| Yoder Wealth Management, Inc. | 640 | $218.3K | 0.09% | +640 | New |
| Client 1st Advisory Group, LLC | 638 | $217.6K | 0.06% | +638 | New |
| Baker Tilly Wealth Management, LLC | 638 | $217.6K | 0.05% | +638 | New |
| Hoey Investments, Inc | 637 | $217.2K | 0.03% | +228+55.7% | Added |
| Walter & Keenan Financial Consulting Co | 636 | $216.9K | 0.05% | +636 | New |
| Sutton Place Investors LLC | 636 | $216.9K | 0.11% | +636 | New |
| New Covenant Trust Company, N.A. | 634 | $216.2K | 0.16% | +634 | New |
| First Citizens Financial Corp | 633 | $215.9K | 0.09% | +633 | New |
| Wealth Alliance Advisory Group, LLC | 632 | $215.5K | 0.03% | +632 | New |
| Hendershot Investments Inc. | 631 | $215.2K | 0.03% | +631 | New |
| Haven Private, LLC | 630 | $214.8K | 0.08% | +630 | New |
| Peoples Bank | 629 | $214.5K | 0.11% | +629 | New |
| Capital Asset Advisory Services LLC | 629 | $214.5K | 0.01% | +629 | New |
| Strategic Family Wealth Counselors, L.L.C. | 628 | $214.2K | 0.05% | +628 | New |
| Tenon Financial LLC | 628 | $214.2K | 0.07% | +628 | New |
| Oakmont Investment Advisors, Inc. | 628 | $214.2K | 0.15% | +628 | New |
| Montis Financial, LLC | 627 | $213.8K | 0.04% | +627 | New |
| Shariaportfolio, Inc. | 625 | $213.1K | 0.08% | +625 | New |
| Eagle Wealth Strategies LLC | 625 | $213.1K | 0.08% | +625 | New |
| Quantum Financial Partners LLC | 625 | $213.1K | 0.11% | +625 | New |
| Townsend Asset Management Corp | 622 | $212.1K | 0.07% | +622 | New |
| WPG Advisers, LLC | 621 | $211.8K | 0.12% | +165+36.2% | Added |
| Elite Wealth Management, Inc. | 621 | $211.8K | 0.06% | +621 | New |
| Keyvantage Wealth, LLC | 621 | $211.8K | 0.08% | +621 | New |
| Verity & Verity, LLC | 620 | $211.4K | 0.01% | +620 | New |
| Meadow Creek Wealth Advisors LLC | 620 | $211.4K | 0.13% | +620 | New |
| Brio Consultants, LLC | 618 | $210.8K | 0.02% | +618 | New |
| Johnson Financial Group, Inc. | 617 | $210.4K | 0.01% | +146+31.0% | Added |
| Rosenberg Matthew Hamilton | 617 | $210.4K | 0.04% | −30−4.6% | Reduced |
| Brand Asset Management Group, Inc. | 616 | $210.1K | 0.05% | +616 | New |
| Alternative Investment Advisors, LLC. | 612 | $208.7K | 0.08% | +612 | New |
| Golden Road Advisors LLC | 612 | $208.7K | 0.10% | +612 | New |
| Centric Wealth Management | 1,129 | $208.4K | 0.03% | 00.0% | Unchanged |
| Papp L Roy & Associates | 611 | $208.4K | 0.02% | +611 | New |
| Up Strategic Wealth Investment Advisors LLC | 574 | $208.2K | 0.12% | +574 | New |
| TCI Wealth Advisors, Inc. | 610 | $208.0K | 0.01% | −1,201−66.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 610 | $208.0K | 0.06% | +610 | New |
| Bedel Financial Consulting, Inc. | 610 | $208.0K | 0.02% | +610 | New |
| CCG Wealth Management, LLC | 608 | $207.3K | 0.05% | +608 | New |
| Meridian Wealth Partners, LLC | 606 | $206.7K | 0.03% | +606 | New |
| Verus Financial Partners, Inc. | 606 | $206.7K | 0.02% | +606 | New |
| NBZ Investment Advisors LLC | 606 | $206.7K | 0.08% | +606 | New |
| Next Level Private LLC | 604 | $206.0K | 0.04% | +604 | New |
| Lotus Asset Management LLC | 604 | $206.0K | 0.18% | +604 | New |
| Saiph Capital, LLC | 603 | $205.6K | 0.06% | +603 | New |
| Astoria Portfolio Advisors LLC. | 603 | $205.5K | 0.03% | −559−48.1% | Reduced |
| D.B. Root & Company, LLC | 602 | $205.3K | 0.04% | +602 | New |
| Verisail Partners, LLC | 601 | $205.0K | 0.08% | +601 | New |
| Wealth Preservation Advisors, LLC | 600 | $204.6K | 0.12% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 600 | $204.6K | 0.10% | 00.0% | Unchanged |
| Heffernan Advisory, Inc | 600 | $204.6K | 0.17% | +600 | New |
| RW Investment Management LLC | 600 | $204.6K | 0.02% | +600 | New |
| January Capital Advisors LLC | 600 | $204.6K | 0.17% | +600 | New |
| William John Sempolinski | 600 | $204.6K | 0.08% | +600 | New |
| Family Office Research LLC | 598 | $203.9K | 0.08% | +598 | New |
| Port Capital LLC | 594 | $202.6K | 0.01% | +594 | New |
| Key Client Fiduciary Advisors, LLC | 593 | $202.3K | 0.06% | +593 | New |
| TL Private Wealth | 600 | $202.2K | 0.07% | +600 | New |
| Foresight Capital Management Advisors, Inc. | 592 | $201.9K | 0.10% | +592 | New |
| Ofc Financial Planning, LLC | 592 | $201.9K | 0.18% | +592 | New |
| Urban Wealth Management, LLC | 591 | $201.5K | 0.18% | +591 | New |
| Isthmus Partners, LLC | 590 | $201.2K | 0.02% | +590 | New |
| Regatta Research & Money Management | 589 | $200.9K | 0.19% | +589 | New |
| Altfest L J & Co Inc | 589 | $200.9K | 0.02% | +589 | New |
| Ahara Advisors LLC | 588 | $200.5K | 0.14% | +588 | New |
| Proathlete Wealth Management LLC | 584 | $199.2K | 0.05% | +4+0.7% | Added |
| Bollard Group LLC | 583 | $199.0K | 0.01% | +95+19.5% | Added |
| JFS Wealth Advisors, LLC | 580 | $197.8K | 0.01% | +3+0.5% | Added |
| Glen Eagle Advisors, LLC | 574 | $195.7K | 0.02% | −45−7.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 571 | $194.7K | 0.09% | −120−17.4% | Reduced |
| Align Financial, LLC | 570 | $194.4K | 0.10% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 562 | $191.7K | 0.03% | +562 | New |
| GHP Investment Advisors, Inc. | 561 | $191.1K | 0.01% | −200−26.3% | Reduced |
| REYL & Cie S.A. | 1,158 | $186.1K | 0.22% | +1,158 | New |
| OV Management LLC | 544 | $185.5K | 0.35% | −5−0.9% | Reduced |
| First Command Advisory Services, Inc. | 544 | $185.5K | 0.00% | +114+26.5% | Added |
| Owl Creek Wealth Partners LLC | 521 | $177.7K | 0.05% | +57+12.3% | Added |
| City State Bank | 519 | $177.0K | 0.04% | +105+25.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 481 | $164.0K | 0.03% | +68+16.5% | Added |
| Rowland & Co Investment Counsel | 470 | $160.3K | 0.03% | +470 | New |
| Wellington-Altus USA Inc. | 993 | $159.2K | 0.11% | +150+17.8% | Added |
| Toth Financial Advisory Corp | 458 | $156.2K | 0.02% | +9+2.0% | Added |
| DHJJ Financial Advisors, Ltd. | 446 | $152.1K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 446 | $152.1K | 0.04% | +170+61.6% | Added |
| Grove Bank & Trust | 441 | $150.4K | 0.01% | −53−10.7% | Reduced |
| Vaquero Private Wealth, Ltd | 436 | $148.7K | 0.03% | +436 | New |
| Tiaa Trust, National Association | 433 | $147.7K | 0.01% | −3,940−90.1% | Reduced |
| Strategic Advocates LLC | 433 | $147.7K | 0.57% | −139−24.3% | Reduced |
| Meeder Asset Management Inc | 423 | $144.3K | 0.01% | +47+12.5% | Added |
| Medallion Wealth Advisors, LLC | 417 | $142.2K | 0.05% | −221−34.6% | Reduced |
| Palladiem, LLC | 407 | $138.8K | 0.13% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 403 | $137.4K | 0.07% | +57+16.5% | Added |
| Cohen & Steers, Inc. | 400 | $136.0K | 0.00% | −400−50.0% | Reduced |
| REAP Financial Group, LLC | 397 | $135.5K | 0.02% | −3−0.8% | Reduced |
| Orion Capital Management LLC | 392 | $133.7K | 0.04% | −25−6.0% | Reduced |
| UMA Financial Services, Inc. | 392 | $133.7K | 0.02% | +108+38.0% | Added |
| American National Bank | 383 | $130.6K | 0.01% | +4+1.1% | Added |
| Hartford Financial Management Inc. | 376 | $128.2K | 0.03% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 374 | $127.5K | 0.04% | −1−0.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 372 | $126.9K | 0.01% | 00.0% | Unchanged |
