| Wealth Preservation Advisors, LLC | 557 | $138.6K | 0.10% | +557 | New |
| Pin Oak Investment Advisors Inc | 676 | $141.0K | 0.11% | +141+26.4% | Added |
| BankPlus Trust Department | 574 | $142.7K | 0.05% | −3−0.5% | Reduced |
| Crowley Wealth Management, Inc. | 577 | $143.5K | 0.14% | +10+1.8% | Added |
| Northwest Capital Management Inc | 584 | $145.2K | 0.06% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 600 | $149.2K | 0.05% | −500−45.5% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $149.2K | 0.04% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 600 | $149.3K | 0.15% | −25−4.0% | Reduced |
| Blume Capital Management, Inc. | 609 | $151.4K | 0.03% | +9+1.5% | Added |
| Cutler Capital Management, LLC | 611 | $151.9K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 612 | $152.2K | 0.10% | +87+16.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 616 | $153.3K | 0.06% | +1+0.2% | Added |
| Nalls Sherbakoff Group, LLC | 618 | $153.7K | 0.12% | +618 | New |
| First Community Trust NA | 620 | $154.2K | 0.13% | 00.0% | Unchanged |
| Trust Co | 631 | $156.9K | 0.02% | +200+46.4% | Added |
| Financial Life Planners | 632 | $157.2K | 0.15% | +303+92.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 660 | $161.0K | 0.00% | +660 | New |
| Ogorek Anthony Joseph | 670 | $166.0K | 0.05% | +288+75.4% | Added |
| Fourth Dimension Wealth, LLC | 668 | $166.1K | 0.08% | −887−57.0% | Reduced |
| Accredited Wealth Management, LLC | 672 | $167.1K | 0.14% | +306+83.6% | Added |
| Proffitt & Goodson Inc | 673 | $167.3K | 0.03% | +118+21.3% | Added |
| First Pacific Financial | 673 | $167.3K | 0.03% | +233+53.0% | Added |
| Frazier Financial Advisors, LLC | 683 | $169.8K | 0.13% | −50−6.8% | Reduced |
| Bruce G. Allen Investments, LLC | 686 | $170.7K | 0.14% | −179−20.7% | Reduced |
| Abound Wealth Management | 688 | $171.1K | 0.06% | +14+2.1% | Added |
| GKV Capital Management Co., Inc. | 700 | $174.1K | 0.09% | 00.0% | Unchanged |
| BFSG, LLC | 702 | $174.6K | 0.02% | +2+0.3% | Added |
| Richardson Capital Management LLC | 705 | $175.3K | 0.11% | +430+156.4% | Added |
| BTG Pactual Asset Management US LLC | 715 | $177.8K | 0.02% | −487−40.5% | Reduced |
| WPG Advisers, LLC | 729 | $181.4K | 0.17% | +35+5.0% | Added |
| High Note Wealth, LLC | 743 | $184.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 747 | $185.7K | 0.02% | +58+8.4% | Added |
| Marquette Asset Management, LLC | 762 | $189.5K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 766 | $190.5K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 783 | $194.8K | 0.04% | +3+0.4% | Added |
| Stone House Investment Management, LLC | 795 | $197.6K | 0.04% | +795 | New |
| Bollard Group LLC | 800 | $199.0K | 0.01% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 805 | $200.2K | 0.11% | +805 | New |
| Sharp Financial Services, LLC | 807 | $200.7K | 0.15% | +807 | New |
| Sterling Group Wealth Management, LLC | 807 | $200.7K | 0.11% | +807 | New |
| Austin Asset Management Co Inc | 807 | $200.7K | 0.04% | +807 | New |
| Manhattan West Asset Management, LLC | 809 | $201.2K | 0.05% | +809 | New |
| ELCO Management Co., LLC | 810 | $201.4K | 0.11% | +810 | New |
| Viewpoint Capital Management LLC | 810 | $201.4K | 0.11% | +810 | New |
| Howard Wealth Management, LLC | 810 | $201.5K | 0.11% | +810 | New |
| Midwest Heritage Bank, FSB | 811 | $201.7K | 0.08% | +811 | New |
| Base Wealth Management LLC | 811 | $201.7K | 0.15% | +811 | New |
| CFO4Life Group, LLC | 811 | $201.7K | 0.03% | +811 | New |
| SP Asset Management LLC | 812 | $201.9K | 0.02% | +812 | New |
| Weaver Capital Management LLC | 812 | $201.9K | 0.05% | +812 | New |
| Investors Research Corp | 813 | $202.1K | 0.04% | +813 | New |
| RTD Financial Advisors, Inc. | 814 | $202.4K | 0.03% | +814 | New |
| Benchmark Financial Wealth Advisors, LLC | 816 | $202.8K | 0.08% | +816 | New |
| Spreng Capital Management, Inc. | 818 | $203.4K | 0.09% | +818 | New |
| M3 Advisory Group, LLC | 819 | $203.7K | 0.16% | +819 | New |
| Zevin Asset Management LLC | 819 | $204.0K | 0.03% | +819 | New |
| Fermata Advisors, LLC | 820 | $204.0K | 0.04% | +820 | New |
| O'Connor Financial Group LLC | 821 | $204.1K | 0.11% | +821 | New |
| Ackerman Capital Advisors, LLC | 824 | $204.9K | 0.05% | +824 | New |
| Pinney & Scofield, Inc. | 825 | $205.1K | 0.15% | +1+0.1% | Added |
| Lincoln Capital Corp | 825 | $205.1K | 0.09% | +825 | New |
| McRae Capital Management Inc | 825 | $205.3K | 0.04% | +825 | New |
| Aspire Private Capital, LLC | 826 | $205.4K | 0.05% | +826 | New |
| Nottingham Advisors, Inc. | 827 | $205.6K | 0.03% | −647−43.9% | Reduced |
| Hidden Cove Wealth Management, LLC | 828 | $206.0K | 0.16% | +828 | New |
| Mascoma Wealth Management LLC | 831 | $206.7K | 0.05% | −96−10.4% | Reduced |
| AAFCPAs Wealth Management, LLC | 831 | $206.7K | 0.11% | +831 | New |
| Investment Planning Advisors, Inc. | 833 | $207.1K | 0.08% | +833 | New |
| Evergreen Private Wealth LLC | 835 | $207.6K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 835 | $207.6K | 0.05% | +5+0.6% | Added |
| GoalFusion Wealth Management, LLC | 837 | $208.1K | 0.11% | −700−45.5% | Reduced |
| Gallacher Capital Management LLC | 837 | $208.2K | 0.10% | −132−13.6% | Reduced |
| Teachers Insurance & Annuity Association of America | 838 | $208.4K | 0.28% | 00.0% | Unchanged |
| RFP Financial Group LLC | 838 | $208.4K | 0.08% | +838 | New |
| AGH Wealth Advisors, LLC | 839 | $208.6K | 0.20% | +839 | New |
| Mittelman Wealth Management | 840 | $209.0K | 0.19% | −265−24.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 841 | $209.1K | 0.05% | −13−1.5% | Reduced |
| Sloy Dahl & Holst, LLC | 841 | $209.1K | 0.04% | +841 | New |
| Wealthcare Capital Management LLC | 845 | $210.1K | 0.02% | +845 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 845 | $210.1K | 0.09% | +845 | New |
| Royal Capital Wealth Management, LLC | 845 | $210.1K | 0.15% | +845 | New |
| Williams Financial, LLC | 847 | $210.6K | 0.15% | +847 | New |
| Castle Wealth Management LLC | 847 | $210.6K | 0.08% | +847 | New |
| Chickasaw Capital Management LLC | 850 | $211.0K | 0.01% | +850 | New |
| Brio Consultants, LLC | 850 | $211.3K | 0.03% | +850 | New |
| Penobscot Wealth Management | 850 | $211.5K | 0.09% | +850 | New |
| Monarch Capital Management Inc | 851 | $211.6K | 0.06% | +851 | New |
| Peak Financial Management, Inc. | 851 | $211.6K | 0.06% | +851 | New |
| Outlook Wealth Advisors, LLC | 851 | $211.6K | 0.06% | +851 | New |
| ForthRight Wealth Management, LLC | 851 | $211.6K | 0.07% | +851 | New |
| Somerset Trust Co | 855 | $212.6K | 0.08% | +855 | New |
| Stephenson & Company, Inc. | 857 | $213.1K | 0.14% | +857 | New |
| Ofc Financial Planning, LLC | 857 | $213.1K | 0.24% | +857 | New |
| Financial Council Asset Management Inc | 861 | $214.1K | 0.12% | +861 | New |
| TCP Asset Management, LLC | 862 | $214.3K | 0.05% | +862 | New |
| Sensible Money, LLC | 865 | $215.1K | 0.09% | +865 | New |
| Main Line Retirement Advisors, LLC | 865 | $215.1K | 0.14% | +865 | New |
| Broadleaf Partners, LLC | 868 | $215.8K | 0.06% | +868 | New |
| Financial Network Wealth Management LLC | 870 | $216.0K | 0.08% | +870 | New |
| Peak Planning Group, LLC | 872 | $216.9K | 0.09% | +872 | New |
