| JM2 Capital Inc. | 583 | $217.9K | 0.15% | +583 | New |
| Cedarwood Wealth LLC | 582 | $217.5K | 0.16% | +582 | New |
| Potomac Fund Management Inc | 582 | $217.5K | 0.01% | +582 | New |
| Bond & Devick Financial Network, Inc. | 582 | $217.5K | 0.05% | +582 | New |
| Morton Community Bank | 581 | $217.1K | 0.04% | −250−30.1% | Reduced |
| Orca Wealth Management, LLC | 579 | $216.5K | 0.13% | −138−19.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 579 | $216.4K | 0.07% | +579 | New |
| Mosaic Financial Group, LLC | 579 | $216.0K | 0.14% | +579 | New |
| Asset One Wealth Management LLC | 599 | $215.7K | 0.02% | +599 | New |
| McAlister, Sweet & Associates, Inc. | 576 | $215.3K | 0.12% | +576 | New |
| American Financial & Tax Strategies Inc | 575 | $214.9K | 0.10% | +575 | New |
| Summit Financial Wealth Advisors, LLC | 575 | $214.9K | 0.03% | +575 | New |
| Heritage Investment Group, Inc. | 574 | $214.5K | 0.03% | +574 | New |
| Quantum Private Wealth, LLC | 574 | $214.5K | 0.05% | +574 | New |
| PCG Wealth Advisors, LLC | 573 | $214.1K | 0.05% | +573 | New |
| Family Wealth Partners, LLC | 573 | $214.1K | 0.07% | −345−37.6% | Reduced |
| Balentine LLC | 572 | $213.8K | 0.01% | +572 | New |
| Synergy Investment Management, LLC | 581 | $213.2K | 0.05% | +182+45.6% | Added |
| Heritage Trust Co | 570 | $213.0K | 0.02% | −616−51.9% | Reduced |
| Townsend Asset Management Corp | 570 | $213.0K | 0.07% | +570 | New |
| Lesa Sroufe & Co | 570 | $213.0K | 0.15% | +570 | New |
| Elevated Financial Group LLC | 568 | $212.3K | 0.06% | +568 | New |
| Sound Financial Strategies Group, LLC | 567 | $211.9K | 0.13% | +567 | New |
| Jessup Wealth Management, Inc | 566 | $211.6K | 0.06% | −183−24.4% | Reduced |
| Portfolio Strategies, Inc. | 566 | $211.5K | 0.02% | +566 | New |
| Stone Point Wealth LLC | 565 | $211.3K | 0.05% | +565 | New |
| ACT Advisors, LLC. | 565 | $211.2K | 0.07% | +565 | New |
| Dillon & Associates Inc | 564 | $211.0K | 0.03% | +564 | New |
| Wood Tarver Financial Group, LLC | 567 | $211.0K | 0.05% | +567 | New |
| Momentous Wealth Management, Inc. | 564 | $210.8K | 0.11% | +564 | New |
| LJI Wealth Management, LLC | 563 | $210.4K | 0.03% | +563 | New |
| Winter & Associates, Inc. | 563 | $210.4K | 0.16% | +563 | New |
| Rakuten Securities, Inc. | 562 | $210.0K | 0.05% | +20+3.7% | Added |
| Sterneck Capital Management, LLC | 562 | $210.0K | 0.09% | +562 | New |
| Kapstone Financial Advisors LLC | 562 | $210.0K | 0.09% | +562 | New |
| Valtinson Bruner Financial Planning LLC | 561 | $209.7K | 0.05% | +561 | New |
| Barnes Pettey Financial Advisors, LLC | 561 | $209.7K | 0.07% | +561 | New |
| Belvedere Trading LLC | 561 | $209.7K | 0.02% | +561 | New |
| LVZ Advisors, Inc. | 560 | $209.4K | 0.02% | +560 | New |
| Brightwater Advisory LLC | 559 | $208.9K | 0.13% | +559 | New |
| B&L Asset Management LLC | 557 | $208.2K | 0.07% | +557 | New |
| Global Wealth Management, LLC | 556 | $207.9K | 0.11% | +556 | New |
| Granite Islands Private Wealth, LLC | 556 | $207.8K | 0.15% | −383−40.8% | Reduced |
| Cypress Point Wealth Management, LLC | 556 | $207.7K | 0.04% | −302−35.2% | Reduced |
| Cedar Point Capital Partners, LLC | 555 | $207.4K | 0.12% | +555 | New |
| Bryant Woods Investment Advisors, LLC | 555 | $207.4K | 0.06% | +555 | New |
| Benedict Financial Advisors Inc | 554 | $207.0K | 0.04% | +554 | New |
| Wealth Forward, LLC | 554 | $207.0K | 0.10% | +554 | New |
| Financial Planning Navigators CORP | 553 | $206.7K | 0.08% | +553 | New |
| Retirement Management Systems Inc. | 553 | $206.7K | 0.04% | +553 | New |
| Main Street Group, LTD | 552 | $206.3K | 0.05% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 551 | $205.8K | 0.06% | +551 | New |
| Pathway Financial Advisers, LLC | 550 | $205.6K | 0.05% | +550 | New |
| Pioneer Trust Bank N A | 550 | $205.6K | 0.05% | +550 | New |
| Colonial River Wealth Management, LLC | 550 | $205.6K | 0.06% | +550 | New |
| Marathon Trading Investment Management LLC | 550 | $205.6K | 0.02% | +550 | New |
| Kellett Schaffner Wealth Advisors LLC | 549 | $205.1K | 0.10% | +549 | New |
| RFG Holdings, Inc. | 548 | $204.8K | 0.04% | +548 | New |
| Borer Denton & Associates, Inc. | 547 | $204.4K | 0.07% | +547 | New |
| Boyer Financial Services, Inc. | 541 | $204.2K | 0.17% | +541 | New |
| Seaside Wealth Management, Inc. | 546 | $203.7K | 0.05% | +546 | New |
| Fortis Advisors, LLC | 545 | $203.7K | 0.10% | +545 | New |
| Buska Wealth Management, LLC | 545 | $203.6K | 0.07% | +545 | New |
| Bourne Lent Asset Management Inc | 543 | $202.9K | 0.07% | +543 | New |
| Joule Financial, LLC | 540 | $202.0K | 0.05% | +540 | New |
| Twin Lakes Capital Management, LLC | 540 | $201.8K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 539 | $201.3K | 0.04% | +539 | New |
| My Purposeful Wealth Corp. | 538 | $201.2K | 0.04% | +538 | New |
| Asset Advisory Group, Inc. | 538 | $201.2K | 0.09% | +538 | New |
| Jacobs & Co | 538 | $201.0K | 0.02% | +538 | New |
| Insight 2811, Inc. | 537 | $200.7K | 0.08% | +537 | New |
| Turner Financial Group, Inc. | 537 | $200.7K | 0.20% | +537 | New |
| Henderson Brothers Financial Partners, LLC | 535 | $200.0K | 0.09% | −553−50.8% | Reduced |
| Planning Strategies Inc. | 534 | $199.6K | 0.12% | +534 | New |
| Copeland Capital Management, LLC | 534 | $199.6K | 0.00% | −256−32.4% | Reduced |
| Maseco LLP | 533 | $199.0K | 0.01% | +220+70.3% | Added |
| Gen-Wealth Partners Inc | 531 | $198.3K | 0.06% | +1+0.2% | Added |
| Olistico Wealth, LLC | 530 | $198.1K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 525 | $196.2K | 0.06% | −56−9.6% | Reduced |
| Fortitude Family Office, LLC | 524 | $195.8K | 0.04% | +374+249.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 521 | $194.7K | 0.02% | +2+0.4% | Added |
| DHJJ Financial Advisors, Ltd. | 519 | $194.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 518 | $193.6K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 524 | $191.5K | 0.02% | +52+11.0% | Added |
| Perkins Coie Trust Co | 492 | $183.9K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 476 | $178.3K | 0.00% | +46+10.7% | Added |
| First Financial Corp | 475 | $177.5K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 475 | $177.5K | 0.02% | −146−23.5% | Reduced |
| Frazier Financial Advisors, LLC | 473 | $176.8K | 0.09% | −1−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 468 | $174.9K | 0.00% | −7−1.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 463 | $173.0K | 0.02% | +301+185.8% | Added |
| Manning & Napier Advisors LLC | 454 | $169.7K | 0.00% | +368+427.9% | Added |
| Mascoma Wealth Management LLC | 450 | $168.3K | 0.03% | +11+2.5% | Added |
| Motco | 450 | $168.2K | 0.01% | −233−34.1% | Reduced |
| Quaker Wealth Management, LLC | 444 | $165.9K | 0.05% | +4+0.9% | Added |
| Northwest & Ethical Investments L.P. | 443 | $165.6K | 0.00% | −657−59.7% | Reduced |
| Leo H. Evart, Inc. | 441 | $165.0K | 0.13% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 441 | $164.8K | 0.15% | +441 | New |
| First United Bank Trust | 437 | $163.3K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 437 | $163.3K | 0.04% | 00.0% | Unchanged |
