| Dixon Fnancial Services, Inc. | 371 | $358.0K | 0.15% | +371 | New |
| Nicolet Bankshares Inc | 409 | $355.1K | 0.01% | −334−45.0% | Reduced |
| Sage Rhino Capital LLC | 367 | $354.2K | 0.06% | +367 | New |
| Regent Peak Wealth Advisors LLC | 367 | $354.2K | 0.07% | +367 | New |
| Intellectus Partners, LLC | 366 | $353.6K | 0.06% | +366 | New |
| Flagstone Financial Management | 365 | $352.2K | 0.08% | +365 | New |
| Howland Capital Management LLC | 364 | $351.5K | 0.01% | +364 | New |
| Eagle Bay Advisors LLC | 362 | $349.6K | 0.26% | −402−52.6% | Reduced |
| Beacon Financial Group | 362 | $349.3K | 0.03% | +362 | New |
| Gerber Kawasaki Wealth & Investment Management | 361 | $348.7K | 0.01% | +361 | New |
| Stonebrook Private Inc. | 361 | $348.4K | 0.06% | +361 | New |
| Clark & Stuart, Inc | 361 | $348.4K | 0.22% | +361 | New |
| Oasis Management Co Ltd. | 360 | $347.4K | 0.04% | +360 | New |
| Sunbeam Capital Management, LLC | 358 | $345.7K | 0.16% | +358 | New |
| Beese Fulmer Investment Management, Inc. | 357 | $344.5K | 0.02% | +357 | New |
| Adelphi Trust Co | 357 | $344.5K | 0.23% | +357 | New |
| Kayne Anderson Rudnick Investment Management LLC | 356 | $344.5K | 0.00% | +5+1.4% | Added |
| Capital Advisors Wealth Management, LLC | 355 | $342.6K | 0.04% | +355 | New |
| Corps Capital Advisors, LLC | 354 | $341.6K | 0.28% | +354 | New |
| SlateStone Wealth, LLC | 352 | $340.0K | 0.03% | −187−34.7% | Reduced |
| Walker Asset Management, LLC | 350 | $338.1K | 0.17% | +350 | New |
| Burk Holdings LLC | 350 | $337.8K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 350 | $337.8K | 0.08% | +350 | New |
| McDonald Partners LLC | 350 | $337.8K | 0.08% | +350 | New |
| Abacus Planning Group, Inc. | 349 | $336.8K | 0.04% | +349 | New |
| Bannerstone Capital Management, LLC | 348 | $335.8K | 0.28% | +348 | New |
| Connecticut Capital Management Group, LLC | 348 | $335.8K | 0.27% | +348 | New |
| Accelerate Investment Advisors LLC | 348 | $335.6K | 0.19% | +348 | New |
| Trust Point Inc. | 347 | $334.9K | 0.03% | +347 | New |
| Miramontes Capital, LLC | 347 | $334.9K | 0.10% | +347 | New |
| WealthCare Asset Management, LLC | 346 | $333.9K | 0.14% | +346 | New |
| Caerus Investment Advisors, LLC | 345 | $332.9K | 0.11% | +345 | New |
| 3Chopt Investment Partners, LLC | 344 | $332.2K | 0.06% | +344 | New |
| Univest Financial Corp | 344 | $332.0K | 0.02% | +344 | New |
| Piedmont Capital Management, LLC | 344 | $332.0K | 0.20% | +344 | New |
| 55 North Private Wealth, LLC | 343 | $331.0K | 0.07% | +343 | New |
| Copper Harbor Investment Advisors, LLC | 342 | $330.0K | 0.07% | +342 | New |
| May Hill Capital, LLC | 342 | $330.0K | 0.07% | +342 | New |
| Walkner Condon Financial Advisors LLC | 341 | $329.1K | 0.04% | +341 | New |
| Glass Jacobson Investment Advisors llc | 341 | $329.1K | 0.10% | +341 | New |
| QTR Family Wealth, LLC | 341 | $329.1K | 0.11% | +341 | New |
| Legacy Wealth Advisors, LLC | 341 | $329.1K | 0.14% | +341 | New |
| Private Management Group Inc | 340 | $328.1K | 0.01% | +340 | New |
| Invenio Wealth Partners LLC | 340 | $328.1K | 0.12% | +340 | New |
| Aire Advisors, LLC | 338 | $326.2K | 0.05% | +338 | New |
| Atwater Malick LLC | 337 | $325.2K | 0.07% | +337 | New |
| FourThought Financial Partners, LLC | 336 | $324.2K | 0.03% | +336 | New |
| Crestmont Private Wealth LLC | 334 | $322.3K | 0.09% | −1,025−75.4% | Reduced |
| Evolution Wealth Advisors, LLC | 334 | $322.3K | 0.04% | +334 | New |
| Legacy Wealth Partners, LLC | 333 | $321.3K | 0.07% | +333 | New |
| Sovran Advisors, LLC | 429 | $320.6K | 0.02% | +78+22.2% | Added |
| PFS Partners, LLC | 332 | $320.4K | 0.13% | −74−18.2% | Reduced |
| Slagle Financial, LLC | 332 | $320.3K | 0.10% | +332 | New |
| Falcon Wealth Planning | 330 | $318.4K | 0.02% | −250−43.1% | Reduced |
| Peachtree Investment Partners, LLC | 330 | $318.4K | 0.10% | +330 | New |
| Pines Wealth Management, LLC | 329 | $317.5K | 0.09% | −201−37.9% | Reduced |
| Harvest Investment Services, LLC | 328 | $316.5K | 0.05% | −377−53.5% | Reduced |
| Krane Funds Advisors LLC | 327 | $315.6K | 0.01% | −394−54.6% | Reduced |
| Almanack Investment Partners, LLC. | 326 | $314.6K | 0.04% | +326 | New |
| McElhenny Sheffield Capital Management, LLC | 326 | $314.6K | 0.08% | +326 | New |
| ARK & TLK Investments, LLC | 325 | $313.6K | 0.08% | +325 | New |
| SLT Holdings LLC | 325 | $313.6K | 0.20% | +325 | New |
| Patriot Financial Group Insurance Agency, LLC | 326 | $313.5K | 0.03% | −4,918−93.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 324 | $312.7K | 0.01% | +324 | New |
| North Star Investment Management Corp. | 323 | $311.7K | 0.02% | +200+162.6% | Added |
| Stewardship Advisors, LLC | 323 | $311.7K | 0.06% | +323 | New |
| First Business Financial Services, Inc. | 321 | $309.8K | 0.02% | +321 | New |
| EJMK Ventures LLC | 319 | $308.0K | 0.14% | +319 | New |
| Albion Financial Group | 317 | $305.9K | 0.02% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 317 | $305.9K | 0.04% | +317 | New |
| Silverlake Wealth Management LLC | 317 | $305.7K | 0.06% | +317 | New |
| Argentarii, LLC | 372 | $305.3K | 0.09% | +372 | New |
| Simon Quick Advisors, LLC | 316 | $305.1K | 0.01% | +316 | New |
| RPG Investment Advisory, LLC | 316 | $304.9K | 0.03% | −300−48.7% | Reduced |
| Independent Wealth Network Inc. | 315 | $304.0K | 0.08% | +315 | New |
| Diligent Investors, LLC | 315 | $304.0K | 0.07% | +315 | New |
| Columbia Advisory Partners LLC | 315 | $304.0K | 0.17% | +315 | New |
| Genesis Private Wealth, LLC | 315 | $304.0K | 0.09% | +315 | New |
| Stephenson & Company, Inc. | 315 | $304.0K | 0.14% | +315 | New |
| RDA Financial Network | 315 | $303.6K | 0.07% | +315 | New |
| Cigna Investments Inc | 313 | $302.0K | 0.04% | +313 | New |
| HM Payson & Co | 309 | $298.2K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 308 | $297.4K | 0.09% | +308 | New |
| Lantern Wealth Advisors, LLC | 308 | $297.2K | 0.14% | +308 | New |
| Shepherd Financial Partners LLC | 307 | $296.3K | 0.02% | −431−58.4% | Reduced |
| Toews Corp | 306 | $295.3K | 0.04% | +306 | New |
| Twin Capital Management Inc | 306 | $295.3K | 0.03% | +306 | New |
| True North Advisors, LLC | 306 | $295.0K | 0.03% | +306 | New |
| Baker Tilly Wealth Management, LLC | 305 | $294.3K | 0.06% | +305 | New |
| Nolet Wealth Management, LLC | 304 | $293.1K | 0.16% | +304 | New |
| Arrowroot Family Office, LLC | 302 | $291.4K | 0.08% | +302 | New |
| V2 Financial group LLC | 301 | $290.5K | 0.11% | +301 | New |
| Peak Financial Management, Inc. | 300 | $289.5K | 0.07% | +300 | New |
| Maltin Wealth Management, Inc. | 300 | $289.5K | 0.10% | +300 | New |
| Keudell/Morrison Wealth Management | 300 | $289.5K | 0.05% | +300 | New |
| Gilliland Jeter Wealth Management LLC | 300 | $289.5K | 0.08% | +300 | New |
| Everstar Asset Management, LLC | 300 | $289.5K | 0.14% | +300 | New |
| Citizens Business Bank | 299 | $288.5K | 0.04% | +299 | New |
| BAM Wealth Management, LLC | 299 | $288.5K | 0.18% | +299 | New |
| Hudock, Inc. | 298 | $288.4K | 0.04% | +298 | New |
