wealth Advisors, LLC | 571 | $274.6K | 0.01% | +10+1.8% | Added |
| Dakota Wealth Management | 574 | $275.8K | 0.00% | +574 | New |
| Independent Advisor Alliance | 575 | $276.1K | 0.01% | −27−4.5% | Reduced |
| Meridian Financial, LLC | 575 | $276.3K | 0.15% | 00.0% | Unchanged |
| PVG Asset Management Corp | 576 | $276.8K | 0.59% | +576 | New |
| Strategic Family Wealth Counselors, L.L.C. | 575 | $278.9K | 0.06% | −294−33.8% | Reduced |
| City Holding Co | 584 | $280.7K | 0.03% | +9+1.6% | Added |
| Stonebridge Capital Advisors LLC | 585 | $281.1K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 569 | $281.4K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 585 | $281.7K | 0.00% | −25−4.1% | Reduced |
| JBR Co Financial Management Inc | 589 | $283.1K | 0.12% | +69+13.3% | Added |
| Colonial Trust Co | 590 | $283.5K | 0.04% | 00.0% | Unchanged |
| Sjbenen Advisory, LLC | 590 | $283.5K | 0.29% | +590 | New |
| Summit Trail Advisors, LLC | 590 | $284.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 592 | $284.5K | 0.18% | −73−11.0% | Reduced |
| San Luis Wealth Advisors LLC | 592 | $284.7K | 0.05% | +45+8.2% | Added |
| PDS Planning, Inc | 593 | $285.2K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 594 | $285.5K | 0.03% | −30−4.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 595 | $285.7K | 0.26% | −1−0.2% | Reduced |
| ADG Wealth Management Group, LLC | 596 | $286.3K | 0.22% | +3+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 596 | $286.4K | 0.01% | −11−1.8% | Reduced |
| Harbor Group, Inc. | 599 | $287.8K | 0.04% | +3+0.5% | Added |
| Signet Private Wealth LLC | 599 | $287.9K | 0.28% | +599 | New |
| Heritage Wealth Advisors | 600 | $288.3K | 0.01% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 600 | $288.3K | 0.13% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 600 | $288.3K | 0.23% | +600 | New |
| Strategic Wealth Partners, Ltd. | 601 | $288.8K | 0.02% | −66−9.9% | Reduced |
| Biltmore Family Office, LLC | 600 | $289.0K | 0.04% | 00.0% | Unchanged |
| Selby Wealth Management, LLC | 608 | $292.0K | 0.12% | +608 | New |
| SOA Wealth Advisors, LLC. | 608 | $292.2K | 0.05% | 00.0% | Unchanged |
| Stephen J. Garry & Associates, LLC | 608 | $292.2K | 0.23% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 609 | $292.7K | 0.01% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 597 | $293.6K | 0.07% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 611 | $293.6K | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 612 | $293.9K | 0.01% | −6−1.0% | Reduced |
| Excalibur Management Corp | 612 | $294.1K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 612 | $294.6K | 0.20% | +3+0.5% | Added |
| Wingate Wealth Advisors, Inc. | 614 | $294.9K | 0.16% | +2+0.3% | Added |
| Financial Management Professionals, Inc. | 614 | $295.7K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 618 | $297.3K | 0.12% | +2+0.3% | Added |
| Harbour Trust & Investment Management Co | 620 | $298.0K | 0.03% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 625 | $300.4K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 628 | $301.8K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 629 | $302.3K | 0.02% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 629 | $302.3K | 0.07% | +629 | New |
| Black Diamond Financial, LLC | 632 | $303.7K | 0.03% | +3+0.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 634 | $304.7K | 0.06% | −75−10.6% | Reduced |
| Prostatis Group LLC | 634 | $304.7K | 0.07% | −259−29.0% | Reduced |
| BNC Wealth Management, LLC | 634 | $304.9K | 0.08% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 633 | $305.1K | 0.24% | −3−0.5% | Reduced |
| Nadler Financial Group, Inc. | 636 | $305.6K | 0.03% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 637 | $306.1K | 0.03% | +98+18.2% | Added |
| Washington Trust Advisors, Inc. | 637 | $306.2K | 0.02% | +3+0.5% | Added |
| GW&K Investment Management, LLC | 639 | $307.0K | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 640 | $307.6K | 0.05% | +640 | New |
| NorthRock Partners, LLC | 640 | $307.9K | 0.01% | −437−40.6% | Reduced |
| Main Street Research LLC | 640 | $308.2K | 0.02% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 642 | $308.5K | 0.09% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 645 | $309.8K | 0.10% | −15−2.3% | Reduced |
| My Purposeful Wealth Corp. | 645 | $310.2K | 0.08% | +12+1.9% | Added |
| Kavar Capital Partners Group, LLC | 646 | $310.4K | 0.04% | −75−10.4% | Reduced |
| One Charles Private Wealth Services, LLC | 646 | $310.4K | 0.08% | +646 | New |
| First Citizens Bank & Trust Co | 650 | $312.4K | 0.01% | −13−2.0% | Reduced |
| Councilmark Asset Management, LLC | 650 | $312.4K | 0.17% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $312.4K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 650 | $312.4K | 0.02% | +1+0.2% | Added |
| Vigilare Wealth Management | 653 | $313.7K | 0.11% | +1+0.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 653 | $313.8K | 0.10% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 654 | $314.1K | 0.08% | +1+0.2% | Added |
| Curat Global, LLC | 654 | $314.3K | 0.35% | 00.0% | Unchanged |
| Smith, Salley & Associates | 655 | $314.6K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 658 | $316.2K | 0.08% | 00.0% | Unchanged |
| Weil Company, Inc. | 666 | $320.1K | 0.07% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 667 | $320.5K | 0.06% | +667 | New |