| Country Trust Bank | 205 | $178.9K | 0.00% | +113+122.8% | Added |
| Indiana Trust & Investment Management CO | 208 | $181.6K | 0.06% | −7−3.3% | Reduced |
| Sachetta, LLC | 208 | $181.7K | 0.10% | +106+103.9% | Added |
| Ritter Daniher Financial Advisory LLC | 210 | $183.6K | 0.03% | +20+10.5% | Added |
| Grove Bank & Trust | 212 | $185.1K | 0.02% | +3+1.4% | Added |
| S&T Bank | 212 | $185.1K | 0.07% | +44+26.2% | Added |
| 1015 Capital Partners, LLC | 212 | $185.1K | 0.18% | +45+26.9% | Added |
| Operose Advisors LLC | 214 | $186.8K | 0.04% | +12+5.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 215 | $187.7K | 0.46% | −97−31.1% | Reduced |
| Pinney & Scofield, Inc. | 215 | $187.7K | 0.10% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 215 | $187.7K | 0.10% | +71+49.3% | Added |
| Price Financial Group Wealth Management, Inc | 192 | $189.8K | 3.13% | +192 | New |
| United Community Bank | 220 | $192.0K | 0.06% | +5+2.3% | Added |
| Game Plan Financial Advisors, LLC | 220 | $192.0K | 0.09% | +36+19.6% | Added |
| JFS Wealth Advisors, LLC | 220 | $192.2K | 0.01% | −26−10.6% | Reduced |
| Bell Investment Advisors, Inc | 221 | $192.9K | 0.03% | +11+5.2% | Added |
| FNY Investment Advisers, LLC | 222 | $193.0K | 0.09% | +222 | New |
| JPL Wealth Management, LLC | 223 | $194.7K | 0.04% | +223 | New |
| Rachor Investment Advisory Services, LLC | 226 | $197.5K | 0.10% | 00.0% | Unchanged |
| Sankala Group LLC | 228 | $197.9K | 0.16% | −5−2.1% | Reduced |
| ORG Wealth Partners, LLC | 228 | $199.0K | 0.04% | +187+456.1% | Added |
| Vista Investment Partners II, LLC | 229 | $200.1K | 0.09% | +229 | New |
| Mountain Capital Investment Advisors, Inc | 179 | $200.6K | 0.03% | +179 | New |
| AIMZ Investment Advisors, LLC | 230 | $200.8K | 0.06% | +230 | New |
| New England Professional Planning Group Inc. | 230 | $200.8K | 0.08% | +230 | New |
| Avenir Corp | 231 | $201.6K | 0.02% | +231 | New |
| Resolute Partners Group | 231 | $201.8K | 0.08% | +231 | New |
| JSF Financial, LLC | 231 | $201.9K | 0.04% | +231 | New |
| Manchester Capital Management LLC | 232 | $202.5K | 0.03% | +1+0.4% | Added |
| Palacios Wealth Management, LLC | 187 | $202.6K | 0.13% | +187 | New |
| Northwest Financial Advisors | 233 | $203.4K | 0.39% | +233 | New |
| VERITY Wealth Advisors | 233 | $203.4K | 0.14% | −700−75.0% | Reduced |
| Carr Financial Group Corp | 233 | $203.4K | 0.05% | +233 | New |
| Norman Fields, Gottscho Capital Management, LLC | 234 | $204.3K | 0.07% | +234 | New |
| Evanson Asset Management, LLC | 234 | $204.3K | 0.01% | +234 | New |
| Legacy Financial Group LLC | 234 | $204.3K | 0.03% | +234 | New |
| Atwood & Palmer Inc | 234 | $204.4K | 0.01% | 00.0% | Unchanged |
| Brio Consultants, LLC | 187 | $204.8K | 0.03% | +187 | New |
| Evolution Wealth Advisors, LLC | 235 | $205.1K | 0.02% | +235 | New |
| Financial Life Planners | 235 | $205.4K | 0.16% | +235 | New |
| Cauble & Harre Wealth Management, Inc. | 192 | $205.8K | 0.16% | +192 | New |
| Up Strategic Wealth Investment Advisors LLC | 197 | $206.0K | 0.13% | +197 | New |
| McCollum Christoferson Group LLC | 236 | $206.0K | 0.06% | +236 | New |
| Davidson Kahn Capital Management, LLC | 236 | $206.0K | 0.11% | +236 | New |
| Continental Investors Services, Inc. | 192 | $206.3K | 0.19% | +192 | New |
| Chesapeake Wealth Management | 237 | $206.9K | 0.06% | +237 | New |
| Family Investment Center, Inc. | 237 | $206.9K | 0.04% | −136−36.5% | Reduced |
| Ithaka Group LLC | 237 | $206.9K | 0.04% | +237 | New |
| Hemenway Trust Co LLC | 237 | $206.9K | 0.02% | +237 | New |
| Emerald Advisors, LLC | 237 | $206.9K | 0.03% | +237 | New |
| Clarendon Private LLC | 237 | $206.9K | 0.16% | +237 | New |
| J. Derek Lewis & Associates Inc. | 237 | $206.9K | 0.05% | +237 | New |
| Wealthspan Partners, LLC | 237 | $206.9K | 0.07% | +237 | New |
| Elevatus Welath Management | 237 | $206.9K | 0.11% | +237 | New |
| Beto Financial Group, LLC | 198 | $207.0K | 0.12% | −95−32.4% | Reduced |
| Fortress Financial Group, LLC | 238 | $207.5K | 0.15% | −341−58.9% | Reduced |
| Colonial River Wealth Management, LLC | 238 | $207.8K | 0.07% | +238 | New |
| Auxano Advisors, LLC | 238 | $207.8K | 0.04% | +238 | New |
| Acorn Creek Capital LLC | 239 | $208.6K | 0.07% | +239 | New |
| EPG Wealth Management LLC | 239 | $209.0K | 0.06% | +239 | New |
| Wood Tarver Financial Group, LLC | 240 | $209.0K | 0.06% | +240 | New |
| GWN Securities Inc. | 239 | $209.2K | 0.04% | +239 | New |
| New England Capital Financial Advisors LLC | 240 | $209.4K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 240 | $209.5K | 0.15% | −89−27.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 240 | $209.5K | 0.03% | +100+71.4% | Added |
| Washington Trust Bank | 240 | $209.5K | 0.02% | +240 | New |
| Penn Davis McFarland Inc | 240 | $209.5K | 0.02% | +240 | New |
| Henderson Brothers Financial Partners, LLC | 240 | $209.5K | 0.05% | +240 | New |
| Truvestments Capital LLC | 241 | $210.4K | 0.04% | +171+244.3% | Added |
| Investment Research Partners LLC | 241 | $210.4K | 0.09% | +241 | New |
| KFA Private Wealth Group, LLC | 241 | $210.6K | 0.05% | +241 | New |
| Mainsail Asset Management, LLC | 242 | $211.2K | 0.09% | +242 | New |
| Ciovacco Capital Management LLC | 243 | $212.1K | 0.12% | +243 | New |
| Arrowroot Family Office, LLC | 243 | $212.1K | 0.07% | +243 | New |
| Financial Avengers, Inc. | 243 | $212.5K | 0.10% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 244 | $213.0K | 0.14% | +244 | New |
| Walled Lake Planning & Wealth Management, LLC | 244 | $213.4K | 0.06% | +244 | New |
| Greenup Street Wealth Management LLC | 245 | $213.6K | 0.03% | +245 | New |
| Houlihan Financial Resource Group, Ltd. | 245 | $213.9K | 0.08% | +245 | New |
| Boltwood Capital Management | 245 | $213.9K | 0.05% | +245 | New |
| Absolute Gestao de Investimentos Ltda. | 245 | $213.9K | 0.02% | +245 | New |
| Vista Investment Partners LLC | 245 | $213.9K | 0.06% | +245 | New |
| Lotus Technology Management, LP | 245 | $213.9K | 0.80% | +245 | New |
| Parsonex Advisory Services, Inc. | 246 | $214.7K | 0.21% | −619−71.6% | Reduced |
| Everest Management Corp. | 246 | $214.7K | 0.11% | +246 | New |
| Cerro Pacific Wealth Advisors LLC | 246 | $214.7K | 0.06% | +246 | New |
| Bolthouse Investments, LLC | 247 | $215.6K | 0.19% | +247 | New |
| Claris Financial LLC | 247 | $215.7K | 0.12% | +247 | New |
| Rooted Wealth Advisors, Inc. | 218 | $215.9K | 0.06% | +218 | New |
| Centerpoint Advisors, LLC | 247 | $216.0K | 0.07% | 00.0% | Unchanged |
| Dynamic Financial Group | 248 | $216.5K | 0.18% | −61−19.7% | Reduced |
| Scarborough Advisors, LLC | 248 | $216.5K | 0.02% | +131+112.0% | Added |
| GSB Wealth Management, LLC | 248 | $216.5K | 0.05% | +248 | New |
| Ceera Investments, LLC | 248 | $216.5K | 0.09% | +248 | New |
| Financial Solutions Advisory Group, Inc. | 248 | $216.5K | 0.03% | +248 | New |
| Disciplined Investments, LLC | 248 | $216.5K | 0.08% | +248 | New |
| Marshall Financial Group LLC | 248 | $216.5K | 0.03% | −90−26.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 249 | $217.4K | 0.02% | +249 | New |
| Jag Capital Management, LLC | 249 | $217.4K | 0.02% | +249 | New |
| Good Steward Wealth Advisors,LLC | 249 | $217.4K | 0.14% | +249 | New |
