| Intellectus Partners, LLC | 860 | $249.7K | 0.05% | −100−10.4% | Reduced |
| Enterprise Financial Services Corp | 860 | $248.4K | 0.13% | +860 | New |
| Silverlake Wealth Management LLC | 860 | $248.3K | 0.06% | +860 | New |
| Inscription Capital, LLC | 858 | $247.9K | 0.03% | +858 | New |
| Opal Capital LLC | 694 | $247.6K | 0.06% | +694 | New |
| SBI Securities Co., Ltd. | 857 | $247.6K | 0.01% | +9+1.1% | Added |
| Camden National Bank | 856 | $247.3K | 0.03% | −23−2.6% | Reduced |
| Paragon Capital Management Ltd | 855 | $247.1K | 0.05% | +5+0.6% | Added |
| Investors Asset Management of Georgia Inc | 854 | $246.6K | 0.10% | +1+0.1% | Added |
| Summit Wealth Group LLC | 852 | $246.1K | 0.03% | +852 | New |
| Flagship Harbor Advisors, LLC | 851 | $246.0K | 0.01% | −162−16.0% | Reduced |
| RD Lewis Holdings, Inc. | 695 | $245.6K | 0.21% | +695 | New |
| Everhart Financial Group, Inc. | 850 | $245.5K | 0.02% | +850 | New |
| Fukoku Mutual Life Insurance Co | 848 | $245.0K | 0.02% | −158−15.7% | Reduced |
| Alpha Financial Partners, LLC | 847 | $244.5K | 0.15% | +847 | New |
| CM Wealth Advisors LLC | 842 | $244.4K | 0.06% | +842 | New |
| Sage Capital Management, LLC | 842 | $243.6K | 0.11% | −250−22.9% | Reduced |
| Verity & Verity, LLC | 840 | $242.6K | 0.02% | +840 | New |
| Norden Group LLC | 839 | $242.2K | 0.02% | +839 | New |
| W Advisors, LLC | 838 | $241.9K | 0.12% | +838 | New |
| Calamos Wealth Management LLC | 837 | $241.8K | 0.01% | +837 | New |
| Brandywine Oak Private Wealth LLC | 837 | $241.8K | 0.02% | +837 | New |
| MLP3, LLC | 834 | $240.9K | 0.26% | +834 | New |
| Retirement Planning Co of New England, Inc. | 833 | $240.6K | 0.10% | +833 | New |
| Cornerstone Wealth Group, LLC | 832 | $240.5K | 0.02% | +832 | New |
| Alta Advisers Ltd | 832 | $240.3K | 0.09% | −200−19.4% | Reduced |
| First City Capital Management, Inc. | 832 | $240.3K | 0.13% | +832 | New |
| Rosenberg Matthew Hamilton | 831 | $240.0K | 0.05% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 830 | $239.8K | 0.11% | −200−19.4% | Reduced |
| Cannon Wealth Management Services, LLC | 830 | $239.8K | 0.17% | −122−12.8% | Reduced |
| Evanson Asset Management, LLC | 828 | $239.2K | 0.01% | +828 | New |
| New Republic Capital, LLC | 822 | $238.7K | 0.06% | +822 | New |
| Vista Private Wealth Partners. LLC | 1,048 | $238.2K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 823 | $237.7K | 0.04% | +448+119.5% | Added |
| Resources Management Corp | 817 | $236.0K | 0.03% | 00.0% | Unchanged |
| Diversified Management Inc | 816 | $235.7K | 0.06% | +816 | New |
| Marco Investment Management LLC | 816 | $235.7K | 0.02% | +816 | New |
| Peoples Bank | 815 | $235.4K | 0.24% | +815 | New |
| Altar Rock LLC | 810 | $235.2K | 0.28% | +810 | New |
| Patton Fund Management, Inc. | 812 | $234.6K | 0.03% | −228−21.9% | Reduced |
| Mendel Money Management | 811 | $234.3K | 0.10% | −615−43.1% | Reduced |
| Bragg Financial Advisors, Inc | 810 | $234.1K | 0.01% | −215−21.0% | Reduced |
| Palumbo Wealth Management LLC | 810 | $234.0K | 0.06% | +810 | New |
| Verdence Capital Advisors LLC | 809 | $233.6K | 0.01% | −15−1.8% | Reduced |
| Omnia Family Wealth, LLC | 803 | $233.1K | 0.07% | +803 | New |
| Symphony Financial, Ltd. Co. | 806 | $232.9K | 0.03% | +806 | New |
| Tudor Financial Inc. | 805 | $232.5K | 0.12% | +805 | New |
| Bellevue Asset Management, LLC | 804 | $232.5K | 0.11% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 804 | $232.2K | 0.00% | +804 | New |
| GSB Wealth Management, LLC | 803 | $232.0K | 0.05% | −288−26.4% | Reduced |
| Sunbelt Securities, Inc. | 802 | $231.8K | 0.02% | −95−10.6% | Reduced |
| Polymer Capital Management (US) LLC | 802 | $231.7K | 0.03% | −1,047−56.6% | Reduced |
| Heartwood Wealth Advisors LLC | 800 | $231.1K | 0.02% | −555−41.0% | Reduced |
| Avondale Wealth Management | 800 | $231.1K | 0.12% | +800 | New |
| CastleKnight Management LP | 800 | $231.1K | 0.01% | +800 | New |
| Indiana Trust & Investment Management CO | 796 | $229.9K | 0.07% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 796 | $229.9K | 0.02% | +796 | New |
| Welch Group, LLC | 793 | $229.1K | 0.01% | +793 | New |
| Arrowroot Family Office, LLC | 791 | $228.4K | 0.08% | +791 | New |
| Third View Private Wealth, LLC | 788 | $227.6K | 0.03% | +788 | New |
| Eagle Strategies LLC | 786 | $227.2K | 0.03% | +786 | New |
| Bell Bank | 786 | $227.0K | 0.01% | +786 | New |
| Abel Hall, LLC | 786 | $227.0K | 0.05% | +786 | New |
| Family Wealth Partners, LLC | 786 | $227.0K | 0.08% | +786 | New |
| Strategic Blueprint, LLC | 782 | $226.0K | 0.01% | −2,991−79.3% | Reduced |
| Certified Advisory Corp | 781 | $225.7K | 0.02% | +781 | New |
| Financial Freedom, LLC | 780 | $225.3K | 0.11% | +3+0.4% | Added |
| BOS Asset Management, LLC | 780 | $225.3K | 0.06% | +780 | New |
| Asset One Wealth Management LLC | 671 | $225.0K | 0.03% | +671 | New |
| Claro Advisors LLC | 779 | $224.9K | 0.03% | +779 | New |
| Saranac Partners Ltd | 778 | $224.7K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 778 | $224.7K | 0.07% | +778 | New |
| Signature Estate & Investment Advisors LLC | 777 | $224.6K | 0.00% | +777 | New |
| Crewe Advisors LLC | 777 | $224.4K | 0.02% | +3+0.4% | Added |
| Volterra Technologies LP | 775 | $223.9K | 0.23% | +775 | New |
| Green Ridge Wealth Planning LLC | 774 | $223.6K | 0.11% | +774 | New |
| Coyle Financial Counsel LLC | 771 | $222.7K | 0.05% | +771 | New |
| NorthRock Partners, LLC | 801 | $222.3K | 0.00% | −4,848−85.8% | Reduced |
| EJMK Ventures LLC | 767 | $221.6K | 0.14% | +767 | New |
| BFI Infinity Ltd. | 765 | $221.0K | 0.14% | +765 | New |
| Robertson Stephens Wealth Management, LLC | 759 | $220.6K | 0.01% | +759 | New |
| West Family Investments, Inc. | 759 | $219.2K | 0.05% | −486−39.0% | Reduced |
| Ofi Invest Asset Management | 888 | $218.4K | 0.00% | +314+54.7% | Added |
| Birch Financial Group, LLC | 755 | $218.0K | 0.12% | +755 | New |
| KFA Private Wealth Group, LLC | 754 | $217.8K | 0.05% | +754 | New |
| Cullinan Associates Inc | 750 | $216.6K | 0.01% | +750 | New |
| Carnegie Capital Asset Management, LLC | 745 | $215.2K | 0.00% | +745 | New |
| River Street Advisors LLC | 743 | $214.6K | 0.08% | +743 | New |
| Houlihan Financial Resource Group, Ltd. | 725 | $213.6K | 0.08% | +725 | New |
| Aspen Grove Capital, LLC | 733 | $213.4K | 0.04% | +733 | New |
| Meridian Wealth Management, LLC | 737 | $213.0K | 0.01% | −120−14.0% | Reduced |
| United Bank | 736 | $212.6K | 0.07% | −268−26.7% | Reduced |
| Lexington Hill Partners, LLC | 736 | $212.6K | 0.16% | +736 | New |
| JMN Financial LLC | 732 | $212.5K | 0.21% | +732 | New |
| Global View Capital Management LLC | 733 | $211.7K | 0.04% | +733 | New |
| Quantum Financial Advisors, LLC | 731 | $211.2K | 0.02% | +731 | New |
| Templeton & Phillips Capital Management, LLC | 731 | $211.2K | 0.14% | +731 | New |
| WBH Advisory Inc | 729 | $210.6K | 0.02% | +729 | New |
| Northstar Financial Companies, Inc. | 728 | $210.3K | 0.17% | −163−18.3% | Reduced |
| Greenwich Wealth Management LLC | 727 | $210.0K | 0.01% | +727 | New |
