| Saybrook Capital | 355 | $208.0K | 0.06% | +355 | New |
| ERTS Wealth Advisors, LLC | 355 | $208.0K | 0.06% | +355 | New |
| Journey Advisory Group, LLC | 355 | $208.0K | 0.07% | +355 | New |
| Hoover Financial Advisors, Inc. | 361 | $211.0K | 0.04% | +18+5.2% | Added |
| First City Capital Management, Inc. | 333 | $211.0K | 0.12% | +333 | New |
| Creative Financial Designs Inc | 362 | $212.0K | 0.04% | +19+5.5% | Added |
| Foundations Investment Advisors, LLC | 351 | $212.0K | 0.01% | +351 | New |
| Sumitomo Mitsui Financial Group, Inc. | 361 | $213.0K | 0.00% | −608−62.7% | Reduced |
| RWM Asset Management, LLC | 363 | $213.0K | 0.04% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 363 | $213.0K | 0.04% | +363 | New |
| Tarbox Family Office, Inc. | 365 | $214.0K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 366 | $214.0K | 0.02% | +366 | New |
| Buckhead Capital Management LLC | 367 | $215.0K | 0.05% | −245−40.0% | Reduced |
| Heritage Wealth Management, LLC | 367 | $215.0K | 0.08% | −48−11.6% | Reduced |
| Ayalon Holdings Ltd. | 370 | $216.0K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 369 | $216.0K | 0.06% | +369 | New |
| Single Point Partners, LLC | 368 | $216.0K | 0.07% | +368 | New |
| Holloway Wealth Management, LLC | – | $217.0K | 0.07% | – | – |
| Financial Advisory Corp | 373 | $218.0K | 0.16% | +373 | New |
| Family Management Corp | 373 | $218.0K | 0.06% | +373 | New |
| Kelly Lawrence W & Associates Inc | 374 | $219.0K | 0.05% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 375 | $220.0K | 0.03% | +375 | New |
| Vivid Financial Management, Inc. | 375 | $220.0K | 0.09% | +375 | New |
| Mitchell Sinkler & Starr | 377 | $221.0K | 0.20% | +377 | New |
| Capital Advisors Wealth Management, LLC | 377 | $221.0K | 0.08% | +377 | New |
| Madison Wealth Partners, Inc | 380 | $223.0K | 0.13% | −20−5.0% | Reduced |
| First Business Financial Services, Inc. | 380 | $223.0K | 0.03% | +380 | New |
| Flaharty Asset Management, LLC | 380 | $223.0K | 0.05% | +380 | New |
| Richard P Slaughter Associates Inc | 385 | $225.0K | 0.09% | +385 | New |
| Crawford Investment Counsel Inc | 388 | $227.0K | 0.00% | +388 | New |
| Magnus Financial Group LLC | 387 | $227.0K | 0.05% | +387 | New |
| Carolinas Wealth Consulting LLC | 390 | $228.0K | 0.05% | −1−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 392 | $229.0K | 0.02% | −58−12.9% | Reduced |
| Almanack Investment Partners, LLC. | 391 | $229.0K | 0.02% | +391 | New |
| Adams Wealth Management | 391 | $229.0K | 0.10% | +391 | New |
| Baron Silver Stevens Financial Advisors, LLC | 391 | $229.0K | 0.06% | +391 | New |
| American National Bank | 393 | $230.0K | 0.05% | +375+2,083.3% | Added |
| Barr E S & Co | 393 | $230.0K | 0.02% | +393 | New |
| Stephens Investment Management Group LLC | 395 | $231.0K | 0.00% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 398 | $233.0K | 0.07% | +398 | New |
| Godsey & Gibb Associates | 400 | $234.0K | 0.14% | +400 | New |
| Hutchinson Capital Management | 400 | $234.0K | 0.06% | +400 | New |
| Overbrook Management Corp | 400 | $234.0K | 0.05% | +400 | New |
| Shaker Financial Services, LLC | 400 | $234.0K | 0.09% | +400 | New |
| Teamwork Financial Advisors, LLC | 400 | $234.0K | 0.05% | +400 | New |
| Apella Capital, LLC | 400 | $234.0K | 0.04% | +400 | New |
| Signature Wealth Management Partners, LLC | 400 | $234.0K | 0.21% | +400 | New |
| Cassia Capital Partners, LLC | 399 | $234.0K | 0.18% | +399 | New |
| Stokes Capital Advisors, LLC | 405 | $237.0K | 0.08% | −499−55.2% | Reduced |
| Staley Capital Advisers Inc | 405 | $237.0K | 0.01% | +405 | New |
| BEAM Asset Management, LLC | 405 | $237.0K | 0.20% | +405 | New |
| Sadoff Investment Management LLC | 407 | $238.0K | 0.02% | +407 | New |
| Atlas Capital Advisors LLC | 407 | $238.4K | 0.04% | +22+5.7% | Added |
| VeraBank, N.A. | 408 | $239.0K | 0.14% | +408 | New |
| Stokes Family Office, LLC | 408 | $239.0K | 0.03% | +408 | New |
| Bickling Financial Services, Inc. | 408 | $239.0K | 0.11% | +408 | New |
| McCollum Christoferson Group LLC | 410 | $240.0K | 0.06% | −200−32.8% | Reduced |
| Madison Wealth Management | 412 | $241.0K | 0.05% | +412 | New |
| Global Trust Asset Management, LLC | 413 | $242.0K | 0.12% | 00.0% | Unchanged |
| Novare Capital Management LLC | 415 | $243.0K | 0.03% | +415 | New |
| Cutter & CO Brokerage, Inc. | 416 | $244.0K | 0.06% | −25−5.7% | Reduced |
| Financial Sense Advisors, Inc. | 420 | $246.0K | 0.08% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 422 | $247.0K | 0.25% | −551−56.6% | Reduced |
| Peak Financial Management, Inc. | 421 | $247.0K | 0.08% | −20−4.5% | Reduced |
| Welch Group, LLC | 422 | $247.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 422 | $247.0K | 0.13% | +156+58.6% | Added |
| Sage Mountain Advisors LLC | 427 | $250.0K | 0.04% | +427 | New |
| Financial Advisory Service, Inc. | 428 | $251.0K | 0.02% | −5−1.2% | Reduced |
| Lipe & Dalton | 430 | $252.0K | 0.13% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 431 | $252.0K | 0.19% | +431 | New |
| Cornell Pochily Investment Advisors, Inc. | 432 | $253.0K | 0.11% | +432 | New |
| WealthTrust Asset Management, LLC | 432 | $253.0K | 0.22% | +432 | New |
| Harvest Investment Services, LLC | 435 | $254.0K | 0.11% | +10+2.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $255.0K | 0.00% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 439 | $257.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 441 | $258.0K | 0.09% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 442 | $259.0K | 0.01% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 442 | $259.0K | 0.10% | 00.0% | Unchanged |
| Somerset Trust Co | 445 | $261.0K | 0.11% | +445 | New |
| Enterprise Financial Services Corp | 449 | $263.0K | 0.04% | +4+0.9% | Added |
| RGT Wealth Advisors, LLC | 450 | $264.0K | 0.05% | −26−5.5% | Reduced |
| Yorktown Management & Research Co Inc | 450 | $264.0K | 0.21% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 450 | $264.0K | 0.16% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 453 | $265.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 452 | $265.0K | 0.06% | +452 | New |
| Clarus Group, Inc. | 440 | $266.0K | 0.20% | −121−21.6% | Reduced |
| Vaughan David Investments LLC | 455 | $266.0K | 0.01% | −10−2.2% | Reduced |
| Searle & Co. | 457 | $268.0K | 0.11% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 460 | $269.0K | 0.12% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 460 | $269.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 463 | $271.0K | 0.12% | +5+1.1% | Added |
| Wealthquest Corp | 464 | $271.0K | 0.05% | +464 | New |
| Keystone Financial Group | 464 | $272.0K | 0.05% | −297−39.0% | Reduced |
| Ironwood Investment Counsel, LLC | 465 | $272.0K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 464 | $272.0K | 0.04% | +23+5.2% | Added |
| Resource Management, LLC | 470 | $275.0K | 0.03% | +16+3.5% | Added |
| One Wealth Advisors, LLC | 471 | $276.0K | 0.09% | −277−37.0% | Reduced |
| Cohen Capital Management, Inc. | 472 | $276.0K | 0.05% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 473 | $277.0K | 0.01% | −11−2.3% | Reduced |
| Oak Ridge Investments LLC | 478 | $279.0K | 0.02% | 00.0% | Unchanged |
