| Claro Advisors LLC | 655 | $221.0K | 0.05% | +655 | New |
| Diversified, LLC | 653 | $220.3K | 0.05% | −315−32.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 653 | $220.3K | 0.09% | +653 | New |
| Objective Capital Management, LLC | 651 | $219.6K | 0.17% | +651 | New |
| Reuter James Wealth Management, LLC | 650 | $219.3K | 0.15% | +650 | New |
| Dividend Assets Capital, LLC | 647 | $218.0K | 0.04% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 646 | $217.9K | 0.19% | +646 | New |
| MidWestOne Financial Group, Inc. | 644 | $217.3K | 0.04% | +644 | New |
| Hemenway Trust Co LLC | 644 | $217.3K | 0.02% | +644 | New |
| Hutchens & Kramer Investment Management Group, LLC | 643 | $216.9K | 0.15% | +643 | New |
| Traverso Chambers Private Wealth Management, LLC | 639 | $215.6K | 0.05% | +639 | New |
| Arden Trust Co | 638 | $215.2K | 0.03% | +638 | New |
| Destination Wealth Management | 637 | $214.9K | 0.01% | +637 | New |
| Successful Portfolios LLC | 637 | $214.9K | 0.16% | +637 | New |
| Laffer Tengler Investments | 632 | $213.2K | 0.06% | +14+2.3% | Added |
| Strategic Advisors LLC | 631 | $212.9K | 0.04% | +631 | New |
| One Wealth Management Investment & Advisory Services, LLC | 630 | $212.5K | 0.09% | +630 | New |
| Spinnaker Investment Group, LLC | 625 | $210.8K | 0.06% | +625 | New |
| Parkside Financial Bank & Trust | 623 | $210.2K | 0.04% | +37+6.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 620 | $209.2K | 0.01% | +620 | New |
| Tyler-Stone Wealth Management | 620 | $209.2K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 620 | $209.0K | 0.14% | +68+12.3% | Added |
| Apexium Financial, LP | 616 | $207.8K | 0.01% | +616 | New |
| Cornell Pochily Investment Advisors, Inc. | 615 | $207.5K | 0.09% | +615 | New |
| Wealthsource Partners, LLC | 613 | $206.8K | 0.01% | +613 | New |
| Magellan Asset Management Ltd | 612 | $206.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 612 | $206.5K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 609 | $205.5K | 0.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 608 | $205.1K | 0.01% | +608 | New |
| Renasant Bank | 606 | $204.4K | 0.16% | +606 | New |
| Canopy Partners, LLC | 605 | $204.1K | 0.12% | +605 | New |
| JJJ Advisors Inc. | 604 | $203.8K | 0.05% | +98+19.4% | Added |
| Seven Mile Advisory | 604 | $203.8K | 0.18% | +604 | New |
| Darwin Advisors, LLC | 603 | $203.4K | 0.05% | +603 | New |
| MUFG Securities EMEA plc | 602 | $203.1K | 0.02% | +59+10.9% | Added |
| Adell Harriman & Carpenter Inc | 600 | $202.4K | 0.02% | +600 | New |
| Punch & Associates Investment Management, Inc. | 600 | $202.4K | 0.01% | +600 | New |
| Southern Capital Advisors, LLC | 600 | $202.4K | 0.14% | +600 | New |
| Confluence Wealth Services, Inc. | 600 | $202.4K | 0.02% | +600 | New |
| V2 Financial group LLC | 600 | $202.4K | 0.14% | +600 | New |
| PVG Asset Management Corp | 599 | $202.1K | 0.98% | +599 | New |
| AJOVista, LLC | 593 | $200.1K | 0.25% | +593 | New |
| Smithfield Trust Co | 585 | $196.0K | 0.01% | −40−6.4% | Reduced |
| Pinnacle Bancorp, Inc. | 558 | $188.2K | 0.06% | −48−7.9% | Reduced |
| Stephens Investment Management Group LLC | 550 | $185.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 531 | $179.1K | 0.08% | +531 | New |
| CVA Family Office, LLC | 510 | $172.1K | 0.03% | +510 | New |
| Abound Wealth Management | 509 | $171.7K | 0.07% | +1+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 505 | $170.4K | 0.04% | +17+3.5% | Added |
| Correct Capital Wealth Management | 500 | $168.7K | 0.04% | +500 | New |
| Private Trust Co NA | 486 | $164.0K | 0.02% | −23−4.5% | Reduced |
| Indiana Trust & Investment Management CO | 475 | $160.2K | 0.07% | +25+5.6% | Added |
| Arlington Trust Co LLC | 471 | $158.9K | 0.04% | +435+1,208.3% | Added |
| S.A. Mason LLC | 465 | $156.9K | 0.11% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 459 | $154.8K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 453 | $152.8K | 0.06% | −130−22.3% | Reduced |
| Jones Financial Companies LLLP | 432 | $145.7K | 0.00% | +396+1,100.0% | Added |
| Paloma Partners Management Co | 429 | $144.7K | 0.02% | −2,919−87.2% | Reduced |
| Icon Wealth Advisors, LLC | 401 | $135.3K | 0.01% | +401 | New |
| Financial Connections Group, Inc. | 401 | $135.0K | 0.09% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 397 | $133.9K | 0.01% | +15+3.9% | Added |
| Adalta Capital Management LLC | 375 | $126.5K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 373 | $125.8K | 0.02% | +18+5.1% | Added |
| Carolinas Wealth Consulting LLC | 370 | $124.7K | 0.03% | +38+11.4% | Added |
| Vima LLC | 369 | $124.5K | 0.29% | +369 | New |
| Capstone Investment Advisors, LLC | 364 | $122.8K | 0.00% | −4,095−91.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 360 | $121.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 359 | $121.0K | 0.02% | +23+6.8% | Added |
| Fortis Group Advisors, LLC | 356 | $120.1K | 0.03% | +178+100.0% | Added |
| Rosenberg Matthew Hamilton | 345 | $116.4K | 0.04% | +62+21.9% | Added |
| Venturi Wealth Management, LLC | 341 | $115.0K | 0.01% | +33+10.7% | Added |
| Security National Bank | 340 | $114.7K | 0.03% | +340 | New |
| Catalyst Capital Advisors LLC | 330 | $111.3K | 0.00% | +71+27.4% | Added |
| Clarity Asset Management, Inc. | 326 | $110.0K | 0.09% | +326 | New |
| First Personal Financial Services | 324 | $109.3K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 320 | $108.0K | 0.01% | +5+1.6% | Added |
| Nemes Rush Group LLC | 318 | $107.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 314 | $105.9K | 0.03% | −7−2.2% | Reduced |
| Addison Advisors LLC | 311 | $104.9K | 0.04% | +107+52.5% | Added |
| LM Advisors LLC | 300 | $101.2K | 0.02% | +300 | New |
| Provenance Wealth Advisors, LLC | 293 | $98.8K | 0.01% | +131+80.9% | Added |
| Hillsdale Investment Management Inc. | 280 | $94.5K | 0.01% | +125+80.6% | Added |
| Operose Advisors LLC | 275 | $92.8K | 0.04% | +140+103.7% | Added |
| Glen Eagle Advisors, LLC | 271 | $91.4K | 0.02% | −15−5.2% | Reduced |
| ORG Partners LLC | 263 | $88.7K | 0.01% | −40−13.2% | Reduced |
| Center for Financial Planning, Inc. | 258 | $87.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 256 | $86.4K | 0.01% | +3+1.2% | Added |
| Tortoise Investment Management, LLC | 250 | $84.3K | 0.01% | −9−3.5% | Reduced |
| DSM Capital Partners LLC | 249 | $84.0K | 0.00% | +249 | New |
| EdgeRock Capital LLC | 218 | $83.7K | 0.06% | +218 | New |
| North Star Investment Management Corp. | 247 | $83.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 237 | $80.0K | 0.00% | −22−8.5% | Reduced |
| American National Bank | 214 | $72.2K | 0.01% | −124−36.7% | Reduced |
| Larson Financial Group LLC | 213 | $71.9K | 0.01% | −18−7.8% | Reduced |
| Concord Wealth Partners | 213 | $71.9K | 0.01% | −18−7.8% | Reduced |
| Byrne Asset Management LLC | 202 | $68.2K | 0.05% | – | – |
| Itau Unibanco Holding S.A. | 202 | $68.1K | 0.00% | +202 | New |
| City State Bank | 198 | $67.0K | 0.03% | −27−12.0% | Reduced |
| Castleview Partners, LLC | 195 | $65.8K | 0.05% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 195 | $65.8K | 0.03% | +195 | New |
