| Cook Wealth Management Group LLC | 809 | $209.0K | 0.16% | +809 | New |
| Capital City Trust Co | 847 | $208.4K | 0.06% | +847 | New |
| Carmel Capital Partners, LLC | 847 | $208.4K | 0.11% | +52+6.5% | Added |
| Verus Financial Partners, Inc. | 794 | $208.2K | 0.03% | +794 | New |
| Lavaca Capital LLC | 845 | $207.9K | 0.06% | −275−24.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 845 | $207.8K | 0.19% | +845 | New |
| First National Bank of South Miami | 842 | $207.2K | 0.17% | +152+22.0% | Added |
| Encompass Wealth Advisors, LLC | 841 | $206.9K | 0.07% | +841 | New |
| Security National Bank of Sioux City Iowa | 839 | $206.4K | 0.16% | +839 | New |
| Gemmer Asset Management LLC | 839 | $206.4K | 0.03% | +839 | New |
| Blodgett Wealth Advisors, LLC | 839 | $206.4K | 0.21% | +839 | New |
| Castle Rock Wealth Management, LLC | 859 | $206.4K | 0.07% | +859 | New |
| BEAM Asset Management, LLC | 836 | $205.6K | 0.14% | +836 | New |
| NEIRG Wealth Management, LLC | 833 | $204.9K | 0.04% | −6,584−88.8% | Reduced |
| Rise Advisors, LLC | 832 | $204.7K | 0.16% | +43+5.4% | Added |
| Versant Capital Management, Inc | 830 | $204.3K | 0.07% | −35−4.0% | Reduced |
| JT Stratford LLC | 830 | $204.2K | 0.05% | +830 | New |
| First National Bank of Omaha | 826 | $203.2K | 0.01% | +826 | New |
| Hanlon Investment Management, Inc. | 826 | $203.2K | 0.06% | +826 | New |
| Stonebridge Financial Planning Group, LLC | 825 | $203.0K | 0.12% | +825 | New |
| Alpine Woods Capital Investors, LLC | 821 | $202.0K | 0.03% | +821 | New |
| Bridge Advisory, LLC | 815 | $200.5K | 0.07% | +815 | New |
| Pinnacle Bancorp, Inc. | 797 | $196.1K | 0.07% | +79+11.0% | Added |
| Intrepid Capital Management Inc | 796 | $195.9K | 0.14% | +796 | New |
| Icon Wealth Partners, LLC | 795 | $195.6K | 0.02% | +182+29.7% | Added |
| Tilia Fiduciary Partners, Inc. | 789 | $194.2K | 0.17% | −422−34.8% | Reduced |
| Avalon Trust Co | 784 | $192.9K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 781 | $192.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 776 | $190.9K | 0.10% | −6−0.8% | Reduced |
| Elgethun Capital Management | 765 | $188.1K | 0.06% | +3+0.4% | Added |
| Strengthening Families & Communities, LLC | 749 | $184.0K | 0.08% | +737+6,141.7% | Added |
| Steward Financial Group LLC | 741 | $182.0K | 0.06% | +741 | New |
| McIlrath & Eck, LLC | 739 | $181.7K | 0.04% | +51+7.4% | Added |
| Baystate Wealth Management LLC | 733 | $180.6K | 0.01% | +530+261.1% | Added |
| Ulland Investment Advisors, LLC | 715 | $176.0K | 0.18% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 714 | $175.6K | 0.02% | +55+8.3% | Added |
| Westside Investment Management, Inc. | 709 | $174.9K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 701 | $173.4K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 691 | $170.0K | 0.02% | −300−30.3% | Reduced |
| Pacifica Partners Inc. | 690 | $168.9K | 0.10% | −25−3.5% | Reduced |
| Piscataqua Savings Bank | 686 | $168.8K | 0.14% | 00.0% | Unchanged |
| Private Ocean, LLC | 672 | $165.3K | 0.02% | +477+244.6% | Added |
| Pacific Center for Financial Services | 667 | $164.1K | 0.05% | +4+0.6% | Added |
| Ten Capital Wealth Advisors, LLC | 666 | $163.0K | 0.05% | −26−3.8% | Reduced |
| Endurance Wealth Management, Inc. | 664 | $163.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 653 | $160.7K | 0.07% | +653 | New |
| St. Johns Investment Management Company, LLC | 650 | $159.9K | 0.09% | +650 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 613 | $150.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 610 | $150.1K | 0.07% | −60−9.0% | Reduced |
| Granite FO LLC | 600 | $147.6K | 0.10% | −2,400−80.0% | Reduced |
| Farther Finance Advisors, LLC | 595 | $146.4K | 0.03% | +37+6.6% | Added |
| WealthPlan Investment Management, LLC | 590 | $145.2K | 0.04% | −300−33.7% | Reduced |
| Castleview Partners, LLC | 589 | $144.9K | 0.13% | −382−39.3% | Reduced |
| Venturi Wealth Management, LLC | 573 | $141.1K | 0.01% | +127+28.5% | Added |
| TSFG, LLC | 568 | $140.0K | 0.05% | +8+1.4% | Added |
| Northwest Bank & Trust Co | 557 | $137.0K | 0.13% | +557 | New |
| Stephens Consulting, LLC | 551 | $135.5K | 0.05% | −15−2.7% | Reduced |
| Cape Investment Advisory, Inc. | 545 | $134.2K | 0.07% | +3+0.6% | Added |
| Capital Analysts, LLC | 550 | $134.0K | 0.01% | +60+12.2% | Added |
| Pin Oak Investment Advisors Inc | 538 | $132.0K | 0.15% | +306+131.9% | Added |
| First Personal Financial Services | 533 | $131.1K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 510 | $125.5K | 0.12% | +10+2.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 507 | $124.7K | 0.06% | −106−17.3% | Reduced |
| DB Wealth Management Group, LLC | 506 | $124.5K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 505 | $124.3K | 0.73% | −60−10.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 500 | $123.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 488 | $120.1K | 0.11% | +2+0.4% | Added |
| Riverview Trust Co | 485 | $119.3K | 0.11% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 468 | $115.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 468 | $115.0K | 0.09% | +35+8.1% | Added |
| SRS Capital Advisors, Inc. | 466 | $114.5K | 0.01% | +24+5.4% | Added |
| C M Bidwell & Associates Ltd | 465 | $114.4K | 0.08% | +465 | New |
| Financial Freedom, LLC | 463 | $113.9K | 0.08% | +2+0.4% | Added |
| BerganKDV Wealth Management, LLC | 450 | $110.7K | 0.01% | −168−27.2% | Reduced |
| Rowland & Co Investment Counsel | 431 | $106.1K | 0.03% | +431 | New |
| Front Row Advisors LLC | 430 | $106.0K | 0.05% | −19−4.2% | Reduced |
| Bank of New Hampshire | 428 | $105.3K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $105.0K | 0.02% | −1−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 425 | $104.6K | 0.02% | +187+78.6% | Added |
| Nordwand Advisors, LLC | 420 | $103.3K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 501 | $103.1K | 0.10% | +250+99.6% | Added |
| General Partner, Inc. | 418 | $102.8K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 418 | $102.8K | 0.03% | +418 | New |
| Carolinas Wealth Consulting LLC | 418 | $102.8K | 0.02% | −68−14.0% | Reduced |
| Duncker Streett & Co Inc | 398 | $97.8K | 0.02% | +2+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 395 | $97.2K | 0.03% | +395 | New |
| Prudent Man Advisors, LLC | 390 | $96.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 385 | $94.7K | 0.01% | +31+8.8% | Added |
| AllSquare Wealth Management LLC | 448 | $94.0K | 0.06% | 00.0% | Unchanged |
| Motco | 382 | $94.0K | 0.01% | +262+218.3% | Added |
| Delos Wealth Advisors, LLC | 376 | $92.5K | 0.12% | −632−62.7% | Reduced |
| Independence Bank of Kentucky | 362 | $89.1K | 0.04% | −50−12.1% | Reduced |
| Bell Investment Advisors, Inc | 358 | $88.1K | 0.02% | +8+2.3% | Added |
| Atticus Wealth Management, LLC | 356 | $87.6K | 0.03% | −10−2.7% | Reduced |
| HighMark Wealth Management LLC | 352 | $86.5K | 0.07% | +1+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 350 | $86.1K | 0.05% | +300+600.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $86.0K | 0.06% | −325−48.1% | Reduced |
| Centerpoint Advisors, LLC | 340 | $84.0K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 340 | $83.7K | 0.02% | +340 | New |
| Hillsdale Investment Management Inc. | 330 | $81.2K | 0.01% | +20+6.5% | Added |
