| Voisard Asset Management Group, Inc. | 2,266 | $316.5K | 0.06% | +2,266 | New |
| Palumbo Wealth Management LLC | 2,267 | $316.6K | 0.07% | +2,267 | New |
| Per Stirling Capital Management, LLC. | 2,268 | $316.7K | 0.03% | +2,268 | New |
| Plante Moran Financial Advisors, LLC | 2,271 | $317.0K | 0.01% | −1,170−34.0% | Reduced |
| Greenwood Gearhart Inc | 2,275 | $317.6K | 0.01% | +2,275 | New |
| Godshalk Welsh Capital Management, Inc. | 2,275 | $317.7K | 0.17% | +2,275 | New |
| B & T Capital Management DBA Alpha Capital Management | 2,276 | $317.8K | 0.04% | +2,276 | New |
| Formidable Asset Management, LLC | 7,208 | $318.1K | 0.05% | +105+1.5% | Added |
| Green Harvest Asset Management LLC | 2,279 | $318.2K | 0.00% | +2,279 | New |
| AA Financial Advisors, LLC | 2,280 | $318.4K | 0.04% | +2,280 | New |
| Kingstone Capital Partners Texas, LLC | 2,284 | $318.9K | 0.17% | +2,284 | New |
| Massachusetts Institute of Technology | 2,300 | $321.1K | 0.04% | +2,300 | New |
| Thompson Davis & Co., Inc. | 2,300 | $321.1K | 0.19% | +2,300 | New |
| Board of Trustees of The Leland Stanford Junior University | 2,300 | $321.1K | 0.06% | +2,300 | New |
| Fulcrum Equity Management | 2,305 | $321.8K | 0.26% | +2,305 | New |
| Advisor Resource Council | 2,639 | $322.5K | 0.11% | +2,639 | New |
| Dala Group, LLC | 2,312 | $322.8K | 0.27% | +2,312 | New |
| Evergreen Advisors, LLC | 2,313 | $323.0K | 0.07% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,317 | $323.0K | 0.12% | +2,317 | New |
| Oberweis Asset Management Inc | 2,314 | $323.1K | 0.01% | +2,314 | New |
| Sonata Capital Group Inc | 2,316 | $323.4K | 0.10% | +2,316 | New |
| Exchange Bank | 2,318 | $323.7K | 0.20% | +2,318 | New |
| Consilium Wealth Advisory, LLC | 2,320 | $323.9K | 0.10% | +2,320 | New |
| Warburton Capital Management, LLC | 2,327 | $324.0K | 0.13% | +2,327 | New |
| TD Capital Management LLC | 2,326 | $324.7K | 0.03% | −154−6.2% | Reduced |
| Activest Wealth Management | 2,328 | $325.1K | 0.06% | −3,527−60.2% | Reduced |
| Center For Asset Management LLC | 2,333 | $325.8K | 0.14% | +2,333 | New |
| Patton Albertson Miller Group, LLC | 2,334 | $325.9K | 0.03% | +2,334 | New |
| Connecticut Wealth Management, LLC | 2,334 | $325.9K | 0.01% | +2,334 | New |
| Paul Damon & Associates, Inc. | 2,335 | $326.1K | 0.13% | +2,335 | New |
| Meridian Wealth Advisors, LLC | 2,337 | $326.3K | 0.04% | +2,337 | New |
| Hilton Head Capital Partners, LLC | 2,340 | $326.8K | 0.16% | −2,650−53.1% | Reduced |
| Balentine LLC | 2,343 | $327.2K | 0.01% | −17,616−88.3% | Reduced |
| Summit Place Financial Advisors, LLC | 2,345 | $327.4K | 0.14% | +2,345 | New |
| Coco Enterprises, LLC | 2,575 | $327.5K | 0.17% | +2,575 | New |
| Whelan Financial | 2,347 | $327.7K | 0.09% | +2,347 | New |
| Ballast, Inc. | 2,350 | $328.1K | 0.06% | +2,350 | New |
| Trust Investment Advisors | 2,353 | $328.5K | 0.16% | +2,353 | New |
| Northstar Group, Inc. | 2,357 | $329.1K | 0.04% | +2,357 | New |
| Financial Partners Group, Inc | 2,368 | $330.6K | 0.03% | +2,368 | New |
| jvl associates llc | 2,373 | $331.3K | 0.09% | +2,373 | New |
| Portland Financial Advisors Inc | 2,375 | $331.6K | 0.61% | +2,375 | New |
| Laurel Wealth Advisors LLC | 2,376 | $331.8K | 0.03% | 00.0% | Unchanged |
| CV Advisors LLC | 2,378 | $332.0K | 0.06% | +2,378 | New |
| Hilltop Wealth Advisors, LLC | 2,388 | $333.4K | 0.17% | +2,388 | New |
| Telos Capital Management, Inc. | 2,391 | $333.8K | 0.03% | +2,391 | New |
| Dimension Capital Management LLC | 2,394 | $334.3K | 0.04% | +2,394 | New |
| West Wealth Group, LLC | 2,395 | $334.5K | 0.05% | +2,395 | New |
| Prudent Man Advisors, LLC | 1,600 | $335.0K | 0.08% | +1,600 | New |
| Cabot Wealth Management Inc | 2,400 | $335.1K | 0.03% | +2,400 | New |
| Farrow Financial Inc. | 2,400 | $335.1K | 0.18% | +2,400 | New |
| Scott Capital Advisors, LLC | 2,406 | $336.0K | 0.05% | +2,406 | New |
| Schubert & Co | 2,407 | $336.2K | 0.23% | +2,407 | New |
| Curran Financial Partners, LLC | 2,408 | $336.2K | 0.05% | +2,408 | New |
| Nvest Financial, LLC | 2,412 | $336.8K | 0.11% | +2,412 | New |
| Tobias Financial Advisors, Inc. | 2,426 | $338.7K | 0.04% | +2,426 | New |
| Wilson & Boucher Capital Management, LLC | 2,430 | $339.3K | 0.20% | +2,430 | New |
| TrueWealth Advisors, LLC | 2,431 | $339.4K | 0.08% | +2,431 | New |
| Reuter James Wealth Management, LLC | 2,431 | $339.4K | 0.04% | +2,431 | New |
| Presper Financial Architects, LLC | 2,433 | $339.7K | 0.18% | +2,433 | New |
| Kendall Capital Management | 2,433 | $339.8K | 0.06% | +2,433 | New |
| Roan Capital Partners | 2,435 | $340.0K | 0.28% | +2,435 | New |
| Beacon Capital Management, LLC | 2,437 | $340.2K | 0.05% | +2,437 | New |
| Diversified Management Inc | 2,437 | $340.3K | 0.07% | −100,206−97.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,439 | $340.5K | 0.08% | +2,439 | New |
| Unique Wealth, LLC | 2,439 | $340.6K | 0.04% | +2,439 | New |
| Independence Wealth Advisors, LLC | 2,442 | $341.0K | 0.17% | +2,442 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,443 | $341.1K | 0.08% | +2,443 | New |
| Cornerstone Planning Group LLC | 3,331 | $341.8K | 0.04% | +636+23.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,455 | $342.0K | 0.09% | +24+1.0% | Added |
| Menlo Advisors LLC | 2,455 | $342.0K | 0.15% | +2,455 | New |
| First Business Financial Services, Inc. | 2,450 | $342.1K | 0.03% | +2,450 | New |
| Wiser Wealth Management, Inc | 2,450 | $342.1K | 0.07% | +2,450 | New |
| Cherrydale Wealth Management, LLC | 2,451 | $342.3K | 0.09% | +2,451 | New |
| Northwest Bancshares, Inc. | 2,458 | $343.2K | 0.06% | +2,458 | New |
| Carson Advisory Inc. | 2,461 | $343.6K | 0.16% | +2,461 | New |
| Avion Wealth | 2,466 | $344.0K | 0.06% | +34+1.4% | Added |
| Brandywine Oak Private Wealth LLC | 2,464 | $344.0K | 0.03% | +2,464 | New |
| Madrona Financial Services, LLC | 2,473 | $345.3K | 0.06% | −4,631−65.2% | Reduced |
| Connecticut Capital Management Group, LLC | 2,473 | $345.3K | 0.28% | +2,473 | New |
| ASB Consultores, LLC | 2,483 | $346.7K | 1.06% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 2,485 | $347.0K | 0.06% | +2,485 | New |
| MinichMacGregor Wealth Management, LLC | 2,486 | $347.1K | 0.05% | +2,486 | New |
| Berkeley, Inc | 2,489 | $347.5K | 0.11% | +2,489 | New |
| Brio Consultants, LLC | 2,493 | $348.1K | 0.04% | −395−13.7% | Reduced |
| Chilton Investment Co LLC | 2,495 | $348.4K | 0.01% | +2,495 | New |
| Hoxton Planning & Management, LLC | 2,498 | $348.8K | 0.09% | +2,498 | New |
| West Tower Group, LLC | 2,500 | $349.1K | 0.98% | −7,500−75.0% | Reduced |
| Aristotle Capital Management, LLC | 2,500 | $349.1K | 0.00% | +2,500 | New |
| Liberty Capital Management, Inc. | 2,500 | $349.1K | 0.06% | +2,500 | New |
| Aull & Monroe Investment Management Corp | 2,500 | $349.1K | 0.15% | +2,500 | New |
| Clientfirst Wealth Management, LLC | 2,500 | $349.1K | 0.29% | +2,500 | New |
| Symphony Financial Services, Inc. | 2,500 | $349.1K | 0.16% | +2,500 | New |
| Royal Capital Wealth Management, LLC | 2,504 | $349.7K | 0.20% | +2,504 | New |
| Buck Wealth Strategies, LLC | 2,508 | $350.2K | 0.04% | +2,508 | New |
| JSF Financial, LLC | 2,509 | $350.3K | 0.06% | +2,509 | New |
| Maryland Capital Advisors Inc. | 2,510 | $350.5K | 0.11% | +2,510 | New |
| Family Wealth Partners, LLC | 2,512 | $350.8K | 0.11% | −4,332−63.3% | Reduced |
| Resolute Wealth Strategies, LLC | 2,520 | $351.9K | 0.14% | +2,520 | New |
| Robinson Smith Wealth Advisors LLC | 2,522 | $352.1K | 0.21% | +2,522 | New |
