| Occudo Quantitative Strategies LP | 636 | $221.0K | 0.03% | +636 | New |
| Elmwood Wealth Management, Inc. | 634 | $220.0K | 0.12% | +5+0.8% | Added |
| Northern Capital Management, Inc. | 632 | $220.0K | 0.19% | +632 | New |
| Vantage Financial Partners Ltd., Inc. | 630 | $219.0K | 0.12% | +630 | New |
| Pinnacle Family Advisors, LLC | 628 | $218.0K | 0.10% | −220−25.9% | Reduced |
| Resolute Partners Group | 626 | $218.0K | 0.03% | +28+4.7% | Added |
| Strategic Financial Planning, Inc. | 626 | $218.0K | 0.16% | +626 | New |
| Quantitative Value Technologies, LLC | 627 | $218.0K | 0.36% | +627 | New |
| Meridian Financial Partners LLC | 636 | $217.0K | 0.15% | +636 | New |
| Sentinel Pension Advisors Inc | 623 | $217.0K | 0.08% | +623 | New |
| Lorne Steinberg Wealth Management Inc. | 623 | $217.0K | 0.11% | +623 | New |
| Hussman Strategic Advisors, Inc. | 620 | $216.0K | 0.04% | −820−56.9% | Reduced |
| Benedetti & Gucer, Inc. | 622 | $216.0K | 0.19% | +622 | New |
| Tenret Co LLC | 620 | $216.0K | 0.20% | +620 | New |
| Alpha Omega Group, Inc. | 619 | $215.0K | 0.23% | +619 | New |
| Santori & Peters | 617 | $214.0K | 0.12% | +617 | New |
| FSB Premier Wealth Management, Inc. | 611 | $212.0K | 0.11% | +611 | New |
| Noesis Capital Mangement Corp | 622 | $212.0K | 0.04% | +622 | New |
| Cardinal Capital Management | 609 | $212.0K | 0.04% | +609 | New |
| Buckley Wealth Management, LLC | 606 | $211.0K | 0.07% | −173−22.2% | Reduced |
| CCG Wealth Management, LLC | 605 | $210.0K | 0.16% | +605 | New |
| Aprio Wealth Management, LLC | 605 | $210.0K | 0.10% | +605 | New |
| Gray Wealth Management Inc. | 602 | $210.0K | 0.12% | +602 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $209.0K | 0.14% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 602 | $209.0K | 0.08% | +602 | New |
| Partners in Financial Planning | 600 | $208.6K | 0.07% | +600 | New |
| Roble, Belko & Company, Inc | 597 | $208.0K | 0.05% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $208.0K | 0.06% | – | – |
| Investment Management Associates Inc | 598 | $208.0K | 0.11% | +598 | New |
| TrueWealth Advisors, LLC | 599 | $208.0K | 0.12% | +599 | New |
| Beacon Financial Strategies CORP | 597 | $207.4K | 0.18% | +597 | New |
| Global Strategic Investment Solutions, LLC | 590 | $205.0K | 0.03% | −2,995−83.5% | Reduced |
| Shikiar Asset Management Inc | 590 | $205.0K | 0.06% | +590 | New |
| Birchcreek Wealth Management, LLC | 589 | $205.0K | 0.20% | +589 | New |
| Marble Harbor Investment Counsel, LLC | 586 | $204.0K | 0.03% | +586 | New |
| Meritage Group LP | 585 | $203.0K | 0.00% | −403,314−99.9% | Reduced |
| Kingfisher Capital LLC | 585 | $203.0K | 0.05% | +585 | New |
| Retirement Group, LLC | 581 | $202.0K | 0.10% | −1,212−67.6% | Reduced |
| Augustine Asset Management Inc | 580 | $202.0K | 0.10% | +580 | New |
| Hudson Portfolio Management LLC | 581 | $202.0K | 0.19% | +581 | New |
| Brown Miller Wealth Management, LLC | 579 | $201.0K | 0.13% | +579 | New |
| Leelyn Smith, LLC | 574 | $200.0K | 0.06% | −1,519−72.6% | Reduced |
| Toth Financial Advisory Corp | 575 | $200.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 574 | $200.0K | 0.02% | +185+47.6% | Added |
| Radnor Capital Management, LLC | 575 | $200.0K | 0.07% | +575 | New |
| Community Bank, N.A. | 553 | $192.0K | 0.02% | −25−4.3% | Reduced |
| PrairieView Partners, LLC | 548 | $191.0K | 0.03% | +52+10.5% | Added |
| Newton One Investments LLC | 545 | $190.0K | 0.15% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 525 | $183.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 514 | $178.0K | 0.02% | −370−41.9% | Reduced |
| D'Orazio & Associates, Inc. | 502 | $175.0K | 0.05% | −6−1.2% | Reduced |
| Delos Wealth Advisors, LLC | 503 | $175.0K | 0.22% | +503 | New |
| Center for Financial Planning, Inc. | 480 | $167.0K | 0.04% | +38+8.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 480 | $167.0K | 1.24% | +480 | New |
| MBM Wealth Consultants, LLC | 478 | $166.0K | 0.08% | −121−20.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 444 | $154.0K | 0.08% | +444 | New |
| Barnett & Company, Inc. | 438 | $152.0K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 435 | $151.0K | 0.11% | +39+9.8% | Added |
| Better Money Decisions, LLC | 428 | $149.0K | 0.13% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 562 | $147.0K | 0.04% | −61−9.8% | Reduced |
| Trust Co | 423 | $147.0K | 0.10% | −6−1.4% | Reduced |
| Hall Laurie J Trustee | 420 | $146.0K | 0.06% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 415 | $146.0K | 0.11% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 417 | $145.0K | 0.03% | +417 | New |
| Charter Oak Capital Management, LLC | 411 | $143.0K | 0.02% | −66−13.8% | Reduced |
| Clearview Wealth Advisors LLC | 407 | $142.0K | 0.09% | +101+33.0% | Added |
| IronBridge Private Wealth, LLC | 402 | $140.0K | 0.09% | +20+5.2% | Added |
| Bellevue Asset Management, LLC | 393 | $137.0K | 0.08% | 00.0% | Unchanged |
| WD Rutherford LLC | 390 | $136.0K | 0.08% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 370 | $129.0K | 0.05% | +20+5.7% | Added |
| Wealthstreet Investment Advisors, LLC | 362 | $126.0K | 0.65% | −72,743−99.5% | Reduced |
| CoreFirst Bank & Trust | 352 | $123.0K | 0.08% | 00.0% | Unchanged |
| Saban Cheryl | 344 | $120.0K | 21.24% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 338 | $118.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 332 | $115.0K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 330 | $114.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 316 | $110.0K | 0.14% | +216+216.0% | Added |
| Lowe Wealth Advisors, LLC | 312 | $108.0K | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 308 | $107.0K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 307 | $106.0K | 0.09% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 302 | $105.0K | 0.02% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 281 | $98.0K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $96.0K | 0.07% | +200+266.7% | Added |
| Estate Counselors, LLC | 275 | $95.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 272 | $95.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 273 | $95.0K | 0.19% | +39+16.7% | Added |
| AlphaMark Advisors, LLC | 269 | $94.0K | 0.03% | −5−1.8% | Reduced |
| IAG Wealth Partners, LLC | 263 | $92.0K | 0.03% | −325−55.3% | Reduced |
| Estabrook Capital Management | 238 | $82.8K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 237 | $82.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 232 | $81.0K | 0.04% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 230 | $80.0K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 199 | $71.0K | 0.03% | −15−7.0% | Reduced |
| CKW Financial Group | 199 | $71.0K | 0.01% | +49+32.7% | Added |
| Morgan Dempsey Capital Management LLC | 200 | $70.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 200 | $70.0K | 0.04% | 00.0% | Unchanged |
| Lake Point Wealth Management | 200 | $70.0K | 0.03% | +200 | New |
| Addison Advisors LLC | 200 | $70.0K | 0.06% | +200 | New |
| Bay Harbor Wealth Management, LLC | 197 | $68.0K | 0.03% | −17−7.9% | Reduced |
| Albion Financial Group | 191 | $66.0K | 0.01% | +191 | New |
