| Five Pine Wealth Management | 202 | $232.7K | 0.13% | +202 | New |
| General Partner, Inc. | 202 | $233.2K | 0.13% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 202 | $233.6K | 0.08% | +202 | New |
| Ridgeline Wealth Planning, LLC | 203 | $234.3K | 0.15% | +203 | New |
| Ramirez Asset Management, Inc. | 203 | $234.6K | 0.02% | −52−20.4% | Reduced |
| Kickstand Ventures, LLC. | 204 | $235.0K | 0.04% | +204 | New |
| 5T Wealth, LLC | 204 | $235.5K | 0.09% | +204 | New |
| Defined Wealth Management, LLC | 204 | $235.5K | 0.12% | +204 | New |
| MTM Financial Group, LLC | 204 | $235.5K | 0.10% | +204 | New |
| Cadence Wealth Management LLC | 204 | $235.7K | 0.11% | +204 | New |
| TAGStone Capital, Inc. | 204 | $235.8K | 0.07% | +204 | New |
| Sara-Bay Financial | 205 | $236.6K | 0.06% | +205 | New |
| CGC Financial Services, LLC | 205 | $236.6K | 0.05% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 205 | $236.6K | 0.11% | +205 | New |
| GatePass Capital, LLC | 205 | $236.6K | 0.09% | +205 | New |
| Dimension Capital Management LLC | 206 | $237.8K | 0.03% | +206 | New |
| Tortoise Investment Management, LLC | 206 | $237.8K | 0.02% | +206 | New |
| Wilian Securities, LLC | 206 | $237.8K | 0.14% | +206 | New |
| Mountain Capital Investment Advisors, Inc | 207 | $238.5K | 0.03% | +207 | New |
| Endeavor Private Wealth, Inc. | 207 | $238.9K | 0.06% | +207 | New |
| Peterson Wealth Services | 207 | $238.9K | 0.05% | +207 | New |
| Evermay Wealth Management LLC | 207 | $239.1K | 0.02% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 208 | $240.1K | 0.18% | +208 | New |
| Limestone Investment Advisors LP | 208 | $240.1K | 0.12% | −461−68.9% | Reduced |
| Pitti Group Wealth Management, LLC | 208 | $240.1K | 0.17% | +208 | New |
| J.E. Simmons & Co., P.C. | 208 | $240.1K | 0.14% | +208 | New |
| Foguth Wealth Management, LLC. | 278 | $240.6K | 0.03% | +278 | New |
| SP Asset Management LLC | 209 | $240.8K | 0.02% | +209 | New |
| Rockland Trust Co | 209 | $241.2K | 0.01% | +209 | New |
| Montgomery Investment Management Inc | 209 | $241.3K | 0.07% | +209 | New |
| OxenFree Capital LLC | 258 | $242.2K | 0.11% | +258 | New |
| Sunrise Financial Services, LLC | 210 | $242.4K | 0.14% | −2−0.9% | Reduced |
| Castellan Group, LLC | 210 | $242.4K | 0.03% | +210 | New |
| BWM Planning, LLC | 210 | $242.4K | 0.06% | +210 | New |
| Awm Capital, LLC | 210 | $242.4K | 0.02% | +210 | New |
| Bonfire Financial | 211 | $243.3K | 0.16% | +211 | New |
| Duncker Streett & Co Inc | 211 | $243.6K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 211 | $243.6K | 0.05% | +30+16.6% | Added |
| ProVise Management Group, LLC | 211 | $244.1K | 0.02% | +211 | New |
| Briaud Financial Planning, Inc | 212 | $244.7K | 0.06% | +212 | New |
| Beacon Financial Planning, Inc | 212 | $244.7K | 0.08% | +212 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 212 | $244.7K | 0.11% | +212 | New |
| WoodTrust Financial Corp | 212 | $245.0K | 0.03% | +212 | New |
| BankPlus Wealth Management LLC | 213 | $245.2K | 0.11% | +213 | New |
| One Charles Private Wealth Services, LLC | 213 | $245.8K | 0.06% | +213 | New |
| OV Management LLC | 213 | $245.9K | 0.46% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 213 | $245.9K | 0.02% | +213 | New |
| Catalyst Investment Management LLC | 213 | $245.9K | 0.22% | +213 | New |
| Balance Wealth, LLC | 214 | $246.9K | 0.07% | +214 | New |
| Harfst & Associates, Inc. | 214 | $247.2K | 0.04% | +214 | New |
| Black Swift Group, LLC | 215 | $248.2K | 0.04% | +215 | New |
| Invested Advisors | 215 | $248.2K | 0.22% | +215 | New |
| LiftPoint Family Wealth Advisors LLC | 215 | $248.2K | 0.17% | +215 | New |
| Baltimore-Washington Financial Advisors, Inc. | 216 | $249.3K | 0.01% | +216 | New |
| Rasp Wealth Solutions, LLC | 216 | $249.3K | 0.08% | +216 | New |
| Koesten, Hirschmann & Crabtree, INC. | 216 | $249.8K | 0.10% | +216 | New |
| RiverGlades Family Offices LLC | 217 | $250.5K | 0.11% | +217 | New |
| Foronjy Financial LLC | 217 | $250.5K | 0.09% | +217 | New |
| REAP Financial Group, LLC | 217 | $250.5K | 0.04% | +217 | New |
| Heritage Wealth Architects, Inc. | 268 | $251.1K | 0.10% | −133−33.2% | Reduced |
| Colonial Trust Co | 218 | $251.1K | 0.03% | −37−14.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 218 | $251.2K | 0.07% | +218 | New |
| Southland Equity Partners LLC | 218 | $251.6K | 0.04% | +218 | New |
| Discipline Wealth Solutions, LLC | 218 | $251.6K | 0.02% | +218 | New |
| Oakwell Private Wealth Management, LLC | 218 | $251.9K | 0.04% | +218 | New |
| Beaird Harris Wealth Management, LLC | 219 | $252.5K | 0.02% | −28−11.3% | Reduced |
| Seven Springs Wealth Group, LLC | 219 | $252.8K | 0.06% | +219 | New |
| PCG Wealth Advisors, LLC | 219 | $252.8K | 0.06% | +219 | New |
| Sandro Wealth Management LLC | 219 | $252.8K | 0.18% | +219 | New |
| MKT Advisors LLC | 270 | $253.4K | 0.08% | +270 | New |
| First Pacific Financial | 220 | $253.9K | 0.03% | −35−13.7% | Reduced |
| Sand Hill Global Advisors, LLC | 220 | $253.9K | 0.01% | +220 | New |
| Richard P Slaughter Associates Inc | 220 | $253.9K | 0.05% | +220 | New |
| Cypress Capital Group | 221 | $255.1K | 0.02% | +221 | New |
| One Wealth Management Investment & Advisory Services, LLC | 221 | $255.1K | 0.27% | +221 | New |
| Littlejohn Financial Services, Inc. | 221 | $255.1K | 0.19% | +221 | New |
| Nelson Capital Management, LLC | 221 | $255.1K | 0.03% | +221 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 222 | $256.3K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 222 | $256.6K | 0.11% | +222 | New |
| Weil Company, Inc. | 224 | $258.1K | 0.05% | +224 | New |
| Pacific Capital Wealth Advisors, Inc | 224 | $258.6K | 0.04% | +224 | New |
| Johnson & White Wealth Management, LLC | 224 | $258.6K | 0.10% | +224 | New |
| Petix & Botte Co | 225 | $259.7K | 0.05% | +225 | New |
| Ables, Iannone, Moore & Associates, Inc. | 225 | $259.7K | 0.14% | +225 | New |
| Thoma Capital Management LLC | 225 | $259.7K | 0.14% | +225 | New |
| Breachway Investments LLC | 225 | $259.7K | 0.39% | +225 | New |
| Disciplined Investors, L.L.C. | 225 | $259.8K | 0.13% | +225 | New |
| ICW Investment Advisors LLC | 225 | $260.3K | 0.09% | +225 | New |
| NBT Bank N A | 226 | $260.9K | 0.02% | +10+4.6% | Added |
| Meyer Handelman Co | 226 | $260.9K | 0.01% | +226 | New |
| Ironvine Capital Partners, LLC | 226 | $260.9K | 0.02% | +226 | New |
| Forum Private Client Group LLC | 226 | $261.3K | 0.08% | +226 | New |
| Lountzis Asset Management, LLC | 227 | $262.0K | 0.08% | +227 | New |
| Raffa Wealth Management, LLC | 227 | $262.0K | 0.03% | +12+5.6% | Added |
| Trailhead Planners LLC | 227 | $262.0K | 0.25% | +227 | New |
| Frazier Financial Advisors, LLC | 228 | $263.1K | 0.13% | −100−30.5% | Reduced |
| WMG Financial Advisors, LLC | 228 | $263.2K | 0.10% | +228 | New |
| Twin City Private Wealth, LLC | 228 | $263.2K | 0.18% | +228 | New |
| Catalyst Private Wealth, LLC | 229 | $264.3K | 0.13% | +229 | New |
| VARCOV Co. | 229 | $264.3K | 0.10% | +229 | New |
