| Hilltop National Bank | 705 | $227.5K | 0.06% | +705 | New |
| Johnson Financial Group, Inc. | 704 | $227.2K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 728 | $227.0K | 0.16% | +728 | New |
| Zions Bancorporation, National Association | 703 | $226.9K | 0.01% | −215−23.4% | Reduced |
| MPS Loria Financial Planners, LLC | 703 | $226.9K | 0.07% | +703 | New |
| Asset Allocation & Management Company, LLC | 699 | $226.0K | 0.10% | +699 | New |
| Frisch Financial Group, Inc. | 701 | $226.0K | 0.06% | +701 | New |
| Bravias Capital Group, LLC | 700 | $225.9K | 0.17% | +700 | New |
| Bedell Frazier Investment Counseling, LLC | 698 | $225.3K | 0.06% | +698 | New |
| Zhang Financial LLC | 697 | $225.0K | 0.01% | +697 | New |
| SNS Financial Group, LLC | 696 | $224.6K | 0.02% | +696 | New |
| Cove Private Wealth, LLC | 693 | $223.7K | 0.08% | +693 | New |
| Colorado Capital Management, Inc. | 688 | $222.0K | 0.10% | +688 | New |
| Mystic Asset Management, Inc. | 687 | $221.7K | 0.05% | +687 | New |
| Certified Advisory Corp | 685 | $221.1K | 0.02% | +685 | New |
| Foster Group, Inc. | 685 | $221.1K | 0.01% | +685 | New |
| Up Strategic Wealth Investment Advisors LLC | 684 | $220.8K | 0.17% | +684 | New |
| Ipswich Investment Management Co., Inc. | 683 | $220.4K | 0.05% | +683 | New |
| Guardian Wealth Advisors, LLC | 683 | $220.4K | 0.02% | +683 | New |
| McClarren Financial Advisors, Inc. | 683 | $220.4K | 0.14% | +2+0.3% | Added |
| Gateway Wealth Partners, LLC | 682 | $220.1K | 0.04% | +682 | New |
| Cyr Financial Inc. | 682 | $220.0K | 0.17% | +682 | New |
| Forefront Wealth Management Inc. | 679 | $219.2K | 0.18% | −8,078−92.2% | Reduced |
| Pallas Capital Advisors LLC | 679 | $219.0K | 0.01% | +679 | New |
| First Commonwealth Financial Corp | 678 | $218.8K | 0.05% | +678 | New |
| Connecticut Wealth Management, LLC | 677 | $218.5K | 0.01% | +677 | New |
| Valley Brook Capital Group | 676 | $218.2K | 0.16% | +676 | New |
| Liberty Capital Management, Inc. | 674 | $217.5K | 0.04% | +674 | New |
| National Wealth Management Group, LLC | 674 | $217.5K | 0.12% | +674 | New |
| Stock Yards Bank & Trust Co | 668 | $215.6K | 0.01% | +668 | New |
| Pinnacle Financial Partners Inc | 668 | $215.6K | 0.00% | +668 | New |
| Yoffe Investment Management, LLC | 666 | $215.0K | 0.29% | +666 | New |
| Moloney Securities Asset Management, LLC | 665 | $214.7K | 0.03% | +665 | New |
| Eaton Financial Holdings Company, LLC | 663 | $214.1K | 0.07% | +663 | New |
| Bogart Wealth, LLC | 663 | $214.0K | 0.01% | +79+13.5% | Added |
| CVA Family Office, LLC | 661 | $213.3K | 0.03% | +51+8.4% | Added |
| Hedeker Wealth, LLC | 661 | $213.3K | 0.05% | +661 | New |
| Lodestone Wealth Management LLC | 661 | $213.3K | 0.10% | +661 | New |
| Fort Point Capital Partners LLC | 657 | $212.1K | 0.02% | +657 | New |
| Sentry Investment Management LLC | 677 | $212.0K | 0.12% | 00.0% | Unchanged |
| Allstate Corp | 653 | $210.8K | 0.02% | −7,264−91.8% | Reduced |
| DF Dent & Co Inc | 653 | $210.8K | 0.00% | +653 | New |
| Deltec Asset Management LLC | 650 | $209.8K | 0.04% | +650 | New |
| Crowley Wealth Management, Inc. | 607 | $208.8K | 0.19% | +60+11.0% | Added |
| Keystone Financial Services | 638 | $205.9K | 0.07% | +638 | New |
| Rosenberg Matthew Hamilton | 637 | $205.6K | 0.05% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 636 | $205.3K | 0.08% | +636 | New |
| VisionPoint Advisory Group, LLC | 634 | $204.6K | 0.04% | +634 | New |
| Ergawealth Advisors, Inc. | 632 | $204.0K | 0.09% | +632 | New |
| Destination Wealth Management | 631 | $203.7K | 0.01% | +631 | New |
| Rakuten Securities, Inc. | 629 | $203.0K | 0.08% | −476−43.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 583 | $203.0K | 0.08% | +583 | New |
| Conscious Wealth Investments, LLC | 612 | $202.3K | 0.13% | +612 | New |
| Garde Capital, Inc. | 624 | $201.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 623 | $201.1K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 622 | $200.8K | 0.02% | +622 | New |
| Madison Wealth Partners, Inc | 622 | $200.8K | 0.04% | +622 | New |
| Berkshire Money Management, Inc. | 620 | $200.1K | 0.02% | +620 | New |
| Intact Investment Management Inc. | 602 | $194.3K | 0.01% | −500−45.4% | Reduced |
| Monetary Management Group Inc | 600 | $193.7K | 0.05% | +25+4.3% | Added |
| Cornerstone Planning Group LLC | 563 | $193.4K | 0.04% | +134+31.2% | Added |
| MV Capital Management, Inc. | 598 | $193.0K | 0.02% | +17+2.9% | Added |
| First United Bank Trust | 598 | $193.0K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 597 | $192.7K | 0.01% | +353+144.7% | Added |
| Hazlett, Burt & Watson, Inc. | 594 | $192.0K | 0.08% | +76+14.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $190.4K | 0.00% | −346−37.0% | Reduced |
| TD Private Client Wealth LLC | 584 | $188.5K | 0.00% | −655−52.9% | Reduced |
| Citizens National Bank Trust Department | 583 | $188.2K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 581 | $187.7K | 0.01% | +581 | New |
| Heartland Advisors Inc | 568 | $183.3K | 0.01% | −5,766−91.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $182.0K | 0.06% | +14+2.5% | Added |
| GW&K Investment Management, LLC | 553 | $178.0K | 0.00% | +64+13.1% | Added |
| Global Trust Asset Management, LLC | 549 | $177.2K | 0.09% | +467+569.5% | Added |
| Ostrum Asset Management | 544 | $175.6K | 0.01% | −16−2.9% | Reduced |
| Eastern Bank | 543 | $175.3K | 0.00% | −98−15.3% | Reduced |
| Tortoise Investment Management, LLC | 539 | $174.0K | 0.02% | +13+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 516 | $166.5K | 0.00% | +4+0.8% | Added |
| Trifecta Capital Advisors, LLC | 491 | $158.5K | 0.03% | +476+3,173.3% | Added |
| Chapman Financial Group, LLC | 477 | $154.0K | 0.13% | +477 | New |
| Hoey Investments, Inc | 466 | $150.4K | 0.02% | −68−12.7% | Reduced |
| Stephenson National Bank & Trust | 462 | $149.1K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 451 | $145.6K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 438 | $141.4K | 0.01% | +438 | New |
| AllSquare Wealth Management LLC | 428 | $138.1K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 428 | $138.1K | 0.01% | +428 | New |
| Park Place Capital Corp | 445 | $137.0K | 0.03% | −22−4.7% | Reduced |
| Crewe Advisors LLC | 424 | $136.9K | 0.02% | −90−17.5% | Reduced |
| Archer Investment Corp | 420 | $135.6K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 382 | $129.3K | 0.02% | +1+0.3% | Added |
| Boit C F David | 400 | $129.1K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $129.1K | 0.05% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 398 | $128.6K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 390 | $126.0K | 0.00% | +305+358.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 385 | $124.3K | 0.03% | +100+35.1% | Added |
| Armstrong Advisory Group, Inc | 384 | $124.0K | 0.01% | +86+28.9% | Added |
| McIlrath & Eck, LLC | 381 | $123.0K | 0.01% | +201+111.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 371 | $119.7K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 367 | $118.4K | 0.01% | +61+19.9% | Added |
| Old Point Trust & Financial Services N A | 366 | $118.1K | 0.04% | 00.0% | Unchanged |
| City State Bank | 356 | $114.9K | 0.04% | 00.0% | Unchanged |
