| Peoples Bank | 909 | $270.9K | 0.14% | +909 | New |
| AssuredPartners Investment Advisors, LLC | 914 | $272.3K | 0.03% | +914 | New |
| Quarry LP | 914 | $272.4K | 0.04% | +914 | New |
| Plante Moran Financial Advisors, LLC | 917 | $273.3K | 0.01% | +509+124.8% | Added |
| First Financial Bank - Trust Division | 920 | $274.2K | 0.02% | +920 | New |
| Act Wealth Management, LLC | 920 | $274.2K | 0.08% | +920 | New |
| Oak Harbor Wealth Partners, LLC | 922 | $274.8K | 0.10% | −208−18.4% | Reduced |
| SFE Investment Counsel | 922 | $274.9K | 0.04% | +922 | New |
| Elgethun Capital Management | 923 | $275.0K | 0.04% | +79+9.4% | Added |
| Summit Wealth Group, LLC | 923 | $275.1K | 0.06% | +923 | New |
| Lifetime Wealth Management P.C. | 923 | $275.1K | 0.16% | +923 | New |
| Concentrum Wealth Management | 924 | $275.4K | 0.07% | +924 | New |
| Schmidt P J Investment Management Inc | 925 | $275.7K | 0.04% | +925 | New |
| Sovereign Investment Advisors, LLC | 925 | $275.7K | 0.05% | +925 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 926 | $276.0K | 0.19% | −144−13.5% | Reduced |
| J.M. Arbour, LLC | 926 | $276.0K | 0.24% | +926 | New |
| Generali Investments, Management Co LLC | 927 | $276.3K | 0.06% | −511−35.5% | Reduced |
| JNBA Financial Advisors | 927 | $276.3K | 0.02% | −47−4.8% | Reduced |
| Sigma Investment Counselors Inc | 931 | $277.5K | 0.01% | +931 | New |
| CVA Family Office, LLC | 932 | $277.8K | 0.03% | +220+30.9% | Added |
| Kavar Capital Partners Group, LLC | 932 | $277.8K | 0.03% | +932 | New |
| TSA Wealth Managment LLC | 935 | $278.7K | 0.08% | +935 | New |
| Stronghold Wealth Management L.L.C. | 935 | $278.7K | 0.37% | +935 | New |
| Trust Investment Advisors | 936 | $279.1K | 0.13% | +936 | New |
| Dimension Capital Management LLC | 937 | $279.3K | 0.03% | −354−27.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 937 | $279.3K | 0.13% | −256−21.5% | Reduced |
| Perennial Advisors, LLC | 937 | $279.3K | 0.04% | +937 | New |
| VeraBank, N.A. | 937 | $279.3K | 0.05% | +937 | New |
| Dynasty Wealth Management, LLC | 938 | $279.5K | 0.00% | +938 | New |
| Lifestyle Asset Management, Inc. | 940 | $280.2K | 0.08% | +940 | New |
| NewSquare Capital LLC | 941 | $280.5K | 0.02% | +941 | New |
| SJS Investment Consulting Inc. | 942 | $280.8K | 0.03% | +27+3.0% | Added |
| Acorns Advisers, LLC | 944 | $281.0K | 0.00% | +944 | New |
| Fidelity D & D Bancorp Inc | 945 | $281.7K | 0.10% | +945 | New |
| Bogart Wealth, LLC | 945 | $281.8K | 0.01% | +277+41.5% | Added |
| D'Orazio & Associates, Inc. | 946 | $281.9K | 0.03% | +946 | New |
| BCS Wealth Management | 947 | $282.3K | 0.05% | +947 | New |
| Cove Private Wealth, LLC | 948 | $282.6K | 0.05% | +948 | New |
| Trust Co of Kansas | 949 | $283.0K | 0.15% | +949 | New |
| KWMG, LLC | 950 | $283.2K | 0.02% | +950 | New |
| 17 Capital Partners, LLC | 950 | $283.2K | 0.13% | +950 | New |
| Goelzer Investment Management, Inc. | 952 | $283.8K | 0.01% | +952 | New |
| Paces Ferry Wealth Advisors, LLC | 952 | $283.8K | 0.11% | +952 | New |
| Southland Equity Partners LLC | 953 | $283.9K | 0.05% | +953 | New |
| Galvin, Gaustad & Stein, LLC | 953 | $284.0K | 0.02% | +953 | New |
| Phillips Financial Management, LLC | 953 | $284.1K | 0.02% | −744−43.8% | Reduced |
| Encompass Wealth Advisors, LLC | 953 | $284.1K | 0.09% | +953 | New |
| Reuter James Wealth Management, LLC | 954 | $284.4K | 0.04% | +954 | New |
| May Hill Capital, LLC | 955 | $284.8K | 0.06% | +955 | New |
| Univest Financial Corp | 957 | $285.2K | 0.01% | +957 | New |
| Vicus Capital | 957 | $285.3K | 0.02% | +957 | New |
| Stegent Equity Advisors, Inc. | 960 | $286.1K | 0.21% | +960 | New |
| Richwood Investment Advisors, LLC | 960 | $286.1K | 0.20% | +960 | New |
| Brucke Financial, Inc. | 961 | $286.4K | 0.13% | +961 | New |
| Beacon Financial Advisory LLC | 962 | $286.7K | 0.06% | +962 | New |
| Tillman Hartley LLC | 963 | $287.0K | 0.06% | +963 | New |
| Copper Harbor Investment Advisors, LLC | 964 | $287.3K | 0.06% | +964 | New |
| D.B. Root & Company, LLC | 968 | $288.5K | 0.06% | +968 | New |
| 55 North Private Wealth, LLC | 969 | $288.8K | 0.06% | +969 | New |
| Z3 Capital Partners, LLC | 970 | $289.1K | 0.06% | +970 | New |
| Cahill Financial Advisors Inc | 971 | $289.4K | 0.03% | +971 | New |
| Charter Research & Investment Group, Inc. | 976 | $290.9K | 0.18% | +976 | New |
| Mathes Company, Inc. | 975 | $291.0K | 0.09% | +975 | New |
| HORAN Wealth, LLC | 977 | $291.3K | 0.04% | +977 | New |
| Palatine Hill Wealth Management, LLC | 979 | $291.7K | 0.23% | +979 | New |
| Howard Capital Management Group, LLC | 979 | $291.8K | 0.02% | +979 | New |
| Mach-1 Financial Group, Inc. | 980 | $292.1K | 0.11% | −2,925−74.9% | Reduced |
| Code Waechter LLC | 980 | $292.1K | 0.15% | −250−20.3% | Reduced |
| Arcataur Capital Management LLC | 982 | $292.7K | 0.07% | +982 | New |
| American Institute for Advanced Investment Management, LLP | 985 | $293.6K | 0.17% | +985 | New |
| Security Financial Services, INC. | 985 | $293.6K | 0.04% | +985 | New |
| Fiducient Advisors LLC | 987 | $294.2K | 0.04% | +987 | New |
| Monarch Capital Management Inc | 988 | $294.5K | 0.07% | +988 | New |
| Heritage Wealth Management, Inc. | 989 | $294.8K | 0.07% | +989 | New |
| Ponta Wealth Partners, LLC | 989 | $294.8K | 0.16% | +989 | New |
| Foster Dykema Cabot & Partners, LLC | 990 | $295.1K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 991 | $295.4K | 0.04% | +991 | New |
| AIMZ Investment Advisors, LLC | 993 | $296.0K | 0.08% | +993 | New |
| Lantz Financial LLC | 994 | $296.3K | 0.05% | +994 | New |
| Genesis Private Wealth, LLC | 996 | $296.9K | 0.08% | −198−16.6% | Reduced |
| Synergy Financial Management, LLC | 997 | $297.2K | 0.03% | +997 | New |
| Hohimer Wealth Management, LLC | 997 | $297.2K | 0.03% | +997 | New |
| JTC Employer Solutions Trusteee Ltd | 1,000 | $298.0K | 0.02% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,000 | $298.0K | 0.03% | +1,000 | New |
| Texas Yale Capital Corp. | 1,000 | $298.1K | 0.01% | −239−19.3% | Reduced |
| Deltec Asset Management LLC | 1,000 | $298.1K | 0.04% | +1,000 | New |
| Legal Advantage Investments, Inc. | 1,000 | $298.1K | 0.10% | +1,000 | New |
| C M Bidwell & Associates Ltd | 1,001 | $298.4K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,001 | $298.4K | 0.12% | +1,001 | New |
| LifeWealth Investments, LLC | 1,003 | $299.0K | 0.08% | +1,003 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,007 | $300.2K | 0.08% | −205−16.9% | Reduced |
| Brave Warrior Advisors, LLC | 1,010 | $301.1K | 0.01% | +1,010 | New |
| Pettyjohn, Wood & White, Inc | 1,017 | $303.1K | 0.04% | +1,017 | New |
| RFG Holdings, Inc. | 1,019 | $303.8K | 0.06% | +1,019 | New |
| Independent Solutions Wealth Management, LLC | 1,024 | $305.2K | 0.04% | +1,024 | New |
| Spectrum Investment Advisors, Inc. | 1,024 | $305.2K | 0.12% | −992−49.2% | Reduced |
| Summit Wealth Partners, LLC | 1,032 | $307.6K | 0.04% | −46−4.3% | Reduced |
| Warwick Investment Management, Inc. | 1,032 | $307.6K | 0.03% | +1,032 | New |
| Rexford Capital Inc | 1,033 | $307.9K | 0.19% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,037 | $309.0K | 0.02% | +1,037 | New |
