| Spartan Planning & Wealth Management | 289 | $148.2K | 0.18% | +289 | New |
| Jones Financial Companies LLLP | 291 | $149.0K | 0.00% | +141+94.0% | Added |
| Mechanics Financial Corp | 312 | $160.0K | 0.10% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 317 | $162.0K | 0.05% | +317 | New |
| American National Bank | 317 | $163.0K | 0.03% | +106+50.2% | Added |
| JJJ Advisors Inc. | 346 | $165.1K | 0.05% | +51+17.3% | Added |
| KB Financial Partners, LLC | 324 | $166.0K | 0.06% | −69−17.6% | Reduced |
| DB Wealth Management Group, LLC | 327 | $167.7K | 0.11% | −38−10.4% | Reduced |
| Parkside Financial Bank & Trust | 330 | $169.3K | 0.05% | +17+5.4% | Added |
| Smithfield Trust Co | 331 | $170.0K | 0.01% | −28−7.8% | Reduced |
| Covestor Ltd | 337 | $173.0K | 0.14% | −53−13.6% | Reduced |
| MBM Wealth Consultants, LLC | 345 | $173.0K | 0.08% | +69+25.0% | Added |
| Farther Finance Advisors, LLC | 342 | $175.4K | 0.07% | +342 | New |
| Center for Financial Planning, Inc. | 349 | $179.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 354 | $182.0K | 0.05% | +118+50.0% | Added |
| MV Capital Management, Inc. | 362 | $185.7K | 0.03% | +7+2.0% | Added |
| Lindbrook Capital, LLC | 369 | $189.3K | 0.02% | +62+20.2% | Added |
| Byrne Asset Management LLC | 370 | $189.8K | 0.14% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $189.8K | 0.02% | +370 | New |
| Hartford Financial Management Inc. | 380 | $194.9K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 383 | $196.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 390 | $200.1K | 0.06% | +390 | New |
| IFG Advisory, LLC | 392 | $201.0K | 0.02% | +392 | New |
| McKinley Carter Wealth Services, Inc. | 393 | $201.6K | 0.02% | +393 | New |
| Blackston Financial Advisory Group, LLC | 394 | $202.0K | 0.15% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 393 | $202.0K | 0.23% | +393 | New |
| Monterey Private Wealth, Inc. | 397 | $203.6K | 0.11% | −57−12.6% | Reduced |
| Aspen Grove Capital, LLC | 398 | $204.2K | 0.09% | +398 | New |
| Wallington Asset Management, LLC | 400 | $205.0K | 0.04% | +400 | New |
| Equitable Trust Co | 400 | $205.2K | 0.02% | +400 | New |
| Wedgewood Investors Inc | 400 | $205.2K | 0.27% | +400 | New |
| Carlson Capital Management | 400 | $205.2K | 0.01% | +400 | New |
| Atlas Brown,Inc. | 401 | $205.7K | 0.10% | +401 | New |
| Appleton Partners Inc | 401 | $206.0K | 0.02% | +401 | New |
| Patton Fund Management, Inc. | 402 | $206.0K | 0.06% | +402 | New |
| Boston Financial Mangement LLC | 404 | $207.2K | 0.01% | +404 | New |
| Buckingham Capital Management, Inc. | 404 | $207.2K | 0.04% | +404 | New |
| Compass Financial Advisors LLC | 404 | $207.2K | 0.28% | +404 | New |
| Gould Asset Management LLC | 407 | $208.8K | 0.06% | +407 | New |
| Heritage Wealth Partners, LLC | 402 | $210.0K | 0.19% | +402 | New |
| Trust Co of Virginia | 411 | $210.8K | 0.02% | +411 | New |
| Washington Trust Co | 414 | $212.4K | 0.01% | −1−0.2% | Reduced |
| Archer Investment Corp | 414 | $212.5K | 0.08% | +100+31.8% | Added |
| Buckingham Strategic Partners | 414 | $212.7K | 0.02% | −369−47.1% | Reduced |
| Regal Investment Advisors LLC | 415 | $212.8K | 0.02% | +415 | New |
| Hutchens & Kramer Investment Management Group, LLC | 417 | $213.9K | 0.16% | +417 | New |
| Royal Capital Wealth Management, LLC | 417 | $214.0K | 0.23% | +417 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 419 | $215.0K | 0.03% | +419 | New |
| Ballast, Inc. | 421 | $216.0K | 0.09% | +421 | New |
| Catalyst Wealth Management, LLC | 422 | $216.5K | 0.20% | +422 | New |
| Commonwealth Retirement Investments LLC | 422 | $216.5K | 0.13% | +422 | New |
| Itau Unibanco Holding S.A. | 423 | $216.9K | 0.01% | −1,022−70.7% | Reduced |
| Bay Rivers Group | 423 | $217.0K | 0.22% | +423 | New |
| Sterling Manor Financial, LLC | 425 | $218.0K | 0.24% | +425 | New |
| Goelzer Investment Management, Inc. | 426 | $218.5K | 0.02% | +426 | New |
| Grimes & Company, Inc. | 428 | $219.5K | 0.01% | −63−12.8% | Reduced |
| Marks Group Wealth Management, Inc | 428 | $219.6K | 0.03% | +428 | New |
| Clarus Wealth Advisors | 467 | $219.8K | 0.14% | +467 | New |
| Marcum Wealth, LLC | 429 | $220.1K | 0.03% | +429 | New |
| Alpha Family Trust | 430 | $220.6K | 0.20% | +430 | New |
| Noesis Capital Mangement Corp | 431 | $221.0K | 0.06% | +431 | New |
| DT Investment Partners, LLC | 431 | $221.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 433 | $222.1K | 0.03% | +169+64.0% | Added |
| D'Orazio & Associates, Inc. | 434 | $222.6K | 0.05% | −21−4.6% | Reduced |
| Accretive Wealth Partners, LLC | 435 | $223.1K | 0.15% | −153−26.0% | Reduced |
| Intelligence Driven Advisers, LLC | 471 | $224.0K | 0.04% | −6−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 437 | $224.3K | 0.01% | −5−1.1% | Reduced |
| Advus Financial Partners, LLC | 438 | $224.7K | 0.10% | −136−23.7% | Reduced |
| Koss-Olinger Consulting, LLC | 438 | $225.0K | 0.03% | −257−37.0% | Reduced |
| Strategic Equity Management | 442 | $226.7K | 0.09% | −73−14.2% | Reduced |
| Bahl & Gaynor Inc | 442 | $226.7K | 0.00% | +442 | New |
| Gemmer Asset Management LLC | 442 | $226.7K | 0.04% | +442 | New |
| Triad Financial Advisors, Inc. | 442 | $226.8K | 0.10% | +442 | New |
| Avidian Wealth Solutions, LLC | 444 | $227.9K | 0.01% | +444 | New |
| Aurora Private Wealth, Inc. | 445 | $228.0K | 0.26% | −150−25.2% | Reduced |
| Aspen Investment Management Inc | 446 | $229.0K | 0.15% | −108−19.5% | Reduced |
| Addison Advisors LLC | 447 | $229.3K | 0.14% | +31+7.5% | Added |
| Flagship Harbor Advisors, LLC | 447 | $229.3K | 0.02% | +447 | New |
| Pecaut & Co. | 450 | $230.8K | 0.11% | 00.0% | Unchanged |
| Provence Wealth Management Group | 450 | $230.8K | 0.19% | +450 | New |
| Cantor Fitzgerald, L. P. | 450 | $231.0K | 0.00% | −5−1.1% | Reduced |
| Grove Bank & Trust | 451 | $231.0K | 0.05% | 00.0% | Unchanged |
| Trust Investment Advisors | 452 | $231.9K | 0.22% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 453 | $232.0K | 0.09% | +453 | New |
| Phillips Financial Management, LLC | 453 | $232.4K | 0.02% | +11+2.5% | Added |
| Heritage Financial Services, LLC | 455 | $233.4K | 0.06% | +13+2.9% | Added |
| Manchester Capital Management LLC | 457 | $234.4K | 0.03% | +11+2.5% | Added |
| Sage Rhino Capital LLC | 458 | $234.9K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 458 | $234.9K | 0.00% | +102+28.7% | Added |
| Hilltop Holdings Inc. | 461 | $236.5K | 0.03% | −2−0.4% | Reduced |
| Colonial Trust Co | 464 | $238.0K | 0.07% | +89+23.7% | Added |
| Forum Private Client Group LLC | 465 | $238.5K | 0.16% | −20−4.1% | Reduced |
| CVA Family Office, LLC | 465 | $238.5K | 0.06% | +10+2.2% | Added |
| Outlook Wealth Advisors, LLC | 465 | $238.6K | 0.11% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 470 | $241.0K | 0.03% | +25+5.6% | Added |
| Abacus Planning Group, Inc. | 473 | $242.6K | 0.07% | 00.0% | Unchanged |
| Ignite Planners, LLC | 493 | $242.8K | 0.10% | +493 | New |
| Journey Strategic Wealth LLC | 476 | $244.2K | 0.03% | +476 | New |
| WMS Partners, LLC | 477 | $244.5K | 0.02% | +1+0.2% | Added |
| Koshinski Asset Management, Inc. | 484 | $248.4K | 0.02% | +484 | New |
