| United Asset Strategies, Inc. | 682 | $221.0K | 0.03% | +682 | New |
| Beese Fulmer Investment Management, Inc. | 678 | $220.0K | 0.03% | −59−8.0% | Reduced |
| Karpus Management, Inc. | 680 | $220.0K | 0.01% | +680 | New |
| Traverso Chambers Private Wealth Management, LLC | 679 | $220.0K | 0.07% | +679 | New |
| HM Capital Management, LLC | 675 | $219.0K | 0.12% | +675 | New |
| Investment Advisory Group, LLC | 677 | $219.0K | 0.15% | +677 | New |
| Financial Network Wealth Management LLC | 668 | $217.0K | 0.13% | −300−31.0% | Reduced |
| Notis-McConarty Edward | 670 | $217.0K | 0.09% | −60−8.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 670 | $217.0K | 0.07% | +200+42.6% | Added |
| Oberweis Asset Management Inc | 668 | $217.0K | 0.05% | +668 | New |
| Advance Capital Management, Inc. | 670 | $217.0K | 0.03% | +670 | New |
| Citizens & Northern Corp | 665 | $216.0K | 0.09% | −6,302−90.5% | Reduced |
| Private Management Group Inc | 666 | $216.0K | 0.01% | +666 | New |
| Weaver Consulting Group | 664 | $215.0K | 0.12% | −75−10.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 663 | $215.0K | 0.09% | +21+3.3% | Added |
| Kavar Capital Partners Group, LLC | 660 | $214.0K | 0.05% | +660 | New |
| Bickling Financial Services, Inc. | 660 | $214.0K | 0.14% | +660 | New |
| TSFG, LLC | 656 | $213.0K | 0.09% | +1+0.2% | Added |
| Addison Advisors LLC | 658 | $213.0K | 0.13% | +1+0.2% | Added |
| WealthShield Partners, LLC | 658 | $213.0K | 0.04% | +658 | New |
| Sepio Capital, LP | 657 | $213.0K | 0.02% | +657 | New |
| Intelligence Driven Advisers, LLC | 645 | $213.0K | 0.04% | +645 | New |
| Invst, LLC | 699 | $213.0K | 0.03% | +699 | New |
| Warren Averett Asset Management, LLC | 654 | $212.0K | 0.02% | +654 | New |
| Source Financial Advisors LLC | 654 | $212.0K | 0.08% | +654 | New |
| EagleClaw Capital Managment, LLC | 650 | $211.0K | 0.06% | −50−7.1% | Reduced |
| Peterson Wealth Advisors, LLC | 651 | $211.0K | 0.07% | +651 | New |
| TruWealth Advisors, LLC | 650 | $211.0K | 0.02% | +650 | New |
| Kelly Financial Services LLC | 649 | $210.5K | 0.11% | −5−0.8% | Reduced |
| Passive Capital Management, LLC. | 648 | $210.1K | 0.11% | +648 | New |
| Howe & Rusling Inc | 649 | $210.0K | 0.03% | −5−0.8% | Reduced |
| Hutchinson Capital Management | 648 | $210.0K | 0.05% | +648 | New |
| Strategic Advisors LLC | 649 | $210.0K | 0.04% | +649 | New |
| Wayfinding Financial, LLC | 650 | $210.0K | 0.18% | +650 | New |
| Patton Albertson Miller Group, LLC | 643 | $209.0K | 0.04% | −225−25.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 644 | $209.0K | 0.20% | −65−9.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 645 | $209.0K | 0.04% | +645 | New |
| Red Wave Investments LLC | 646 | $209.0K | 0.09% | +646 | New |
| Keystone Wealth Services, LLC | 646 | $209.0K | 0.09% | +646 | New |
| Garrison Point Advisors, LLC | 640 | $208.0K | 0.17% | +640 | New |
| Security National Bank of So Dak | 638 | $207.0K | 0.17% | +638 | New |
| Legend Financial Advisors, Inc. | 638 | $207.0K | 0.21% | +638 | New |
| Kessler Investment Group, LLC | 636 | $206.0K | 0.18% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 635 | $206.0K | 0.11% | +635 | New |
| Arkfeld Wealth Strategies, L.L.C. | 624 | $206.0K | 0.13% | +624 | New |
| Marks Group Wealth Management, Inc | 636 | $206.0K | 0.03% | +636 | New |
| Lansing Street Advisors | 633 | $205.0K | 0.16% | +1+0.2% | Added |
| Legacy Financial Strategies, LLC | 633 | $205.0K | 0.10% | +633 | New |
| State of Wyoming | 630 | $204.0K | 0.13% | −731−53.7% | Reduced |
| Spartan Planning & Wealth Management | 628 | $204.0K | 0.27% | +350+125.9% | Added |
| Endowment Wealth Management, Inc. | 629 | $204.0K | 0.25% | +629 | New |
| JJJ Advisors Inc. | 616 | $203.0K | 0.06% | +39+6.8% | Added |
| RMR Wealth Builders | 627 | $203.0K | 0.05% | +627 | New |
| Tradition Wealth Management, LLC | 624 | $202.0K | 0.03% | +20+3.3% | Added |
| Mach-1 Financial Group, Inc. | 625 | $202.0K | 0.14% | +515+468.2% | Added |
| Camarda Financial Advisors, LLC | 624 | $202.0K | 0.20% | +624 | New |
| Capital Wealth Planning, LLC | 622 | $202.0K | 0.00% | +622 | New |
| Fragasso Group Inc. | 623 | $202.0K | 0.03% | +623 | New |
| Jackson Thornton Asset Management, LLC | 624 | $202.0K | 0.06% | +624 | New |
| KilterHowling LLC | 621 | $201.2K | 0.23% | +621 | New |
| Inspirion Wealth Advisors, LLC | 620 | $201.0K | 0.04% | −99−13.8% | Reduced |
| Emerald Advisors, LLC | 621 | $201.0K | 0.06% | +621 | New |
| Capital Advisors, Ltd. LLC | 617 | $200.0K | 0.04% | +12+2.0% | Added |
| Gould Asset Management LLC | 616 | $200.0K | 0.06% | +616 | New |
| Acima Private Wealth, LLC | 614 | $199.1K | 0.10% | −52−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 610 | $197.0K | 0.06% | −7−1.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 603 | $196.0K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 602 | $195.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 600 | $195.0K | 0.03% | +100+20.0% | Added |
| JNBA Financial Advisors | 599 | $194.0K | 0.03% | −29−4.6% | Reduced |
| Aspire Private Capital, LLC | 599 | $194.0K | 0.07% | −3−0.5% | Reduced |
| ETF Managers Group, LLC | 598 | $193.0K | 0.01% | −312−34.3% | Reduced |
| First PREMIER Bank | 595 | $193.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 590 | $192.0K | 0.10% | +87+17.3% | Added |
| Focused Wealth Management, Inc | 589 | $191.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 585 | $190.0K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 580 | $188.0K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 570 | $185.0K | 0.14% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 569 | $185.0K | 0.14% | +79+16.1% | Added |
| Highlander Capital Management, LLC | 567 | $184.0K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 545 | $177.0K | 0.05% | −198−26.6% | Reduced |
| Acropolis Investment Management, LLC | 542 | $176.0K | 0.02% | +15+2.8% | Added |
| Blue Bell Private Wealth Management, LLC | 538 | $174.0K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 536 | $174.0K | 0.06% | +2+0.4% | Added |
| JFS Wealth Advisors, LLC | 525 | $170.0K | 0.02% | +309+143.1% | Added |
| Sittner & Nelson, LLC | 516 | $167.0K | 0.11% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 516 | $167.0K | 0.05% | +10+2.0% | Added |
| Princeton Global Asset Management LLC | 507 | $164.0K | 0.05% | −35−6.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 503 | $163.0K | 0.03% | −205−29.0% | Reduced |
| Arcadia Investment Management Corp | 500 | $162.0K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $162.0K | 0.11% | 00.0% | Unchanged |
| Operose Advisors LLC | 500 | $162.0K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 492 | $160.0K | 0.15% | 00.0% | Unchanged |
| Arlington Partners LLC | 493 | $160.0K | 0.05% | +165+50.3% | Added |
| GPS Wealth Strategies Group, LLC | 475 | $154.0K | 0.04% | +59+14.2% | Added |
| Northwest Investment Counselors, LLC | 473 | $153.0K | 0.05% | −536−53.1% | Reduced |
| Versant Capital Management, Inc | 471 | $153.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 463 | $150.0K | 0.01% | +1+0.2% | Added |
| Goodman Advisory Group, LLC | 460 | $149.0K | 0.07% | +460 | New |
| Perkins Coie Trust Co | 454 | $147.0K | 0.05% | 00.0% | Unchanged |
