| Cove Private Wealth, LLC | 1,500 | $204.0K | 0.05% | +1,500 | New |
| Roble, Belko & Company, Inc | 1,500 | $204.0K | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,500 | $204.0K | 0.01% | +1,500 | New |
| Charles Schwab Trust Co | 1,505 | $204.6K | 0.01% | +1,505 | New |
| Investment Advisory Services Inc | 1,507 | $204.9K | 0.07% | +1,507 | New |
| Southern Michigan Bank & Trust | 1,511 | $205.5K | 0.08% | +1,511 | New |
| PFG Advisors | 1,514 | $205.9K | 0.01% | +1,514 | New |
| Good Steward Wealth Advisors,LLC | 1,516 | $206.1K | 0.13% | +1,516 | New |
| Cary Street Partner Investment Advisory LLC | 1,522 | $206.9K | 0.05% | +24+1.6% | Added |
| MB, Levis & Associates, LLC | 1,525 | $207.4K | 0.09% | +1+0.1% | Added |
| Nia Impact Advisors, LLC | 1,527 | $207.6K | 0.09% | +1,527 | New |
| Willis Johnson & Associates, Inc. | 1,528 | $207.8K | 0.01% | +1,528 | New |
| IPG Investment Advisors LLC | 1,531 | $208.2K | 0.04% | +1,531 | New |
| Pacitti Group Inc. | 1,536 | $208.8K | 0.08% | +1,536 | New |
| Gryphon Financial Partners LLC | 1,538 | $209.2K | 0.02% | +1,538 | New |
| Tribridge Partners Financial LLC | 1,416 | $209.5K | 0.09% | +1,416 | New |
| Swisher Financial Concepts, Inc. | 1,541 | $209.5K | 0.12% | +1,541 | New |
| Allied Investment Advisors, LLC | 1,544 | $209.9K | 0.03% | +1,544 | New |
| Asset Dedication, LLC | 1,560 | $212.1K | 0.01% | −526−25.2% | Reduced |
| M3 Advisory Group, LLC | 1,560 | $212.2K | 0.13% | +1,560 | New |
| Thayer Financial, L.L.C. | 1,568 | $213.2K | 0.22% | −1,627−50.9% | Reduced |
| Lynx Investment Advisory | 1,572 | $213.7K | 0.10% | +1,572 | New |
| Heartland Bank & Trust Co | 1,574 | $214.0K | 0.05% | +1,574 | New |
| White Lighthouse Investment Management Inc. | 1,576 | $214.3K | 0.03% | +1,576 | New |
| Allegiance Financial Group Advisory Services LLC | 1,578 | $214.6K | 0.04% | +1,578 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,580 | $214.9K | 0.01% | +1,580 | New |
| ShoreHaven Wealth Partners, LLC | 1,581 | $215.0K | 0.08% | +1,581 | New |
| Drucker Wealth 3.0, LLC | 1,583 | $215.3K | 0.04% | +1,583 | New |
| SHP Wealth Management | 1,587 | $215.8K | 0.02% | +344+27.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,589 | $216.0K | 0.01% | −63−3.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,591 | $216.3K | 0.06% | +1,591 | New |
| KPP Advisory Services LLC | 1,591 | $216.3K | 0.03% | +1,591 | New |
| Astoria Portfolio Advisors LLC. | 1,288 | $216.3K | 0.05% | +1,288 | New |
| Madison Asset Management, LLC | 1,598 | $217.3K | 0.00% | +1,598 | New |
| Rockbridge Investment Management, LCC | 1,598 | $217.3K | 0.02% | +1,598 | New |
| CNB Bank | 1,600 | $217.6K | 0.09% | +75+4.9% | Added |
| Douglas Lane & Associates, LLC | 1,600 | $217.6K | 0.00% | +1,600 | New |
| Lantern Wealth Advisors, LLC | 1,600 | $217.6K | 0.11% | +1,600 | New |
| North Dallas Bank & Trust Co | 1,601 | $217.7K | 0.15% | +1,601 | New |
| Summit Wealth Group LLC | 1,601 | $217.7K | 0.02% | +1,601 | New |
| Costello Asset Management, INC | 1,601 | $217.7K | 0.08% | +625+64.0% | Added |
| Aspiriant, LLC | 1,602 | $217.8K | 0.01% | +1,602 | New |
| Roberts Wealth Advisors, LLC | 1,602 | $217.8K | 0.06% | +1,602 | New |
| 55 North Private Wealth, LLC | 1,604 | $218.1K | 0.06% | +1,604 | New |
| Canal Capital Management, LLC | 1,607 | $218.5K | 0.03% | +1,607 | New |
| Leelyn Smith, LLC | 1,609 | $218.8K | 0.03% | +1,609 | New |
| Peak Wealth Management LLC | 1,615 | $219.6K | 0.18% | +1,615 | New |
| Financial Futures Ltd Liability Co. | 1,617 | $219.9K | 0.10% | +1,617 | New |
| Vaughan David Investments LLC | 1,615 | $220.0K | 0.00% | +1,615 | New |
| Journey Retirement Planning & Investment Management LLC | 1,618 | $220.0K | 0.19% | −5,074−75.8% | Reduced |
| Warwick Investment Management, Inc. | 1,627 | $221.2K | 0.03% | +1,627 | New |
| Sunbeam Capital Management, LLC | 1,628 | $221.3K | 0.13% | +1,628 | New |
| Wealth Watch Advisors, INC | 1,632 | $221.9K | 0.09% | +1,110+212.6% | Added |
| Security Financial Services, INC. | 1,632 | $221.9K | 0.04% | +1,632 | New |
| Altfest L J & Co Inc | 1,648 | $224.0K | 0.02% | +1,648 | New |
| Financial Advisors Network, Inc. | 1,648 | $224.1K | 0.03% | +1,648 | New |
| Portfolio Design Labs, LLC | 1,655 | $225.0K | 0.04% | +1,655 | New |
| Arwa LLC | 1,330 | $225.8K | 0.11% | −1,111−45.5% | Reduced |
| Canopy Partners, LLC | 1,663 | $226.1K | 0.08% | +1,663 | New |
| Lee Danner & Bass Inc | 1,663 | $226.1K | 0.01% | +1,663 | New |
| Means Investment Co., Inc. | 1,664 | $226.2K | 0.02% | +1,664 | New |
| Foster Group, Inc. | 1,666 | $226.5K | 0.01% | +1,666 | New |
| Charter Trust Co | 1,669 | $226.9K | 0.01% | +1,669 | New |
| Inspire Advisors, LLC | 1,672 | $227.3K | 0.02% | +1,672 | New |
| Fidelity D & D Bancorp Inc | 1,674 | $227.6K | 0.09% | +1,674 | New |
| Millennium Capital Advisors, LLC | 1,676 | $227.9K | 0.14% | +1,676 | New |
| Winter & Associates, Inc. | 1,557 | $228.1K | 0.20% | +1,557 | New |
| Winthrop Advisory Group LLC | 1,678 | $228.2K | 0.02% | +1,678 | New |
| Mezzasalma Advisors, LLC | 1,679 | $228.3K | 0.06% | +1,679 | New |
| West Family Investments, Inc. | 1,681 | $228.6K | 0.08% | −2,550−60.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,682 | $228.7K | 0.01% | +1,682 | New |
| Twin Capital Management Inc | 1,688 | $229.5K | 0.03% | +1,688 | New |
| XML Financial, LLC | 1,689 | $229.7K | 0.02% | −653−27.9% | Reduced |
| Jacobsen Capital Management | 1,696 | $230.6K | 0.08% | +1,696 | New |
| Wayfinding Financial, LLC | 1,704 | $231.0K | 0.10% | +1,704 | New |
| Bank Ozk | 1,708 | $232.2K | 0.08% | +1,708 | New |
| Alteri Wealth LLC | 1,708 | $232.2K | 0.08% | +1,708 | New |
| Fingerlakes Wealth Management, Inc. | 1,709 | $232.4K | 0.15% | +1,709 | New |
| Fagan Associates, Inc. | 1,710 | $232.5K | 0.03% | +1,710 | New |
| Horst & Graben Wealth Management LLC | 1,388 | $233.1K | 0.03% | +1,388 | New |
| Badgley Phelps Wealth Managers, LLC | 1,720 | $233.8K | 0.00% | +1,720 | New |
| Gratus Wealth Advisors, LLC | 1,720 | $233.9K | 0.03% | +1,720 | New |
| Brookwood Investment Group LLC | 1,721 | $234.0K | 0.03% | −778−31.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,726 | $234.7K | 0.04% | +107+6.6% | Added |
| Safeguard Investment Advisory Group, LLC | 1,731 | $235.5K | 0.07% | +1,731 | New |
| Childress Capital Advisors, LLC | 1,736 | $236.1K | 0.04% | +1,736 | New |
| Souders Financial Advisors | 1,737 | $236.1K | 0.03% | +1,737 | New |
| Bull Harbor Capital LLC | 1,738 | $236.3K | 0.06% | +1,738 | New |
| Kohmann Bosshard Financial Services, LLC | 1,738 | $236.3K | 0.02% | +234+15.6% | Added |
| Elevatus Welath Management | 1,740 | $236.6K | 0.12% | +1,740 | New |
| Pathway Financial Advisors LLC | 1,600 | $236.7K | 0.03% | +1,600 | New |
| WPG Advisers, LLC | 1,746 | $237.4K | 0.17% | +323+22.7% | Added |
| Tritonpoint Wealth, LLC | 1,748 | $237.6K | 0.03% | +1,748 | New |
| waypoint wealth counsel | 1,748 | $237.7K | 0.12% | −1,319−43.0% | Reduced |
| Johnson Financial Group, Inc. | 1,750 | $237.9K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,750 | $237.9K | 0.13% | +1,750 | New |
| Clare Market Investments LLC | 1,750 | $237.9K | 0.05% | +1,750 | New |
| Wedge Capital Management L L P | 1,751 | $238.1K | 0.00% | +1,751 | New |
| Financial Partners Group, Inc | 1,759 | $239.1K | 0.03% | +1,759 | New |
| Pettyjohn, Wood & White, Inc | 1,760 | $239.3K | 0.04% | +1,760 | New |
