| Harvest Investment Services, LLC | 750 | $223.6K | 0.03% | +750 | New |
| Monetary Management Group Inc | 750 | $223.6K | 0.05% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 750 | $223.6K | 0.03% | +750 | New |
| Solidarilty Wealth, LLC | 748 | $223.0K | 0.04% | +748 | New |
| Silverlake Wealth Management LLC | 748 | $222.9K | 0.04% | +748 | New |
| 4J Wealth Management LLC | 748 | $222.9K | 0.11% | +748 | New |
| Master's Wealth Management Inc. | 747 | $222.7K | 0.07% | +747 | New |
| Fortis Capital Management LLC | 746 | $222.4K | 0.03% | +746 | New |
| Eight 31 Financial LLC | 745 | $222.2K | 0.13% | +745 | New |
| Talon Private Wealth, LLC | 745 | $222.1K | 0.03% | +745 | New |
| Becker Capital Management Inc | 744 | $221.8K | 0.01% | +744 | New |
| Brookwood Investment Group LLC | 743 | $221.6K | 0.03% | −392−34.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 742 | $221.2K | 0.05% | −33−4.3% | Reduced |
| Clifford Group, LLC | 741 | $220.9K | 0.15% | +741 | New |
| Invera Wealth Advisors, LLC | 740 | $220.6K | 0.12% | +740 | New |
| Clear Wave Wealth Management LLC | 739 | $220.3K | 0.05% | +739 | New |
| Wealth Management Partners, LLC | 738 | $220.0K | 0.05% | +738 | New |
| WBI Investments | 738 | $219.8K | 0.05% | +738 | New |
| WNY Asset Management, LLC | 737 | $219.7K | 0.02% | +737 | New |
| Sovran Advisors, LLC | 792 | $219.4K | 0.02% | +792 | New |
| High Net Worth Advisory Group LLC | 733 | $218.7K | 0.05% | +733 | New |
| Weaver Capital Management LLC | 1,125 | $218.4K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 732 | $218.2K | 0.02% | −103−12.3% | Reduced |
| Optivise Advisory Services LLC | 731 | $218.0K | 0.11% | +731 | New |
| Oxford Financial Group Ltd | 728 | $217.0K | 0.01% | +728 | New |
| Friday Financial | 738 | $216.5K | 0.06% | +738 | New |
| Pacific Point Advisors, LLC | 726 | $216.4K | 0.10% | +726 | New |
| McElhenny Sheffield Capital Management, LLC | 725 | $216.1K | 0.05% | +725 | New |
| Abundance Wealth Counselors | 725 | $216.1K | 0.01% | +725 | New |
| Shum Financial Group, Inc. | 725 | $216.1K | 0.13% | +725 | New |
| Pearl Planning LLC | 720 | $214.6K | 0.10% | +720 | New |
| Silver Oak Advisory Group, Inc. | 720 | $214.0K | 0.08% | +720 | New |
| Bangor Savings Bank | 714 | $212.8K | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 714 | $212.8K | 0.02% | +714 | New |
| Citizens & Northern Corp | 713 | $212.5K | 0.05% | +713 | New |
| Heritage Investment Group, Inc. | 713 | $212.5K | 0.03% | +713 | New |
| North Dallas Bank & Trust Co | 713 | $212.5K | 0.13% | +713 | New |
| IFC Advisors LLC | 713 | $212.5K | 0.03% | +713 | New |
| B & T Capital Management DBA Alpha Capital Management | 710 | $211.8K | 0.03% | +710 | New |
| Boltwood Capital Management | 710 | $211.6K | 0.05% | +710 | New |
| Willner & Heller, LLC | 709 | $211.3K | 0.13% | +709 | New |
| Enzi Wealth | 691 | $211.1K | 0.07% | +691 | New |
| CoreFirst Bank & Trust | 708 | $211.0K | 0.10% | 00.0% | Unchanged |
| Carson Advisory Inc. | 707 | $210.8K | 0.10% | +707 | New |
| Wiser Wealth Management, Inc | 707 | $210.7K | 0.04% | +707 | New |
| Cane Capital Partners, LLC | 707 | $210.7K | 0.08% | +707 | New |
| Inspire Advisors, LLC | 706 | $210.3K | 0.01% | +706 | New |
| Sutton Place Investors LLC | 705 | $210.1K | 0.10% | +705 | New |
| Tower Bridge Advisors | 704 | $209.8K | 0.02% | +704 | New |
| Klingenstein Fields & Co LP | 702 | $209.2K | 0.01% | +702 | New |
| StoryOne LLC | 702 | $209.2K | 0.10% | +702 | New |
| Certified Advisory Corp | 700 | $208.7K | 0.02% | +700 | New |
| McRae Capital Management Inc | 700 | $208.6K | 0.04% | +700 | New |
| Fairview Capital Investment Management, LLC | 700 | $208.6K | 0.01% | +700 | New |
| Hartree Partners, LP | 700 | $208.6K | 0.04% | +700 | New |
| Madrona Financial Services, LLC | 699 | $208.4K | 0.04% | +699 | New |
| Baron Wealth Management LLC | 699 | $208.3K | 0.05% | +699 | New |
| Kera Capital Partners, Inc. | 698 | $208.1K | 0.02% | +698 | New |
| Smith Thornton Advisors LLC | 696 | $207.9K | 0.09% | +696 | New |
| Madison Wealth Partners, Inc | 697 | $207.9K | 0.03% | +697 | New |
| REYL & Cie S.A. | 1,067 | $207.7K | 0.24% | +1,067 | New |
| Washington Trust Bank | 695 | $207.2K | 0.01% | +695 | New |
| Awm Capital, LLC | 692 | $206.1K | 0.02% | +692 | New |
| Wealth Dimensions Group, Ltd. | 690 | $205.8K | 0.04% | +690 | New |
| Westbourne Investment Advisors, Inc. | 690 | $205.7K | 0.06% | +690 | New |
| Canvas Wealth Advisors, LLC | 690 | $205.7K | 0.03% | +690 | New |
| Latitude Advisors, LLC | 688 | $205.1K | 0.08% | +688 | New |
| Mission Creek Capital Partners, Inc. | 687 | $204.8K | 0.04% | +687 | New |
| Intrust Bank NA | 686 | $204.5K | 0.02% | +686 | New |
| Archetype Wealth Partners | 678 | $202.0K | 0.02% | +678 | New |
| Fairfield Financial Advisors, LTD | 675 | $201.2K | 0.08% | +675 | New |
| Seldon Capital LP | 672 | $200.3K | 0.06% | +672 | New |
| WealthPoint Financial, LLC | 672 | $200.3K | 0.15% | +672 | New |
| Chesapeake Asset Management LLC | 663 | $197.6K | 0.15% | +23+3.6% | Added |
| Bruce G. Allen Investments, LLC | 657 | $195.8K | 0.12% | −154−19.0% | Reduced |
| Asset Planning,Inc | 636 | $189.5K | 0.12% | +2+0.3% | Added |
| Kings Path Partners LLC | 633 | $188.7K | 0.05% | +73+13.0% | Added |
| Maryland Capital Advisors Inc. | 627 | $186.9K | 0.06% | +627 | New |
| Armstrong Advisory Group, Inc | 624 | $185.9K | 0.01% | +1+0.2% | Added |
| Keystone Financial Group, Inc. | 623 | $185.6K | 0.10% | +2+0.3% | Added |
| Fairscale Capital, LLC | 611 | $182.1K | 0.11% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 601 | $179.1K | 0.02% | +204+51.4% | Added |
| Richardson Capital Management LLC | 583 | $173.8K | 0.07% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 577 | $171.9K | 0.04% | +337+140.4% | Added |
| Cascades Capital Asset Management, LLC | 576 | $171.7K | 0.06% | −63−9.9% | Reduced |
| Key Financial Inc | 573 | $170.8K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 566 | $168.8K | 0.17% | −69−10.9% | Reduced |
| Gables Capital Management Inc. | 565 | $168.4K | 0.06% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 564 | $168.3K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 562 | $167.5K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 561 | $167.2K | 0.05% | +31+5.8% | Added |
| Axiom Investment Management LLC | 559 | $166.6K | 0.11% | +109+24.2% | Added |
| Avion Wealth | 560 | $166.0K | 0.03% | +38+7.3% | Added |
| Gold Investment Management Ltd. | 555 | $165.4K | 0.04% | −351−38.7% | Reduced |
| Ares Financial Consulting, LLC | 554 | $165.2K | 0.12% | +21+3.9% | Added |
| S&T Bank | 553 | $164.8K | 0.05% | −14−2.5% | Reduced |
| High Note Wealth, LLC | 547 | $163.0K | 0.03% | −2−0.4% | Reduced |
| Triumph Capital Management | 543 | $161.9K | 0.03% | +22+4.2% | Added |
| Wellington Shields Capital Management, LLC | 540 | $161.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 535 | $159.5K | 0.03% | 00.0% | Unchanged |
