| Hudock, Inc. | 600 | $262.4K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 600 | $262.4K | 0.02% | +1+0.2% | Added |
| Perbak Capital Partners LLP | 599 | $262.0K | 0.06% | +599 | New |
| Berkeley Capital Partners, LLC | 598 | $261.6K | 0.07% | +598 | New |
| AlTi Global, Inc. | 598 | $261.4K | 0.01% | +598 | New |
| Eastern Bank | 597 | $261.1K | 0.00% | −165−21.7% | Reduced |
| Certified Advisory Corp | 596 | $260.6K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 595 | $260.0K | 0.19% | −2−0.3% | Reduced |
| Bridgewater Associates, LP | 592 | $258.9K | 0.00% | −1,436−70.8% | Reduced |
| Saxony Capital Management, LLC | 590 | $258.1K | 0.20% | +590 | New |
| Meadow Creek Wealth Advisors LLC | 590 | $258.1K | 0.17% | +590 | New |
| Rockland Trust Co | 589 | $257.6K | 0.01% | −220−27.2% | Reduced |
| Great Waters Wealth Management | 587 | $256.8K | 0.03% | +587 | New |
| Blue Chip Partners, Inc. | 586 | $256.4K | 0.02% | +586 | New |
| Flynn Zito Capital Management, LLC | 582 | $254.6K | 0.11% | +582 | New |
| Wendell David Associates Inc | 581 | $254.0K | 0.03% | −35−5.7% | Reduced |
| Roman Butler Fullerton & Co | 537 | $253.7K | 0.07% | −101−15.8% | Reduced |
| World Equity Group, Inc. | 579 | $253.4K | 0.07% | −27−4.5% | Reduced |
| Koshinski Asset Management, Inc. | 579 | $253.3K | 0.02% | +579 | New |
| GTS Securities LLC | 579 | $253.3K | 0.01% | +579 | New |
| Kooman & Associates | 579 | $253.3K | 0.09% | +579 | New |
| Waddell & Associates, LLC | 577 | $252.4K | 0.03% | +577 | New |
| Equitable Trust Co | 575 | $251.5K | 0.01% | +575 | New |
| Intrepid Capital Management Inc | 571 | $249.8K | 0.10% | +571 | New |
| Heritage Wealth Management, Inc. | 570 | $249.3K | 0.08% | −45−7.3% | Reduced |
| Falcon Wealth Planning | 570 | $249.3K | 0.03% | +570 | New |
| Foster & Motley Inc | 570 | $249.0K | 0.01% | −43−7.0% | Reduced |
| E Fund Management Co., Ltd. | 565 | $247.1K | 0.01% | +565 | New |
| Adviser Investments LLC | 564 | $246.7K | 0.00% | +564 | New |
| Fortress Financial Group, LLC | 564 | $246.7K | 0.21% | +564 | New |
| Meridian Wealth Management, LLC | 563 | $246.3K | 0.01% | −68−10.8% | Reduced |
| Naples Global Advisors, LLC | 562 | $245.8K | 0.02% | +562 | New |
| North Star Investment Management Corp. | 560 | $244.9K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 559 | $244.5K | 0.16% | +559 | New |
| Heartwood Wealth Advisors LLC | 558 | $244.1K | 0.03% | +558 | New |
| Ingalls & Snyder LLC | 558 | $244.0K | 0.01% | +558 | New |
| Intrust Bank NA | 557 | $243.6K | 0.02% | −46−7.6% | Reduced |
| Braun-Bostich & Associates Inc. | 557 | $243.6K | 0.17% | +557 | New |
| 1248 Management, LLC | 553 | $241.9K | 0.09% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 551 | $241.0K | 0.11% | +551 | New |
| LVM Capital Management Ltd | 550 | $241.0K | 0.02% | +550 | New |
| McKinley Carter Wealth Services, Inc. | 550 | $240.6K | 0.01% | +550 | New |
| Van Cleef Asset Management,Inc | 545 | $238.4K | 0.03% | +545 | New |
| TABR Capital Management, LLC | 544 | $238.1K | 0.20% | +544 | New |
| 21 West Wealth Management LLC | 543 | $237.5K | 0.24% | +543 | New |
| Agp Franklin, LLC | 542 | $237.1K | 0.13% | +542 | New |
| LGL Partners, LLC | 551 | $236.1K | 0.10% | +551 | New |
| First National Advisers, LLC | 537 | $234.9K | 0.03% | +537 | New |
| Capital Insight Partners, LLC | 536 | $234.5K | 0.04% | +536 | New |
| Independent Wealth Network Inc. | 535 | $233.8K | 0.09% | +535 | New |
| Forum Private Client Group LLC | 534 | $233.6K | 0.09% | +534 | New |
| Northwest Wealth Management, LLC | 532 | $232.7K | 0.04% | +532 | New |
| Westwood Holdings Group Inc. | 529 | $231.4K | 0.00% | +529 | New |
| Horizon Investment Services, LLC | 527 | $230.5K | 0.10% | +527 | New |
| TPG Financial Advisors, LLC | 525 | $229.6K | 0.09% | +525 | New |
| ShankerValleau Wealth Advisors, Inc. | 525 | $229.6K | 0.07% | +525 | New |
| Logan Capital Management Inc | 523 | $228.8K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 523 | $228.8K | 0.02% | +523 | New |
| Acorn Wealth Advisors, LLC | 522 | $228.3K | 0.08% | +522 | New |
| Schnieders Capital Management LLC | 519 | $227.0K | 0.04% | +519 | New |
| May Hill Capital, LLC | 519 | $227.0K | 0.07% | +519 | New |
| Quarry LP | 515 | $225.3K | 0.05% | +19+3.8% | Added |
| Cottage Street Advisors LLC | 511 | $223.5K | 0.12% | +511 | New |
| Hudson Capital Management LLC | 508 | $222.2K | 0.06% | +508 | New |
| Gladwyn Financial Advisors, Inc. | 507 | $222.0K | 0.17% | +507 | New |
| Ackerman Capital Advisors, LLC | 507 | $221.8K | 0.05% | +507 | New |
| Ibex Wealth Advisors | 506 | $221.4K | 0.02% | +506 | New |
| Sovran Advisors, LLC | 518 | $221.2K | 0.02% | +518 | New |
| Tritonpoint Wealth, LLC | 505 | $221.1K | 0.02% | +505 | New |
| Private Wealth Partners, LLC | 505 | $220.9K | 0.02% | −150−22.9% | Reduced |
| Klingman & Associates, LLC | 503 | $220.0K | 0.01% | +503 | New |
| Orrstown Financial Services Inc | 503 | $220.0K | 0.05% | +503 | New |
| Pacifica Partners Inc. | 507 | $219.2K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $219.0K | 0.16% | +500 | New |
| MCF Advisors LLC | 500 | $218.7K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 500 | $218.7K | 0.02% | +500 | New |
| Goelzer Investment Management, Inc. | 500 | $218.7K | 0.01% | +500 | New |
| Prairie Wealth Advisors, Inc. | 500 | $218.7K | 0.09% | +500 | New |
| Kathmere Capital Management, LLC | 498 | $217.8K | 0.02% | −197−28.3% | Reduced |
| Wealthstar Advisors, LLC | 498 | $217.8K | 0.08% | +498 | New |
| CoreCap Advisors, LLC | 497 | $217.4K | 0.01% | −24−4.6% | Reduced |
| Clifford Group, LLC | 497 | $217.4K | 0.18% | +497 | New |
| Baker Avenue Asset Management, LP | 497 | $217.4K | 0.01% | +497 | New |
| Ewa, LLC | 495 | $216.7K | 0.07% | +495 | New |
| Aft, Forsyth & Company, Inc. | 495 | $216.5K | 0.11% | +495 | New |
| Victory Financial Group, LLC | 495 | $216.5K | 0.03% | +495 | New |
| Wedge Capital Management L L P | 493 | $215.6K | 0.00% | +493 | New |
| Jacobsen Capital Management | 491 | $214.8K | 0.08% | +491 | New |
| Blue Barn Wealth, LLC | 491 | $214.8K | 0.10% | +491 | New |
| Prosperity Wealth Management, Inc. | 491 | $214.8K | 0.08% | +491 | New |
| ELCO Management Co., LLC | 490 | $214.3K | 0.11% | +490 | New |
| Avidian Wealth Solutions, LLC | 486 | $212.6K | 0.01% | +486 | New |
| Rothschild Investment LLC | 486 | $212.6K | 0.01% | −6−1.2% | Reduced |
| Allstate Corp | 485 | $212.1K | 0.02% | −8,148−94.4% | Reduced |
| Steel Peak Wealth Management LLC | 484 | $211.7K | 0.01% | +484 | New |
| Principal Street Partners, LLC | 484 | $211.7K | 0.02% | +484 | New |
| Great Diamond Partners, LLC | 484 | $211.7K | 0.04% | +484 | New |
| IMPACTfolio, LLC | 483 | $211.3K | 0.10% | +483 | New |
| TCI Wealth Advisors, Inc. | 482 | $210.8K | 0.01% | +482 | New |
| Sargent Investment Group, LLC | 492 | $210.1K | 0.03% | +492 | New |
