| Fieldpoint Private Securities, LLC | 250 | $249.0K | 0.05% | +30+13.6% | Added |
| ProVise Management Group, LLC | 267 | $246.0K | 0.03% | +267 | New |
| Fullerton Fund Management Co Ltd. | 268 | $246.0K | 0.02% | +268 | New |
| MONECO Advisors, LLC | 264 | $243.0K | 0.11% | +264 | New |
| Freedman Financial Associates, Inc. | 264 | $243.0K | 0.18% | +264 | New |
| Regent Peak Wealth Advisors LLC | 243 | $241.0K | 0.07% | +243 | New |
| Cookson Peirce & Co Inc | 261 | $240.0K | 0.01% | +261 | New |
| Holderness Investments Co | 260 | $239.0K | 0.08% | +260 | New |
| Chesapeake Wealth Management | 259 | $238.0K | 0.08% | +259 | New |
| Childress Capital Advisors, LLC | 259 | $238.0K | 0.11% | +259 | New |
| Greenline Partners, LLC | 258 | $237.0K | 0.05% | +258 | New |
| Essex Private Wealth Management, LLC | 255 | $235.0K | 0.21% | +255 | New |
| Warren Averett Asset Management, LLC | 233 | $234.0K | 0.02% | +233 | New |
| Magnus Financial Group LLC | 254 | $234.0K | 0.05% | +254 | New |
| 9258 Wealth Management, LLC | 252 | $232.0K | 0.06% | −28−10.0% | Reduced |
| People's United Financial, Inc. | 252 | $232.0K | 0.01% | −19−7.0% | Reduced |
| Affinity Capital Advisors, LLC | 251 | $231.0K | 0.08% | −23−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 250 | $231.0K | 0.00% | +250 | New |
| Mark Sheptoff Financial Planning, LLC | 250 | $230.0K | 0.12% | +250 | New |
| Fiducient Advisors LLC | 250 | $230.0K | 0.07% | +250 | New |
| Howard Financial Services, Ltd. | 250 | $230.0K | 0.09% | +250 | New |
| Dodge & Cox | 249 | $229.0K | 0.00% | +249 | New |
| Mizuho Securities Co. Ltd. | 247 | $228.0K | 0.04% | +8+3.3% | Added |
| Mather Group, LLC. | 248 | $228.0K | 0.01% | +248 | New |
| Tufton Capital Management | 245 | $225.0K | 0.04% | +245 | New |
| Avidian Wealth Solutions, LLC | 245 | $225.0K | 0.02% | +245 | New |
| Kelly Lawrence W & Associates Inc | 244 | $224.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 244 | $224.0K | 0.07% | +244 | New |
| Paragon Wealth Strategies, LLC | 242 | $223.0K | 0.06% | +242 | New |
| Prio Wealth Limited Partnership | 240 | $221.0K | 0.01% | +240 | New |
| Oxbow Advisors, LLC | 240 | $221.0K | 0.02% | +240 | New |
| Vontobel Swiss Wealth Advisors AG | 240 | $221.0K | 0.11% | +240 | New |
| Fulton Bank, N.A. | 238 | $219.0K | 0.01% | +238 | New |
| Belpointe Asset Management LLC | 236 | $217.0K | 0.02% | +44+22.9% | Added |
| Stock Yards Bank & Trust Co | 236 | $217.0K | 0.01% | +236 | New |
| First Midwest Bank Trust Division | 236 | $217.0K | 0.03% | +236 | New |
| Wealth Management Partners, LLC | 235 | $216.0K | 0.15% | +235 | New |
| BerganKDV Wealth Management, LLC | 234 | $215.0K | 0.03% | +200+588.2% | Added |
| BT Wealth Management LLC | 234 | $215.0K | 0.07% | +234 | New |
| IFG Advisory, LLC | 233 | $214.0K | 0.02% | +233 | New |
| 55I, LLC | 233 | $214.0K | 0.01% | +233 | New |
| Meritage Portfolio Management | 229 | $211.0K | 0.01% | +229 | New |
| TD Private Client Wealth LLC | 227 | $208.8K | 0.01% | +14+6.6% | Added |
| Penobscot Investment Management Company, Inc. | 225 | $207.0K | 0.03% | +225 | New |
| Heritage Way Advisors, LLC | 225 | $207.0K | 0.09% | +225 | New |
| Successful Portfolios LLC | 224 | $206.0K | 0.12% | +224 | New |
| Cape Cod Five Cents Savings Bank | 223 | $205.0K | 0.02% | +223 | New |
| Patron Partners Advisors, LLC | 222 | $204.0K | 0.15% | +222 | New |
| TCG Advisory Services, LLC | 222 | $204.0K | 0.06% | +222 | New |
| Magellan Asset Management Ltd | 221 | $203.0K | 0.00% | +15+7.3% | Added |
| CVA Family Office, LLC | 221 | $203.0K | 0.06% | +121+121.0% | Added |
| Venturi Wealth Management, LLC | 220 | $202.0K | 0.02% | −131−37.3% | Reduced |
| Corundum Group, Inc. | 220 | $202.0K | 0.13% | +220 | New |
| Hemenway Trust Co LLC | 220 | $202.0K | 0.02% | +220 | New |
| IHT Wealth Management, LLC | 219 | $201.0K | 0.01% | −213−49.3% | Reduced |
| Trust Co | 204 | $188.0K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 204 | $188.0K | 0.03% | +28+15.9% | Added |
| Smithfield Trust Co | 200 | $184.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 200 | $184.0K | 0.02% | +110+122.2% | Added |
| Plante Moran Financial Advisors, LLC | 193 | $177.0K | 0.04% | +14+7.8% | Added |
| Sentry Investment Management LLC | 171 | $157.0K | 0.04% | −1,098−86.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 160 | $147.0K | 0.02% | −343−68.2% | Reduced |
| Vestor Capital, LLC | 160 | $147.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 156 | $143.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 155 | $143.0K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 155 | $143.0K | 0.04% | +12+8.4% | Added |
| Parkside Financial Bank & Trust | 154 | $142.0K | 0.04% | +3+2.0% | Added |
| Blume Capital Management, Inc. | 153 | $141.0K | 0.05% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $138.0K | 0.01% | +148+7,400.0% | Added |
| First Manhattan Co | 150 | $137.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 148 | $136.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 145 | $133.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 145 | $133.0K | 0.01% | +5+3.6% | Added |
| Clearstead Advisors, LLC | 141 | $130.0K | 0.01% | −38−21.2% | Reduced |
| Coastal Capital Group, Inc. | 140 | $129.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 138 | $127.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 138 | $127.0K | 0.01% | +9+7.0% | Added |
| CX Institutional | 138 | $127.0K | 0.01% | +39+39.4% | Added |
| Farmers & Merchants Investments Inc | 135 | $124.0K | 0.01% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 135 | $124.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $124.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 127 | $117.0K | 0.03% | +127 | New |
| Kings Point Capital Management | 125 | $115.0K | 0.01% | +3+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 123 | $113.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 120 | $110.0K | 0.02% | −6−4.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 120 | $110.0K | 0.04% | −4−3.2% | Reduced |
| Massmutual Trust Co FSB | 120 | $110.0K | 0.00% | +88+275.0% | Added |
| Lenox Wealth Advisors, LLC | 119 | $109.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 115 | $106.0K | 0.02% | +12+11.7% | Added |
| Tarbox Family Office, Inc. | 109 | $100.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 108 | $99.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 106 | $97.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $95.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 102 | $94.0K | 0.07% | −65−38.9% | Reduced |
| Newfound Research LLC | 102 | $94.0K | 0.19% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $92.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $91.0K | 0.02% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 99 | $91.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 97 | $89.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 90 | $83.0K | 0.02% | −24−21.1% | Reduced |
