| Wellspring Financial Advisors, LLC | 479 | $222.4K | 0.04% | +479 | New |
| Reuter James Wealth Management, LLC | 478 | $221.9K | 0.15% | −15−3.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 476 | $221.0K | 0.04% | +476 | New |
| Laidlaw Wealth Management LLC | 475 | $220.6K | 0.12% | −1,645−77.6% | Reduced |
| Lountzis Asset Management, LLC | 475 | $220.6K | 0.10% | +475 | New |
| First Western Trust Bank | 474 | $220.1K | 0.01% | +474 | New |
| Xcel Wealth Management, LLC | 474 | $220.1K | 0.07% | +474 | New |
| Opal Wealth Advisors, LLC | 472 | $219.2K | 0.07% | +472 | New |
| Schrum Private Wealth Management LLC | 472 | $219.2K | 0.20% | +472 | New |
| Onyx Bridge Wealth Group LLC | 493 | $218.7K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 470 | $218.0K | 0.01% | +470 | New |
| Avidian Wealth Solutions, LLC | 468 | $217.4K | 0.01% | +468 | New |
| Tilia Fiduciary Partners, Inc. | 467 | $216.8K | 0.18% | +467 | New |
| Atlanta Consulting Group Advisors, LLC | 463 | $215.0K | 0.07% | +463 | New |
| Pine Harbor Wealth Management, LLC | 463 | $214.9K | 0.14% | +463 | New |
| German American Bancorp, Inc. | 461 | $214.1K | 0.03% | −243−34.5% | Reduced |
| PBMares Wealth Management LLC | 460 | $213.6K | 0.06% | +460 | New |
| Fundamentun, LLC | 459 | $213.3K | 0.02% | −43−8.6% | Reduced |
| VanderPol Investments L.L.C. | 459 | $213.1K | 0.61% | +459 | New |
| GSB Wealth Management, LLC | 459 | $213.0K | 0.06% | −29−5.9% | Reduced |
| Mayport, LLC | 459 | $212.9K | 0.08% | +459 | New |
| Meridian Wealth Partners, LLC | 458 | $212.8K | 0.04% | +458 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 498 | $211.1K | 0.10% | +498 | New |
| Prairie Sky Financial Group LLC | 453 | $210.2K | 0.13% | +453 | New |
| Cornerstone Wealth Group, LLC | 452 | $210.0K | 0.02% | +452 | New |
| 1858 Wealth Management, LLC | 511 | $209.9K | 0.20% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 451 | $209.4K | 0.05% | +451 | New |
| Obsidian Personal Planning Solutions LLC | 474 | $209.0K | 0.14% | +474 | New |
| Doheny Asset Management | 450 | $209.0K | 0.17% | +450 | New |
| Blue Barn Wealth, LLC | 450 | $208.9K | 0.12% | −67−13.0% | Reduced |
| Lodestar Private Asset Management LLC | 450 | $208.9K | 0.03% | +450 | New |
| Sprinkle Financial Consultants LLC | 450 | $208.9K | 0.18% | +450 | New |
| Sunbelt Securities, Inc. | 446 | $206.9K | 0.02% | −6−1.3% | Reduced |
| WNY Asset Management, LLC | 443 | $205.9K | 0.03% | +443 | New |
| Abel Hall, LLC | 443 | $205.5K | 0.15% | +443 | New |
| FirstPurpose Wealth LLC | 456 | $205.4K | 0.07% | +456 | New |
| Kowal Investment Group, LLC | 439 | $204.0K | 0.04% | +439 | New |
| Boltwood Capital Management | 438 | $203.4K | 0.06% | +438 | New |
| Sage Rhino Capital LLC | 438 | $203.4K | 0.05% | +438 | New |
| FSM Wealth Advisors, LLC | 437 | $202.9K | 0.07% | +437 | New |
| Stage Harbor Financial, LLC | 437 | $202.9K | 0.18% | +437 | New |
| Carson Advisory Inc. | 436 | $202.5K | 0.14% | +436 | New |
| Fiduciary Alliance LLC | 433 | $200.7K | 0.04% | +433 | New |
| LongView Wealth Management | 431 | $200.1K | 0.08% | +431 | New |
| SRS Capital Advisors, Inc. | 431 | $200.0K | 0.02% | −275−39.0% | Reduced |
| Beacon Capital Management, LLC | 429 | $199.2K | 0.04% | +97+29.2% | Added |
| Cetera Trust Company, N.A | 426 | $197.8K | 0.12% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 421 | $195.0K | 0.03% | +11+2.7% | Added |
| Tompkins Financial Corp | 402 | $186.7K | 0.02% | −126−23.9% | Reduced |
| MV Capital Management, Inc. | 387 | $179.7K | 0.02% | −8−2.0% | Reduced |
| Independence Bank of Kentucky | 377 | $175.0K | 0.05% | −25−6.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 372 | $172.7K | 0.04% | +68+22.4% | Added |
| West Paces Advisors Inc. | 371 | $172.3K | 0.05% | +14+3.9% | Added |
| LRI Investments, LLC | 354 | $164.4K | 0.04% | +354 | New |
| Grove Bank & Trust | 353 | $163.9K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 350 | $162.7K | 0.02% | −41−10.5% | Reduced |
| Central Bank & Trust Co | 335 | $155.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 334 | $155.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 336 | $155.0K | 0.02% | −23−6.4% | Reduced |
| Private Wealth Management Group, LLC | 333 | $154.7K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 330 | $153.2K | 0.04% | −50−13.2% | Reduced |
| Paladin Advisory Group, LLC | 326 | $151.1K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 323 | $150.1K | 0.03% | −48,466−99.3% | Reduced |
| Piscataqua Savings Bank | 320 | $148.6K | 0.13% | +7+2.2% | Added |
| Hollencrest Capital Management | 319 | $148.1K | 0.01% | −1,171−78.6% | Reduced |
| Global Financial Private Client, LLC | 319 | $147.8K | 0.06% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 318 | $147.7K | 0.09% | −159−33.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 317 | $147.3K | 0.04% | −17−5.1% | Reduced |
| Northwest Investment Counselors, LLC | 307 | $142.5K | 0.03% | +307 | New |
| Hall Laurie J Trustee | 300 | $139.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $135.1K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 288 | $133.7K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 286 | $132.8K | 0.02% | −4−1.4% | Reduced |
| Western Pacific Wealth Management, LP | 285 | $132.3K | 0.10% | +8+2.9% | Added |
| Arrow Financial Corp | 275 | $127.7K | 0.01% | −25−8.3% | Reduced |
| Colonial Trust Co | 266 | $123.7K | 0.02% | +10+3.9% | Added |
| Arlington Trust Co LLC | 257 | $119.3K | 0.03% | −40−13.5% | Reduced |
| Old Second National Bank of Aurora | 250 | $116.1K | 0.03% | −10−3.8% | Reduced |
| Indiana Trust & Investment Management CO | 250 | $116.1K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 250 | $116.1K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 250 | $116.1K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 250 | $116.1K | 0.07% | +2+0.8% | Added |
| Fernwood Investment Management, LLC | 250 | $116.1K | 0.03% | +250 | New |
| Atwood & Palmer Inc | 239 | $111.0K | 0.01% | +62+35.0% | Added |
| Rise Advisors, LLC | 238 | $110.5K | 0.06% | +238 | New |
| Rational Advisors LLC | 235 | $109.1K | 0.01% | −41−14.9% | Reduced |
| Dogwood Wealth Management LLC | 234 | $108.8K | 0.07% | +43+22.5% | Added |
| Salomon & Ludwin, LLC | 232 | $107.7K | 0.01% | +62+36.5% | Added |
| Tanglewood Legacy Advisors, LLC | 230 | $106.8K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 226 | $104.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 222 | $103.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $103.1K | 0.01% | +69+45.1% | Added |
| Millburn Ridgefield Corp | 221 | $102.6K | 0.00% | −16−6.8% | Reduced |
| Catalyst Capital Advisors LLC | 221 | $102.6K | 0.00% | −16−6.8% | Reduced |
| Centerpoint Advisors, LLC | 210 | $98.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 204 | $94.7K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $92.9K | 0.06% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $92.9K | 0.13% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 199 | $92.4K | 0.01% | +4+2.1% | Added |
| Financial Perspectives, Inc | 193 | $89.6K | 0.03% | −1−0.5% | Reduced |
