| Wealth Dimensions Group, Ltd. | 657 | $233.5K | 0.05% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 656 | $233.2K | 0.14% | +656 | New |
| Colonial River Wealth Management, LLC | 656 | $233.2K | 0.09% | −85−11.5% | Reduced |
| BCR Wealth Strategies, LLC | 656 | $233.0K | 0.08% | +656 | New |
| River Street Advisors LLC | 655 | $232.8K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 655 | $232.8K | 0.10% | +655 | New |
| ODonnell Financial Services, LLC | 653 | $232.1K | 0.08% | +653 | New |
| Allium Financial Advisors, LLC | 653 | $232.1K | 0.19% | +653 | New |
| Salomon & Ludwin, LLC | 648 | $231.8K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 651 | $231.4K | 0.02% | +651 | New |
| Atlas Private Wealth Advisors | 651 | $231.4K | 0.06% | +651 | New |
| Operose Advisors LLC | 651 | $231.4K | 0.06% | +103+18.8% | Added |
| Lagoda Investment Management, L.P. | 650 | $231.1K | 0.13% | −50−7.1% | Reduced |
| Advus Financial Partners, LLC | 650 | $231.1K | 0.09% | +650 | New |
| Norden Group LLC | 649 | $230.7K | 0.02% | +649 | New |
| Financial & Tax Architects, LLC | 649 | $230.7K | 0.05% | −2,779−81.1% | Reduced |
| Signet Financial Management, LLC | 649 | $230.7K | 0.03% | −295−31.3% | Reduced |
| Marshall Financial Group LLC | 648 | $230.3K | 0.04% | +648 | New |
| Putney Financial Group LLC | 647 | $230.0K | 0.23% | −150−18.8% | Reduced |
| Round Rock Advisors, LLC | 646 | $229.6K | 0.04% | −15−2.3% | Reduced |
| Hiley Hunt Wealth Management | 645 | $229.3K | 0.11% | +645 | New |
| Contravisory Investment Management, Inc. | 644 | $228.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 644 | $228.9K | 0.04% | +17+2.7% | Added |
| Brasada Capital Management, LP | 644 | $228.5K | 0.04% | +644 | New |
| Claris Financial LLC | 642 | $228.2K | 0.13% | +642 | New |
| Lantern Wealth Advisors, LLC | 641 | $227.9K | 0.12% | +641 | New |
| Total Investment Management Inc | 638 | $226.8K | 0.03% | 00.0% | Unchanged |
| Clarity Financial LLC | 635 | $225.8K | 0.02% | +635 | New |
| Fingerlakes Wealth Management, Inc. | 635 | $225.7K | 0.15% | +635 | New |
| Legacy Edge Advisors, LLC | 634 | $225.4K | 0.03% | +634 | New |
| AA Financial Advisors, LLC | 633 | $225.0K | 0.04% | −68−9.7% | Reduced |
| Hobart Private Capital, LLC | 632 | $224.7K | 0.05% | +632 | New |
| Zuckerman Investment Group, LLC | 629 | $223.6K | 0.02% | +629 | New |
| Signal Tree Financial Partners LLC | 627 | $223.2K | 0.18% | +627 | New |
| Wills Financial Group LLC | 627 | $222.9K | 0.09% | +627 | New |
| Smith, Salley & Associates | 626 | $222.5K | 0.01% | +626 | New |
| Baldwin Investment Management, LLC | 625 | $222.2K | 0.03% | −50−7.4% | Reduced |
| Barden Capital Management, Inc. | 624 | $221.8K | 0.18% | +624 | New |
| Integral Investment Advisors, Inc. | 621 | $220.7K | 0.06% | +621 | New |
| Financial Network Wealth Advisors LLC | 619 | $220.0K | 0.24% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 619 | $220.0K | 0.14% | +619 | New |
| Slocum, Gordon & Co LLP | 618 | $219.7K | 0.18% | +45+7.9% | Added |
| Elgethun Capital Management | 615 | $219.1K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 616 | $219.0K | 0.02% | +616 | New |
| Atlas Wealth LLC | 615 | $218.6K | 0.07% | +615 | New |
| Castle Wealth Management LLC | 613 | $217.9K | 0.07% | +613 | New |
| Canandaigua National Trust Co of Florida | 613 | $217.9K | 0.17% | +613 | New |
| LifePlan Financial, LLC | 613 | $217.9K | 0.17% | +613 | New |
| PCG Asset Management, LLC | 613 | $217.9K | 0.17% | +613 | New |
| West Branch Capital LLC | 612 | $217.5K | 0.06% | +330+117.0% | Added |
| Power Wealth Management LLC | 611 | $217.2K | 0.08% | +611 | New |
| Sierra Summit Advisors LLC | 610 | $216.8K | 0.03% | +610 | New |
| Burton Enright Welch | 610 | $216.8K | 0.03% | +610 | New |
| Kings Path Partners LLC | 609 | $216.5K | 0.08% | +409+204.5% | Added |
| Boston Common Asset Management, LLC | 609 | $216.5K | 0.01% | +609 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 614 | $216.3K | 0.00% | −104−14.5% | Reduced |
| Prasad Wealth Partners, LLC | 608 | $216.1K | 0.06% | +608 | New |
| MAS Advisors LLC | 607 | $215.8K | 0.34% | +607 | New |
| Trueblood Wealth Management, LLC | 607 | $215.8K | 0.08% | +607 | New |
| Berman McAleer LLC | 605 | $215.1K | 0.03% | +605 | New |
| Elm Partners Management LLC | 603 | $214.7K | 0.01% | +603 | New |
| Gryphon Financial Partners LLC | 603 | $214.3K | 0.02% | −2,517−80.7% | Reduced |
| Koss-Olinger Consulting, LLC | 701 | $214.0K | 0.02% | 00.0% | Unchanged |
| GatePass Capital, LLC | 602 | $214.0K | 0.12% | +602 | New |
| GHP Investment Advisors, Inc. | 600 | $213.3K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 600 | $213.3K | 0.12% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 600 | $213.3K | 0.21% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 600 | $213.3K | 0.15% | +85+16.5% | Added |
| Trust Co of Oklahoma | 600 | $213.3K | 0.06% | +600 | New |
| Laffer Tengler Investments | 600 | $213.3K | 0.03% | +600 | New |
| GAMMA Investing LLC | 599 | $212.9K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 598 | $212.6K | 0.07% | +598 | New |
| John Boyer, Inc. | 596 | $211.9K | 0.21% | +596 | New |
| Rock Point Advisors, LLC | 595 | $211.5K | 0.06% | +595 | New |
| Stone House Investment Management, LLC | 590 | $209.7K | 0.04% | +500+555.6% | Added |
| Pacifica Partners Inc. | 586 | $208.6K | 0.07% | −1−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 584 | $207.6K | 0.09% | +584 | New |
| Wealth Management Strategies, Inc. | 583 | $207.2K | 0.10% | −83−12.5% | Reduced |
| Security Financial Services, INC. | 582 | $206.9K | 0.03% | +582 | New |
| Portside Wealth Group, LLC | 582 | $206.9K | 0.03% | +582 | New |
| Hudson Valley Investment Advisors Inc | 581 | $206.5K | 0.02% | +581 | New |
| Byrne Financial Freedom, LLC | 580 | $206.2K | 0.10% | −281−32.6% | Reduced |
| Lummis Asset Management, LP | 580 | $206.2K | 0.14% | +55+10.5% | Added |
| Cobblestone Asset Management LLC | 579 | $205.8K | 0.09% | +579 | New |
| Guardian Partners Inc. | 578 | $205.8K | 0.02% | +578 | New |
| Spinnaker Investment Group, LLC | 576 | $204.8K | 0.04% | +576 | New |
| Seneschal Advisors, LLC | 575 | $204.4K | 0.15% | +575 | New |
| Osprey Private Wealth LLC | 575 | $204.4K | 0.07% | +575 | New |
| Pachira Investments Inc. | 574 | $204.0K | 0.11% | +574 | New |
| Lakeridge Wealth Management LLC | 574 | $204.0K | 0.09% | +574 | New |
| Rooted Wealth Advisors, Inc. | 569 | $203.5K | 0.06% | +569 | New |
| BCS Wealth Management | 572 | $203.3K | 0.05% | −321−35.9% | Reduced |
| Foundry Financial Group, Inc. | 572 | $203.3K | 0.11% | +572 | New |
| Kirkwood Financial Services | 571 | $203.1K | 0.08% | +571 | New |
| Magnolia Capital Advisors LLC | 571 | $203.0K | 0.05% | +571 | New |
| Guided Capital Wealth Management, LLC | 570 | $202.6K | 0.17% | +570 | New |
| Sterling Investment Advisors, Ltd. | 569 | $202.3K | 0.04% | +569 | New |
| TSA Wealth Managment LLC | 566 | $201.2K | 0.07% | +566 | New |
| LifeGoal Wealth Advisors | 564 | $200.5K | 0.17% | +564 | New |
| Investor's Fiduciary Advisor Network, LLC | 565 | $200.0K | 0.07% | +565 | New |
