| Beta Wealth Group, Inc. | 784 | $204.2K | 0.11% | +784 | New |
| Phoenix Wealth Advisors | 791 | $204.8K | 0.14% | +791 | New |
| S&T Bank | 789 | $205.0K | 0.04% | +789 | New |
| Union Savings Bank | 788 | $205.1K | 0.12% | +125+18.9% | Added |
| HMS Capital Management, LLC | 788 | $205.2K | 0.13% | +788 | New |
| Bruce G. Allen Investments, LLC | 788 | $205.2K | 0.19% | +788 | New |
| Fidelity D & D Bancorp Inc | 789 | $205.4K | 0.16% | +789 | New |
| Reliant Investment Management, LLC | 793 | $206.5K | 0.11% | −82−9.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 795 | $207.1K | 0.01% | −830−51.1% | Reduced |
| Western Financial Corp | 797 | $207.4K | 0.14% | +797 | New |
| Inspire Advisors, LLC | 797 | $207.6K | 0.03% | −615−43.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 799 | $208.0K | 0.12% | +799 | New |
| Mayfair Advisory Group, LLC | 804 | $208.3K | 0.18% | +804 | New |
| Wealth Advisory Solutions, LLC | 800 | $208.3K | 0.07% | −1,048−56.7% | Reduced |
| Salzhauer Michael | 800 | $208.3K | 0.19% | +800 | New |
| Kanen Wealth Management LLC | 800 | $208.3K | 0.15% | +800 | New |
| Slow Capital, Inc. | 800 | $208.3K | 0.04% | +800 | New |
| AlphaCentric Advisors LLC | 800 | $208.3K | 0.14% | +800 | New |
| Total Investment Management Inc | 801 | $208.4K | 0.03% | +801 | New |
| Accel Wealth Management | 801 | $208.5K | 0.10% | +801 | New |
| Arrowroot Family Office, LLC | 802 | $208.8K | 0.15% | +802 | New |
| Academy Capital Management Inc | 803 | $209.1K | 0.04% | +803 | New |
| ZRC Wealth Management, LLC | 909 | $209.1K | 0.13% | +172+23.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 804 | $209.3K | 0.05% | +804 | New |
| Crestone Asset Management LLC | 805 | $209.7K | 0.05% | −169−17.4% | Reduced |
| Warther Private Wealth, LLC | 808 | $210.4K | 0.12% | −1,458−64.3% | Reduced |
| Narus Financial Partners, LLC | 809 | $210.5K | 0.10% | +809 | New |
| Clare Market Investments LLC | 810 | $210.9K | 0.07% | −170−17.3% | Reduced |
| Chartist Inc | 810 | $210.9K | 0.14% | +810 | New |
| Apollon Financial, LLC | 811 | $211.1K | 0.08% | +811 | New |
| Bell & Brown Wealth Advisors, LLC | 814 | $211.9K | 0.10% | +814 | New |
| Spinnaker Investment Group, LLC | 817 | $212.6K | 0.06% | +817 | New |
| McGlone Suttner Wealth Management, Inc. | 818 | $212.9K | 0.04% | +818 | New |
| Verde Capital Management | 820 | $213.4K | 0.08% | −316−27.8% | Reduced |
| TCP Asset Management, LLC | 821 | $213.7K | 0.08% | +821 | New |
| Providence Wealth Advisors, LLC | 2,751 | $214.1K | 0.25% | +2,751 | New |
| Holland Advisory Services, Inc. | 824 | $214.6K | 0.25% | +824 | New |
| Stephen J. Garry & Associates, LLC | 825 | $214.8K | 0.24% | +825 | New |
| Muirfield Wealth Advisors LLC | 827 | $215.4K | 0.23% | +827 | New |
| TTP Investments, Inc. | 828 | $215.6K | 0.09% | +828 | New |
| Harrington Investments, INC | 829 | $215.8K | 0.13% | +829 | New |
| FSA Wealth Management LLC | 829 | $216.0K | 0.10% | −128−13.4% | Reduced |
| Towerpoint Wealth, LLC | 831 | $216.4K | 0.12% | +831 | New |
| Schrum Private Wealth Management LLC | 832 | $216.6K | 0.31% | −6,677−88.9% | Reduced |
| Naples Money Management LLC | 834 | $217.2K | 0.20% | +834 | New |
| Gitterman Wealth Management, LLC | 834 | $217.3K | 0.10% | +834 | New |
| Shepherd Kaplan Krochuk, LLC | 836 | $217.6K | 0.18% | +836 | New |
| KFG Wealth Management, LLC | 838 | $218.0K | 0.10% | −60−6.7% | Reduced |
| Bellwether Advisors, LLC | 841 | $219.0K | 0.05% | −6,100−87.9% | Reduced |
| Parthenon LLC | 847 | $220.5K | 0.03% | +847 | New |
| New Millennium Group LLC | 848 | $220.8K | 0.20% | +1+0.1% | Added |
| Landaas & Co | 849 | $221.0K | 0.08% | −97−10.3% | Reduced |
| Mizuho Securities Co. Ltd. | 850 | $221.3K | 0.79% | −830−49.4% | Reduced |
| Juncture Wealth Strategies, LLC | 850 | $221.3K | 0.10% | +850 | New |
| D L Carlson Investment Group Inc | 788 | $221.4K | 0.05% | +788 | New |
| MinichMacGregor Wealth Management, LLC | 854 | $222.3K | 0.06% | +854 | New |
| Clarity Capital Partners LLC | 854 | $222.3K | 0.16% | +854 | New |
| Focused Wealth Management, Inc | 855 | $222.6K | 0.04% | +20+2.4% | Added |
| Wealth Quarterback LLC | 856 | $222.9K | 0.14% | +856 | New |
| Investment Advisory Group, LLC | 858 | $223.4K | 0.10% | +858 | New |
| Capstone Financial Advisors, Inc. | 859 | $223.6K | 0.02% | +859 | New |
| Mattern Capital Management, LLC | 859 | $223.6K | 0.03% | +859 | New |
| Financial Management Professionals, Inc. | 862 | $224.0K | 0.04% | −8−0.9% | Reduced |
| Mayport, LLC | 867 | $225.7K | 0.10% | +867 | New |
| GSG Advisors LLC | 876 | $226.0K | 0.09% | +876 | New |
| Valley National Advisers Inc | 873 | $227.0K | 0.04% | +57+7.0% | Added |
| Abound Wealth Management | 873 | $227.3K | 0.09% | +43+5.2% | Added |
| Maple Capital Management, Inc. | 873 | $227.3K | 0.02% | +873 | New |
| Prosperity Wealth Management, Inc. | 875 | $227.8K | 0.15% | −105−10.7% | Reduced |
| Affiance Financial, LLC | 876 | $228.1K | 0.07% | −4−0.5% | Reduced |
| Townsend & Associates, Inc | 840 | $228.2K | 0.03% | −562−40.1% | Reduced |
| Institutional & Family Asset Management, LLC | 877 | $228.3K | 0.04% | −11−1.2% | Reduced |
| RPG Investment Advisory, LLC | 880 | $229.1K | 0.04% | +880 | New |
| SWS Partners | 883 | $229.8K | 0.07% | +2+0.2% | Added |
| Sentinel Trust Co Lba | 883 | $230.0K | 0.03% | −17−1.9% | Reduced |
| Motive Wealth Advisors | 884 | $230.2K | 0.27% | −318−26.5% | Reduced |
| Wealthstream Advisors, Inc. | 885 | $230.3K | 0.10% | −60−6.3% | Reduced |
| Founders Capital Management | 885 | $230.4K | 0.17% | +50+6.0% | Added |
| Donald L. Hagan, LLC | 885 | $230.5K | 0.13% | +885 | New |
| Burke & Herbert Bank & Trust Co | 886 | $230.7K | 0.17% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 891 | $231.9K | 0.04% | +45+5.3% | Added |
| Integral Investment Advisors, Inc. | 891 | $232.0K | 0.15% | 00.0% | Unchanged |
| CSM Advisors, LLC | 895 | $233.0K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 898 | $233.7K | 0.26% | −50−5.3% | Reduced |
| Schulhoff & Co Inc | 900 | $234.3K | 0.11% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 900 | $234.3K | 0.01% | 00.0% | Unchanged |
| Bank Ozk | 902 | $234.8K | 0.11% | −17−1.8% | Reduced |
| Johnson & White Wealth Management, LLC | 904 | $235.0K | 0.19% | +904 | New |
| Forbes Financial Planning, Inc. | 904 | $235.4K | 0.22% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 905 | $235.6K | 0.10% | +905 | New |
| Chemistry Wealth Management LLC | 907 | $236.1K | 0.07% | +23+2.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 910 | $236.8K | 0.00% | +21+2.4% | Added |
| Soundmark Wealth Management, LLC | 911 | $237.2K | 0.12% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 913 | $237.7K | 0.01% | +913 | New |
| Dempze Nancy E | 914 | $238.0K | 0.20% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,036 | $238.4K | 0.07% | −11−1.1% | Reduced |
| Ardent Capital Management, Inc. | 917 | $238.7K | 0.13% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 918 | $239.0K | 0.06% | +918 | New |
| Kelly Financial Services LLC | 922 | $239.9K | 0.10% | +10+1.1% | Added |
| Highland Financial Advisors, LLC | 921 | $240.0K | 0.10% | −3−0.3% | Reduced |
