| Baystate Wealth Management LLC | 369 | $147.9K | 0.01% | +2+0.5% | Added |
| CGC Financial Services, LLC | 371 | $148.4K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 372 | $148.8K | 0.00% | +140+60.3% | Added |
| Arrow Financial Corp | 377 | $150.8K | 0.02% | −270−41.7% | Reduced |
| Islay Capital Management, LLC | 380 | $152.0K | 0.12% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 383 | $153.2K | 0.00% | −23−5.7% | Reduced |
| Pittenger & Anderson Inc | 388 | $155.2K | 0.01% | +88+29.3% | Added |
| DT Investment Partners, LLC | 400 | $158.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 398 | $159.1K | 0.07% | +368+1,226.7% | Added |
| Bellevue Asset Management, LLC | 400 | $159.9K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $160.0K | 0.01% | +4+1.0% | Added |
| Plato Investment Management Ltd | 405 | $161.9K | 0.20% | +405 | New |
| Icon Wealth Advisors, LLC | 408 | $163.1K | 0.02% | +408 | New |
| AJOVista, LLC | 414 | $165.5K | 0.21% | +414 | New |
| Plante Moran Financial Advisors, LLC | 415 | $165.9K | 0.02% | −28−6.3% | Reduced |
| Sittner & Nelson, LLC | 416 | $166.3K | 0.09% | 00.0% | Unchanged |
| Northwest Financial Advisors | 417 | $166.9K | 0.14% | +417 | New |
| Hoey Investments, Inc | 419 | $167.5K | 0.05% | −2,198−84.0% | Reduced |
| IAG Wealth Partners, LLC | 420 | $167.9K | 0.04% | −65−13.4% | Reduced |
| Beacon Capital Management, LLC | 462 | $174.4K | 0.05% | −53−10.3% | Reduced |
| American State Bank (Iowa) | 444 | $177.5K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 445 | $177.9K | 0.13% | +445 | New |
| BKM Wealth Management, LLC | 450 | $179.9K | 0.08% | +450 | New |
| Eagle Bay Advisors LLC | 462 | $184.6K | 0.12% | −169−26.8% | Reduced |
| Hexagon Capital Partners LLC | 468 | $187.1K | 0.05% | −13−2.7% | Reduced |
| Miller Wealth Advisors, LLC | 476 | $190.3K | 0.12% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 477 | $190.7K | 0.05% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 485 | $193.9K | 0.06% | +485 | New |
| Pin Oak Investment Advisors Inc | 485 | $195.0K | 0.20% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 494 | $197.7K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 495 | $198.1K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $199.9K | 0.18% | +500 | New |
| Tennessee Valley Asset Management Partners | 500 | $200.0K | 0.05% | +500 | New |
| First Dallas Securities Inc. | 503 | $201.0K | 0.10% | −3,497−87.4% | Reduced |
| Wayfinding Financial, LLC | 504 | $201.0K | 0.14% | +504 | New |
| West Family Investments, Inc. | 503 | $201.1K | 0.07% | +503 | New |
| Vigilare Wealth Management | 504 | $201.5K | 0.10% | +504 | New |
| Carlson Capital Management | 505 | $201.9K | 0.01% | +505 | New |
| Creative Financial Designs Inc | 505 | $202.0K | 0.02% | +33+7.0% | Added |
| Madison Asset Management, LLC | 507 | $202.7K | 0.00% | +507 | New |
| United Asset Strategies, Inc. | 507 | $202.7K | 0.02% | +507 | New |
| Perfromance Wealth Partners, LLC | 508 | $203.1K | 0.01% | +508 | New |
| Eagle Wealth Strategies LLC | 509 | $203.6K | 0.12% | +509 | New |
| Acorn Wealth Advisors, LLC | 510 | $204.0K | 0.12% | −35−6.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 512 | $204.7K | 0.13% | +512 | New |
| G&S Capital LLC | 513 | $205.1K | 0.10% | +513 | New |
| Security National Bank of Sioux City Iowa | 514 | $205.5K | 0.16% | +514 | New |
| Legacy Financial Strategies, LLC | 515 | $205.9K | 0.06% | +515 | New |
| V-Square Quantitative Management LLC | 517 | $206.7K | 0.05% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 518 | $207.3K | 0.08% | +518 | New |
| Global Trust Asset Management, LLC | 518 | $207.3K | 0.09% | −51−9.0% | Reduced |
| WealthPlan Investment Management, LLC | 519 | $207.5K | 0.03% | +519 | New |
| Forte Capital LLC | 520 | $207.9K | 0.03% | −120−18.8% | Reduced |
| Black Diamond Financial, LLC | 520 | $207.9K | 0.06% | +520 | New |
| High Net Worth Advisory Group LLC | 520 | $207.9K | 0.08% | +520 | New |
| Greenwich Wealth Management LLC | 519 | $208.0K | 0.02% | −16−3.0% | Reduced |
| Range Financial Group LLC | 521 | $208.3K | 0.13% | +521 | New |
| MEMBERS Trust Co | 524 | $209.2K | 0.01% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 524 | $209.5K | 0.11% | +524 | New |
| Seven Mile Advisory | 524 | $209.5K | 0.18% | +524 | New |
| Novak & Powell Financial Services, Inc. | 524 | $209.5K | 0.14% | +524 | New |
| Brooks, Moore & Associates, Inc. | 525 | $209.9K | 0.14% | +525 | New |
| Grassi Investment Management | 525 | $210.0K | 0.02% | +525 | New |
| Callan Capital, LLC | 527 | $210.8K | 0.02% | +527 | New |
| Integrity Wealth Solutions LLC | 526 | $211.1K | 0.15% | +526 | New |
| First Financial Corp | 529 | $211.5K | 0.11% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 531 | $212.3K | 0.02% | −124−18.9% | Reduced |
| McLean Asset Management Corp | 538 | $213.0K | 0.08% | +8+1.5% | Added |
| Cedar Brook Financial Partners, LLC | 546 | $213.1K | 0.05% | +546 | New |
| Wells Trecaso Financial Group, LLC | 533 | $213.1K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 534 | $213.6K | 0.16% | +534 | New |
| Cowa, LLC | 535 | $213.9K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 536 | $214.2K | 0.03% | −109−16.9% | Reduced |
| Union Savings Bank | 536 | $214.3K | 0.12% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 536 | $214.3K | 0.17% | −23−4.1% | Reduced |
| One Capital Management, LLC | 537 | $214.7K | 0.01% | −64−10.6% | Reduced |
| First National Bank | 538 | $215.1K | 0.17% | −5−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 538 | $215.1K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 538 | $215.3K | 0.02% | +538 | New |
| Archford Capital Strategies, LLC | 541 | $216.3K | 0.04% | −630−53.8% | Reduced |
| Zullo Investment Group, Inc. | 543 | $217.3K | 0.11% | +543 | New |
| Renasant Bank | 544 | $217.5K | 0.17% | −253−31.7% | Reduced |
| Addison Capital Co | 544 | $217.6K | 0.14% | −132−19.5% | Reduced |
| Taylor Financial Group, Inc. | 545 | $217.9K | 0.18% | +545 | New |
| Werba Rubin Papier Wealth Management | 545 | $218.5K | 0.07% | +1+0.2% | Added |
| Obsidian Personal Planning Solutions LLC | 548 | $219.1K | 0.17% | +548 | New |
| Schwartz Investment Counsel Inc | 550 | $219.9K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 550 | $219.9K | 0.12% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 550 | $219.9K | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 551 | $220.5K | 0.10% | +13+2.4% | Added |
| Guardian Wealth Advisors, LLC | 552 | $220.8K | 0.03% | +552 | New |
| Traphagen Investment Advisors LLC | 552 | $220.9K | 0.03% | +552 | New |
| Coastal Investment Advisors, Inc. | 553 | $221.2K | 0.05% | −166−23.1% | Reduced |
| Hillsdale Investment Management Inc. | 555 | $221.9K | 0.02% | −230−29.3% | Reduced |
| Libra Wealth LLC | 555 | $221.9K | 0.11% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 556 | $222.3K | 0.01% | +556 | New |
| Clear Creek Financial Management, LLC | 557 | $222.9K | 0.04% | +557 | New |
| OneAscent Wealth Management LLC | 558 | $223.0K | 0.09% | +14+2.6% | Added |
| Burford Brothers, Inc. | 559 | $223.5K | 0.16% | +559 | New |
| Marietta Investment Partners LLC | 560 | $223.9K | 0.06% | 00.0% | Unchanged |
