| Evolution Advisers, Inc. | 628 | $115.0K | 0.07% | +25+4.1% | Added |
| Provident Wealth Management, LLC | 645 | $118.3K | 0.04% | +645 | New |
| Halpern Financial, Inc. | 647 | $118.7K | 0.03% | +37+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 651 | $120.0K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 680 | $124.7K | 0.10% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 696 | $127.7K | 0.03% | −5,825−89.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 840 | $127.9K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 700 | $128.4K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 700 | $128.4K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 700 | $128.5K | 0.08% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 765 | $140.0K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 798 | $146.4K | 0.03% | −162−16.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 801 | $146.9K | 0.08% | +201+33.5% | Added |
| Wiser Advisor Group LLC | 801 | $146.9K | 0.23% | +1+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 802 | $147.2K | 0.08% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 806 | $147.9K | 0.04% | +152+23.2% | Added |
| Running Point Capital Advisors, LLC | 807 | $148.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 813 | $149.1K | 0.03% | +169+26.2% | Added |
| Global Wealth Strategies & Associates | 840 | $154.1K | 0.06% | −75−8.2% | Reduced |
| Meritage Group LP | 849 | $155.7K | 0.00% | −578−40.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 852 | $156.3K | 0.03% | +611+253.5% | Added |
| TD Capital Management LLC | 869 | $159.3K | 0.02% | +68+8.5% | Added |
| Wealthgate Family Office, LLC | 879 | $161.2K | 0.40% | +879 | New |
| Armor Investment Advisors, LLC | 895 | $164.1K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 906 | $166.2K | 0.04% | −17−1.8% | Reduced |
| Stephenson National Bank & Trust | 912 | $167.3K | 0.06% | +24+2.7% | Added |
| DSM Capital Partners LLC | 914 | $167.6K | 0.00% | +734+407.8% | Added |
| First PREMIER Bank | 921 | $169.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 937 | $171.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 939 | $172.0K | 0.07% | −150−13.8% | Reduced |
| MGB Wealth Management, LLC | 930 | $174.1K | 0.07% | +200+27.4% | Added |
| Main Street Group, LTD | 981 | $180.8K | 0.08% | −268−21.5% | Reduced |
| Atlantic Private Wealth, LLC | 1,000 | $183.4K | 0.15% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,007 | $184.7K | 0.10% | +47+4.9% | Added |
| ICA Group Wealth Management, LLC | 1,018 | $186.7K | 0.11% | −6,180−85.9% | Reduced |
| Live Oak Investment Partners | – | $187.1K | 0.15% | – | New |
| Valued Wealth Advisors LLC | 1,024 | $187.9K | 0.13% | +271+36.0% | Added |
| FNY Investment Advisers, LLC | 1,040 | $190.0K | 0.13% | −1,045−50.1% | Reduced |
| Raleigh Capital Management Inc. | 1,038 | $190.5K | 0.08% | +154+17.4% | Added |
| Provenance Wealth Advisors, LLC | 1,080 | $198.1K | 0.03% | −800−42.6% | Reduced |
| PFS Partners, LLC | 1,083 | $198.6K | 0.13% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,091 | $200.1K | 0.08% | +1,091 | New |
| Lynx Capital Group Ltd | 1,100 | $201.8K | 0.14% | +1,100 | New |
| Guardian Wealth Advisors, LLC | 1,100 | $201.8K | 0.13% | +1,100 | New |
| Eagle Bluffs Wealth Management LLC | 1,100 | $201.8K | 0.12% | +1,100 | New |
| Vima LLC | 1,102 | $202.2K | 0.45% | −20−1.8% | Reduced |
| Synergy Financial Management, LLC | 1,104 | $202.5K | 0.03% | +1,104 | New |
| ROI Financial Advisors, LLC | 1,113 | $202.6K | 0.15% | +1,113 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,106 | $202.9K | 0.14% | +1,106 | New |
| Vantage Financial Partners, LLC | 1,116 | $204.7K | 0.05% | +1,116 | New |
| Afg Fiduciary Services Limited Partnership | 1,117 | $204.8K | 0.14% | +1,117 | New |
| TSA Wealth Managment LLC | 1,122 | $205.8K | 0.09% | +1,122 | New |
| Northeast Financial Group, Inc. | 1,122 | $205.8K | 0.09% | +1,122 | New |
| Virginia Wealth Management Group, Inc. | 1,132 | $207.6K | 0.17% | +1,132 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,135 | $208.1K | 0.08% | +1,135 | New |
| Gallacher Capital Management LLC | 1,137 | $208.6K | 0.11% | +1,137 | New |
| Oliver Lagore Vanvalin Investment Group | 1,138 | $208.7K | 0.06% | −356−23.8% | Reduced |
| Winslow Asset Management Inc | 1,140 | $209.0K | 0.04% | +1,140 | New |
| VanderPol Investments L.L.C. | 1,141 | $209.3K | 0.64% | +1,141 | New |
| Lowery Thomas, LLC | 1,141 | $209.3K | 0.15% | +1,141 | New |
| NBW Capital LLC | 1,147 | $210.4K | 0.04% | +1,147 | New |
| Continuum Wealth Advisors, LLC | 1,149 | $210.8K | 0.11% | +1,149 | New |
| Virtus Investment Advisers, Inc. | 1,150 | $210.9K | 0.18% | +1,150 | New |
| Brooks, Moore & Associates, Inc. | 1,150 | $210.9K | 0.14% | +1,150 | New |
| Treynor Bancshares, Inc. | 1,150 | $210.9K | 0.22% | +1,150 | New |
| Partners Capital Investment Group, LLP | 1,150 | $211.0K | 0.00% | +1,150 | New |
| GoalVest Advisory LLC | 1,152 | $211.3K | 0.07% | −652−36.1% | Reduced |
| Gleason Group, Inc. | 1,156 | $212.1K | 0.04% | +1+0.1% | Added |
| Investors Asset Management of Georgia Inc | 1,157 | $212.2K | 0.10% | +1,157 | New |
| Atwater Malick LLC | 1,157 | $212.2K | 0.07% | +1,157 | New |
| Detalus Advisors, LLC | 1,158 | $212.4K | 0.07% | +1,158 | New |
| O'Brien Wealth Partners LLC | 1,160 | $212.8K | 0.05% | −35−2.9% | Reduced |
| APCM Wealth Management for Individuals | 1,160 | $212.8K | 0.03% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,161 | $213.0K | 0.06% | +1,161 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,161 | $213.0K | 0.13% | −2,084−64.2% | Reduced |
| Front Street Capital Management, Inc. | 1,160 | $213.0K | 0.04% | +1,160 | New |
| Vantage Consulting Group Inc | 1,165 | $213.7K | 0.16% | −386−24.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,167 | $214.0K | 0.08% | +1,167 | New |
| Alternative Investment Advisors, LLC. | 1,180 | $216.5K | 0.12% | +1,180 | New |
| Epiq Partners, LLC | 1,184 | $217.2K | 0.15% | +1,184 | New |
| Bellwether Advisors, LLC | 1,185 | $217.4K | 0.05% | +1,185 | New |
| Alerus Financial NA | 1,186 | $217.5K | 0.02% | +1,186 | New |
| Concorde Asset Management, LLC | 1,188 | $217.8K | 0.13% | +1,188 | New |
| Willner & Heller, LLC | 1,191 | $218.4K | 0.21% | +1,191 | New |
| Fusion Capital, LLC | 1,191 | $218.5K | 0.10% | +1,191 | New |
| Salomon & Ludwin, LLC | 1,194 | $219.0K | 0.02% | −3,742−75.8% | Reduced |
| S&T Bank | 1,200 | $220.0K | 0.06% | +1,200 | New |
| Three Bridge Wealth Advisors, LLC | 1,200 | $220.1K | 0.09% | −4,060−77.2% | Reduced |
| Breakwater Investment Management | 1,200 | $220.1K | 0.10% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,200 | $220.1K | 0.04% | +1,200 | New |
| Montgomery Investment Management Inc | 1,200 | $220.1K | 0.09% | +1,200 | New |
| Willis Investment Counsel | 1,200 | $220.1K | 0.02% | +1,200 | New |
| Narus Financial Partners, LLC | 1,200 | $220.1K | 0.09% | +1,200 | New |
| Oldfather Financial Services, LLC | 1,200 | $220.2K | 0.09% | +1,200 | New |
| Legacy Financial Strategies, LLC | 1,177 | $220.6K | 0.05% | +1,177 | New |
| Avid Wealth Partners LLC | 1,206 | $221.2K | 0.17% | −163−11.9% | Reduced |
| Aspire Private Capital, LLC | 1,208 | $221.6K | 0.06% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 1,216 | $223.0K | 0.03% | +1,216 | New |
| Eldred Rock Partners, LLC | 1,218 | $223.4K | 0.09% | −240−16.5% | Reduced |
| JMG Financial Group, Ltd. | 1,220 | $223.8K | 0.01% | +1,220 | New |
