| DiNuzzo Private Wealth, Inc. | 418 | $175.8K | 0.02% | +1+0.2% | Added |
| Dunhill Financial, LLC | 431 | $181.4K | 0.13% | +29+7.2% | Added |
| Perkins Coie Trust Co | 465 | $195.5K | 0.05% | −297−39.0% | Reduced |
| Loomis Sayles & Co L P | 469 | $197.0K | 0.00% | +9+2.0% | Added |
| MB, Levis & Associates, LLC | 474 | $199.3K | 0.11% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 475 | $199.7K | 0.00% | +30+6.7% | Added |
| Rogco, LP | 476 | $200.2K | 0.08% | −42−8.1% | Reduced |
| Orgel Wealth Management, LLC | 477 | $200.6K | 0.01% | −101−17.5% | Reduced |
| HRC Wealth Management, LLC | 477 | $200.6K | 0.15% | +477 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 477 | $201.0K | 0.08% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 478 | $201.0K | 0.14% | +478 | New |
| FinDec Wealth Services, Inc. | 478 | $201.0K | 0.13% | +478 | New |
| Cascade Wealth Advisors, Inc | 500 | $201.6K | 0.17% | +500 | New |
| Chatham Capital Group, Inc. | 480 | $201.8K | 0.04% | +480 | New |
| Prospect Financial Services LLC | 480 | $201.9K | 0.17% | +480 | New |
| Lesa Sroufe & Co | 480 | $202.0K | 0.19% | +480 | New |
| Benedetti & Gucer, Inc. | 483 | $203.0K | 0.10% | +483 | New |
| Silver Coast Investments LLC | 484 | $203.5K | 0.08% | +484 | New |
| C M Bidwell & Associates Ltd | 486 | $204.4K | 0.14% | −5−1.0% | Reduced |
| O'Connor Financial Group LLC | 486 | $204.4K | 0.12% | +486 | New |
| WealthTrust Asset Management, LLC | 487 | $204.8K | 0.16% | −200−29.1% | Reduced |
| SS&H Financial Advisors, Inc. | 488 | $205.0K | 0.09% | +488 | New |
| Bond & Devick Financial Network, Inc. | 489 | $205.6K | 0.11% | −277−36.2% | Reduced |
| Verity & Verity, LLC | 489 | $205.6K | 0.02% | +489 | New |
| Beck Bode, LLC | 491 | $206.5K | 0.04% | +491 | New |
| Frontier Asset Management, LLC | 491 | $206.5K | 0.08% | +491 | New |
| Copperleaf Capital, LLC | 491 | $206.5K | 0.18% | +491 | New |
| LifePlan Investment Advisors, Inc. | 493 | $207.3K | 0.17% | +493 | New |
| Pingora Partners LLC | 494 | $207.7K | 0.15% | +97+24.4% | Added |
| Rodgers & Associates, LTD | 495 | $208.2K | 0.03% | +495 | New |
| Avid Wealth Partners LLC | 495 | $208.2K | 0.17% | +495 | New |
| Portman Square Capital LLP | 500 | $210.3K | 0.05% | −247−33.1% | Reduced |
| Drexel Morgan & Co. | 500 | $210.3K | 0.04% | −193−27.8% | Reduced |
| Raub Brock Capital Management LP | 500 | $210.3K | 0.04% | +500 | New |
| Stanley-Laman Group, Ltd. | 500 | $210.3K | 0.03% | +500 | New |
| Legal Advantage Investments, Inc. | 500 | $210.3K | 0.12% | +500 | New |
| RiverTree Advisors, LLC | 500 | $210.3K | 0.14% | +500 | New |
| Fee-Only Financial Planning, L.C. | 500 | $210.3K | 0.14% | +500 | New |
| Quad-Cities Investment Group, LLC | 503 | $211.5K | 0.12% | −51−9.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 503 | $211.5K | 0.17% | +503 | New |
| Raymond James Trust Co. of NH | 504 | $211.9K | 2.11% | +504 | New |
| Saxon Interests, Inc. | 506 | $212.8K | 0.10% | −1,648−76.5% | Reduced |
| Invictus Private Wealth, LLC | 510 | $214.5K | 0.02% | −81−13.7% | Reduced |
| Nixon Capital, LLC | 510 | $214.5K | 0.08% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 510 | $214.5K | 0.07% | +510 | New |
| Burkett Financial Services, LLC | 511 | $214.9K | 0.11% | −925−64.4% | Reduced |
| Joule Financial, LLC | 511 | $214.9K | 0.09% | +511 | New |
| SPC Financial, Inc. | 512 | $215.3K | 0.02% | +512 | New |
| Towercrest Capital Management | 512 | $215.3K | 0.04% | +512 | New |
| Addison Capital Co | 513 | $215.7K | 0.11% | +513 | New |
| Ellerson Group Inc | 515 | $216.6K | 0.17% | +515 | New |
| Valued Retirements, Inc. | 515 | $216.6K | 0.35% | +515 | New |
| Peterson Financial Group, Inc. | 516 | $216.9K | 1.42% | +516 | New |
| Tanglewood Legacy Advisors, LLC | 516 | $217.0K | 0.11% | +8+1.6% | Added |
| Taylor & Morgan Wealth Management, LLC | 516 | $217.0K | 0.16% | +516 | New |
| Rainey & Randall Investment Management Inc. | 518 | $217.8K | 0.05% | +518 | New |
| Interchange Capital Partners, LLC | 519 | $218.3K | 0.15% | +519 | New |
| Pacific Wealth Management | 612 | $218.3K | 0.12% | 00.0% | Unchanged |
| TD Capital Management LLC | 520 | $218.7K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 520 | $218.7K | 0.09% | +520 | New |
| Lockerman Financial Group, Inc. | 520 | $218.7K | 0.42% | +520 | New |
| Auour Investments LLC | 521 | $219.1K | 0.08% | +521 | New |
| Seaside Wealth Management, Inc. | 521 | $219.1K | 0.09% | +521 | New |
| Vertex Planning Partners, LLC | 522 | $219.5K | 0.06% | −187−26.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 523 | $219.9K | 0.04% | +523 | New |
| Northern Financial Advisors Inc | 524 | $220.4K | 0.17% | −92−14.9% | Reduced |
| Global Wealth Strategies & Associates | 525 | $220.8K | 0.08% | +21+4.2% | Added |
| Trellis Wealth Advisors LLC | 526 | $221.2K | 0.12% | +526 | New |
| Camelot Technology Advisors, Inc. | 527 | $221.6K | 0.21% | +527 | New |
| William Howard & Co Financial Advisors Inc | 529 | $222.0K | 0.21% | +529 | New |
| Castleview Partners, LLC | 528 | $222.0K | 0.12% | −47−8.2% | Reduced |
| Core Wealth Advisors, Inc. | 531 | $223.3K | 0.08% | +8+1.5% | Added |
| Sit Investment Associates Inc | 533 | $224.0K | 0.01% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 534 | $224.6K | 0.07% | +534 | New |
| Virginia Wealth Management Group, Inc. | 534 | $224.6K | 0.18% | +534 | New |
| Sara-Bay Financial | 535 | $224.8K | 0.10% | +535 | New |
| Coyle Financial Counsel LLC | 535 | $225.0K | 0.08% | +535 | New |
| Northern Capital Management, Inc. | 538 | $226.2K | 0.16% | +538 | New |
| Beacon Bridge Wealth Partners, LLC | 538 | $226.2K | 0.11% | +538 | New |
| GenWealth Group, Inc. | 539 | $226.7K | 0.06% | −57−9.6% | Reduced |
| Cottage Street Advisors LLC | 540 | $227.1K | 0.14% | +540 | New |
| Stordahl Capital Management, Inc. | 540 | $227.1K | 0.06% | +540 | New |
| TL Private Wealth | 548 | $227.3K | 0.11% | +548 | New |
| Jeppson Wealth Management, LLC | 541 | $227.5K | 0.09% | −31−5.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 544 | $228.8K | 0.08% | +544 | New |
| BluePointe Capital Management, LLC | 547 | $230.0K | 0.16% | +547 | New |
| Winthrop Capital Management, LLC | 550 | $231.0K | 0.11% | +100+22.2% | Added |
| Fortis Group Advisors, LLC | 551 | $231.7K | 0.04% | −551−50.0% | Reduced |
| LPF Advisors LLC | 552 | $232.1K | 0.23% | −80−12.7% | Reduced |
| Strengthening Families & Communities, LLC | 554 | $233.0K | 0.14% | −21−3.7% | Reduced |
| GR Financial Group, LLC | 555 | $233.4K | 0.05% | +555 | New |
| American Capital Advisory, LLC | 756 | $233.4K | 0.20% | +42+5.9% | Added |
| RiverGlades Family Offices LLC | 575 | $235.1K | 0.19% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 560 | $235.5K | 0.08% | +60+12.0% | Added |
| Touchstone Capital, Inc. | 561 | $235.9K | 0.30% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $236.2K | 0.14% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 563 | $236.8K | 0.15% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 565 | $238.0K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 566 | $238.0K | 0.02% | +566 | New |
| VCI Wealth Management LLC | 569 | $239.3K | 0.16% | +569 | New |
