| CFM Wealth Partners LLC | 911 | $234.5K | 0.04% | −200−18.0% | Reduced |
| West Paces Advisors Inc. | 911 | $234.5K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 911 | $234.5K | 0.04% | +911 | New |
| Baron Wealth Management LLC | 912 | $234.9K | 0.08% | −238−20.7% | Reduced |
| Investment Advisory Group, LLC | 913 | $234.9K | 0.07% | +913 | New |
| Oxbow Advisors, LLC | 914 | $235.3K | 0.03% | +914 | New |
| Pettinga Financial Advisors, LLC | 916 | $235.8K | 0.05% | +916 | New |
| Sentinus, LLC | 917 | $236.0K | 0.06% | +917 | New |
| Carter Financial Group, INC. | 919 | $236.6K | 0.15% | +919 | New |
| Sky Investment Group LLC | 920 | $236.8K | 0.04% | +920 | New |
| Pin Oak Investment Advisors Inc | 1,185 | $237.0K | 0.20% | −126−9.6% | Reduced |
| J Hagan Capital, Inc. | 903 | $237.4K | 0.16% | +903 | New |
| Milestones Private Investment Advisors LLC | 923 | $237.6K | 0.18% | +923 | New |
| Steadtrust LLC | 923 | $237.6K | 0.19% | +923 | New |
| Legacy Financial Group LLC | 924 | $237.7K | 0.03% | +924 | New |
| Redwood Investment Management, LLC | 926 | $238.0K | 0.03% | −557−37.6% | Reduced |
| Avenir Corp | 925 | $238.1K | 0.02% | +925 | New |
| GSB Wealth Management, LLC | 930 | $239.4K | 0.06% | +930 | New |
| Sterling Financial Planning, Inc. | 930 | $239.4K | 0.08% | +930 | New |
| Quartz Partners, LLC | 934 | $240.3K | 0.11% | −86−8.4% | Reduced |
| JSF Financial, LLC | 935 | $240.7K | 0.06% | +935 | New |
| TradeWell Securities, LLC. | 935 | $240.7K | 0.12% | +935 | New |
| Boston Family Office LLC | 935 | $241.0K | 0.02% | +935 | New |
| Accelerate Investment Advisors LLC | 937 | $241.1K | 0.18% | +937 | New |
| Strata Wealth Advisors, LLC | 939 | $241.7K | 0.07% | +939 | New |
| Norman Fields, Gottscho Capital Management, LLC | 940 | $242.0K | 0.08% | +940 | New |
| Maripau Wealth Management LLC | 941 | $242.3K | 0.12% | −869−48.0% | Reduced |
| Atwood & Palmer Inc | 944 | $243.0K | 0.02% | +375+65.9% | Added |
| LM Advisors LLC | 945 | $243.0K | 0.03% | −58−5.8% | Reduced |
| CFS Investment Advisory Services, LLC | 944 | $243.0K | 0.02% | +944 | New |
| O'Keefe Stevens Advisory, Inc. | 947 | $243.6K | 0.07% | +947 | New |
| Orca Wealth Management, LLC | 947 | $243.8K | 0.21% | −93−8.9% | Reduced |
| Harbour Trust & Investment Management Co | 948 | $244.0K | 0.03% | +948 | New |
| Taylor & Morgan Wealth Management, LLC | 948 | $244.0K | 0.16% | +948 | New |
| Optimum Investment Advisors | 950 | $244.5K | 0.11% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 951 | $244.7K | 0.06% | −71−6.9% | Reduced |
| Hohimer Wealth Management, LLC | 953 | $245.3K | 0.04% | +953 | New |
| Dunhill Financial, LLC | 953 | $245.5K | 0.07% | −17−1.8% | Reduced |
| Inspire Advisors, LLC | 954 | $245.5K | 0.03% | +954 | New |
| Manske Wealth Management | 954 | $245.7K | 0.08% | −52−5.2% | Reduced |
| Opus Capital Group, LLC | 954 | $246.0K | 0.03% | +954 | New |
| Northwest Quadrant Wealth Management, LLC | 959 | $246.7K | 0.06% | +959 | New |
| Chesapeake Wealth Management | 959 | $246.8K | 0.08% | +959 | New |
| Sunburst Financial Group, LLC | 960 | $247.1K | 0.06% | +960 | New |
| Headlands Technologies LLC | 963 | $247.9K | 0.03% | −4,475−82.3% | Reduced |
| Aurora Private Wealth, Inc. | 962 | $248.0K | 0.18% | −93−8.8% | Reduced |
| Indie Asset Partners, LLC | 966 | $248.6K | 0.45% | −131−11.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 928 | $248.8K | 0.07% | +928 | New |
| Wallace Advisory Group, LLC | 1,244 | $249.0K | 0.18% | −1−0.1% | Reduced |
| WPG Advisers, LLC | 970 | $249.7K | 0.21% | −374−27.8% | Reduced |
| Sagace Wealth Management LLC | 970 | $249.7K | 0.19% | −154−13.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 971 | $249.9K | 0.07% | −57−5.5% | Reduced |
| Eagle Wealth Strategies LLC | 971 | $249.9K | 0.14% | +971 | New |
| Oarsman Capital, Inc. | 971 | $250.0K | 0.04% | +971 | New |
| Leslie Global Wealth, LLC | 973 | $250.4K | 0.13% | +973 | New |
| Colonial River Wealth Management, LLC | 995 | $251.3K | 0.11% | +995 | New |
| Royal Fund Management, LLC | 979 | $252.1K | 0.03% | −714−42.2% | Reduced |
| Level Financial Advisors, Inc. | 981 | $252.5K | 0.08% | +981 | New |
| Woodley Farra Manion Portfolio Management Inc | 981 | $252.5K | 0.01% | +981 | New |
| Firestone Capital Management | 982 | $252.8K | 0.06% | +982 | New |
| Heritage Financial Services, LLC | 984 | $253.3K | 0.02% | +984 | New |
| Triad Wealth Partners, LLC | 985 | $253.5K | 0.05% | +985 | New |
| Omnia Family Wealth, LLC | 985 | $253.6K | 0.09% | +985 | New |
| New England Professional Planning Group Inc. | 989 | $254.6K | 0.12% | +989 | New |
| Partners Wealth Management, LLC | 1,257 | $256.2K | 0.29% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 996 | $256.3K | 0.02% | +996 | New |
| Weil Company, Inc. | 997 | $256.6K | 0.07% | +997 | New |
| ARS Investment Partners, LLC | 999 | $257.1K | 0.02% | +999 | New |
| Avondale Wealth Management | 1,000 | $257.4K | 0.14% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,000 | $257.4K | 0.08% | −102−9.3% | Reduced |
| Centricity Wealth Management, LLC | 1,001 | $257.6K | 0.21% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,002 | $257.9K | 0.05% | +1,002 | New |
| RTD Financial Advisors, Inc. | 1,002 | $257.9K | 0.03% | +1,002 | New |
| Bank of Hawaii | 1,002 | $257.9K | 0.01% | +1,002 | New |
| Centerpoint Advisors, LLC | 1,002 | $258.0K | 0.09% | +9+0.9% | Added |
| RNC Capital Management LLC | 1,003 | $258.1K | 0.01% | −475−32.1% | Reduced |
| GM Advisory Group, Inc. | 1,006 | $259.0K | 0.01% | −85−7.8% | Reduced |
| Cooper/Haims Advisors, LLC | 1,012 | $260.4K | 0.13% | +11+1.1% | Added |
| Rainey & Randall Investment Management Inc. | 1,012 | $260.5K | 0.05% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,012 | $260.5K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,014 | $261.0K | 0.05% | +1,014 | New |
| Encompass Wealth Advisors, LLC | 1,019 | $262.4K | 0.10% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,023 | $263.3K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,025 | $263.8K | 0.00% | −411−28.6% | Reduced |
| Marion Wealth Management | 1,028 | $264.5K | 0.07% | +1,028 | New |
| Abbot Financial Management, Inc. | 1,028 | $264.6K | 0.12% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 1,031 | $265.4K | 0.19% | +1,031 | New |
| Hall Capital Management Co Inc | 1,032 | $265.6K | 0.11% | +26+2.6% | Added |
| West Wealth Group, LLC | 975 | $265.7K | 0.07% | +975 | New |
| N.E.W. Advisory Services LLC | 1,035 | $266.4K | 0.03% | −278−21.2% | Reduced |
| Harvest Investment Advisors, LLC | 1,036 | $266.7K | 0.17% | +1,036 | New |
| Aspire Private Capital, LLC | 1,037 | $266.8K | 0.06% | +1,037 | New |
| Northcape Wealth Management, LLC | 1,037 | $266.9K | 0.08% | 00.0% | Unchanged |
| CKW Financial Group | 1,073 | $267.0K | 0.03% | −37−3.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,011 | $267.0K | 0.11% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,038 | $267.0K | 0.06% | +26+2.6% | Added |
| Northwest Financial Advisors | 1,039 | $267.3K | 0.37% | −1−0.1% | Reduced |
| Willis Johnson & Associates, Inc. | 1,039 | $267.4K | 0.02% | −51−4.7% | Reduced |
| Washington Trust Bank | 1,040 | $267.7K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 1,040 | $267.7K | 0.06% | +29+2.9% | Added |
