| First National Bank of South Miami | 821 | $197.0K | 0.15% | +48+6.2% | Added |
| Tilia Fiduciary Partners, Inc. | 825 | $197.7K | 0.19% | −3−0.4% | Reduced |
| Patton Fund Management, Inc. | 836 | $200.0K | 0.06% | +836 | New |
| Fiera Capital Corp | 837 | $200.5K | 0.00% | +837 | New |
| Apella Capital, LLC | 838 | $200.8K | 0.02% | +838 | New |
| Gemmer Asset Management LLC | 839 | $201.0K | 0.03% | +839 | New |
| Encompass Wealth Advisors, LLC | 841 | $201.5K | 0.07% | +841 | New |
| Requisite Capital Management, LLC | 842 | $201.8K | 0.06% | +842 | New |
| KC Investment Advisors, LLC | 844 | $202.0K | 0.19% | +844 | New |
| Smallwood Wealth Investment Management, LLC | 845 | $202.3K | 0.17% | +845 | New |
| Paces Ferry Wealth Advisors, LLC | 846 | $202.6K | 0.20% | +846 | New |
| Covenant Asset Management, LLC | 852 | $204.1K | 0.07% | +852 | New |
| West Michigan Advisors, LLC | 852 | $204.1K | 0.15% | +852 | New |
| Per Stirling Capital Management, LLC. | 853 | $204.3K | 0.04% | +853 | New |
| Legacy Financial Group, Inc. | 854 | $204.6K | 0.13% | +854 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 860 | $206.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 863 | $206.7K | 0.04% | +863 | New |
| Teza Capital Management LLC | 868 | $207.9K | 0.04% | +868 | New |
| Orion Capital Management LLC | 869 | $208.2K | 0.15% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 873 | $209.1K | 0.04% | −918−51.3% | Reduced |
| Telemus Capital, LLC | 842 | $209.5K | 0.02% | +842 | New |
| Kohmann Bosshard Financial Services, LLC | 875 | $209.6K | 0.04% | +875 | New |
| Adams Wealth Management | 876 | $209.9K | 0.07% | +876 | New |
| Plante Moran Financial Advisors, LLC | 877 | $210.1K | 0.03% | −101−10.3% | Reduced |
| J. Goldman & Co LP | 877 | $210.1K | 0.01% | +877 | New |
| Ten Capital Wealth Advisors, LLC | 884 | $211.8K | 0.08% | +155+21.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 885 | $212.0K | 0.11% | +885 | New |
| Kornitzer Capital Management Inc | 887 | $212.5K | 0.00% | +887 | New |
| One Charles Private Wealth Services, LLC | 887 | $212.6K | 0.14% | +887 | New |
| WealthBridge Capital Management, LLC | 888 | $212.7K | 0.09% | −833−48.4% | Reduced |
| SYSTM Wealth Solutions LLC | 888 | $212.7K | 0.03% | +888 | New |
| Wedgewood Investors Inc | 893 | $213.9K | 0.28% | +893 | New |
| Farmers & Merchants Trust Co of Long Beach | 894 | $214.2K | 0.06% | +894 | New |
| Manchester Financial Inc | 897 | $214.9K | 0.06% | +897 | New |
| Shufro Rose & Co LLC | 900 | $215.6K | 0.02% | +900 | New |
| Cullen Capital Management LLC | 900 | $215.6K | 0.00% | +900 | New |
| Baker Ellis Asset Management LLC | 900 | $215.6K | 0.04% | +900 | New |
| Ballew Advisors, Inc | 847 | $216.0K | 0.17% | +847 | New |
| O'Rourke & Company, Inc | 901 | $216.0K | 0.17% | +901 | New |
| Blodgett Wealth Advisors, LLC | 902 | $216.1K | 0.26% | +902 | New |
| Coulter & Justus Financial Services, LLC | 906 | $217.0K | 0.15% | +906 | New |
| HTG Investment Advisors, Inc. | 906 | $217.0K | 0.22% | +906 | New |
| Pettee Investors, Inc. | 908 | $218.0K | 0.11% | +908 | New |
| One River Asset Management, LLC | 911 | $218.7K | 0.15% | +911 | New |
| Spartan Planning & Wealth Management | 915 | $219.2K | 0.27% | +913+45,650.0% | Added |
| Tandem Wealth Advisors LLC | 917 | $219.7K | 0.14% | +917 | New |
| Destination Wealth Management | 919 | $220.2K | 0.01% | +919 | New |
| PAX Financial Group, LLC | 919 | $220.3K | 0.06% | +919 | New |
| Meeder Asset Management Inc | 921 | $220.6K | 0.02% | −6,226−87.1% | Reduced |
| Keystone Financial Group | 921 | $220.7K | 0.04% | +921 | New |
| JTC Employer Solutions Trusteee Ltd | 920 | $221.0K | 0.02% | 00.0% | Unchanged |
| Citizens & Northern Corp | 925 | $221.6K | 0.09% | +925 | New |
| Capital Directions Investment Advisors, LLC | 928 | $222.3K | 0.08% | +928 | Added |
| Brady Family Wealth, LLC | 929 | $222.6K | 0.09% | +929 | New |
| Verus Financial Partners, Inc. | 884 | $223.1K | 0.03% | +884 | New |
| Aveo Capital Partners, LLC | 932 | $223.3K | 0.03% | +932 | New |
| Capital City Trust Co | 933 | $223.5K | 0.07% | +933 | New |
| Marex Group plc | 937 | $224.5K | 0.03% | +937 | New |
| Headinvest, LLC | 938 | $224.7K | 0.05% | +938 | New |
| Purus Wealth Management, LLC | 939 | $224.9K | 0.20% | +939 | New |
| Secure Asset Management, LLC | 942 | $225.6K | 0.08% | +942 | New |
| Apexium Financial, LP | 944 | $226.1K | 0.02% | +944 | New |
| Abbot Financial Management, Inc. | 950 | $227.6K | 0.16% | +950 | New |
| Sterling Financial Planning, Inc. | 950 | $227.6K | 0.14% | +950 | New |
| Eclectic Associates Inc | 953 | $228.2K | 0.11% | −273−22.3% | Reduced |
| Exchange Capital Management, Inc. | 953 | $228.3K | 0.05% | +953 | New |
| Green Harvest Asset Management LLC | 953 | $228.3K | 0.01% | +953 | New |
| Castleview Partners, LLC | 957 | $229.3K | 0.22% | −20−2.0% | Reduced |
| Braun-Bostich & Associates Inc. | 958 | $229.5K | 0.66% | +958 | New |
| First PREMIER Bank | 961 | $230.0K | 0.07% | −75−7.2% | Reduced |
| First National Bank of Omaha | 962 | $231.0K | 0.01% | +962 | New |
| Wedge Capital Management L L P | 963 | $231.0K | 0.00% | +963 | New |
| Pettyjohn, Wood & White, Inc | 965 | $231.0K | 0.06% | +965 | New |
| Calton & Associates, Inc. | 966 | $231.4K | 0.09% | +966 | New |
| Grant/GrossMendelsohn, LLC | 931 | $231.8K | 0.12% | +931 | New |
| MGO Private Wealth, LLC | 969 | $232.1K | 0.11% | +969 | New |
| Crown Wealth Group, LLC | 970 | $232.4K | 0.22% | +970 | New |
| Vigilare Wealth Management | 975 | $233.6K | 0.14% | +975 | New |
| Rede Wealth, LLC | 975 | $233.6K | 0.13% | +975 | New |
| Tyler-Stone Wealth Management | 978 | $234.0K | 0.16% | +2+0.2% | Added |
| Verition Fund Management LLC | 979 | $234.5K | 0.00% | −11,284−92.0% | Reduced |
| Financial Perspectives, Inc | 980 | $234.8K | 0.12% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 981 | $235.0K | 0.03% | −26−2.6% | Reduced |
| Community Trust & Investment Co | 981 | $235.0K | 0.02% | +981 | New |
| Gries Financial LLC | 984 | $236.0K | 0.08% | +984 | New |
| FDx Advisors, Inc. | 985 | $236.0K | 0.01% | +985 | New |
| Ifrah Financial Services, Inc. | 985 | $236.0K | 0.08% | +985 | New |
| Peterson Wealth Advisors, LLC | 987 | $236.4K | 0.07% | +987 | New |
| CFO4Life, L.P. | 988 | $236.7K | 0.05% | +988 | New |
| CFO4Life Group, LLC | 988 | $236.7K | 0.05% | +988 | New |
| Claro Advisors LLC | 989 | $236.9K | 0.08% | +989 | New |
| Security National Bank of Sioux City Iowa | 989 | $237.0K | 0.18% | +989 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 991 | $237.0K | 0.12% | +991 | New |
| Retirement Planning Group | 992 | $237.6K | 0.03% | +992 | New |
| Meridian Wealth Advisors, LLC | 992 | $237.6K | 0.06% | +992 | New |
| Symphony Financial, Ltd. Co. | 958 | $237.9K | 0.06% | +958 | New |
| Capital Group Private Client Services, Inc. | 995 | $238.4K | 0.00% | +995 | New |
| Quattro Financial Advisors LLC | 1,000 | $239.6K | 0.10% | −1,000−50.0% | Reduced |
| Northwest Bancshares, Inc. | 1,000 | $239.6K | 0.05% | −300−23.1% | Reduced |
| S.A. Mason LLC | 1,000 | $239.6K | 0.18% | 00.0% | Unchanged |
