| Palatine Hill Wealth Management, LLC | 979 | $291.7K | 0.23% | +979 | New |
| HORAN Wealth, LLC | 977 | $291.3K | 0.04% | +977 | New |
| Mathes Company, Inc. | 975 | $291.0K | 0.09% | +975 | New |
| Charter Research & Investment Group, Inc. | 976 | $290.9K | 0.18% | +976 | New |
| Cahill Financial Advisors Inc | 971 | $289.4K | 0.03% | +971 | New |
| Z3 Capital Partners, LLC | 970 | $289.1K | 0.06% | +970 | New |
| 55 North Private Wealth, LLC | 969 | $288.8K | 0.06% | +969 | New |
| D.B. Root & Company, LLC | 968 | $288.5K | 0.06% | +968 | New |
| Copper Harbor Investment Advisors, LLC | 964 | $287.3K | 0.06% | +964 | New |
| Tillman Hartley LLC | 963 | $287.0K | 0.06% | +963 | New |
| Beacon Financial Advisory LLC | 962 | $286.7K | 0.06% | +962 | New |
| Brucke Financial, Inc. | 961 | $286.4K | 0.13% | +961 | New |
| Stegent Equity Advisors, Inc. | 960 | $286.1K | 0.21% | +960 | New |
| Richwood Investment Advisors, LLC | 960 | $286.1K | 0.20% | +960 | New |
| Vicus Capital | 957 | $285.3K | 0.02% | +957 | New |
| Univest Financial Corp | 957 | $285.2K | 0.01% | +957 | New |
| May Hill Capital, LLC | 955 | $284.8K | 0.06% | +955 | New |
| Reuter James Wealth Management, LLC | 954 | $284.4K | 0.04% | +954 | 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 |
| Galvin, Gaustad & Stein, LLC | 953 | $284.0K | 0.02% | +953 | New |
| Southland Equity Partners LLC | 953 | $283.9K | 0.05% | +953 | New |
| Paces Ferry Wealth Advisors, LLC | 952 | $283.8K | 0.11% | +952 | New |
| Goelzer Investment Management, Inc. | 952 | $283.8K | 0.01% | +952 | New |
| KWMG, LLC | 950 | $283.2K | 0.02% | +950 | New |
| 17 Capital Partners, LLC | 950 | $283.2K | 0.13% | +950 | New |
| Trust Co of Kansas | 949 | $283.0K | 0.15% | +949 | New |
| Cove Private Wealth, LLC | 948 | $282.6K | 0.05% | +948 | New |
| BCS Wealth Management | 947 | $282.3K | 0.05% | +947 | New |
| D'Orazio & Associates, Inc. | 946 | $281.9K | 0.03% | +946 | New |
| Bogart Wealth, LLC | 945 | $281.8K | 0.01% | +277+41.5% | Added |
| Fidelity D & D Bancorp Inc | 945 | $281.7K | 0.10% | +945 | New |
| Acorns Advisers, LLC | 944 | $281.0K | 0.00% | +944 | New |
| SJS Investment Consulting Inc. | 942 | $280.8K | 0.03% | +27+3.0% | Added |
| NewSquare Capital LLC | 941 | $280.5K | 0.02% | +941 | New |
| Lifestyle Asset Management, Inc. | 940 | $280.2K | 0.08% | +940 | New |
| Dynasty Wealth Management, LLC | 938 | $279.5K | 0.00% | +938 | 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 |
| Trust Investment Advisors | 936 | $279.1K | 0.13% | +936 | New |
| Stronghold Wealth Management L.L.C. | 935 | $278.7K | 0.37% | +935 | New |
| TSA Wealth Managment LLC | 935 | $278.7K | 0.08% | +935 | 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 |
| Sigma Investment Counselors Inc | 931 | $277.5K | 0.01% | +931 | 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 |
| 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 |
| Schmidt P J Investment Management Inc | 925 | $275.7K | 0.04% | +925 | New |
| Sovereign Investment Advisors, LLC | 925 | $275.7K | 0.05% | +925 | New |
| Concentrum Wealth Management | 924 | $275.4K | 0.07% | +924 | New |
| Summit Wealth Group, LLC | 923 | $275.1K | 0.06% | +923 | New |
| Lifetime Wealth Management P.C. | 923 | $275.1K | 0.16% | +923 | New |
| Elgethun Capital Management | 923 | $275.0K | 0.04% | +79+9.4% | Added |
| SFE Investment Counsel | 922 | $274.9K | 0.04% | +922 | New |
| Oak Harbor Wealth Partners, LLC | 922 | $274.8K | 0.10% | −208−18.4% | Reduced |
| First Financial Bank - Trust Division | 920 | $274.2K | 0.02% | +920 | New |
| Act Wealth Management, LLC | 920 | $274.2K | 0.08% | +920 | New |
| Plante Moran Financial Advisors, LLC | 917 | $273.3K | 0.01% | +509+124.8% | Added |
| Quarry LP | 914 | $272.4K | 0.04% | +914 | New |
| AssuredPartners Investment Advisors, LLC | 914 | $272.3K | 0.03% | +914 | New |
| Peoples Bank | 909 | $270.9K | 0.14% | +909 | New |
| Client 1st Advisory Group, LLC | 908 | $270.6K | 0.07% | +908 | New |
| NTV Asset Management LLC | 907 | $270.3K | 0.03% | +907 | New |
| Tortoise Investment Management, LLC | 906 | $270.1K | 0.02% | +906 | New |
| Frederick Financial Consultants, LLC | 904 | $269.4K | 0.11% | +904 | New |
| First Commonwealth Financial Corp | 902 | $268.9K | 0.04% | +902 | New |
| Lake Street Financial LLC | 902 | $268.9K | 0.03% | −252−21.8% | Reduced |
| Winning Points Advisors, LLC | 900 | $268.3K | 0.35% | +900 | New |
| Approach Retirement Advisors, LLC | 899 | $268.0K | 0.19% | +899 | New |
| 4WEALTH Advisors, Inc. | 937 | $267.5K | 0.21% | +937 | New |
| Accelerate Investment Advisors LLC | 895 | $266.9K | 0.15% | +895 | New |
| Kellett Schaffner Wealth Advisors LLC | 895 | $266.9K | 0.12% | +895 | New |
| Keating Financial Advisory Services, Inc. | 895 | $266.8K | 0.04% | +262+41.4% | Added |
| Aristotle Capital Management, LLC | 890 | $265.3K | 0.00% | +890 | New |
| Vantus Wealth LLC | 890 | $265.3K | 0.14% | +890 | New |
| Colonial River Wealth Management, LLC | 888 | $264.7K | 0.08% | −235−20.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 887 | $264.4K | 0.02% | −1−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 893 | $264.4K | 0.16% | +893 | New |
| Paladin Wealth, LLC | 886 | $264.1K | 0.15% | +886 | New |
| Sightline Wealth Advisors, LLC | 885 | $263.8K | 0.10% | +885 | New |
| Dynamic Wealth Strategies, LLC | 883 | $263.2K | 0.14% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 882 | $262.9K | 0.15% | +882 | New |
| Hamilton Capital, LLC | 881 | $262.6K | 0.01% | +881 | New |
| Abacus Wealth Partners, LLC | 881 | $262.5K | 0.03% | +881 | New |
| Oxbow Advisors, LLC | 880 | $262.3K | 0.02% | +880 | New |
| Tranquilli Financial Advisor LLC | 878 | $261.7K | 0.14% | +878 | New |
| Alpha Zero LLC | 897 | $261.2K | 0.10% | +897 | New |
| Operose Advisors LLC | 875 | $260.8K | 0.05% | −1,214−58.1% | Reduced |
| Biltmore Family Office, LLC | 875 | $260.8K | 0.03% | +875 | New |
| Provident Wealth Management, LLC | 875 | $260.8K | 0.07% | +875 | New |
| Almanack Investment Partners, LLC. | 873 | $260.2K | 0.03% | +873 | New |
| Second Half Financial Partners, LLC | 873 | $260.2K | 0.11% | +873 | New |
| CRA Financial Services, LLC | 873 | $260.1K | 0.03% | +873 | New |
| Quilter Plc | 870 | $259.3K | 0.00% | +870 | New |
| Magnolia Capital Management Ltd | 868 | $259.0K | 0.18% | +868 | New |
| Graves-Light Private Wealth Management, Inc. | 867 | $258.4K | 0.02% | +867 | New |
