| TCTC Holdings, LLC | 298 | $287.6K | 0.01% | +298 | New |
| TCI Wealth Advisors, Inc. | 297 | $286.6K | 0.01% | +297 | New |
| Goelzer Investment Management, Inc. | 296 | $285.6K | 0.01% | +296 | New |
| Rossby Financial, LCC | 295 | $284.7K | 0.05% | +92+45.3% | Added |
| Wesbanco Bank Inc | 295 | $284.7K | 0.01% | +295 | New |
| Kaufman Rossin Wealth, LLC | 319 | $284.2K | 0.13% | +319 | New |
| Turner Financial Group, Inc. | 294 | $283.2K | 0.28% | +294 | New |
| DT Investment Partners, LLC | 293 | $282.7K | 0.02% | 00.0% | Unchanged |
| Willner & Heller, LLC | 292 | $281.3K | 0.18% | +292 | New |
| Chilton Capital Management LLC | 290 | $279.9K | 0.01% | −35−10.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 290 | $279.9K | 0.02% | +290 | New |
| Lyell Wealth Management, LP | 290 | $279.9K | 0.02% | +290 | New |
| AGH Wealth Advisors, LLC | 289 | $278.9K | 0.18% | +289 | New |
| Cherrydale Wealth Management, LLC | 287 | $277.0K | 0.07% | +287 | New |
| Parkwoods Wealth Partners, LLC | 287 | $277.0K | 0.04% | +287 | New |
| Aspire Growth Partners LLC | 286 | $276.4K | 0.16% | +286 | New |
| Matters Capital LLC | 286 | $275.6K | 0.19% | +286 | New |
| NBC Securities, Inc. | 285 | $275.5K | 0.02% | −11−3.7% | Reduced |
| Kapstone Financial Advisors LLC | 285 | $275.0K | 0.12% | +285 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 300 | $272.4K | 0.09% | +300 | New |
| Summit Global Investments | 282 | $272.0K | 0.01% | +282 | New |
| Main Street Group, LTD | 280 | $270.2K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $270.2K | 0.05% | +280 | New |
| Petros Family Wealth, LLC | 280 | $270.2K | 0.17% | +280 | New |
| Fragasso Group Inc. | 279 | $269.2K | 0.01% | +279 | New |
| MBE Wealth Management, LLC | 279 | $269.2K | 0.09% | +279 | New |
| New Republic Capital, LLC | 278 | $268.6K | 0.06% | +278 | New |
| Gateway Wealth Partners, LLC | 278 | $268.3K | 0.02% | +278 | New |
| Rainier Family Wealth Inc | 277 | $267.3K | 0.15% | +277 | New |
| Embree Financial Group | 275 | $265.4K | 0.03% | +275 | New |
| Wexford Capital LP | 273 | $263.4K | 0.04% | +273 | New |
| Monticello Wealth Management, LLC | 272 | $262.5K | 0.01% | +272 | New |
| Landscape Capital Management, L.L.C. | 271 | $261.5K | 0.02% | −11,423−97.7% | Reduced |
| Hidden Cove Wealth Management, LLC | 270 | $260.8K | 0.14% | +270 | New |
| Wall Street Financial Group, Inc. | 318 | $260.6K | 0.14% | +119+59.8% | Added |
| Wealth Management Associates, Inc. | 270 | $260.6K | 0.07% | +270 | New |
| Westmount Partners, LLC | 269 | $259.9K | 0.06% | +269 | New |
| Altar Rock LLC | 269 | $259.8K | 0.38% | +269 | New |
| Smith, Moore & Co. | 268 | $258.7K | 0.02% | +268 | New |
| Ehrlich Financial Group | 268 | $258.6K | 0.13% | +268 | New |
| Mosaic Family Wealth Partners, LLC | 267 | $257.7K | 0.02% | +267 | New |
| Traphagen Investment Advisors LLC | 267 | $257.7K | 0.02% | +267 | New |
| SJS Investment Consulting Inc. | 266 | $256.7K | 0.03% | +110+70.5% | Added |
| Harmony Asset Management LLC | 266 | $256.5K | 0.07% | +266 | New |
| Global Assets Advisory, LLC | 279 | $255.1K | 0.06% | +16+6.1% | Added |
| CogentBlue Wealth Advisors, LLC | 264 | $254.8K | 0.15% | +264 | New |
| TCFG Investment Advisors, LLC | 264 | $254.8K | 0.09% | +264 | New |
| Invst, LLC | 262 | $253.2K | 0.02% | +262 | New |
| Barings LLC | 262 | $252.8K | 0.00% | +262 | New |
| Pasadena Private Wealth, LLC | 262 | $252.8K | 0.03% | +262 | New |
| GFS Advisors, LLC | 6,000 | $250.9K | 0.03% | +6,000 | New |
| BIP Wealth, LLC | 259 | $249.9K | 0.01% | +259 | New |
| Calton & Associates, Inc. | 258 | $249.0K | 0.04% | −346−57.3% | Reduced |
| Tyche Wealth Partners LLC | 258 | $249.0K | 0.03% | +258 | New |
| Clear Creek Financial Management, LLC | 257 | $248.0K | 0.02% | +257 | New |
| Cypress Point Wealth Management, LLC | 257 | $248.0K | 0.05% | +257 | New |
| Fermata Advisors, LLC | 257 | $248.0K | 0.05% | +257 | New |
| Meridian Wealth Management, LLC | 256 | $246.9K | 0.01% | +256 | New |
| Ni Acquisitions Company, LLC | 4,877 | $246.7K | 0.11% | +4,877 | New |
| Financial & Tax Architects, LLC | 255 | $246.1K | 0.05% | +255 | New |
| nVerses Capital, LLC | 255 | $246.1K | 0.38% | −1,058−80.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 252 | $243.2K | 0.16% | −375−59.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 251 | $242.2K | 0.04% | +251 | New |
| Cullen Investment Group, Ltd. | 250 | $241.3K | 0.03% | +250 | New |
| Widmann Financial Services, Inc. | 250 | $241.3K | 0.13% | +250 | New |
| West Tower Group, LLC | 250 | $241.3K | 0.68% | +250 | New |
| Omnia Family Wealth, LLC | 249 | $240.5K | 0.06% | +249 | New |
| Guardian Wealth Advisors, LLC | 249 | $240.3K | 0.01% | +249 | New |
| Instrumental Wealth, LLC | 249 | $240.1K | 0.12% | +249 | New |
| Novem Group | 248 | $239.3K | 0.02% | +248 | New |
| Foster Victor Wealth Advisors, LLC | 271 | $238.2K | 0.01% | +271 | New |
| Retirement Planning Group | 246 | $237.8K | 0.01% | +246 | New |
| Quadcap Wealth Management, LLC | 246 | $237.4K | 0.02% | +246 | New |
| Nvest Financial, LLC | 246 | $237.3K | 0.08% | +246 | New |
| Juncture Wealth Strategies, LLC | 245 | $236.4K | 0.06% | −507−67.4% | Reduced |
| Pinnacle Family Advisors, LLC | 245 | $236.4K | 0.10% | +245 | New |
| Strategic Investment Solutions, Inc. | 245 | $236.4K | 0.05% | +245 | New |
| Disciplined Investors, L.L.C. | 245 | $236.4K | 0.12% | +245 | New |
| Shepherd Street Advisors LLC | 285 | $236.1K | 0.21% | +285 | New |
| Atlantic Union Bankshares Corp | 244 | $235.5K | 0.00% | +189+343.6% | Added |
| Carnegie Capital Asset Management, LLC | 242 | $233.5K | 0.00% | +242 | New |
| Amplius Wealth Advisors, LLC | 242 | $233.5K | 0.02% | +242 | New |
| Cardinal Point Capital Management, ULC | 241 | $232.7K | 0.01% | +241 | New |
| Werba Rubin Papier Wealth Management | 241 | $232.6K | 0.03% | +241 | New |
| ISAM Funds (UK) Ltd | 240 | $231.6K | 0.16% | +240 | New |
| Everest Management Corp. | 239 | $230.6K | 0.09% | +239 | New |
| Lantz Financial LLC | 238 | $229.7K | 0.04% | +238 | New |
| Strategic Investment Advisors | 237 | $228.9K | 0.01% | +237 | New |
| New World Advisors LLC | 237 | $228.7K | 0.04% | +237 | New |
| Sutton Place Investors LLC | 237 | $228.7K | 0.11% | +237 | New |
| Heritage Oak Wealth Advisors LLC | 236 | $227.9K | 0.07% | +236 | New |
| Ballast Rock Private Wealth LLC | 236 | $227.8K | 0.11% | +236 | New |
| West Branch Capital LLC | 236 | $227.7K | 0.05% | −21−8.2% | Reduced |
| ODonnell Financial Services, LLC | 236 | $227.7K | 0.07% | +236 | New |
| Hamilton Capital, LLC | 235 | $226.8K | 0.01% | +235 | New |
| Potentia Wealth | 235 | $226.8K | 0.09% | +235 | New |
| Mainsail Asset Management, LLC | 287 | $226.1K | 0.09% | +287 | New |
| Concentrum Wealth Management | 234 | $225.8K | 0.05% | +234 | New |
| Commonwealth Retirement Investments LLC | 234 | $225.8K | 0.06% | +234 | New |
| Tiemann Investment Advisors, LLC | 233 | $224.8K | 0.08% | +233 | New |
