| Syverson Strege & Co | 538 | $208.1K | 0.05% | +538 | New |
| Riverstone Advisors, LLC | 538 | $208.1K | 0.09% | +538 | New |
| Meridian Wealth Management, LLC | 538 | $208.2K | 0.01% | +538 | New |
| Bellars Harris Wealth Management, LLC | 543 | $210.0K | 0.04% | +543 | New |
| Personal Cfo Solutions, LLC | 546 | $211.1K | 0.03% | +546 | New |
| New England Capital Financial Advisors LLC | 548 | $212.0K | 0.05% | +1+0.2% | Added |
| Whalerock Point Partners, LLC | 552 | $213.5K | 0.04% | +552 | New |
| Tannin Capital LLC | 552 | $213.5K | 0.14% | +552 | New |
| KLCM Advisors, Inc. | 552 | $213.6K | 0.02% | +552 | New |
| Home Federal Bank of Tennessee | 555 | $214.6K | 0.05% | +555 | New |
| Evercore Wealth Management, LLC | 556 | $215.0K | 0.00% | +556 | New |
| Saiph Capital, LLC | 556 | $215.0K | 0.06% | +556 | New |
| Atlas Private Wealth Advisors | 556 | $215.2K | 0.05% | +556 | New |
| Cozad Asset Management Inc | 557 | $215.4K | 0.01% | +557 | New |
| A4 Wealth Advisors LLC | 558 | $215.8K | 0.15% | −161−22.4% | Reduced |
| Fortune Financial Advisors, LLC | 558 | $215.8K | 0.09% | +558 | New |
| Stony Point Wealth Management Inc. | 559 | $216.4K | 0.08% | +559 | New |
| Diversified Enterprises, LLC | 560 | $216.6K | 0.01% | +560 | New |
| Greenwich Wealth Management LLC | 561 | $217.0K | 0.01% | +561 | New |
| Key Financial Inc | 562 | $217.3K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 579 | $217.5K | 0.03% | +579 | New |
| Caden Capital Partners, LP | 564 | $218.1K | 2.63% | −300−34.7% | Reduced |
| Quotient Wealth Partners, LLC | 564 | $218.1K | 0.01% | +564 | New |
| Rise Advisors, LLC | 566 | $219.0K | 0.06% | +566 | New |
| Venture Visionary Partners LLC | 566 | $219.0K | 0.01% | +566 | New |
| Cambient Family Office, LLC | 567 | $219.3K | 0.03% | +567 | New |
| United Community Bank | 570 | $220.4K | 0.07% | −15−2.6% | Reduced |
| MBM Wealth Consultants, LLC | 571 | $220.8K | 0.04% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 572 | $221.2K | 0.04% | +572 | New |
| Bridgewater Advisors Inc. | 590 | $221.2K | 0.01% | +62+11.7% | Added |
| Old Mission Investment Co LLC | 575 | $222.4K | 0.05% | +575 | New |
| Legacy Capital Group California, Inc. | 577 | $223.1K | 0.07% | +577 | New |
| Copley Financial Group, Inc. | 577 | $223.1K | 0.13% | +577 | New |
| Oxford Asset Management LLP | 583 | $225.5K | 0.11% | +583 | New |
| Apollon Financial, LLC | 583 | $225.6K | 0.03% | +583 | New |
| GTS Securities LLC | 584 | $225.8K | 0.00% | −391−40.1% | Reduced |
| Stratos Wealth Advisors, LLC | 585 | $226.2K | 0.01% | −155−20.9% | Reduced |
| Muirfield Wealth Advisors LLC | 586 | $226.8K | 0.15% | +586 | New |
| Ankerstar Wealth, LLC | 586 | $226.9K | 0.19% | +2+0.3% | Added |
| Voleon Capital Management LP | 588 | $227.4K | 0.00% | −2,709−82.2% | Reduced |
| Wellington Grp LLC | 588 | $227.4K | 0.06% | −116−16.5% | Reduced |
| Truepoint, Inc. | 588 | $227.4K | 0.00% | +588 | New |
| Onefund, LLC | 591 | $228.6K | 0.13% | −18−3.0% | Reduced |
| Storen Legacy Partners, LLC | 592 | $228.9K | 0.06% | +592 | New |
| Kapstone Financial Advisors LLC | 595 | $230.1K | 0.10% | +595 | New |
| BCGM Wealth Management, LLC | 596 | $230.5K | 0.05% | +596 | New |
| Destination Wealth Management | 596 | $230.5K | 0.01% | +596 | New |
| Convergence Investment Partners, LLC | 599 | $231.5K | 0.02% | +599 | New |
| CoreCap Advisors, LLC | 600 | $232.0K | 0.01% | +57+10.5% | Added |
| Commonwealth Financial Services, LLC | 603 | $233.2K | 0.03% | +603 | New |
| Americana Partners, LLC | 604 | $233.6K | 0.01% | −300−33.2% | Reduced |
| HFG Advisors, Inc. | 605 | $233.8K | 0.15% | +605 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 604 | $234.0K | 0.06% | 00.0% | Unchanged |
| First National Trust Co | 606 | $234.4K | 0.01% | +606 | New |
| Thompson David Blair | 606 | $234.4K | 0.12% | +606 | New |
| Sepio Capital, LP | 610 | $235.9K | 0.01% | +610 | New |
| Cypress Point Wealth Management, LLC | 610 | $235.9K | 0.05% | +610 | New |
| Linden Thomas Advisory Services, LLC | 615 | $237.8K | 0.02% | +615 | New |
| Baxter Bros Inc | 617 | $238.6K | 0.03% | +617 | New |
| Intelligence Driven Advisers, LLC | 618 | $239.0K | 0.04% | −91−12.8% | Reduced |
| First National Bank | 618 | $239.0K | 0.09% | +618 | New |
| Harbour Capital Advisors, LLC | 575 | $239.3K | 0.04% | +575 | New |
| Indiana Trust & Investment Management CO | 619 | $239.4K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 619 | $239.4K | 0.02% | +619 | New |
| Creative Financial Designs Inc | 619 | $239.5K | 0.01% | +4+0.7% | Added |
| GW Henssler & Associates Ltd | 621 | $240.2K | 0.01% | +621 | New |
| Parcion Private Wealth LLC | 622 | $240.5K | 0.01% | +622 | New |
| Sharkey, Howes & Javer | 624 | $241.3K | 0.03% | −70−10.1% | Reduced |
| Green Harvest Asset Management LLC | 624 | $241.3K | 0.00% | +624 | New |
| Disciplined Investors, L.L.C. | 624 | $241.5K | 0.12% | +624 | New |
| Washington Capital Management Inc | 625 | $241.7K | 0.16% | +625 | New |
| Godshalk Welsh Capital Management, Inc. | 625 | $241.7K | 0.13% | +625 | New |
| Fiduciary Family Office, LLC | 627 | $242.5K | 0.06% | +627 | New |
| Interchange Capital Partners, LLC | 627 | $242.5K | 0.05% | +627 | New |
| Strategic Blueprint, LLC | 627 | $242.6K | 0.01% | +627 | New |
| VestGen Advisors, LLC | 629 | $243.3K | 0.01% | +629 | New |
| First County Bank | 630 | $243.6K | 0.11% | +630 | New |
| KFG Wealth Management, LLC | 633 | $244.8K | 0.03% | +633 | New |
| Howard Financial Services, Ltd. | 636 | $246.1K | 0.02% | +636 | New |
| Catalytic Wealth RIA, LLC | 637 | $246.3K | 0.01% | −429−40.2% | Reduced |
| Elm Partners Management LLC | 638 | $246.7K | 0.01% | +638 | New |
| Sentinus, LLC | 638 | $246.7K | 0.02% | +638 | New |
| DV Trading LLC | 640 | $247.5K | 0.02% | −324−33.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $247.5K | 0.12% | +640 | New |
| Heartwood Wealth Advisors LLC | 643 | $248.7K | 0.02% | +643 | New |
| Kovack Advisors, Inc. | 602 | $249.0K | 0.01% | +602 | New |
| Fire Capital Management LLC | 644 | $249.1K | 0.10% | +644 | New |
| DT Investment Partners, LLC | 644 | $249.1K | 0.02% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 645 | $249.4K | 0.04% | −251−28.0% | Reduced |
| Affinity Investment Advisors, LLC | 645 | $249.4K | 0.13% | +645 | New |
| Florida Financial Advisors, LLC | 644 | $249.5K | 0.04% | +644 | New |
| Ascent Wealth Partners, LLC | 646 | $249.8K | 0.02% | +646 | New |
| Cherokee Insurance Co | 650 | $251.4K | 0.10% | +650 | New |
| IHT Wealth Management, LLC | 653 | $252.6K | 0.01% | −64−8.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 657 | $254.1K | 0.12% | +657 | New |
| WSFS Capital Management, LLC | 658 | $254.5K | 0.01% | +658 | New |
| Alpine Woods Capital Investors, LLC | 661 | $255.6K | 0.06% | −23−3.4% | Reduced |
| Summitry LLC | 661 | $255.6K | 0.01% | +661 | New |
| Medallion Wealth Advisors, LLC | 666 | $257.6K | 0.09% | −10−1.5% | Reduced |
| Stanley-Laman Group, Ltd. | 666 | $257.6K | 0.03% | 00.0% | Unchanged |
