| FreeGulliver LLC | 547 | $395.5K | 0.14% | −59−9.7% | Reduced |
| Fidelity D & D Bancorp Inc | 547 | $395.5K | 0.14% | +547 | New |
| Austin Asset Management Co Inc | 547 | $395.5K | 0.06% | +547 | New |
| Bull Harbor Capital LLC | 547 | $395.5K | 0.08% | +547 | New |
| Aspen Capital Management, LLC | 544 | $393.4K | 0.09% | +544 | New |
| Dearborn Partners LLC | 544 | $393.2K | 0.02% | +544 | New |
| Evergreen Wealth Partners LLC | 542 | $392.0K | 0.24% | +542 | New |
| Golden Road Advisors LLC | 542 | $391.9K | 0.19% | +542 | New |
| Compass Ion Advisors, LLC | 541 | $391.3K | 0.03% | +541 | New |
| Navigate Wealth Management, LLC | 738 | $390.9K | 0.24% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 540 | $390.4K | 0.09% | −60−10.0% | Reduced |
| TFB Advisors LLC | 540 | $390.4K | 0.17% | +540 | New |
| Kapstone Financial Advisors LLC | 540 | $390.4K | 0.16% | +540 | New |
| Fiduciary Group LLC | 539 | $389.7K | 0.03% | +539 | New |
| Chicago Capital, LLC | 539 | $389.7K | 0.01% | +539 | New |
| TopTier Wealth Management, LLC | 538 | $389.3K | 0.24% | +1+0.2% | Added |
| Wiser Wealth Management, Inc | 538 | $389.0K | 0.07% | +538 | New |
| Financial Security Advisor, Inc. | 537 | $388.5K | 0.06% | +537 | New |
| Owen LaRue, LLC | 535 | $386.8K | 0.13% | −83−13.4% | Reduced |
| Tortoise Investment Management, LLC | 535 | $386.8K | 0.03% | +535 | New |
| Blue Water Asset Management | 535 | $386.5K | 0.12% | +535 | New |
| Family Management Corp | 534 | $386.1K | 0.04% | +534 | New |
| Smith Shellnut Wilson LLC | 533 | $385.4K | 0.14% | +533 | New |
| Invested Advisors | 532 | $384.6K | 0.34% | +532 | New |
| RDA Financial Network | 531 | $383.9K | 0.08% | +531 | New |
| Core Alternative Capital | 530 | $383.2K | 0.11% | +87+19.6% | Added |
| Cornerstone Select Advisors, LLC | 530 | $383.2K | 0.16% | +530 | New |
| PFW Advisors LLC | 529 | $382.5K | 0.11% | +529 | New |
| Financial Planning Navigators CORP | 525 | $379.7K | 0.14% | +525 | New |
| Green Square Capital Advisors LLC | 525 | $379.6K | 0.04% | +525 | New |
| Omnia Family Wealth, LLC | 525 | $379.6K | 0.10% | +525 | New |
| Hill Island Financial LLC | 525 | $379.6K | 0.08% | +525 | New |
| Decision Investments, Inc | 525 | $379.6K | 0.35% | +525 | New |
| Greater Midwest Financial Group, LLC | 525 | $379.5K | 0.19% | +525 | New |
| Foguth Wealth Management, LLC. | 722 | $379.5K | 0.04% | +37+5.4% | Added |
| Marathon Capital Management | 523 | $378.1K | 0.08% | +523 | New |
| Market Street Wealth Management Advisors LLC | 523 | $378.1K | 0.05% | +523 | New |
| Auxano Advisors, LLC | 520 | $376.0K | 0.07% | +520 | New |
| Talisman Wealth Advisors LLC | 519 | $375.2K | 0.29% | +519 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 519 | $375.2K | 0.04% | +519 | New |
| Kennedy Investment Group | 518 | $374.8K | 0.13% | +518 | New |
| Manhattan West Asset Management, LLC | 518 | $374.5K | 0.06% | +518 | New |
| Coastal Investment Advisors, Inc. | 518 | $374.3K | 0.12% | +518 | New |
| Onyx Bridge Wealth Group LLC | 516 | $373.1K | 0.03% | +516 | New |
| M3 Advisory Group, LLC | 516 | $372.9K | 0.19% | −166−24.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 515 | $372.3K | 0.02% | +515 | New |
| Vanguard National Trust Co | 514 | $371.6K | 0.02% | +20+4.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 514 | $371.6K | 0.20% | +514 | New |
| Granite Bay Wealth Management, LLC | 513 | $371.0K | 0.03% | +513 | New |
| Parkway Wealth Management Group, LLC | 512 | $370.2K | 0.04% | −4−0.8% | Reduced |
| City National Bank of Florida | 511 | $369.5K | 0.15% | +511 | New |
| Peak Financial Advisors LLC | 511 | $369.5K | 0.15% | +511 | New |
| Strategic Investment Solutions, Inc. | 511 | $369.5K | 0.08% | +511 | New |
| Financial Harvest, LLC | 511 | $369.5K | 0.15% | +511 | New |
| NorthStar Asset Management LLC | 510 | $368.7K | 0.15% | +510 | New |
| Instrumental Wealth, LLC | 510 | $368.7K | 0.19% | +510 | New |
| Addison Advisors LLC | 509 | $368.0K | 0.17% | −1,449−74.0% | Reduced |
| Sunbeam Capital Management, LLC | 508 | $367.1K | 0.17% | +508 | New |
| FF Advisors,LLC | 507 | $366.6K | 0.14% | +5+1.0% | Added |
| First Financial Bank - Trust Division | 506 | $365.8K | 0.03% | +506 | New |
| Meadow Creek Wealth Advisors LLC | 504 | $364.4K | 0.22% | +504 | New |
| Tortuga Wealth Management, Inc | 504 | $364.4K | 0.28% | +504 | New |
| Box Hill Private Wealth LLC | 502 | $363.3K | 0.29% | +502 | New |
| Rise Advisors, LLC | 502 | $363.0K | 0.10% | +502 | New |
| Dana Investment Advisors, Inc. | 502 | $362.9K | 0.01% | +502 | New |
| Mechanics Financial Corp | 500 | $361.5K | 0.13% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 500 | $361.5K | 0.24% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 500 | $361.5K | 0.04% | +500 | New |
| Reik & Co., LLC | 500 | $361.5K | 0.09% | +500 | New |
| Kohmann Bosshard Financial Services, LLC | 500 | $361.5K | 0.03% | +500 | New |
| O'Keefe Stevens Advisory, Inc. | 500 | $361.5K | 0.07% | +500 | New |
| Chiron Capital Management, LLC | 500 | $361.5K | 0.32% | +500 | New |
| Mustard Seed Financial, LLC | 500 | $361.5K | 0.19% | +500 | New |
| Morton Community Bank | 500 | $361.5K | 0.07% | +500 | New |
| Kellett Schaffner Wealth Advisors LLC | 499 | $360.8K | 0.17% | +499 | New |
| Flagstone Financial Management | 499 | $360.8K | 0.08% | +499 | New |
| Sanchez Gaunt Capital Management, LLC | 498 | $360.1K | 0.20% | +498 | New |
| Alpha Zero LLC | 640 | $359.1K | 0.14% | +14+2.2% | Added |
| CM Wealth Advisors LLC | 495 | $357.9K | 0.06% | +495 | New |
| Alchemi Wealth, LLC | 494 | $357.6K | 0.17% | +494 | New |
| Toth Financial Advisory Corp | 494 | $357.2K | 0.03% | +100+25.4% | Added |
| Bayban | 493 | $356.4K | 0.27% | 00.0% | Unchanged |
| Syntax Research, Inc. | 492 | $355.7K | 0.26% | −5,000−91.0% | Reduced |
| Tyche Wealth Partners LLC | 491 | $355.3K | 0.05% | +491 | New |
| Tilia Fiduciary Partners, Inc. | 491 | $355.0K | 0.17% | +491 | New |
| Pettinga Financial Advisors, LLC | 490 | $354.4K | 0.06% | +490 | New |
| VCI Wealth Management LLC | 490 | $354.3K | 0.09% | +490 | New |
| Truepoint, Inc. | 489 | $353.5K | 0.01% | +489 | New |
| Shakespeare Wealth Management, Inc. | 487 | $352.1K | 0.09% | +487 | New |
| Well Done, LLC | 486 | $351.4K | 0.05% | +486 | New |
| Vaquero Private Wealth, Ltd | 485 | $350.7K | 0.07% | +485 | New |
| Buck Wealth Strategies, LLC | 482 | $348.7K | 0.04% | +482 | New |
| Clearview Wealth Management LLC | 482 | $348.5K | 0.22% | +482 | New |
| Sterling Wealth Management, Inc. | 481 | $347.8K | 0.09% | +481 | New |
| Eagle Bay Advisors LLC | 481 | $347.4K | 0.26% | +481 | New |
| Heffernan Advisory, Inc | 480 | $347.0K | 0.29% | +480 | New |
| Pinnacle West Asset Management, Inc. | 480 | $347.0K | 0.24% | +480 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 479 | $346.6K | 0.02% | +479 | New |
| Semus Wealth Partners LLC | 479 | $346.4K | 0.17% | +479 | New |
| Elm3 Financial Group, LLC | 478 | $345.9K | 0.24% | +478 | New |
