| Wall Street Access Asset Management, LLC | 306 | $204.0K | 0.11% | +306 | New |
| Integrity Financial Corp | 305 | $204.0K | 0.15% | +305 | New |
| Financial Partners Group, Inc | 352 | $205.0K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 307 | $205.0K | 0.06% | +307 | New |
| Palmer Knight Co | 309 | $206.0K | 0.10% | +309 | New |
| WNY Asset Management, LLC | 309 | $206.0K | 0.06% | +309 | New |
| NinePointTwo Capital | 310 | $206.0K | 0.07% | +310 | New |
| Ignite Planners, LLC | 348 | $206.0K | 0.13% | +348 | New |
| DFPG Investments, LLC | 352 | $207.0K | 0.09% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 310 | $207.0K | 0.05% | +310 | New |
| Clear Creek Financial Management, LLC | 311 | $208.0K | 0.03% | +311 | New |
| Well Done, LLC | 313 | $209.0K | 0.04% | +313 | New |
| S.A. Mason LLC | 315 | $210.0K | 0.13% | −10−3.1% | Reduced |
| Pacific Global Investment Management CO | 315 | $210.0K | 0.04% | +315 | New |
| Foundations Investment Advisors, LLC | 336 | $210.0K | 0.01% | +336 | New |
| Meridian Wealth Partners, LLC | 317 | $211.0K | 0.04% | +8+2.6% | Added |
| Chicago Partners Investment Group LLC | 377 | $212.0K | 0.02% | +39+11.5% | Added |
| Bell Bank | 318 | $212.0K | 0.02% | −35−9.9% | Reduced |
| Cheviot Value Management, LLC | 317 | $212.0K | 0.05% | +317 | New |
| Summit Financial Strategies, Inc. | 318 | $212.0K | 0.04% | +318 | New |
| West Michigan Advisors, LLC | 317 | $212.0K | 0.16% | +317 | New |
| Blackhawk Capital Partners LLC. | 321 | $214.0K | 0.13% | +321 | New |
| Venturi Wealth Management, LLC | 321 | $214.0K | 0.02% | +321 | New |
| J. L. Bainbridge & Co., Inc. | 323 | $216.0K | 0.02% | +323 | New |
| Vision Capital Management, Inc. | 325 | $217.0K | 0.03% | +325 | New |
| Retirement Planning Co of New England, Inc. | 326 | $217.0K | 0.11% | +326 | New |
| DGS Capital Management, LLC | 325 | $217.0K | 0.14% | +325 | New |
| King Wealth | 330 | $220.0K | 0.04% | +330 | New |
| WMG Financial Advisors, LLC | 329 | $220.0K | 0.17% | +329 | New |
| Kendall Capital Management | 332 | $222.0K | 0.11% | +332 | New |
| Norwood Financial Corp | 335 | $223.0K | 0.31% | +335 | New |
| Holloway Wealth Management, LLC | – | $224.0K | 0.06% | – | – |
| Selective Wealth Management, Inc. | 335 | $224.0K | 0.09% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 335 | $224.0K | 0.15% | +335 | New |
| Page Arthur B | 335 | $224.0K | 0.15% | +335 | New |
| Crestone Asset Management LLC | 335 | $224.0K | 0.05% | +335 | New |
| BLB&B Advisors, LLC | 337 | $225.0K | 0.01% | −961−74.0% | Reduced |
| Capital Directions Investment Advisors, LLC | 337 | $225.0K | 0.07% | +21+6.6% | Added |
| Financial Management Concepts Corp | 337 | $225.0K | 0.16% | +337 | New |
| SkyView Investment Advisors, LLC | 339 | $226.0K | 0.05% | −202−37.3% | Reduced |
| Strid Group, LLC | 340 | $227.0K | 0.05% | −45−11.7% | Reduced |
| Lion Street Advisors, LLC | 340 | $227.0K | 0.11% | −6−1.7% | Reduced |
| Willis Johnson & Associates, Inc. | 340 | $227.0K | 0.03% | +340 | New |
| Northern Oak Wealth Management Inc | 342 | $228.0K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 342 | $228.0K | 0.00% | +342 | New |
| Red Wave Investments LLC | 343 | $229.0K | 0.08% | −15−4.2% | Reduced |
| Bell Investment Advisors, Inc | 343 | $229.0K | 0.06% | +14+4.3% | Added |
| Ironwood Investment Management LLC | 343 | $229.0K | 0.11% | +343 | New |
| Sandbox Financial Partners, LLC | 343 | $229.0K | 0.14% | +343 | New |
| AlphaStar Capital Management, LLC | 387 | $230.0K | 0.02% | −42−9.8% | Reduced |
| Garde Capital, Inc. | 344 | $230.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 346 | $231.0K | 0.12% | +346 | New |
| Blue Square Asset Management, LLC | 347 | $232.0K | 0.14% | +347 | New |
| West Paces Advisors Inc. | 349 | $232.9K | 0.07% | +7+2.0% | Added |
| DMG Group, LLC | 421 | $233.0K | 0.20% | +421 | New |
| Inspirion Wealth Advisors, LLC | 350 | $234.0K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 351 | $234.0K | 0.04% | +351 | New |
| Financial Planners of Cleveland, Inc. | 389 | $234.0K | 0.10% | +389 | New |
| SBK Financial, Inc. | 350 | $234.0K | 0.19% | +350 | New |
| Crewe Advisors LLC | 352 | $235.0K | 0.05% | +1+0.3% | Added |
| Naples Global Advisors, LLC | 354 | $236.0K | 0.03% | −8−2.2% | Reduced |
| Perfromance Wealth Partners, LLC | 354 | $236.0K | 0.01% | +354 | New |
| Souders Financial Advisors | 356 | $238.0K | 0.07% | −4−1.1% | Reduced |
| Plancorp, LLC | 357 | $238.0K | 0.02% | −1−0.3% | Reduced |
| Callan Capital, LLC | 358 | $239.0K | 0.03% | +358 | New |
| Schwab Charitable Fund | 360 | $240.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 359 | $240.0K | 0.01% | 00.0% | Unchanged |
| New Century Advisors, LLC | 360 | $240.0K | 0.23% | +360 | New |
| Freedman Financial Associates, Inc. | 361 | $241.0K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 361 | $241.0K | 0.01% | +10+2.8% | Added |
| MAS Advisors LLC | 362 | $241.0K | 0.18% | +362 | New |
| Heritage Financial Services, LLC | 363 | $242.0K | 0.19% | +363 | New |
| Calton & Associates, Inc. | 365 | $243.0K | 0.06% | −41−10.1% | Reduced |
| FLC Capital Advisors | 366 | $244.0K | 0.07% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 368 | $245.0K | 0.02% | −65−15.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 368 | $245.0K | 0.30% | 00.0% | Unchanged |
| Willner & Heller, LLC | 430 | $245.0K | 0.33% | +430 | New |
| Country Trust Bank | 369 | $246.0K | 0.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 368 | $246.0K | 0.10% | 00.0% | Unchanged |
| Beck Bode, LLC | 369 | $246.0K | 0.06% | +4+1.1% | Added |
| Sonora Investment Management Group, LLC | 370 | $247.0K | 0.03% | +370 | New |
| GHP Investment Advisors, Inc. | 374 | $250.0K | 0.02% | −7−1.8% | Reduced |
| Cypress Capital Group | 376 | $251.0K | 0.03% | −142−27.4% | Reduced |
| Atlas Capital Advisors LLC | 377 | $251.5K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 377 | $252.0K | 0.05% | 00.0% | Unchanged |
| Round Table Services, LLC | 379 | $253.0K | 0.05% | 00.0% | Unchanged |
| Campbell Wealth Management | 381 | $254.0K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 380 | $254.0K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 438 | $254.0K | 0.09% | +73+20.0% | Added |
| Zullo Investment Group, Inc. | 384 | $256.0K | 0.13% | +384 | New |
| LBMC Investment Advisors, LLC | 385 | $257.0K | 0.02% | −10,230−96.4% | Reduced |
| Palladiem, LLC | 385 | $257.0K | 0.21% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 385 | $257.0K | 0.15% | 00.0% | Unchanged |
| S. R. Schill & Associates | 385 | $257.0K | 0.10% | +20+5.5% | Added |
| Moneywise, Inc. | 386 | $258.0K | 0.17% | −23−5.6% | Reduced |
| Schnieders Capital Management LLC | 387 | $258.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 389 | $259.0K | 0.07% | +389 | New |
| Key Financial Inc | 390 | $260.0K | 0.13% | −321−45.1% | Reduced |
| TFC Financial Management | 390 | $260.0K | 0.08% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 390 | $260.0K | 0.09% | 00.0% | Unchanged |
