| Abound Wealth Management | 521 | $255.7K | 0.08% | +11+2.2% | Added |
| First American Trust, FSB | 520 | $255.4K | 0.03% | −31−5.6% | Reduced |
| Kanawha Capital Management LLC | 519 | $255.0K | 0.02% | +60+13.1% | Added |
| Soltis Investment Advisors LLC | 519 | $254.9K | 0.02% | +58+12.6% | Added |
| Commonwealth Financial Services, LLC | 525 | $254.5K | 0.05% | +11+2.1% | Added |
| Prio Wealth Limited Partnership | 515 | $253.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 515 | $253.0K | 0.04% | −4,094−88.8% | Reduced |
| Sweet Financial Partners, LLC | 511 | $251.0K | 0.05% | +5+1.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 510 | $250.5K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 509 | $250.1K | 0.16% | +28+5.8% | Added |
| Safeguard Financial, LLC | 508 | $249.6K | 0.06% | +508 | New |
| FSM Wealth Advisors, LLC | 507 | $248.9K | 0.07% | +507 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 506 | $248.6K | 0.10% | −18−3.4% | Reduced |
| Benchmark Investment Advisors LLC | 505 | $248.2K | 0.18% | −5−1.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 504 | $247.6K | 0.10% | +4+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 503 | $247.1K | 0.05% | +20+4.1% | Added |
| Naviter Wealth, LLC | 502 | $246.6K | 0.03% | 00.0% | Unchanged |
| Dodge & Cox | 500 | $245.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 500 | $245.6K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 500 | $245.6K | 0.08% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 500 | $245.6K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 499 | $245.1K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 499 | $245.1K | 0.02% | +499 | New |
| Angeles Investment Advisors, LLC | 497 | $244.2K | 0.01% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 494 | $242.7K | 0.01% | −60−10.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 493 | $242.2K | 0.06% | +493 | New |
| Novare Capital Management LLC | 492 | $241.7K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 490 | $240.7K | 0.01% | +9+1.9% | Added |
| Prossimo Advisors, LLC | 489 | $240.0K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 487 | $239.2K | 0.07% | +66+15.7% | Added |
| Trust Investment Advisors | 487 | $239.2K | 0.15% | +4+0.8% | Added |
| Meadow Creek Wealth Advisors LLC | 487 | $239.2K | 0.19% | +487 | New |
| Fox Run Management, L.L.C. | 486 | $238.8K | 0.05% | +486 | New |
| Quarry LP | 483 | $237.3K | 0.07% | +368+320.0% | Added |
| Lansing Street Advisors | 483 | $237.3K | 0.09% | +483 | New |
| Foster & Motley Inc | 481 | $236.0K | 0.01% | +15+3.2% | Added |
| Valley Brook Capital Group | 480 | $235.8K | 0.17% | +480 | New |
| Continental Investors Services, Inc. | 486 | $235.6K | 0.48% | −3−0.6% | Reduced |
| HBW Advisory Services LLC | 479 | $235.3K | 0.03% | +479 | New |
| Goldstone Financial Group, LLC | 479 | $235.3K | 0.04% | +479 | New |
| Centric Wealth Management | 456 | $235.1K | 0.06% | 00.0% | Unchanged |
| Mason & Associates Inc | 478 | $234.8K | 0.06% | +478 | New |
| Buffington Mohr McNeal | 476 | $233.8K | 0.04% | −3−0.6% | Reduced |
| S.A. Mason LLC | 475 | $233.4K | 0.12% | +10+2.2% | Added |
| Rothschild Investment LLC | 474 | $232.9K | 0.02% | −1,807−79.2% | Reduced |
| Darwin Advisors, LLC | 470 | $230.9K | 0.06% | −32−6.4% | Reduced |
| Capital Investment Advisory Services, LLC | 467 | $229.4K | 0.02% | +467 | New |
| Cherrydale Wealth Management, LLC | 465 | $228.4K | 0.09% | 00.0% | Unchanged |
| AlTi Global, Inc. | 464 | $227.9K | 0.01% | −101−17.9% | Reduced |
| Wealth Architects, LLC | 464 | $227.9K | 0.03% | −1,616−77.7% | Reduced |
| Heirloom Wealth Management | 464 | $227.9K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 464 | $227.9K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 464 | $227.9K | 0.01% | +464 | New |
| Seldon Capital LP | 462 | $227.0K | 0.13% | 00.0% | Unchanged |
| Hilltop National Bank | 461 | $226.5K | 0.07% | −25−5.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 460 | $226.0K | 0.03% | −194−29.7% | Reduced |
| Promethium Advisors,llc | 460 | $226.0K | 0.16% | +460 | New |
| WMS Partners, LLC | 458 | $225.0K | 0.01% | −208−31.2% | Reduced |
| McAdam, LLC | 458 | $225.0K | 0.01% | +458 | New |
| Mount Yale Investment Advisors, LLC | 458 | $225.0K | 0.02% | +458 | New |
| Concorde Asset Management, LLC | 457 | $224.5K | 0.13% | −8−1.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 457 | $224.5K | 0.09% | +457 | New |
| Stonebrook Private Inc. | 457 | $224.5K | 0.06% | +457 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 454 | $223.0K | 0.03% | +1+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 453 | $222.5K | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 452 | $222.1K | 0.01% | +452 | New |
| Davis Investment Partners, LLC | 456 | $221.9K | 0.09% | −79−14.8% | Reduced |
| Breakwater Investment Management | 451 | $221.6K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 450 | $221.1K | 0.02% | −66−12.8% | Reduced |
| Ashford Capital Management Inc | 450 | $221.1K | 0.03% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 450 | $221.1K | 0.09% | 00.0% | Unchanged |
| Weik Capital Management | 450 | $221.1K | 0.09% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 447 | $219.6K | 0.04% | −40−8.2% | Reduced |
| Index Fund Advisors, Inc. | 447 | $219.6K | 0.01% | +447 | New |
| Financial Partners Group, Inc | 446 | $219.1K | 0.03% | +446 | New |
| Consilio Wealth Advisors, LLC | 443 | $217.6K | 0.09% | +443 | New |
| Sunpointe, LLC | 443 | $217.6K | 0.18% | +443 | New |
| Brandywine Oak Private Wealth LLC | 443 | $217.6K | 0.02% | +443 | New |
| Gallagher Fiduciary Advisors, LLC | 442 | $217.1K | 0.04% | −142−24.3% | Reduced |
| Colonial River Wealth Management, LLC | 440 | $216.2K | 0.11% | −2,719−86.1% | Reduced |
| Apexium Financial, LP | 439 | $215.7K | 0.01% | +439 | New |
| Courage Miller Partners, LLC | 438 | $215.2K | 0.07% | +438 | New |
| Charter Oak Capital Management, LLC | 436 | $214.2K | 0.02% | +436 | New |
| Kavar Capital Partners Group, LLC | 436 | $214.2K | 0.03% | +436 | New |
| Sandbox Financial Partners, LLC | 435 | $213.9K | 0.08% | +435 | New |
| Ledyard National Bank | 435 | $213.7K | 0.02% | +435 | New |
| Convergence Investment Partners, LLC | 434 | $213.2K | 0.06% | −16−3.6% | Reduced |
| JB Capital LLC | 433 | $213.0K | 0.01% | −65−13.1% | Reduced |
| Investment Partners Asset Management, Inc. | 433 | $212.7K | 0.17% | +433 | New |
| AlphaCore Capital LLC | 433 | $212.7K | 0.05% | +433 | New |
| Corundum Group, Inc. | 432 | $212.2K | 0.10% | +432 | New |
| Bennett Selby Investments LP | 432 | $212.2K | 0.09% | +432 | New |
| Schmidt P J Investment Management Inc | 430 | $211.2K | 0.04% | +430 | New |
| Five Oceans Advisors | 430 | $211.2K | 0.10% | +430 | New |
| Luts & Greenleigh Group, Inc | 430 | $211.2K | 0.20% | +430 | New |
| Aviso Wealth Management | 430 | $211.2K | 0.11% | +430 | New |
| Fort Point Capital Partners LLC | 429 | $210.8K | 0.03% | +429 | New |
| Meritage Portfolio Management | 427 | $210.0K | 0.01% | +427 | New |
| Evermay Wealth Management LLC | 427 | $209.8K | 0.03% | +105+32.6% | Added |
| TruWealth Advisors, LLC | 426 | $209.3K | 0.01% | +426 | New |
