| Moloney Securities Asset Management, LLC | 968 | $299.7K | 0.04% | −500−34.1% | Reduced |
| Sym Financial Corp | 968 | $299.7K | 0.03% | +968 | New |
| Nwam LLC | 987 | $299.2K | 0.02% | +29+3.0% | Added |
| Capital Performance Advisors LLP | 964 | $298.4K | 0.06% | +42+4.6% | Added |
| Moneta Group Investment Advisors LLC | 961 | $297.5K | 0.00% | +73+8.2% | Added |
| L2 Asset Management, LLC | 961 | $297.4K | 0.05% | +47+5.1% | Added |
| MBB Public Markets I LLC | 960 | $297.2K | 0.03% | −218−18.5% | Reduced |
| Brucke Financial, Inc. | 960 | $297.2K | 0.21% | +148+18.2% | Added |
| Pinnacle Associates Ltd | 949 | $293.8K | 0.00% | +949 | New |
| LVW Advisors, LLC | 949 | $293.8K | 0.03% | +949 | New |
| Larson Financial Group LLC | 947 | $293.2K | 0.01% | −97−9.3% | Reduced |
| TriaGen Wealth Management LLC | 945 | $292.5K | 0.09% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 943 | $291.9K | 0.28% | −56−5.6% | Reduced |
| Breed's Hill Capital LLC | 936 | $289.8K | 0.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 977 | $288.8K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 929 | $287.6K | 0.02% | +929 | New |
| Brown Capital Management LLC | 926 | $286.7K | 0.01% | −507−35.4% | Reduced |
| Phoenix Wealth Advisors | 919 | $284.5K | 0.12% | 00.0% | Unchanged |
| Pacitti Group Inc. | 910 | $281.7K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 909 | $281.4K | 0.01% | +75+9.0% | Added |
| Proficio Capital Partners LLC | 906 | $280.5K | 0.02% | +906 | New |
| Goldstone Financial Group, LLC | 885 | $280.2K | 0.04% | −159−15.2% | Reduced |
| Cypress Wealth Services, LLC | 903 | $279.5K | 0.05% | +903 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 898 | $278.0K | 0.02% | +898 | New |
| Synergy Financial Group, LTD | 896 | $277.4K | 0.20% | −89−9.0% | Reduced |
| Hilltop Holdings Inc. | 893 | $276.4K | 0.02% | −1,872−67.7% | Reduced |
| Crescent Grove Advisors, LLC | 886 | $274.3K | 0.03% | +16+1.8% | Added |
| Resonant Capital Advisors, LLC | 883 | $273.4K | 0.02% | +883 | New |
| Evelyn Partners Investment Management LLP | 878 | $271.8K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 873 | $270.3K | 0.02% | −10−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 871 | $269.6K | 0.05% | +4+0.5% | Added |
| Evercore Wealth Management, LLC | 866 | $268.1K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 864 | $267.5K | 0.02% | +864 | New |
| Brown, Lisle/Cummings, Inc. | 862 | $266.8K | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 862 | $266.8K | 0.02% | +25+3.0% | Added |
| Sandy Cove Advisors, LLC | 861 | $266.5K | 0.10% | +82+10.5% | Added |
| Ci Investments Inc. | 857 | $265.0K | 0.00% | +158+22.6% | Added |
| FourThought Financial Partners, LLC | 856 | $265.0K | 0.03% | −35−3.9% | Reduced |
| City National Bank of Florida | 854 | $264.4K | 0.19% | +854 | New |
| Smithfield Trust Co | 848 | $262.0K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 844 | $261.3K | 0.14% | −3,546−80.8% | Reduced |
| First Citizens Bank & Trust Co | 840 | $260.0K | 0.00% | −93−10.0% | Reduced |
| Prelude Capital Management, LLC | 839 | $259.7K | 0.03% | +839 | New |
| Sage Private Wealth Group, LLC | 822 | $254.5K | 0.16% | +42+5.4% | Added |
| Clear Street Markets LLC | 818 | $253.2K | 0.09% | +818 | New |
| Patton Fund Management, Inc. | 815 | $252.3K | 0.06% | +815 | New |
| Grimes & Company, Inc. | 815 | $252.2K | 0.01% | +15+1.9% | Added |
| UMA Financial Services, Inc. | 814 | $252.0K | 0.04% | +13+1.6% | Added |
| Seven Mile Advisory | 808 | $250.1K | 0.15% | −38−4.5% | Reduced |
| Paragon Private Wealth Management, LLC | 805 | $249.2K | 0.10% | −78−8.8% | Reduced |
| Genesis Private Wealth, LLC | 804 | $248.9K | 0.12% | +804 | New |
| Symphony Financial, Ltd. Co. | 1,875 | $248.8K | 0.03% | +1,875 | New |
| Mairs & Power Inc | 801 | $248.0K | 0.00% | +1+0.1% | Added |
| Northwest Financial Advisors | 800 | $247.7K | 0.35% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 799 | $247.3K | 0.03% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 792 | $245.2K | 0.18% | +20+2.6% | Added |
| Boston Private Wealth LLC | 791 | $244.9K | 0.01% | −1,213−60.5% | Reduced |
| OneAscent Financial Services LLC | 788 | $244.0K | 0.02% | +788 | New |
| Mitchell McLeod Pugh & Williams Inc | 786 | $243.3K | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 786 | $243.3K | 0.03% | +786 | New |
| Fulton Bank, N.A. | 776 | $240.2K | 0.01% | +776 | New |
| Cypress Advisory Group LLC | 775 | $239.9K | 0.19% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 775 | $239.9K | 0.03% | +775 | New |
| Claret Asset Management Corp | 768 | $238.0K | 0.03% | −125−14.0% | Reduced |
| Verdence Capital Advisors LLC | 768 | $237.8K | 0.02% | +768 | New |
| Whittier Trust Co | 765 | $236.8K | 0.00% | −878−53.4% | Reduced |
| Nadler Financial Group, Inc. | 763 | $236.2K | 0.02% | +763 | New |
| KPP Advisory Services LLC | 759 | $235.0K | 0.04% | +759 | New |
| Dunhill Financial, LLC | 758 | $234.9K | 0.07% | −24−3.1% | Reduced |
| Oak Thistle LLC | 758 | $234.7K | 0.03% | +758 | New |
| Diversified Enterprises, LLC | 758 | $234.7K | 0.02% | +758 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 757 | $234.3K | 0.05% | +757 | New |
| Texas Yale Capital Corp. | 750 | $232.2K | 0.01% | +750 | New |
| Adviser Investments LLC | 750 | $232.2K | 0.00% | +750 | New |
| 3Chopt Investment Partners, LLC | 748 | $231.6K | 0.06% | +748 | New |
| Central Trust Co | 747 | $231.3K | 0.01% | −45−5.7% | Reduced |
| Formidable Asset Management, LLC | 870 | $227.8K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 735 | $227.5K | 0.01% | +735 | New |
| Essex Savings Bank | 735 | $227.5K | 0.05% | +735 | New |
| Nicholas Hoffman & Company, LLC. | 733 | $226.9K | 0.01% | +733 | New |
| Prospera Financial Services Inc | 726 | $224.7K | 0.00% | +726 | New |
| Kera Capital Partners, Inc. | 722 | $223.5K | 0.04% | +722 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 718 | $222.3K | 0.08% | +718 | New |
| Childress Capital Advisors, LLC | 718 | $222.1K | 0.06% | +718 | New |
| Level Four Advisory Services, LLC | 712 | $220.4K | 0.01% | +712 | New |
| Meriwether Wealth & Planning, LLC | 711 | $220.1K | 0.14% | +711 | New |
| ASB Consultores, LLC | 710 | $219.8K | 0.15% | +710 | New |
| Jacobsen Capital Management | 707 | $218.9K | 0.08% | +707 | New |
| SBI Securities Co., Ltd. | 701 | $217.0K | 0.01% | −159−18.5% | Reduced |
| World Equity Group, Inc. | 700 | $216.7K | 0.06% | +700 | New |
| First Long Island Investors, LLC | 698 | $216.1K | 0.02% | −143−17.0% | Reduced |
| Becker Capital Management Inc | 697 | $215.8K | 0.01% | +697 | New |
| Alpha Cubed Investments, LLC | 688 | $213.0K | 0.01% | −194−22.0% | Reduced |
| Blue Barn Wealth, LLC | 686 | $212.4K | 0.10% | +686 | New |
| DT Investment Partners, LLC | 685 | $212.1K | 0.02% | 00.0% | Unchanged |
| waypoint wealth counsel | 685 | $212.1K | 0.11% | +685 | New |
| Axxcess Wealth Management, LLC | 682 | $211.1K | 0.01% | +682 | New |
| Fairscale Capital, LLC | 696 | $211.0K | 0.15% | −14−2.0% | Reduced |
| New Insight Wealth Advisors | 679 | $210.2K | 0.09% | +679 | New |
| Canandaigua National Trust Co of Florida | 670 | $207.4K | 0.15% | +670 | New |
