| JFS Wealth Advisors, LLC | 1,019 | $441.7K | 0.02% | −16−1.5% | Reduced |
| DB&C Advisors, LLC | 1,017 | $440.8K | 0.48% | +1+0.1% | Added |
| UMA Financial Services, Inc. | 1,013 | $438.8K | 0.05% | +74+7.9% | Added |
| Schear Investment Advisers, LLC | 1,011 | $438.1K | 0.15% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,009 | $437.2K | 0.11% | −5−0.5% | Reduced |
| Armis Advisers, LLC | 1,248 | $437.2K | 0.04% | +47+3.9% | Added |
| Madson Wealth Advisors Inc | 1,008 | $436.8K | 0.30% | 00.0% | Unchanged |
| Berman McAleer LLC | 1,008 | $436.7K | 0.05% | +58+6.1% | Added |
| Blalock Williams, LLC | 1,007 | $436.4K | 0.28% | +1,007 | New |
| Mosley Wealth Management | 1,002 | $434.4K | 0.14% | −2,062−67.3% | Reduced |
| Phillips Financial Management, LLC | 1,001 | $433.8K | 0.03% | +22+2.2% | Added |
| Greenline Wealth Management LLC | 1,001 | $433.8K | 0.36% | +44+4.6% | Added |
| Signature Equity Partners, LLC | 1,000 | $433.4K | 0.20% | −683−40.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,000 | $433.3K | 0.11% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 1,000 | $433.3K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 1,000 | $433.3K | 0.17% | 00.0% | Unchanged |
| KTF Investments, LLC | 1,000 | $433.3K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 998 | $432.5K | 0.10% | +998 | New |
| Bay Harbor Wealth Management, LLC | 998 | $432.5K | 0.10% | +69+7.4% | Added |
| Selective Wealth Management, Inc. | 1,373 | $430.3K | 0.11% | +44+3.3% | Added |
| Evergreen Wealth Solutions, LLC | 1,272 | $428.8K | 0.02% | +1,272 | New |
| Bowen Hanes & Co Inc | 2,000 | $427.3K | 0.01% | 00.0% | Unchanged |
| CMC Financial Group | 984 | $426.4K | 0.83% | +984 | New |
| Lecap Asset Management Ltd | 984 | $426.4K | 0.18% | +984 | New |
| Logan Capital Management Inc | 982 | $425.5K | 0.02% | +982 | New |
| Beacon Capital Management, LLC | 982 | $425.5K | 0.06% | +1+0.1% | Added |
| Summit Asset Management, LLC | 980 | $424.7K | 0.05% | −179−15.4% | Reduced |
| Leslie Global Wealth, LLC | 976 | $422.9K | 0.16% | +5+0.5% | Added |
| Hartline Investment Corp | 975 | $422.5K | 0.04% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 975 | $422.4K | 0.10% | +975 | New |
| Summit Place Financial Advisors, LLC | 970 | $420.3K | 0.18% | 00.0% | Unchanged |
| Greenfield Savings Bank | 969 | $419.9K | 0.16% | +969 | New |
| Beck Capital Management, LLC | 968 | $419.7K | 0.08% | +968 | New |
| United Community Bank | 966 | $418.6K | 0.13% | +796+468.2% | Added |
| Smith, Moore & Co. | 963 | $417.3K | 0.03% | +963 | New |
| Invenio Wealth Partners LLC | 960 | $416.0K | 0.15% | −128−11.8% | Reduced |
| ABLE Financial Group, LLC | 960 | $416.0K | 0.07% | +16+1.7% | Added |
| Innova Wealth Partners | 958 | $415.1K | 0.17% | 00.0% | Unchanged |
| Hill Island Financial LLC | 954 | $413.4K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 954 | $413.4K | 0.03% | 00.0% | Unchanged |
| Expressive Wealth LLC | 953 | $413.0K | 0.39% | +953 | New |
| S Harris Financial Group, LLC | 951 | $412.0K | 0.32% | −93−8.9% | Reduced |
| Bienville Capital Management, LLC | 950 | $411.9K | 0.06% | 00.0% | Unchanged |
| Benin Management CORP | 945 | $409.5K | 0.08% | +945 | New |
| GatePass Capital, LLC | 944 | $409.1K | 0.16% | +944 | New |
| Astra Wealth Partners LLC | 943 | $408.6K | 0.23% | +943 | New |
| Biltmore Wealth Management, LLC | 940 | $407.4K | 0.13% | +940 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 940 | $407.3K | 0.00% | −140−13.0% | Reduced |
| DT Investment Partners, LLC | 940 | $407.3K | 0.03% | +80+9.3% | Added |
| Montz Harcus Wealth Management LLC | 939 | $406.9K | 0.14% | −4−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 939 | $406.9K | 0.08% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 937 | $406.1K | 0.32% | +937 | New |
| Advisory Advocates, LLC | 937 | $406.0K | 0.35% | +937 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 6,572 | $405.6K | 0.12% | +3,945+150.2% | Added |
| S.A. Mason LLC | 936 | $405.6K | 0.12% | +50+5.6% | Added |
| Market Street Wealth Management Advisors LLC | 936 | $405.6K | 0.06% | +936 | New |
| Sandy Cove Advisors, LLC | 935 | $405.2K | 0.10% | +935 | New |
| Peoples Bank | 931 | $403.4K | 0.21% | +931 | New |
| Philadelphia Trust Co | 930 | $403.0K | 0.03% | +930 | New |
| Gambit Capital Management, LLC | 927 | $401.7K | 0.23% | −242−20.7% | Reduced |
| WealthTrust Axiom LLC | 927 | $401.7K | 0.09% | +927 | New |
| Hidden Cove Wealth Management, LLC | 924 | $400.4K | 0.22% | +924 | New |
| Davidson Investment Advisors | 924 | $400.4K | 0.02% | −126−12.0% | Reduced |
| North Capital, Inc. | 922 | $399.5K | 0.30% | +922 | New |
| Walter & Keenan Financial Consulting Co | 921 | $399.1K | 0.10% | +921 | New |
| Vance Wealth, Inc. | 918 | $398.0K | 0.09% | +918 | New |
| Gallagher Fiduciary Advisors, LLC | 915 | $396.6K | 0.01% | +915 | New |
| Lakeshore Capital Group, Inc. | 915 | $396.6K | 0.29% | +915 | New |
| Action Point Financial Planning, LLC | 917 | $395.4K | 0.04% | +917 | New |
| Littlejohn Financial Services, Inc. | 912 | $395.2K | 0.29% | −391−30.0% | Reduced |
| Guardian Financial Partners, LLC | 911 | $394.9K | 0.15% | +911 | New |
| Oxford Wealth Group, LLC | 911 | $394.8K | 0.18% | −74−7.5% | Reduced |
| Costello Asset Management, INC | 910 | $394.3K | 0.12% | −200−18.0% | Reduced |
| Ascent Wealth Partners, LLC | 910 | $394.3K | 0.04% | +910 | New |
| Nautilus Advisors LLC | 1,123 | $393.6K | 0.23% | +109+10.7% | Added |
| LifePlan Investment Advisors, Inc. | 906 | $392.6K | 0.14% | +906 | New |
| Mid-American Wealth Advisory Group, Inc. | 904 | $391.7K | 0.14% | +904 | New |
| Turning Point Benefit Group, Inc. | 913 | $391.3K | 0.17% | +913 | New |
| Principle Wealth Partners LLC | 900 | $390.2K | 0.02% | +900 | New |
| Intergy Private Wealth, LLC | 900 | $390.0K | 0.09% | +900 | New |
| Verdad Advisers, LP | 893 | $387.0K | 0.37% | −4,270−82.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 893 | $387.0K | 0.09% | +893 | New |
| DecisionMap Wealth Management, LLC | 893 | $387.0K | 0.22% | +893 | New |
| Mainsail Asset Management, LLC | 1,234 | $386.5K | 0.15% | +81+7.0% | Added |
| Emprise Bank | 890 | $385.7K | 0.14% | +890 | New |
| LaSalle St. Investment Advisors, LLC | 888 | $384.9K | 0.05% | +888 | New |
| Waystone Advisors LLC | 887 | $384.4K | 0.29% | +887 | New |
| Luts & Greenleigh Group, Inc | 887 | $384.2K | 0.29% | +887 | New |
| Concorde Asset Management, LLC | 885 | $383.7K | 0.22% | +885 | New |
| Clare Market Investments LLC | 885 | $383.5K | 0.07% | +885 | New |
| Manchester Financial Inc | 885 | $383.5K | 0.07% | −169−16.0% | Reduced |
| Independence Bank of Kentucky | 885 | $383.5K | 0.04% | −25−2.7% | Reduced |
| Malaga Cove Capital, LLC | 885 | $383.5K | 0.12% | +885 | New |
| Accretive Wealth Partners, LLC | 881 | $381.8K | 0.09% | +881 | New |
| Strategic Advisory Partners, LLC | 879 | $380.9K | 0.27% | +879 | New |
| Integrated Quantitative Investments LLC | 877 | $380.0K | 0.06% | −8,091−90.2% | Reduced |
| E6 Portfolios, LLC | 876 | $379.8K | 0.30% | +876 | New |
| SlateStone Wealth, LLC | 875 | $379.0K | 0.03% | +875 | New |
| Markin Asset Management, LP | 873 | $378.3K | 0.32% | +873 | New |
| Addison Advisors LLC | 872 | $377.9K | 0.18% | −2,002−69.7% | Reduced |
