| Caldwell Sutter Capital, Inc. | 705 | $245.2K | 0.22% | +705 | New |
| Riverview Trust Co | 706 | $245.0K | 0.23% | −79−10.1% | Reduced |
| Clean Yield Group | 703 | $244.5K | 0.10% | −17−2.4% | Reduced |
| Phoenix Wealth Advisors | 700 | $243.4K | 0.15% | +700 | New |
| MRP Capital Investments, LLC | 700 | $243.4K | 0.27% | +700 | New |
| Main Street Research LLC | 699 | $243.1K | 0.06% | −276−28.3% | Reduced |
| Old North State Wealth Management, LLC | 697 | $242.8K | 0.24% | +697 | New |
| Roberts Glore & Co Inc | 698 | $242.7K | 0.08% | +698 | New |
| Alera Investment Advisors, LLC | 697 | $242.4K | 0.06% | −27−3.7% | Reduced |
| Cantor Fitzgerald, L. P. | 695 | $242.0K | 0.01% | −2,563−78.7% | Reduced |
| Smith Anglin Financial, LLC | 696 | $242.0K | 0.05% | +696 | New |
| Tower View Investment Management & Research LLC | 694 | $241.0K | 0.17% | −1−0.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 691 | $240.4K | 0.10% | −26−3.6% | Reduced |
| Hillsdale Investment Management Inc. | 691 | $240.3K | 0.02% | +75+12.2% | Added |
| Tremblant Capital Group | 691 | $240.3K | 0.02% | +691 | New |
| Vectors Research Management, LLC | 689 | $240.0K | 0.06% | +689 | New |
| Wagner Wealth Management, LLC | 690 | $239.9K | 0.15% | +65+10.4% | Added |
| HNP Capital LLC | 689 | $239.6K | 0.07% | +689 | New |
| HHM Wealth Advisors, LLC | 688 | $239.2K | 0.05% | −70−9.2% | Reduced |
| CM Wealth Advisors LLC | 688 | $239.2K | 0.12% | +688 | New |
| Meritage Group LP | 686 | $239.0K | 0.01% | +686 | New |
| Saiph Capital, LLC | 684 | $237.9K | 0.16% | +684 | New |
| Strategic Wealth Partners, Ltd. | 684 | $237.8K | 0.04% | +684 | New |
| Alpha Financial Partners, LLC | 684 | $237.7K | 0.29% | +684 | New |
| Gateway Wealth Partners, LLC | 682 | $237.3K | 0.04% | +682 | New |
| Harbor Group, Inc. | 682 | $237.0K | 0.15% | +682 | New |
| Weaver Consulting Group | 681 | $236.8K | 0.12% | +681 | New |
| JJJ Advisors Inc. | 621 | $235.9K | 0.07% | +216+53.3% | Added |
| Braun-Bostich & Associates Inc. | 678 | $235.8K | 0.68% | +678 | New |
| Quilter Plc | 677 | $235.4K | 0.01% | +677 | New |
| Octavia Wealth Advisors, LLC | 676 | $235.2K | 0.06% | −103−13.2% | Reduced |
| Well Done, LLC | 674 | $234.3K | 0.05% | −110−14.0% | Reduced |
| Colonial River Wealth Management, LLC | 673 | $234.0K | 0.15% | +673 | New |
| ExodusPoint Capital Management, LP | 674 | $234.0K | 0.00% | −45,580−98.5% | Reduced |
| CFS Investment Advisory Services, LLC | 674 | $234.0K | 0.05% | −114,484−99.4% | Reduced |
| Operose Advisors LLC | 672 | $233.7K | 0.12% | +222+49.3% | Added |
| Tandem Capital Management Corp | 670 | $233.0K | 0.18% | +6+0.9% | Added |
| Black Diamond Financial, LLC | 667 | $231.9K | 0.08% | +667 | New |
| Horan Capital Advisors, LLC. | 666 | $231.6K | 0.10% | +666 | New |
| Teamwork Financial Advisors, LLC | 663 | $230.6K | 0.05% | +663 | New |
| Callahan Advisors, LLC | 663 | $230.5K | 0.03% | −45−6.4% | Reduced |
| Global Financial Private Client, LLC | 658 | $228.8K | 0.13% | +11+1.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 657 | $228.5K | 0.02% | −128−16.3% | Reduced |
| Independent Wealth Network Inc. | 657 | $228.5K | 0.16% | +657 | New |
| Mach-1 Financial Group, Inc. | 654 | $227.4K | 0.11% | 00.0% | Unchanged |
| Carlson Capital Management | 650 | $226.0K | 0.02% | +650 | New |
| SNS Financial Group, LLC | 647 | $224.9K | 0.03% | +647 | New |
| SageView Advisory Group, LLC | 645 | $224.2K | 0.02% | +645 | New |
| Invictus Private Wealth, LLC | 640 | $222.5K | 0.03% | +640 | New |
| Townsend & Associates, Inc | 600 | $222.5K | 0.11% | +600 | New |
| MUFG Securities EMEA plc | 637 | $222.0K | 0.00% | −660−50.9% | Reduced |
| Garner Asset Management Corp | 639 | $222.0K | 0.11% | +639 | New |
| Meredith Wealth Planning | 636 | $221.2K | 0.19% | +636 | New |
| Cherrydale Wealth Management, LLC | 633 | $220.3K | 0.18% | +633 | New |
| WealthBridge Investment Counsel Inc. | 632 | $220.0K | 0.10% | +632 | New |
| Freedom Day Solutions, LLC | 631 | $219.3K | 0.11% | +631 | New |
| Bickling Financial Services, Inc. | 628 | $218.4K | 0.14% | +628 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 626 | $217.7K | 0.12% | +626 | New |
| KCS Wealth Advisory | 625 | $217.3K | 0.09% | −324−34.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 625 | $217.3K | 0.15% | +625 | New |
| Gilman Hill Asset Management, LLC | 623 | $216.6K | 0.04% | −1,166−65.2% | Reduced |
| Planning Directions Inc | 622 | $216.0K | 0.16% | +622 | New |
| BlackDiamond Wealth Management Inc. | 581 | $215.6K | 0.24% | +581 | New |
| Cooper/Haims Advisors, LLC | 617 | $215.0K | 0.15% | +617 | New |
| Monticello Wealth Management, LLC | 618 | $214.9K | 0.02% | +618 | New |
| Capital Investment Counsel, Inc | 614 | $213.5K | 0.05% | +614 | New |
| Nadler Financial Group, Inc. | 614 | $213.5K | 0.04% | +614 | New |
| XML Financial, LLC | 614 | $213.4K | 0.03% | +614 | New |
| Zullo Investment Group, Inc. | 613 | $213.3K | 0.13% | +1+0.2% | Added |
| Northstar Group, Inc. | 613 | $213.2K | 0.06% | +613 | New |
| Peterson Wealth Advisors, LLC | 613 | $213.1K | 0.06% | +613 | New |
| Castle Wealth Management LLC | 612 | $212.8K | 0.13% | −113−15.6% | Reduced |
| Hoylecohen, LLC | 612 | $212.7K | 0.02% | +612 | New |
| KFA Private Wealth Group, LLC | 611 | $212.3K | 0.11% | +611 | New |
| Successful Portfolios LLC | 611 | $212.0K | 0.14% | −308−33.5% | Reduced |
| Janney Capital Management LLC | 609 | $212.0K | 0.02% | +609 | New |
| West Bancorporation Inc | 609 | $211.8K | 0.16% | −37−5.7% | Reduced |
| Darwin Advisors, LLC | 563 | $211.5K | 0.05% | +563 | New |
| Element Pointe Advisors, LLC | 608 | $211.4K | 0.08% | −552−47.6% | Reduced |
| Coastal Bridge Advisors, LLC | 608 | $211.4K | 0.06% | +608 | New |
| Unique Wealth, LLC | 607 | $211.0K | 0.11% | +607 | New |
| Lodestar Private Asset Management LLC | 606 | $210.7K | 0.04% | +606 | New |
| Colonial Trust Co | 604 | $210.0K | 0.06% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 603 | $209.5K | 0.18% | +603 | New |
| Fusion Family Wealth LLC | 602 | $209.3K | 0.03% | +602 | New |
| RE Dickinson Investment Advisors, LLC | 600 | $209.0K | 0.09% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 601 | $209.0K | 0.16% | +601 | New |
| American Asset Management Inc. | 600 | $208.6K | 0.24% | +600 | New |
| Old Mission Investment Co LLC | 600 | $208.6K | 0.09% | +600 | New |
| Ted Buchan & Co | 597 | $207.6K | 0.19% | +597 | New |
| Safeguard Investment Advisory Group, LLC | 596 | $207.1K | 0.13% | +596 | New |
| Barrett & Company, Inc. | 595 | $207.1K | 0.14% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 589 | $204.8K | 0.07% | +589 | New |
| Cutter & CO Brokerage, Inc. | 587 | $204.1K | 0.07% | +587 | New |
| Fountainhead AM, LLC | 586 | $204.0K | 0.09% | +586 | New |
| Polaris Wealth Advisory Group, LLC | 537 | $203.1K | 0.02% | +537 | New |
| Global Strategic Investment Solutions, LLC | 584 | $203.1K | 0.01% | +584 | New |
| Rooted Wealth Advisors, Inc. | 583 | $203.0K | 0.17% | +583 | New |
| Traynor Capital Management, Inc. | 584 | $202.9K | 0.04% | −182−23.8% | Reduced |
| Norris Perne & French LLP | 583 | $202.6K | 0.02% | +583 | New |
