| Penobscot Wealth Management | 353 | $260.4K | 0.09% | −14−3.8% | Reduced |
| Peak Financial Management, Inc. | 353 | $260.5K | 0.07% | −154−30.4% | Reduced |
| Everstar Asset Management, LLC | 353 | $260.5K | 0.16% | −11−3.0% | Reduced |
| Hanson & Doremus Investment Management | 353 | $261.0K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 340 | $261.2K | 0.18% | −98−22.4% | Reduced |
| Atwater Malick LLC | 354 | $261.3K | 0.08% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 354 | $261.3K | 0.17% | 00.0% | Unchanged |
| Miramar Capital, LLC | 355 | $262.0K | 0.06% | +355 | New |
| Long Road Investment Counsel, LLC | 355 | $262.2K | 0.10% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 365 | $262.5K | 0.13% | +365 | New |
| Kinloch Capital, LLC | 356 | $262.6K | 0.12% | −3−0.8% | Reduced |
| Clientfirst Wealth Management, LLC | 356 | $262.8K | 0.27% | 00.0% | Unchanged |
| Kure Advisory, LLC | 358 | $264.2K | 0.18% | +4+1.1% | Added |
| Harbor Advisory Corp | 359 | $265.0K | 0.08% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 359 | $265.2K | 0.21% | −2−0.6% | Reduced |
| Lifelong Wealth Advisors, Inc. | 360 | $265.7K | 0.09% | +360 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 361 | $266.4K | 0.06% | +361 | New |
| Anchor Capital Advisors LLC | 362 | $267.2K | 0.01% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 364 | $268.7K | 0.65% | 00.0% | Unchanged |
| Gibson Capital, LLC | 365 | $269.4K | 0.05% | −285−43.8% | Reduced |
| Heritage Wealth Management, Inc. | 366 | $270.1K | 0.09% | +366 | New |
| Refined Wealth Management | 368 | $271.6K | 0.19% | +368 | New |
| Siligmueller & Norvid Wealth Advisors LLC | 387 | $272.0K | 0.11% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 371 | $273.8K | 0.03% | +47+14.5% | Added |
| Strategic Planning, Inc. | 372 | $274.5K | 0.16% | −34−8.4% | Reduced |
| Tandem Investment Advisors, Inc. | 373 | $275.0K | 0.01% | −793−68.0% | Reduced |
| Foundation Wealth Management, LLC | 374 | $275.9K | 0.19% | +22+6.3% | Added |
| von Borstel & Associates, Inc. | 356 | $276.0K | 0.07% | +46+14.8% | Added |
| Puzo Michael J | 375 | $276.8K | 0.08% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 375 | $276.8K | 0.00% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 375 | $276.8K | 0.15% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 399 | $277.4K | 0.10% | +399 | New |
| Wealth Watch Advisors, INC | 871 | $278.0K | 0.17% | +871 | New |
| Barry Investment Advisors, LLC | 377 | $278.4K | 0.07% | −1−0.3% | Reduced |
| NDWM LLC | 379 | $279.4K | 0.20% | +6+1.6% | Added |
| Kelly Financial Services LLC | 379 | $280.0K | 0.08% | −4−1.0% | Reduced |
| Wallace Advisory Group, LLC | 486 | $280.1K | 0.20% | +486 | New |
| MOKAN Wealth Management Inc. | 379 | $280.8K | 0.16% | +9+2.4% | Added |
| Integrated Capital Management, LLC | 394 | $281.0K | 0.13% | −8−2.0% | Reduced |
| Tucker Asset Management LLC | 381 | $281.3K | 0.09% | −18−4.5% | Reduced |
| Ironwood Financial, llc | 489 | $282.0K | 0.06% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 383 | $282.7K | 0.73% | −983−72.0% | Reduced |
| Tenon Financial LLC | 493 | $284.1K | 0.13% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 385 | $284.2K | 0.18% | +385 | New |
| Powers Advisory Group, LLC | 386 | $284.8K | 0.13% | +386 | New |
| Kropog Financial Group, LLC | 386 | $284.8K | 0.25% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 386 | $284.9K | 0.09% | −100−20.6% | Reduced |
| Corepath Wealth Partners LLC | 397 | $285.4K | 0.24% | +397 | New |
| Forza Wealth Management, LLC | 387 | $285.6K | 0.12% | −5−1.3% | Reduced |
| Littlejohn Financial Services, Inc. | 388 | $286.4K | 0.22% | +388 | New |
| Veritas Investment Partners (UK) Ltd. | 388 | $286.4K | 0.01% | −78−16.7% | Reduced |
| PCG Wealth Advisors, LLC | 389 | $287.3K | 0.15% | +3+0.8% | Added |
| Bullock Wealth Management Group | 400 | $288.0K | 0.15% | −19−4.5% | Reduced |
| TruNorth Capital Management, LLC | 391 | $288.6K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 392 | $289.3K | 0.20% | +392 | New |
| Brogan Financial, Inc. | 392 | $289.5K | 0.13% | −40−9.3% | Reduced |
| Legacy Financial Group LLC | 392 | $289.6K | 0.04% | 00.0% | Unchanged |
| Sheridan Capital Management, LLC | 393 | $289.7K | 0.20% | +393 | New |
| Verde Capital Management | 393 | $289.9K | 0.07% | +393 | New |
| Wealthcare Capital Management LLC | 393 | $290.1K | 0.03% | −486−55.3% | Reduced |
| Keystone Global Partners, LLC | 394 | $290.8K | 0.16% | +286+264.8% | Added |
| Chapman Investment Management, LLC | 394 | $290.8K | 0.20% | +394 | New |
| DDFG, Inc | 394 | $290.8K | 0.07% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 394 | $290.8K | 0.09% | −8−2.0% | Reduced |
| Scarborough Advisors, LLC | 394 | $291.0K | 0.06% | +17+4.5% | Added |
| Inman Jager Wealth Management, LLC | 395 | $291.5K | 0.20% | +9+2.3% | Added |
| Corundum Group, Inc. | 395 | $291.5K | 0.13% | +395 | New |
| Norris Financial Group, LLC | 395 | $291.5K | 0.12% | +395 | New |
| Cottonwood Capital Advisors, LLC | 397 | $293.0K | 0.20% | +397 | New |
| Brand Asset Management Group, Inc. | 398 | $293.9K | 0.11% | −25−5.9% | Reduced |
| Investors Research Corp | 399 | $294.5K | 0.06% | +99+33.0% | Added |
| Compass Financial Group, INC | 400 | $294.9K | 0.05% | −7−1.7% | Reduced |
| Intrepid Financial Planning Group LLC | 400 | $295.2K | 0.12% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 400 | $295.2K | 0.11% | +18+4.7% | Added |
| Owen LaRue, LLC | 400 | $295.5K | 0.13% | +9+2.3% | Added |
| Investment Partners, Ltd. | 401 | $295.9K | 0.11% | −10−2.4% | Reduced |
| Sonoma Private Wealth LLC | 401 | $296.0K | 0.36% | +401 | New |
| IronBridge Private Wealth, LLC | 401 | $296.0K | 0.10% | −128−24.2% | Reduced |
| HRC Wealth Management, LLC | 401 | $296.1K | 0.16% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 402 | $296.7K | 0.06% | −5,686−93.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 402 | $296.7K | 0.01% | +19+5.0% | Added |
| Ambassador Advisors, LLC | 402 | $296.7K | 0.05% | +402 | New |
| Requisite Capital Management, LLC | 402 | $296.7K | 0.06% | +402 | New |
| Advisors Management Group Inc | 402 | $297.0K | 0.06% | −8−2.0% | Reduced |
| WPWealth LLP | 403 | $297.4K | 0.05% | −8−1.9% | Reduced |
| Uncommon Cents Investing LLC | 403 | $297.4K | 0.08% | 00.0% | Unchanged |
| Resolute Wealth Advisor, Inc. | 521 | $298.1K | 0.17% | +521 | New |
| Ironsides Asset Advisors, LLC | 404 | $298.2K | 0.09% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 405 | $298.9K | 0.25% | +10+2.5% | Added |
| Jordan Park Trust Co LLC | 406 | $299.7K | 0.28% | −10−2.4% | Reduced |
| Heritage Oak Wealth Advisors LLC | 406 | $299.7K | 0.12% | +10+2.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 406 | $299.7K | 0.16% | +11+2.8% | Added |
| V. M. Manning & Co., Inc. | 405 | $299.7K | 0.33% | +405 | New |
| RD Lewis Holdings, Inc. | 394 | $300.2K | 0.30% | +394 | New |
| Tepp RIA, LLC | 407 | $300.6K | 0.39% | −8−1.9% | Reduced |
| North Berkeley Wealth Management, LLC | 408 | $301.1K | 0.28% | +408 | New |
| Family Legacy Financial Solutions, LLC | 408 | $301.5K | 0.26% | +408 | New |
| Cadent Capital Advisors, LLC | 408 | $301.5K | 0.10% | −1−0.2% | Reduced |
| Transce3nd, LLC | 408 | $301.5K | 0.13% | +26+6.8% | Added |
| Holos Integrated Wealth LLC | 392 | $301.6K | 0.18% | 00.0% | Unchanged |
