| Essex Savings Bank | 900 | $280.7K | 0.08% | +900 | New |
| Armstrong Advisory Group, Inc | 899 | $280.4K | 0.03% | −126−12.3% | Reduced |
| Ted Buchan & Co | 895 | $279.2K | 0.20% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 891 | $277.9K | 0.04% | +891 | New |
| Creekmur Asset Management LLC | 891 | $277.9K | 0.09% | +891 | New |
| Koss-Olinger Consulting, LLC | 885 | $276.0K | 0.03% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 878 | $273.8K | 0.16% | −69−7.3% | Reduced |
| Zevin Asset Management LLC | 875 | $273.0K | 0.05% | −18−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 870 | $271.4K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 870 | $271.4K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 863 | $269.5K | 0.02% | +45+5.5% | Added |
| Crown Wealth Group, LLC | 862 | $268.9K | 0.16% | +24+2.9% | Added |
| Portside Wealth Group, LLC | 861 | $268.5K | 0.05% | −7−0.8% | Reduced |
| Boit C F David | 900 | $267.1K | 0.15% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 850 | $265.1K | 0.11% | +850 | New |
| Fidelis Capital Partners, LLC | 849 | $264.8K | 0.06% | +849 | New |
| Simon Quick Advisors, LLC | 848 | $264.5K | 0.02% | +53+6.7% | Added |
| Vaughan David Investments LLC | 845 | $264.0K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 848 | $263.5K | 0.06% | +38+4.7% | Added |
| WMG Financial Advisors, LLC | 841 | $262.3K | 0.17% | −38−4.3% | Reduced |
| LongView Wealth Management | 880 | $261.8K | 0.12% | +880 | New |
| Advisor Resource Council | 838 | $261.4K | 0.03% | +838 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 803 | $260.2K | 0.00% | +803 | New |
| Choate Investment Advisors | 828 | $258.3K | 0.01% | −2,784−77.1% | Reduced |
| Stockman Wealth Management, Inc. | 825 | $257.3K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 824 | $257.0K | 0.01% | +824 | New |
| Lindbrook Capital, LLC | 824 | $257.0K | 0.03% | +391+90.3% | Added |
| Covenant Partners, LLC | 822 | $256.4K | 0.08% | −479−36.8% | Reduced |
| Simmons Bank | 821 | $256.1K | 0.02% | +821 | New |
| Colonial River Wealth Management, LLC | 820 | $255.8K | 0.15% | −6−0.7% | Reduced |
| Truepoint, Inc. | 820 | $255.8K | 0.01% | +820 | New |
| Epic Trust Investment Advisors, LLC | 818 | $255.2K | 0.34% | +818 | New |
| Letson Investment Management, Inc. | 818 | $255.1K | 0.12% | +818 | New |
| Balentine LLC | 817 | $254.9K | 0.01% | +817 | New |
| Alpha Family Trust | 805 | $251.1K | 0.17% | 00.0% | Unchanged |
| Caitlin John, LLC | 803 | $250.5K | 0.20% | +803 | New |
| James J. Burns & Company, LLC | 800 | $250.0K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 800 | $249.5K | 0.02% | −400−33.3% | Reduced |
| BancorpSouth Bank | 797 | $248.6K | 0.02% | −45−5.3% | Reduced |
| Gateway Investment Advisers LLC | 792 | $247.0K | 0.00% | −65−7.6% | Reduced |
| Flynn Zito Capital Management, LLC | 789 | $246.2K | 0.17% | 00.0% | Unchanged |
| Burns J W & Co Inc | 789 | $246.1K | 0.04% | 00.0% | Unchanged |
| Tobam | 788 | $246.0K | 0.02% | −428−35.2% | Reduced |
| Sage Mountain Advisors LLC | 787 | $245.5K | 0.03% | −1−0.1% | Reduced |
| First Heartland Consultants, Inc. | 785 | $245.0K | 0.03% | −44−5.3% | Reduced |
| MainStreet Investment Advisors LLC | 784 | $244.5K | 0.03% | −1,407−64.2% | Reduced |
| Atlantic Union Bankshares Corp | 779 | $243.0K | 0.02% | +779 | New |
| Douglas Lane & Associates, LLC | 777 | $242.3K | 0.00% | +777 | New |
| Silver Oak Securities, Inc | 773 | $241.1K | 0.03% | +451+140.1% | Added |
| Armistice Capital, LLC | 771 | $240.5K | 0.01% | +771 | New |
| Taylor Hoffman Wealth Management | 771 | $240.5K | 0.11% | +771 | New |
| Chapin Davis, Inc. | 770 | $240.3K | 0.10% | +770 | New |
| L2 Asset Management, LLC | 764 | $238.3K | 0.10% | +764 | New |
| Childress Capital Advisors, LLC | 758 | $236.4K | 0.07% | −171−18.4% | Reduced |
| J.W. Cole Advisors, Inc. | 754 | $235.1K | 0.01% | +754 | New |
| TSFG, LLC | 754 | $235.0K | 0.07% | +34+4.7% | Added |
| Opal Wealth Advisors, LLC | 753 | $234.9K | 0.09% | +753 | New |
| West Family Investments, Inc. | 752 | $234.5K | 0.08% | +752 | New |
| Aspen Investment Management Inc | 750 | $234.0K | 0.13% | −50−6.3% | Reduced |
| Becker Capital Management Inc | 750 | $233.9K | 0.01% | −58−7.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 742 | $231.4K | 0.18% | +742 | New |
| Parallax Volatility Advisers, L.P. | 741 | $231.1K | 0.01% | −1,685−69.5% | Reduced |
| Ariston Services Group | 738 | $230.2K | 0.22% | +738 | New |
| SJS Investment Consulting Inc. | 729 | $227.4K | 0.05% | −2−0.3% | Reduced |
| Burford Brothers, Inc. | 725 | $226.1K | 0.16% | +725 | New |
| Verdence Capital Advisors LLC | 723 | $225.5K | 0.02% | +723 | New |
| Baldwin Investment Management, LLC | 717 | $223.6K | 0.03% | +717 | New |
| MONECO Advisors, LLC | 708 | $220.7K | 0.04% | +708 | New |
| Jacobs & Co | 705 | $219.0K | 0.02% | +705 | New |
| Allstate Corp | 702 | $219.0K | 0.02% | −396−36.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 701 | $218.7K | 0.02% | +701 | New |
| Alta Advisers Ltd | 700 | $218.3K | 0.12% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 698 | $218.0K | 0.03% | +698 | New |
| Camden National Bank | 698 | $217.7K | 0.04% | +698 | New |
| Gradient Investments LLC | 697 | $217.4K | 0.01% | +625+868.1% | Added |
| Evergreen Capital Management LLC | 693 | $216.1K | 0.01% | +693 | New |
| Glassman Wealth Services | 692 | $215.8K | 0.03% | +43+6.6% | Added |
| Aft, Forsyth & Company, Inc. | 690 | $215.2K | 0.14% | +690 | New |
| Sabal Trust CO | 689 | $214.9K | 0.01% | +689 | New |
| Canandaigua National Bank & Trust Co | 688 | $214.6K | 0.03% | −2,587−79.0% | Reduced |
| New Century Financial Group, LLC | 688 | $214.6K | 0.19% | +688 | New |
| Auour Investments LLC | 702 | $214.4K | 0.08% | +702 | New |
| Catalyst Financial Partners LLC | 684 | $213.3K | 0.06% | +684 | New |
| Wellspring Financial Advisors, LLC | 679 | $211.8K | 0.05% | +679 | New |
| First National Trust Co | 679 | $211.8K | 0.01% | −150−18.1% | Reduced |
| Court Place Advisors, LLC | 675 | $210.5K | 0.07% | +675 | New |
| Vantage Financial Partners, LLC | 675 | $210.5K | 0.06% | +675 | New |
| Hurlow Wealth Management Group, Inc. | 674 | $210.2K | 0.08% | +674 | New |
| Valmark Advisers, Inc. | 669 | $208.7K | 0.00% | +669 | New |
| Manchester Capital Management LLC | 666 | $207.7K | 0.03% | +35+5.5% | Added |
| Meixler Investment Management, Ltd. | 664 | $207.1K | 0.17% | +664 | New |
| Oxbow Advisors, LLC | 660 | $205.9K | 0.03% | +660 | New |
| Prelude Capital Management, LLC | 658 | $205.2K | 0.02% | +658 | New |
| Clear Harbor Asset Management, LLC | 656 | $204.6K | 0.02% | +656 | New |
| Means Investment Co., Inc. | 656 | $204.6K | 0.03% | +656 | New |
| Correct Capital Wealth Management | 655 | $204.4K | 0.05% | +655 | New |
| Detalus Advisors, LLC | 654 | $204.0K | 0.08% | +654 | New |
| Verity & Verity, LLC | 654 | $204.0K | 0.02% | +654 | New |
| Reuter James Wealth Management, LLC | 652 | $203.4K | 0.14% | +652 | New |
| Gries Financial LLC | 649 | $202.4K | 0.04% | +649 | New |
