| BEAM Asset Management, LLC | 654 | $276.7K | 0.19% | +654 | New |
| Institutional & Family Asset Management, LLC | 655 | $277.1K | 0.05% | −84−11.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 734 | $277.8K | 0.27% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 627 | $277.8K | 0.02% | +627 | New |
| Engrave Wealth Partners LLC | 657 | $277.9K | 0.09% | +657 | New |
| Evolution Wealth Advisors, LLC | 660 | $279.2K | 0.06% | −1,600−70.8% | Reduced |
| Aureus Asset Management, LLC | 660 | $279.2K | 0.02% | −189−22.3% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 660 | $279.2K | 0.10% | +660 | New |
| Alliance Wealth Management Group | 661 | $279.8K | 0.09% | +661 | New |
| Greenwood Gearhart Inc | 666 | $281.7K | 0.03% | −154−18.8% | Reduced |
| Asset Management Group, Inc. | 670 | $283.3K | 0.06% | +670 | New |
| Orin Green Financial, LLC | 670 | $283.4K | 0.15% | +670 | New |
| Silvia McColl Wealth Management, LLC | 673 | $284.7K | 0.26% | +673 | New |
| United Community Bank | 680 | $287.7K | 0.25% | +480+240.0% | Added |
| Alliance Wealth Advisors, LLC | 680 | $287.7K | 0.21% | +680 | New |
| Wulff, Hansen & Co. | 682 | $288.5K | 0.32% | +682 | New |
| ICW Investment Advisors LLC | 682 | $288.6K | 0.15% | +682 | New |
| Shulman DeMeo Asset Management LLC | 685 | $289.9K | 0.09% | +685 | New |
| Wealth Management Solutions, LLC | 686 | $290.0K | 0.19% | −299−30.4% | Reduced |
| Mainstay Capital Management LLC | 686 | $290.2K | 0.05% | +686 | New |
| Refined Wealth Management | 686 | $290.2K | 0.24% | +686 | New |
| Chemistry Wealth Management LLC | 686 | $290.2K | 0.09% | +686 | New |
| First American Trust, FSB | 688 | $291.0K | 0.04% | +688 | New |
| Mitchell & Pahl Private Wealth, LLC | 688 | $291.0K | 0.18% | −265−27.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 690 | $291.9K | 0.13% | +690 | New |
| Portman Square Capital LLP | 690 | $291.9K | 0.05% | +690 | New |
| James Hambro & Partners | 692 | $292.6K | 0.02% | −31−4.3% | Reduced |
| Genesee Capital Advisors, LLC | 692 | $292.9K | 0.20% | −74−9.7% | Reduced |
| QP Wealth Management, LLC | 693 | $293.2K | 0.46% | +693 | New |
| New World Advisors LLC | 699 | $295.7K | 0.10% | −229−24.7% | Reduced |
| Lutz Financial Services LLC | 699 | $295.7K | 0.03% | +699 | New |
| Missouri Trust & Investment Co | 700 | $296.1K | 0.17% | −105−13.0% | Reduced |
| Horizon Family Wealth, Inc. | 700 | $296.4K | 0.28% | +700 | New |
| Sax Wealth Advisors, LLC | 701 | $296.5K | 0.06% | +701 | New |
| Investors Research Corp | 702 | $297.0K | 0.07% | −263−27.3% | Reduced |
| Detalus Advisors, LLC | 702 | $297.0K | 0.13% | −350−33.3% | Reduced |
| Sterling Investment Advisors LLC | 703 | $297.5K | 0.19% | −194−21.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 704 | $297.8K | 0.14% | −1,492−67.9% | Reduced |
| Madison Wealth Partners, Inc | 704 | $297.8K | 0.14% | +704 | New |
| Smith & Howard Wealth Management, LLC | 710 | $300.3K | 0.11% | +710 | New |
| Autumn Glory Partners, LLC | 710 | $300.3K | 0.22% | +710 | New |
| Pasadena Private Wealth, LLC | 715 | $302.5K | 0.09% | −100−12.3% | Reduced |
| Bullseye Investment Management, LLC | 715 | $303.1K | 0.22% | +715 | New |
| Soundmark Wealth Management, LLC | 718 | $303.8K | 0.17% | +718 | New |
| Signature Wealth Management Partners, LLC | 719 | $304.0K | 0.28% | −71−9.0% | Reduced |
| Taurus Asset Management, LLC | 720 | $304.6K | 0.04% | +720 | New |
| Traverso Chambers Private Wealth Management, LLC | 721 | $305.0K | 0.08% | +721 | New |
| WealthTrust Axiom LLC | 721 | $305.3K | 0.10% | −3−0.4% | Reduced |
| Princeton Global Asset Management LLC | 725 | $306.7K | 0.09% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 728 | $308.0K | 0.00% | −45−5.8% | Reduced |
| Diversified Portfolios, Inc. | 728 | $308.0K | 0.06% | −192−20.9% | Reduced |
| Oxbow Advisors, LLC | 729 | $308.4K | 0.05% | +729 | New |
| Blackhawk Capital Partners LLC. | 733 | $310.1K | 0.22% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 736 | $311.2K | 0.10% | −49−6.2% | Reduced |
| Front Street Capital Management, Inc. | 739 | $313.0K | 0.07% | +739 | New |
| Impact Partnership Wealth, LLC | 743 | $314.3K | 0.11% | +743 | New |
| Northstar Group, Inc. | 745 | $315.1K | 0.07% | −12−1.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 745 | $315.1K | 0.14% | +5+0.7% | Added |
| Bogart Wealth, LLC | 745 | $315.2K | 0.02% | −10−1.3% | Reduced |
| Souders Financial Advisors | 748 | $316.5K | 0.06% | +748 | New |
| Schoolcraft Capital LLC | 750 | $317.3K | 0.09% | +750 | New |
| Avalon Trust Co | 753 | $318.5K | 0.03% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 754 | $319.0K | 0.46% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 754 | $319.0K | 0.11% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 758 | $320.6K | 0.21% | −4−0.5% | Reduced |
| Legacy Financial Group, Inc. | 758 | $320.7K | 0.16% | −4−0.5% | Reduced |
| GEM Asset Management, LLC | 760 | $321.5K | 0.25% | −82−9.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 761 | $321.9K | 0.06% | −64−7.8% | Reduced |
| Strategic Investment Solutions, Inc. | 810 | $322.1K | 0.07% | −238−22.7% | Reduced |
| JFS Wealth Advisors, LLC | 763 | $322.9K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 764 | $323.2K | 0.03% | −311−28.9% | Reduced |
| MBA Advisors LLC | 767 | $324.5K | 0.19% | −30−3.8% | Reduced |
| Compass Financial Group, INC | 768 | $324.9K | 0.10% | +768 | New |
| Cutler Investment Counsel LLC | 771 | $326.1K | 0.05% | −356−31.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 773 | $327.0K | 0.37% | +773 | New |
| Pachira Investments Inc. | 775 | $327.8K | 0.35% | +775 | New |
| StrongBox Wealth, LLC | 776 | $328.3K | 0.21% | +25+3.3% | Added |
| Compass Advisory Group LLC | 776 | $328.3K | 0.17% | +776 | New |
| First Citizens Financial Corp | 780 | $330.0K | 0.22% | +780 | New |
| Aprio Wealth Management, LLC | 782 | $330.8K | 0.09% | +782 | New |
| Bridgeworth, LLC | 784 | $331.6K | 0.04% | +54+7.4% | Added |
| Private Wealth Strategies, L.L.C. | 784 | $331.7K | 0.08% | +39+5.2% | Added |
| American Institute for Advanced Investment Management, LLP | 786 | $332.5K | 0.29% | +786 | New |
| Wealthspan Partners, LLC | 787 | $332.7K | 0.26% | +787 | New |
| Blossom Wealth Management | 789 | $333.8K | 1.22% | −100−11.2% | Reduced |
| Phillips Financial Management, LLC | 789 | $333.8K | 0.03% | +29+3.8% | Added |
| Triad Financial Advisors, Inc. | 790 | $334.2K | 0.14% | −12−1.5% | Reduced |
| Sageworth Trust Co | 793 | $335.5K | 0.02% | +99+14.3% | Added |
| Mengis Capital Management, Inc. | 796 | $336.7K | 0.07% | −256−24.3% | Reduced |
| Ameraudi Asset Management, Inc. | 796 | $336.7K | 0.15% | −9−1.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 799 | $337.8K | 0.00% | +799 | New |
| Lokken Investment Group LLC | 799 | $338.0K | 0.22% | +44+5.8% | Added |
| DB Wealth Management Group, LLC | 800 | $338.4K | 0.21% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 800 | $338.4K | 0.29% | +800 | New |
| Aspire Private Capital, LLC | 801 | $338.7K | 0.11% | +4+0.5% | Added |
| Falcon Wealth Planning | 802 | $339.2K | 0.08% | +802 | New |
| RTD Financial Advisors, Inc. | 802 | $339.3K | 0.05% | +802 | New |
| Boston Trust Walden Corp | 803 | $339.7K | 0.00% | −242−23.2% | Reduced |
| Opus Capital Group, LLC | 808 | $342.0K | 0.06% | −457−36.1% | Reduced |
| KC Investment Advisors, LLC | 810 | $342.6K | 0.23% | +810 | New |
