| Pinkerton Retirement Specialists, LLC | 270 | $262.3K | 0.04% | −178−39.7% | Reduced |
| New Jersey Better Educational Savings Trust | 270 | $262.3K | 0.50% | 00.0% | Unchanged |
| Arden Trust Co | 269 | $261.4K | 0.04% | −6−2.2% | Reduced |
| Destination Wealth Management | 268 | $260.4K | 0.01% | +1+0.4% | Added |
| Wambolt & Associates, LLC | 265 | $260.3K | 0.08% | +265 | New |
| Field & Main Bank | 267 | $259.4K | 0.10% | +17+6.8% | Added |
| Country Club Bank | 265 | $257.5K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 265 | $257.0K | 0.11% | −5−1.9% | Reduced |
| Belmont Capital, LLC | 264 | $256.5K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 264 | $256.5K | 0.02% | +264 | New |
| Private Capital Management LLC | 263 | $255.5K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 263 | $255.5K | 0.05% | +263 | New |
| Altfest L J & Co Inc | 263 | $255.0K | 0.04% | +263 | New |
| Callahan Advisors, LLC | 262 | $254.6K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 262 | $254.6K | 0.02% | +262 | New |
| Bensler, LLC | 262 | $254.6K | 0.04% | +262 | New |
| Relyea Zuckerberg Hanson LLC | 261 | $253.6K | 0.04% | +261 | New |
| Breakwater Capital Group | 261 | $253.6K | 0.06% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 259 | $252.1K | 0.10% | +1+0.4% | Added |
| DRW Securities, LLC | 259 | $251.6K | 0.01% | −423−62.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 258 | $250.9K | 0.01% | −9−3.4% | Reduced |
| First Trust Investment Solutions L.P. | 258 | $250.7K | 0.04% | +258 | New |
| 49 Wealth Management, LLC | 254 | $249.4K | 0.05% | +254 | New |
| Wealth Management Associates, Inc. | 234 | $249.2K | 0.12% | −44−15.8% | Reduced |
| AlTi Global, Inc. | 255 | $248.3K | 0.01% | +255 | New |
| Gen-Wealth Partners Inc | 255 | $247.8K | 0.12% | +255 | New |
| Teamwork Financial Advisors, LLC | 254 | $246.8K | 0.04% | −21−7.6% | Reduced |
| New Hampshire Trust | 254 | $246.8K | 0.06% | −5−1.9% | Reduced |
| Successful Portfolios LLC | 254 | $246.8K | 0.17% | +254 | New |
| Cyndeo Wealth Partners, LLC | 253 | $245.8K | 0.02% | +253 | New |
| Roman Butler Fullerton & Co | 283 | $245.7K | 0.09% | +283 | New |
| Invenio Wealth Partners LLC | 252 | $244.8K | 0.13% | +252 | New |
| Interchange Capital Partners, LLC | 252 | $244.6K | 0.16% | −16−6.0% | Reduced |
| Avaii Wealth Management, LLC | 252 | $244.4K | 0.14% | −32−11.3% | Reduced |
| Relative Value Partners Group, LLC | 296 | $244.3K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 251 | $243.9K | 0.07% | +251 | New |
| Vicus Capital | 251 | $243.4K | 0.02% | +251 | New |
| Enterprise Bank & Trust Co | 250 | $242.9K | 0.08% | +250 | New |
| Cornerstone Wealth Group, LLC | 250 | $242.9K | 0.02% | +250 | New |
| Affinity Capital Advisors, LLC | 250 | $242.9K | 0.05% | +250 | New |
| Keystone Wealth Services, LLC | 249 | $241.5K | 0.08% | +249 | New |
| Kapitalo Investimentos Ltda | 247 | $240.0K | 0.05% | −142−36.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 264 | $239.4K | 0.21% | +264 | New |
| WBI Investments | 246 | $239.0K | 0.05% | +246 | New |
| Winch Advisory Services, LLC | 246 | $238.5K | 0.07% | +1+0.4% | Added |
| Journey Advisory Group, LLC | 245 | $238.1K | 0.03% | +245 | New |
| Ewa, LLC | 260 | $237.8K | 0.11% | +20+8.3% | Added |
| Moss Adams Wealth Advisors LLC | 243 | $236.6K | 0.04% | +243 | New |
| Hudock, Inc. | 243 | $236.4K | 0.05% | +243 | New |
| Epic Trust Investment Advisors, LLC | 242 | $235.1K | 0.29% | +242 | New |
| LifePlan Financial, LLC | 242 | $235.1K | 0.22% | −37−13.3% | Reduced |
| Anchor Investment Management, LLC | 242 | $235.1K | 0.02% | −15−5.8% | Reduced |
| Main Street Research LLC | 241 | $234.6K | 0.02% | +241 | New |
| 9258 Wealth Management, LLC | 241 | $234.1K | 0.04% | −35−12.7% | Reduced |
| La Financiere de L'Echiquier | 240 | $233.2K | 0.01% | −35−12.7% | Reduced |
| Tucker Asset Management LLC | 240 | $233.2K | 0.05% | +239+23,900.0% | Added |
| Kennicott Capital Management LLC | 240 | $233.2K | 0.10% | +240 | New |
| Purus Wealth Management, LLC | 239 | $232.2K | 0.11% | +239 | New |
| Gsa Capital Partners LLP | 239 | $232.0K | 0.02% | −87−26.7% | Reduced |
| Berger Financial Group, Inc | 239 | $231.8K | 0.02% | +239 | New |
| Jacobsen Capital Management | 238 | $231.2K | 0.11% | +238 | New |
| Ballast Advisors LLC | 238 | $231.2K | 0.08% | +238 | New |
| Advisor OS, LLC | 238 | $230.9K | 0.03% | +238 | New |
| TCI Wealth Advisors, Inc. | 236 | $229.3K | 0.02% | +236 | New |
| Barings LLC | 236 | $229.3K | 0.01% | +236 | New |
| Logan Capital Management Inc | 235 | $228.3K | 0.01% | −3−1.3% | Reduced |
| Evermay Wealth Management LLC | 234 | $227.6K | 0.03% | −1−0.4% | Reduced |
| Barrett & Company, Inc. | 234 | $227.5K | 0.11% | −227−49.2% | Reduced |
| Spears Abacus Advisors LLC | 234 | $227.3K | 0.00% | +234 | New |
| Garrison Asset Management, LLC | 232 | $225.4K | 0.12% | +232 | New |
| Summit Financial, LLC | 231 | $224.9K | 0.01% | −69−23.0% | Reduced |
| American National Bank | 230 | $223.5K | 0.03% | +8+3.6% | Added |
| Bradley Foster & Sargent Inc | 230 | $223.5K | 0.00% | +230 | New |
| Plancorp, LLC | 228 | $221.5K | 0.01% | −35−13.3% | Reduced |
| Aspiriant, LLC | 228 | $221.5K | 0.01% | +228 | New |
| REDW Wealth LLC | 227 | $220.5K | 0.06% | +227 | New |
| Wealth Architects, LLC | 227 | $220.5K | 0.03% | +227 | New |
| MONECO Advisors, LLC | 226 | $219.6K | 0.03% | +226 | New |
| Beacon Financial Advisory LLC | 226 | $219.2K | 0.11% | +226 | New |
| Journey Strategic Wealth LLC | 225 | $218.9K | 0.01% | +225 | New |
| One Capital Management, LLC | 223 | $216.7K | 0.01% | +223 | New |
| First County Bank | 223 | $216.7K | 0.11% | +223 | New |
| Sterling Financial Planning, Inc. | 222 | $215.7K | 0.09% | +222 | New |
| Quadrant Private Wealth Management, LLC | 221 | $215.2K | 0.05% | +221 | New |
| Ssi Investment Management LLC | 221 | $214.7K | 0.02% | +221 | New |
| BCS Wealth Management | 220 | $214.0K | 0.07% | +220 | New |
| 1858 Wealth Management, LLC | 272 | $213.0K | 0.20% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 219 | $212.8K | 0.01% | −40−15.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 219 | $212.8K | 0.05% | +3+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 218 | $211.7K | 0.02% | +218 | New |
| Caldwell Sutter Capital, Inc. | 217 | $210.8K | 0.10% | −9−4.0% | Reduced |
| Aprio Wealth Management, LLC | 217 | $210.5K | 0.04% | +217 | New |
| Parthenon LLC | 216 | $209.9K | 0.03% | +216 | New |
| Carmichael Hill & Associates, Inc. | 215 | $208.9K | 0.09% | −4−1.8% | Reduced |
| Oak Grove Capital LLC | 214 | $208.0K | 0.06% | +214 | New |
| Claret Asset Management Corp | 214 | $208.0K | 0.03% | +214 | New |
| Oxford Financial Group Ltd | 214 | $207.9K | 0.01% | +214 | New |
| BCJ Capital Management, LLC | 213 | $206.9K | 0.02% | +213 | New |
| Welch Group, LLC | 213 | $206.6K | 0.01% | +213 | New |
| Mesirow Financial Investment Management, Inc. | 211 | $205.9K | 0.00% | +211 | New |