| Armstrong Advisory Group, Inc | 621 | $307.4K | 0.02% | 00.0% | Unchanged |
| Gouws Capital LLC | 619 | $306.5K | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 619 | $306.3K | 0.03% | +34+5.8% | Added |
| Lynx Investment Advisory | 615 | $304.5K | 0.10% | +615 | New |
| Copley Financial Group, Inc. | 614 | $304.0K | 0.18% | −433−41.4% | Reduced |
| Fairview Capital Investment Management, LLC | 614 | $304.0K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 613 | $303.5K | 0.01% | +13+2.2% | Added |
| Strategic Financial Services, Inc, | 610 | $302.0K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 610 | $302.0K | 0.04% | +1+0.2% | Added |
| American Trust | 610 | $302.0K | 0.02% | +610 | New |
| Smith, Salley & Associates | 608 | $301.0K | 0.01% | +608 | New |
| West Family Investments, Inc. | 608 | $301.0K | 0.09% | +608 | New |
| Accel Wealth Management | 606 | $300.1K | 0.07% | +1+0.2% | Added |
| Cove Private Wealth, LLC | 605 | $299.5K | 0.06% | 00.0% | Unchanged |
| S&CO Inc | 605 | $299.0K | 0.02% | +605 | New |
| Fiduciary Wealth Partners, LLC | 603 | $298.5K | 0.16% | +3+0.5% | Added |
| Investment Partners, Ltd. | 601 | $297.6K | 0.09% | +601 | New |
| South Street Advisors LLC | 600 | $297.0K | 0.04% | 00.0% | Unchanged |
| Petix & Botte Co | 600 | $297.0K | 0.06% | +300+100.0% | Added |
| Burling Wealth Partners, LLC | 600 | $297.0K | 0.04% | 00.0% | Unchanged |
| Black Swift Group, LLC | 600 | $297.0K | 0.04% | +600 | New |
| Battery Global Advisors, LLC | 598 | $296.1K | 0.15% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 816 | $296.0K | 0.00% | +3+0.4% | Added |
| KCM Investment Advisors LLC | 598 | $295.9K | 0.01% | −10−1.6% | Reduced |
| Ticino Wealth | 592 | $293.1K | 0.09% | +18+3.1% | Added |
| Traynor Capital Management, Inc. | 591 | $292.4K | 0.01% | +14+2.4% | Added |
| Purewater Capital LLC | 587 | $290.6K | 0.21% | −4−0.7% | Reduced |
| Concentric Capital Strategies, LP | 586 | $290.1K | 0.02% | +586 | New |
| Fidelis Capital Partners, LLC | 585 | $289.6K | 0.02% | +3+0.5% | Added |
| Trustmark National Bank Trust Department | 585 | $289.6K | 0.02% | +585 | New |
| United Asset Strategies, Inc. | 580 | $287.3K | 0.02% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 580 | $287.1K | 0.17% | −71−10.9% | Reduced |
| Shelton Capital Management | 578 | $286.2K | 0.01% | −32−5.2% | Reduced |
| Cidel Asset Management Inc | 574 | $284.2K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 574 | $284.2K | 0.03% | −42−6.8% | Reduced |
| RB Capital Management, LLC | 573 | $283.6K | 0.06% | +2+0.4% | Added |
| Hanson & Doremus Investment Management | 569 | $282.0K | 0.03% | −21−3.6% | Reduced |
| Summit Wealth Group LLC | 569 | $281.6K | 0.02% | +569 | New |
| Crescent Grove Advisors, LLC | 568 | $281.3K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 567 | $280.8K | 0.00% | −231−28.9% | Reduced |
| Merrion Investment Management Co, LLC | 566 | $280.2K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 566 | $280.2K | 0.02% | +1+0.2% | Added |
| Brown Miller Wealth Management, LLC | 565 | $279.7K | 0.07% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 564 | $279.3K | 0.05% | +564 | New |
| Farmers & Merchants Trust Co of Long Beach | 564 | $279.2K | 0.06% | −15−2.6% | Reduced |
| Falcon Wealth Planning | 564 | $279.0K | 0.02% | −30−5.1% | Reduced |
| Fagan Associates, Inc. | 561 | $277.7K | 0.03% | 00.0% | Unchanged |
| First Interstate Bank | 561 | $277.7K | 0.01% | +561 | New |
| Spears Abacus Advisors LLC | 560 | $277.2K | 0.00% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 602 | $276.0K | 0.03% | +26+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 554 | $274.1K | 0.01% | +554 | New |
| Almanack Investment Partners, LLC. | 551 | $272.8K | 0.03% | +551 | New |
| Mission Wealth Management, LP | 550 | $272.4K | 0.00% | +550 | New |
| Seamount Financial Group Inc | 550 | $272.3K | 0.11% | +550 | New |
| Wealth Watch Advisors, INC | 550 | $272.3K | 0.09% | +550 | New |
| Integrated Investment Consultants, LLC | 548 | $271.3K | 0.05% | −330−37.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 548 | $271.1K | 0.00% | −119−17.8% | Reduced |
| Conning Inc. | 546 | $270.3K | 0.01% | +546 | New |
| Canopy Partners, LLC | 546 | $270.3K | 0.08% | +546 | New |
| Nichols & Pratt Advisers LLP | 540 | $267.3K | 0.02% | +540 | New |
| Ingalls & Snyder LLC | 540 | $267.0K | 0.01% | +540 | New |
| Fukoku Mutual Life Insurance Co | 539 | $266.8K | 0.02% | +539 | New |
| Boston Trust Walden Corp | 538 | $266.4K | 0.00% | +538 | New |
| Southern Capital Advisors, LLC | 537 | $265.9K | 0.11% | +537 | New |
| Summitry LLC | 536 | $265.4K | 0.01% | +536 | New |
| Angeles Wealth Management, LLC | 534 | $264.4K | 0.01% | +534 | New |
| Walker Asset Management, LLC | 531 | $262.8K | 0.13% | +531 | New |
| Rothschild Investment LLC | 531 | $262.7K | 0.01% | +129+32.1% | Added |
| City State Bank | 530 | $262.4K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 530 | $262.4K | 0.01% | +530 | New |
| City Holding Co | 530 | $262.4K | 0.03% | +10+1.9% | Added |
| Sapient Capital LLC | 528 | $261.4K | 0.00% | −629−54.4% | Reduced |
| Cornerstone Wealth Management, LLC | 527 | $261.0K | 0.01% | −56−9.6% | Reduced |
| Icon Wealth Advisors, LLC | 527 | $260.9K | 0.02% | +527 | New |
| Beacon Financial Advisory LLC | 526 | $260.4K | 0.05% | +526 | New |
| Clear Creek Financial Management, LLC | 526 | $260.4K | 0.02% | +526 | New |
| Heritage Wealth Management, Inc. | 526 | $260.4K | 0.06% | +526 | New |
| Raab & Moskowitz Asset Management LLC | 525 | $259.9K | 0.05% | +525 | New |
| Woodmont Investment Counsel LLC | 524 | $259.4K | 0.01% | +524 | New |
| Simplify Asset Management Inc. | 520 | $257.4K | 0.00% | −48−8.5% | Reduced |
| Crux Wealth Advisors | 517 | $255.9K | 0.09% | +517 | New |
| PCG Asset Management, LLC | 512 | $253.5K | 0.18% | +512 | New |
| Gerber Kawasaki Wealth & Investment Management | 510 | $252.8K | 0.01% | −49−8.8% | Reduced |
| Accurate Wealth Management, LLC | 531 | $250.8K | 0.02% | +19+3.7% | Added |
| McClarren Financial Advisors, Inc. | 505 | $250.2K | 0.13% | +505 | New |
| Reuter James Wealth Management, LLC | 504 | $249.5K | 0.03% | +504 | New |
| White Pine Investment CO | 500 | $248.0K | 0.05% | +500 | New |
| Strategic Financial Concepts, LLC | 500 | $247.5K | 0.07% | −296−37.2% | Reduced |
| Dana Investment Advisors, Inc. | 500 | $247.5K | 0.01% | +500 | New |
| Tevis Investment Management | 500 | $247.5K | 0.14% | +500 | New |
| Petersen Hastings Wealth Advisors Inc. | 500 | $247.5K | 0.02% | +500 | New |
| BDFS Capital LLC | 500 | $247.5K | 0.11% | +500 | New |
| Pring Turner Capital Group Inc | 560 | $247.4K | 0.14% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 499 | $247.1K | 0.01% | +499 | New |
| AdvisorNet Financial, Inc | 498 | $246.6K | 0.01% | −11−2.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 498 | $246.5K | 0.01% | +498 | New |
| True North Advisors, LLC | 496 | $245.3K | 0.02% | −233−32.0% | Reduced |
| Wynn Capital, LLC | 495 | $245.1K | 0.11% | +495 | New |
| Aspetuck Financial Management LLC | 492 | $243.6K | 0.14% | +492 | New |
| Lotus Asset Management LLC | 491 | $243.3K | 0.22% | +491 | New |
