| City State Bank | 604 | $156.0K | 0.10% | +604 | New |
| Crewe Advisors LLC | 614 | $159.0K | 0.03% | −15−2.4% | Reduced |
| Truvestments Capital LLC | 623 | $161.0K | 0.08% | +18+3.0% | Added |
| First Community Trust NA | 635 | $164.2K | 0.14% | +635 | New |
| Adirondack Trust Co | 650 | $168.0K | 0.08% | +5+0.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 651 | $168.0K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 650 | $168.0K | 0.03% | +151+30.3% | Added |
| Reilly Financial Advisors, LLC | 655 | $169.0K | 0.01% | +57+9.5% | Added |
| Evermay Wealth Management LLC | 665 | $172.0K | 0.03% | −855−56.3% | Reduced |
| IMA Wealth, Inc. | 671 | $174.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 712 | $184.0K | 0.01% | −153−17.7% | Reduced |
| Optimum Investment Advisors | 710 | $184.0K | 0.07% | −53−6.9% | Reduced |
| CKW Financial Group | 717 | $190.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 734 | $190.0K | 0.01% | +181+32.7% | Added |
| Hills Bank & Trust Co | 764 | $197.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 780 | $202.0K | 0.06% | +780 | New |
| Cambridge Trust Co | 783 | $203.0K | 0.01% | +783 | New |
| Fortitude Advisory Group L.L.C. | 785 | $203.0K | 0.10% | +785 | New |
| Silverlake Wealth Management LLC | 787 | $203.5K | 0.11% | +787 | New |
| Acorn Financial Advisory Services Inc | 788 | $204.0K | 0.04% | +788 | New |
| Capital Asset Advisory Services LLC | 793 | $205.0K | 0.02% | +793 | New |
| Clean Yield Group | 795 | $206.0K | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 797 | $206.0K | 0.12% | +85+11.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 797 | $206.0K | 0.04% | +797 | New |
| Pointe Capital Management LLC | 795 | $206.0K | 0.13% | +795 | New |
| Pensionmark Financial Group, LLC | 859 | $206.0K | 0.04% | +859 | New |
| CWA Asset Management Group, LLC | 796 | $206.0K | 0.02% | +796 | New |
| Roble, Belko & Company, Inc | 800 | $207.0K | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 800 | $207.0K | 0.03% | +800 | New |
| Mechanics Financial Corp | 800 | $207.0K | 0.10% | +800 | New |
| Triad Financial Advisors, Inc. | 800 | $207.0K | 0.12% | +800 | New |
| Convergence Investment Partners, LLC | 803 | $208.0K | 0.11% | +803 | New |
| Accredited Investors Inc. | 806 | $208.0K | 0.02% | +806 | New |
| Crescent Capital Consulting, LLC | 807 | $209.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 810 | $209.0K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 810 | $209.0K | 0.03% | +737+1,009.6% | Added |
| Total Clarity Wealth Management, Inc. | 811 | $210.0K | 0.10% | +776+2,217.1% | Added |
| Clifford Swan Investment Counsel LLC | 817 | $211.0K | 0.01% | +817 | New |
| Somerset Trust Co | 815 | $211.0K | 0.08% | +815 | New |
| Tradition Wealth Management, LLC | 821 | $212.0K | 0.03% | +4+0.5% | Added |
| HBW Advisory Services LLC | 819 | $212.0K | 0.05% | +819 | New |
| Wealth Architects, LLC | 822 | $213.0K | 0.04% | +822 | New |
| Insight Inv LLC | 822 | $213.0K | 0.20% | +822 | New |
| Bill Few Associates, Inc. | 823 | $213.0K | 0.11% | +823 | New |
| BOK Financial Private Wealth, Inc. | 827 | $214.0K | 0.01% | +827 | New |
| Tacita Capital Inc | 837 | $216.0K | 0.12% | 00.0% | Unchanged |
| Verity & Verity, LLC | 840 | $217.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 839 | $217.0K | 0.00% | +839 | New |
| Wedmont Private Capital | 845 | $218.0K | 0.07% | +845 | New |
| Caldwell Trust Co | 845 | $218.6K | 0.03% | +132+18.5% | Added |
| Northwest Bancshares, Inc. | 846 | $219.0K | 0.04% | +846 | New |
| Successful Portfolios LLC | 847 | $219.0K | 0.12% | +847 | New |
| Evanson Asset Management, LLC | 849 | $220.0K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 851 | $220.0K | 0.02% | +851 | New |
| TD Private Client Wealth LLC | 854 | $220.9K | 0.01% | +62+7.8% | Added |
| Rosenberg Matthew Hamilton | 856 | $221.0K | 0.08% | +86+11.2% | Added |
| Vivaldi Capital Management, LLC | 854 | $221.0K | 0.05% | +854 | New |
| Security National Bank | 855 | $221.0K | 0.05% | +855 | New |
| Park National Corp | 859 | $222.0K | 0.01% | −54−5.9% | Reduced |
| Bath Savings Trust Co | 863 | $223.0K | 0.02% | −270−23.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 861 | $223.0K | 0.04% | −155−15.3% | Reduced |
| Tiedemann Advisors, LLC | 862 | $223.0K | 0.01% | +862 | New |
| Wealthstar Advisors, LLC | 890 | $223.0K | 0.08% | +890 | New |
| Linscomb & Williams, Inc. | 865 | $224.0K | 0.01% | +865 | New |
| Phocas Financial Corp. | 870 | $225.0K | 0.03% | −100−10.3% | Reduced |
| Cypress Capital Management LLC | 870 | $225.0K | 0.03% | +870 | New |
| F/M Investments LLC | 871 | $225.0K | 0.16% | +871 | New |
| Trillium Asset Management, LLC | 872 | $226.0K | 0.01% | −64−6.8% | Reduced |
| Schechter Investment Advisors, LLC | 875 | $226.0K | 0.02% | +875 | New |
| American State Bank (Iowa) | 875 | $226.3K | 0.16% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 883 | $228.0K | 0.00% | −20,371−95.8% | Reduced |
| Headinvest, LLC | 880 | $228.0K | 0.04% | +880 | New |
| AXS Investments LLC | 880 | $228.0K | 0.05% | +880 | New |
| Washington Trust Bank | 887 | $229.0K | 0.02% | +887 | New |
| Stockman Wealth Management, Inc. | 890 | $230.0K | 0.05% | +890 | New |
| Sitrin Capital Management LLC | 890 | $230.0K | 0.11% | +890 | New |
| Advisor Resource Council | 891 | $230.0K | 0.02% | +891 | New |
| Compagnie Lombard Odier SCmA | 897 | $232.0K | 0.00% | +395+78.7% | Added |
| Stoneridge Investment Partners LLC | 897 | $232.0K | 0.11% | +897 | New |
| IPG Investment Advisors LLC | 895 | $232.0K | 0.04% | +895 | New |
| Oakworth Capital, Inc. | 902 | $233.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 903 | $233.0K | 0.05% | +903 | New |
| Ropes Wealth Advisors LLC | 900 | $233.0K | 0.04% | +900 | New |
| Traynor Capital Management, Inc. | 911 | $235.0K | 0.03% | +911 | New |
| Bahl & Gaynor Inc | 915 | $237.0K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 915 | $237.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Network Inc | 895 | $237.0K | 0.11% | +895 | New |
| Aviance Capital Partners, LLC | 922 | $238.0K | 0.04% | +922 | New |
| Future Financial Wealth Managment LLC | 925 | $239.0K | 0.19% | +50+5.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 922 | $239.0K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 924 | $239.0K | 0.14% | +10+1.1% | Added |
| Insight Advisors, LLC | 930 | $241.0K | 0.07% | −61−6.2% | Reduced |
| Secure Asset Management, LLC | 932 | $241.0K | 0.10% | +932 | New |
| Jackson Square Capital, LLC | 935 | $242.0K | 0.07% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,110 | $243.0K | 0.32% | +1,110 | New |
| Fayez Sarofim & Co | 942 | $244.0K | 0.00% | +942 | New |
| Sentinel Pension Advisors Inc | 942 | $244.0K | 0.08% | +942 | New |
| Buckhead Capital Management LLC | 950 | $246.0K | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 958 | $247.0K | 0.21% | +958 | New |
| Garrison Point Advisors, LLC | 960 | $248.0K | 0.16% | 00.0% | Unchanged |
