| Morris Retirement Advisors, LLC | 639 | $276.9K | 0.10% | −505−44.1% | Reduced |
| CCG Wealth Management, LLC | 637 | $276.3K | 0.06% | +637 | New |
| Midwest Financial Group LLC | 635 | $275.2K | 0.10% | −2,141−77.1% | Reduced |
| Shrier Wealth Management, LLC | 635 | $275.2K | 0.09% | +635 | New |
| Stonebridge Capital Advisors LLC | 635 | $275.1K | 0.02% | +635 | New |
| Oxford Asset Management LLP | 634 | $274.7K | 0.14% | −838−56.9% | Reduced |
| HBE Wealth Management, LLC | 632 | $273.9K | 0.20% | +632 | New |
| Valued Wealth Advisors LLC | 630 | $273.3K | 0.10% | +41+7.0% | Added |
| First Command Advisory Services, Inc. | 630 | $273.1K | 0.00% | −1,495−70.4% | Reduced |
| Northstar Financial Companies, Inc. | 630 | $273.0K | 0.18% | +630 | New |
| Byrne Financial Freedom, LLC | 630 | $273.0K | 0.11% | +630 | New |
| Seascape Capital Management | 628 | $272.0K | 0.07% | +628 | New |
| Athena Wealth Management, LLC | 627 | $271.5K | 0.20% | −1,935−75.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 626 | $271.2K | 0.21% | −2−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 624 | $270.4K | 0.01% | +624 | New |
| EnRich Financial Partners LLC | 624 | $270.4K | 0.06% | +624 | New |
| FF Advisors,LLC | 624 | $270.4K | 0.10% | +624 | New |
| ACT Advisors, LLC. | 624 | $270.2K | 0.09% | +624 | New |
| HORAN Wealth, LLC | 623 | $269.9K | 0.03% | +623 | New |
| Delta Investment Management, LLC | 621 | $269.3K | 0.04% | +621 | New |
| Ellenbecker Investment Group | 621 | $269.3K | 0.03% | +621 | New |
| McMahon Financial Advisors, LLC | 621 | $269.1K | 0.05% | +621 | New |
| Beacon Investment Advisory Services, Inc. | 620 | $268.7K | 0.01% | +20+3.3% | Added |
| Vivid Wealth Management, LLC | 619 | $268.3K | 0.09% | +619 | New |
| Tenet Wealth Partners, LLC | 920 | $268.3K | 0.20% | +920 | New |
| STG Securities, LLC | 618 | $267.8K | 0.29% | +618 | New |
| Mayfair Advisory Group, LLC | 875 | $267.1K | 0.08% | +875 | New |
| PFW Advisors LLC | 614 | $266.1K | 0.08% | −531−46.4% | Reduced |
| Northstar Asset Management Inc | 614 | $266.1K | 0.08% | +614 | New |
| Wiser Wealth Management, Inc | 614 | $266.1K | 0.05% | +614 | New |
| Saxony Capital Management, LLC | 613 | $265.6K | 0.12% | +613 | New |
| Wealth Advisory Solutions, LLC | 613 | $265.6K | 0.05% | +613 | New |
| Johnson Wealth Management, LLC | 613 | $265.6K | 0.11% | +613 | New |
| Fairview Capital Investment Management, LLC | 610 | $264.3K | 0.01% | +610 | New |
| Holos Integrated Wealth LLC | 810 | $264.2K | 0.12% | −9−1.1% | Reduced |
| Powers Advisory Group, LLC | 609 | $263.8K | 0.08% | +609 | New |
| Up Strategic Wealth Investment Advisors LLC | 852 | $261.9K | 0.16% | +2+0.2% | Added |
| Polar Asset Management Partners Inc. | 604 | $261.7K | 0.00% | −27,944−97.9% | Reduced |
| Citizens National Bank Trust Department | 603 | $261.3K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 603 | $261.3K | 0.14% | +19+3.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 603 | $261.3K | 0.07% | +603 | New |
| Donaldson Capital Management, LLC | 602 | $260.9K | 0.01% | +602 | New |
| Baron Wealth Management LLC | 601 | $260.4K | 0.07% | +601 | New |
| Tairen Capital Ltd | 600 | $260.0K | 0.02% | −139,439−99.6% | Reduced |
| Gilman Hill Asset Management, LLC | 600 | $260.0K | 0.04% | +600 | New |
| Riverview Capital Advisers, LLC | 598 | $259.1K | 0.07% | +598 | New |
| Hanlon Investment Management, Inc. | 597 | $258.7K | 0.14% | +597 | New |
| Eaton-Cambridge Inc. | 597 | $258.7K | 0.07% | +597 | New |
| Riverstone Advisors, LLC | 596 | $258.3K | 0.11% | +596 | New |
| Professional Financial Advisors, LLC | 596 | $258.3K | 0.04% | +596 | New |
| Appleton Partners Inc | 595 | $258.0K | 0.02% | +595 | New |
| ProVise Management Group, LLC | 595 | $257.8K | 0.02% | +595 | New |
| Burford Brothers, Inc. | 595 | $257.8K | 0.09% | +595 | New |
| Klingenstein Fields & Co LP | 594 | $257.4K | 0.01% | +594 | New |
| Bingham Private Wealth, LLC | 592 | $256.7K | 0.18% | +592 | New |
| Unique Wealth, LLC | 591 | $256.1K | 0.03% | +591 | New |
| Maia Wealth LLC | 586 | $253.9K | 0.04% | +586 | New |
| Baring Financial LLC | 586 | $253.9K | 0.14% | +586 | New |
| Opal Wealth Advisors, LLC | 585 | $253.5K | 0.05% | +2+0.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 585 | $253.5K | 0.04% | −33,232−98.3% | Reduced |
| Avant Financial Advisors LLC | 584 | $253.1K | 0.16% | +584 | New |
| Carl P. Sherr & Co., LLC | 580 | $251.3K | 0.11% | +580 | New |
| Piedmont Capital Management, LLC | 579 | $250.9K | 0.15% | +579 | New |
| Wescott Financial Advisory Group, LLC | 577 | $250.1K | 0.02% | +577 | New |
| Covestor Ltd | 575 | $250.0K | 0.14% | −75−11.5% | Reduced |
| Amplius Wealth Advisors, LLC | 576 | $249.7K | 0.02% | +576 | New |
| Elequin Capital LP | 576 | $249.6K | 0.01% | +319+124.1% | Added |
| One Day In July LLC | 575 | $249.2K | 0.02% | +575 | New |
| ROI Financial Advisors, LLC | 580 | $248.8K | 0.13% | +580 | New |
| RiverTree Advisors, LLC | 574 | $248.7K | 0.15% | +574 | New |
| Advisors Management Group Inc | 573 | $248.0K | 0.04% | +573 | New |
| Byrne Asset Management LLC | 572 | $247.9K | 0.13% | −25−4.2% | Reduced |
| Odyssey Capital Advisors, Inc. | 572 | $247.8K | 0.18% | +572 | New |
| Shikiar Asset Management Inc | 569 | $247.0K | 0.06% | +569 | New |
| Prospect Financial Services LLC | 570 | $247.0K | 0.13% | +570 | New |
| Fidelity D & D Bancorp Inc | 570 | $247.0K | 0.08% | +570 | New |
| Financial Harvest, LLC | 569 | $246.6K | 0.10% | +569 | New |
| Black Diamond Financial, LLC | 565 | $244.8K | 0.02% | +565 | New |
| BTG Pactual Asset Management US LLC | 565 | $244.8K | 0.02% | +565 | New |
| Perfromance Wealth Partners, LLC | 565 | $244.8K | 0.01% | +565 | New |
| Brown Wealth Management, LLC | 565 | $244.8K | 0.05% | +565 | New |
| Greykasell Wealth Strategies, Inc. | 563 | $244.1K | 0.09% | +303+116.5% | Added |
| Clarus Group, Inc. | 560 | $242.7K | 0.08% | +560 | New |
| Verus Wealth Management, LLC | 560 | $242.7K | 0.20% | +560 | New |
| Ironwood Financial, llc | 735 | $242.5K | 0.04% | +735 | New |
| Jump Financial, LLC | 559 | $242.2K | 0.00% | −73,688−99.2% | Reduced |
| Opinicus Capital, Inc. | 557 | $241.4K | 0.13% | +557 | New |
| Glass Jacobson Investment Advisors llc | 557 | $241.4K | 0.08% | −192−25.6% | Reduced |
| Millennium Capital Advisors, LLC | 556 | $241.1K | 0.13% | +556 | New |
| Capital Investment Management, Inc. | 556 | $240.9K | 0.07% | +556 | New |
| Cooper/Haims Advisors, LLC | 555 | $240.5K | 0.10% | +555 | New |
| Sapient Capital LLC | 553 | $239.7K | 0.00% | −6,033−91.6% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 553 | $239.6K | 0.13% | +553 | New |
| Widmann Financial Services, Inc. | 553 | $239.6K | 0.13% | +553 | New |
| Provident Wealth Management, LLC | 551 | $238.8K | 0.06% | +551 | New |
| Green Ridge Wealth Planning LLC | 551 | $238.8K | 0.10% | +551 | New |
| Cranbrook Wealth Management, LLC | 550 | $238.3K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 550 | $238.3K | 0.11% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 550 | $238.3K | 0.09% | +550 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 550 | $238.3K | 0.06% | +550 | New |
