| Bourgeon Capital Management LLC | 488 | $563.3K | 0.08% | −6,321−92.8% | Reduced |
| Prosperity Financial Group, Inc. | 488 | $563.3K | 0.17% | +488 | New |
| Vista Investment Partners II, LLC | 488 | $563.3K | 0.22% | +488 | New |
| Howard Bailey Securities, LLC | 488 | $563.3K | 0.21% | +488 | New |
| FF Advisors,LLC | 485 | $560.0K | 0.21% | +485 | New |
| Salomon & Ludwin, LLC | 541 | $558.5K | 0.05% | +28+5.5% | Added |
| Atlas Brown,Inc. | 482 | $556.9K | 0.15% | +482 | New |
| Hilton Head Capital Partners, LLC | 482 | $556.4K | 0.28% | −50−9.4% | Reduced |
| Acorn Wealth Advisors, LLC | 480 | $554.4K | 0.14% | +480 | New |
| Lafayette Investments, Inc. | 480 | $554.1K | 0.10% | −145−23.2% | Reduced |
| Poinciana Advisors Group, LLC | 480 | $554.1K | 0.41% | +480 | New |
| Advance Capital Management, Inc. | 479 | $553.4K | 0.02% | +479 | New |
| Rubicon Advisors, GP | 479 | $552.9K | 0.40% | +479 | New |
| Two Sigma Securities, LLC | 478 | $551.8K | 0.05% | −3,938−89.2% | Reduced |
| Guidance Capital, Inc | 645 | $550.7K | 0.12% | −28−4.2% | Reduced |
| San Luis Wealth Advisors LLC | 476 | $549.8K | 0.08% | −120−20.1% | Reduced |
| Exchange Bank | 476 | $549.4K | 0.34% | +476 | New |
| Verus Financial Partners, Inc. | 476 | $549.4K | 0.05% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 475 | $548.3K | 0.03% | −175−26.9% | Reduced |
| Corsicana & Co. | 474 | $547.1K | 0.27% | 00.0% | Unchanged |
| Investor AB | 470 | $542.5K | 0.00% | +470 | New |
| BostonPremier Wealth LLC | 470 | $542.5K | 0.23% | +470 | New |
| Precedent Wealth Partners, LLC | 469 | $541.4K | 0.09% | +469 | New |
| Summit Financial Wealth Advisors, LLC | 468 | $540.5K | 0.07% | +468 | New |
| Clarion Wealth Managment Partners, LLC | 468 | $540.5K | 0.44% | +468 | New |
| Fortis Group Advisors, LLC | 468 | $540.2K | 0.09% | −103−18.0% | Reduced |
| Community Bank, N.A. | 468 | $540.2K | 0.06% | +126+36.8% | Added |
| Acorn Creek Capital LLC | 467 | $539.1K | 0.18% | +467 | New |
| Markin Asset Management, LP | 466 | $537.9K | 0.46% | +466 | New |
| McElhenny Sheffield Capital Management, LLC | 465 | $536.8K | 0.13% | +465 | New |
| hemming& Wealth Management, Inc. | 465 | $536.7K | 0.33% | +465 | New |
| Barrett & Company, Inc. | 464 | $535.8K | 0.15% | −35−7.0% | Reduced |
| Genesis Private Wealth, LLC | 464 | $535.7K | 0.15% | +464 | New |
| Dale Q Rice Investment Management Ltd | 464 | $535.6K | 0.29% | +464 | New |
| Tower Wealth Partners, Inc. | 463 | $534.4K | 0.26% | +463 | New |
| Cornerstone Planning Group LLC | 557 | $534.2K | 0.07% | +23+4.3% | Added |
| Nemes Rush Group LLC | 462 | $533.3K | 0.04% | −30−6.1% | Reduced |
| Guerra Pan Advisors, LLC | 462 | $533.3K | 0.30% | +462 | New |
| Cheviot Value Management, LLC | 460 | $531.0K | 0.05% | +230+100.0% | Added |
| BXM Wealth LLC | 460 | $531.0K | 0.29% | +460 | New |
| Cura Wealth Advisors, LLC | 460 | $530.9K | 0.23% | +460 | New |
| Game Plan Financial Advisors, LLC | 459 | $529.8K | 0.20% | +459 | New |
| Founders Capital Management | 458 | $528.7K | 0.23% | −142−23.7% | Reduced |
| V. M. Manning & Co., Inc. | 458 | $528.2K | 0.45% | +458 | New |
| Panoramic Capital Partners, LLC | 457 | $527.5K | 0.25% | −141−23.6% | Reduced |
| Custos Family Office, LLC | 457 | $527.4K | 0.32% | +457 | New |
| American Capital Advisory, LLC | 457 | $527.3K | 0.19% | +175+62.1% | Added |
| Allegheny Financial Group LTD | 456 | $527.0K | 0.06% | −452−49.8% | Reduced |
| Helium Advisors LLC | 456 | $526.4K | 0.44% | +456 | New |
| Creative Capital Management Investments LLC | 456 | $526.4K | 0.12% | +66+16.9% | Added |
| WealthCare Asset Management, LLC | 456 | $526.4K | 0.22% | +456 | New |
| Zevin Asset Management LLC | 455 | $525.2K | 0.07% | +455 | New |
| Boltwood Capital Management | 455 | $525.2K | 0.12% | +455 | New |
| Kilter Group LLC | 454 | $524.0K | 0.19% | +4+0.9% | Added |
| Kraft, Davis & Associates, LLC | 561 | $523.5K | 0.11% | +26+4.9% | Added |
| Clay Northam Wealth Management, LLC | 453 | $522.9K | 0.26% | +453 | New |
| Taylor Securities Services, Inc. | 452 | $522.2K | 0.21% | +452 | New |
| ACT Advisors, LLC. | 452 | $522.1K | 0.17% | +452 | New |
| Legacy Wealth Managment, LLC | 452 | $521.9K | 0.22% | −120−21.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 452 | $521.7K | 0.05% | +452 | New |
| Penobscot Wealth Management | 452 | $521.5K | 0.14% | +452 | New |
| Compass Wealth Management LLC | 450 | $519.4K | 0.10% | +450 | New |
| Reston Wealth Management LLC | 448 | $517.4K | 0.14% | +448 | New |
| TABR Capital Management, LLC | 447 | $516.1K | 0.44% | −402−47.3% | Reduced |
| South Shore Capital Advisors | 447 | $516.0K | 0.35% | −201−31.0% | Reduced |
| Stonebridge Financial Group, LLC | 447 | $516.0K | 0.04% | +447 | New |
| BAM Wealth Management, LLC | 447 | $515.8K | 0.32% | −340−43.2% | Reduced |
| Worth Financial Advisory Group, LLC | 446 | $515.3K | 0.21% | +446 | New |
| Palumbo Wealth Management LLC | 446 | $514.9K | 0.11% | +446 | New |
| Sequent Planning LLC | 444 | $512.7K | 0.11% | +444 | New |
| Twelve Points Wealth Management LLC | 444 | $512.6K | 0.10% | +444 | New |
| Hilltop Wealth Advisors, LLC | 444 | $512.5K | 0.26% | +444 | New |
| Counterweight Ventures, LLC | 444 | $512.5K | 0.26% | +444 | New |
| Opal Wealth Advisors, LLC | 443 | $511.8K | 0.11% | −18−3.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 443 | $511.8K | 0.20% | +443 | New |
| Hengehold Capital Management LLC | 443 | $511.4K | 0.04% | +443 | New |
| Capstone Triton Financial Group, LLC | 442 | $510.2K | 0.29% | +442 | New |
| Asset Planning,Inc | 442 | $510.1K | 0.33% | +29+7.0% | Added |
| O'Connor Financial Group LLC | 441 | $509.0K | 0.18% | +441 | New |
| Hoge Financial Services, LLC | 440 | $507.9K | 0.24% | +440 | New |
| Adelphi Trust Co | 440 | $507.9K | 0.34% | +440 | New |
| Lantern Wealth Advisors, LLC | 439 | $506.7K | 0.23% | +439 | New |
| Net Worth Advisory Group | 439 | $506.7K | 0.13% | −1,645−78.9% | Reduced |
| Earnest Partners LLC | 437 | $504.4K | 0.00% | +437 | New |
| Security Financial Services, INC. | 437 | $504.4K | 0.07% | +437 | New |
| Tilson Financial Group, Inc. | 437 | $504.2K | 0.14% | +437 | New |
| Talisman Wealth Advisors LLC | 435 | $502.3K | 0.39% | +435 | New |
| Diversified Portfolios, Inc. | 433 | $499.8K | 0.04% | +433 | New |
| NavPoint Financial, Inc. | 433 | $499.8K | 0.19% | +433 | New |
| Oak Wealth Advisors LLC | 433 | $499.8K | 0.24% | +433 | New |
| Smallwood Wealth Investment Management, LLC | 432 | $499.5K | 0.22% | +6+1.4% | Added |
| High Probability Advisors, LLC | 432 | $498.7K | 0.05% | +432 | New |
| BankPlus Trust Department | 431 | $497.5K | 0.12% | −168−28.0% | Reduced |
| Noble Wealth Management PBC | 430 | $496.7K | 0.23% | +320+290.9% | Added |
| Bedel Financial Consulting, Inc. | 429 | $495.3K | 0.05% | +429 | New |
| Ninety One UK Ltd | 428 | $494.0K | 0.00% | +428 | New |
| Conrad Siegel Investment Advisors, Inc. | 428 | $494.0K | 0.08% | +428 | New |
| Investment Advisory Services Inc | 425 | $490.6K | 0.14% | +425 | New |
| Cascade Investment Advisors, Inc. | 425 | $490.6K | 0.27% | +425 | New |
| Quantum Financial Planning Services, Inc. | 425 | $490.6K | 0.15% | +425 | New |
