| Briaud Financial Planning, Inc | 146 | $129.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 161 | $131.7K | 0.04% | −2−1.2% | Reduced |
| Ashburton (Jersey) Ltd | 153 | $135.0K | 0.05% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 153 | $135.5K | 0.05% | −2−1.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 156 | $138.0K | 0.11% | −13−7.7% | Reduced |
| Abound Wealth Management | 157 | $139.4K | 0.05% | +8+5.4% | Added |
| Stone House Investment Management, LLC | 161 | $142.4K | 0.03% | −40−19.9% | Reduced |
| Financial Network Wealth Advisors LLC | 161 | $142.9K | 0.12% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 164 | $145.4K | 0.06% | −5−3.0% | Reduced |
| MB, Levis & Associates, LLC | 166 | $146.7K | 0.07% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 167 | $148.0K | 0.10% | +14+9.2% | Added |
| Morton Brown Family Wealth, LLC | 173 | $153.3K | 0.05% | +125+260.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 175 | $155.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 186 | $164.8K | 0.13% | −46−19.8% | Reduced |
| Stephens Consulting, LLC | 186 | $164.8K | 0.04% | +8+4.5% | Added |
| Old Point Trust & Financial Services N A | 188 | $166.6K | 0.06% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 196 | $173.6K | 0.09% | −33−14.4% | Reduced |
| New Millennium Group LLC | 198 | $175.1K | 0.11% | −4−2.0% | Reduced |
| Ulland Investment Advisors, LLC | 200 | $177.0K | 0.13% | −14−6.5% | Reduced |
| Northwest Capital Management Inc | 200 | $177.2K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $177.2K | 0.09% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 213 | $188.7K | 0.15% | −94−30.6% | Reduced |
| BBJS Financial Advisors, LLC | 215 | $190.5K | 0.07% | 00.0% | Unchanged |
| Kennebec Savings Bank | 219 | $194.0K | 0.19% | +219 | New |
| Sugarloaf Wealth Management, LLC | 220 | $194.9K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 220 | $194.9K | 0.04% | +1+0.5% | Added |
| Sachetta, LLC | 225 | $199.0K | 0.08% | −5−2.2% | Reduced |
| Charles Schwab Trust Co | 226 | $200.2K | 0.02% | −63−21.8% | Reduced |
| Clay Northam Wealth Management, LLC | 226 | $200.2K | 0.14% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 226 | $200.4K | 0.05% | 00.0% | Unchanged |
| Iron Financial, LLC | 227 | $200.8K | 0.11% | −69−23.3% | Reduced |
| Second Line Capital, LLC | 227 | $200.9K | 0.05% | +227 | New |
| SeaBridge Investment Advisors LLC | 227 | $201.1K | 0.05% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 228 | $202.0K | 0.10% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 228 | $202.0K | 0.15% | 00.0% | Unchanged |
| Carroll Investors, Inc | 228 | $202.0K | 0.13% | +228 | New |
| Archetype Wealth Partners | 228 | $202.0K | 0.03% | −48−17.4% | Reduced |
| Peak Financial Management, Inc. | 229 | $202.9K | 0.06% | −189−45.2% | Reduced |
| Mainstay Capital Management LLC | 229 | $203.1K | 0.03% | +229 | New |
| Bridgewealth Advisory Group, LLC | 230 | $203.8K | 0.07% | +230 | New |
| My Legacy Advisors, LLC | 231 | $204.7K | 0.08% | −20−8.0% | Reduced |
| Martin & Co Inc | 232 | $205.5K | 0.05% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 232 | $205.5K | 0.05% | +1+0.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 232 | $205.5K | 0.13% | +232 | New |
| Banco BTG Pactual S.A. | 233 | $206.4K | 0.05% | +233 | New |
| McCarthy & Cox | 233 | $206.6K | 0.08% | +233 | New |
| Bullseye Investment Management, LLC | 249 | $207.0K | 0.12% | −52−17.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 254 | $207.7K | 0.05% | +16+6.7% | Added |
| Riversedge Advisors, LLC | 235 | $208.2K | 0.05% | −13−5.2% | Reduced |
| Opes Wealth Management LLC | 236 | $209.1K | 0.04% | +1+0.4% | Added |
| Arbor Investment Advisors, LLC | 237 | $209.7K | 0.03% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 237 | $209.7K | 0.11% | +237 | New |
| Jim Saulnier & Associates, LLC | 237 | $210.0K | 0.21% | +237 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 237 | $210.5K | 0.05% | +12+5.3% | Added |
| Northern Capital Management, Inc. | 238 | $210.9K | 0.13% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 239 | $211.7K | 0.12% | −11−4.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 239 | $211.7K | 0.04% | −2−0.8% | Reduced |
| Silicon Valley Capital Partners | 239 | $212.2K | 0.03% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 240 | $212.6K | 0.09% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 241 | $213.5K | 0.05% | +241 | New |
| SGL Investment Advisors, Inc. | 272 | $213.9K | 0.11% | +272 | New |
| Elite Life Management LLC | 242 | $214.7K | 0.70% | +5+2.1% | Added |
| Well Done, LLC | 243 | $215.3K | 0.04% | −148−37.9% | Reduced |
| Heartwood Wealth Advisors LLC | 244 | $216.2K | 0.02% | −43−15.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 244 | $216.5K | 0.12% | +244 | New |
| Alpha Financial Partners, LLC | 245 | $217.1K | 0.15% | −212−46.4% | Reduced |
| Ehrlich Financial Group | 245 | $217.1K | 0.15% | +9+3.8% | Added |
| Shared Vision Wealth Group LLC | 246 | $217.6K | 0.12% | +1+0.4% | Added |
| Koa Wealth Management, LLC | 246 | $217.9K | 0.17% | +7+2.9% | Added |
| Biltmore Wealth Management, LLC | 246 | $218.3K | 0.09% | +5+2.1% | Added |
| Cahill Financial Advisors Inc | 247 | $218.8K | 0.03% | +26+11.8% | Added |
| Duncan Williams Asset Management, LLC | 247 | $218.8K | 0.12% | +247 | New |
| Sierra Capital LLC | 247 | $219.0K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 247 | $219.2K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 248 | $219.5K | 0.16% | +11+4.6% | Added |
| Flagstone Financial Management | 248 | $219.7K | 0.07% | +248 | New |
| Benchmark Investment Advisors LLC | 249 | $220.6K | 0.16% | 00.0% | Unchanged |
| Holistic Planning, LLC | 249 | $220.7K | 0.09% | −19−7.1% | Reduced |
| Montz Harcus Wealth Management LLC | 249 | $220.9K | 0.13% | −1−0.4% | Reduced |
| Financial Insights, Inc. | 250 | $221.5K | 0.07% | −49−16.4% | Reduced |
| Stonehearth Capital Management, LLC | 250 | $221.5K | 0.09% | −15−5.7% | Reduced |
| Litman Gregory Asset Management LLC | 250 | $221.5K | 0.02% | 00.0% | Unchanged |
| Harbor Group, Inc. | 250 | $221.6K | 0.05% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 251 | $222.3K | 0.08% | +251 | New |
| Prism Advisors, Inc. | 251 | $222.4K | 0.06% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 251 | $222.4K | 0.15% | +251 | New |
| Allied Investment Advisors, LLC | 252 | $222.8K | 0.04% | −17−6.3% | Reduced |
| FMB Wealth Management | 252 | $223.3K | 0.13% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 252 | $223.5K | 0.03% | +1+0.4% | Added |
| Gen-Wealth Partners Inc | 264 | $223.6K | 0.10% | −80−23.3% | Reduced |
| Waterfront Wealth Inc. | 248 | $224.0K | 0.05% | +248 | New |
| O'Connor Financial Group LLC | 253 | $224.1K | 0.12% | −4−1.6% | Reduced |
| Morling Financial Advisors, LLC | 254 | $225.0K | 0.09% | +1+0.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 255 | $225.9K | 0.14% | −26−9.3% | Reduced |
| Tradewinds Capital Management, LLC | 255 | $225.9K | 0.06% | −15−5.6% | Reduced |
| Ackerman Capital Advisors, LLC | 257 | $227.7K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 257 | $227.7K | 0.19% | +12+4.9% | Added |
| 1858 Wealth Management, LLC | 258 | $228.6K | 0.19% | −66−20.4% | Reduced |
| Strategic Point Investment Advisors, LLC | 258 | $228.6K | 0.04% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 259 | $229.3K | 0.08% | 00.0% | Unchanged |
