| Pacific Capital Wealth Advisors, Inc | 360 | $243.0K | 0.04% | +360 | New |
| Beaumont Financial Advisors, LLC | 360 | $243.0K | 0.02% | +360 | New |
| Whitaker-Myers Wealth Managers, LTD. | 360 | $243.0K | 0.09% | +360 | New |
| Financial Security Advisor, Inc. | 360 | $243.0K | 0.08% | +360 | New |
| Washington Trust Advisors, Inc. | 361 | $243.5K | 0.02% | −69−16.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 363 | $245.0K | 0.07% | −106−22.6% | Reduced |
| Wealth Quarterback LLC | 364 | $245.8K | 0.14% | −4−1.1% | Reduced |
| Acorn Creek Capital LLC | 364 | $245.9K | 0.15% | +12+3.4% | Added |
| Rise Advisors, LLC | 367 | $247.7K | 0.13% | +2+0.5% | Added |
| Mosaic Financial Group, LLC | 368 | $248.0K | 0.18% | +368 | New |
| Financial Management Network Inc | 360 | $248.6K | 0.06% | −3−0.8% | Reduced |
| Austin Asset Management Co Inc | 369 | $249.0K | 0.05% | +12+3.4% | Added |
| Waypoint Capital Advisors, LLC | 369 | $249.0K | 0.06% | +32+9.5% | Added |
| Bridge Advisory, LLC | 369 | $249.0K | 0.12% | +369 | New |
| McGlone Suttner Wealth Management, Inc. | 512 | $249.3K | 0.05% | −322−38.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 370 | $249.7K | 0.13% | −500−57.5% | Reduced |
| Sittner & Nelson, LLC | 370 | $249.7K | 0.12% | −30−7.5% | Reduced |
| Investment House LLC | 370 | $249.7K | 0.01% | +370 | New |
| Eagle Bay Advisors LLC | 371 | $250.4K | 0.15% | −84−18.5% | Reduced |
| PFW Advisors LLC | 371 | $250.4K | 0.08% | −30−7.5% | Reduced |
| First Financial Bank - Trust Division | 371 | $250.4K | 0.02% | −22−5.6% | Reduced |
| Signature Wealth Management Partners, LLC | 372 | $251.1K | 0.19% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 372 | $251.1K | 0.09% | +10+2.8% | Added |
| Robinson Smith Wealth Advisors LLC | 372 | $251.1K | 0.22% | +22+6.3% | Added |
| Powell Investment Advisors, LLC | 373 | $251.7K | 0.13% | +28+8.1% | Added |
| Beaton Management Co. Inc. | 373 | $252.0K | 0.14% | 00.0% | Unchanged |
| Zhang Financial LLC | 374 | $252.4K | 0.02% | +374 | New |
| Simmons Bank | 374 | $252.4K | 0.02% | +1+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 375 | $253.1K | 0.08% | +375 | New |
| Horizon Kinetics Asset Management LLC | 375 | $253.1K | 0.00% | −20−5.1% | Reduced |
| Kimelman & Baird, LLC | 375 | $253.1K | 0.02% | +375 | New |
| Eagle Strategies LLC | 375 | $253.1K | 0.05% | +375 | New |
| Delta Financial Advisors LLC | 376 | $253.8K | 0.10% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 377 | $254.4K | 0.08% | −10−2.6% | Reduced |
| Financial Enhancement Group LLC | 409 | $255.6K | 0.04% | +41+11.1% | Added |
| Centric Wealth Management | 405 | $255.7K | 0.07% | 00.0% | Unchanged |
| SWP Financial LLC | 380 | $256.5K | 0.17% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 380 | $256.5K | 0.20% | +380 | New |
| True North Advisors, LLC | 380 | $256.7K | 0.07% | +380 | New |
| Frisch Financial Group, Inc. | 381 | $257.0K | 0.08% | +25+7.0% | Added |
| C M Bidwell & Associates Ltd | 382 | $257.8K | 0.17% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 382 | $257.8K | 0.43% | +382 | New |
| Selective Wealth Management, Inc. | 376 | $257.8K | 0.11% | −11−2.8% | Reduced |
| Studio Investment Management LLC | 384 | $259.2K | 0.06% | +3+0.8% | Added |
| Harbour Investment Management LLC | 385 | $259.8K | 0.12% | −4−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 386 | $260.2K | 0.05% | −9−2.3% | Reduced |
| Cornerstone Advisory, LLC | 388 | $261.9K | 0.04% | −43−10.0% | Reduced |
| Clarity Capital Partners LLC | 388 | $261.9K | 0.16% | +8+2.1% | Added |
| Affiance Financial, LLC | 390 | $263.2K | 0.07% | +16+4.3% | Added |
| Liberty One Investment Management, LLC | 391 | $264.0K | 0.03% | +168+75.3% | Added |
| Worth Asset Management, LLC | 392 | $264.6K | 0.16% | −55−12.3% | Reduced |
| Sage Private Wealth Group, LLC | 392 | $264.6K | 0.22% | −25−6.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 412 | $265.0K | 0.12% | −5−1.2% | Reduced |
| Aletheian Wealth Advisors LLC | 395 | $266.6K | 0.14% | +62+18.6% | Added |
| Capital Advisors, Ltd. LLC | 396 | $267.0K | 0.03% | −15−3.6% | Reduced |
| My Personal CFO, LLC | 397 | $267.9K | 0.14% | −5−1.2% | Reduced |
| Sightline Wealth Advisors, LLC | 397 | $267.9K | 0.17% | 00.0% | Unchanged |
| Unionview, LLC | 398 | $268.6K | 0.22% | −9−2.2% | Reduced |
| TrinityPoint Wealth, LLC | 398 | $268.6K | 0.04% | +25+6.7% | Added |
| Green Harvest Asset Management LLC | 398 | $268.6K | 0.01% | +52+15.0% | Added |
| Old Mission Investment Co LLC | 398 | $268.6K | 0.09% | +398 | New |
| FNY Investment Advisers, LLC | 400 | $269.0K | 0.18% | −1,850−82.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 399 | $269.3K | 0.16% | −81−16.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 400 | $270.0K | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 400 | $270.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 400 | $270.0K | 0.04% | +105+35.6% | Added |
| Valtinson Bruner Financial Planning LLC | 400 | $270.0K | 0.11% | +400 | New |
| Warther Private Wealth, LLC | 400 | $270.0K | 0.11% | +400 | New |
| Activest Wealth Management | 400 | $270.0K | 0.09% | +236+143.9% | Added |
| McLean Asset Management Corp | 399 | $270.4K | 0.09% | +30+8.1% | Added |
| Creative Financial Designs Inc | 402 | $271.3K | 0.02% | −17−4.1% | Reduced |
| BKA Wealth Consulting, Inc. | 402 | $271.3K | 0.32% | +402 | New |
| AJOVista, LLC | 403 | $272.0K | 0.78% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 403 | $272.0K | 0.12% | +403 | New |
| AlphaCore Capital LLC | 404 | $272.7K | 0.07% | +66+19.5% | Added |
| TrueWealth Advisors, LLC | 405 | $273.3K | 0.10% | +405 | New |
| Covestor Ltd | 406 | $274.0K | 0.18% | 00.0% | Unchanged |
| American National Bank | 406 | $274.0K | 0.03% | +28+7.4% | Added |
| Versant Capital Management, Inc | 406 | $274.0K | 0.07% | +159+64.4% | Added |
| Global Strategic Investment Solutions, LLC | 406 | $274.2K | 0.03% | +406 | New |
| Canvas Wealth Advisors, LLC | 441 | $274.6K | 0.08% | −18−3.9% | Reduced |
| Spirepoint Private Client, LLC | 407 | $274.7K | 0.04% | +16+4.1% | Added |
| Nikulski Financial, Inc. | 408 | $275.4K | 0.09% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 408 | $275.4K | 0.11% | +35+9.4% | Added |
| Axiom Advisory, LLC | 441 | $275.4K | 0.00% | +441 | New |
| Capital Performance Advisors LLP | 409 | $276.0K | 0.10% | −29−6.6% | Reduced |
| Financial Council Asset Management Inc | 409 | $276.0K | 0.15% | +18+4.6% | Added |
| Northstar Asset Management LLC | 410 | $276.7K | 0.07% | −75−15.5% | Reduced |
| Alpha Financial Partners, LLC | 410 | $276.7K | 0.24% | +8+2.0% | Added |
| Reynders McVeigh Capital Management, LLC | 414 | $279.0K | 0.02% | +9+2.2% | Added |
| Catalyst Capital Advisors LLC | 414 | $279.4K | 0.01% | −6−1.4% | Reduced |
| Alterna Wealth Management, Inc | 414 | $279.4K | 0.24% | +14+3.5% | Added |
| BlueChip Wealth Advisors LLC | 414 | $279.4K | 0.16% | +414 | New |
| United Community Bank | 415 | $280.1K | 0.11% | −5−1.2% | Reduced |
| Xcel Wealth Management, LLC | 417 | $281.4K | 0.09% | +5+1.2% | Added |
| JBR Co Financial Management Inc | 418 | $282.1K | 0.20% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 419 | $282.8K | 0.14% | +66+18.7% | Added |
| Delta Asset Management LLC | 420 | $283.4K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 420 | $283.4K | 0.04% | +200+90.9% | Added |
| Charter Trust Co | 420 | $283.4K | 0.02% | +420 | New |
