| Adams Chetwood Wealth Management LLC | 613 | $1.78M | 1.21% | −16−2.5% | Reduced |
| Gilbert & Cook, Inc. | 614 | $1.78M | 0.29% | +348+130.8% | Added |
| Blue Chip Partners, Inc. | 615 | $1.78M | 0.22% | −1−0.2% | Reduced |
| Orion Capital Management LLC | 616 | $1.78M | 1.01% | −8−1.3% | Reduced |
| Column Capital Advisors, LLC | 617 | $1.79M | 0.34% | +8+1.3% | Added |
| Sage Mountain Advisors LLC | 618 | $1.79M | 0.22% | +226+57.7% | Added |
| First Financial Bank - Trust Division | 621 | $1.80M | 0.18% | −1−0.2% | Reduced |
| McAlister, Sweet & Associates, Inc. | 621 | $1.80M | 1.57% | +621 | New |
| Gsa Capital Partners LLP | 622 | $1.80M | 0.23% | −1,091−63.7% | Reduced |
| Latash Investments, LLC | 623 | $1.80M | 1.12% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 623 | $1.80M | 0.49% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 624 | $1.81M | 0.63% | −75−10.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 625 | $1.81M | 0.34% | −10−1.6% | Reduced |
| IFG Advisors, LLC | 628 | $1.82M | 0.77% | −3−0.5% | Reduced |
| Brave Asset Management Inc | 628 | $1.82M | 0.50% | +4+0.6% | Added |
| Klingman & Associates, LLC | 628 | $1.82M | 0.16% | +20+3.3% | Added |
| Cary Street Partner Investment Advisory LLC | 629 | $1.82M | 0.51% | +263+71.9% | Added |
| Capital Advisors Wealth Management, LLC | 629 | $1.82M | 0.55% | +344+120.7% | Added |
| Maven Securities LTD | 630 | $1.82M | 0.23% | −639−50.4% | Reduced |
| Donoghue Forlines LLC | 630 | $1.82M | 0.31% | −21−3.2% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 631 | $1.83M | 0.62% | −6−0.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 632 | $1.83M | 0.44% | −9−1.4% | Reduced |
| NovaPoint Capital, LLC | 632 | $1.83M | 0.66% | +3+0.5% | Added |
| Clear Perspective Advisors, LLC | 633 | $1.83M | 0.56% | −2−0.3% | Reduced |
| Gitterman Wealth Management, LLC | 633 | $1.83M | 1.36% | +8+1.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 634 | $1.84M | 0.77% | +5+0.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 636 | $1.84M | 0.09% | −220−25.7% | Reduced |
| Wealth Management Associates, Inc. | 637 | $1.85M | 0.99% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 639 | $1.85M | 0.73% | +115+21.9% | Added |
| Pluribus Labs, LLC | 639 | $1.85M | 1.95% | +639 | New |
| Courier Capital LLC | 640 | $1.85M | 0.17% | −133−17.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 640 | $1.85M | 0.18% | +12+1.9% | Added |
| Mengis Capital Management, Inc. | 642 | $1.86M | 0.35% | −8−1.2% | Reduced |
| Lee Danner & Bass Inc | 644 | $1.87M | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 654 | $1.87M | 0.70% | +25+4.0% | Added |
| American Trust Investment Advisors, LLC | 647 | $1.87M | 0.93% | 00.0% | Unchanged |
| Broad Run Investment Management, LLC | 651 | $1.89M | 0.12% | −36−5.2% | Reduced |
| Hilton Capital Management, LLC | 652 | $1.89M | 0.17% | 00.0% | Unchanged |
| ASB Consultores, LLC | 653 | $1.89M | 0.94% | +653 | New |
| Gray Wealth Management Inc. | 654 | $1.90M | 0.94% | +92+16.4% | Added |
| Tealwood Asset Management Inc | 655 | $1.90M | 0.76% | −97−12.9% | Reduced |
| Occudo Quantitative Strategies LP | 656 | $1.90M | 0.17% | −562−46.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 656 | $1.90M | 1.36% | −1−0.2% | Reduced |
| HT Partners LLC | 656 | $1.90M | 0.56% | −5−0.8% | Reduced |
| Willow Creek Wealth Management Inc. | 658 | $1.91M | 0.39% | +2+0.3% | Added |
| Matisse Capital | 658 | $1.91M | 1.32% | +20+3.1% | Added |
| CenterStar Asset Management, LLC | – | $1.91M | 1.45% | – | – |
| Shorepoint Capital Partners LLC | 662 | $1.92M | 0.78% | −26−3.8% | Reduced |
| Twin Lakes Capital Management, LLC | 663 | $1.92M | 1.02% | −8−1.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 668 | $1.94M | 0.14% | −3−0.4% | Reduced |
| Nuance Investments, LLC | 669 | $1.94M | 0.03% | −132−16.5% | Reduced |
| Strengthening Families & Communities, LLC | 669 | $1.94M | 1.48% | +669 | New |
| Aaron Wealth Advisors | 672 | $1.95M | 0.54% | +101+17.7% | Added |
| Bordeaux Wealth Advisors LLC | 673 | $1.95M | 0.90% | +36+5.7% | Added |
| Keebeck Wealth Management, LLC | 675 | $1.96M | 0.35% | +28+4.3% | Added |
| SJS Investment Consulting Inc. | 676 | $1.96M | 0.59% | +676 | New |
| NTB Financial Corp | 676 | $1.96M | 1.37% | +676 | New |
| Kensington Investment Counsel, LLC | 678 | $1.96M | 1.15% | +678 | New |
| Alps Advisors Inc | 679 | $1.97M | 0.02% | +54+8.6% | Added |
| Orrstown Financial Services Inc | 697 | $1.97M | 3.01% | −27−3.7% | Reduced |
| Fort Pitt Capital Group, LLC | 683 | $1.98M | 0.07% | +23+3.5% | Added |
| National Wealth Management Group, LLC | 684 | $1.98M | 1.86% | +684 | New |
| Pitti Group Wealth Management, LLC | 684 | $1.98M | 2.21% | +684 | New |
| Hellman Jordan Management Co Inc | 685 | $1.98M | 2.38% | +49+7.7% | Added |
| Northeast Financial Group, Inc. | 685 | $1.98M | 1.16% | +8+1.2% | Added |
| Eagle Bluffs Wealth Management LLC | 687 | $1.99M | 2.08% | +687 | New |
| DSC Advisors, L.P. | 688 | $1.99M | 2.30% | −18−2.5% | Reduced |
| Legacy Financial Advisors, Inc. | 688 | $1.99M | 0.46% | +59+9.4% | Added |
| Wulff, Hansen & Co. | 689 | $2.00M | 1.72% | +689 | New |
| Private Portfolio Partners LLC | 693 | $2.01M | 0.51% | +50+7.8% | Added |
| Glovista Investments LLC | 695 | $2.01M | 0.56% | +208+42.7% | Added |
| PAX Financial Group, LLC | 698 | $2.02M | 0.45% | −3−0.4% | Reduced |
| Surevest, LLC | 698 | $2.02M | 0.48% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 698 | $2.02M | 1.93% | +698 | New |
| Keudell/Morrison Wealth Management | 699 | $2.02M | 0.80% | −54−7.2% | Reduced |
| Waters Parkerson & Co., LLC | 699 | $2.02M | 0.11% | +14+2.0% | Added |
| Wrapmanager Inc | 699 | $2.02M | 0.51% | +22+3.2% | Added |
| United Community Bank | 699 | $2.03M | 2.02% | +699 | New |
| Mork Capital Management, LLC | 700 | $2.03M | 1.37% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 700 | $2.03M | 0.46% | +2+0.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 701 | $2.03M | 0.97% | −479−40.6% | Reduced |
| Joseph Group Capital Management | 704 | $2.04M | 1.96% | +704 | New |
| Gruss & Co., LLC | 705 | $2.04M | 5.48% | −8−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 705 | $2.04M | 0.93% | −7−1.0% | Reduced |
| Satovsky Asset Management LLC | 705 | $2.04M | 1.37% | +22+3.2% | Added |
| Pearl River Capital, LLC | 705 | $2.04M | 0.55% | +582+473.2% | Added |
| Connective Portfolio Management, LLC | 700 | $2.05M | 3.60% | +700 | New |
| Crawford Investment Counsel Inc | 708 | $2.05M | 0.04% | −31−4.2% | Reduced |
| Professional Advisory Services Inc | 709 | $2.05M | 0.28% | −10−1.4% | Reduced |
| Delphia (USA) Inc. | 712 | $2.06M | 2.19% | +712 | New |
| HBK Investments L P | 715 | $2.07M | 0.04% | −501−41.2% | Reduced |
| Invst, LLC | 815 | $2.08M | 0.33% | −55−6.3% | Reduced |
| Legacy Capital Partners, Inc. | 719 | $2.08M | 0.68% | +191+36.2% | Added |
| Abner Herrman & Brock LLC | 720 | $2.09M | 0.27% | −18−2.4% | Reduced |
| Means Investment Co., Inc. | 720 | $2.09M | 0.37% | +3+0.4% | Added |
| LSV Asset Management | 720 | $2.09M | 0.00% | +10+1.4% | Added |
| SC&H Financial Advisors, Inc. | 722 | $2.09M | 1.15% | +722 | New |
| Coastal Bridge Advisors, LLC | 727 | $2.11M | 0.44% | +3+0.4% | Added |
| Signet Financial Management, LLC | 727 | $2.11M | 0.32% | −4−0.5% | Reduced |
| GYL Financial Synergies, LLC | 729 | $2.11M | 0.57% | +70+10.6% | Added |
