| Planning Capital Management Corp | 430 | $250.7K | 0.20% | +430 | New |
| Oakwell Private Wealth Management, LLC | 431 | $251.2K | 0.09% | +431 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 397 | $251.6K | 0.10% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 432 | $251.6K | 0.10% | −70−13.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 434 | $253.0K | 0.13% | +83+23.6% | Added |
| Thrive Capital Management, LLC | 435 | $253.7K | 0.14% | +1+0.2% | Added |
| McDaniel Terry & Co | 436 | $254.0K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 437 | $254.7K | 0.04% | +437 | New |
| Capstone Financial Advisors, Inc. | 439 | $255.7K | 0.02% | +3+0.7% | Added |
| Birch Hill Investment Advisors LLC | 439 | $255.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 439 | $255.9K | 0.09% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 440 | $256.5K | 0.16% | −40−8.3% | Reduced |
| Coppell Advisory Solutions LLC | 441 | $257.1K | 0.05% | +434+6,200.0% | Added |
| Naples Money Management LLC | 441 | $257.1K | 0.24% | +441 | New |
| Lifestyle Asset Management, Inc. | 442 | $257.7K | 0.14% | −567−56.2% | Reduced |
| Phoenix Wealth Advisors | 436 | $258.2K | 0.18% | +30+7.4% | Added |
| Peak Asset Management, LLC | 444 | $258.8K | 0.06% | +29+7.0% | Added |
| Slagle Financial, LLC | 890 | $259.0K | 0.15% | +445+100.0% | Added |
| Southeast Asset Advisors Inc. | 445 | $259.2K | 0.03% | −71−13.8% | Reduced |
| Independent Wealth Network Inc. | 445 | $259.4K | 0.14% | +10+2.3% | Added |
| One Charles Private Wealth Services, LLC | 445 | $259.4K | 0.14% | +45+11.3% | Added |
| Constitution Capital LLC | 445 | $259.4K | 0.16% | +445 | New |
| Peirce Capital Management, LLC | 445 | $259.4K | 0.16% | +445 | New |
| Lion Street Advisors, LLC | 446 | $260.5K | 0.11% | −5−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 41,276 | $261.0K | 0.06% | +26+0.1% | Added |
| Capstone Wealth Management Group, LLC | 449 | $261.7K | 0.25% | +70+18.5% | Added |
| SOL Capital Management CO | 450 | $262.0K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 450 | $262.3K | 0.03% | −41−8.4% | Reduced |
| Optimum Investment Advisors | 450 | $262.3K | 0.13% | −1−0.2% | Reduced |
| Prosperity Wealth Management, Inc. | 450 | $262.3K | 0.17% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 450 | $262.3K | 0.08% | 00.0% | Unchanged |
| Trust Co | 450 | $262.3K | 0.03% | +422+1,507.1% | Added |
| National Wealth Management Group, LLC | 451 | $262.7K | 0.25% | +451 | New |
| Manchester Financial Inc | 451 | $262.9K | 0.07% | +44+10.8% | Added |
| Ballast Advisors LLC | 452 | $263.5K | 0.10% | −133−22.7% | Reduced |
| Hohimer Wealth Management, LLC | 452 | $263.5K | 0.07% | +11+2.5% | Added |
| Dillon & Associates Inc | 452 | $264.0K | 0.05% | −19−4.0% | Reduced |
| M. Kulyk & Associates, LLC | 453 | $264.1K | 0.06% | −5−1.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 453 | $264.1K | 0.03% | +67+17.4% | Added |
| Harrell Investment Partners, LLC | 454 | $264.5K | 0.08% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 418 | $264.5K | 0.15% | +418 | New |
| Next Level Private LLC | 455 | $265.2K | 0.15% | −47−9.4% | Reduced |
| XR Securities LLC | 456 | $265.8K | 0.08% | +456 | New |
| Intellectus Partners, LLC | 456 | $265.9K | 0.08% | −7−1.5% | Reduced |
| Maltin Wealth Management, Inc. | 459 | $267.8K | 0.17% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 460 | $268.1K | 0.09% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 460 | $268.7K | 0.14% | +460 | New |
| Angeles Investment Advisors, LLC | 461 | $268.7K | 0.02% | +53+13.0% | Added |
| Foster Victor Wealth Advisors, LLC | 430 | $268.9K | 0.03% | −4−0.9% | Reduced |
| Montis Financial, LLC | 464 | $270.8K | 0.16% | +40+9.4% | Added |
| McIlrath & Eck, LLC | 465 | $270.9K | 0.05% | +66+16.5% | Added |
| FMA Wealth Management, LLC | 465 | $271.1K | 0.25% | +465 | New |
| Scarborough Advisors, LLC | 465 | $271.1K | 0.06% | +32+7.4% | Added |
| Empirical Asset Management, LLC | 465 | $271.1K | 0.22% | −181−28.0% | Reduced |
| Alpha Financial Partners, LLC | 465 | $271.2K | 0.27% | −4−0.9% | Reduced |
| Collaborative Wealth Managment Inc. | 466 | $271.6K | 0.15% | +466 | New |
| Highlander Capital Management, LLC | 467 | $272.2K | 0.10% | 00.0% | Unchanged |
| Hutchinson Capital Management | 468 | $272.8K | 0.06% | −3−0.6% | Reduced |
| Providence First Trust Co | 470 | $274.0K | 0.13% | +470 | New |
| KLR Investment Advisors, LLC | 470 | $274.0K | 0.20% | +470 | New |
| Am Investment Strategies LLC | 470 | $274.0K | 0.08% | +470 | New |
| Arrien Investments, Inc. | 471 | $274.6K | 0.24% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 473 | $275.7K | 0.05% | −33−6.5% | Reduced |
| Atlas Private Wealth Management | 474 | $276.3K | 0.13% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 474 | $276.3K | 0.22% | +474 | New |
| Eagle Global Advisors LLC | 475 | $276.9K | 0.02% | −17−3.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 475 | $276.9K | 0.11% | +475 | New |
| WestHill Financial Advisors, Inc. | 476 | $277.5K | 0.07% | −2−0.4% | Reduced |
| Cohen & Steers, Inc. | 477 | $278.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 477 | $278.1K | 0.20% | +477 | New |
| Garrison Point Advisors, LLC | 480 | $279.8K | 0.20% | −30−5.9% | Reduced |
| Willow Creek Wealth Management Inc. | 480 | $279.8K | 0.04% | +3+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 481 | $280.4K | 0.07% | +40+9.1% | Added |
| Parker Investment Management, LLC | 456 | $280.5K | 0.06% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 482 | $281.0K | 0.19% | +482 | New |
| Providence Capital Advisors, LLC | 483 | $281.6K | 0.07% | −5−1.0% | Reduced |
| Centennial Bank | 484 | $282.1K | 0.17% | −86−15.1% | Reduced |
| Gries Financial LLC | 485 | $282.7K | 0.06% | −114−19.0% | Reduced |
| Clifford Group, LLC | 485 | $282.7K | 0.26% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 487 | $282.8K | 0.19% | −14−2.8% | Reduced |
| Hengehold Capital Management LLC | 486 | $283.4K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 455 | $283.6K | 0.34% | −106−18.9% | Reduced |
| Cadent Capital Advisors, LLC | 488 | $284.2K | 0.14% | +11+2.3% | Added |
| Viawealth, LLC | 492 | $286.6K | 0.20% | −26−5.0% | Reduced |
| KFG Wealth Management, LLC | 492 | $286.7K | 0.13% | −100−16.9% | Reduced |
| Old Mission Investment Co LLC | 492 | $286.8K | 0.10% | −3−0.6% | Reduced |
| Northstar Advisory Group, LLC | 492 | $286.8K | 0.17% | +2+0.4% | Added |
| SNS Financial Group, LLC | 492 | $286.8K | 0.03% | +27+5.8% | Added |
| Simplicity Wealth,LLC | 492 | $286.9K | 0.11% | +492 | New |
| Houlihan Financial Resource Group, Ltd. | 493 | $287.0K | 0.14% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 494 | $288.0K | 0.02% | +11+2.3% | Added |
| Claret Asset Management Corp | 494 | $288.0K | 0.05% | +16+3.3% | Added |
| LongView Wealth Management | 461 | $288.6K | 0.13% | +461 | New |
| Northwest Investment Counselors, LLC | 496 | $289.1K | 0.08% | +12+2.5% | Added |
| Atwood & Palmer Inc | 497 | $289.7K | 0.02% | +102+25.8% | Added |
| Correct Capital Wealth Management | 499 | $290.9K | 0.07% | +499 | New |
| Martin Capital Partners, LLC | 500 | $291.0K | 0.12% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 500 | $291.5K | 0.08% | 00.0% | Unchanged |
| Ithaka Group LLC | 500 | $291.5K | 0.06% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 500 | $291.5K | 0.14% | 00.0% | Unchanged |
