| MBM Wealth Consultants, LLC | 468 | $159.0K | 0.07% | −10−2.1% | Reduced |
| Leelyn Smith, LLC | 481 | $163.0K | 0.05% | −93−16.2% | Reduced |
| HHM Wealth Advisors, LLC | 519 | $176.0K | 0.05% | −6−1.1% | Reduced |
| Savior LLC | 544 | $185.0K | 0.19% | −506−48.2% | Reduced |
| Newton One Investments LLC | 545 | $185.0K | 0.14% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 548 | $186.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 555 | $188.0K | 0.11% | +555 | New |
| NewSquare Capital LLC | 574 | $195.0K | 0.02% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 590 | $200.0K | 0.06% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 590 | $200.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 593 | $201.0K | 0.09% | +12+2.1% | Added |
| Brown Miller Wealth Management, LLC | 593 | $201.0K | 0.13% | +14+2.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 593 | $201.0K | 0.11% | +149+33.6% | Added |
| Awm Capital, LLC | 592 | $201.0K | 0.15% | +592 | New |
| Value Partners Investments Inc. | 600 | $202.0K | 0.02% | −600−50.0% | Reduced |
| Beacon Financial Strategies CORP | 597 | $202.5K | 0.18% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $203.0K | 0.06% | – | – |
| Roble, Belko & Company, Inc | 597 | $203.0K | 0.04% | 00.0% | Unchanged |
| Partners in Financial Planning | 600 | $203.6K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 631 | $204.0K | 0.16% | −8−1.3% | Reduced |
| Gray Wealth Management Inc. | 602 | $204.0K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $204.0K | 0.15% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 602 | $204.0K | 0.12% | +602 | New |
| Cypress Capital, LLC | 600 | $204.0K | 0.03% | +600 | New |
| Tatro Capital, LLC | 604 | $205.0K | 0.16% | −2,312−79.3% | Reduced |
| NFC Investments, LLC | 608 | $206.0K | 0.04% | −225−27.0% | Reduced |
| Soundmark Wealth Management, LLC | 606 | $206.0K | 0.07% | −131−17.8% | Reduced |
| Meridian Financial Partners LLC | 636 | $206.0K | 0.14% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 607 | $206.0K | 0.03% | +32+5.6% | Added |
| Autus Asset Management, LLC | 610 | $207.0K | 0.02% | −35−5.4% | Reduced |
| Cardinal Capital Management | 609 | $207.0K | 0.04% | 00.0% | Unchanged |
| Santori & Peters | 617 | $209.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 618 | $209.7K | 0.09% | +618 | New |
| Tenret Co LLC | 620 | $210.0K | 0.20% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 619 | $210.0K | 0.22% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 618 | $210.0K | 0.03% | +618 | New |
| Trust Co of Kansas | 621 | $211.0K | 0.12% | −24−3.7% | Reduced |
| Strategic Financial Planning, Inc. | 626 | $212.0K | 0.16% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 627 | $213.0K | 0.06% | +627 | New |
| Soundwatch Capital LLC | 628 | $213.0K | 0.06% | +628 | New |
| Vantage Financial Partners Ltd., Inc. | 630 | $214.0K | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 630 | $214.0K | 0.03% | +44+7.5% | Added |
| Hanson & Doremus Investment Management | 632 | $214.0K | 0.05% | +70+12.5% | Added |
| Waller Financial Planning Group, Inc | 635 | $216.0K | 0.06% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 639 | $217.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 639 | $217.0K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 640 | $217.0K | 0.10% | +35+5.8% | Added |
| Harvest Investment Services, LLC | 643 | $218.0K | 0.09% | −555−46.3% | Reduced |
| Retirement Planning Group | 644 | $218.0K | 0.02% | +3+0.5% | Added |
| Tandem Investment Advisors, Inc. | 642 | $218.0K | 0.02% | +642 | New |
| Fusion Family Wealth LLC | 641 | $218.0K | 0.03% | +641 | New |
| Ategra Capital Management, LLC | 647 | $219.6K | 0.11% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 648 | $220.0K | 0.19% | +16+2.5% | Added |
| First National Bank | 648 | $220.0K | 0.21% | +648 | New |
| Security National Bank | 650 | $221.0K | 0.06% | +650 | New |
| ShoreHaven Wealth Partners, LLC | 657 | $222.0K | 0.12% | −63−8.8% | Reduced |
| Concentric Wealth Management, LLC | 654 | $222.0K | 0.07% | −32−4.7% | Reduced |
| Simplex Trading, LLC | 630 | $223.0K | 0.01% | +300+90.9% | Added |
| Peak Financial Management, Inc. | 661 | $224.0K | 0.08% | −10−1.5% | Reduced |
| Community Bank, N.A. | 660 | $224.0K | 0.03% | +107+19.3% | Added |
| Financial Partners Group, Inc | 664 | $225.0K | 0.05% | +664 | New |
| Total Clarity Wealth Management, Inc. | 662 | $225.0K | 0.11% | +662 | New |
| TD Capital Management LLC | 670 | $227.0K | 0.03% | 00.0% | Unchanged |
| Modus Advisors, LLC | 668 | $227.0K | 0.10% | +1+0.1% | Added |
| Freedman Financial Associates, Inc. | 673 | $228.0K | 0.17% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 674 | $228.7K | 0.14% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 683 | $229.0K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 704 | $230.0K | 0.35% | −34−4.6% | Reduced |
| Derby & Company, Inc | 677 | $230.0K | 0.05% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 677 | $230.0K | 0.06% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 677 | $230.0K | 0.05% | +15+2.3% | Added |
| Greenwood Capital Associates LLC | 679 | $230.0K | 0.04% | +679 | New |
| Verity & Verity, LLC | 699 | $232.0K | 0.03% | −171−19.7% | Reduced |
| Pantheon Investment Group, LLC | 683 | $232.0K | 0.20% | −92−11.9% | Reduced |
| Evolutionary Tree Capital Management, LLC | 685 | $232.0K | 0.10% | 00.0% | Unchanged |
| New Capital Management LP | 697 | $233.0K | 0.13% | +697 | New |
| Heritage Wealth Management, LLC | 689 | $234.0K | 0.08% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 695 | $236.0K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 695 | $236.0K | 0.02% | +181+35.2% | Added |
| Trinity Legacy Partners, LLC | 695 | $236.0K | 0.08% | +695 | New |
| A.R.T. Advisors, LLC | 698 | $237.0K | 13.20% | +698 | New |
| Hollow Brook Wealth Management LLC | 700 | $238.0K | 0.15% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 708 | $240.0K | 0.14% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 705 | $240.0K | 0.14% | +5+0.7% | Added |
| Financial Avengers, Inc. | 709 | $241.0K | 0.16% | +39+5.8% | Added |
| Juncture Wealth Strategies, LLC | 711 | $241.0K | 0.13% | +711 | New |
| KWMG, LLC | 713 | $242.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 716 | $243.0K | 0.06% | +214+42.6% | Added |
| Comprehensive Wealth Management, LLC | 717 | $243.3K | 0.23% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 720 | $244.0K | 0.00% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 720 | $244.0K | 0.09% | +720 | New |
| Investment Management of Virginia LLC | 721 | $245.0K | 0.05% | +721 | New |
| Mark Sheptoff Financial Planning, LLC | 726 | $246.0K | 0.14% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 726 | $246.0K | 0.16% | +726 | New |
| Safeguard Investment Advisory Group, LLC | 725 | $246.0K | 0.16% | +725 | New |
| Private Asset Management Inc | 731 | $248.0K | 0.03% | −15−2.0% | Reduced |
| Advanced Asset Management Advisors Inc | 730 | $248.0K | 0.05% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 733 | $249.0K | 0.16% | +733 | New |
| Capstone Triton Financial Group, LLC | 761 | $250.0K | 0.15% | −368−32.6% | Reduced |
| Puzo Michael J | 735 | $250.0K | 0.08% | −140−16.0% | Reduced |