| Fourth Dimension Wealth, LLC | 865 | $359.6K | 0.11% | +698+418.0% | Added |
| Copper Harbor Investment Advisors, LLC | 865 | $359.4K | 0.08% | +865 | New |
| Avion Wealth | 866 | $359.0K | 0.07% | +65+8.1% | Added |
| Capstone Financial Advisors, Inc. | 860 | $357.4K | 0.02% | +5+0.6% | Added |
| Cherrydale Wealth Management, LLC | 860 | $357.3K | 0.09% | +4+0.5% | Added |
| Atlas Brown,Inc. | 860 | $357.3K | 0.10% | −6−0.7% | Reduced |
| Jensen Investment Management Inc | 859 | $357.0K | 0.01% | −632−42.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 860 | $357.0K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 857 | $356.0K | 0.03% | −492−36.5% | Reduced |
| LFG Wealth Partners, LLC | 853 | $354.6K | 0.17% | +27+3.3% | Added |
| Red Wave Investments LLC | 853 | $354.5K | 0.09% | −56−6.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 852 | $354.1K | 0.21% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 852 | $354.1K | 0.27% | +88+11.5% | Added |
| Northern Capital Management, Inc. | 849 | $353.1K | 0.15% | −1−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 849 | $352.9K | 0.12% | −157−15.6% | Reduced |
| Lifestyle Asset Management, Inc. | 846 | $351.6K | 0.09% | +31+3.8% | Added |
| Traveka Wealth, LLC | 844 | $350.9K | 0.12% | +844 | New |
| Stronghold Wealth Management L.L.C. | 844 | $350.8K | 0.47% | −3−0.4% | Reduced |
| Capstone Wealth Management, LLC | 844 | $350.8K | 0.16% | +844 | New |
| Beacon Financial Advisory LLC | 843 | $350.4K | 0.07% | +89+11.8% | Added |
| Cairn Investment Group, Inc. | 841 | $350.0K | 0.15% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 842 | $350.0K | 0.31% | 00.0% | Unchanged |
| Webster Bank, N. A. | 840 | $349.1K | 0.03% | +141+20.2% | Added |
| Odyssean, LLC | 838 | $348.3K | 0.06% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 838 | $348.3K | 0.02% | +5+0.6% | Added |
| Lavaca Capital LLC | 837 | $347.9K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 836 | $347.5K | 0.02% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 835 | $347.1K | 0.52% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 832 | $345.8K | 0.02% | −52−5.9% | Reduced |
| WJ Financial Advisors LLC | 831 | $345.4K | 0.25% | −2−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 831 | $345.4K | 0.13% | +831 | New |
| Stillwater Capital Advisors, LLC | 830 | $345.0K | 0.04% | −101−10.8% | Reduced |
| Benedict Financial Advisors Inc | 825 | $342.9K | 0.07% | +4+0.5% | Added |
| Delaney Dennis R | 825 | $342.9K | 0.11% | −2,155−72.3% | Reduced |
| Marin Bay Wealth Advisors, LLC | 824 | $342.6K | 0.18% | −1,063−56.3% | Reduced |
| Clean Yield Group | 824 | $342.5K | 0.08% | −80−8.8% | Reduced |
| Crown Wealth Group, LLC | 822 | $341.6K | 0.09% | +822 | New |
| BluePath Capital Management, LLC | 821 | $341.2K | 0.19% | +821 | New |
| Maple Capital Management, Inc. | 821 | $341.2K | 0.02% | +30+3.8% | Added |
| Financial Council Asset Management Inc | 820 | $340.8K | 0.11% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 819 | $340.4K | 0.28% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 801 | $340.4K | 0.02% | −134−14.3% | Reduced |
| Allied Private Wealth LLC | 799 | $340.1K | 0.22% | +799 | New |
| TigerOak Management, L.L.C. | 815 | $338.7K | 0.10% | −26−3.1% | Reduced |
| jvl associates llc | 814 | $338.3K | 0.10% | +814 | New |
| Crux Wealth Advisors | 813 | $338.1K | 0.12% | −7−0.9% | Reduced |
| Whetstone Capital Advisors, LLC | 811 | $337.1K | 0.09% | −77−8.7% | Reduced |
| ETF Portfolio Partners, Inc. | 811 | $337.1K | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 810 | $336.7K | 0.10% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 809 | $336.4K | 0.02% | −37−4.4% | Reduced |
| Bruce G. Allen Investments, LLC | 808 | $335.8K | 0.21% | −21−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 807 | $335.4K | 0.06% | +159+24.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 807 | $335.3K | 0.03% | −30−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 802 | $333.2K | 0.02% | +29+3.8% | Added |
| New World Advisors LLC | 800 | $332.5K | 0.06% | +800 | New |
| Shulman DeMeo Asset Management LLC | 799 | $332.1K | 0.06% | −92−10.3% | Reduced |
| Peoples Bank | 799 | $332.1K | 0.17% | +799 | New |
| Raleigh Capital Management Inc. | 798 | $331.6K | 0.11% | −8−1.0% | Reduced |
| Arbor Investment Advisors, LLC | 797 | $331.4K | 0.04% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 797 | $331.3K | 0.04% | +797 | New |
| Holistic Financial Partners | 795 | $330.6K | 0.20% | −363−31.3% | Reduced |
| Bill Few Associates, Inc. | 795 | $330.3K | 0.07% | +1+0.1% | Added |
| PeakShares LLC | 793 | $329.6K | 0.25% | −1,030−56.5% | Reduced |
| Granger Management LLC | 793 | $329.6K | 0.10% | +793 | New |
| Ritter Daniher Financial Advisory LLC | 792 | $329.3K | 0.05% | −242−23.4% | Reduced |
| Integris Wealth Management, LLC | 791 | $328.8K | 0.07% | +791 | New |
| Trifecta Capital Advisors, LLC | 791 | $328.8K | 0.04% | +6+0.8% | Added |
| Family Management Corp | 791 | $328.8K | 0.03% | +791 | New |
| Ariston Services Group | 789 | $327.9K | 0.18% | +789 | Added |
| Mainsail Asset Management, LLC | 769 | $327.8K | 0.13% | +769 | New |
| Sandy Cove Advisors, LLC | 788 | $327.7K | 0.08% | +788 | New |
| White Knight Strategic Wealth Advisors, LLC | 784 | $325.9K | 0.23% | +784 | New |
| Integral Investment Advisors, Inc. | 784 | $325.7K | 0.07% | +30+4.0% | Added |
| August Group Capital Ltd | 783 | $325.4K | 0.36% | +10+1.3% | Added |
| Balance Wealth, LLC | 783 | $325.4K | 0.09% | −376−32.4% | Reduced |
| Berman McAleer LLC | 783 | $325.3K | 0.04% | −99−11.2% | Reduced |
| Luts & Greenleigh Group, Inc | 782 | $325.0K | 0.25% | +782 | New |
| AlphaGrep UK Ltd | 781 | $324.6K | 0.10% | −2,391−75.4% | Reduced |
| Principal Street Partners, LLC | 780 | $324.0K | 0.05% | +780 | New |
| Sage Investment Advisers LLC | 779 | $323.8K | 0.22% | −451−36.7% | Reduced |
| Westshore Wealth, LLC | 779 | $323.8K | 0.10% | +38+5.1% | Added |
| Centennial Wealth Advisory LLC | 778 | $323.4K | 0.07% | +10+1.3% | Added |
| Heron Bay Capital Management | 776 | $322.5K | 0.03% | 00.0% | Unchanged |
| Williams & Novak, LLC | 776 | $322.5K | 0.22% | +35+4.7% | Added |
| waypoint wealth counsel | 774 | $321.7K | 0.20% | −431−35.8% | Reduced |
| Affinity Capital Advisors, LLC | 770 | $321.7K | 0.04% | +770 | New |
| Paradigm, Strategies in Wealth Management, LLC | 773 | $321.4K | 0.20% | −24−3.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 773 | $321.3K | 0.10% | +773 | New |
| Westhampton Capital, LLC | 772 | $320.9K | 0.13% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 771 | $320.5K | 0.02% | +21+2.8% | Added |
| Meridian Wealth Partners, LLC | 771 | $320.3K | 0.04% | +771 | New |
| Towercrest Capital Management | 770 | $320.0K | 0.04% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 771 | $320.0K | 0.11% | −71−8.4% | Reduced |
| Greater Midwest Financial Group, LLC | 768 | $319.3K | 0.16% | −49−6.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 768 | $319.2K | 0.06% | +18+2.4% | Added |
| Wendell David Associates Inc | 767 | $319.0K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 766 | $318.4K | 0.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 765 | $318.0K | 0.04% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 763 | $316.9K | 0.14% | −37−4.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 762 | $316.7K | 0.04% | +762 | New |
