| Redwood Wealth Management Group, LLC | 1,136 | $238.0K | 0.11% | +1,136 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,134 | $237.6K | 0.08% | +1,134 | New |
| Leisure Capital Management | 1,134 | $237.5K | 0.09% | −50−4.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,128 | $236.3K | 0.14% | +1,128 | New |
| Fermata Advisors, LLC | 1,127 | $236.1K | 0.06% | +1,127 | New |
| Mechanics Bank Trust Department | 1,124 | $235.5K | 0.03% | −333−22.9% | Reduced |
| Advance Capital Management, Inc. | 1,123 | $235.3K | 0.01% | +1,123 | New |
| Novare Capital Management LLC | 1,123 | $235.3K | 0.02% | +1,123 | New |
| Klingman & Associates, LLC | 1,122 | $235.1K | 0.01% | +1,122 | New |
| Roble, Belko & Company, Inc | 1,123 | $235.0K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 1,121 | $234.9K | 0.06% | +1,121 | New |
| Stockman Wealth Management, Inc. | 1,118 | $234.3K | 0.03% | +1,118 | New |
| Financial Enhancement Group LLC | 1,030 | $233.6K | 0.03% | +1,030 | New |
| Encompass More Asset Management | 1,110 | $232.6K | 0.05% | +1,110 | New |
| Jamison Private Wealth Management, Inc. | 1,109 | $232.4K | 0.03% | +1,109 | New |
| Strategic Planning, Inc. | 1,107 | $231.9K | 0.14% | −749−40.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,106 | $231.7K | 0.01% | +1,106 | New |
| Hamilton Capital, LLC | 1,105 | $231.5K | 0.01% | +1,105 | New |
| Aspetuck Financial Management LLC | 1,105 | $231.5K | 0.17% | +1,105 | New |
| Retirement Solution Inc. | 1,103 | $231.1K | 0.06% | +1,103 | New |
| Sanchez Wealth Management Group | 1,101 | $230.6K | 0.06% | +1,101 | New |
| Violich Capital Management, Inc. | 1,100 | $230.5K | 0.03% | +1,100 | New |
| Tolleson Wealth Management, Inc. | 1,100 | $230.5K | 0.04% | +1,100 | New |
| ProVise Management Group, LLC | 1,099 | $230.3K | 0.02% | +1,099 | New |
| Stokes Family Office, LLC | 1,098 | $230.1K | 0.02% | +1,098 | New |
| Second Line Capital, LLC | 1,098 | $230.1K | 0.05% | +1,098 | New |
| Resources Management Corp | 1,100 | $230.0K | 0.03% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,097 | $229.9K | 0.00% | +1,097 | New |
| LMG Wealth Partners, LLC | 1,097 | $229.9K | 0.05% | +1,097 | New |
| Arrien Investments, Inc. | 1,097 | $229.9K | 0.15% | +1,097 | New |
| First National Bank of Hutchinson | 1,096 | $229.6K | 0.14% | +1,096 | New |
| Ewa, LLC | 1,095 | $229.4K | 0.07% | +1,095 | New |
| Pacific Asset Management, LLC | 1,094 | $229.2K | 0.18% | +1,094 | New |
| Hantz Financial Services, Inc. | 1,086 | $228.0K | 0.00% | +319+41.6% | Added |
| L.K. Benson & Company, P.C. | 1,087 | $227.8K | 0.14% | +1,087 | New |
| Financial Insights, Inc. | 1,086 | $227.6K | 0.08% | +1,086 | New |
| Fort Point Capital Partners LLC | 1,084 | $227.1K | 0.02% | +1,084 | New |
| Monte Financial Group, LLC | 1,084 | $227.1K | 0.09% | +1,084 | New |
| Cahill Financial Advisors Inc | 1,083 | $226.9K | 0.03% | +1,083 | New |
| Level Financial Advisors, Inc. | 1,082 | $226.8K | 0.07% | +1,082 | New |
| Donaldson Capital Management, LLC | 1,080 | $226.3K | 0.01% | −193−15.2% | Reduced |
| Paradigm Asset Management Co LLC | 1,080 | $226.3K | 0.06% | +600+125.0% | Added |
| Buckley Wealth Management, LLC | 1,080 | $226.3K | 0.07% | +1,080 | New |
| Arista Wealth Management, LLC | 1,079 | $226.1K | 0.03% | +1,079 | New |
| Act Wealth Management, LLC | 1,076 | $225.6K | 0.10% | +1,076 | New |
| Prosperity Wealth Management, Inc. | 1,074 | $225.0K | 0.08% | −1,184−52.4% | Reduced |
| Vista Capital Partners, Inc. | 1,073 | $224.8K | 0.02% | +1,073 | New |
| Confluence Wealth Services, Inc. | 1,072 | $224.6K | 0.01% | +1,072 | New |
| Perennial Advisors, LLC | 1,071 | $224.5K | 0.04% | +1,071 | New |
| FLC Capital Advisors | 1,069 | $224.0K | 0.05% | +1,069 | New |
| Kraft, Davis & Associates, LLC | 947 | $223.9K | 0.06% | +947 | New |
| Greykasell Wealth Strategies, Inc. | 1,067 | $223.6K | 0.11% | −67−5.9% | Reduced |
| Elevatus Welath Management | 1,066 | $223.4K | 0.07% | −206−16.2% | Reduced |
| PFC Capital Group, Inc. | 1,066 | $223.0K | 0.10% | +1,066 | New |
| Saxon Interests, Inc. | 1,307 | $222.9K | 0.10% | 00.0% | Unchanged |
| Bell Bank | 1,062 | $222.5K | 0.01% | +1,062 | New |
| Magnetar Financial LLC | 1,102 | $222.3K | 0.00% | +1,102 | New |
| GM Advisory Group, Inc. | 1,057 | $221.5K | 0.01% | −1,115−51.3% | Reduced |
| Strive Asset Management, LLC | 1,056 | $221.3K | 0.13% | −1,548−59.4% | Reduced |
| SPG Advisors LLC | 1,053 | $220.6K | 2.64% | +1,053 | New |
| First National Bank of Omaha | 1,050 | $220.0K | 0.01% | +1,050 | New |
| Madison Park Capital Advisors, LLC | 1,047 | $219.4K | 0.18% | −904−46.3% | Reduced |
| Fidelity D & D Bancorp Inc | 1,038 | $217.5K | 0.13% | +1,038 | New |
| Patton Albertson Miller Group, LLC | 1,033 | $216.4K | 0.03% | +1,033 | New |
| MBA Advisors LLC | 1,033 | $216.4K | 0.10% | +1,033 | New |
| Caldwell Trust Co | 1,031 | $216.0K | 0.02% | −75−6.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,029 | $215.6K | 0.03% | +1,029 | New |
| Werba Rubin Papier Wealth Management | 1,029 | $215.6K | 0.04% | +1,029 | New |
| Running Point Capital Advisors, LLC | 1,028 | $215.4K | 0.06% | +1,028 | New |
| Hickory Asset Management, Inc. | 1,025 | $214.8K | 0.18% | +1,025 | New |
| Cheviot Value Management, LLC | 936 | $214.5K | 0.02% | +90+10.6% | Added |
| Jacobsen Capital Management | 1,023 | $214.3K | 0.08% | +1,023 | New |
| Bedel Financial Consulting, Inc. | 1,022 | $214.1K | 0.03% | +1,022 | New |
| Afg Fiduciary Services Limited Partnership | 1,020 | $214.0K | 0.14% | +1,020 | New |
| Gryphon Financial Partners LLC | 1,021 | $213.9K | 0.03% | +1,021 | New |
| Challenger Wealth Management | 1,021 | $213.9K | 0.15% | +1,021 | New |
| Coastal Investment Advisors, Inc. | 1,018 | $213.3K | 0.08% | −2,422−70.4% | Reduced |
| Compass Ion Advisors, LLC | 1,016 | $212.9K | 0.02% | +1,016 | New |
| Sandy Cove Advisors, LLC | 1,016 | $212.9K | 0.08% | +1,016 | New |
| Fragasso Group Inc. | 1,013 | $212.3K | 0.01% | +1,013 | New |
| Firestone Capital Management | 1,010 | $211.6K | 0.05% | +1,010 | New |
| Annandale Capital, LLC | 1,007 | $211.0K | 0.04% | +1,007 | New |
| Arvest Bank Trust Division | 1,007 | $211.0K | 0.01% | +1,007 | New |
| Horizon Kinetics Asset Management LLC | 1,006 | $210.8K | 0.00% | +1,006 | New |
| Valley Brook Capital Group | 1,004 | $210.4K | 0.16% | +1,004 | New |
| Howard Financial Services, Ltd. | 1,004 | $210.4K | 0.03% | +1,004 | New |
| Walker Asset Management, LLC | 1,002 | $209.9K | 0.12% | +1,002 | New |
| Clark & Stuart, Inc | 1,002 | $209.9K | 0.16% | +1,002 | New |
| Cascade Investment Group, Inc. | 1,001 | $209.8K | 0.15% | +1,001 | New |
| Sound View Wealth Advisors Group, LLC | 1,001 | $209.8K | 0.02% | +1,001 | New |
| Beacon Capital Management, Inc. | 1,000 | $209.5K | 0.01% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,000 | $209.5K | 0.09% | −200−16.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,000 | $209.5K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,000 | $209.5K | 0.03% | +1,000 | New |
| Chesapeake Wealth Management | 1,000 | $209.5K | 0.07% | +1,000 | New |
| First International Bank & Trust | 1,000 | $209.5K | 0.07% | +1,000 | New |
| Clarion Wealth Managment Partners, LLC | 999 | $209.3K | 0.23% | +999 | New |
| Valley Financial Group, Inc. | 998 | $209.1K | 0.13% | +998 | New |
| Planning Center, Inc. | 998 | $209.1K | 0.02% | −299−23.1% | Reduced |
| Smith, Salley & Associates | 993 | $208.0K | 0.01% | −221−18.2% | Reduced |
