| Allegheny Financial Group LTD | 822 | $251.1K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 811 | $247.7K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 807 | $246.5K | 0.03% | +1+0.1% | Added |
| Opal Wealth Advisors, LLC | 805 | $245.9K | 0.07% | +25+3.2% | Added |
| Cove Private Wealth, LLC | 805 | $245.9K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 804 | $245.6K | 0.02% | +804 | New |
| Hobart Private Capital, LLC | 804 | $245.6K | 0.05% | +804 | New |
| Stratos Wealth Advisors, LLC | 803 | $245.5K | 0.01% | +803 | New |
| Headinvest, LLC | 802 | $244.9K | 0.05% | −5−0.6% | Reduced |
| Venture Visionary Partners LLC | 800 | $244.4K | 0.01% | +800 | New |
| Kavar Capital Partners Group, LLC | 800 | $244.3K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 796 | $243.2K | 0.10% | +796 | New |
| Ariadne Wealth Management, LP | 838 | $241.7K | 0.11% | +838 | New |
| Oarsman Capital, Inc. | 790 | $241.3K | 0.03% | +790 | New |
| Resonant Capital Advisors, LLC | 784 | $239.4K | 0.01% | +784 | New |
| Cypress Wealth Services, LLC | 783 | $239.2K | 0.04% | −127−14.0% | Reduced |
| Centurion Wealth Management LLC | 783 | $239.1K | 0.05% | +783 | New |
| WP Advisors, LLC | 780 | $238.2K | 0.06% | +780 | New |
| Formidable Asset Management, LLC | 944 | $236.8K | 0.04% | +944 | New |
| Intellus Advisors LLC | 775 | $236.7K | 0.03% | +775 | New |
| Evermay Wealth Management LLC | 770 | $235.2K | 0.03% | −31−3.9% | Reduced |
| Goepper Burkhardt LLC | 767 | $234.3K | 0.08% | +767 | New |
| Cornerstone Wealth Group, LLC | 762 | $232.8K | 0.02% | −48−5.9% | Reduced |
| International Assets Investment Management, LLC | 916 | $231.1K | 0.02% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 755 | $230.6K | 0.01% | +755 | New |
| Everhart Financial Group, Inc. | 752 | $229.7K | 0.02% | +752 | New |
| Stiles Financial Services Inc | 751 | $229.2K | 0.07% | −224−23.0% | Reduced |
| Greystone Financial Group, LLC | 748 | $228.4K | 0.04% | +748 | New |
| Walleye Trading LLC | 743 | $226.9K | 0.00% | +743 | New |
| Retirement Planning Group | 742 | $226.6K | 0.01% | +742 | New |
| Viawealth, LLC | 734 | $224.3K | 0.12% | +734 | New |
| Alteri Wealth LLC | 733 | $223.8K | 0.08% | −495−40.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 731 | $223.3K | 0.05% | +731 | New |
| PVG Asset Management Corp | 730 | $222.9K | 0.82% | +730 | New |
| Sheets Smith Investment Management | 730 | $222.9K | 0.14% | +730 | New |
| Sunesis Advisors, LLC | 729 | $222.6K | 0.10% | +729 | New |
| CM Wealth Advisors LLC | 727 | $222.0K | 0.06% | +727 | New |
| Mechanics Bank Trust Department | 726 | $221.7K | 0.03% | −173−19.2% | Reduced |
| Parkside Financial Bank & Trust | 718 | $219.3K | 0.02% | +64+9.8% | Added |
| Indiana Trust & Investment Management CO | 715 | $218.4K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 715 | $218.0K | 0.02% | +715 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 713 | $217.8K | 0.00% | +713 | New |
| Holistic Financial Partners | 711 | $217.1K | 0.09% | +711 | New |
| Tompkins Financial Corp | 711 | $217.1K | 0.02% | 00.0% | Unchanged |
| BIP Wealth, LLC | 707 | $215.9K | 0.01% | +707 | New |
| Tradewinds, LLC. | 707 | $215.9K | 0.05% | +707 | New |
| VestGen Advisors, LLC | 706 | $215.7K | 0.01% | +706 | New |
| Meridian Wealth Management, LLC | 702 | $214.5K | 0.01% | +702 | New |
| Sound View Wealth Advisors Group, LLC | 699 | $213.5K | 0.01% | +699 | New |
| Ethos Financial Group, LLC | 698 | $213.1K | 0.02% | +698 | New |
| Alliance Wealth Advisors, LLC | 696 | $212.5K | 0.05% | +696 | New |
| Moseley Investment Management Inc | 695 | $212.4K | 0.06% | +695 | New |
| Nicolet Bankshares Inc | 694 | $212.0K | 0.03% | +694 | New |
| Pallas Capital Advisors LLC | 693 | $211.7K | 0.01% | +693 | New |
| Stonebridge Capital Advisors LLC | 693 | $211.6K | 0.02% | +693 | New |
| Pines Wealth Management, LLC | 690 | $210.7K | 0.07% | −532−43.5% | Reduced |
| River Wealth Advisors LLC | 686 | $209.5K | 0.02% | +686 | New |
| Baker Avenue Asset Management, LP | 686 | $209.4K | 0.01% | +686 | New |
| Consolidated Planning Corp | 684 | $208.9K | 0.02% | +684 | New |
| Crestmont Private Wealth LLC | 684 | $208.9K | 0.07% | +684 | New |
| Pathway Financial Advisers, LLC | 684 | $207.8K | 0.06% | +684 | New |
| Rodgers & Associates, LTD | 680 | $207.8K | 0.02% | +680 | New |
| Investor's Fiduciary Advisor Network, LLC | 679 | $207.0K | 0.07% | +679 | New |
| Costello Asset Management, INC | 673 | $205.7K | 0.07% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 671 | $205.0K | 0.04% | +671 | New |
| Oakworth Capital, Inc. | 671 | $204.9K | 0.01% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 670 | $204.6K | 0.13% | +670 | New |
| Rehmann Capital Advisory Group | 669 | $204.6K | 0.01% | +669 | New |
| One Capital Management, LLC | 668 | $204.1K | 0.01% | +668 | New |
| Rainier Family Wealth Inc | 668 | $204.0K | 0.18% | −319−32.3% | Reduced |
| Shell Asset Management Co | 667 | $204.0K | 0.02% | +433+185.0% | Added |
| Wescott Financial Advisory Group, LLC | 667 | $203.7K | 0.02% | +667 | New |
| Clarius Group, LLC | 665 | $203.1K | 0.01% | −366−35.5% | Reduced |
| Prosperity Financial Group, Inc. | 665 | $203.1K | 0.07% | +665 | New |
| Golden State Wealth Management, LLC | 664 | $202.8K | 0.02% | +169+34.1% | Added |
| Postrock Partners LLC | 662 | $202.2K | 0.09% | +662 | New |
| Roundview Capital LLC | 659 | $201.3K | 0.01% | +659 | New |
| SJS Investment Consulting Inc. | 658 | $201.0K | 0.03% | +649+7,211.1% | Added |
| Circle Wealth Management, LLC | 657 | $200.7K | 0.00% | +657 | New |
| Asset Dedication, LLC | 639 | $195.2K | 0.01% | +47+7.9% | Added |
| Graney & King, LLC | 625 | $191.0K | 0.13% | +2+0.3% | Added |
| Wolff Wiese Magana LLC | 617 | $188.5K | 0.11% | +2+0.3% | Added |
| Cromwell Holdings LLC | 614 | $187.5K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 613 | $187.2K | 0.02% | −3−0.5% | Reduced |
| Sound Income Strategies, LLC | 578 | $172.4K | 0.01% | −49−7.8% | Reduced |
| TCTC Holdings, LLC | 550 | $168.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 541 | $165.3K | 0.06% | +2+0.4% | Added |
| Covestor Ltd | 539 | $165.0K | 0.09% | −54−9.1% | Reduced |
| Johnson Financial Group, Inc. | 539 | $164.6K | 0.01% | +157+41.1% | Added |
| Harbor Investment Advisory, LLC | 528 | $161.3K | 0.01% | +74+16.3% | Added |
| Hilltop National Bank | 526 | $160.6K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 524 | $160.0K | 0.04% | +24+4.8% | Added |
| Capital Advisors, Ltd. LLC | 525 | $160.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 523 | $159.7K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 517 | $157.9K | 0.10% | +19+3.8% | Added |
| S.A. Mason LLC | 517 | $157.9K | 0.07% | +66+14.6% | Added |
| Motco | 498 | $152.1K | 0.01% | +295+145.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 495 | $151.2K | 0.02% | +105+26.9% | Added |
| Plante Moran Financial Advisors, LLC | 484 | $147.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 483 | $147.5K | 0.02% | 00.0% | Unchanged |
