| Tyler-Stone Wealth Management | 453 | $200.0K | 0.11% | +1+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 455 | $201.0K | 0.13% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 456 | $201.0K | 0.04% | +18+4.1% | Added |
| Round Table Services, LLC | 458 | $202.0K | 0.03% | +458 | New |
| McLean Asset Management Corp | 458 | $202.0K | 0.15% | +458 | New |
| TrueWealth Advisors, LLC | 573 | $203.0K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 461 | $203.0K | 0.10% | +461 | New |
| Dougherty Wealth Advisers LLC | 462 | $204.0K | 0.31% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 462 | $204.0K | 0.06% | +462 | New |
| Cahaba Wealth Management, Inc. | 474 | $204.0K | 0.03% | +474 | New |
| Matrix Trust Co | 463 | $204.0K | 0.05% | +463 | New |
| Tranquilli Financial Advisor LLC | 465 | $205.0K | 0.15% | +465 | New |
| Pinnacle Private Wealth, LLC | 466 | $205.0K | 0.06% | +466 | New |
| Comerica Securities,inc. | 466 | $206.0K | 0.01% | +466 | New |
| Delphia (USA) Inc. | 467 | $206.0K | 0.15% | +467 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 470 | $207.0K | 0.00% | −297−38.7% | Reduced |
| Center for Financial Planning, Inc. | 470 | $207.0K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 470 | $207.0K | 0.02% | +470 | New |
| Plancorp, LLC | 471 | $208.0K | 0.01% | +471 | New |
| Aj Wealth Strategies, LLC | 471 | $208.0K | 0.01% | +471 | New |
| SlateStone Wealth, LLC | 472 | $208.0K | 0.05% | +472 | New |
| Lee Financial Co | 477 | $210.0K | 0.04% | +375+367.6% | Added |
| Regal Investment Advisors LLC | 480 | $211.0K | 0.02% | −186−27.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 478 | $211.0K | 0.12% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 479 | $211.0K | 0.13% | +24+5.3% | Added |
| WMS Partners, LLC | 479 | $211.0K | 0.03% | +479 | New |
| Stonehearth Capital Management, LLC | 477 | $211.0K | 0.11% | +477 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 477 | $211.0K | 0.11% | +477 | New |
| E Fund Management Co., Ltd. | 479 | $211.0K | 0.01% | +479 | New |
| Souders Financial Advisors | 480 | $212.0K | 0.06% | −98−17.0% | Reduced |
| Human Investing LLC | 482 | $213.0K | 0.05% | +482 | New |
| MBL Wealth, LLC | 482 | $213.0K | 0.05% | +482 | New |
| Cheviot Value Management, LLC | 484 | $214.0K | 0.05% | +484 | New |
| First Farmers & Merchants Bank / Trust | 484 | $214.0K | 0.23% | +484 | New |
| Ifrah Financial Services, Inc. | 486 | $215.0K | 0.06% | +486 | New |
| Kathmere Capital Management, LLC | 486 | $215.0K | 0.04% | +486 | New |
| Halpern Financial, Inc. | 489 | $215.8K | 0.08% | −75−13.3% | Reduced |
| Montecito Bank & Trust | 488 | $216.0K | 0.04% | +488 | New |
| Landmark Financial Advisors, LLC | 491 | $217.0K | 0.10% | +491 | New |
| WealthBridge Capital Management, LLC | 491 | $217.0K | 0.08% | +491 | New |
| Avestar Capital, LLC | 493 | $218.0K | 0.04% | +493 | New |
| SC&H Financial Advisors, Inc. | 496 | $219.0K | 0.10% | +496 | New |
| Jefferies Group LLC | 498 | $219.8K | 0.01% | +498 | New |
| Crewe Advisors LLC | 498 | $220.0K | 0.04% | +230+85.8% | Added |
| Palumbo Wealth Management LLC | 501 | $221.0K | 0.14% | −175−25.9% | Reduced |
| JMG Financial Group, Ltd. | 500 | $221.0K | 0.01% | +500 | New |
| White Lighthouse Investment Management Inc. | 501 | $221.0K | 0.06% | +501 | New |
| Von Berge Wealth Management Group, LLC | 472 | $221.0K | 0.20% | +472 | New |
| Aberdeen Wealth Management LLC | 504 | $222.0K | 0.15% | +504 | New |
| Horizon Family Wealth, Inc. | 504 | $222.0K | 0.22% | +504 | New |
| Baker Ellis Asset Management LLC | 505 | $223.0K | 0.04% | +505 | New |
| ASB Consultores, LLC | 506 | $223.0K | 0.09% | +506 | New |
| Mairs & Power Inc | 508 | $224.0K | 0.00% | +508 | New |
| Etfidea, LLC | 509 | $224.8K | 0.10% | +509 | New |
| Manhattan West Asset Management, LLC | 510 | $225.0K | 0.12% | −3,414−87.0% | Reduced |
| Winthrop Advisory Group LLC | 510 | $225.0K | 0.05% | +510 | New |
| Hartline Investment Corp | 605 | $229.0K | 0.03% | +605 | New |
| Copperwynd Financial, LLC | 518 | $229.0K | 0.09% | +518 | New |
| Sugarloaf Wealth Management, LLC | 522 | $230.0K | 0.05% | −18−3.3% | Reduced |
| Norwood Financial Corp | 520 | $230.0K | 0.33% | 00.0% | Unchanged |
| Argent Capital Management LLC | 520 | $230.0K | 0.01% | +520 | New |
| Van Den Berg Management I, Inc | 520 | $230.0K | 0.05% | +520 | New |
| Smith & Howard Wealth Management, LLC | 522 | $230.0K | 0.10% | +522 | New |
| Perennial Advisors, LLC | 520 | $230.0K | 0.06% | +520 | New |
| First National Corp | 523 | $231.0K | 0.05% | +523 | New |
| Winning Points Advisors, LLC | 525 | $232.0K | 0.18% | −4,240−89.0% | Reduced |
| Austin Private Wealth, LLC | 527 | $233.0K | 0.05% | +527 | New |
| Kaizen Financial Strategies | 527 | $233.0K | 0.18% | +527 | New |
| Farmers National Bank | 528 | $233.1K | 0.08% | +528 | New |
| Antonetti Capital Management LLC | 530 | $234.0K | 0.22% | 00.0% | Unchanged |
| NBW Capital LLC | 529 | $234.0K | 0.06% | +529 | New |
| Grant/GrossMendelsohn, LLC | 511 | $234.0K | 0.12% | +511 | New |
| Sunflower Bank, N.A. | 529 | $234.0K | 0.03% | +529 | New |
| Greenwich Wealth Management LLC | 532 | $235.0K | 0.02% | −42−7.3% | Reduced |
| BancFirst Trust & Investment Management | 532 | $235.0K | 0.15% | +532 | New |
| Procyon Private Wealth Partners, LLC | 535 | $236.0K | 0.05% | −702−56.8% | Reduced |
| CPWM, LLC | 534 | $236.0K | 0.02% | −47−8.1% | Reduced |
| Divergent Planning, LLC | 529 | $236.0K | 0.15% | +529 | New |
| SWMG, LLC | 535 | $236.0K | 0.13% | +535 | New |
| High Net Worth Advisory Group LLC | 538 | $237.0K | 0.09% | +1+0.2% | Added |
| Madrona Financial Services, LLC | 509 | $237.0K | 0.12% | +509 | New |
| SkyOak Wealth, LLC | 537 | $237.0K | 0.07% | +537 | New |
| Total Clarity Wealth Management, Inc. | 539 | $238.0K | 0.13% | −355−39.7% | Reduced |
| IVC Wealth Advisors LLC | 540 | $238.0K | 0.16% | −247−31.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 540 | $238.0K | 0.09% | −109−16.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 539 | $238.0K | 0.06% | −50−8.5% | Reduced |
| VeraBank, N.A. | 539 | $238.0K | 0.12% | +539 | New |
| Alpha Square Group S, LLC | 540 | $238.0K | 0.03% | +540 | New |
| YHB Investment Advisors, Inc. | 541 | $239.0K | 0.02% | +541 | New |
| WC Walker & Associates, Inc. | 508 | $239.0K | 0.12% | +508 | New |
| Fermata Advisors, LLC | 537 | $239.0K | 0.09% | +537 | New |
| Benedetti & Gucer, Inc. | 543 | $239.0K | 0.16% | +543 | New |
| Saiph Capital, LLC | 543 | $239.7K | 0.16% | −29−5.1% | Reduced |
| Prosperity Consulting Group, LLC | 545 | $240.0K | 0.18% | −6−1.1% | Reduced |
| AllGen Financial Advisors, Inc. | 545 | $240.6K | 0.20% | −100−15.5% | Reduced |
| Echo45 Advisors LLC | 545 | $241.0K | 0.19% | −48−8.1% | Reduced |
| Elgethun Capital Management | 546 | $241.0K | 0.08% | +3+0.6% | Added |
| Quent Capital, LLC | 546 | $241.0K | 0.04% | +239+77.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 549 | $242.0K | 0.06% | −155−22.0% | Reduced |
| Bailard, Inc. | 548 | $242.0K | 0.01% | −80−12.7% | Reduced |
