| Nixon Peabody Trust Co | 394 | $252.8K | 0.18% | −4−1.0% | Reduced |
| Barings LLC | 394 | $252.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 394 | $252.6K | 0.07% | −154−28.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 393 | $252.1K | 0.10% | 00.0% | Unchanged |
| Capula Management Ltd | 393 | $252.1K | 0.02% | +393 | New |
| Rollins Financial | 392 | $252.0K | 0.08% | +3+0.8% | Added |
| Peak Planning Group, LLC | 393 | $251.9K | 0.20% | +2+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 400 | $250.8K | 0.14% | −2−0.5% | Reduced |
| Invictus Private Wealth, LLC | 389 | $249.6K | 0.03% | −52−11.8% | Reduced |
| New Republic Capital, LLC | 388 | $248.7K | 0.19% | +388 | New |
| MainStreet Investment Advisors LLC | 387 | $248.3K | 0.03% | +13+3.5% | Added |
| LGT Financial Advisors LLC | 387 | $248.3K | 0.46% | +387 | New |
| FOCUS Wealth Advisors, LLC | 386 | $247.6K | 0.16% | +386 | New |
| Circle Wealth Management, LLC | 379 | $243.1K | 0.04% | +1+0.3% | Added |
| Cordatus Wealth Management LLC | 379 | $243.0K | 0.31% | +379 | New |
| Delphia (USA) Inc. | 376 | $241.2K | 0.30% | −222−37.1% | Reduced |
| Elgethun Capital Management | 375 | $240.7K | 0.08% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 375 | $240.6K | 0.05% | −200−34.8% | Reduced |
| Opal Wealth Advisors, LLC | 374 | $239.6K | 0.14% | +374 | New |
| Smith Anglin Financial, LLC | 373 | $239.6K | 0.04% | −5−1.3% | Reduced |
| Peak Financial Advisors LLC | 373 | $239.3K | 0.20% | −26−6.5% | Reduced |
| First Western Trust Bank | 373 | $239.3K | 0.01% | +373 | New |
| DT Investment Partners, LLC | 374 | $238.6K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 371 | $238.0K | 0.10% | +1+0.3% | Added |
| Financial Advisory Corp | 371 | $238.0K | 0.11% | +371 | New |
| Redwood Financial Network Corp | 370 | $237.4K | 0.24% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 370 | $237.4K | 0.13% | −53−12.5% | Reduced |
| Syntax Advisors, LLC | 370 | $237.4K | 0.18% | −53−12.5% | Reduced |
| Paragon Private Wealth Management, LLC | 369 | $236.7K | 0.20% | +369 | New |
| Finer Wealth Management, Inc. | 368 | $236.1K | 0.20% | −60−14.0% | Reduced |
| United Bank | 368 | $236.1K | 0.03% | +9+2.5% | Added |
| Beacon Financial Advisory LLC | 368 | $236.1K | 0.15% | +2+0.5% | Added |
| Texas Yale Capital Corp. | 365 | $234.2K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 364 | $233.5K | 0.18% | −7−1.9% | Reduced |
| Trellis Advisors, LLC | 364 | $233.5K | 0.11% | +2+0.6% | Added |
| Commerzbank Aktiengesellschaft | 363 | $233.0K | 0.01% | +363 | New |
| Strategic Wealth Designers | 360 | $231.0K | 0.04% | −140−28.0% | Reduced |
| Legacy Advisors, LLC | 359 | $230.3K | 0.04% | +359 | New |
| Charles Schwab Investment Advisory, Inc. | 358 | $229.8K | 0.00% | −17−4.5% | Reduced |
| MSH Capital Advisors LLC | 358 | $229.4K | 0.10% | −86−19.4% | Reduced |
| Sigma Investment Counselors Inc | 357 | $229.0K | 0.02% | −261−42.2% | Reduced |
| Eagle Bay Advisors LLC | 355 | $227.7K | 0.12% | −49−12.1% | Reduced |
| Congress Park Capital LLC | 354 | $227.1K | 0.14% | −150−29.8% | Reduced |
| Lincoln Capital Corp | 353 | $226.5K | 0.13% | +353 | New |
| Maple Capital Management, Inc. | 353 | $226.5K | 0.03% | +353 | New |
| Security National Bank | 353 | $226.5K | 0.06% | +353 | New |
| Beta Wealth Group, Inc. | 353 | $226.5K | 0.13% | +353 | New |
| Capital Advisors, Ltd. LLC | 353 | $226.0K | 0.04% | −141−28.5% | Reduced |
| Auxano Advisors, LLC | 351 | $225.3K | 0.09% | +351 | New |
| Warren Street Wealth Advisors, LLC | 351 | $225.2K | 0.16% | +351 | New |
| Hofer & Associates. Inc | 398 | $222.5K | 0.22% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 347 | $222.5K | 0.03% | +347 | New |
| J.Safra Asset Management Corp | 345 | $221.3K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 345 | $221.0K | 0.16% | −128−27.1% | Reduced |
| Clarity Wealth Advisors, LLC | 344 | $220.7K | 0.11% | +344 | New |
| Dearborn Partners LLC | 342 | $219.4K | 0.01% | +342 | New |
| Cottonwood Capital Advisors, LLC | 340 | $218.1K | 0.20% | −51−13.0% | Reduced |
| Missouri Trust & Investment Co | 340 | $218.1K | 0.14% | −18−5.0% | Reduced |
| Sabal Trust CO | 340 | $218.1K | 0.02% | +340 | New |
| Inscription Capital, LLC | 340 | $218.1K | 0.06% | +340 | New |
| Key Client Fiduciary Advisors, LLC | 340 | $218.0K | 0.14% | −80−19.0% | Reduced |
| Joel Isaacson & Co., LLC | 338 | $216.9K | 0.02% | +338 | New |
| American Money Management, LLC | 338 | $216.9K | 0.06% | +338 | New |
| Herold Advisors, Inc. | 337 | $216.2K | 0.07% | +337 | New |
| McGuire Investment Group, LLC | 336 | $215.6K | 0.04% | +336 | New |
| Darwin Advisors, LLC | 343 | $215.1K | 0.06% | −44−11.4% | Reduced |
| PRW Wealth Management LLC | 342 | $214.3K | 0.08% | −22−6.0% | Reduced |
| Pensionmark Financial Group, LLC | 333 | $213.7K | 0.04% | +333 | New |
| Atticus Wealth Management, LLC | 332 | $213.2K | 0.08% | −151−31.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 332 | $213.0K | 0.05% | +332 | New |
| Global Strategic Investment Solutions, LLC | 331 | $212.3K | 0.03% | +331 | New |
| Dark Forest Capital Management LP | 331 | $212.3K | 0.05% | +331 | New |
| Blue Investment Partners LLC | 331 | $212.3K | 0.21% | +331 | New |
| Mraz, Amerine & Associates, Inc. | 330 | $211.7K | 0.05% | +330 | New |
| Pure Financial Advisors, Inc. | 330 | $211.7K | 0.01% | +330 | New |
| Parkside Investments, LLC | 330 | $211.7K | 0.04% | −150−31.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 328 | $210.6K | 0.11% | +328 | New |
| NBT Bank N A | 327 | $209.8K | 0.03% | +327 | New |
| Column Capital Advisors, LLC | 326 | $209.1K | 0.03% | −49−13.1% | Reduced |
| Baystate Wealth Management LLC | 324 | $208.5K | 0.02% | +4+1.3% | Added |
| BlackDiamond Wealth Management Inc. | 335 | $208.4K | 0.21% | +335 | New |
| OneAscent Financial Services LLC | 324 | $208.0K | 0.08% | +324 | New |
| Davidson Trust Co | 324 | $207.9K | 0.16% | +324 | New |
| Heck Capital Advisors, LLC | 323 | $207.2K | 0.04% | +13+4.2% | Added |
| Yoder Wealth Management, Inc. | 323 | $207.2K | 0.17% | +323 | New |
| Hartford Funds Management Co LLC | 322 | $206.6K | 0.02% | +322 | New |
| Headinvest, LLC | 322 | $206.6K | 0.05% | −82−20.3% | Reduced |
| Trifecta Capital Advisors, LLC | 322 | $206.6K | 0.07% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 322 | $206.6K | 0.05% | +322 | New |
| Stockman Wealth Management, Inc. | 321 | $205.9K | 0.05% | +321 | New |
| KLR Investment Advisors, LLC | 319 | $204.7K | 0.18% | +319 | New |
| First American Trust, FSB | 318 | $204.0K | 0.03% | +318 | New |
| Kerntke Otto McGlone Wealth Management Group | 317 | $204.0K | 0.21% | +317 | New |
| Aft, Forsyth & Company, Inc. | 317 | $203.4K | 0.16% | +317 | New |
| LJI Wealth Management, LLC | 317 | $203.4K | 0.06% | +317 | New |
| Claret Asset Management Corp | 317 | $203.0K | 0.04% | +317 | New |
| Aletheian Wealth Advisors LLC | 315 | $202.1K | 0.18% | +315 | New |
| Interchange Capital Partners, LLC | 315 | $201.9K | 0.11% | +315 | New |
| Roman Butler Fullerton & Co | 324 | $201.5K | 0.10% | +324 | New |
| Westshore Wealth, LLC | 313 | $200.8K | 0.11% | +313 | New |
