| Meridian Investment Counsel Inc. | 640 | $269.2K | 0.06% | +640 | New |
| Mach-1 Financial Group, Inc. | 641 | $269.6K | 0.10% | −1−0.2% | Reduced |
| Vertex Planning Partners, LLC | 641 | $269.6K | 0.04% | +641 | New |
| Blossom Wealth Management | 642 | $270.0K | 0.38% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 642 | $270.0K | 0.06% | 00.0% | Unchanged |
| Citrine Capital LLC | 643 | $270.4K | 0.10% | +40+6.6% | Added |
| Osborne Partners Capital Management, LLC | 644 | $270.9K | 0.02% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 644 | $270.9K | 0.03% | +644 | New |
| Roof Eidam & Maycock | 645 | $271.3K | 0.05% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 645 | $271.3K | 0.11% | +55+9.3% | Added |
| Christensen, King & Associates Investment Services, Inc. | 646 | $271.7K | 0.11% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 646 | $271.9K | 0.05% | +66+11.4% | Added |
| Schwallier Wealth Management LLC | 647 | $272.1K | 0.17% | −12−1.8% | Reduced |
| Rodgers & Associates, LTD | 648 | $272.5K | 0.02% | 00.0% | Unchanged |
| First National Bank | 649 | $273.0K | 0.11% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 650 | $273.4K | 0.07% | −10−1.5% | Reduced |
| Equity Wealth Partners, LLC | 650 | $273.4K | 0.10% | +650 | New |
| Cadence Wealth Management LLC | 651 | $273.7K | 0.12% | +71+12.2% | Added |
| RiverPark Advisors, LLC | 651 | $273.8K | 0.13% | +474+267.8% | Added |
| Atlantic Family Wealth, LLC | 652 | $274.2K | 0.18% | −132−16.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 655 | $275.5K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 655 | $275.5K | 0.13% | +655 | New |
| Williams & Novak, LLC | 656 | $275.9K | 0.18% | +656 | New |
| Waterford Advisors, LLC | 657 | $276.3K | 0.08% | −62−8.6% | Reduced |
| Pointe Capital Management LLC | 657 | $276.3K | 0.12% | 00.0% | Unchanged |
| Summit Financial Consulting LLC | 657 | $276.4K | 0.19% | +11+1.7% | Added |
| Life Planning Partners, Inc | 658 | $276.8K | 0.21% | −2,144−76.5% | Reduced |
| Nova R Wealth, Inc. | 659 | $277.2K | 0.08% | −18−2.7% | Reduced |
| Two West Capital Advisors LLC | 750 | $277.2K | 0.14% | −738−49.6% | Reduced |
| Frazier Financial Advisors, LLC | 659 | $277.2K | 0.14% | −12−1.8% | Reduced |
| Cumberland Advisors Inc | 660 | $277.6K | 0.10% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 660 | $277.6K | 0.15% | 00.0% | Unchanged |
| Farnam Financial LLC | 660 | $277.6K | 0.20% | +660 | New |
| Retirement Income Solutions, Inc | 747 | $277.7K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 661 | $278.0K | 0.12% | −231−25.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 661 | $278.0K | 0.07% | +12+1.8% | Added |
| Sharkey, Howes & Javer | 662 | $278.4K | 0.03% | +662 | New |
| Snowwater Investment Partners, LLC | 662 | $278.4K | 0.19% | +662 | New |
| Level Wealth Management LLC | 663 | $278.9K | 0.11% | −44−6.2% | Reduced |
| MEMBERS Trust Co | 665 | $279.7K | 0.01% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 665 | $279.7K | 0.03% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 665 | $279.7K | 0.14% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 665 | $279.7K | 0.11% | 00.0% | Unchanged |
| Demming Financial Services Corp | 665 | $279.7K | 0.18% | +16+2.5% | Added |
| Petix & Botte Co | 666 | $280.1K | 0.06% | +336+101.8% | Added |
| Bravias Capital Group, LLC | 667 | $280.5K | 0.17% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 667 | $280.5K | 0.13% | +667 | New |
| Bauman Advisory Group, LLC | 668 | $281.0K | 0.15% | −171−20.4% | Reduced |
| Heritage Investors Management Corp | 669 | $281.0K | 0.01% | +40+6.4% | Added |
| Integrated Wealth Management | 669 | $281.4K | 0.30% | −4−0.6% | Reduced |
| R2 Capital Strategies, LLC | 669 | $281.4K | 0.13% | +669 | New |
| Beech Hill Advisors, Inc. | 670 | $281.8K | 0.12% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 670 | $281.8K | 0.05% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 671 | $282.2K | 0.11% | +6+0.9% | Added |
| Bullock Wealth Management Group | 665 | $282.8K | 0.12% | −32−4.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 674 | $283.5K | 0.16% | −30−4.3% | Reduced |
| Cahill Financial Advisors Inc | 674 | $283.5K | 0.03% | +15+2.3% | Added |
| Littlejohn Financial Services, Inc. | 675 | $283.9K | 0.21% | −96−12.5% | Reduced |
| CGC Financial Services, LLC | 675 | $283.9K | 0.06% | +231+52.0% | Added |
| Bellars Harris Wealth Management, LLC | 675 | $283.9K | 0.06% | +675 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 677 | $284.7K | 0.05% | −56−7.6% | Reduced |
| Quantum Financial Planning Services, Inc. | 677 | $284.7K | 0.09% | +22+3.4% | Added |
| Jmac Enterprises LLC | 678 | $285.2K | 0.05% | 00.0% | Unchanged |
| 180 GPS Investments IC Ltd | 678 | $285.2K | 0.21% | +678 | New |
| PTM Wealth Management, LLC | 911 | $285.2K | 0.13% | −31−3.3% | Reduced |
| Old Port Advisors | 678 | $285.3K | 0.06% | −50−6.9% | Reduced |
| Dala Group, LLC | 680 | $286.0K | 0.24% | −113−14.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 682 | $286.8K | 0.06% | 00.0% | Unchanged |
| Legacy Trust | 682 | $286.8K | 0.05% | +151+28.4% | Added |
| Goodwin Investment Advisory | 683 | $287.3K | 0.58% | 00.0% | Unchanged |
| Fca Corp | 683 | $287.3K | 0.07% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 676 | $287.5K | 0.04% | +473+233.0% | Added |
| O'Rourke & Company, Inc | 685 | $288.1K | 0.10% | +68+11.0% | Added |
| Sterling Financial Planning, Inc. | 687 | $289.0K | 0.08% | −8−1.2% | Reduced |
| Sykon Capital LLC | 687 | $289.0K | 0.09% | −6−0.9% | Reduced |
| Heartwood Wealth Advisors LLC | 688 | $289.4K | 0.02% | −37−5.1% | Reduced |
| TopTier Wealth Management, LLC | 688 | $289.4K | 0.17% | +5+0.7% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 689 | $289.8K | 0.20% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 689 | $289.8K | 0.01% | +113+19.6% | Added |
| Wood Tarver Financial Group, LLC | 691 | $290.0K | 0.07% | −38−5.2% | Reduced |
| Tradewinds Capital Management, LLC | 690 | $290.2K | 0.05% | −85−11.0% | Reduced |
| Tiemann Investment Advisors, LLC | 690 | $290.2K | 0.11% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 690 | $290.2K | 0.11% | +690 | New |
| Berkshire Asset Management LLC | 692 | $291.1K | 0.01% | −172−19.9% | Reduced |
| Detalus Advisors, LLC | 692 | $291.1K | 0.06% | +22+3.3% | Added |
| Riverbend Wealth Management, LLC | 692 | $291.1K | 0.15% | +692 | New |
| PACK Private Wealth, LLC | 694 | $291.9K | 0.12% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 699 | $294.0K | 0.24% | +18+2.6% | Added |
| Montis Financial, LLC | 700 | $294.4K | 0.06% | +5+0.7% | Added |
| Financial Solutions Advisory Group, Inc. | 725 | $294.7K | 0.04% | +142+24.4% | Added |
| Northstar Asset Management Inc | 704 | $296.1K | 0.09% | −45−6.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 704 | $296.1K | 0.02% | −8−1.1% | Reduced |
| Cim, LLC | 704 | $296.1K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 706 | $296.9K | 0.06% | +56+8.6% | Added |
| Lifestyle Asset Management, Inc. | 707 | $297.2K | 0.08% | +146+26.0% | Added |
| Hartmann Taylor Wealth Management, LLC | 800 | $297.4K | 0.20% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 709 | $298.2K | 0.17% | +709 | New |
| White Pine Investment CO | 711 | $299.0K | 0.06% | −408−36.5% | Reduced |
| Momentous Wealth Management, Inc. | 712 | $299.5K | 0.15% | −166−18.9% | Reduced |
| Financial & Tax Architects, LLC | 712 | $299.5K | 0.06% | −38−5.1% | Reduced |
