| Sax Wealth Advisors, LLC | 935 | $200.4K | 0.05% | +935 | New |
| Signature Estate & Investment Advisors LLC | 938 | $201.0K | 0.01% | +938 | New |
| Vista Investment Management | 938 | $201.0K | 0.11% | +938 | New |
| Peak Planning Group, LLC | 939 | $201.2K | 0.18% | +939 | New |
| Balboa Wealth Partners | 942 | $201.8K | 0.09% | +942 | New |
| Corrigan Financial, Inc. | 943 | $202.1K | 0.07% | +943 | New |
| JSF Financial, LLC | 944 | $202.3K | 0.08% | +944 | New |
| Sharper & Granite LLC | 944 | $202.3K | 0.13% | +944 | New |
| Cottonwood Capital Advisors, LLC | 947 | $202.9K | 0.18% | +947 | New |
| Argyle Capital Management Inc. | 950 | $203.6K | 0.07% | +950 | New |
| Seaside Wealth Management, Inc. | 955 | $204.8K | 0.14% | +955 | New |
| Revolve Wealth Partners, LLC | 963 | $206.4K | 0.06% | +963 | New |
| Brown Miller Wealth Management, LLC | 965 | $206.8K | 0.13% | +965 | New |
| Hendershot Investments Inc. | 967 | $207.2K | 0.03% | +967 | New |
| Wealth Management Associates, Inc. | 967 | $207.2K | 0.14% | +967 | New |
| Horan Securities, Inc. | 971 | $208.1K | 0.12% | +21+2.2% | Added |
| Greenwich Wealth Management LLC | 982 | $210.0K | 0.02% | +982 | New |
| Concentric Wealth Management, LLC | 980 | $210.0K | 0.07% | +980 | New |
| Source Financial Advisors LLC | 985 | $211.2K | 0.08% | +985 | New |
| McElhenny Sheffield Capital Management, LLC | 994 | $213.0K | 0.10% | −5,109−83.7% | Reduced |
| Centerpoint Advisors, LLC | 995 | $213.0K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 992 | $213.0K | 0.07% | +992 | New |
| Aaron Wealth Advisors | 994 | $213.0K | 0.03% | +994 | New |
| Eagle Strategies LLC | 994 | $213.1K | 0.06% | +994 | New |
| WestEnd Advisors, LLC | 998 | $213.9K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 996 | $214.0K | 0.01% | −397−28.5% | Reduced |
| Villere St Denis J & Co LLC | 1,000 | $214.0K | 0.02% | +1,000 | New |
| HFR Wealth Management, LLC | 1,000 | $214.0K | 0.06% | +1,000 | New |
| Quantum Financial Advisors, LLC | 1,000 | $214.2K | 0.10% | +1,000 | New |
| Mogy Joel R Investment Counsel Inc | 1,000 | $214.3K | 0.02% | −4,600−82.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,001 | $214.4K | 0.05% | +1,001 | New |
| Bedell Frazier Investment Counseling, LLC | 1,001 | $214.5K | 0.06% | +1,001 | New |
| Heron Financial Group, LLC | 1,052 | $215.1K | 0.14% | +1,052 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 1,005 | $215.4K | 0.05% | +1,005 | New |
| Crown Wealth Group, LLC | 1,006 | $215.6K | 0.20% | +1,006 | New |
| Graves-Light Private Wealth Management, Inc. | 1,007 | $215.8K | 0.03% | +1,007 | New |
| Options Solutions, LLC | 1,010 | $216.4K | 0.31% | +1,010 | New |
| Weaver Consulting Group | 1,015 | $217.5K | 0.11% | +1,015 | New |
| IVC Wealth Advisors LLC | 1,015 | $217.5K | 0.16% | +1,015 | New |
| Centennial Wealth Advisory LLC | 1,017 | $217.9K | 0.12% | +1,017 | New |
| WNY Asset Management, LLC | 1,023 | $219.1K | 0.06% | +1,023 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,024 | $219.4K | 0.02% | −313−23.4% | Reduced |
| Carmel Capital Partners, LLC | 1,024 | $219.4K | 0.15% | +1,024 | New |
| Passive Capital Management, LLC. | 1,024 | $219.4K | 0.10% | +1,024 | New |
| Godshalk Welsh Capital Management, Inc. | 1,025 | $219.7K | 0.16% | −174−14.5% | Reduced |
| Hourglass Capital, LLC | 1,026 | $219.9K | 0.08% | +1,026 | New |
| Core Alternative Capital | 1,030 | $220.6K | 0.03% | +587+132.5% | Added |
| Redmont Wealth Advisors LLC | 1,030 | $220.7K | 0.26% | +1,030 | New |
| Total Clarity Wealth Management, Inc. | 1,030 | $220.8K | 0.11% | +1,030 | New |
| Executive Wealth Management, LLC | 1,030 | $220.9K | 0.03% | +1,030 | New |
| Widmann Financial Services, Inc. | 1,035 | $221.8K | 0.23% | +1,035 | New |
| Financial Council Asset Management Inc | 1,036 | $222.0K | 0.14% | +1,036 | New |
| Burleson & Company, LLC | 1,042 | $223.3K | 0.06% | −209−16.7% | Reduced |
| Element Wealth, LLC | 1,044 | $223.6K | 0.18% | +1,044 | New |
| Key Financial Inc | 1,340 | $223.7K | 0.11% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,043 | $223.8K | 0.04% | +1,043 | New |
| KLCM Advisors, Inc. | 1,045 | $223.9K | 0.05% | +1,045 | New |
| HNP Capital LLC | 1,046 | $224.2K | 0.06% | −513−32.9% | Reduced |
| Laird Norton Trust Company, LLC | 1,049 | $224.8K | 0.03% | +1,049 | New |
| Horizon Bancorp Inc | 1,050 | $225.0K | 0.13% | +1,050 | New |
| Sterneck Capital Management, LLC | 1,052 | $225.4K | 0.15% | +1,052 | New |
| Claris Advisors, LLC | 1,052 | $225.4K | 0.21% | +1,052 | New |
| Five Oceans Advisors | 1,065 | $228.2K | 0.16% | +1,065 | New |
| SC&H Financial Advisors, Inc. | 1,065 | $228.3K | 0.09% | +1,065 | New |
| Foster Group, Inc. | 1,070 | $229.3K | 0.02% | +1,070 | New |
| Merriman Wealth Management, LLC | 1,074 | $230.2K | 0.01% | +1,074 | New |
| Manhattan West Asset Management, LLC | 1,075 | $230.4K | 0.12% | +1,075 | New |
| Wealth Quarterback LLC | 1,075 | $230.5K | 0.19% | +1,075 | New |
| Column Capital Advisors, LLC | 1,083 | $232.1K | 0.04% | +16+1.5% | Added |
| Birchcreek Wealth Management, LLC | 1,083 | $232.1K | 0.21% | +1,083 | New |
| Flaharty Asset Management, LLC | 1,087 | $232.9K | 0.04% | +1,087 | New |
| First Personal Financial Services | 1,088 | $233.2K | 0.06% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,093 | $234.0K | 0.08% | −146−11.8% | Reduced |
| First Wilshire Securities Management Inc | 1,093 | $234.0K | 0.08% | +1,093 | New |
| FFT Wealth Management LLC | 1,094 | $234.4K | 0.03% | +1,094 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,095 | $234.7K | 0.02% | +1,095 | New |
| 3Chopt Investment Partners, LLC | 1,097 | $235.1K | 0.13% | +1,097 | New |
| PDS Planning, Inc | 1,099 | $235.5K | 0.04% | +1,099 | New |
| Measured Wealth Private Client Group, LLC | 1,100 | $235.7K | 0.10% | +1,100 | New |
| Machina Capital S.A.S. | 1,100 | $235.7K | 0.44% | +1,100 | New |
| Sage Investment Advisers LLC | 1,100 | $235.7K | 0.34% | +1,100 | New |
| Baron Wealth Management LLC | 1,100 | $235.7K | 0.18% | +1,100 | New |
| Nottingham Advisors, Inc. | 1,104 | $236.5K | 0.03% | +1,104 | New |
| Global Financial Private Client, LLC | 1,104 | $236.6K | 0.13% | +320+40.8% | Added |
| Wimmer Associates 1, LLC | 1,105 | $236.8K | 0.16% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,106 | $236.9K | 0.02% | +1,106 | New |
| Foster Victor Wealth Advisors, LLC | 1,131 | $237.8K | 0.03% | +1,131 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,112 | $238.0K | 0.33% | +1,112 | New |
| GW Henssler & Associates Ltd | 1,115 | $238.9K | 0.02% | +1,115 | New |
| Tucker Asset Management LLC | 1,117 | $239.9K | 0.08% | +206+22.6% | Added |
| BCS Wealth Management | 1,119 | $240.0K | 0.10% | +1,119 | New |
| Sovereign Financial Group, Inc. | 1,121 | $240.2K | 0.09% | +1,121 | New |
| Mengis Capital Management, Inc. | 1,126 | $241.0K | 0.05% | +1,126 | New |
| LBMC Investment Advisors, LLC | 1,125 | $241.1K | 0.03% | +1,125 | New |
| White Lighthouse Investment Management Inc. | 1,125 | $241.1K | 0.07% | +1,125 | New |
| Legacy Advisors, LLC | 1,127 | $241.5K | 0.04% | −716−38.8% | Reduced |
| Crewe Advisors LLC | 1,127 | $241.5K | 0.04% | +687+156.1% | Added |
| Encompass Wealth Advisors, LLC | 1,127 | $241.5K | 0.09% | +1,127 | New |
| Benin Management CORP | 1,128 | $241.7K | 0.10% | +1,128 | New |
| Capstone Financial Advisors, Inc. | 1,131 | $242.3K | 0.02% | +1,131 | New |
