| New Capital Management LP | 374 | $266.9K | 0.06% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 374 | $266.7K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 374 | $266.7K | 0.05% | +374 | New |
| Wealth Watch Advisors, INC | 373 | $266.0K | 0.09% | −23−5.8% | Reduced |
| Baring Financial LLC | 372 | $265.3K | 0.15% | 00.0% | Unchanged |
| Webster Bank, N. A. | 371 | $264.6K | 0.02% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 371 | $264.6K | 0.07% | +371 | New |
| DV Trading LLC | 370 | $263.9K | 0.02% | +370 | New |
| Ariadne Wealth Management, LP | 369 | $263.2K | 0.12% | −46−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 369 | $263.2K | 0.00% | +369 | New |
| Wayfinding Financial, LLC | 369 | $263.0K | 0.10% | +369 | New |
| Cooper Financial Group | 368 | $262.6K | 0.02% | +368 | New |
| Smith Thornton Advisors LLC | 393 | $261.1K | 0.12% | +393 | New |
| NatWest Group plc | 366 | $261.0K | 0.05% | −162−30.7% | Reduced |
| Pioneer Trust Bank N A | 364 | $259.6K | 0.06% | +364 | New |
| Focused Wealth Management, Inc | 363 | $258.9K | 0.02% | +363 | New |
| Financial Advisory Service, Inc. | 362 | $258.2K | 0.01% | +362 | New |
| Arthur M. Cohen & Associates, LLC | 361 | $257.5K | 0.04% | +361 | New |
| CTC Alternative Strategies, Ltd. | 360 | $256.8K | 0.37% | +360 | New |
| Basecamp Wealth Advisors LLC | 358 | $255.3K | 0.05% | −21−5.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 358 | $255.3K | 0.07% | +358 | New |
| Walkner Condon Financial Advisors LLC | 357 | $254.6K | 0.03% | +357 | New |
| RKL Wealth Management LLC | 356 | $253.9K | 0.02% | +356 | New |
| Mattern Wealth Management LLC | 355 | $253.2K | 0.04% | +355 | New |
| GTS Securities LLC | 354 | $252.5K | 0.01% | −434−55.1% | Reduced |
| Silvant Capital Management LLC | 354 | $252.5K | 0.01% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 354 | $252.5K | 0.04% | +354 | New |
| Northwest Wealth Management, LLC | 353 | $251.8K | 0.03% | +353 | New |
| Jacobsen Capital Management | 353 | $251.8K | 0.07% | +353 | New |
| Holistic Planning, LLC | 352 | $251.1K | 0.04% | +352 | New |
| Beaton Management Co. Inc. | 350 | $250.0K | 0.10% | +350 | New |
| Avalon Trust Co | 350 | $249.6K | 0.02% | −200−36.4% | Reduced |
| Motco | 350 | $249.6K | 0.02% | +4+1.2% | Added |
| Greatmark Investment Partners, Inc. | 350 | $249.6K | 0.03% | +350 | New |
| Mandatum Life Insurance Co Ltd | 350 | $249.6K | 0.05% | +350 | New |
| Insight Inv LLC | 350 | $249.6K | 0.12% | +350 | New |
| KDT Advisors, LLC | 350 | $249.6K | 0.35% | +350 | New |
| Hilltop National Bank | 350 | $249.6K | 0.05% | +70+25.0% | Added |
| Peterson Wealth Advisors, LLC | 350 | $249.5K | 0.03% | +350 | New |
| Astoria Portfolio Advisors LLC. | 349 | $249.1K | 0.04% | +42+13.7% | Added |
| Ssi Investment Management LLC | 348 | $248.2K | 0.01% | +348 | New |
| Caldwell Sutter Capital, Inc. | 347 | $247.5K | 0.09% | −42−10.8% | Reduced |
| Hollencrest Capital Management | 347 | $247.5K | 0.02% | +207+147.9% | Added |
| Paradigm Financial Partners, LLC | 347 | $247.5K | 0.02% | +347 | New |
| KRS Capital Management, LLC | 347 | $247.5K | 0.12% | +347 | New |
| B&L Asset Management LLC | 346 | $246.8K | 0.09% | −101−22.6% | Reduced |
| Crescent Grove Advisors, LLC | 344 | $245.3K | 0.02% | +344 | New |
| Stronghold Wealth Management L.L.C. | 343 | $244.6K | 0.33% | +343 | New |
| Pekin Hardy Strauss, Inc. | 342 | $243.9K | 0.02% | +342 | New |
| Weatherly Asset Management L. P. | 341 | $243.5K | 0.02% | +341 | New |
| Revolve Wealth Partners, LLC | 341 | $243.3K | 0.03% | +341 | New |
| New World Advisors LLC | 341 | $243.2K | 0.04% | +341 | New |
| Financial Council Asset Management Inc | 341 | $243.2K | 0.08% | +341 | New |
| Amplius Wealth Advisors, LLC | 341 | $243.2K | 0.02% | +341 | New |
| Stembrook Asset Management, LLC | 340 | $242.5K | 0.21% | +340 | New |
| State of Wyoming | 339 | $241.8K | 0.02% | +181+114.6% | Added |
| WealthBridge Capital Management, LLC | 337 | $240.6K | 0.05% | +337 | New |
| Baldwin Brothers Inc | 337 | $240.4K | 0.02% | +337 | New |
| LifeGoal Wealth Advisors | 337 | $240.4K | 0.11% | +337 | New |
| Putney Financial Group LLC | 336 | $239.6K | 0.22% | +336 | New |
| Prelude Capital Management, LLC | 335 | $238.9K | 0.02% | +335 | New |
| JT Stratford LLC | 335 | $238.9K | 0.03% | +335 | New |
| J. Team Financial, Inc. | 334 | $238.7K | 0.23% | +334 | New |
| Smithfield Trust Co | 332 | $238.0K | 0.01% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 333 | $237.5K | 0.11% | +333 | New |
| Van Diest Capital, LLC | 333 | $237.5K | 0.21% | −367−52.4% | Reduced |
| Curated Wealth Partners LLC | 331 | $236.1K | 0.03% | +331 | New |
| Bigelow Investment Advisors, LLC | 330 | $235.4K | 0.09% | +330 | New |
| Abundance Wealth Counselors | 330 | $235.4K | 0.02% | +330 | New |
| Manske Wealth Management | 330 | $235.4K | 0.06% | +330 | New |
| Trust Co of Virginia | 330 | $235.4K | 0.02% | +330 | New |
| Sovran Advisors, LLC | 366 | $234.8K | 0.02% | +22+6.4% | Added |
| Perennial Investment Advisors, LLC | 327 | $233.2K | 0.02% | +327 | New |
| BCS Wealth Management | 326 | $232.5K | 0.04% | +326 | New |
| Beacon Investment Advisory Services, Inc. | 326 | $232.4K | 0.01% | +1+0.3% | Added |
| First Financial Corp | 324 | $231.1K | 0.08% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 323 | $230.6K | 0.11% | +323 | New |
| True Wealth Design, LLC | 323 | $230.4K | 0.05% | +54+20.1% | Added |
| Xxi Wealth, LLC | 322 | $229.7K | 0.11% | +322 | New |
| Alessandra Capital Management, LLC | 320 | $228.2K | 0.16% | +320 | New |
| Hanlon Investment Management, Inc. | 319 | $227.5K | 0.12% | +319 | New |
| Patriot Financial Group Insurance Agency, LLC | 319 | $227.3K | 0.02% | −305−48.9% | Reduced |
| 180 Wealth Advisors, LLC | 318 | $226.7K | 0.02% | +318 | New |
| MEMBERS Trust Co | 315 | $224.7K | 0.01% | +315 | New |
| Diversified Enterprises, LLC | 315 | $224.7K | 0.01% | +315 | New |
| Westfuller Advisors, LLC | 315 | $224.4K | 0.08% | −21−6.3% | Reduced |
| Alchemi Wealth, LLC | 312 | $222.8K | 0.10% | +312 | New |
| Marks Group Wealth Management, Inc | 312 | $222.5K | 0.02% | +312 | New |
| Navigation Group, LLC | 312 | $222.5K | 0.04% | +312 | New |
| Heritage Wealth Management, Inc. | 311 | $221.8K | 0.06% | +311 | New |
| Insight 2811, Inc. | 310 | $221.2K | 0.09% | +310 | New |
| Strategic Wealth Partners, Ltd. | 310 | $221.1K | 0.01% | +11+3.7% | Added |
| BIP Wealth, LLC | 310 | $221.1K | 0.01% | +310 | New |
| Flow Traders U.S. LLC | 309 | $220.0K | 0.01% | +309 | New |
| Cornerstone Advisory, LLC | 308 | $219.7K | 0.02% | +308 | New |
| Atlas Capital Advisors LLC | 308 | $219.7K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 308 | $219.6K | 0.06% | +308 | New |
| Kentucky Trust Co | 307 | $219.0K | 0.11% | 00.0% | Unchanged |
| W Advisors, LLC | 307 | $219.0K | 0.10% | +307 | New |
| Cape Cod Five Cents Savings Bank | 306 | $218.2K | 0.02% | +306 | New |
