| Exchange Capital Management, Inc. | 795 | $207.2K | 0.04% | +795 | New |
| Morris Financial Concepts, Inc. | 795 | $207.2K | 0.12% | +795 | New |
| Scarborough Advisors, LLC | 795 | $207.2K | 0.04% | +795 | New |
| Close Asset Management Ltd | 794 | $207.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 794 | $206.9K | 0.02% | +794 | New |
| Congress Park Capital LLC | 793 | $206.7K | 0.10% | +793 | New |
| Whelan Financial | 793 | $206.7K | 0.10% | +793 | New |
| Evergreen Wealth Solutions, LLC | 791 | $206.2K | 0.18% | −321−28.9% | Reduced |
| Watershed Private Wealth LLC | 789 | $205.7K | 0.11% | +789 | New |
| One Charles Private Wealth Services, LLC | 788 | $205.4K | 0.11% | +788 | New |
| Colonial River Wealth Management, LLC | 785 | $204.6K | 0.12% | −316−28.7% | Reduced |
| Next Capital Management LLC | 785 | $204.6K | 0.09% | +785 | New |
| New Republic Capital, LLC | 784 | $204.4K | 0.15% | +784 | New |
| Isthmus Partners, LLC | 783 | $204.1K | 0.03% | +783 | New |
| Thrive Wealth Management, LLC | 783 | $204.0K | 0.05% | +783 | New |
| Frisch Financial Group, Inc. | 783 | $204.0K | 0.08% | +783 | New |
| Joseph P. Lucia & Associates, LLC | 782 | $204.0K | 0.13% | +782 | New |
| Lodestar Private Asset Management LLC | 782 | $203.8K | 0.03% | +782 | New |
| Red Door Wealth Management, LLC | 780 | $203.3K | 0.04% | +780 | New |
| Imprint Wealth LLC | 793 | $203.2K | 0.16% | +793 | New |
| Financial Enhancement Group LLC | 1,000 | $203.1K | 0.04% | +1,000 | New |
| Spectrum Wealth Counsel, LLC | 779 | $203.1K | 0.03% | +779 | New |
| San Luis Wealth Advisors LLC | 780 | $203.0K | 0.09% | +780 | New |
| Ascent Group, LLC | 968 | $202.6K | 0.02% | +968 | New |
| Elevatus Welath Management | 777 | $202.5K | 0.09% | +777 | New |
| Resources Management Corp | 775 | $202.0K | 0.03% | 00.0% | Unchanged |
| White Wing Wealth Management | 882 | $202.0K | 0.19% | +882 | New |
| Tompkins Financial Corp | 774 | $201.8K | 0.02% | +38+5.2% | Added |
| Paladin Advisory Group, LLC | 773 | $201.5K | 0.17% | −87−10.1% | Reduced |
| Blueprint Investment Partners LLC | 773 | $201.5K | 0.06% | +773 | New |
| Strategic Investment Advisors | 771 | $201.1K | 0.03% | +771 | New |
| BancFirst Trust & Investment Management | 772 | $201.0K | 0.09% | +772 | New |
| Dimension Capital Management LLC | 771 | $201.0K | 0.04% | +771 | New |
| Willner & Heller, LLC | 770 | $200.7K | 0.22% | +770 | New |
| E Fund Management Co., Ltd. | 768 | $200.2K | 0.01% | +768 | New |
| Harel Insurance Investments & Financial Services Ltd. | 767 | $200.0K | 0.00% | +20+2.7% | Added |
| Elgethun Capital Management | 763 | $198.9K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 756 | $197.1K | 0.02% | +24+3.3% | Added |
| TFC Financial Management | 739 | $192.6K | 0.04% | +1+0.1% | Added |
| Cape Investment Advisory, Inc. | 738 | $192.4K | 0.09% | +423+134.3% | Added |
| EdgeRock Capital LLC | 918 | $192.2K | 0.14% | +918 | New |
| Sanctuary Wealth Management, L.L.C. | 722 | $188.2K | 0.18% | +20+2.8% | Added |
| Laffer Tengler Investments | 721 | $187.9K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 719 | $187.4K | 0.09% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 716 | $186.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 711 | $185.0K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 700 | $182.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 694 | $180.9K | 0.09% | +694 | New |
| PFS Partners, LLC | 692 | $180.4K | 0.12% | −77−10.0% | Reduced |
| Able Wealth Management LLC | 686 | $178.8K | 0.16% | +686 | New |
| Financial Management Professionals, Inc. | 677 | $176.0K | 0.03% | −60−8.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 662 | $172.6K | 0.12% | +212+47.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 662 | $172.6K | 0.03% | +342+106.9% | Added |
| Zions Bancorporation, N.A. | 661 | $172.3K | 0.01% | −790−54.4% | Reduced |
| Central Bank & Trust Co | 655 | $170.7K | 0.03% | −180−21.6% | Reduced |
| Eagle Bay Advisors LLC | 650 | $169.3K | 0.11% | −262−28.7% | Reduced |
| Cypress Capital Management LLC (WY) | 643 | $167.6K | 0.18% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 642 | $167.3K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 639 | $166.6K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 633 | $165.0K | 0.01% | −16−2.5% | Reduced |
| JJJ Advisors Inc. | 624 | $162.7K | 0.04% | −278−30.8% | Reduced |
| O'Dell Group, LLC | 610 | $159.0K | 0.04% | +610 | New |
| FSA Wealth Management LLC | 609 | $159.0K | 0.08% | +609 | New |
| Banco de Sabadell, S.A | 592 | $155.0K | 0.12% | −301−33.7% | Reduced |
| Truvestments Capital LLC | 590 | $153.7K | 0.07% | +300+103.4% | Added |
| CoreFirst Bank & Trust | 581 | $151.4K | 0.10% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 580 | $151.2K | 0.01% | −50−7.9% | Reduced |
| Deseret Mutual Benefit Administrators | 578 | $150.7K | 0.09% | −283−32.9% | Reduced |
| MB, Levis & Associates, LLC | 573 | $149.4K | 0.09% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 571 | $148.8K | 0.06% | +571 | New |
| Slocum, Gordon & Co LLP | 570 | $148.6K | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 569 | $148.0K | 0.01% | +500+724.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 560 | $146.0K | 0.04% | +560 | New |
| Criterion Capital Advisors, LLC | 557 | $145.3K | 0.11% | +557 | New |
| Spartan Planning & Wealth Management | 552 | $143.9K | 0.15% | +438+384.2% | Added |
| Trifecta Capital Advisors, LLC | 547 | $142.6K | 0.04% | +3+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 538 | $140.2K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 530 | $138.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 526 | $137.0K | 0.00% | +12+2.3% | Added |
| Plato Investment Management Ltd | 514 | $134.0K | 0.16% | +514 | New |
| Bangor Savings Bank | 512 | $133.5K | 0.01% | −37−6.7% | Reduced |
| Creekmur Asset Management LLC | 499 | $130.2K | 0.04% | +499 | New |
| Dougherty Wealth Advisers LLC | 499 | $130.1K | 0.12% | 00.0% | Unchanged |
| Delta Asset Management LLC | 492 | $128.2K | 0.01% | −68−12.1% | Reduced |
| Rise Advisors, LLC | 484 | $126.2K | 0.09% | +379+361.0% | Added |
| Rockbridge Investment Management, LCC | 483 | $125.9K | 0.02% | +483 | New |
| Paradigm Asset Management Co LLC | 480 | $125.1K | 0.03% | 00.0% | Unchanged |
| AJOVista, LLC | 479 | $124.9K | 0.16% | +479 | New |
| TSFG, LLC | 473 | $123.0K | 0.04% | −30−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 471 | $123.0K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 470 | $122.6K | 0.03% | +22+4.9% | Added |
| Pacific Center for Financial Services | 464 | $120.9K | 0.04% | −5−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 463 | $120.7K | 0.04% | +61+15.2% | Added |
| Carolinas Wealth Consulting LLC | 462 | $120.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 450 | $117.3K | 0.02% | −10−2.2% | Reduced |
| Resurgent Financial Advisors LLC | 446 | $116.3K | 0.07% | +38+9.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 440 | $114.7K | 0.05% | +440 | New |
| West Financial Advisors, LLC | 433 | $112.9K | 0.03% | −20−4.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 433 | $112.9K | 0.05% | +68+18.6% | Added |
| First United Bank Trust | 430 | $112.1K | 0.04% | +430 | New |
