| Summit Wealth Partners, LLC | 201 | $212.4K | 0.05% | +201 | New |
| Capstone Wealth Management Group, LLC | 202 | $213.0K | 0.17% | +202 | New |
| Private Ocean, LLC | 203 | $215.0K | 0.03% | −152−42.8% | Reduced |
| Knightsbridge Asset Management, LLC | 203 | $215.0K | 0.07% | +203 | New |
| Summit Global Investments | 204 | $216.0K | 0.01% | +204 | New |
| Standard Family Office LLC | 204 | $216.0K | 1.92% | +204 | New |
| Valley Forge Investment Consultants Inc Adv | 205 | $217.0K | 0.10% | +205 | New |
| Shilanski & Associates, Inc. | 205 | $217.0K | 0.09% | +205 | New |
| Brendel Financial Advisors LLC | 205 | $217.0K | 0.11% | +205 | New |
| Hanlon Investment Management, Inc. | 207 | $219.0K | 0.04% | +207 | New |
| Aft, Forsyth & Company, Inc. | 207 | $219.0K | 0.11% | +207 | New |
| Scholtz & Company, LLC | 207 | $219.0K | 0.07% | +207 | New |
| Tradewinds, LLC. | 882 | $219.2K | 0.26% | +882 | New |
| Triumph Capital Management | 208 | $220.0K | 0.10% | −96−31.6% | Reduced |
| Leeward Financial Partners, LLC | 208 | $220.0K | 0.14% | +208 | New |
| Ipswich Investment Management Co., Inc. | 209 | $221.0K | 0.05% | +209 | New |
| CoreFirst Bank & Trust | 210 | $222.0K | 0.14% | −5−2.3% | Reduced |
| Claybrook Capital, LLC | 210 | $222.0K | 0.10% | +210 | New |
| Hutchens & Kramer Investment Management Group, LLC | 223 | $222.0K | 0.14% | +223 | New |
| Awm Capital, LLC | 211 | $223.0K | 0.17% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 211 | $223.0K | 0.02% | +211 | New |
| Trinity Legacy Partners, LLC | 211 | $223.0K | 0.08% | +211 | New |
| Trinity Financial Advisors LLC | 211 | $223.0K | 0.13% | +211 | New |
| Sovereign Financial Group, Inc. | 212 | $224.0K | 0.09% | −105−33.1% | Reduced |
| Accel Wealth Management | 212 | $224.0K | 0.11% | +6+2.9% | Added |
| GenWealth Group, Inc. | 212 | $224.0K | 0.06% | +212 | New |
| Oldfather Financial Services, LLC | 244 | $225.0K | 0.12% | +5+2.1% | Added |
| Emfo, LLC | 213 | $225.0K | 0.20% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 213 | $225.0K | 0.09% | +187+719.2% | Added |
| White Pine Capital LLC | 213 | $225.0K | 0.07% | +213 | New |
| Montecito Bank & Trust | 213 | $225.0K | 0.04% | +213 | New |
| US Financial Advisors, LLC | 213 | $225.0K | 0.10% | +213 | New |
| Staley Capital Advisers Inc | 214 | $226.0K | 0.01% | +214 | New |
| Alpha Omega Wealth Management LLC | 219 | $226.0K | 0.03% | +219 | New |
| Cerro Pacific Wealth Advisors LLC | 214 | $226.0K | 0.14% | +214 | New |
| Salem Investment Counselors Inc | 215 | $227.0K | 0.01% | +26+13.8% | Added |
| Community Financial Services Group, LLC | 215 | $227.0K | 0.06% | +215 | New |
| Hendershot Investments Inc. | 215 | $227.0K | 0.03% | +215 | New |
| Trinity Wealth Management, LLC | 215 | $227.0K | 0.16% | +215 | New |
| Westshore Wealth, LLC | 215 | $227.0K | 0.16% | +215 | New |
| Signature Wealth Management Partners, LLC | 215 | $227.0K | 0.19% | +215 | New |
| Synergy Financial Management, LLC | 215 | $228.0K | 0.05% | +215 | New |
| Stephens Consulting, LLC | 216 | $228.3K | 0.19% | +216 | New |
| KLK Capital Management LLC | 218 | $230.0K | 0.22% | −1,245−85.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 218 | $230.0K | 0.03% | +218 | New |
| Schneider Downs Wealth Management Advisors, LP | 218 | $230.0K | 0.05% | +218 | New |
| All Season Financial Advisors, Inc. | 219 | $231.0K | 0.16% | −280−56.1% | Reduced |
| Bridge Creek Capital Management LLC | 219 | $231.0K | 0.08% | +219 | New |
| Aj Wealth Strategies, LLC | 219 | $231.0K | 0.01% | +219 | New |
| Cumberland Advisors Inc | 220 | $232.0K | 0.05% | +220 | New |
| Wealth Advisors, Inc. | 220 | $232.0K | 0.08% | +220 | New |
| Capital One Financial Corp | 221 | $233.0K | 0.03% | +221 | New |
| Heritage Investors Management Corp | 221 | $234.0K | 0.01% | +221 | New |
| Bremer Bank National Association | 221 | $234.0K | 0.04% | +221 | New |
| Barber Financial Group, Inc. | 223 | $235.0K | 0.03% | +223 | New |
| Vancity Investment Management Ltd | 225 | $238.0K | 0.03% | −50−18.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 225 | $238.0K | 0.05% | +225 | New |
| Intelligence Driven Advisers, LLC | 260 | $239.0K | 0.04% | −64−19.8% | Reduced |
| Pachira Investments Inc. | 227 | $240.0K | 0.15% | +227 | New |
| Newman Dignan & Sheerar, Inc. | 227 | $240.0K | 0.07% | +227 | New |
| Garrett Investment Advisors LLC | 227 | $240.0K | 0.06% | +227 | New |
| Altus Wealth Group LLC | 228 | $241.0K | 0.20% | −58−20.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 228 | $241.0K | 0.01% | +228 | New |
| Michael B. Yongue | 228 | $241.0K | 0.16% | +228 | New |
| United Bank | 229 | $242.0K | 0.03% | +229 | New |
| Grant/GrossMendelsohn, LLC | 229 | $243.0K | 0.19% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 230 | $243.0K | 0.14% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 230 | $243.0K | 0.14% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 230 | $243.0K | 0.29% | +230 | New |
| Joseph P. Lucia & Associates, LLC | 231 | $244.0K | 0.16% | −6,950−96.8% | Reduced |
| Newman & Schimel, LLC | 231 | $244.0K | 0.14% | −62−21.2% | Reduced |
| Investors Research Corp | 231 | $244.0K | 0.07% | +66+40.0% | Added |
| Scarborough Advisors, LLC | 232 | $245.0K | 0.08% | +232 | New |
| Old North State Wealth Management, LLC | 232 | $245.2K | 0.25% | +232 | New |
| Matrix Private Capital Group LLC | 233 | $246.0K | 0.12% | +233 | New |
| Mount Lucas Management LP | 234 | $247.0K | 0.07% | +234 | New |
| Cable Hill Partners, LLC | 234 | $247.0K | 0.05% | +234 | New |
| Tower View Investment Management & Research LLC | 235 | $248.0K | 0.13% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 235 | $248.0K | 0.14% | +235 | New |
| Sweet Financial Partners, LLC | 235 | $248.0K | 0.10% | +235 | New |
| Wealth Management Solutions, LLC | 236 | $249.0K | 0.13% | +236 | New |
| Guardian Financial Partners, LLC | 237 | $250.0K | 0.24% | +237 | New |
| Long Run Wealth Advisors, LLC | 237 | $250.0K | 0.09% | +237 | New |
| WMG Financial Advisors, LLC | 236 | $250.0K | 0.19% | +236 | New |
| Advisory Services & Investments, LLC | 238 | $252.0K | 0.16% | +238 | New |
| jvl associates llc | 238 | $252.0K | 0.16% | +238 | New |
| Independent Wealth Network Inc. | 239 | $253.0K | 0.16% | −4−1.6% | Reduced |
| LSV Asset Management | 240 | $254.0K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 240 | $254.0K | 0.17% | +240 | New |
| Blue Bell Private Wealth Management, LLC | 240 | $254.0K | 0.07% | +240 | New |
| Crew Capital Management, Ltd. | 240 | $254.0K | 0.21% | +240 | New |
| Astoria Portfolio Advisors LLC. | 240 | $254.0K | 0.20% | +240 | New |
| O'Dell Group, LLC | 241 | $255.0K | 0.07% | +15+6.6% | Added |
| Oak Harvest Investment Services | 242 | $256.0K | 0.06% | −59−19.6% | Reduced |
| Boston Research & Management Inc | 243 | $256.0K | 0.07% | +243 | New |
| Truefg, LLC | 243 | $257.0K | 0.11% | +1+0.4% | Added |
| Fulcrum Equity Management | 243 | $257.0K | 0.10% | +243 | New |
| Kesler, Norman & Wride, LLC | 243 | $257.0K | 0.05% | +243 | New |
| Capital Performance Advisors LLP | 310 | $257.0K | 0.16% | +310 | New |
| Financial Advisory Corp | 244 | $258.0K | 0.12% | −15−5.8% | Reduced |
