| First National Bank & Trust Co of Newtown | 322 | $265.0K | 0.05% | +322 | New |
| Scott Capital Advisors, LLC | 230 | $265.4K | 0.04% | +230 | New |
| Tilia Fiduciary Partners, Inc. | 230 | $265.4K | 0.13% | +230 | New |
| Kings Path Partners LLC | 230 | $265.5K | 0.07% | −700−75.3% | Reduced |
| Tillman Hartley LLC | 230 | $265.5K | 0.06% | −426−64.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 230 | $265.5K | 0.02% | +230 | New |
| Livet Wealth, LLC | 230 | $265.5K | 0.15% | +230 | New |
| Colonial Trust Advisors | 230 | $266.1K | 0.02% | +39+20.4% | Added |
| ORG Wealth Partners, LLC | 232 | $267.8K | 0.04% | +222+2,220.0% | Added |
| Bath Savings Trust Co | 232 | $267.8K | 0.03% | +232 | New |
| Financial Planning Hawaii, Inc. | 232 | $267.8K | 0.14% | +232 | New |
| Frederick Financial Consultants, LLC | 233 | $268.9K | 0.11% | +233 | New |
| Great Diamond Partners, LLC | 234 | $270.1K | 0.05% | +234 | New |
| Grantvest Financial Group LLC | 234 | $270.1K | 0.16% | +234 | New |
| Resolute Capital, LLC | 234 | $270.1K | 0.09% | +234 | New |
| Aurora Private Wealth, Inc. | 235 | $271.0K | 0.17% | +235 | New |
| Wexford Capital LP | 235 | $271.3K | 0.04% | +235 | New |
| Dumont & Blake Investment Advisors LLC | 235 | $271.3K | 0.06% | +235 | New |
| Chelsea Counsel Co | 235 | $271.3K | 0.11% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 290 | $272.1K | 0.20% | −188−39.3% | Reduced |
| Rydar Equities, Inc. | 304 | $272.3K | 0.15% | +304 | New |
| Old Peak Finance LLC | 236 | $272.4K | 0.13% | +236 | New |
| Steelhead Wealth Management LLC | 237 | $273.0K | 0.11% | +237 | New |
| Presidio Capital Management, LLC | 237 | $273.4K | 0.07% | +237 | New |
| Global Wealth Management Investment Advisory, Inc. | 237 | $273.6K | 0.04% | +237 | New |
| Legacy Financial Group LLC | 237 | $273.6K | 0.03% | +237 | New |
| Encompass Wealth Advisors, LLC | 238 | $274.7K | 0.08% | +238 | New |
| Kitching Partners, LLC | 238 | $274.7K | 0.24% | +238 | New |
| Safe Harbor Family Capital, LLC | 238 | $274.7K | 0.18% | +238 | New |
| Rexford Capital Inc | 239 | $275.9K | 0.17% | +2+0.8% | Added |
| Arlington Capital Management, Inc. | 239 | $275.9K | 0.17% | +239 | New |
| TSFG, LLC | 240 | $277.0K | 0.03% | +40+20.0% | Added |
| Warther Private Wealth, LLC | 240 | $277.0K | 0.06% | +240 | New |
| Mainstay Capital Management LLC | 240 | $277.0K | 0.02% | +240 | New |
| DeLarme Wealth Management, Inc. | 240 | $277.1K | 0.16% | +240 | New |
| Rench Wealth Management, Inc. | 240 | $277.3K | 0.07% | +240 | New |
| WPWealth LLP | 241 | $278.2K | 0.04% | +241 | New |
| January Capital Advisors LLC | 242 | $279.3K | 0.23% | +242 | New |
| Brindle & Bay Financial Advisors, LLC | 242 | $279.7K | 0.14% | +242 | New |
| Vanguard National Trust Co | 243 | $280.5K | 0.02% | +6+2.5% | Added |
| Chico Wealth RIA | 243 | $280.5K | 0.15% | +243 | New |
| Wealth Preservation Advisors, LLC | 244 | $281.6K | 0.16% | −13−5.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 244 | $281.6K | 0.01% | +244 | New |
| PUREfi Wealth, LLC | 244 | $281.6K | 0.15% | +244 | New |
| S Harris Financial Group, LLC | 244 | $282.1K | 0.22% | +244 | New |
| Panoramic Investment Advisors, LLC | 246 | $284.0K | 0.14% | +246 | New |
| Laurel Wealth Advisors LLC | 247 | $285.1K | 0.03% | −225−47.7% | Reduced |
| Chilton Investment Co LLC | 247 | $285.1K | 0.01% | +247 | New |
| Granite Islands Private Wealth, LLC | 247 | $285.1K | 0.21% | +247 | New |
| Westmount Partners, LLC | 247 | $285.2K | 0.06% | +247 | New |
| RHS Financial, LLC | 248 | $286.3K | 0.12% | +248 | New |
| International Private Wealth Advisors LLC | 249 | $287.5K | 0.15% | +249 | New |
| Landaas & Co | 250 | $288.6K | 0.05% | +250 | New |
| 6th Street Advisors, LLC | 250 | $288.6K | 0.17% | +250 | New |
| Cypress Capital, LLC | 251 | $289.7K | 0.08% | +251 | New |
| Shira Ridge Wealth Management | 251 | $289.7K | 0.10% | +251 | New |
| Vertrix Wealth Management, LLC | 251 | $289.7K | 0.10% | +251 | New |
| Buffalo Business & Estate Services Ltd | – | $289.8K | 0.04% | – | – |
| Obermeyer Wood Investment Counsel, LLLP | 252 | $290.9K | 0.01% | +252 | New |
| Sun Financial Inc | 338 | $291.1K | 0.14% | −92−21.4% | Reduced |
| Clifford Group, LLC | 253 | $292.0K | 0.20% | +253 | New |
| Asset One Wealth Management LLC | 323 | $292.1K | 0.03% | +323 | New |
| Alliance Wealth Advisors, LLC | 254 | $293.2K | 0.12% | +254 | New |
| Power Wealth Management LLC | 254 | $293.2K | 0.10% | +254 | New |
| Alexander Labrunerie & Co., Inc. | 255 | $294.3K | 0.10% | +255 | New |
| Torren Management, LLC | 256 | $295.0K | 0.15% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 256 | $295.5K | 0.19% | +256 | New |
| Wealth Group Ltd | 256 | $295.6K | 0.06% | +256 | New |
| Kraematon Investment Advisors, Inc | 257 | $296.4K | 0.22% | +257 | New |
| SWAN Capital LLC | 257 | $296.7K | 0.10% | −209−44.8% | Reduced |
| Financial Insights, Inc. | 257 | $296.7K | 0.08% | +257 | New |
| Thayer Partners, LLC | 257 | $296.7K | 0.12% | +257 | New |
| Mid-American Wealth Advisory Group, Inc. | 257 | $297.0K | 0.11% | +257 | New |
| HighMark Wealth Management LLC | 257 | $297.1K | 0.10% | −14−5.2% | Reduced |
| Waystone Advisors LLC | 258 | $297.8K | 0.22% | +258 | New |
| Washington Trust Bank | 258 | $297.8K | 0.02% | +258 | New |
| Foundation Wealth Management, LLC | 258 | $297.8K | 0.09% | +258 | New |
| Good Steward Wealth Advisors,LLC | 258 | $297.8K | 0.18% | +258 | New |
| St. Louis Trust Co | 2,296 | $298.6K | 0.08% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 259 | $298.7K | 0.06% | +259 | New |
| Fox Run Management, L.L.C. | 260 | $300.1K | 0.05% | −1,886−87.9% | Reduced |
| White Wing Wealth Management | 260 | $300.2K | 0.16% | +260 | New |
| Pearl Planning LLC | 260 | $300.2K | 0.14% | +260 | New |
| Wulff, Hansen & Co. | 261 | $301.3K | 0.23% | +261 | New |
| Ciovacco Capital Management LLC | 261 | $301.3K | 0.13% | +261 | New |
| Bingham Private Wealth, LLC | 261 | $301.3K | 0.21% | +261 | New |
| Partners Wealth Management, LLC | 261 | $301.6K | 0.30% | +261 | New |
| Amplius Wealth Advisors, LLC | 262 | $302.4K | 0.02% | +262 | New |
| Bannerman Wealth Management Group, LLC | 262 | $302.5K | 0.18% | +262 | New |
| Gross & Hartman Investments LLC | 263 | $303.6K | 0.13% | +263 | New |
| Yoder Wealth Management, Inc. | 263 | $303.6K | 0.12% | +263 | New |
| Serenus Wealth Advisors, LLC | 263 | $303.6K | 0.05% | +263 | New |
| BHK Investment Advisors, LLC | 264 | $304.7K | 0.09% | +264 | New |
| BG Investment Services, Inc. | 264 | $304.7K | 0.22% | +264 | New |
| Silvia McColl Wealth Management, LLC | 264 | $304.7K | 0.18% | +264 | New |
| Paragon Capital Management Inc | 264 | $304.7K | 0.23% | +264 | New |
| Quantify Chaos Advisors, LLC | 264 | $304.7K | 0.86% | +264 | New |
| Gerber, LLC | 264 | $305.0K | 0.14% | +264 | New |
| Base Wealth Management LLC | 264 | $305.2K | 0.14% | +264 | New |
| Mayport, LLC | 265 | $305.9K | 0.05% | +265 | New |
