| Legacy Wealth Managment, LLC | 75 | $41.8K | 0.03% | +75 | New |
| Criterion Capital Advisors, LLC | 91 | $42.5K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 76 | $44.4K | 0.00% | −12−13.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 78 | $45.6K | 0.00% | +28+56.0% | Added |
| Cape Investment Advisory, Inc. | 78 | $45.7K | 0.02% | −23−22.8% | Reduced |
| Vestor Capital, LLC | 79 | $46.0K | 0.00% | +79 | New |
| Iron Horse Wealth Management, LLC | 81 | $47.3K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 83 | $48.5K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $49.7K | 0.04% | – | – |
| Friedenthal Financial | 86 | $50.3K | 0.03% | +86 | New |
| GW&K Investment Management, LLC | 89 | $52.0K | 0.00% | +11+14.1% | Added |
| Addison Advisors LLC | 89 | $52.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $52.6K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 90 | $52.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 91 | $53.2K | 0.01% | −8−8.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 91 | $53.3K | 0.00% | −83−47.7% | Reduced |
| ORG Wealth Partners, LLC | 92 | $53.8K | 0.02% | +92 | New |
| Louisbourg Investments Inc. | 93 | $54.4K | 0.01% | −34−26.8% | Reduced |
| Horizon Bancorp Inc | 96 | $56.0K | 0.03% | −3−3.0% | Reduced |
| Abound Wealth Management | 96 | $56.3K | 0.02% | +29+43.3% | Added |
| Park Circle Co | 100 | $58.5K | 0.05% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $58.5K | 0.04% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $58.5K | 0.03% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $58.5K | 0.04% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 100 | $58.5K | 0.04% | 00.0% | Unchanged |
| Breakwater Investment Management | 100 | $58.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $58.5K | 0.04% | +100 | New |
| TFC Financial Management | 100 | $58.5K | 0.01% | +23+29.9% | Added |
| PrairieView Partners, LLC | 103 | $60.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $60.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 105 | $61.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 106 | $62.0K | 0.01% | +18+20.5% | Added |
| Costello Asset Management, INC | 107 | $62.5K | 0.04% | +107 | New |
| MRP Capital Investments, LLC | 111 | $64.9K | 0.06% | +111 | New |
| Sachetta, LLC | 111 | $65.1K | 0.03% | +51+85.0% | Added |
| Authentikos Wealth Advisory, LLC | 112 | $65.5K | 0.06% | −1,830−94.2% | Reduced |
| McClarren Financial Advisors, Inc. | 653 | $66.0K | 0.07% | −281−30.1% | Reduced |
| JNBA Financial Advisors | 117 | $68.4K | 0.01% | −31−20.9% | Reduced |
| Wiser Advisor Group LLC | 118 | $69.0K | 0.10% | +2+1.7% | Added |
| Intact Investment Management Inc. | 120 | $70.1K | 0.00% | +120 | New |
| MeadowBrook Investment Advisors LLC | 125 | $73.1K | 0.07% | +7+5.9% | Added |
| Cove Street Capital, LLC | 125 | $73.1K | 0.06% | +125 | New |
| DAGCO, Inc. | 126 | $73.6K | 0.03% | +1+0.8% | Added |
| Slocum, Gordon & Co LLP | 127 | $74.2K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 128 | $74.8K | 0.02% | −5,175−97.6% | Reduced |
| Evolution Advisers, Inc. | 132 | $77.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 133 | $77.9K | 0.06% | −11−7.6% | Reduced |
| Citizens National Bank Trust Department | 136 | $79.5K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 136 | $80.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 137 | $80.1K | 0.01% | −26−16.0% | Reduced |
| Bellevue Asset Management, LLC | 139 | $81.7K | 0.04% | +1+0.7% | Added |
| Erste Asset Management GmbH | 140 | $81.8K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 142 | $83.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 142 | $83.3K | 0.02% | +6+4.4% | Added |
| Beaird Harris Wealth Management, LLC | 148 | $86.5K | 0.01% | +98+196.0% | Added |
| Blume Capital Management, Inc. | 150 | $87.7K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $87.7K | 0.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 150 | $87.7K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 151 | $88.1K | 0.02% | +1+0.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 151 | $88.3K | 0.01% | −26−14.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 151 | $88.3K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 153 | $89.4K | 0.03% | +80+109.6% | Added |
| Tompkins Financial Corp | 154 | $90.0K | 0.01% | +41+36.3% | Added |
| Rise Advisors, LLC | 154 | $90.2K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 157 | $91.8K | 0.02% | +22+16.3% | Added |
| Safe Harbor Fiduciary, LLC | 158 | $92.4K | 0.09% | +158 | New |
| Solstein Capital, LLC | 159 | $92.9K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 161 | $94.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 161 | $94.1K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 170 | $99.2K | 0.02% | +170 | New |
| Front Row Advisors LLC | 170 | $99.4K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $100.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 173 | $100.9K | 0.02% | +6+3.6% | Added |
| Bank & Trust Co | 175 | $102.3K | 0.08% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 175 | $102.6K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 178 | $104.1K | 0.09% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 14,637 | $106.3K | 0.02% | +14,637 | New |
| HighMark Wealth Management LLC | 182 | $106.3K | 0.06% | +1+0.6% | Added |
| Bruce G. Allen Investments, LLC | 182 | $106.4K | 0.08% | −21−10.3% | Reduced |
| Lowe Wealth Advisors, LLC | 182 | $106.4K | 0.05% | −5−2.7% | Reduced |
| Strategic Investment Solutions, Inc. | 183 | $106.8K | 0.03% | −247−57.4% | Reduced |
| Rakuten Securities, Inc. | 183 | $107.0K | 0.05% | +82+81.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 183 | $107.2K | 0.05% | −24−11.6% | Reduced |
| Western Pacific Wealth Management, LP | 187 | $109.4K | 0.07% | +71+61.2% | Added |
| Silicon Valley Capital Partners | 188 | $109.9K | 0.01% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 193 | $112.8K | 0.02% | +1+0.5% | Added |
| Pinnacle Bancorp, Inc. | 195 | $114.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 195 | $114.0K | 0.01% | +1+0.5% | Added |
| Strengthening Families & Communities, LLC | 200 | $116.9K | 0.03% | −1−0.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 200 | $116.9K | 0.01% | +26+14.9% | Added |
| First Personal Financial Services | 205 | $119.8K | 0.03% | +11+5.7% | Added |
| Missouri Trust & Investment Co | 210 | $122.8K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 215 | $125.7K | 0.03% | +7+3.4% | Added |
| Gen-Wealth Partners Inc | 236 | $128.8K | 0.06% | −12−4.8% | Reduced |
| Sawyer & Company, Inc | 220 | $129.0K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 221 | $129.0K | 0.12% | +7+3.3% | Added |
| Hemington Wealth Management | 238 | $129.0K | 0.03% | +238 | New |
| Lummis Asset Management, LP | 229 | $133.9K | 0.16% | +225+5,625.0% | Added |
| Coppell Advisory Solutions LLC | 231 | $134.5K | 0.02% | −28−10.8% | Reduced |
| Planned Solutions, Inc. | 237 | $138.5K | 0.06% | +237 | New |
