| Private Trust Co NA | 472 | $274.4K | 0.03% | −122−20.5% | Reduced |
| Journey Strategic Wealth LLC | 468 | $272.1K | 0.01% | −26−5.3% | Reduced |
| Nikulski Financial, Inc. | 464 | $269.7K | 0.10% | −158−25.4% | Reduced |
| PDS Planning, Inc | 462 | $268.6K | 0.03% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 462 | $268.6K | 0.19% | +462 | New |
| Monument Capital Management | 456 | $265.1K | 0.09% | +13+2.9% | Added |
| AlphaMark Advisors, LLC | 456 | $265.0K | 0.10% | −4−0.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 455 | $264.5K | 0.17% | +455 | New |
| Bellevue Asset Management, LLC | 454 | $264.4K | 0.23% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 452 | $262.7K | 0.15% | −154−25.4% | Reduced |
| Traphagen Investment Advisors LLC | 450 | $261.6K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 449 | $260.8K | 0.06% | +449 | New |
| Old Port Advisors | 447 | $259.8K | 0.09% | +7+1.6% | Added |
| Outlook Wealth Advisors, LLC | 447 | $259.8K | 0.09% | +447 | New |
| Meadow Creek Wealth Advisors LLC | 446 | $259.3K | 0.25% | +446 | New |
| Keel Point, LLC | 445 | $258.4K | 0.03% | +445 | New |
| Tobam | 441 | $256.0K | 0.02% | +226+105.1% | Added |
| Quantum Financial Advisors, LLC | 439 | $255.3K | 0.06% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 439 | $255.0K | 0.03% | −316−41.9% | Reduced |
| V-Square Quantitative Management LLC | 438 | $254.6K | 0.06% | −5−1.1% | Reduced |
| Foundry Partners, LLC | 433 | $251.7K | 0.02% | +433 | New |
| Marble Harbor Investment Counsel, LLC | 430 | $250.0K | 0.03% | +430 | New |
| Clare Market Investments LLC | 430 | $250.0K | 0.09% | +430 | New |
| Interchange Capital Partners, LLC | 423 | $248.7K | 0.19% | −315−42.7% | Reduced |
| Camden Capital, LLC | 426 | $247.7K | 0.03% | −50−10.5% | Reduced |
| Alpha Cubed Investments, LLC | 426 | $247.6K | 0.01% | +426 | New |
| Wealthcare Advisory Partners LLC | 426 | $247.6K | 0.01% | +426 | New |
| Delta Investment Management, LLC | 425 | $247.3K | 0.06% | +425 | New |
| Guyasuta Investment Advisors Inc | 425 | $247.1K | 0.02% | +425 | New |
| Silvant Capital Management LLC | 424 | $246.5K | 0.01% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 422 | $245.4K | 0.03% | +422 | New |
| Farther Finance Advisors, LLC | 422 | $245.3K | 0.02% | +184+77.3% | Added |
| Northstar Advisory Group, LLC | 419 | $243.6K | 0.14% | +419 | New |
| Greenland Capital Management LP | 418 | $243.0K | 0.04% | +418 | New |
| HTLF Bank | 416 | $241.8K | 0.03% | +416 | New |
| Skopos Labs, Inc. | 414 | $240.7K | 0.11% | +414 | New |
| Smith Anglin Financial, LLC | 413 | $239.9K | 0.03% | −99−19.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 421 | $239.5K | 0.06% | +421 | New |
| Souders Financial Advisors | 411 | $239.0K | 0.04% | +411 | New |
| Bank Ozk | 411 | $238.9K | 0.12% | +411 | New |
| Global Retirement Partners, LLC | 416 | $236.0K | 0.01% | −11−2.6% | Reduced |
| Five Oceans Advisors | 405 | $235.4K | 0.13% | +405 | New |
| Arkadios Wealth Advisors | 404 | $234.9K | 0.02% | +404 | New |
| Prestige Wealth Management Group LLC | 404 | $234.9K | 0.05% | +27+7.2% | Added |
| Versor Investments LP | 400 | $232.5K | 0.05% | −3,896−90.7% | Reduced |
| Alta Advisers Ltd | 400 | $232.5K | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 397 | $230.8K | 0.00% | −56−12.4% | Reduced |
| Inceptionr LLC | 397 | $230.8K | 0.16% | +397 | New |
| Cornerstone Wealth Management, LLC | 396 | $230.2K | 0.02% | +396 | New |
| Farmers National Bank | 395 | $229.6K | 0.07% | +395 | New |
| CIC Wealth, LLC | 395 | $229.6K | 0.07% | +395 | New |
| Quotient Wealth Partners, LLC | 395 | $229.6K | 0.01% | +395 | New |
| Delta Financial Group, Inc. | 394 | $229.0K | 0.07% | +394 | New |
| Personal Cfo Solutions, LLC | 392 | $228.1K | 0.04% | +392 | New |
| Boothbay Fund Management, LLC | 392 | $227.9K | 0.01% | −283−41.9% | Reduced |
| International Assets Investment Management, LLC | 391 | $227.4K | 0.03% | +391 | New |
| Norden Group LLC | 391 | $227.4K | 0.04% | +391 | New |
| Strategy Asset Managers LLC | 390 | $226.7K | 0.05% | +390 | New |
| Blue Fin Capital, Inc. | 390 | $226.7K | 0.06% | +390 | New |
| Paradice Investment Management LLC | 390 | $226.7K | 0.03% | +390 | New |
| Vista Wealth Management Group, LLC | 389 | $226.4K | 0.02% | +389 | New |
| Beacon Financial Group | 387 | $225.0K | 0.03% | +387 | New |
| Strategic Wealth Partners, Ltd. | 387 | $225.0K | 0.03% | +387 | New |
| West Oak Capital, LLC | 400 | $224.0K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 384 | $223.3K | 0.06% | +384 | New |
| Clark Financial Services Group Inc | 383 | $223.0K | 0.29% | +383 | New |
| Fielder Capital Group LLC | 383 | $222.8K | 0.13% | +383 | New |
| Massmutual Trust Co FSB | 383 | $222.6K | 0.01% | −14−3.5% | Reduced |
| First City Capital Management, Inc. | 382 | $222.1K | 0.13% | +382 | New |
| Waldron Private Wealth LLC | 382 | $222.1K | 0.01% | +382 | New |
| Alhambra Investment Partners LLC | 378 | $219.7K | 0.13% | +378 | New |
| Red Door Wealth Management, LLC | 377 | $219.2K | 0.05% | +377 | New |
| United Community Bank | 375 | $218.0K | 0.09% | +5+1.4% | Added |
| Brookstone Capital Management | 375 | $218.0K | 0.00% | +375 | New |
| KLCM Advisors, Inc. | 375 | $218.0K | 0.03% | +375 | New |
| Glass Jacobson Investment Advisors llc | 375 | $217.7K | 0.09% | +31+9.0% | Added |
| Proequities, Inc. | 374 | $217.4K | 0.02% | +250+201.6% | Added |
| Bennett Selby Investments LP | 373 | $216.8K | 0.11% | −70−15.8% | Reduced |
| ZRC Wealth Management, LLC | 469 | $215.1K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 370 | $215.1K | 0.12% | +370 | New |
| Objective Capital Management, LLC | 366 | $213.0K | 0.16% | +366 | New |
| Wealth Quarterback LLC | 365 | $212.3K | 0.13% | +365 | New |
| Seven Eight Capital, LP | 365 | $212.2K | 0.02% | −690−65.4% | Reduced |
| Kolinsky Wealth Management, LLC | 364 | $211.6K | 0.19% | +364 | New |
| Ronald Blue Trust, Inc. | 461 | $211.0K | 0.00% | −1,111−70.7% | Reduced |
| Phillips Wealth Planners LLC | 357 | $210.6K | 0.25% | +357 | New |
| Heritage Trust Co | 362 | $210.4K | 0.03% | −630−63.5% | Reduced |
| 9258 Wealth Management, LLC | 361 | $209.8K | 0.04% | +361 | New |
| Bill Few Associates, Inc. | 361 | $209.8K | 0.10% | +361 | New |
| DGS Capital Management, LLC | 359 | $208.7K | 0.08% | +359 | New |
| Wealth Management Associates, Inc. | 359 | $208.7K | 0.11% | +359 | New |
| Wealth Architects, LLC | 358 | $208.2K | 0.03% | +358 | New |
| Onefund, LLC | 358 | $208.1K | 0.27% | +358 | New |
| Octavia Wealth Advisors, LLC | 358 | $208.1K | 0.04% | +358 | New |
| Flaharty Asset Management, LLC | 354 | $206.0K | 0.03% | −50−12.4% | Reduced |
| M&R Capital Management Inc | 354 | $205.8K | 0.05% | +153+76.1% | Added |
| Provence Wealth Management Group | 351 | $204.0K | 0.11% | −139−28.4% | Reduced |
| Trustmark National Bank Trust Department | 350 | $203.5K | 0.02% | +350 | New |
| Driehaus Capital Management LLC | 349 | $202.9K | 0.00% | +349 | New |
| Kovack Advisors, Inc. | 349 | $202.6K | 0.02% | +349 | New |
