| Endowment Wealth Management, Inc. | 629 | $204.0K | 0.25% | +629 | New |
| Lansing Street Advisors | 633 | $205.0K | 0.16% | +1+0.2% | Added |
| Legacy Financial Strategies, LLC | 633 | $205.0K | 0.10% | +633 | New |
| Kessler Investment Group, LLC | 636 | $206.0K | 0.18% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 635 | $206.0K | 0.11% | +635 | New |
| Arkfeld Wealth Strategies, L.L.C. | 624 | $206.0K | 0.13% | +624 | New |
| Marks Group Wealth Management, Inc | 636 | $206.0K | 0.03% | +636 | New |
| Security National Bank of So Dak | 638 | $207.0K | 0.17% | +638 | New |
| Legend Financial Advisors, Inc. | 638 | $207.0K | 0.21% | +638 | New |
| Garrison Point Advisors, LLC | 640 | $208.0K | 0.17% | +640 | New |
| Patton Albertson Miller Group, LLC | 643 | $209.0K | 0.04% | −225−25.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 644 | $209.0K | 0.20% | −65−9.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 645 | $209.0K | 0.04% | +645 | New |
| Red Wave Investments LLC | 646 | $209.0K | 0.09% | +646 | New |
| Keystone Wealth Services, LLC | 646 | $209.0K | 0.09% | +646 | New |
| Howe & Rusling Inc | 649 | $210.0K | 0.03% | −5−0.8% | Reduced |
| Hutchinson Capital Management | 648 | $210.0K | 0.05% | +648 | New |
| Strategic Advisors LLC | 649 | $210.0K | 0.04% | +649 | New |
| Wayfinding Financial, LLC | 650 | $210.0K | 0.18% | +650 | New |
| Passive Capital Management, LLC. | 648 | $210.1K | 0.11% | +648 | New |
| Kelly Financial Services LLC | 649 | $210.5K | 0.11% | −5−0.8% | Reduced |
| EagleClaw Capital Managment, LLC | 650 | $211.0K | 0.06% | −50−7.1% | Reduced |
| Peterson Wealth Advisors, LLC | 651 | $211.0K | 0.07% | +651 | New |
| TruWealth Advisors, LLC | 650 | $211.0K | 0.02% | +650 | New |
| Warren Averett Asset Management, LLC | 654 | $212.0K | 0.02% | +654 | New |
| Source Financial Advisors LLC | 654 | $212.0K | 0.08% | +654 | New |
| TSFG, LLC | 656 | $213.0K | 0.09% | +1+0.2% | Added |
| Addison Advisors LLC | 658 | $213.0K | 0.13% | +1+0.2% | Added |
| WealthShield Partners, LLC | 658 | $213.0K | 0.04% | +658 | New |
| Sepio Capital, LP | 657 | $213.0K | 0.02% | +657 | New |
| Intelligence Driven Advisers, LLC | 645 | $213.0K | 0.04% | +645 | New |
| Invst, LLC | 699 | $213.0K | 0.03% | +699 | New |
| Kavar Capital Partners Group, LLC | 660 | $214.0K | 0.05% | +660 | New |
| Bickling Financial Services, Inc. | 660 | $214.0K | 0.14% | +660 | New |
| Weaver Consulting Group | 664 | $215.0K | 0.12% | −75−10.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 663 | $215.0K | 0.09% | +21+3.3% | Added |
| Citizens & Northern Corp | 665 | $216.0K | 0.09% | −6,302−90.5% | Reduced |
| Private Management Group Inc | 666 | $216.0K | 0.01% | +666 | New |
| Financial Network Wealth Management LLC | 668 | $217.0K | 0.13% | −300−31.0% | Reduced |
| Notis-McConarty Edward | 670 | $217.0K | 0.09% | −60−8.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 670 | $217.0K | 0.07% | +200+42.6% | Added |
| Oberweis Asset Management Inc | 668 | $217.0K | 0.05% | +668 | New |
| Advance Capital Management, Inc. | 670 | $217.0K | 0.03% | +670 | New |
| HM Capital Management, LLC | 675 | $219.0K | 0.12% | +675 | New |
| Investment Advisory Group, LLC | 677 | $219.0K | 0.15% | +677 | New |
| Beese Fulmer Investment Management, Inc. | 678 | $220.0K | 0.03% | −59−8.0% | Reduced |
| Karpus Management, Inc. | 680 | $220.0K | 0.01% | +680 | New |
| Traverso Chambers Private Wealth Management, LLC | 679 | $220.0K | 0.07% | +679 | New |
| United Asset Strategies, Inc. | 682 | $221.0K | 0.03% | +682 | New |
| St. Louis Trust Co | 687 | $223.0K | 0.05% | +687 | New |
| Red Door Wealth Management, LLC | 692 | $224.0K | 0.08% | +692 | New |
| Advanced Asset Management Advisors Inc | 693 | $225.0K | 0.06% | +693 | New |
| WJ Wealth Management, LLC | 700 | $226.0K | 0.16% | +700 | New |
| 44 Wealth Management LLC | 696 | $226.0K | 0.09% | +696 | New |
| Old Mission Investment Co LLC | 700 | $227.0K | 0.10% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 699 | $227.0K | 0.11% | 00.0% | Unchanged |
| Goodwin Daniel L | 700 | $227.0K | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $227.0K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 700 | $227.0K | 0.07% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 700 | $227.0K | 0.11% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 701 | $227.0K | 0.10% | +2+0.3% | Added |
| Westfield Capital Management Co LP | 700 | $227.0K | 0.00% | +700 | New |
| Midwest Professional Planners, LTD. | 702 | $228.0K | 0.13% | −1−0.1% | Reduced |
| Duncker Streett & Co Inc | 707 | $229.0K | 0.05% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 706 | $229.0K | 0.13% | +2+0.3% | Added |
| BCJ Capital Management, LLC | 710 | $230.0K | 0.02% | −478−40.2% | Reduced |
| Accuvest Global Advisors | 708 | $230.0K | 0.15% | +708 | New |
| Tranquility Partners, LLC | 709 | $230.0K | 0.12% | +709 | New |
| Wealthstream Advisors, Inc. | 708 | $230.0K | 0.23% | +708 | New |
| Horan Capital Advisors, LLC. | 713 | $231.0K | 0.11% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 714 | $231.0K | 0.20% | 00.0% | Unchanged |
| Golden Green, Inc. | 713 | $231.0K | 0.24% | +713 | New |
| Compton Wealth Advisory Group, LLC | 716 | $232.0K | 0.10% | −4,497−86.3% | Reduced |
| Cowa, LLC | 719 | $233.0K | 0.13% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 712 | $233.0K | 0.03% | +712 | New |
| Wealth Effects LLC | 720 | $233.0K | 0.14% | +720 | New |
| Dock Street Asset Management Inc | 721 | $234.0K | 0.05% | 00.0% | Unchanged |
| Auxier Asset Management | 726 | $235.0K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 726 | $235.0K | 0.09% | +726 | New |
| Greenfield Savings Bank | 729 | $236.0K | 0.16% | +729 | New |
| Forte Capital LLC | 729 | $237.0K | 0.04% | −108−12.9% | Reduced |
| Holderness Investments Co | 730 | $237.0K | 0.10% | −15−2.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 731 | $237.0K | 0.09% | +731 | New |
| Blue Square Asset Management, LLC | 735 | $238.0K | 0.51% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 740 | $239.0K | 0.05% | +1+0.1% | Added |
| Full Sail Capital, LLC | 737 | $239.0K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 737 | $239.1K | 0.11% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 741 | $240.0K | 0.14% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 843 | $241.0K | 0.06% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 743 | $241.0K | 0.23% | 00.0% | Unchanged |
| MBL Wealth, LLC | 742 | $241.0K | 0.06% | +3+0.4% | Added |
| Soltis Investment Advisors LLC | 742 | $241.0K | 0.03% | +742 | New |
| Diversified, LLC | 747 | $242.0K | 0.10% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 745 | $242.0K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 746 | $242.0K | 0.04% | +746 | New |
| Eagle Bay Advisors LLC | 749 | $242.7K | 0.15% | +749 | New |
| Sandbox Financial Partners, LLC | 751 | $243.0K | 0.17% | −19−2.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 751 | $243.0K | 0.16% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 748 | $243.0K | 0.03% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 753 | $244.0K | 0.23% | −41−5.2% | Reduced |
