| Gabelli & Co Investment Advisers, Inc. | 675 | $280.6K | 0.04% | +675 | New |
| Wayfinding Financial, LLC | 675 | $280.0K | 0.11% | +675 | New |
| UMA Financial Services, Inc. | 673 | $279.7K | 0.03% | +92+15.8% | Added |
| Worth Financial Advisory Group, LLC | 672 | $279.1K | 0.12% | +672 | New |
| Congress Asset Management Co | 670 | $278.4K | 0.00% | −279−29.4% | Reduced |
| Kelman-Lazarov, Inc. | 669 | $278.2K | 0.04% | +669 | New |
| Vance Wealth, Inc. | 668 | $277.7K | 0.06% | +668 | New |
| Sonata Capital Group Inc | 665 | $276.4K | 0.09% | +665 | New |
| Moody Lynn & Lieberson, LLC | 662 | $275.1K | 0.01% | +662 | New |
| HMV Wealth Advisors, LLC | 662 | $275.1K | 0.11% | +662 | New |
| Mayport, LLC | 661 | $274.6K | 0.04% | +661 | New |
| Disciplined Equity Management, Inc. | 660 | $274.3K | 0.12% | +660 | New |
| DecisionMap Wealth Management, LLC | 659 | $273.9K | 0.15% | +659 | New |
| RWM Asset Management, LLC | 660 | $273.5K | 0.04% | −430−39.4% | Reduced |
| 180 Wealth Advisors, LLC | 655 | $272.2K | 0.03% | −1,175−64.2% | Reduced |
| Marino, Stram & Associates LLC | 655 | $272.2K | 0.04% | +655 | New |
| Northcape Wealth Management, LLC | 654 | $271.9K | 0.07% | +654 | New |
| Birch Hill Investment Advisors LLC | 654 | $271.8K | 0.01% | +654 | New |
| Etesian Wealth Advisors, Inc. | 654 | $271.8K | 0.08% | +654 | New |
| Princeton Capital Management LLC | 654 | $271.8K | 0.06% | +654 | New |
| Landaas & Co | 653 | $271.6K | 0.05% | +653 | New |
| Purkiss Capital Advisors LLC | 653 | $271.4K | 0.10% | +653 | New |
| Wealth Dimensions Group, Ltd. | 653 | $271.3K | 0.05% | +653 | New |
| Ellis Investment Partners, LLC | 652 | $271.2K | 0.04% | −1,890−74.4% | Reduced |
| Trailhead Planners LLC | 652 | $271.0K | 0.26% | +652 | New |
| Aufman Associates Inc | 652 | $271.0K | 0.11% | +652 | New |
| MW Advisory, LLC | 652 | $271.0K | 0.11% | +652 | New |
| Cottage Street Advisors LLC | 651 | $270.6K | 0.10% | +651 | New |
| Papamarkou Wellner Asset Management inc. | 1,000 | $270.6K | 0.17% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 650 | $270.2K | 0.15% | +650 | New |
| William John Sempolinski | 650 | $270.2K | 0.11% | +650 | New |
| Villere St Denis J & Co LLC | 650 | $270.2K | 0.03% | +650 | New |
| Onyx Bridge Wealth Group LLC | 650 | $270.0K | 0.02% | +650 | New |
| Tufton Capital Management | 650 | $270.0K | 0.05% | +650 | New |
| Northstar Group, Inc. | 649 | $269.7K | 0.03% | +649 | New |
| Uniting Wealth Partners, LLC | 648 | $269.3K | 0.05% | +648 | New |
| Master's Wealth Management Inc. | 647 | $269.1K | 0.08% | +647 | New |
| Eagle Wealth Advisors LLC | 646 | $268.5K | 0.20% | −326−33.5% | Reduced |
| Bank Ozk | 646 | $268.5K | 0.08% | +646 | New |
| Carl P. Sherr & Co., LLC | 645 | $268.1K | 0.11% | +645 | New |
| Orcam Financial Group | 645 | $268.1K | 0.13% | +645 | New |
| Piedmont Capital Management, LLC | 645 | $268.1K | 0.16% | +645 | New |
| Union Savings Bank | 645 | $268.1K | 0.11% | +38+6.3% | Added |
| One Charles Private Wealth Services, LLC | 645 | $267.9K | 0.06% | +645 | New |
| K.J. Harrison & Partners Inc | 644 | $267.7K | 0.04% | +644 | New |
| Paragon Capital Management Ltd | 643 | $267.3K | 0.05% | +643 | New |
| Argos Wealth Advisors, LLC | 642 | $266.8K | 0.07% | +642 | New |
| Albert D Mason Inc | 641 | $266.4K | 0.15% | +641 | New |
| Rise Advisors, LLC | 641 | $266.2K | 0.07% | +641 | New |
| Barrett & Company, Inc. | 640 | $266.2K | 0.07% | −44−6.4% | Reduced |
| Philadelphia Trust Co | 640 | $266.0K | 0.02% | +640 | New |
| Hopwood Financial Services, Inc. | 639 | $265.6K | 0.15% | +639 | New |
| Martel Wealth Advisors Inc | 639 | $265.6K | 0.04% | +639 | New |
| Intelligence Driven Advisers, LLC | 637 | $264.8K | 0.04% | +637 | New |
| Harvest Investment Services, LLC | 636 | $264.3K | 0.04% | +636 | New |
| Alterna Wealth Management, Inc | 636 | $264.3K | 0.15% | +636 | New |
| J. M. Brown & Associates Inc. | 636 | $264.3K | 0.15% | +636 | New |
| AMG Asset Management Group, Inc. | 635 | $264.1K | 0.17% | +635 | New |
| Intergy Private Wealth, LLC | 635 | $263.9K | 0.06% | +635 | New |
| CJM Wealth Advisers, Ltd. | 635 | $263.7K | 0.07% | +635 | New |
| MBA Advisors LLC | 633 | $263.1K | 0.09% | +633 | New |
| Keynote Financial Services LLC | 630 | $261.8K | 0.12% | +630 | New |
| Newton One Investments LLC | 630 | $261.8K | 0.07% | +4+0.6% | Added |
| Adirondack Trust Co | 629 | $261.4K | 0.08% | −101−13.8% | Reduced |
| Laurel Wealth Planning LLC | 627 | $260.6K | 0.12% | +627 | New |
| Golden Road Advisors LLC | 626 | $260.1K | 0.13% | +626 | New |
| Plante Moran Financial Advisors, LLC | 623 | $258.8K | 0.01% | −133−17.6% | Reduced |
| Stony Point Wealth Management Inc. | 622 | $258.6K | 0.09% | +622 | New |
| Blue Chip Partners, Inc. | 622 | $258.4K | 0.02% | −1,401−69.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 621 | $258.1K | 0.02% | +621 | New |
| Saxony Capital Management, LLC | 620 | $257.8K | 0.12% | +620 | New |
| Advisortrust Partners, LLC | 619 | $257.3K | 0.09% | +619 | New |
| Strait & Sound Wealth Management LLC | 618 | $256.9K | 0.09% | −300−32.7% | Reduced |
| Insight Advisors, LLC | 616 | $256.5K | 0.05% | +616 | New |
| bLong Financial, LLC | 617 | $256.4K | 0.17% | +617 | New |
| IFC Advisors LLC | 615 | $255.6K | 0.03% | +615 | New |
| Crewe Advisors LLC | 613 | $254.7K | 0.02% | +113+22.6% | Added |
| Allied Investment Advisors, LLC | 612 | $254.6K | 0.03% | +612 | New |
| GEN Financial Management, INC. | 611 | $254.0K | 0.15% | +611 | New |
| Texas Bank & Trust Co | 611 | $253.9K | 0.08% | +611 | New |
| Emergent Wealth Advisors, LLC | 622 | $253.8K | 0.13% | +622 | New |
| Eaton-Cambridge Inc. | 610 | $253.5K | 0.07% | +610 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 610 | $253.5K | 0.20% | +610 | New |
| Peachtree Investment Partners, LLC | 610 | $253.5K | 0.08% | +610 | New |
| Francis Financial, Inc. | 609 | $253.1K | 0.04% | +609 | New |
| Fountainhead AM, LLC | 609 | $253.1K | 0.19% | +27+4.6% | Added |
| Axim Planning & Wealth | 609 | $253.0K | 0.36% | −190−23.8% | Reduced |
| Center for Financial Planning, Inc. | 607 | $252.1K | 0.02% | −152−20.0% | Reduced |
| Able Wealth Management LLC | 605 | $251.6K | 0.06% | +605 | New |
| Panoramic Capital Partners, LLC | 604 | $251.0K | 0.12% | +604 | New |
| IVC Wealth Advisors LLC | 604 | $250.8K | 0.10% | +604 | New |
| Capital Financial Group Inc | 603 | $250.7K | 0.13% | +603 | New |
| Financial Insights, Inc. | 603 | $250.6K | 0.07% | +603 | New |
| Strategic Financial Concepts, LLC | 602 | $250.3K | 0.07% | +602 | New |
| Viaable, LLC | 586 | $250.1K | 0.21% | +586 | New |
| Hanson & Doremus Investment Management | 601 | $250.0K | 0.03% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 601 | $249.9K | 0.12% | +601 | New |
| Axiom Investment Management LLC | 600 | $249.4K | 0.17% | +68+12.8% | Added |
| First Dallas Securities Inc. | 600 | $249.4K | 0.08% | −250−29.4% | Reduced |
| Independent Family Office, LLC | 600 | $249.4K | 0.10% | +600 | New |
