| S. R. Schill & Associates | 350 | $212.6K | 0.09% | +350 | New |
| CWS Financial Advisors, LLC | 350 | $212.6K | 0.09% | +350 | New |
| Robinson Smith Wealth Advisors LLC | 350 | $212.6K | 0.20% | +350 | New |
| Grimes & Company, Inc. | 350 | $212.7K | 0.01% | +350 | New |
| Vantage Consulting Group Inc | 351 | $213.2K | 0.14% | −109−23.7% | Reduced |
| Dash Acquisitions Inc. | 348 | $213.6K | 0.07% | +348 | New |
| Flynn Zito Capital Management, LLC | 352 | $213.8K | 0.11% | +352 | New |
| Acorn Creek Capital LLC | 352 | $214.0K | 0.13% | +352 | New |
| Sonata Capital Group Inc | 353 | $214.0K | 0.10% | +353 | New |
| Morris Financial Concepts, Inc. | 353 | $214.4K | 0.11% | +353 | New |
| Compass Ion Advisors, LLC | 353 | $214.4K | 0.03% | +353 | New |
| Quad-Cities Investment Group, LLC | 354 | $215.0K | 0.13% | +354 | New |
| Gitterman Wealth Management, LLC | 354 | $215.0K | 0.08% | +354 | New |
| JSF Financial, LLC | 355 | $215.6K | 0.07% | +355 | New |
| Ritter Daniher Financial Advisory LLC | 355 | $215.6K | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 356 | $216.0K | 0.07% | −133−27.2% | Reduced |
| Stonebridge Capital Management Inc | 355 | $216.0K | 0.10% | +355 | New |
| Chapin Davis, Inc. | 356 | $216.2K | 0.08% | +356 | New |
| Austin Asset Management Co Inc | 357 | $216.8K | 0.05% | +357 | New |
| Stage Harbor Financial, LLC | 357 | $216.8K | 0.20% | +357 | New |
| Channel Wealth LLC | 358 | $217.4K | 0.09% | −100−21.8% | Reduced |
| Leeward Financial Partners, LLC | 359 | $218.0K | 0.09% | +359 | New |
| Marietta Investment Partners LLC | 360 | $218.6K | 0.05% | +360 | New |
| Madison Wealth Partners, Inc | 362 | $219.9K | 0.08% | +362 | New |
| Colorado Capital Management, Inc. | 362 | $220.0K | 0.13% | +362 | New |
| Vaughan David Investments LLC | 364 | $221.0K | 0.01% | +364 | New |
| Fortem Financial Group, LLC | 364 | $221.1K | 0.10% | −148−28.9% | Reduced |
| Strategic Financial Concepts, LLC | 364 | $221.3K | 0.05% | +364 | New |
| Tortoise Investment Management, LLC | 365 | $221.7K | 0.03% | −11−2.9% | Reduced |
| Rise Advisors, LLC | 365 | $221.7K | 0.12% | +232+174.4% | Added |
| Centric Wealth Management | 405 | $223.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 368 | $223.5K | 0.12% | −211−36.4% | Reduced |
| Financial Management Network Inc | 363 | $224.0K | 0.06% | +363 | New |
| KLR Investment Advisors, LLC | 405 | $224.6K | 0.16% | +405 | New |
| Ategra Capital Management, LLC | 370 | $224.7K | 0.10% | +370 | New |
| Signature Wealth Management Partners, LLC | 372 | $225.9K | 0.18% | +372 | New |
| Simmons Bank | 373 | $226.5K | 0.02% | −45−10.8% | Reduced |
| JCIC Asset Management Inc. | 373 | $226.5K | 0.09% | +40+12.0% | Added |
| Family Management Corp | 373 | $226.5K | 0.04% | +373 | New |
| TrinityPoint Wealth, LLC | 373 | $226.5K | 0.04% | +373 | New |
| Beaton Management Co. Inc. | 373 | $227.0K | 0.12% | +373 | New |
| Affiance Financial, LLC | 374 | $227.1K | 0.06% | +374 | New |
| McLean Asset Management Corp | 369 | $228.1K | 0.08% | +369 | New |
| Delta Financial Advisors LLC | 376 | $228.4K | 0.09% | +376 | New |
| PCA Investment Advisory Services Inc. | 376 | $228.8K | 0.13% | +376 | New |
| Carmichael Hill & Associates, Inc. | 377 | $229.0K | 0.09% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 368 | $229.2K | 0.04% | +368 | New |
| American National Bank | 378 | $229.6K | 0.03% | +192+103.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 378 | $229.6K | 0.01% | +378 | New |
| Quantum Financial Advisors, LLC | 379 | $230.2K | 0.04% | +379 | New |
| Solstein Capital, LLC | 380 | $230.8K | 0.16% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 380 | $230.8K | 0.04% | +380 | New |
| Clarity Capital Partners LLC | 380 | $230.8K | 0.15% | +380 | New |
| SWP Financial LLC | 380 | $230.8K | 0.16% | +380 | New |
| Abound Wealth Management | 380 | $230.8K | 0.09% | +13+3.5% | Added |
| BIP Wealth, LLC | 380 | $230.9K | 0.02% | +380 | New |
| CFS Investment Advisory Services, LLC | 381 | $231.0K | 0.04% | +381 | New |
| Studio Investment Management LLC | 381 | $231.4K | 0.05% | +21+5.8% | Added |
| Yeomans Consulting Group, Inc. | 381 | $231.4K | 0.10% | +381 | New |
| Capital Asset Advisory Services LLC | 364 | $231.6K | 0.01% | +364 | New |
| C M Bidwell & Associates Ltd | 382 | $232.0K | 0.16% | −531−58.2% | Reduced |
| Advisory Resource Group | 384 | $233.2K | 0.05% | −89−18.8% | Reduced |
| Founders Financial Alliance, LLC | 387 | $235.0K | 0.07% | −370−48.9% | Reduced |
| Harbour Investment Management LLC | 389 | $236.3K | 0.11% | +389 | New |
| SJS Investment Consulting Inc. | 389 | $236.3K | 0.05% | +43+12.4% | Added |
| Field & Main Bank | 390 | $236.9K | 0.09% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 391 | $237.5K | 0.14% | +391 | New |
| Spirepoint Private Client, LLC | 391 | $237.5K | 0.04% | +391 | New |
| First Financial Bank - Trust Division | 393 | $238.7K | 0.02% | −25−6.0% | Reduced |
| Allen Investment Management LLC | 393 | $238.7K | 0.00% | −50−11.3% | Reduced |
| ProVise Management Group, LLC | 393 | $238.7K | 0.02% | +393 | New |
| PFG Advisors | 394 | $239.3K | 0.02% | −73−15.6% | Reduced |
| Selective Wealth Management, Inc. | 387 | $239.4K | 0.10% | +387 | New |
| Horizon Kinetics Asset Management LLC | 395 | $239.9K | 0.00% | +395 | New |
| Carolinas Wealth Consulting LLC | 395 | $240.0K | 0.05% | +10+2.6% | Added |
| Oxinas Partners Wealth Management LLC | 396 | $240.5K | 0.16% | −530−57.2% | Reduced |
| SlateStone Wealth, LLC | 396 | $241.0K | 0.02% | +396 | New |
| Sightline Wealth Advisors, LLC | 397 | $241.1K | 0.16% | +397 | New |
| Intact Investment Management Inc. | 400 | $242.9K | 0.01% | −670−62.6% | Reduced |
| Hoey Investments, Inc | 400 | $242.9K | 0.05% | +50+14.3% | Added |
| Sittner & Nelson, LLC | 400 | $242.9K | 0.12% | +50+14.3% | Added |
| Mountain Pacific Investment Advisers Inc | 400 | $242.9K | 0.01% | +400 | New |
| Alterna Wealth Management, Inc | 400 | $242.9K | 0.24% | +400 | New |
| PFW Advisors LLC | 401 | $243.5K | 0.07% | +401 | New |
| Acorns Advisers, LLC | 402 | $244.0K | 0.00% | +402 | New |
| Wealth Management Resources, Inc. | 402 | $244.1K | 0.11% | +402 | New |
| Alpha Financial Partners, LLC | 402 | $244.1K | 0.22% | −156−28.0% | Reduced |
| My Personal CFO, LLC | 402 | $244.1K | 0.14% | +402 | New |
| AJOVista, LLC | 403 | $244.8K | 0.66% | 00.0% | Unchanged |
| Team Hewins, LLC | 404 | $245.4K | 0.10% | +404 | New |
| Covestor Ltd | 406 | $246.0K | 0.16% | −3−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 405 | $246.0K | 0.01% | +405 | New |
| Signify Wealth | 406 | $246.6K | 0.41% | +406 | New |
| Unionview, LLC | 407 | $247.2K | 0.20% | +407 | New |
| Nikulski Financial, Inc. | 408 | $247.8K | 0.08% | +408 | New |
| Goldstone Financial Group, LLC | 409 | $248.4K | 0.06% | −107−20.7% | Reduced |
| Sandbox Financial Partners, LLC | 409 | $248.7K | 0.10% | +409 | New |
| Capital Advisors, Ltd. LLC | 411 | $250.0K | 0.03% | +18+4.6% | Added |
| Xcel Wealth Management, LLC | 412 | $250.2K | 0.08% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 413 | $250.8K | 0.08% | −43−9.4% | Reduced |
