| PRW Wealth Management LLC | 605 | $243.3K | 0.08% | +605 | New |
| M Holdings Securities, Inc. | 618 | $243.0K | 0.05% | −1,347−68.5% | Reduced |
| Coastal Bridge Advisors, LLC | 617 | $242.7K | 0.06% | +9+1.5% | Added |
| Thrive Capital Management, LLC | 617 | $242.5K | 0.14% | +617 | New |
| BancFirst Trust & Investment Management | 624 | $241.9K | 0.14% | −65−9.4% | Reduced |
| Northstar Group, Inc. | 613 | $241.1K | 0.06% | 00.0% | Unchanged |
| Torray LLC | 613 | $241.1K | 0.04% | +613 | New |
| Sound Income Strategies, LLC | 611 | $240.3K | 0.02% | +92+17.7% | Added |
| J.Safra Asset Management Corp | 610 | $239.9K | 0.03% | −16−2.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 596 | $239.2K | 0.20% | +596 | New |
| Element Pointe Advisors, LLC | 608 | $239.1K | 0.08% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 605 | $237.9K | 0.10% | +605 | New |
| Phillips Financial Management, LLC | 603 | $237.2K | 0.02% | +36+6.3% | Added |
| Fusion Family Wealth LLC | 602 | $236.8K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 602 | $236.8K | 0.07% | −79−11.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 600 | $236.0K | 0.09% | −32−5.1% | Reduced |
| Hamilton Capital Partners Inc. | 600 | $236.0K | 0.09% | −300−33.3% | Reduced |
| American Asset Management Inc. | 600 | $236.0K | 0.25% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 600 | $236.0K | 0.09% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 599 | $235.6K | 0.04% | −96−13.8% | Reduced |
| Gilman Hill Asset Management, LLC | 597 | $234.8K | 0.04% | +21+3.6% | Added |
| Global Strategic Investment Solutions, LLC | 596 | $234.4K | 0.03% | +12+2.1% | Added |
| Barrett & Company, Inc. | 596 | $234.2K | 0.14% | +1+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 595 | $234.0K | 0.15% | −30−4.8% | Reduced |
| WealthShield Partners, LLC | 593 | $233.2K | 0.04% | +593 | New |
| Berkeley Capital Partners, LLC | 593 | $233.1K | 0.08% | +15+2.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 592 | $232.9K | 0.12% | −65−9.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 595 | $230.7K | 0.01% | +45+8.2% | Added |
| BIP Wealth, LLC | 586 | $230.5K | 0.02% | −34−5.5% | Reduced |
| Atomi Financial Group, Inc. | 585 | $230.2K | 0.10% | +585 | New |
| Cowa, LLC | 585 | $230.1K | 0.15% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 585 | $230.1K | 0.16% | +585 | New |
| KFA Private Wealth Group, LLC | 584 | $229.8K | 0.10% | +13+2.3% | Added |
| Tandem Capital Management Corp | 584 | $229.7K | 0.15% | −80−12.0% | Reduced |
| Hofer & Associates. Inc | 581 | $228.5K | 0.22% | +3+0.5% | Added |
| Steward Financial Group LLC | 582 | $228.0K | 0.07% | +74+14.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 577 | $227.0K | 0.03% | +577 | New |
| Legacy Bridge, LLC | 575 | $226.1K | 0.15% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 575 | $226.0K | 0.04% | −104−15.3% | Reduced |
| Trinity Financial Advisors LLC | 573 | $225.4K | 0.12% | +573 | New |
| Options Solutions, LLC | 573 | $225.3K | 0.22% | +573 | New |
| Rooted Wealth Advisors, Inc. | 569 | $225.0K | 0.15% | −27−4.5% | Reduced |
| Meridian Investment Counsel Inc. | 572 | $225.0K | 0.08% | +8+1.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 571 | $224.4K | 0.08% | −9−1.6% | Reduced |
| Braun-Bostich & Associates Inc. | 570 | $224.2K | 0.48% | −94−14.2% | Reduced |
| Tower View Investment Management & Research LLC | 569 | $224.0K | 0.15% | −148−20.6% | Reduced |
| Arcadia Investment Management Corp | 568 | $223.4K | 0.05% | +96+20.3% | Added |
| Morton Capital Management LLC | 564 | $221.8K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 564 | $221.6K | 0.02% | −90−13.8% | Reduced |
| Tennessee Valley Asset Management Partners | 563 | $221.6K | 0.07% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 563 | $221.4K | 0.10% | −165−22.7% | Reduced |
| Bank of New Hampshire | 560 | $220.2K | 0.06% | 00.0% | Unchanged |
| Payden & Rygel | 560 | $220.0K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 560 | $220.0K | 0.14% | +42+8.1% | Added |
| Watershed Private Wealth LLC | 559 | $219.9K | 0.13% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 558 | $219.5K | 0.08% | +140+33.5% | Added |
| Emerald Advisors, LLC | 557 | $219.2K | 0.05% | +557 | New |
| Greenwood Capital Associates LLC | 557 | $219.1K | 0.03% | −9−1.6% | Reduced |
| Holistic Financial Partners | 553 | $217.5K | 0.15% | −5−0.9% | Reduced |
| Fountainhead AM, LLC | 552 | $217.1K | 0.08% | +552 | New |
| Retirement Income Solutions, Inc | 552 | $217.1K | 0.06% | +552 | New |
| Westwood Holdings Group Inc. | 551 | $217.0K | 0.00% | −89−13.9% | Reduced |
| Cherrydale Wealth Management, LLC | 551 | $216.9K | 0.15% | +551 | New |
| Tufton Capital Management | 550 | $216.3K | 0.05% | −275−33.3% | Reduced |
| Wealth Effects LLC | 550 | $216.3K | 0.10% | +550 | New |
| Glassy Mountain Advisors, Inc. | 550 | $216.3K | 0.10% | +550 | New |
| Financial Advisory Partners, LLC | 550 | $216.3K | 0.08% | +550 | New |
| GW Henssler & Associates Ltd | 549 | $216.0K | 0.01% | +549 | New |
| M. Kulyk & Associates, LLC | 548 | $215.5K | 0.06% | −41−7.0% | Reduced |
| KLR Investment Advisors, LLC | 548 | $215.5K | 0.18% | −31−5.4% | Reduced |
| Strategic Financial Concepts, LLC | 547 | $215.2K | 0.08% | −25−4.4% | Reduced |
| Versant Capital Management, Inc | 546 | $214.7K | 0.07% | +12+2.2% | Added |
| Vaughan David Investments LLC | 545 | $214.0K | 0.01% | −17−3.0% | Reduced |
| First Financial Bank - Trust Division | 543 | $213.6K | 0.02% | −60−10.0% | Reduced |
| Norris Perne & French LLP | 543 | $213.5K | 0.02% | +543 | New |
| Wharton Business Group, LLC | 541 | $213.0K | 0.01% | −270−33.3% | Reduced |
| West Bancorporation Inc | 541 | $212.8K | 0.14% | +541 | New |
| Lodestar Private Asset Management LLC | 541 | $212.7K | 0.04% | +541 | New |
| Marco Investment Management LLC | 534 | $210.0K | 0.02% | +534 | New |
| Castle Wealth Management LLC | 532 | $209.2K | 0.15% | +532 | New |
| TCWP LLC | 532 | $209.2K | 0.04% | −275−34.1% | Reduced |
| Traynor Capital Management, Inc. | 532 | $209.1K | 0.03% | −67−11.2% | Reduced |
| Independence Bank of Kentucky | 531 | $208.8K | 0.08% | +50+10.4% | Added |
| Integrated Investment Consultants, LLC | 531 | $208.8K | 0.07% | +531 | New |
| Brooktree Capital Management | 530 | $208.4K | 0.16% | −22−4.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 529 | $208.1K | 0.10% | +529 | New |
| Rodgers Brothers Inc. | 526 | $206.9K | 0.04% | +526 | New |
| Heathbridge Capital Management Ltd. | 525 | $206.5K | 0.09% | +525 | New |
| Integral Investment Advisors, Inc. | 525 | $206.5K | 0.14% | +525 | New |
| Virginia National Bank | 524 | $206.1K | 0.71% | +524 | New |
| RNC Capital Management LLC | 525 | $206.0K | 0.01% | −153−22.6% | Reduced |
| Financial Enhancement Group LLC | 528 | $205.9K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 522 | $205.0K | 0.03% | −83−13.7% | Reduced |
| Gateway Advisory, LLC | 521 | $204.9K | 0.04% | +521 | New |
| Delta Accumulation, LLC | 520 | $204.5K | 2.56% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 517 | $204.1K | 0.18% | +517 | New |
| MB, Levis & Associates, LLC | 516 | $203.1K | 0.13% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 515 | $202.6K | 1.19% | +515 | New |
| TCP Asset Management, LLC | 513 | $201.8K | 0.09% | +513 | New |
| Investment Advisory Group, LLC | 513 | $201.8K | 0.10% | +513 | New |
