| Somerset Trust Co | 681 | $217.2K | 0.07% | +681 | New |
| Rooted Wealth Advisors, Inc. | 680 | $217.3K | 0.08% | +680 | New |
| Prestige Wealth Management Group LLC | 682 | $217.5K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 683 | $217.9K | 0.15% | +683 | New |
| Onyx Bridge Wealth Group LLC | 686 | $218.9K | 0.03% | −205−23.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $219.0K | 0.07% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 688 | $219.5K | 0.06% | +688 | New |
| Reuter James Wealth Management, LLC | 688 | $219.5K | 0.03% | +688 | New |
| LRI Investments, LLC | 690 | $220.1K | 0.02% | −73−9.6% | Reduced |
| ERn Financial, LLC | 692 | $220.7K | 0.05% | −2,806−80.2% | Reduced |
| Avion Wealth | 693 | $221.0K | 0.05% | −137−16.5% | Reduced |
| O'Brien Greene & Co. Inc | 695 | $221.7K | 0.07% | +695 | New |
| BCJ Capital Management, LLC | 698 | $222.6K | 0.01% | +698 | New |
| PPS&V Asset Management Consultants, Inc. | 698 | $222.8K | 0.14% | +698 | New |
| Pointe Capital Management LLC | 699 | $223.0K | 0.12% | +699 | New |
| Pine Harbor Wealth Management, LLC | 699 | $223.0K | 0.08% | +699 | New |
| Correct Capital Wealth Management | 700 | $223.3K | 0.04% | −296−29.7% | Reduced |
| Catherine Avery Investment Management LLC | 700 | $223.3K | 0.17% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 700 | $223.3K | 0.11% | +700 | New |
| M3 Advisory Group, LLC | 701 | $223.5K | 0.15% | −83−10.6% | Reduced |
| American Financial Advisors, LLC | 702 | $223.8K | 0.03% | +702 | New |
| Frederick Financial Consultants, LLC | 706 | $225.3K | 0.14% | +706 | New |
| Tidemark, LLC | 707 | $225.4K | 0.07% | +81+12.9% | Added |
| Retireful, LLC | 709 | $226.2K | 0.16% | +709 | New |
| Stiles Financial Services Inc | 710 | $226.6K | 0.08% | −98−12.1% | Reduced |
| Holcombe Financial, Inc. | 712 | $227.1K | 0.17% | +712 | New |
| Slocum, Gordon & Co LLP | 718 | $229.0K | 0.18% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 718 | $229.0K | 0.13% | +3+0.4% | Added |
| Park Square Financial Group, LLC | 718 | $229.0K | 0.17% | +1+0.1% | Added |
| QVR LLC | 721 | $230.0K | 0.23% | +721 | New |
| ARS Wealth Advisors Group, LLC | 721 | $230.0K | 0.03% | +721 | New |
| New Wave Wealth Advisors LLC | 722 | $230.3K | 0.10% | +722 | New |
| Peak Retirement Planning, Inc. | 724 | $231.0K | 0.09% | +724 | New |
| Abacus Wealth Partners, LLC | 725 | $231.3K | 0.04% | +725 | New |
| Canal Capital Management, LLC | 725 | $231.3K | 0.04% | +725 | New |
| Ascent Wealth Partners, LLC | 726 | $231.6K | 0.03% | +726 | New |
| Parsons Capital Management Inc | 726 | $231.6K | 0.01% | −100−12.1% | Reduced |
| South Plains Financial, Inc. | 728 | $232.2K | 0.16% | −10−1.4% | Reduced |
| Willner & Heller, LLC | 728 | $232.3K | 0.20% | −656−47.4% | Reduced |
| Hall Laurie J Trustee | 729 | $232.5K | 0.08% | +729 | New |
| Mendel Money Management | 731 | $233.2K | 0.10% | +731 | New |
| Running Point Capital Advisors, LLC | 732 | $233.5K | 0.06% | +732 | New |
| Summit Place Financial Advisors, LLC | 732 | $233.6K | 0.12% | +732 | New |
| Consilio Wealth Advisors, LLC | 740 | $234.7K | 0.08% | +740 | New |
| W Advisors, LLC | 737 | $235.2K | 0.13% | +737 | New |
| First City Capital Management, Inc. | 740 | $236.0K | 0.14% | −17−2.2% | Reduced |
| First Financial Corp | 741 | $236.4K | 0.11% | −35−4.5% | Reduced |
| Atwater Malick LLC | 742 | $236.7K | 0.07% | +742 | New |
| Good Steward Wealth Advisors,LLC | 743 | $237.0K | 0.19% | −39−5.0% | Reduced |
| Motive Wealth Advisors | 743 | $237.0K | 0.11% | +743 | New |
| Shilanski & Associates, Inc. | 747 | $238.3K | 0.07% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 747 | $238.3K | 0.09% | +747 | New |
| Retirement Income Solutions, Inc | 748 | $238.6K | 0.04% | +748 | New |
| Vance Wealth, Inc. | 748 | $238.6K | 0.08% | +748 | New |
| LBMC Investment Advisors, LLC | 750 | $239.2K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 750 | $239.2K | 0.22% | 00.0% | Unchanged |
| Center For Asset Management LLC | 805 | $239.4K | 0.15% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 751 | $239.6K | 0.28% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 752 | $239.9K | 0.04% | −40−5.1% | Reduced |
| SkyOak Wealth, LLC | 755 | $240.8K | 0.05% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 755 | $240.8K | 0.21% | +755 | New |
| DecisionMap Wealth Management, LLC | 757 | $241.5K | 0.17% | +757 | New |
| TrueWealth Advisors, LLC | 758 | $241.8K | 0.07% | +758 | New |
| BlueStem Wealth Partners, LLC | 758 | $241.8K | 0.03% | +758 | New |
| RKL Wealth Management LLC | 760 | $242.3K | 0.02% | +760 | New |
| Wealth Dimensions Group, Ltd. | 761 | $242.7K | 0.05% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 764 | $243.6K | 0.15% | +764 | New |
| Wealth Management Nebraska | 768 | $243.6K | 0.03% | −76−9.0% | Reduced |
| Wealth Advisory Solutions, LLC | 767 | $244.7K | 0.06% | −252−24.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 767 | $244.7K | 0.02% | +767 | New |
| Manske Wealth Management | 768 | $245.0K | 0.08% | +768 | New |
| Horst & Graben Wealth Management LLC | 770 | $245.5K | 0.04% | +15+2.0% | Added |
| Signet Financial Management, LLC | 770 | $245.8K | 0.03% | +770 | New |
| Latitude Advisors, LLC | 771 | $245.9K | 0.12% | −8−1.0% | Reduced |
| Live Oak Private Wealth LLC | 773 | $246.6K | 0.04% | −6−0.8% | Reduced |
| Baron Wealth Management LLC | 774 | $246.9K | 0.09% | +774 | New |
| DF Dent & Co Inc | 775 | $247.2K | 0.00% | 00.0% | Unchanged |
| Lantz Financial LLC | 776 | $247.5K | 0.06% | +776 | New |
| Consilium Wealth Advisory, LLC | 778 | $248.2K | 0.10% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 778 | $248.3K | 0.21% | +82+11.8% | Added |
| Warren Street Wealth Advisors, LLC | 779 | $248.5K | 0.08% | +779 | New |
| Per Stirling Capital Management, LLC. | 780 | $248.9K | 0.03% | +2+0.3% | Added |
| Farmers National Bank | 783 | $249.8K | 0.07% | −6−0.8% | Reduced |
| Bellecapital International Ltd. | 783 | $249.8K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 785 | $250.4K | 0.07% | −22−2.7% | Reduced |
| PVG Asset Management Corp | 786 | $250.7K | 0.85% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 787 | $250.9K | 0.04% | +4+0.5% | Added |
| Kelly Financial Services LLC | 788 | $251.4K | 0.07% | +2+0.3% | Added |
| FDx Advisors, Inc. | 789 | $252.0K | 0.08% | −3−0.4% | Reduced |
| Iron Financial, LLC | 792 | $252.5K | 0.13% | +1+0.1% | Added |
| Sandbox Financial Partners, LLC | 793 | $252.8K | 0.08% | −65−7.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 793 | $253.0K | 0.06% | +7+0.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 800 | $255.2K | 0.06% | −1−0.1% | Reduced |
| Boston Research & Management Inc | 800 | $255.2K | 0.06% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 800 | $255.2K | 0.13% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $255.2K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 801 | $255.5K | 0.03% | +36+4.7% | Added |
| Saxony Capital Management, LLC | 802 | $255.8K | 0.20% | −276−25.6% | Reduced |
| Medallion Wealth Advisors, LLC | 798 | $256.3K | 0.10% | +25+3.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 810 | $258.2K | 0.04% | −6−0.7% | Reduced |
