| Samalin Investment Counsel, LLC | 511 | $244.1K | 0.08% | +511 | New |
| Mason Investment Advisory Services, Inc. | 511 | $244.1K | 0.01% | −90−15.0% | Reduced |
| Saiph Capital, LLC | 511 | $244.0K | 0.07% | +511 | New |
| McElhenny Sheffield Capital Management, LLC | 511 | $244.0K | 0.06% | +511 | New |
| North Capital, Inc. | 511 | $243.2K | 0.18% | +511 | New |
| Vermillion Wealth Management, Inc. | 509 | $243.1K | 0.06% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 508 | $242.6K | 0.09% | +508 | New |
| Global Wealth Management Investment Advisory, Inc. | 507 | $242.1K | 0.03% | −239−32.0% | Reduced |
| PTM Wealth Management, LLC | 600 | $242.0K | 0.11% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 506 | $241.9K | 0.05% | +506 | New |
| Fox Run Management, L.L.C. | 506 | $241.7K | 0.04% | −534−51.3% | Reduced |
| Cullen Investment Group, Ltd. | 503 | $240.3K | 0.03% | +503 | New |
| Wall Street Financial Group, Inc. | 503 | $240.2K | 0.13% | −110−17.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 500 | $238.8K | 0.21% | −1,000−66.7% | Reduced |
| TopTier Wealth Management, LLC | 500 | $238.8K | 0.14% | 00.0% | Unchanged |
| Associated Banc-Corp | 500 | $238.8K | 0.01% | +500 | New |
| Harvey Capital Management Inc | 500 | $238.8K | 0.05% | +500 | New |
| Alan B. Lancz & Associates, Inc. | 500 | $238.8K | 0.21% | +500 | New |
| Investments & Financial Planning, LLC | 500 | $238.8K | 0.11% | +500 | New |
| Centennial Bank | 500 | $238.8K | 0.08% | +500 | New |
| Compton Financial Group, LLC | 499 | $238.3K | 0.05% | +499 | New |
| Alpha Wealth Funds, LLC | 500 | $238.1K | 0.15% | +500 | New |
| Summit Financial Wealth Advisors, LLC | 498 | $237.8K | 0.03% | +498 | New |
| Compass Ion Advisors, LLC | 497 | $237.4K | 0.02% | +497 | New |
| Keynote Financial Services LLC | 497 | $237.4K | 0.11% | +497 | New |
| Lountzis Asset Management, LLC | 496 | $237.2K | 0.08% | +496 | New |
| Waycross Investment Management Co | 496 | $236.9K | 0.18% | +496 | New |
| Family Office Research LLC | 496 | $236.8K | 0.09% | +496 | New |
| Rockline Wealth Management, LLC | 495 | $236.4K | 0.05% | +495 | New |
| Valued Retirements, Inc. | 495 | $236.4K | 0.21% | +495 | New |
| Bridges Investment Management Inc | 494 | $235.9K | 0.00% | +494 | New |
| Wealth Advisory Solutions, LLC | 494 | $235.9K | 0.05% | +494 | New |
| Wingate Wealth Advisors, Inc. | 493 | $235.4K | 0.10% | +493 | New |
| Heritage Investors Management Corp | 492 | $235.0K | 0.01% | +492 | New |
| Measured Wealth Private Client Group, LLC | 492 | $235.0K | 0.06% | −15−3.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 492 | $235.0K | 0.13% | +492 | New |
| Invera Wealth Advisors, LLC | 490 | $234.0K | 0.13% | +490 | New |
| Hansen & Associates Financial Group, Inc. | 516 | $233.3K | 0.13% | +516 | New |
| AIMZ Investment Advisors, LLC | 488 | $233.1K | 0.06% | +488 | New |
| Stolz & Associates, PS | 488 | $233.1K | 0.15% | +488 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 488 | $233.1K | 0.02% | +488 | New |
| Trust Co of Toledo NA | 487 | $232.6K | 0.02% | +74+17.9% | Added |
| Guardian Wealth Management, Inc. | 486 | $232.1K | 0.11% | +486 | New |
| MEMBERS Trust Co | 485 | $231.6K | 0.01% | +485 | New |
| Kennedy Investment Group | 484 | $231.3K | 0.08% | +484 | New |
| Compass Financial Group, INC | 484 | $231.1K | 0.03% | +484 | New |
| Keb Asset Management, LLC | 484 | $231.1K | 0.04% | +484 | New |
| Cowa, LLC | 483 | $230.7K | 0.06% | +483 | New |
| Verum Partners LLC | 483 | $230.5K | 0.03% | +483 | New |
| Market Street Wealth Management Advisors LLC | 482 | $230.2K | 0.03% | +482 | New |
| Signature Wealth Management Partners, LLC | 482 | $230.2K | 0.11% | +482 | New |
| Tucker Asset Management LLC | 482 | $230.2K | 0.06% | +482 | New |
| Howe & Rusling Inc | 482 | $230.1K | 0.01% | +482 | New |
| Vista Investment Partners II, LLC | 482 | $230.1K | 0.09% | +482 | New |
| Members Wealth LLC | 482 | $230.1K | 0.13% | +482 | New |
| Clearwater Capital Advisors, LLC | 481 | $229.7K | 0.02% | +481 | New |
| Flywheel Private Wealth LLC | 481 | $229.7K | 0.11% | +481 | New |
| Gerald Baker Financial Group LLC | 481 | $229.7K | 0.07% | +481 | New |
| Blue Line Capital, LLC | 480 | $229.2K | 0.20% | +480 | New |
| Lewis Asset Management, LLC | 479 | $228.8K | 0.08% | +479 | New |
| HORAN Wealth, LLC | 478 | $228.3K | 0.03% | +478 | New |
| Columbia Advisory Partners LLC | 476 | $227.3K | 0.13% | +476 | New |
| Ellevest, Inc. | 1,146 | $227.0K | 0.03% | +1,146 | New |
| Scientech Research LLC | 474 | $226.4K | 0.18% | −623−56.8% | Reduced |
| NTV Asset Management LLC | 474 | $226.4K | 0.02% | +474 | New |
| WealthBridge Capital Management, LLC | 474 | $226.4K | 0.04% | +474 | New |
| Helium Advisors LLC | 473 | $226.0K | 0.19% | +473 | New |
| Michels Family Financial, LLC | 473 | $225.9K | 0.14% | +473 | New |
| Operose Advisors LLC | 471 | $224.9K | 0.04% | +471 | New |
| Elite Life Management LLC | 543 | $224.8K | 0.26% | +543 | New |
| ZRC Wealth Management, LLC | 470 | $224.5K | 0.07% | +195+70.9% | Added |
| Humankind Investments LLC | 470 | $224.5K | 0.11% | +470 | New |
| Tennessee Valley Asset Management Partners | 470 | $224.3K | 0.02% | +470 | New |
| Quantum Financial Advisors, LLC | 469 | $224.1K | 0.02% | +469 | New |
| August Group Capital Ltd | 469 | $224.0K | 0.25% | −127−21.3% | Reduced |
| Financial Alternatives, Inc | 467 | $223.0K | 0.11% | +467 | New |
| Ulland Investment Advisors, LLC | 466 | $223.0K | 0.16% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 466 | $222.5K | 0.02% | +466 | New |
| Leverty Financial Group, LLC | 466 | $222.5K | 0.04% | +466 | New |
| Shariaportfolio, Inc. | 465 | $222.1K | 0.08% | −152−24.6% | Reduced |
| Godfrey Financial Associates, Inc. | 465 | $222.1K | 0.17% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 464 | $222.0K | 0.17% | +464 | New |
| Centennial Wealth Advisory LLC | 463 | $221.2K | 0.05% | +463 | New |
| Marathon Capital Management | 462 | $220.6K | 0.04% | +462 | New |
| JNBA Financial Advisors | 461 | $220.3K | 0.02% | +41+9.8% | Added |
| Cutler Capital Management, LLC | 461 | $220.3K | 0.06% | +6+1.3% | Added |
| True Wealth Design, LLC | 461 | $220.2K | 0.05% | +6+1.3% | Added |
| Seaside Wealth Management, Inc. | 461 | $220.2K | 0.05% | +461 | New |
| SwitchPoint Financial Planning, LLC | 461 | $220.2K | 0.13% | +461 | New |
| Boston Trust Walden Corp | 460 | $219.7K | 0.00% | +460 | New |
| Lantz Financial LLC | 460 | $219.7K | 0.04% | +460 | New |
| FOCUS Wealth Advisors, LLC | 460 | $219.7K | 0.10% | +460 | New |
| Momentous Wealth Management, Inc. | 460 | $219.7K | 0.11% | +460 | New |
| American Capital Advisory, LLC | 459 | $219.2K | 0.08% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 459 | $219.2K | 0.06% | +459 | New |
| Aegis Wealth Management, Inc. | 457 | $218.2K | 0.14% | +457 | New |
| City Center Advisors, LLC | 456 | $217.8K | 0.18% | +456 | New |
| Wealthgarden F.S. LLC | 455 | $217.1K | 0.12% | +455 | New |
| Integrated Capital Management, LLC | 454 | $216.8K | 0.08% | −184−28.8% | Reduced |
| RS Crum Inc. | 454 | $216.8K | 0.04% | +454 | New |
