| Schwartz Investment Counsel Inc | 300 | $204.7K | 0.01% | +300 | New |
| Prakash Investment Advisors LLC | 300 | $204.7K | 0.17% | +300 | New |
| DeLarme Wealth Management, Inc. | 300 | $204.7K | 0.13% | +300 | New |
| Strategic Wealth Partners, Ltd. | 300 | $205.0K | 0.01% | +1+0.3% | Added |
| Vantage Point Financial LLC | 301 | $205.0K | 0.07% | +301 | New |
| Intrust Bank NA | 301 | $205.4K | 0.02% | +301 | New |
| Moody Aldrich Partners LLC | 301 | $205.4K | 0.04% | +301 | New |
| Calton & Associates, Inc. | 302 | $205.8K | 0.03% | −50−14.2% | Reduced |
| Liberty Wealth Management LLC | 302 | $205.8K | 0.03% | +302 | New |
| Range Advisory, LLC | 302 | $205.9K | 0.04% | +302 | New |
| Evolution Wealth Management Inc. | 304 | $207.4K | 0.15% | +69+29.4% | Added |
| Clark Estates Inc | 305 | $208.1K | 0.05% | +305 | New |
| Fjell Capital, LLC | 305 | $208.1K | 0.16% | +305 | New |
| Pacific Excel Wealth Advisors, Inc. | 306 | $208.8K | 0.22% | +306 | New |
| LifeSteps Financial, Inc. | 306 | $208.8K | 0.13% | +306 | New |
| Chapin Davis, Inc. | 307 | $209.4K | 0.05% | +307 | New |
| Fruth Investment Management | 308 | $210.0K | 0.05% | +308 | New |
| Wealth Alliance Advisory Group, LLC | 309 | $210.7K | 0.03% | +309 | New |
| Optas, LLC | 309 | $210.8K | 0.03% | +309 | New |
| Neville Rodie & Shaw Inc | 310 | $211.0K | 0.02% | +310 | New |
| Bridges Investment Management Inc | 310 | $211.5K | 0.00% | +310 | New |
| MBL Wealth, LLC | 310 | $211.5K | 0.02% | +310 | New |
| Broadway Wealth Solutions, Inc. | 311 | $212.2K | 0.11% | −66−17.5% | Reduced |
| Knightsbridge Asset Management, LLC | 311 | $212.2K | 0.03% | +311 | New |
| Wimmer Associates 1, LLC | 312 | $212.9K | 0.10% | +312 | New |
| Sterling Investment Counsel, LLC | 313 | $213.5K | 0.06% | −174−35.7% | Reduced |
| Scientech Research LLC | 313 | $213.5K | 0.18% | −1,727−84.7% | Reduced |
| Gables Capital Management Inc. | 313 | $213.5K | 0.09% | 00.0% | Unchanged |
| City State Bank | 313 | $213.5K | 0.06% | +21+7.2% | Added |
| YHB Investment Advisors, Inc. | 313 | $213.5K | 0.02% | +313 | New |
| Market Street Wealth Management Advisors LLC | 314 | $214.2K | 0.03% | +314 | New |
| Hill Investment Group Partners, LLC | 314 | $214.2K | 0.02% | +314 | New |
| IFC Advisors LLC | 314 | $214.2K | 0.03% | +314 | New |
| Pinnacle Wealth Planning Services, Inc. | 315 | $214.9K | 0.02% | +13+4.3% | Added |
| D L Carlson Investment Group Inc | 315 | $214.9K | 0.04% | +315 | New |
| Jacobsen Capital Management | 315 | $214.9K | 0.07% | +315 | New |
| SkyOak Wealth, LLC | 315 | $214.9K | 0.04% | +315 | New |
| Garner Asset Management Corp | 316 | $215.4K | 0.08% | +9+2.9% | Added |
| Goelzer Investment Management, Inc. | 316 | $215.6K | 0.01% | +316 | New |
| Peoples Bank | 317 | $216.3K | 0.13% | +317 | New |
| Capital Asset Advisory Services LLC | 331 | $217.5K | 0.01% | +331 | New |
| Perennial Investment Advisors, LLC | 322 | $219.7K | 0.02% | −100−23.7% | Reduced |
| KTF Investments, LLC | 324 | $221.0K | 0.04% | +324 | New |
| Buttonwood Financial Advisors Inc. | 325 | $221.4K | 0.07% | +325 | New |
| Virtue Capital Management, LLC | 330 | $221.6K | 0.03% | +330 | New |
| Hobart Private Capital, LLC | 325 | $221.7K | 0.04% | +325 | New |
| Strategic Equity Management | 325 | $222.0K | 0.08% | +325 | New |
| Waterloo Capital, L.P. | 330 | $225.1K | 0.02% | +330 | New |
| Wealth Advisory Solutions, LLC | 330 | $225.1K | 0.05% | +330 | New |
| Novem Group | 331 | $225.8K | 0.03% | +331 | New |
| Cherry Creek Investment Advisors, Inc. | 331 | $225.8K | 0.10% | +331 | New |
| QTR Family Wealth, LLC | 332 | $226.1K | 0.09% | −14−4.0% | Reduced |
| Wedge Capital Management L L P | 333 | $227.2K | 0.00% | +333 | New |
| Cullen Capital Management LLC | 334 | $227.9K | 0.00% | +334 | New |
| LVW Advisors, LLC | 334 | $227.9K | 0.02% | +334 | New |
| Burns J W & Co Inc | 335 | $228.6K | 0.03% | −38−10.2% | Reduced |
| Alpine Bank Wealth Management | 335 | $228.6K | 0.03% | +335 | New |
| McAdam, LLC | 336 | $228.9K | 0.01% | +336 | New |
| CVA Family Office, LLC | 336 | $229.2K | 0.02% | +92+37.7% | Added |
| Excelsior Advisor Network LLC | 336 | $229.2K | 0.09% | +336 | New |
| Facet Wealth, Inc. | 338 | $230.6K | 0.00% | +22+7.0% | Added |
| IMG Wealth Management, Inc. | 339 | $231.3K | 0.15% | +136+67.0% | Added |
| Carmel Capital Partners, LLC | 339 | $231.3K | 0.08% | +339 | New |
| Sig Brokerage, LP | 340 | $232.0K | 0.07% | −3,372−90.8% | Reduced |
| Harvest Investment Services, LLC | 340 | $232.0K | 0.04% | −34−9.1% | Reduced |
| Birchcreek Wealth Management, LLC | 340 | $232.0K | 0.11% | +340 | New |
| Commerzbank Aktiengesellschaft | 341 | $233.0K | 0.00% | +341 | New |
| Enterprise Financial Services Corp | 343 | $234.0K | 0.12% | −13−3.7% | Reduced |
| LRT Capital Management, LLC | 343 | $234.0K | 0.22% | +343 | New |
| Stonebrook Private Inc. | 343 | $234.1K | 0.05% | +343 | New |
| Praetorian Wealth Management, Inc. | 341 | $234.4K | 0.04% | +341 | New |
| Parsonex Advisory Services, Inc. | 344 | $234.7K | 0.23% | −537−61.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 345 | $235.4K | 0.16% | +345 | New |
| TRB Wealth Management, LLC | 345 | $235.4K | 0.03% | +345 | New |
| Morton Brown Family Wealth, LLC | 345 | $235.5K | 0.06% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 347 | $236.7K | 0.07% | +347 | New |
| Legend Capital Advisors LLC | 348 | $237.4K | 0.15% | +348 | New |
| Passive Capital Management, LLC. | 351 | $239.3K | 0.07% | +351 | New |
| Pin Oak Investment Advisors Inc | 352 | $240.0K | 0.17% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 354 | $241.2K | 0.05% | +354 | New |
| VisionPoint Advisory Group, LLC | 354 | $241.5K | 0.05% | −49−12.2% | Reduced |
| Revolve Wealth Partners, LLC | 354 | $241.5K | 0.03% | +354 | New |
| Integrity Advisory Solutions, LLC | 354 | $241.5K | 0.03% | +354 | New |
| Probity Advisors, Inc. | 355 | $242.2K | 0.04% | −52−12.8% | Reduced |
| TD Private Client Wealth LLC | 358 | $244.2K | 0.01% | −37−9.4% | Reduced |
| Heartwood Wealth Advisors LLC | 358 | $244.2K | 0.02% | +358 | New |
| Spartan Wealth Advisory Services LLC | 358 | $244.2K | 0.02% | +358 | New |
| Horizon Kinetics Asset Management LLC | 360 | $245.6K | 0.00% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 361 | $246.3K | 0.16% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 361 | $246.3K | 0.20% | +361 | New |
| Ducere Wealth Management LLC | 362 | $247.1K | 0.10% | +10+2.8% | Added |
| Secure Asset Management, LLC | 363 | $247.4K | 0.04% | −262−41.9% | Reduced |
| Sand Hill Global Advisors, LLC | 363 | $247.7K | 0.01% | +363 | New |
| GTS Securities LLC | 364 | $248.3K | 0.01% | −1,042−74.1% | Reduced |
| Garrison Point Advisors, LLC | 366 | $249.7K | 0.11% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 368 | $251.3K | 0.02% | +368 | New |
| Plotkin Financial Advisors, LLC | 371 | $253.1K | 0.13% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 372 | $253.8K | 0.03% | −5,911−94.1% | Reduced |
| M.E. Allison & Co., Inc. | 372 | $253.8K | 0.17% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 373 | $254.5K | 0.02% | +8+2.2% | Added |
