| Northwest Financial Advisors | 604 | $134.4K | 0.11% | +604 | New |
| Custom Portfolio Group LLC | 604 | $134.4K | 0.12% | +604 | New |
| Financial Management Professionals, Inc. | 608 | $135.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 656 | $146.0K | 0.06% | −60−8.4% | Reduced |
| Pineridge Advisors LLC | 657 | $146.2K | 0.05% | +657 | New |
| DiNuzzo Private Wealth, Inc. | 687 | $152.9K | 0.02% | +687 | New |
| Core Wealth Advisors, Inc. | 688 | $153.1K | 0.06% | +181+35.7% | Added |
| Planning Capital Management Corp | 739 | $164.5K | 0.13% | +739 | New |
| Arlington Trust Co LLC | 745 | $165.8K | 0.05% | +18+2.5% | Added |
| RFP Financial Group LLC | 748 | $166.5K | 0.07% | +38+5.4% | Added |
| MCF Advisors LLC | 760 | $169.1K | 0.01% | +287+60.7% | Added |
| Resurgent Financial Advisors LLC | 779 | $173.4K | 0.11% | +44+6.0% | Added |
| Stone House Investment Management, LLC | 784 | $174.5K | 0.06% | +4+0.5% | Added |
| General Partner, Inc. | 786 | $174.9K | 0.15% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $175.8K | 0.16% | – | – |
| SOA Wealth Advisors, LLC. | 794 | $176.7K | 0.04% | +1+0.1% | Added |
| Fortitude Family Office, LLC | 796 | $177.2K | 0.13% | +796 | New |
| Newbridge Financial Services Group, Inc. | 804 | $179.0K | 0.09% | −162−16.8% | Reduced |
| Readystate Asset Management LP | 806 | $179.4K | 0.01% | +806 | New |
| Truvestments Capital LLC | 813 | $181.0K | 0.08% | +2+0.2% | Added |
| Impact Partnership Wealth, LLC | 815 | $181.4K | 0.07% | −3−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 819 | $182.3K | 0.08% | −106−11.5% | Reduced |
| Hobbs Group Advisors, LLC | 827 | $184.1K | 0.08% | +827 | New |
| Plato Investment Management Ltd | 834 | $185.6K | 0.23% | +834 | New |
| JJJ Advisors Inc. | 842 | $187.4K | 0.05% | −53−5.9% | Reduced |
| AJOVista, LLC | 855 | $190.3K | 0.24% | +855 | New |
| Tyler-Stone Wealth Management | 857 | $190.7K | 0.10% | −111−11.5% | Reduced |
| Dougherty Wealth Advisers LLC | 871 | $193.8K | 0.18% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 900 | $200.2K | 0.05% | +900 | New |
| Sawgrass Asset Management LLC | 900 | $200.3K | 0.02% | +900 | New |
| Innova Wealth Partners | 900 | $200.3K | 0.17% | +900 | New |
| TD Capital Management LLC | 900 | $200.3K | 0.02% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 901 | $200.5K | 0.20% | +901 | New |
| McLean Asset Management Corp | 944 | $200.6K | 0.08% | +944 | New |
| Systematic Alpha Investments, LLC | 903 | $201.0K | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 903 | $201.0K | 0.03% | +903 | New |
| BOS Asset Management, LLC | 905 | $201.4K | 0.14% | +905 | New |
| Reuter James Wealth Management, LLC | 907 | $201.9K | 0.14% | +907 | New |
| Long Road Investment Counsel, LLC | 950 | $202.0K | 0.08% | +950 | New |
| Flower City Capital | 908 | $202.0K | 0.15% | +908 | New |
| Sunburst Financial Group, LLC | 913 | $203.3K | 0.06% | +913 | New |
| Bill Few Associates, Inc. | 914 | $203.4K | 0.09% | +914 | New |
| Prevail Innovative Wealth Advisors, LLC | 915 | $203.6K | 0.10% | +915 | New |
| Heritage Financial Services, LLC | 916 | $203.9K | 0.03% | −50−5.2% | Reduced |
| Clark Financial Services Group Inc | 915 | $204.0K | 0.26% | +915 | New |
| Vigilare Wealth Management | 923 | $205.3K | 0.11% | +923 | New |
| Colonial River Wealth Management, LLC | 924 | $205.6K | 0.12% | +924 | New |
| Baker Boyer National Bank | 925 | $205.9K | 0.08% | +925 | New |
| Jacobsen Capital Management | 925 | $205.9K | 0.10% | +925 | New |
| Continuum Advisory, LLC | 925 | $205.9K | 0.03% | +925 | New |
| Hemington Wealth Management | 926 | $206.0K | 0.08% | +926 | New |
| PBMares Wealth Management LLC | 927 | $206.3K | 0.06% | +927 | New |
| Eagle Bay Advisors LLC | 928 | $206.5K | 0.13% | −302−24.6% | Reduced |
| Washington Trust Bank | 935 | $208.1K | 0.02% | +935 | New |
| Strategic Financial Concepts, LLC | 935 | $208.1K | 0.12% | −5,527−85.5% | Reduced |
| Maple Capital Management, Inc. | 937 | $208.5K | 0.02% | +937 | New |
| Destination Wealth Management | 939 | $209.0K | 0.01% | −103−9.9% | Reduced |
| Liberty Wealth Management LLC | 945 | $210.0K | 0.05% | −450−32.3% | Reduced |
| Petrus Trust Company, LTA | 946 | $210.5K | 0.02% | +946 | New |
| Atticus Wealth Management, LLC | 946 | $210.5K | 0.07% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 946 | $210.6K | 0.06% | −90−8.7% | Reduced |
| ASB Consultores, LLC | 947 | $210.7K | 0.07% | +947 | New |
| Asset Management Group, Inc. | 949 | $211.1K | 0.04% | +949 | New |
| Knuff & Co LLC | 949 | $211.2K | 0.08% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 950 | $211.4K | 0.45% | +950 | New |
| Crown Wealth Group, LLC | 951 | $211.6K | 0.13% | +951 | New |
| Cannon Financial Strategists, Inc. | 953 | $212.2K | 0.05% | −18−1.9% | Reduced |
| UMA Financial Services, Inc. | 967 | $212.5K | 0.05% | +967 | New |
| Breed's Hill Capital LLC | 956 | $212.8K | 0.21% | +956 | New |
| Partnership Wealth Management, LLC | 1,000 | $212.8K | 0.16% | +1,000 | New |
| Bank of Nova Scotia Trust Co | 961 | $213.9K | 0.02% | +961 | New |
| N.E.W. Advisory Services LLC | 962 | $213.9K | 0.03% | −12−1.2% | Reduced |
| Hall Laurie J Trustee | 960 | $214.0K | 0.08% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 962 | $214.2K | 0.01% | +962 | New |
| Steigerwald, Gordon & Koch Inc. | 965 | $214.7K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 969 | $215.6K | 0.03% | +969 | New |
| Ellis Investment Partners, LLC | 969 | $215.6K | 0.05% | +969 | New |
| Renaissance Investment Group LLC | 969 | $215.7K | 0.05% | +969 | New |
| Founders Financial Securities LLC | 971 | $216.1K | 0.02% | +971 | New |
| Skyline Advisors, Inc. | 972 | $216.2K | 0.10% | +972 | New |
| Red Wave Investments LLC | 972 | $216.3K | 0.09% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,028 | $216.4K | 0.03% | +1,028 | New |
| Westside Investment Management, Inc. | 972 | $216.5K | 0.06% | +2+0.2% | Added |
| Hudson Portfolio Management LLC | 975 | $217.0K | 0.24% | −25−2.5% | Reduced |
| Bull Street Advisors, LLC | 973 | $217.0K | 0.11% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 976 | $217.2K | 0.11% | 00.0% | Unchanged |
| Spinnaker Trust | 977 | $217.4K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 977 | $217.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 978 | $217.7K | 0.02% | −250−20.4% | Reduced |
| MEMBERS Trust Co | 978 | $218.0K | 0.01% | 00.0% | Unchanged |
| Boston Research & Management Inc | 980 | $218.0K | 0.06% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 980 | $218.1K | 0.17% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 981 | $218.2K | 0.12% | +981 | New |
| Sovereign Financial Group, Inc. | 981 | $218.3K | 0.07% | −91−8.5% | Reduced |
| Cornercap Investment Counsel Inc | 982 | $218.5K | 0.04% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,035 | $218.6K | 0.11% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 983 | $218.6K | 0.13% | +983 | New |
| KLCM Advisors, Inc. | 982 | $218.6K | 0.03% | −5−0.5% | Reduced |
| Austin Private Wealth, LLC | 985 | $219.3K | 0.03% | +985 | New |
| Novak & Powell Financial Services, Inc. | 985 | $219.3K | 0.15% | +985 | New |
