| FirstPurpose Wealth LLC | 977 | $257.0K | 0.17% | +116+13.5% | Added |
| NBT Bank N A | 973 | $256.0K | 0.04% | 00.0% | Unchanged |
| L & S Advisors Inc | 973 | $256.0K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 970 | $256.0K | 0.01% | +122+14.4% | Added |
| Penobscot Investment Management Company, Inc. | 969 | $255.0K | 0.04% | +969 | New |
| Nwam LLC | 965 | $255.0K | 0.02% | +965 | New |
| Maven Securities LTD | 963 | $254.0K | 0.04% | +963 | New |
| Personal Capital Advisors Corp | 959 | $253.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 959 | $253.0K | 0.06% | +275+40.2% | Added |
| Virtue Capital Management, LLC | 960 | $253.0K | 0.04% | +960 | New |
| Resurgent Financial Advisors LLC | 956 | $252.0K | 0.17% | +67+7.5% | Added |
| Ifrah Financial Services, Inc. | 953 | $251.0K | 0.08% | −9−0.9% | Reduced |
| Advisors Capital Management, LLC | 947 | $250.0K | 0.01% | −13−1.4% | Reduced |
| Covestor Ltd | 951 | $250.0K | 0.21% | −9−0.9% | Reduced |
| Detalus Advisors, LLC | 949 | $250.0K | 0.15% | +70+8.0% | Added |
| Edmond de Rothschild Holding S.A. | 943 | $249.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 939 | $247.0K | 0.17% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 936 | $247.0K | 0.03% | +1+0.1% | Added |
| Financial Architects, Inc | 936 | $247.0K | 0.31% | +32+3.5% | Added |
| Citizens National Bank Trust Department | 936 | $247.0K | 0.07% | +851+1,001.2% | Added |
| Means Investment Co., Inc. | 933 | $246.0K | 0.05% | +3+0.3% | Added |
| Stony Point Wealth Management Inc. | 935 | $246.0K | 0.16% | +935 | New |
| Desjardins Global Asset Management Inc. | 933 | $245.0K | 0.03% | −117−11.1% | Reduced |
| Hightower 6M Holding, LLC | 929 | $245.0K | 0.02% | −2−0.2% | Reduced |
| Barry Investment Advisors, LLC | 929 | $245.0K | 0.07% | +1+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 928 | $244.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 927 | $244.0K | 0.07% | +13+1.4% | Added |
| CKW Financial Group | 900 | $241.0K | 0.04% | −100−10.0% | Reduced |
| Camarda Financial Advisors, LLC | 913 | $241.0K | 0.24% | 00.0% | Unchanged |
| Platform Technology Partners | 916 | $241.0K | 0.13% | +28+3.2% | Added |
| Brendel Financial Advisors LLC | 912 | $240.0K | 0.21% | 00.0% | Unchanged |
| Private Capital Group, LLC | 907 | $239.0K | 0.18% | −3,541−79.6% | Reduced |
| Gilman Hill Asset Management, LLC | 904 | $238.0K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 903 | $238.0K | 0.00% | +903 | New |
| Chapman Investment Management, LLC | 900 | $237.0K | 0.16% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 899 | $237.0K | 0.02% | +7+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 899 | $237.0K | 0.10% | +899 | New |
| Eudaimonia Partners, LLC | 898 | $237.0K | 0.04% | +898 | New |
| Obermeyer Wood Investment Counsel, LLLP | 895 | $236.0K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 895 | $236.0K | 0.12% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 894 | $236.0K | 0.13% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 892 | $235.0K | 0.02% | 00.0% | Unchanged |
| BBR Partners, LLC | 893 | $235.0K | 0.03% | +893 | New |
| Newman Dignan & Sheerar, Inc. | 887 | $234.0K | 0.08% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 888 | $234.0K | 0.26% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 883 | $233.0K | 0.04% | −146−14.2% | Reduced |
| Legacy Financial Advisors, Inc. | 882 | $232.0K | 0.06% | +882 | New |
| First Pacific Advisors, LP | 870 | $229.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 867 | $229.0K | 0.17% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 864 | $227.7K | 0.16% | 00.0% | Unchanged |
| Claris Advisors, LLC | 860 | $227.0K | 0.25% | −21−2.4% | Reduced |
| Gray Wealth Management Inc. | 861 | $227.0K | 0.14% | +861 | New |
| Axiom Financial Strategies, LLC | 856 | $226.0K | 0.12% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 857 | $226.0K | 0.06% | −14−1.6% | Reduced |
| Wealth Effects LLC | 856 | $226.0K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 857 | $226.0K | 0.04% | +857 | New |
| Private Portfolio Partners LLC | 855 | $225.4K | 0.06% | +1+0.1% | Added |
| Marks Group Wealth Management, Inc | 855 | $225.0K | 0.03% | 00.0% | Unchanged |
| Berkshire Bank | 852 | $225.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds, LLC. | 853 | $225.0K | 0.15% | +853 | New |
| Broderick Brian C | 848 | $223.0K | 0.07% | 00.0% | Unchanged |
| Euclidean Technologies Management, LLC | 846 | $223.0K | 0.23% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 848 | $223.0K | 0.02% | +41+5.1% | Added |
| First Horizon Advisors, Inc. | 846 | $222.0K | 0.01% | +24+2.9% | Added |
| LVW Advisors, LLC | 844 | $222.0K | 0.05% | +844 | New |
| Hanson & Doremus Investment Management | 838 | $221.0K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 840 | $221.0K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 838 | $221.0K | 0.11% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 831 | $219.0K | 0.19% | +831 | New |
| Echo Street Capital Management LLC | 826 | $218.0K | 0.00% | −715−46.4% | Reduced |
| Vicus Capital | 826 | $218.0K | 0.02% | +826 | New |
| All Season Financial Advisors, Inc. | 826 | $218.0K | 0.19% | +826 | New |
| Vista Wealth Management Group, LLC | 797 | $218.0K | 0.03% | +797 | New |
| S&CO Inc | 824 | $217.0K | 0.02% | +824 | New |
| Nicolet Bankshares Inc | 824 | $217.0K | 0.06% | +824 | New |
| HCR Wealth Advisors | 825 | $217.0K | 0.04% | +825 | New |
| Aspiriant, LLC | 822 | $216.0K | 0.01% | −43−5.0% | Reduced |
| Thrive Wealth Management, LLC | 820 | $216.0K | 0.08% | +820 | New |
| Focused Wealth Management, Inc | 815 | $215.0K | 0.04% | −11−1.3% | Reduced |
| Pring Turner Capital Group Inc | 807 | $213.0K | 0.20% | +807 | New |
| Vantage Consulting Group Inc | 803 | $212.0K | 0.12% | −57−6.6% | Reduced |
| Syntax Advisors, LLC | 803 | $212.0K | 0.18% | −57−6.6% | Reduced |
| Berkshire Asset Management LLC | 806 | $212.0K | 0.01% | +806 | New |
| Benin Management CORP | 805 | $212.0K | 0.08% | +805 | New |
| Axxcess Wealth Management, LLC | 804 | $212.0K | 0.02% | +804 | New |
| Wealth Advisory Solutions, LLC | 801 | $211.0K | 0.05% | +801 | New |
| Proequities, Inc. | 798 | $210.0K | 0.02% | +107+15.5% | Added |
| Court Place Advisors, LLC | 796 | $210.0K | 0.08% | +796 | New |
| First Capital Advisors Group, LLC. | 797 | $210.0K | 0.14% | +797 | New |
| Frank, Rimerman Advisors LLC | 794 | $209.2K | 0.08% | +794 | New |
| Arete Wealth Advisors, LLC | 793 | $209.0K | 0.02% | −613−43.6% | Reduced |
| Secure Asset Management, LLC | 795 | $209.0K | 0.12% | −91−10.3% | Reduced |
| Brown Brothers Harriman & Co | 793 | $209.0K | 0.00% | +78+10.9% | Added |
| Cable Hill Partners, LLC | 794 | $209.0K | 0.05% | +794 | New |
| Quent Capital, LLC | 790 | $208.0K | 0.04% | −260−24.8% | Reduced |
| SOA Wealth Advisors, LLC. | 792 | $208.0K | 0.06% | −19−2.3% | Reduced |
| Glassman Wealth Services | 790 | $208.0K | 0.04% | +14+1.8% | Added |
| SNS Financial Group, LLC | 790 | $208.0K | 0.03% | +790 | New |
| Total Clarity Wealth Management, Inc. | 790 | $208.0K | 0.11% | +790 | New |
| Ridgecrest Wealth Partners, LLC | 790 | $208.0K | 0.15% | +790 | New |