| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 480 | $167.0K | 1.24% | +480 | New |
| D'Orazio & Associates, Inc. | 502 | $175.0K | 0.05% | −6−1.2% | Reduced |
| Delos Wealth Advisors, LLC | 503 | $175.0K | 0.22% | +503 | New |
| GeoWealth Management, LLC | 514 | $178.0K | 0.02% | −370−41.9% | Reduced |
| HHM Wealth Advisors, LLC | 525 | $183.0K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 545 | $190.0K | 0.15% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 548 | $191.0K | 0.03% | +52+10.5% | Added |
| Community Bank, N.A. | 553 | $192.0K | 0.02% | −25−4.3% | Reduced |
| Leelyn Smith, LLC | 574 | $200.0K | 0.06% | −1,519−72.6% | Reduced |
| Toth Financial Advisory Corp | 575 | $200.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 574 | $200.0K | 0.02% | +185+47.6% | Added |
| Radnor Capital Management, LLC | 575 | $200.0K | 0.07% | +575 | New |
| Brown Miller Wealth Management, LLC | 579 | $201.0K | 0.13% | +579 | New |
| Retirement Group, LLC | 581 | $202.0K | 0.10% | −1,212−67.6% | Reduced |
| Augustine Asset Management Inc | 580 | $202.0K | 0.10% | +580 | New |
| Hudson Portfolio Management LLC | 581 | $202.0K | 0.19% | +581 | New |
| Meritage Group LP | 585 | $203.0K | 0.00% | −403,314−99.9% | Reduced |
| Kingfisher Capital LLC | 585 | $203.0K | 0.05% | +585 | New |
| Marble Harbor Investment Counsel, LLC | 586 | $204.0K | 0.03% | +586 | New |
| Global Strategic Investment Solutions, LLC | 590 | $205.0K | 0.03% | −2,995−83.5% | Reduced |
| Shikiar Asset Management Inc | 590 | $205.0K | 0.06% | +590 | New |
| Birchcreek Wealth Management, LLC | 589 | $205.0K | 0.20% | +589 | New |
| Beacon Financial Strategies CORP | 597 | $207.4K | 0.18% | +597 | New |
| Roble, Belko & Company, Inc | 597 | $208.0K | 0.05% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $208.0K | 0.06% | – | – |
| Investment Management Associates Inc | 598 | $208.0K | 0.11% | +598 | New |
| TrueWealth Advisors, LLC | 599 | $208.0K | 0.12% | +599 | New |
| Partners in Financial Planning | 600 | $208.6K | 0.07% | +600 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $209.0K | 0.14% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 602 | $209.0K | 0.08% | +602 | New |
| CCG Wealth Management, LLC | 605 | $210.0K | 0.16% | +605 | New |
| Aprio Wealth Management, LLC | 605 | $210.0K | 0.10% | +605 | New |
| Gray Wealth Management Inc. | 602 | $210.0K | 0.12% | +602 | New |
| Buckley Wealth Management, LLC | 606 | $211.0K | 0.07% | −173−22.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 611 | $212.0K | 0.11% | +611 | New |
| Noesis Capital Mangement Corp | 622 | $212.0K | 0.04% | +622 | New |
| Cardinal Capital Management | 609 | $212.0K | 0.04% | +609 | New |
| Santori & Peters | 617 | $214.0K | 0.12% | +617 | New |
| Alpha Omega Group, Inc. | 619 | $215.0K | 0.23% | +619 | New |
| Hussman Strategic Advisors, Inc. | 620 | $216.0K | 0.04% | −820−56.9% | Reduced |
| Benedetti & Gucer, Inc. | 622 | $216.0K | 0.19% | +622 | New |
| Tenret Co LLC | 620 | $216.0K | 0.20% | +620 | New |
| Meridian Financial Partners LLC | 636 | $217.0K | 0.15% | +636 | New |
| Sentinel Pension Advisors Inc | 623 | $217.0K | 0.08% | +623 | New |
| Lorne Steinberg Wealth Management Inc. | 623 | $217.0K | 0.11% | +623 | New |
| Pinnacle Family Advisors, LLC | 628 | $218.0K | 0.10% | −220−25.9% | Reduced |
| Resolute Partners Group | 626 | $218.0K | 0.03% | +28+4.7% | Added |
| Strategic Financial Planning, Inc. | 626 | $218.0K | 0.16% | +626 | New |
| Quantitative Value Technologies, LLC | 627 | $218.0K | 0.36% | +627 | New |
| Vantage Financial Partners Ltd., Inc. | 630 | $219.0K | 0.12% | +630 | New |
| Elmwood Wealth Management, Inc. | 634 | $220.0K | 0.12% | +5+0.8% | Added |
| Northern Capital Management, Inc. | 632 | $220.0K | 0.19% | +632 | New |
| Waller Financial Planning Group, Inc | 635 | $221.0K | 0.06% | +635 | New |
| Occudo Quantitative Strategies LP | 636 | $221.0K | 0.03% | +636 | New |
| Wagner Wealth Management, LLC | 639 | $222.0K | 0.16% | 00.0% | Unchanged |
| Avion Wealth | 639 | $222.0K | 0.07% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 639 | $222.0K | 0.02% | +639 | New |
| Investors Financial Group, LLC | 642 | $223.0K | 0.12% | −170−20.9% | Reduced |
| Retirement Planning Group | 641 | $223.0K | 0.03% | +641 | New |
| Autus Asset Management, LLC | 645 | $224.0K | 0.02% | +645 | New |
| Trust Co of Kansas | 645 | $224.0K | 0.13% | +645 | New |
| Ategra Capital Management, LLC | 647 | $225.0K | 0.11% | −50−7.2% | Reduced |
| Dividend Assets Capital, LLC | 647 | $225.0K | 0.04% | −6−0.9% | Reduced |
| Bridge Advisory, LLC | 651 | $226.0K | 0.12% | +651 | New |
| Resonant Capital Advisors, LLC | 654 | $227.0K | 0.04% | +654 | New |
| LVM Capital Management Ltd | 659 | $229.0K | 0.03% | +659 | New |
| First National Bank & Trust Co of Newtown | 662 | $230.0K | 0.05% | +662 | New |
| Wealth Advisory Solutions, LLC | 661 | $230.0K | 0.05% | +661 | New |
| Modus Advisors, LLC | 667 | $232.0K | 0.10% | −84−11.2% | Reduced |
| Peak Financial Management, Inc. | 671 | $233.0K | 0.08% | −315−31.9% | Reduced |
| Verus Financial Partners, Inc. | 683 | $233.0K | 0.04% | +5+0.7% | Added |
| Financial Avengers, Inc. | 670 | $233.0K | 0.16% | −35−5.0% | Reduced |
| TD Capital Management LLC | 670 | $233.0K | 0.03% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 670 | $233.0K | 0.13% | +670 | New |
| Freedman Financial Associates, Inc. | 673 | $234.0K | 0.18% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 674 | $234.4K | 0.13% | +674 | New |
| Barry Investment Advisors, LLC | 677 | $235.0K | 0.06% | −47−6.5% | Reduced |
| Derby & Company, Inc | 677 | $235.0K | 0.05% | +677 | New |
| Capital Markets Trading UK LLP | 676 | $235.0K | 0.24% | +676 | New |
| Evolutionary Tree Capital Management, LLC | 685 | $238.0K | 0.11% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 686 | $239.0K | 0.07% | −10−1.4% | Reduced |
| Heritage Wealth Management, LLC | 689 | $240.0K | 0.09% | −34−4.7% | Reduced |
| Financial Consulate, Inc | 690 | $240.0K | 0.09% | −15−2.1% | Reduced |
| Financial Consulate Inc. | 690 | $240.0K | 0.09% | +690 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 695 | $242.0K | 0.14% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 700 | $243.0K | 0.15% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 700 | $244.0K | 0.13% | 00.0% | Unchanged |
| Gainplan LLC | 705 | $244.0K | 0.10% | +705 | New |
| Blue Barn Wealth, LLC | 702 | $244.0K | 0.25% | +702 | New |
| KWMG, LLC | 713 | $246.0K | 0.04% | −4−0.6% | Reduced |
| HC Financial Advisors Inc | 708 | $246.0K | 0.14% | +8+1.1% | Added |
| Ellis Investment Partners, LLC | 716 | $248.0K | 0.06% | +53+8.0% | Added |
| Comprehensive Wealth Management, LLC | 717 | $249.3K | 0.25% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 720 | $250.0K | 0.00% | −2,890−80.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 720 | $250.0K | 0.13% | 00.0% | Unchanged |
| MEMBERS Trust Co | 720 | $250.0K | 0.01% | +720 | New |
| Mark Sheptoff Financial Planning, LLC | 726 | $252.0K | 0.14% | +250+52.5% | Added |
| Advanced Asset Management Advisors Inc | 730 | $254.0K | 0.05% | −275−27.4% | Reduced |
| Eclectic Associates Inc | 736 | $256.0K | 0.19% | −15−2.0% | Reduced |
| Legacy Wealth Management, LLC | 739 | $257.0K | 0.14% | 00.0% | Unchanged |
