| Encompass Wealth Advisors, LLC | 575 | $274.6K | 0.08% | +575 | New |
| Rockland Trust Co | 575 | $274.6K | 0.01% | +575 | New |
| Vantage Point Financial LLC | 575 | $274.6K | 0.08% | +575 | New |
| Retirement Planning Group | 575 | $274.4K | 0.01% | −164−22.2% | Reduced |
| Medallion Wealth Advisors, LLC | 573 | $273.6K | 0.09% | −5−0.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 571 | $273.2K | 0.04% | −28−4.7% | Reduced |
| Artesa Financial Group, LLC | 572 | $273.2K | 0.23% | +572 | New |
| Centric Wealth Management | 680 | $273.1K | 0.04% | 00.0% | Unchanged |
| LWM Advisors Inc | 571 | $272.7K | 0.20% | +571 | New |
| Schnieders Capital Management, LLC. | 571 | $272.7K | 0.04% | +571 | New |
| Byrne Financial Freedom, LLC | 568 | $271.3K | 0.11% | −32−5.3% | Reduced |
| MPS Loria Financial Planners, LLC | 568 | $271.3K | 0.06% | +568 | New |
| First Business Financial Services, Inc. | 567 | $270.8K | 0.02% | +567 | New |
| KC Investment Advisors, LLC | 567 | $270.8K | 0.05% | +567 | New |
| Tulsa Wealth Advisors, INC | 567 | $270.6K | 0.04% | +567 | New |
| Legacy Solutions, LLC | 566 | $270.3K | 0.22% | +566 | New |
| Bulltick Wealth Management, LLC | 564 | $269.9K | 0.06% | −84−13.0% | Reduced |
| Luts & Greenleigh Group, Inc | 565 | $269.8K | 0.20% | +565 | New |
| Richardson Financial Services Inc. | 564 | $269.4K | 0.15% | +61+12.1% | Added |
| MSH Capital Advisors LLC | 563 | $268.9K | 0.05% | +563 | New |
| Prosperity Financial Group, Inc. | 562 | $268.4K | 0.08% | +562 | New |
| Rice Partnership, LLC | 560 | $267.4K | 0.03% | +560 | New |
| My Personal CFO, LLC | 560 | $267.4K | 0.10% | +560 | New |
| TSFG, LLC | 560 | $267.0K | 0.03% | +194+53.0% | Added |
| Hudock, Inc. | 557 | $266.1K | 0.03% | +557 | New |
| Vista Investment Partners LLC | 557 | $266.0K | 0.07% | +557 | New |
| IMA Wealth, Inc. | 555 | $265.4K | 0.02% | +288+107.9% | Added |
| Cooper/Haims Advisors, LLC | 555 | $265.1K | 0.11% | +555 | New |
| Kohmann Bosshard Financial Services, LLC | 555 | $265.1K | 0.02% | +555 | New |
| Marble Wealth, LLC | 554 | $264.7K | 0.04% | +554 | New |
| Adirondack Trust Co | 554 | $264.6K | 0.08% | −4−0.7% | Reduced |
| River Wealth Advisors LLC | 551 | $263.1K | 0.03% | +551 | New |
| F/M Investments LLC | 551 | $263.1K | 0.01% | +551 | New |
| LifeGoal Wealth Advisors | 550 | $262.7K | 0.12% | +550 | New |
| Planning Alternatives Ltd | 549 | $262.2K | 0.03% | +549 | New |
| Camarda Financial Advisors, LLC | 548 | $261.7K | 0.08% | −188−25.5% | Reduced |
| Quartz Partners, LLC | 542 | $258.8K | 0.08% | +542 | New |
| Kondo Wealth Advisors, Inc. | 542 | $258.8K | 0.09% | +542 | New |
| Smith Shellnut Wilson LLC | 541 | $258.4K | 0.10% | +541 | New |
| WestHill Financial Advisors, Inc. | 541 | $258.4K | 0.04% | +541 | New |
| Leisure Capital Management | 540 | $257.9K | 0.08% | +540 | New |
| First Community Trust NA | 540 | $257.9K | 0.12% | +353+188.8% | Added |
| Legacy Financial Group, Inc. | 539 | $257.4K | 0.06% | +539 | New |
| DecisionMap Wealth Management, LLC | 539 | $257.4K | 0.14% | +539 | New |
| Orcam Financial Group | 538 | $256.9K | 0.13% | +538 | New |
| NBH Bank | 535 | $255.5K | 0.11% | +535 | New |
| Betterment LLC | 533 | $255.0K | 0.00% | +533 | New |
| LongView Wealth Management | 533 | $254.5K | 0.07% | −538−50.2% | Reduced |
| Oxford Wealth Group, LLC | 533 | $254.5K | 0.11% | −77−12.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 532 | $254.2K | 0.05% | +532 | New |
| River Street Advisors LLC | 532 | $254.1K | 0.07% | +532 | New |
| Private Management Group Inc | 532 | $254.1K | 0.01% | +532 | New |
| GSG Advisors LLC | 532 | $254.1K | 0.06% | +532 | New |
| Chico Wealth RIA | 531 | $253.6K | 0.13% | +531 | New |
| Coastline Trust Co | 530 | $253.1K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 530 | $253.1K | 0.00% | +530 | New |
| MBE Wealth Management, LLC | 530 | $253.1K | 0.09% | +530 | New |
| Investment Advisory Services Group LLC | 529 | $252.6K | 0.18% | +529 | New |
| Colter Lewis Investment Partners LLC | 525 | $251.2K | 0.11% | +525 | New |
| Decision Investments, Inc | 526 | $251.2K | 0.23% | +526 | New |
| Vicus Capital | 525 | $251.0K | 0.02% | +525 | New |
| Silver Grove Financial Group, Inc. | 525 | $250.7K | 0.14% | +460+707.7% | Added |
| Prosperity Advisers, LLC | 524 | $250.7K | 0.18% | +524 | New |
| Gillespie Robinson & Grimm Inc | 525 | $250.7K | 0.02% | −100−16.0% | Reduced |
| Parvin Asset Management, LLC | 525 | $250.7K | 0.20% | −25−4.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 525 | $250.7K | 0.20% | +9+1.7% | Added |
| First Interstate Bank | 525 | $250.7K | 0.01% | +525 | New |
| Collective Family Office LLC | 525 | $250.7K | 0.05% | +525 | New |
| Black Diamond Financial, LLC | 524 | $250.2K | 0.02% | +524 | New |
| Sittner & Nelson, LLC | 523 | $249.8K | 0.08% | −305−36.8% | Reduced |
| Adapt Wealth Advisors, LLC | 523 | $249.8K | 0.08% | −98−15.8% | Reduced |
| Capital Wealth Alliance, LLC | 523 | $249.8K | 0.12% | +523 | New |
| Code Waechter LLC | 523 | $249.8K | 0.13% | +523 | New |
| Davidson Kahn Capital Management, LLC | 523 | $249.8K | 0.11% | +523 | New |
| Capital Planning LLC | 521 | $249.3K | 0.07% | +521 | New |
| Hickory Point Bank & Trust | 522 | $249.3K | 0.15% | −100−16.1% | Reduced |
| Gentry Private Wealth, LLC | 520 | $248.3K | 0.13% | +520 | New |
| Wall Street Access Asset Management, LLC | 520 | $248.2K | 0.04% | +267+105.5% | Added |
| Pettinga Financial Advisors, LLC | 519 | $248.1K | 0.04% | −249−32.4% | Reduced |
| Second Line Capital, LLC | 518 | $247.9K | 0.05% | −5−1.0% | Reduced |
| Arbor Investment Advisors, LLC | 519 | $247.9K | 0.03% | +519 | New |
| Brand Asset Management Group, Inc. | 519 | $247.9K | 0.05% | +519 | New |
| Cornerstone Financial Management LLC | 518 | $247.4K | 0.20% | +90+21.0% | Added |
| Evergreen Advisors, LLC | 518 | $247.4K | 0.05% | +250+93.3% | Added |
| Blue Rock Wealth Management LLC | 517 | $246.9K | 0.14% | −98−15.9% | Reduced |
| Morling Financial Advisors, LLC | 517 | $246.9K | 0.07% | +517 | New |
| Enzi Wealth | 587 | $246.8K | 0.08% | −18−3.0% | Reduced |
| Pinnacle Holdings, LLC | 516 | $246.4K | 0.08% | +1+0.2% | Added |
| Brown Miller Wealth Management, LLC | 516 | $246.4K | 0.06% | +516 | New |
| Community Bank, N.A. | 516 | $246.4K | 0.03% | +69+15.4% | Added |
| CLG LLC | 515 | $246.1K | 0.05% | +515 | New |
| Grant Street Asset Management, Inc. | 515 | $245.9K | 0.04% | −117−18.5% | Reduced |
| Papp L Roy & Associates | 515 | $245.9K | 0.03% | +515 | New |
| Saxony Capital Management, LLC | 515 | $245.9K | 0.11% | +515 | New |
| Tradewinds Capital Management, LLC | 514 | $245.5K | 0.04% | +73+16.6% | Added |
| Clarity Wealth Advisors, LLC | 514 | $245.5K | 0.04% | +514 | New |
| Concord Asset Management, LLC | 514 | $245.5K | 0.04% | +514 | New |
| PW Nova Financial Services LLC | 513 | $245.0K | 0.05% | +513 | New |
| Gray Private Wealth, LLC | 512 | $244.5K | 0.11% | +512 | New |
| Old Peak Finance LLC | 512 | $244.5K | 0.12% | +512 | New |
