| Carmel Capital Partners, LLC | 604 | $204.3K | 0.07% | +604 | New |
| Generations Wealth, LLC | 604 | $204.3K | 0.19% | +604 | New |
| Avion Wealth | 605 | $204.0K | 0.04% | +22+3.8% | Added |
| Warren Street Wealth Advisors, LLC | 602 | $203.6K | 0.05% | +602 | New |
| West Branch Capital LLC | 600 | $202.9K | 0.05% | −1,898−76.0% | Reduced |
| Summa Corp. | 600 | $202.9K | 0.06% | −310−34.1% | Reduced |
| 1620 Investment Advisors, Inc. | 600 | $202.9K | 0.13% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 600 | $202.9K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 600 | $202.9K | 0.02% | +600 | New |
| Staley Capital Advisers Inc | 600 | $202.9K | 0.01% | +600 | New |
| Violich Capital Management, Inc. | 600 | $202.9K | 0.02% | +600 | New |
| Aull & Monroe Investment Management Corp | 600 | $202.9K | 0.08% | +600 | New |
| McKinley Carter Wealth Services, Inc. | 600 | $202.9K | 0.01% | +600 | New |
| Pinnacle Family Advisors, LLC | 600 | $202.9K | 0.09% | +600 | New |
| Capital Planning LLC | 600 | $202.9K | 0.06% | +600 | New |
| Orion Investment Co | 600 | $202.9K | 0.06% | +600 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 599 | $202.7K | 0.10% | +599 | New |
| Thrive Capital Management, LLC | 599 | $202.5K | 0.04% | +599 | New |
| Norris Perne & French LLP | 597 | $201.9K | 0.01% | +597 | New |
| Bernardo Wealth Planning LLC | 597 | $201.9K | 0.03% | +597 | New |
| Partners Wealth Management, LLC | 597 | $201.9K | 0.20% | +597 | New |
| Cadinha & Co LLC | 596 | $201.6K | 0.03% | +596 | New |
| IVC Wealth Advisors LLC | 596 | $201.6K | 0.08% | +596 | New |
| N.E.W. Advisory Services LLC | 595 | $201.3K | 0.01% | −400−40.2% | Reduced |
| Aspen Capital Management, LLC | 595 | $201.3K | 0.04% | +595 | New |
| Holistic Planning, LLC | 593 | $200.6K | 0.03% | +593 | New |
| Benchmark Financial Wealth Advisors, LLC | 593 | $200.5K | 0.05% | +593 | New |
| M3 Advisory Group, LLC | 591 | $200.0K | 0.10% | −102−14.7% | Reduced |
| JPL Wealth Management, LLC | 586 | $198.2K | 0.04% | +92+18.6% | Added |
| Smallwood Wealth Investment Management, LLC | 585 | $197.9K | 0.09% | +50+9.3% | Added |
| CGC Financial Services, LLC | 582 | $196.9K | 0.04% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 648 | $196.0K | 0.14% | −110−14.5% | Reduced |
| Strategic Investment Solutions, Inc. | 579 | $195.6K | 0.04% | +3+0.5% | Added |
| Trifecta Capital Advisors, LLC | 576 | $194.8K | 0.03% | +1+0.2% | Added |
| REAP Financial Group, LLC | 573 | $193.9K | 0.03% | −3−0.5% | Reduced |
| Wall Street Access Asset Management, LLC | 565 | $191.1K | 0.03% | +160+39.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 554 | $187.4K | 0.12% | +11+2.0% | Added |
| Cape Investment Advisory, Inc. | 552 | $186.6K | 0.05% | −140−20.2% | Reduced |
| Gables Capital Management Inc. | 550 | $186.0K | 0.07% | +185+50.7% | Added |
| Ameriflex Group, Inc. | 547 | $185.1K | 0.08% | +14+2.6% | Added |
| Creative Capital Management Investments LLC | 538 | $182.0K | 0.04% | +36+7.2% | Added |
| Strive Financial Group ,LLC | 533 | $180.3K | 0.08% | −71−11.8% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $180.3K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 531 | $179.7K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 531 | $179.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 531 | $179.5K | 0.01% | −34−6.0% | Reduced |
| Park Place Capital Corp | 527 | $178.3K | 0.03% | −13−2.4% | Reduced |
| Markowski Investments | 525 | $177.6K | 0.04% | +525 | New |
| IMG Wealth Management, Inc. | 507 | $171.5K | 0.10% | +5+1.0% | Added |
| Vision Retirement, LLC | 500 | $169.3K | 0.04% | +12+2.5% | Added |
| Catherine Avery Investment Management LLC | 500 | $169.1K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 494 | $167.1K | 0.04% | +200+68.0% | Added |
| Prudent Man Investment Management, Inc. | 449 | $166.1K | 0.06% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 490 | $165.7K | 0.08% | −75−13.3% | Reduced |
| Sankala Group LLC | 482 | $163.2K | 0.11% | +2+0.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 475 | $160.7K | 0.00% | −156−24.7% | Reduced |
| First Community Trust NA | 475 | $160.7K | 0.07% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $160.7K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 475 | $160.7K | 0.12% | +3+0.6% | Added |
| Medallion Wealth Advisors, LLC | 474 | $160.4K | 0.05% | −311−39.6% | Reduced |
| Catalyst Capital Advisors LLC | 468 | $158.3K | 0.00% | −7−1.5% | Reduced |
| Phillip James Consulting Co. | 466 | $157.6K | 0.12% | 00.0% | Unchanged |
| Strategic Advocates LLC | 465 | $157.3K | 0.61% | +32+7.4% | Added |
| Bay Harbor Wealth Management, LLC | 463 | $156.6K | 0.04% | +35+8.2% | Added |
| Security National Bank | 461 | $155.9K | 0.02% | −3−0.6% | Reduced |
| Bell Investment Advisors, Inc | 449 | $151.9K | 0.02% | +48+12.0% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $150.7K | 0.01% | +19+4.5% | Added |
| Murphy & Mullick Capital Management Corp | 433 | $146.5K | 0.09% | +4+0.9% | Added |
| High Note Wealth, LLC | 428 | $144.8K | 0.02% | +64+17.6% | Added |
| Regatta Research & Money Management | 427 | $144.0K | 0.14% | +427 | New |
| Activest Wealth Management | 423 | $143.0K | 0.03% | −1,022−70.7% | Reduced |
| Fairscale Capital, LLC | 419 | $141.7K | 0.08% | 00.0% | Unchanged |
| Aviso Financial Inc. | 417 | $141.1K | 0.00% | +390+1,444.4% | Added |
| Rossby Financial, LCC | 416 | $140.7K | 0.03% | +40+10.6% | Added |
| Birchbrook, Inc. | 410 | $138.7K | 0.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 408 | $138.0K | 0.09% | −7−1.7% | Reduced |
| GW&K Investment Management, LLC | 401 | $136.0K | 0.00% | −3−0.7% | Reduced |
| Richardson Financial Services Inc. | 400 | $135.3K | 0.08% | −43−9.7% | Reduced |
| Field & Main Bank | 400 | $135.3K | 0.03% | −53−11.7% | Reduced |
| Addison Advisors LLC | 396 | $133.9K | 0.06% | −186−32.0% | Reduced |
| PlanVest Financial, Inc | 395 | $133.6K | 0.09% | +95+31.7% | Added |
| AXS Investments LLC | 392 | $132.6K | 0.04% | −65−14.2% | Reduced |
| Gleason Group, Inc. | 388 | $131.3K | 0.01% | +34+9.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $126.5K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 372 | $125.8K | 0.04% | +70+23.2% | Added |
| Allied Private Wealth LLC | 370 | $124.5K | 0.08% | +370 | New |
| JCIC Asset Management Inc. | 410 | $124.0K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 365 | $123.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 359 | $121.3K | 0.01% | −6−1.6% | Reduced |
| Bernard Wealth Management Corp. | 350 | $118.4K | 0.04% | −17−4.6% | Reduced |
| MRP Capital Investments, LLC | 350 | $118.4K | 0.09% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 350 | $118.4K | 0.06% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $116.9K | 0.03% | +42+13.9% | Added |
| Commonwealth Retirement Investments LLC | 345 | $116.8K | 0.03% | +345 | New |
| Southern Michigan Bank & Trust | 341 | $115.3K | 0.04% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 341 | $115.2K | 0.13% | −14−3.9% | Reduced |
| Burk Holdings LLC | 333 | $112.6K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 332 | $112.3K | 0.30% | −11,017−97.1% | Reduced |
| Leo H. Evart, Inc. | 318 | $107.6K | 0.08% | 00.0% | Unchanged |
| Crews Bank & Trust | 312 | $105.5K | 0.01% | 00.0% | Unchanged |
