| Manchester Financial Inc | 310 | $206.0K | 0.07% | +310 | New |
| KC Investment Advisors, LLC | 309 | $206.0K | 0.14% | +309 | New |
| Aevitas Wealth Management, Inc. | 312 | $208.0K | 0.12% | +312 | New |
| BNC Wealth Management, LLC | 314 | $209.0K | 0.10% | +314 | New |
| CenterBook Partners LP | 316 | $210.0K | 0.12% | +316 | New |
| Harbor Advisory Corp | 317 | $211.0K | 0.09% | +317 | New |
| Parkside Investments, LLC | 317 | $211.0K | 0.04% | +317 | New |
| Financial Management Professionals, Inc. | 318 | $212.0K | 0.04% | +7+2.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 320 | $213.0K | 0.26% | +320 | New |
| Catalyst Capital Advisors LLC | 321 | $214.0K | 0.01% | +75+30.5% | Added |
| Silicon Valley Capital Partners | 321 | $214.0K | 0.03% | +321 | New |
| Trellis Advisors, LLC | 322 | $214.0K | 0.10% | +322 | New |
| Mairs & Power Inc | 325 | $216.0K | 0.00% | +325 | New |
| Cypress Capital Group | 325 | $216.0K | 0.03% | +325 | New |
| Eidelman Virant Capital | 325 | $216.0K | 0.08% | +325 | New |
| Claret Asset Management Corp | 325 | $216.0K | 0.04% | +325 | New |
| Capital Advisors Wealth Management, LLC | 324 | $216.0K | 0.07% | +324 | New |
| Cowa, LLC | 325 | $216.0K | 0.11% | +325 | New |
| Brewin Dolphin Ltd | 326 | $217.0K | 0.01% | −168−34.0% | Reduced |
| Security National Bank of So Dak | 326 | $217.0K | 0.15% | +326 | New |
| Aveo Capital Partners, LLC | 326 | $217.0K | 0.04% | +326 | New |
| Horizon Family Wealth, Inc. | 325 | $217.0K | 0.22% | +325 | New |
| Finivi Inc. | 402 | $218.0K | 0.23% | +402 | New |
| Cubic Asset Management, LLC | 329 | $219.0K | 0.05% | +329 | New |
| Wolf Group Capital Advisors | 330 | $220.0K | 0.04% | +330 | New |
| Quad-Cities Investment Group, LLC | 330 | $220.0K | 0.14% | +330 | New |
| Smith Chas P & Associates Pa Cpas | 333 | $222.0K | 0.02% | +333 | New |
| Resurgent Financial Advisors LLC | 334 | $222.0K | 0.18% | +334 | New |
| Pictet & Cie (Europe) SA | 335 | $223.0K | 0.01% | +335 | New |
| Hamilton Capital, LLC | 337 | $224.0K | 0.02% | +337 | New |
| Secure Asset Management, LLC | 336 | $224.0K | 0.09% | +336 | New |
| Opal Wealth Advisors, LLC | 339 | $225.0K | 0.14% | +339 | New |
| Beacon Financial Advisory LLC | 339 | $226.0K | 0.10% | +339 | New |
| American Institute for Advanced Investment Management, LLP | 340 | $226.0K | 0.15% | +340 | New |
| PBMares Wealth Management LLC | 343 | $228.0K | 0.10% | +343 | New |
| Parcion Private Wealth LLC | 379 | $229.0K | 0.02% | −477−55.7% | Reduced |
| KB Financial Partners, LLC | 344 | $229.0K | 0.07% | +344 | New |
| Smith Anglin Financial, LLC | 346 | $230.0K | 0.04% | +346 | New |
| Missouri Trust & Investment Co | 346 | $230.0K | 0.13% | +346 | New |
| Roman Butler Fullerton & Co | 349 | $232.0K | 0.10% | +349 | New |
| McGuire Investment Group, LLC | 348 | $232.0K | 0.04% | +348 | New |
| State of Wyoming | 350 | $233.0K | 0.11% | −142−28.9% | Reduced |
| Capital Investment Services of America, Inc. | 350 | $233.0K | 0.02% | +350 | New |
| Lenox Wealth Advisors, LLC | 351 | $234.0K | 0.03% | +2+0.6% | Added |
| Morris Retirement Advisors, LLC | 352 | $234.0K | 0.18% | +352 | New |
| NBW Capital LLC | 354 | $236.0K | 0.05% | +354 | New |
| Sutton Wealth Advisors Inc. | 356 | $236.9K | 0.08% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 356 | $237.0K | 0.04% | +356 | New |
| Trust Co of Kansas | 356 | $237.0K | 0.13% | +356 | New |
| Rosenberg Matthew Hamilton | 358 | $238.0K | 0.08% | +43+13.7% | Added |
| Samalin Investment Counsel, LLC | 358 | $238.0K | 0.14% | +358 | New |
| West Wealth Group, LLC | 358 | $238.0K | 0.09% | +358 | New |
| Heron Financial Group, LLC | 403 | $239.0K | 0.13% | −70−14.8% | Reduced |
| Roberts Wealth Advisors, LLC | 360 | $239.0K | 0.09% | +360 | New |
| DT Investment Partners, LLC | 364 | $242.0K | 0.03% | −212−36.8% | Reduced |
| Accel Wealth Management | 364 | $242.0K | 0.12% | −17−4.5% | Reduced |
| Creative Financial Designs Inc | 365 | $243.0K | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 367 | $244.0K | 0.07% | −6,628−94.8% | Reduced |
| ARGI Investment Services, LLC | 367 | $244.0K | 0.01% | +367 | New |
| PRW Wealth Management LLC | 367 | $244.0K | 0.11% | +367 | New |
| Colonial River Wealth Management, LLC | 366 | $244.0K | 0.13% | +366 | New |
| Barr E S & Co | 368 | $245.0K | 0.02% | +368 | New |
| Univest Financial Corp | 370 | $246.0K | 0.06% | +370 | New |
| Mitchell Sinkler & Starr | 370 | $246.0K | 0.07% | +370 | New |
| Howland Capital Management LLC | 371 | $247.0K | 0.01% | +371 | New |
| BLB&B Advisors, LLC | 374 | $249.0K | 0.02% | −405−52.0% | Reduced |
| Elgethun Capital Management | 375 | $249.0K | 0.09% | +375 | New |
| Meridian Financial, LLC | 375 | $249.5K | 0.23% | +375 | New |
| TRUE Private Wealth Advisors | 377 | $250.0K | 0.04% | +377 | New |
| MainStreet Investment Advisors LLC | 377 | $251.0K | 0.02% | −58−13.3% | Reduced |
| Berkshire Bank | 378 | $251.0K | 0.06% | +378 | New |
| Fortitude Advisory Group L.L.C. | 377 | $251.0K | 0.13% | +377 | New |
| Swarthmore Group Inc | 379 | $252.0K | 0.06% | +379 | New |
| Circle Wealth Management, LLC | 380 | $253.0K | 0.03% | +380 | New |
| Abacus Planning Group, Inc. | 381 | $254.0K | 0.07% | +381 | New |
| VeraBank, N.A. | 381 | $254.0K | 0.13% | +381 | New |
| Red Wave Investments LLC | 381 | $254.0K | 0.09% | +381 | New |
| Grant/GrossMendelsohn, LLC | 411 | $255.0K | 0.20% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 386 | $257.0K | 0.01% | −599−60.8% | Reduced |
| First Command Financial Services, Inc. | 388 | $258.0K | 0.04% | +76+24.4% | Added |
| Headinvest, LLC | 389 | $259.0K | 0.05% | +389 | New |
| Wolff Wiese Magana LLC | 390 | $260.0K | 0.17% | −71−15.4% | Reduced |
| Vantage Consulting Group Inc | 391 | $260.0K | 0.07% | −69−15.0% | Reduced |
| Clarity Wealth Advisors, LLC | 391 | $260.0K | 0.12% | +391 | New |
| Simplify Asset Management Inc. | 390 | $260.0K | 0.03% | +390 | New |
| Wealth Dimensions Group, Ltd. | 391 | $260.0K | 0.13% | +391 | New |
| Syntax Advisors, LLC | 391 | $260.0K | 0.19% | +391 | New |
| Baystate Wealth Management LLC | 391 | $261.0K | 0.02% | +7+1.8% | Added |
| Guyasuta Investment Advisors Inc | 392 | $261.0K | 0.02% | +392 | New |
| TCI Wealth Advisors, Inc. | 394 | $262.0K | 0.04% | −6−1.5% | Reduced |
| Atwood & Palmer Inc | 394 | $262.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 393 | $263.0K | 0.25% | +393 | New |
| Blueshift Asset Management, LLC | 399 | $265.0K | 0.02% | −4,801−92.3% | Reduced |
| Jag Capital Management, LLC | 399 | $265.0K | 0.02% | +399 | New |
| Eagle Strategies LLC | 399 | $265.0K | 0.10% | +399 | New |
| Amussen Hunsaker Associates LLC | 398 | $266.0K | 0.06% | −779−66.2% | Reduced |
| 1776 Wealth LLC | 400 | $266.0K | 0.14% | +400 | New |
| Quent Capital, LLC | 399 | $266.0K | 0.06% | +399 | New |
| Davidson Trust Co | 402 | $267.0K | 0.18% | −101−20.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 401 | $267.0K | 0.03% | +401 | New |
