| Greenwich Investment Management, Inc. | 685 | $230.0K | 0.16% | +685 | New |
| Donald L. Hagan, LLC | 684 | $230.0K | 0.12% | +684 | New |
| Arcadia Investment Management Corp | 680 | $229.0K | 0.04% | −320−32.0% | Reduced |
| Hudson Portfolio Management LLC | 683 | $229.0K | 0.20% | +683 | New |
| First National Bank & Trust Co of Newtown | 677 | $228.0K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 678 | $228.0K | 0.03% | −5−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 675 | $227.0K | 0.09% | −410−37.8% | Reduced |
| Freedman Financial Associates, Inc. | 673 | $226.0K | 0.15% | 00.0% | Unchanged |
| Custos Family Office, LLC | 671 | $226.0K | 0.21% | +671 | New |
| Blackston Financial Advisory Group, LLC | 672 | $226.0K | 0.13% | +672 | New |
| TD Capital Management LLC | 670 | $225.0K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 665 | $224.0K | 0.02% | −115−14.7% | Reduced |
| Delos Wealth Advisors, LLC | 666 | $224.0K | 0.21% | +338+103.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 664 | $223.0K | 0.15% | +664 | New |
| Oak Harbor Wealth Partners, LLC | 661 | $222.0K | 0.08% | +661 | New |
| Puzo Michael J | 660 | $221.0K | 0.06% | −75−10.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 657 | $220.0K | 0.11% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 655 | $220.0K | 0.01% | +655 | New |
| Guardian Financial Partners, LLC | 655 | $220.0K | 0.21% | +655 | New |
| Security National Bank | 650 | $219.0K | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 650 | $219.0K | 0.03% | +20+3.2% | Added |
| McAlister, Sweet & Associates, Inc. | 650 | $219.0K | 0.19% | +650 | New |
| Yarger Wealth Strategies, LLC | 651 | $219.0K | 0.24% | +651 | New |
| Financial Partners Group, Inc | 697 | $218.0K | 0.05% | +33+5.0% | Added |
| Northern Capital Management, Inc. | 648 | $218.0K | 0.17% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 644 | $217.0K | 0.13% | −65−9.2% | Reduced |
| Pantheon Investment Group, LLC | 645 | $217.0K | 0.17% | −38−5.6% | Reduced |
| First National Bank | 648 | $217.0K | 0.19% | 00.0% | Unchanged |
| Retirement Planning Group | 644 | $217.0K | 0.02% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 643 | $217.0K | 0.02% | +33+5.4% | Added |
| Brown Miller Wealth Management, LLC | 646 | $217.0K | 0.12% | +53+8.9% | Added |
| Matisse Capital | 646 | $217.0K | 0.15% | +646 | New |
| Outlook Wealth Advisors, LLC | 641 | $216.0K | 0.06% | −1,988−75.6% | Reduced |
| Financial Advisors Network, Inc. | 641 | $216.0K | 0.05% | −287−30.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 640 | $215.3K | 0.19% | −106−14.2% | Reduced |
| Aprio Wealth Management, LLC | 640 | $215.0K | 0.09% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 673 | $215.0K | 0.12% | +673 | New |
| Sabal Trust CO | 637 | $214.0K | 0.01% | −142−18.2% | Reduced |
| Waller Financial Planning Group, Inc | 635 | $214.0K | 0.05% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 636 | $214.0K | 0.07% | +636 | New |
| Private Asset Management Inc | 632 | $213.0K | 0.03% | −99−13.5% | Reduced |
| Radnor Capital Management, LLC | 632 | $213.0K | 0.05% | +632 | New |
| Cordatus Wealth Management LLC | 630 | $212.0K | 0.06% | −7,978−92.7% | Reduced |
| Ballast, Inc. | 632 | $212.0K | 0.08% | +632 | New |
| Strategic Financial Planning, Inc. | 626 | $211.0K | 0.15% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 626 | $211.0K | 0.09% | +626 | New |
| Mayfair Advisory Group, LLC | 647 | $210.0K | 0.28% | −57−8.1% | Reduced |
| Avion Wealth | 623 | $210.0K | 0.06% | −16−2.5% | Reduced |
| Trust Co of Kansas | 623 | $210.0K | 0.11% | +2+0.3% | Added |
| Tenret Co LLC | 620 | $209.0K | 0.19% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 617 | $208.0K | 0.01% | −25−3.9% | Reduced |
| Alpha Omega Group, Inc. | 619 | $208.0K | 0.21% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 615 | $207.0K | 0.04% | −115−15.8% | Reduced |
| Soundwatch Capital LLC | 615 | $207.0K | 0.04% | −13−2.1% | Reduced |
| Gray Wealth Management Inc. | 612 | $206.0K | 0.10% | +10+1.7% | Added |
| Guild Investment Management, Inc. | 610 | $205.0K | 0.21% | −4,592−88.3% | Reduced |
| CapWealth Advisors, LLC | 609 | $205.0K | 0.02% | −30−4.7% | Reduced |
| Cardinal Capital Management | 609 | $205.0K | 0.04% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 609 | $205.0K | 0.22% | +609 | New |
| Pacific Capital Wealth Advisors, Inc | 607 | $204.0K | 0.06% | +607 | New |
| Concentric Wealth Management, LLC | 604 | $203.0K | 0.06% | −50−7.6% | Reduced |
| Value Partners Investments Inc. | 609 | $203.0K | 0.02% | +9+1.5% | Added |
| Chapman Investment Management, LLC | 600 | $202.0K | 0.09% | +600 | New |
| Lombard Odier Asset Management (USA) Corp | 598 | $201.0K | 0.03% | −1,742−74.4% | Reduced |
| Holloway Wealth Management, LLC | – | $201.0K | 0.06% | – | – |
| Roble, Belko & Company, Inc | 597 | $201.0K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 597 | $201.0K | 0.09% | +4+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 596 | $200.0K | 0.07% | +596 | New |
| Valley Forge Investment Consultants Inc Adv | 593 | $199.0K | 0.09% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 591 | $199.0K | 0.06% | +591 | New |
| PFG Private Wealth Management, LLC | 584 | $196.0K | 0.10% | +29+5.2% | Added |
| Toth Financial Advisory Corp | 577 | $194.0K | 0.03% | −30−4.9% | Reduced |
| Riverview Capital Advisers, LLC | 572 | $192.4K | 0.09% | +572 | New |
| Newton One Investments LLC | 545 | $183.0K | 0.13% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 542 | $182.0K | 0.03% | +174+47.3% | Added |
| Elmwood Wealth Management, Inc. | 533 | $179.0K | 0.09% | +533 | New |
| Raleigh Capital Management Inc. | 528 | $178.0K | 0.18% | +528 | New |
| Resolute Partners Group | 504 | $170.0K | 0.01% | −611−54.8% | Reduced |
| Franklin Street Capital Partners, LLC | 500 | $168.0K | 0.78% | −20,000−97.6% | Reduced |
| Neo Ivy Capital Management | 491 | $165.0K | 0.24% | −1,412−74.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 486 | $164.0K | 0.07% | −176−26.6% | Reduced |
| Savior LLC | 459 | $158.0K | 0.14% | −85−15.6% | Reduced |
| Kelly Financial Services LLC | 466 | $156.7K | 0.07% | +12+2.6% | Added |
| MBM Wealth Consultants, LLC | 462 | $155.0K | 0.06% | −6−1.3% | Reduced |
| Financial Connections Group, Inc. | 463 | $155.0K | 0.15% | +463 | New |
| Sugarloaf Wealth Management, LLC | 458 | $154.0K | 0.04% | +268+141.1% | Added |
| Leelyn Smith, LLC | 451 | $152.0K | 0.04% | −30−6.2% | Reduced |
| HHM Wealth Advisors, LLC | 442 | $149.0K | 0.04% | −77−14.8% | Reduced |
| Operose Advisors LLC | 434 | $146.0K | 0.12% | +434 | New |
| HighMark Wealth Management LLC | 431 | $145.0K | 0.09% | 00.0% | Unchanged |
| Trust Co | 423 | $142.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 420 | $141.0K | 0.05% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 420 | $141.0K | 0.07% | +420 | New |
| Norwood Financial Corp | 415 | $140.0K | 0.19% | +415 | New |
| Bellwether Advisors, LLC | 407 | $136.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 400 | $135.0K | 0.08% | −718−64.2% | Reduced |
| IronBridge Private Wealth, LLC | 402 | $135.0K | 0.07% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 396 | $133.0K | 0.02% | −15−3.6% | Reduced |
| Bellevue Asset Management, LLC | 393 | $132.0K | 0.08% | 00.0% | Unchanged |
| NewSquare Capital LLC | 389 | $131.0K | 0.01% | −185−32.2% | Reduced |
