| Gradient Capital Advisors, LLC | 362 | $276.3K | 0.06% | +362 | New |
| Spears Abacus Advisors LLC | 361 | $275.5K | 0.00% | +361 | New |
| Ledyard National Bank | 360 | $274.7K | 0.02% | +360 | New |
| G&S Capital LLC | 360 | $274.7K | 0.08% | +360 | New |
| Kercheville Advisors, LLC | 360 | $274.7K | 0.08% | +360 | New |
| Intrust Bank NA | 357 | $272.4K | 0.02% | +357 | New |
| Requisite Capital Management, LLC | 357 | $272.3K | 0.05% | +357 | New |
| D'Orazio & Associates, Inc. | 356 | $271.7K | 0.03% | +356 | New |
| Purkiss Capital Advisors LLC | 355 | $270.9K | 0.10% | +355 | New |
| New Republic Capital, LLC | 354 | $270.4K | 0.06% | +354 | New |
| Johnson Financial Group, LLC | 354 | $270.2K | 0.01% | +354 | New |
| Stonebrook Private Inc. | 353 | $269.4K | 0.05% | +353 | New |
| Wilkerson Advisory Group LLC | 352 | $268.6K | 0.08% | −47−11.8% | Reduced |
| Cypress Capital, LLC | 352 | $268.6K | 0.07% | +352 | New |
| Patron Partners Advisors, LLC | 352 | $268.6K | 0.10% | +352 | New |
| Solstein Capital, LLC | 350 | $267.1K | 0.09% | −525−60.0% | Reduced |
| Nadler Financial Group, Inc. | 350 | $267.1K | 0.02% | +350 | New |
| Stonebridge Financial Planning Group, LLC | 350 | $267.1K | 0.09% | +350 | New |
| Inman Jager Wealth Management, LLC | 350 | $267.1K | 0.14% | +350 | New |
| Investment Research & Advisory Group, Inc. | 342 | $266.3K | 0.08% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 349 | $266.3K | 0.08% | +349 | New |
| Dividend Assets Capital, LLC | 346 | $264.0K | 0.05% | +346 | New |
| McDonough Capital Management, Inc | 346 | $264.0K | 0.13% | +346 | New |
| Nolet Wealth Management, LLC | 346 | $263.7K | 0.15% | +346 | New |
| JB Capital LLC | 344 | $262.7K | 0.01% | +344 | New |
| Dempze Nancy E | 341 | $260.2K | 0.12% | +341 | New |
| David R. Rahn & Associates Inc. | 340 | $259.5K | 0.06% | +340 | New |
| Salvus Wealth Management, LLC | 340 | $259.5K | 0.15% | +340 | New |
| DSM Capital Partners LLC | 339 | $258.7K | 0.00% | +339 | New |
| Patriot Financial Group Insurance Agency, LLC | 338 | $257.6K | 0.03% | −286−45.8% | Reduced |
| ZWJ Investment Counsel Inc | 337 | $257.2K | 0.01% | +337 | New |
| CFO4Life Group, LLC | 337 | $257.2K | 0.03% | +337 | New |
| Falcon Wealth Planning | 337 | $257.2K | 0.02% | +337 | New |
| Petra Financial Advisors Inc | 337 | $257.2K | 0.12% | +337 | New |
| South State Corp. | 336 | $256.4K | 0.01% | +53+18.7% | Added |
| Sand Hill Global Advisors, LLC | 336 | $256.4K | 0.01% | +336 | New |
| Corrado Advisors, LLC | 335 | $255.7K | 0.12% | +335 | New |
| Capstone Wealth Management Group, Inc. | 335 | $255.7K | 0.15% | +335 | New |
| Trinity Legacy Partners, LLC | 1,252 | $255.1K | 0.05% | +1,252 | New |
| BCS Wealth Management | 334 | $254.9K | 0.05% | +334 | New |
| Lazari Capital Management, Inc. | 334 | $254.9K | 0.08% | +334 | New |
| Sandy Cove Advisors, LLC | 333 | $254.1K | 0.06% | +333 | New |
| Papamarkou Wellner Asset Management inc. | 649 | $253.4K | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 330 | $251.8K | 0.02% | +50+17.9% | Added |
| Evercore Wealth Management, LLC | 330 | $251.8K | 0.00% | +330 | New |
| Enterprise Financial Services Corp | 330 | $251.8K | 0.10% | +330 | New |
| Sherry Group, Inc. | 338 | $251.1K | 0.25% | +338 | New |
| GK Wealth Management LLC | 328 | $250.3K | 0.15% | +328 | New |
| Quartz Partners, LLC | 328 | $250.3K | 0.08% | +328 | New |
| GatePass Capital, LLC | 328 | $250.3K | 0.10% | +328 | New |
| Investment Advisory Group, LLC | 326 | $248.5K | 0.05% | +326 | New |
| Weil Company, Inc. | 326 | $248.5K | 0.04% | +326 | New |
| Keating Financial Advisory Services, Inc. | 325 | $248.0K | 0.03% | +17+5.5% | Added |
| ODonnell Financial Services, LLC | 325 | $248.0K | 0.07% | +325 | New |
| Heritage Wealth Management, Inc. | 325 | $248.0K | 0.12% | +325 | New |
| Alchemi Wealth, LLC | 325 | $248.0K | 0.12% | +325 | New |
| Sanibel Captiva Trust Company, Inc. | 324 | $247.3K | 0.01% | +324 | New |
| Werba Rubin Papier Wealth Management | 324 | $247.3K | 0.03% | +324 | New |
| GW&K Investment Management, LLC | 324 | $247.0K | 0.00% | +47+17.0% | Added |
| CPR Investments Inc. | 323 | $246.7K | 0.19% | +323 | New |
| Berman McAleer LLC | 323 | $246.2K | 0.03% | +323 | New |
| Centennial Wealth Advisory LLC | 322 | $245.7K | 0.05% | +322 | New |
| Arrowroot Family Office, LLC | 321 | $245.0K | 0.07% | +321 | New |
| Capital Asset Advisory Services LLC | 320 | $244.2K | 0.01% | +320 | New |
| All Terrain Financial Advisors, LLC | 320 | $244.2K | 0.05% | +320 | New |
| Sage Rhino Capital LLC | 320 | $244.2K | 0.04% | +320 | New |
| LifeSteps Financial, Inc. | 320 | $244.2K | 0.11% | +320 | New |
| Alan B. Lancz & Associates, Inc. | 320 | $244.2K | 0.21% | +320 | New |
| Exchange Bank | 320 | $244.2K | 0.15% | +320 | New |
| Harvest Investment Services, LLC | 319 | $243.4K | 0.04% | +319 | New |
| Consilio Wealth Advisors, LLC | 316 | $241.2K | 0.06% | +316 | New |
| Caldwell Trust Co | 315 | $240.4K | 0.02% | +30+10.5% | Added |
| Montgomery Investment Management Inc | 315 | $240.4K | 0.07% | +315 | New |
| Elm3 Financial Group, LLC | 315 | $240.4K | 0.16% | +315 | New |
| Entrewealth, LLC | 1,153 | $239.1K | 0.09% | +1,153 | New |
| Legacy Bridge, LLC | 313 | $238.9K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 313 | $238.9K | 0.15% | +313 | New |
| Ehrenkranz Partners L.P. | 313 | $238.9K | 0.14% | +313 | New |
| High Net Worth Advisory Group LLC | 1,250 | $238.5K | 0.05% | −200−13.8% | Reduced |
| N.E.W. Advisory Services LLC | 311 | $237.3K | 0.02% | −20−6.0% | Reduced |
| Principal Street Partners, LLC | 311 | $237.3K | 0.03% | +311 | New |
| Asset Allocation & Management Company, LLC | 311 | $237.0K | 0.08% | −359−53.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 310 | $236.6K | 0.02% | +310 | New |
| NorthStar Asset Management LLC | 310 | $236.6K | 0.10% | +310 | New |
| Strengthening Families & Communities, LLC | 309 | $235.8K | 0.05% | +46+17.5% | Added |
| Baker Tilly Wealth Management, LLC | 308 | $235.0K | 0.05% | +308 | New |
| Pennsylvania Capital Management Inc | 307 | $234.3K | 0.06% | +307 | New |
| CV Advisors LLC | 1,224 | $233.5K | 0.04% | +1,224 | New |
| Rossmore Private Capital | 305 | $232.8K | 0.02% | +305 | New |
| Clarus Group, Inc. | 305 | $232.6K | 0.08% | +305 | New |
| Rise Advisors, LLC | 304 | $232.0K | 0.07% | +304 | New |
| D.B. Root & Company, LLC | 303 | $231.2K | 0.05% | +303 | New |
| Phillips Financial Management, LLC | 302 | $230.5K | 0.02% | +302 | New |
| Glen Eagle Advisors, LLC | 301 | $229.7K | 0.03% | −53−15.0% | Reduced |
| Fox Hill Wealth Management | 300 | $228.9K | 0.09% | +300 | New |
| Uniting Wealth Partners, LLC | 300 | $228.9K | 0.05% | −550−64.7% | Reduced |
| Middleton & Co Inc | 300 | $228.9K | 0.02% | +300 | New |
| Northland Securities, Inc. | 300 | $228.9K | 0.13% | +300 | New |
| Whalerock Point Partners, LLC | 300 | $228.9K | 0.04% | +300 | New |
| Hancock Whitney Corp | 299 | $228.2K | 0.00% | +299 | New |
