| Belmont Capital, LLC | 762 | $187.0K | 0.08% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 763 | $187.4K | 0.08% | −3−0.4% | Reduced |
| Acropolis Investment Management, LLC | 766 | $188.1K | 0.01% | +89+13.1% | Added |
| Sugarloaf Wealth Management, LLC | 788 | $193.5K | 0.05% | +31+4.1% | Added |
| O'Dell Group, LLC | 800 | $196.5K | 0.05% | +800 | New |
| Pingora Partners LLC | 800 | $196.5K | 0.17% | +800 | New |
| Advantage Trust Co | 814 | $199.9K | 0.16% | +814 | New |
| Benin Management CORP | 815 | $200.2K | 0.07% | +815 | New |
| Hansen & Associates Financial Group, Inc. | 803 | $200.6K | 0.10% | +803 | New |
| Second Half Financial Partners, LLC | 817 | $200.8K | 0.10% | +817 | New |
| West Oak Capital, LLC | 845 | $201.0K | 0.09% | 00.0% | Unchanged |
| Hemington Wealth Management | 820 | $201.0K | 0.08% | +820 | New |
| Howard Financial Services, Ltd. | 819 | $201.1K | 0.04% | +819 | New |
| Fermata Advisors, LLC | 822 | $201.8K | 0.05% | +822 | New |
| Selway Asset Management | 822 | $201.9K | 0.08% | +822 | New |
| E Fund Management Co., Ltd. | 823 | $202.1K | 0.01% | +823 | New |
| Chemistry Wealth Management LLC | 824 | $202.4K | 0.06% | +824 | New |
| S. R. Schill & Associates | 825 | $202.6K | 0.09% | +825 | New |
| Kinloch Capital, LLC | 825 | $202.6K | 0.13% | +825 | New |
| Inspire Advisors, LLC | 826 | $202.8K | 0.03% | +826 | New |
| New Republic Capital, LLC | 833 | $204.7K | 0.15% | +833 | New |
| WCM Investment Management, LLC | 832 | $204.7K | 0.00% | +832 | New |
| Financial Management Professionals, Inc. | 834 | $205.0K | 0.03% | −9−1.1% | Reduced |
| Red Wave Investments LLC | 835 | $205.1K | 0.08% | +835 | New |
| Kohmann Bosshard Financial Services, LLC | 836 | $205.3K | 0.03% | +836 | New |
| Heritage Financial Services, LLC | 836 | $205.3K | 0.03% | +836 | New |
| Meritage Portfolio Management | 837 | $206.0K | 0.01% | +837 | New |
| Gerber Kawasaki Wealth & Investment Management | 838 | $206.1K | 0.01% | −156−15.7% | Reduced |
| Sharp Financial Services, LLC | 841 | $206.4K | 0.22% | +841 | New |
| Reuter James Wealth Management, LLC | 842 | $206.8K | 0.14% | +842 | New |
| Atlas Private Wealth Advisors | 845 | $207.5K | 0.04% | +845 | New |
| Iowa State Bank | 845 | $207.5K | 0.05% | +845 | New |
| Apella Capital, LLC | 862 | $207.8K | 0.01% | +862 | New |
| Hohimer Wealth Management, LLC | 851 | $209.0K | 0.05% | −490−36.5% | Reduced |
| Arrowroot Family Office, LLC | 851 | $209.1K | 0.15% | +851 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 852 | $209.2K | 0.06% | +852 | New |
| LCNB Corp | 852 | $209.3K | 0.08% | +852 | New |
| Carolinas Wealth Consulting LLC | 857 | $210.6K | 0.05% | +185+27.5% | Added |
| GW&K Investment Management, LLC | 859 | $211.0K | 0.00% | −2,091−70.9% | Reduced |
| Providence Wealth Advisors, LLC | 758 | $211.1K | 0.25% | −712−48.4% | Reduced |
| MBA Advisors LLC | 860 | $211.2K | 0.12% | +860 | New |
| Somerset Trust Co | 862 | $211.7K | 0.09% | −189−18.0% | Reduced |
| Hofer & Associates. Inc | 862 | $211.7K | 0.20% | +862 | New |
| Overbrook Management Corp | 866 | $212.7K | 0.04% | +866 | New |
| Wealth Effects LLC | 866 | $212.7K | 0.08% | +866 | New |
| Titleist Asset Management, LLC | 869 | $213.4K | 0.04% | +869 | New |
| waypoint wealth counsel | 869 | $213.5K | 0.18% | +869 | New |
| Fortis Capital Advisors, LLC | 872 | $214.2K | 0.12% | +872 | New |
| First National Bank & Trust Co of Newtown | 874 | $214.7K | 0.05% | +874 | New |
| MBE Wealth Management, LLC | 880 | $216.2K | 0.11% | +880 | New |
| Zullo Investment Group, Inc. | 880 | $216.4K | 0.11% | +880 | New |
| Legacy Edge Advisors, LLC | 881 | $216.4K | 0.05% | +881 | New |
| Synergy Financial Group, LTD | 882 | $216.7K | 0.27% | +882 | New |
| Apexium Financial, LP | 883 | $216.8K | 0.02% | +883 | New |
| Grove Bank & Trust | 883 | $216.9K | 0.04% | −39−4.2% | Reduced |
| DMG Group, LLC | 885 | $217.4K | 0.21% | +885 | New |
| Ullmann Financial Group, Inc. | 886 | $217.6K | 0.04% | −100−10.1% | Reduced |
| Keener Financial Planning LLC | 889 | $218.0K | 0.17% | +889 | New |
| Wynn Capital, LLC | 889 | $218.4K | 0.18% | +889 | New |
| Silver Oak Advisory Group, Inc. | 892 | $219.0K | 0.13% | +892 | New |
| Cooper/Haims Advisors, LLC | 893 | $219.3K | 0.12% | −200−18.3% | Reduced |
| Vicus Capital | 895 | $219.8K | 0.02% | −1,777−66.5% | Reduced |
| Greenspring Advisors, LLC | 895 | $219.8K | 0.06% | +895 | New |
| Home Federal Bank of Tennessee | 895 | $219.8K | 0.07% | +895 | New |
| ASB Consultores, LLC | 899 | $220.9K | 0.07% | −672−42.8% | Reduced |
| Dillon & Associates Inc | 900 | $221.0K | 0.04% | +900 | New |
| Garrett Investment Advisors LLC | 900 | $221.1K | 0.03% | −297−24.8% | Reduced |
| Hyperion Capital Advisors LP | 900 | $221.1K | 0.12% | +900 | New |
| Jmac Enterprises LLC | 900 | $221.1K | 0.05% | +900 | New |
| Kearns & Associates LLC | 900 | $221.1K | 0.19% | +900 | New |
| WestHill Financial Advisors, Inc. | 901 | $221.3K | 0.06% | +901 | New |
| Abel Hall, LLC | 909 | $223.3K | 0.19% | +909 | New |
| Up Strategic Wealth Investment Advisors LLC | 911 | $223.8K | 0.41% | +911 | New |
| Redwood Investment Management, LLC | 913 | $224.0K | 0.02% | −412−31.1% | Reduced |
| Atwood & Palmer Inc | 912 | $224.0K | 0.02% | −100−9.9% | Reduced |
| Old Second National Bank of Aurora | 913 | $224.3K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 930 | $224.7K | 0.18% | +930 | New |
| Freedom Day Solutions, LLC | 916 | $224.9K | 0.09% | +916 | New |
| Strategic Financial Services, Inc, | 916 | $225.0K | 0.02% | +916 | New |
| Peak Financial Advisors LLC | 918 | $225.5K | 0.15% | −134−12.7% | Reduced |
| Ehrlich Financial Group | 919 | $225.7K | 0.23% | +919 | New |
| Solidarilty Wealth, LLC | 920 | $226.0K | 0.08% | −480−34.3% | Reduced |
| Ballast Advisors LLC | 920 | $226.0K | 0.08% | −406−30.6% | Reduced |
| Riverview Trust Co | 921 | $226.2K | 0.23% | +63+7.3% | Added |
| Ade, LLC | 922 | $226.5K | 0.16% | +922 | New |
| Harbour Trust & Investment Management Co | 922 | $226.5K | 0.03% | +922 | New |
| Park Edge Advisors, LLC | 923 | $226.6K | 0.08% | −2,106−69.5% | Reduced |
| McClarren Financial Advisors, Inc. | 924 | $227.0K | 0.17% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 931 | $228.7K | 0.01% | +931 | New |
| Adirondack Trust Co | 905 | $229.6K | 0.10% | −801−47.0% | Reduced |
| Delta Accumulation, LLC | 1,122 | $229.6K | 2.54% | +12+1.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 939 | $230.5K | 0.10% | +939 | New |
| Fiduciary Alliance LLC | 939 | $230.6K | 0.05% | −57−5.7% | Reduced |
| Gleason Group, Inc. | 940 | $230.8K | 0.05% | +5+0.5% | Added |
| Landaas & Co | 942 | $231.0K | 0.09% | +942 | New |
| Fountainhead AM, LLC | 941 | $231.0K | 0.06% | +941 | New |
| Transform Wealth, LLC | 946 | $232.4K | 0.02% | −84−8.2% | Reduced |
| Revolve Wealth Partners, LLC | 949 | $233.1K | 0.05% | +949 | New |
| Summit Financial Wealth Advisors, LLC | 950 | $233.3K | 0.05% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 952 | $233.8K | 0.01% | +952 | New |