| Dumont & Blake Investment Advisors LLC | 998 | $250.3K | 0.07% | 00.0% | Unchanged |
| Meridian Management Co | 910 | $250.1K | 0.07% | +910 | New |
| West Bancorporation Inc | 990 | $248.3K | 0.16% | −13−1.3% | Reduced |
| Wealth Management Associates, Inc. | 988 | $247.7K | 0.10% | +1+0.1% | Added |
| Rainier Family Wealth Inc | 987 | $247.6K | 0.25% | −91−8.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 979 | $245.6K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 977 | $245.1K | 0.15% | −10−1.0% | Reduced |
| Childress Capital Advisors, LLC | 976 | $244.8K | 0.06% | −247−20.2% | Reduced |
| Stiles Financial Services Inc | 975 | $244.3K | 0.08% | −49−4.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 973 | $244.1K | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 973 | $244.1K | 0.06% | +3+0.3% | Added |
| Aspire Growth Partners LLC | 967 | $242.6K | 0.20% | −1,760−64.5% | Reduced |
| Carson Advisory Inc. | 964 | $241.8K | 0.15% | −226−19.0% | Reduced |
| Strata Wealth Advisors, LLC | 963 | $241.6K | 0.07% | +963 | New |
| Focus Financial Network, Inc. | 960 | $240.9K | 0.01% | +960 | New |
| Measured Wealth Private Client Group, LLC | 959 | $240.6K | 0.07% | −2−0.2% | Reduced |
| Burns J W & Co Inc | 957 | $240.1K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 956 | $239.8K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 887 | $239.3K | 0.01% | +887 | New |
| Wellington Shields & Co., LLC | 948 | $237.8K | 0.07% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 948 | $237.8K | 0.15% | +948 | New |
| Woodard & Co Asset Management Group Inc | 944 | $236.8K | 0.04% | +944 | New |
| Welch Group, LLC | 944 | $236.8K | 0.01% | +944 | New |
| Douglas Lane & Associates, LLC | 940 | $235.8K | 0.00% | +940 | New |
| Canandaigua National Trust Co of Florida | 935 | $234.5K | 0.17% | −26−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 935 | $234.5K | 0.01% | +935 | New |
| Key Financial Inc | 929 | $233.0K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 929 | $233.0K | 0.12% | +929 | New |
| Salvus Wealth Management, LLC | 926 | $232.3K | 0.14% | +926 | New |
| Prostatis Group LLC | 925 | $232.1K | 0.07% | +925 | New |
| Consolidated Portfolio Review Corp | 925 | $232.0K | 0.03% | +925 | New |
| GDS Wealth Management | 923 | $231.5K | 0.02% | −83,084−98.9% | Reduced |
| International Assets Investment Management, LLC | 916 | $229.9K | 0.02% | +916 | New |
| Los Angeles Capital Management LLC | 915 | $229.5K | 0.00% | +915 | New |
| MONECO Advisors, LLC | 915 | $229.4K | 0.02% | +915 | New |
| Cypress Wealth Services, LLC | 910 | $228.2K | 0.04% | +910 | New |
| CWS Financial Advisors, LLC | 907 | $227.5K | 0.07% | +907 | New |
| Caldwell Trust Co | 906 | $227.3K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 903 | $226.5K | 0.03% | −88−8.9% | Reduced |
| Mechanics Bank Trust Department | 899 | $225.5K | 0.03% | +899 | New |
| Legacy Solutions, LLC | 896 | $224.8K | 0.22% | +896 | New |
| OxenFree Capital LLC | 893 | $224.0K | 0.14% | +893 | New |
| Wolverine Trading, LLC | 906 | $223.8K | 0.01% | −6,570−87.9% | Reduced |
| Icon Wealth Advisors, LLC | 890 | $223.2K | 0.02% | −14−1.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 887 | $222.5K | 0.02% | +887 | New |
| Balboa Wealth Partners | 884 | $221.8K | 0.04% | +884 | New |
| Blackhawk Capital Partners LLC. | 883 | $221.5K | 0.10% | +883 | New |
| HORAN Wealth, LLC | 879 | $220.5K | 0.07% | +879 | New |
| RMB Capital Management, LLC | 876 | $219.8K | 0.00% | +876 | New |
| Strategic Financial Concepts, LLC | 872 | $218.7K | 0.03% | +872 | New |
| Pinnacle Wealth Planning Services, Inc. | 869 | $218.0K | 0.03% | +869 | New |
| Whittier Trust Co | 868 | $217.7K | 0.00% | +50+6.1% | Added |
| Townsend Asset Management Corp | 867 | $217.5K | 0.08% | +867 | New |
| Cypress Asset Management Inc | 866 | $217.2K | 0.05% | +866 | New |
| Intrua Financial, LLC | 863 | $216.5K | 0.03% | +863 | New |
| Blue Zone Wealth Advisors, LLC | 858 | $215.2K | 0.05% | +858 | New |
| Merrion Investment Management Co, LLC | 858 | $215.2K | 0.14% | +858 | New |
| Ambassador Advisors, LLC | 857 | $215.0K | 0.03% | +857 | New |
| Heritage Wealth Advisors | 852 | $213.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 850 | $213.2K | 0.04% | −15,242−94.7% | Reduced |
| L.M. Kohn & Company | 850 | $213.2K | 0.06% | +850 | New |
| Cary Street Partner Investment Advisory LLC | 850 | $213.2K | 0.10% | −451−34.7% | Reduced |
| Center for Financial Planning, Inc. | 848 | $212.7K | 0.02% | −875−50.8% | Reduced |
| Enterprise Bank & Trust Co | 844 | $211.7K | 0.08% | +844 | New |
| Murphy & Mullick Capital Management Corp | 778 | $211.3K | 0.17% | +25+3.3% | Added |
| Werba Rubin Papier Wealth Management | 842 | $211.2K | 0.04% | +842 | New |
| Letson Investment Management, Inc. | 842 | $211.2K | 0.08% | −577−40.7% | Reduced |
| Vista Cima Wealth Management LLC | 840 | $210.7K | 0.20% | +840 | New |
| Larson Financial Group LLC | 838 | $210.2K | 0.01% | +110+15.1% | Added |
| Perbak Capital Partners LLP | 837 | $210.0K | 0.05% | +837 | New |
| Rockline Wealth Management, LLC | 834 | $209.2K | 0.05% | +834 | New |
| Moneta Group Investment Advisors LLC | 830 | $208.2K | 0.00% | +830 | New |
| Mather Group, LLC. | 829 | $207.8K | 0.00% | −101−10.9% | Reduced |
| Allegheny Financial Group LTD | 822 | $206.2K | 0.05% | +822 | New |
| Howard Capital Management Group, LLC | 811 | $203.4K | 0.01% | +811 | New |
| Cornerstone Wealth Group, LLC | 810 | $203.1K | 0.02% | +810 | New |
| Headinvest, LLC | 807 | $202.4K | 0.04% | +807 | New |
| Souders Financial Advisors | 806 | $202.2K | 0.03% | +806 | New |
| Cove Private Wealth, LLC | 805 | $201.9K | 0.07% | +805 | New |
| Evermay Wealth Management LLC | 801 | $200.9K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 800 | $200.7K | 0.03% | +800 | New |
| Clear Creek Financial Management, LLC | 799 | $200.4K | 0.02% | −529−39.8% | Reduced |
| Global Retirement Partners, LLC | 798 | $200.2K | 0.00% | +798 | New |
| Opal Wealth Advisors, LLC | 780 | $195.7K | 0.05% | +19+2.5% | Added |
| CX Institutional | 774 | $194.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 735 | $185.1K | 0.08% | +83+12.7% | Added |
| Indiana Trust & Investment Management CO | 715 | $179.4K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 714 | $179.0K | 0.09% | +500+233.6% | Added |
| Tompkins Financial Corp | 711 | $178.3K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 673 | $168.9K | 0.06% | +11+1.7% | Added |
| Oakworth Capital, Inc. | 671 | $168.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 654 | $164.1K | 0.02% | +27+4.3% | Added |
| Ameritas Advisory Services, LLC | 646 | $162.1K | 0.01% | +646 | New |
| Quarry LP | 638 | $160.0K | 0.04% | +474+289.0% | Added |
| Sound Income Strategies, LLC | 627 | $157.3K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 623 | $156.3K | 0.10% | +3+0.5% | Added |
| Bangor Savings Bank | 616 | $154.5K | 0.01% | −7−1.1% | Reduced |
| Wolff Wiese Magana LLC | 615 | $154.3K | 0.10% | −30−4.7% | Reduced |
| Cromwell Holdings LLC | 614 | $154.0K | 0.09% | +24+4.1% | Added |
| Sentry Investment Management LLC | 596 | $153.0K | 0.08% | 00.0% | Unchanged |
