| Howard Financial Services, Ltd. | 394 | $398.8K | 0.04% | +5+1.3% | Added |
| GSB Wealth Management, LLC | 393 | $397.7K | 0.08% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 392 | $396.5K | 0.13% | 00.0% | Unchanged |
| Camden National Bank | 392 | $396.5K | 0.05% | −24−5.8% | Reduced |
| Norris Perne & French LLP | 392 | $396.5K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 392 | $396.5K | 0.12% | +20+5.4% | Added |
| Targeted Financial Services LLC | 391 | $395.4K | 0.29% | 00.0% | Unchanged |
| First Western Trust Bank | 390 | $394.4K | 0.02% | +1+0.3% | Added |
| MQS Management LLC | 390 | $394.4K | 0.48% | +21+5.7% | Added |
| Arsenal Capital Advisors LLC | 388 | $392.4K | 0.23% | 00.0% | Unchanged |
| WP Advisors, LLC | 387 | $391.2K | 0.09% | +2+0.5% | Added |
| Deprince Race & Zollo Inc | 386 | $390.4K | 0.01% | −38,171−99.0% | Reduced |
| Prudent Investors Network | 386 | $390.4K | 0.08% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 386 | $390.4K | 0.04% | +101+35.4% | Added |
| Novak & Powell Financial Services, Inc. | 385 | $389.6K | 0.18% | +1+0.3% | Added |
| Marshall Financial Group LLC | 385 | $389.4K | 0.06% | −169−30.5% | Reduced |
| Custom Index Systems, LLC | 385 | $389.4K | 0.14% | −1−0.3% | Reduced |
| Wall Street Financial Group, Inc. | 385 | $389.4K | 0.21% | +62+19.2% | Added |
| Helium Advisors LLC | 385 | $389.0K | 0.32% | −8−2.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 383 | $387.4K | 0.05% | −16−4.0% | Reduced |
| Fairscale Capital, LLC | 383 | $387.4K | 0.23% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 382 | $386.3K | 0.33% | −13−3.3% | Reduced |
| SkyOak Wealth, LLC | 382 | $386.3K | 0.06% | 00.0% | Unchanged |
| Innova Wealth Partners | 382 | $386.3K | 0.16% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 381 | $385.3K | 0.06% | +1+0.3% | Added |
| Granite Harbor Advisors, Inc. | 381 | $385.3K | 0.15% | −22−5.5% | Reduced |
| Motive Wealth Advisors | 381 | $385.3K | 0.16% | +25+7.0% | Added |
| Keyvantage Wealth, LLC | 381 | $384.9K | 0.15% | +39+11.4% | Added |
| First Pacific Financial | 380 | $384.1K | 0.05% | −1,474−79.5% | Reduced |
| Macroview Investment Management LLC | 377 | $381.4K | 0.24% | −1−0.3% | Reduced |
| Fusion Capital, LLC | 377 | $381.3K | 0.09% | +7+1.9% | Added |
| Sather Financial Group Inc | 377 | $381.3K | 0.02% | +93+32.7% | Added |
| Intrinsic Value Partners, LLC | 376 | $380.3K | 0.26% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 376 | $380.2K | 0.04% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 375 | $379.7K | 0.08% | +20+5.6% | Added |
| Sharp Financial Services, LLC | 375 | $379.3K | 0.18% | −220−37.0% | Reduced |
| New World Advisors LLC | 375 | $379.3K | 0.06% | +6+1.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 374 | $378.8K | 0.07% | 00.0% | Unchanged |
| Ignite Planners, LLC | 374 | $377.9K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 373 | $377.5K | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 373 | $376.8K | 0.12% | −5−1.3% | Reduced |
| First Business Financial Services, Inc. | 371 | $375.2K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 370 | $374.2K | 0.03% | +25+7.2% | Added |
| Eaton Financial Holdings Company, LLC | 368 | $372.6K | 0.10% | +47+14.6% | Added |
| Legacy Financial Independent Advisors LLC | 368 | $372.2K | 0.18% | −16−4.2% | Reduced |
| Shoker Investment Counsel, Inc. | 366 | $370.6K | 0.09% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 365 | $369.2K | 0.09% | −17−4.5% | Reduced |
| Westside Investment Management, Inc. | 364 | $368.1K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 364 | $367.7K | 0.07% | +1+0.3% | Added |
| AGH Wealth Advisors, LLC | 363 | $367.1K | 0.23% | +42+13.1% | Added |
| Kestra Investment Management, LLC | 362 | $366.5K | 0.01% | +362 | New |
| Integrity Advisory Solutions, LLC | 361 | $365.8K | 0.04% | +120+49.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 361 | $365.1K | 0.04% | +361 | New |
| Gradient Capital Advisors, LLC | 361 | $365.0K | 0.08% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 360 | $364.1K | 0.20% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 352 | $364.0K | 0.15% | +6+1.7% | Added |
| Connecticut Capital Management Group, LLC | 359 | $363.1K | 0.29% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 357 | $360.9K | 0.14% | +25+7.5% | Added |
| WealthPlan Investment Management, LLC | 356 | $360.1K | 0.02% | +52+17.1% | Added |
| KLCM Advisors, Inc. | 356 | $360.0K | 0.03% | −29−7.5% | Reduced |
| Dock Street Asset Management Inc | 356 | $360.0K | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 356 | $360.0K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 356 | $360.0K | 0.17% | +60+20.3% | Added |
| Hanson & Doremus Investment Management | 356 | $360.0K | 0.04% | −19−5.1% | Reduced |
| Successful Portfolios LLC | 341 | $359.8K | 0.17% | −2−0.6% | Reduced |
| Nadler Financial Group, Inc. | 355 | $359.5K | 0.03% | +28+8.6% | Added |
| Brendel Financial Advisors LLC | 355 | $359.0K | 0.17% | −2−0.6% | Reduced |
| First Long Island Investors, LLC | 355 | $359.0K | 0.03% | +4+1.1% | Added |
| Maxele Advisors, LLC | 355 | $359.0K | 0.25% | +355 | New |
| Tempus Wealth Planning, LLC | 354 | $358.1K | 0.07% | −7−1.9% | Reduced |
| Harrell Investment Partners, LLC | 354 | $358.1K | 0.08% | +1+0.3% | Added |
| Schrum Private Wealth Management LLC | 699 | $358.1K | 0.37% | 00.0% | Unchanged |
| Reicon Wealth Advisors, LLC | 354 | $358.0K | 0.22% | 00.0% | Unchanged |
| Blalock Williams, LLC | 354 | $358.0K | 0.23% | +21+6.3% | Added |
| Sunflower Bank, N.A. | 354 | $358.0K | 0.09% | +23+6.9% | Added |
| Cape Ann Savings Bank | 353 | $357.0K | 0.17% | −17−4.6% | Reduced |
| Kraematon Investment Advisors, Inc | 353 | $356.9K | 0.27% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 352 | $356.0K | 0.10% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 352 | $356.0K | 0.04% | +24+7.3% | Added |
| M3 Advisory Group, LLC | 352 | $356.0K | 0.18% | −12−3.3% | Reduced |
| Financial Guidance Group, Inc. | 351 | $355.0K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 350 | $354.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 350 | $354.0K | 0.17% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 350 | $354.0K | 0.20% | +11+3.2% | Added |
| Millstone Evans Group, LLC | 350 | $354.0K | 0.19% | +13+3.9% | Added |
| Centurion Wealth Management LLC | 349 | $353.0K | 0.08% | +16+4.8% | Added |
| Eaton-Cambridge Inc. | 349 | $352.9K | 0.10% | +349 | New |
| Dudley Capital Management, LLC | 348 | $352.3K | 0.14% | +348 | New |
| Parkwoods Wealth Partners, LLC | 348 | $352.0K | 0.06% | +87+33.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 348 | $352.0K | 0.02% | +348 | New |
| Pitcairn Wealth Advisors LLC | 347 | $350.9K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 347 | $350.9K | 0.02% | +347 | New |
| Baron Silver Stevens Financial Advisors, LLC | 346 | $350.4K | 0.04% | −4−1.1% | Reduced |
| Tiaa Trust, National Association | 346 | $349.9K | 0.02% | −148−30.0% | Reduced |
| Uniting Wealth Partners, LLC | 346 | $349.9K | 0.07% | −117−25.3% | Reduced |
| Mechanics Financial Corp | 346 | $349.9K | 0.13% | +52+17.7% | Added |
| Port Capital LLC | 346 | $349.9K | 0.01% | +346 | New |
| London & Capital Asset Management Ltd | 346 | $349.9K | 0.00% | −253−42.2% | Reduced |
| Willow Creek Capital Management, Inc. | 344 | $348.3K | 0.34% | +344 | New |
| Wingate Wealth Advisors, Inc. | 344 | $347.9K | 0.15% | 00.0% | Unchanged |
