| First American Trust, FSB | 316 | $248.3K | 0.03% | +316 | New |
| Detalus Advisors, LLC | 316 | $247.7K | 0.10% | +316 | New |
| Dock Street Asset Management Inc | 315 | $246.7K | 0.04% | +315 | New |
| Traynor Capital Management, Inc. | 314 | $245.9K | 0.03% | +314 | New |
| Boothbay Fund Management, LLC | 314 | $245.9K | 0.01% | −55−14.9% | Reduced |
| Beacon Financial Group | 314 | $245.9K | 0.03% | +314 | New |
| Moran Wealth Management, LLC | 314 | $245.9K | 0.01% | +314 | New |
| J.W. Cole Advisors, Inc. | 311 | $243.9K | 0.01% | +311 | New |
| Rothschild Investment LLC | 310 | $242.8K | 0.02% | +310 | New |
| Westmount Partners, LLC | 309 | $242.3K | 0.10% | +309 | New |
| Element Wealth, LLC | 309 | $241.8K | 0.15% | +309 | New |
| Portfolio Design Labs, LLC | 308 | $241.2K | 0.09% | +308 | New |
| EverSource Wealth Advisors, LLC | 307 | $240.5K | 0.02% | −24−7.3% | Reduced |
| Simon Quick Advisors, LLC | 307 | $240.5K | 0.02% | +307 | New |
| Prosperity Financial Group, Inc. | 307 | $240.5K | 0.17% | +307 | New |
| Convergence Investment Partners, LLC | 306 | $240.0K | 0.13% | +306 | New |
| Sweet Financial Partners, LLC | 306 | $239.8K | 0.06% | +306 | New |
| Aigen Investment Management, LP | 304 | $238.1K | 0.04% | −439−59.1% | Reduced |
| Thrive Wealth Management, LLC | 304 | $238.0K | 0.05% | +304 | New |
| Wealthsource Partners, LLC | 303 | $237.2K | 0.02% | +303 | New |
| Canandaigua National Bank & Trust Co | 301 | $235.8K | 0.04% | +301 | New |
| Northside Capital Management, LLC | 301 | $235.8K | 0.07% | +301 | New |
| Range Financial Group LLC | 301 | $235.8K | 0.14% | +301 | New |
| Summit Financial, LLC | 300 | $235.6K | 0.02% | +300 | New |
| Lazari Capital Management, Inc. | 300 | $235.0K | 0.13% | +300 | New |
| Wolff Wiese Magana LLC | 299 | $234.5K | 0.22% | −613−67.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 297 | $232.6K | 0.18% | +297 | New |
| Relative Value Partners Group, LLC | 296 | $231.8K | 0.01% | +296 | New |
| Stock Yards Bank & Trust Co | 295 | $231.1K | 0.01% | −299−50.3% | Reduced |
| Apella Capital, LLC | 315 | $230.4K | 0.01% | +315 | New |
| DAGCO, Inc. | 294 | $230.3K | 0.21% | +294 | New |
| Dynamic Wealth Strategies, LLC | 294 | $230.3K | 0.21% | +294 | New |
| Ariston Services Group | 293 | $229.5K | 0.22% | +293 | New |
| Pure Financial Advisors, Inc. | 292 | $228.9K | 0.01% | +292 | New |
| Hutchens & Kramer Investment Management Group, LLC | 292 | $228.7K | 0.16% | −119−29.0% | Reduced |
| Rathbone Brothers plc | 292 | $228.7K | 0.00% | +292 | New |
| Grandfield & Dodd, LLC | 290 | $227.1K | 0.02% | +290 | New |
| Castle Rock Wealth Management, LLC | 310 | $226.6K | 0.07% | +310 | New |
| Money Concepts Capital Corp | 289 | $226.4K | 0.02% | +289 | New |
| Umb Bank N A | 289 | $226.4K | 0.00% | −20−6.5% | Reduced |
| Harbour Investments, Inc. | 289 | $226.4K | 0.01% | +84+41.0% | Added |
| Benjamin Edwards Inc | 289 | $226.0K | 0.05% | −4−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 288 | $225.6K | 0.00% | +288 | New |
| Independent Solutions Wealth Management, LLC | 287 | $224.8K | 0.06% | +287 | New |
| Quantum Financial Advisors, LLC | 287 | $224.8K | 0.05% | +287 | New |
| DFPG Investments, LLC | 305 | $224.5K | 0.02% | +305 | New |
| Bordeaux Wealth Advisors LLC | 286 | $224.0K | 0.08% | +286 | New |
| Fundamentun, LLC | 285 | $223.2K | 0.03% | +285 | New |
| Brickley Wealth Management | 285 | $223.2K | 0.05% | +285 | New |
| Csenge Advisory Group | 285 | $223.2K | 0.01% | +285 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 285 | $223.2K | 0.04% | +285 | New |
| Tilson Financial Group, Inc. | 285 | $223.0K | 0.14% | +285 | New |
| Avaii Wealth Management, LLC | 284 | $222.3K | 0.14% | +284 | New |
| IFG Advisory, LLC | 283 | $221.9K | 0.02% | +283 | New |
| Zacks Investment Management | 283 | $221.7K | 0.00% | +283 | New |
| Sivia Capital Partners, LLC | 281 | $220.1K | 0.17% | +281 | New |
| Chesley Taft & Associates LLC | 280 | $219.3K | 0.01% | +280 | New |
| LifePlan Financial, LLC | 279 | $218.5K | 0.22% | +279 | New |
| Regent Peak Wealth Advisors LLC | 279 | $218.5K | 0.06% | +279 | New |
| Morningstar Investment Management LLC | 278 | $218.0K | 0.03% | +278 | New |
| Wealth Management Associates, Inc. | 278 | $217.7K | 0.11% | +278 | New |
| Breakwater Capital Group | 261 | $217.6K | 0.06% | +261 | New |
| 9258 Wealth Management, LLC | 276 | $216.2K | 0.04% | −60−17.9% | Reduced |
| Arden Trust Co | 275 | $215.4K | 0.03% | +275 | New |
| Teamwork Financial Advisors, LLC | 275 | $215.4K | 0.04% | +275 | New |
| La Financiere de L'Echiquier | 275 | $215.4K | 0.01% | +275 | New |
| LexAurum Advisors, LLC | 275 | $215.4K | 0.06% | +275 | New |
| Cypress Asset Management Inc | 275 | $215.4K | 0.06% | +275 | New |
| Meritage Portfolio Management | 275 | $215.0K | 0.01% | +275 | New |
| Monument Capital Management | 272 | $213.2K | 0.07% | +272 | New |
| AIA Group Ltd | 272 | $213.0K | 0.01% | +272 | New |
| 1858 Wealth Management, LLC | 272 | $213.0K | 0.20% | +272 | New |
| Peninsula Wealth, LLC | 272 | $212.7K | 0.04% | +272 | New |
| New Jersey Better Educational Savings Trust | 270 | $211.5K | 0.45% | +270 | New |
| Collective Family Office LLC | 270 | $211.5K | 0.07% | +270 | New |
| Truepoint, Inc. | 269 | $210.7K | 0.01% | +269 | New |
| Wagner Wealth Management, LLC | 268 | $210.0K | 0.07% | +268 | New |
| Country Club Bank | 265 | $209.3K | 0.02% | +265 | New |
| Destination Wealth Management | 267 | $209.1K | 0.01% | +267 | New |
| Carnegie Capital Asset Management, LLC | 267 | $209.0K | 0.01% | +267 | New |
| Interchange Capital Partners, LLC | 268 | $208.8K | 0.16% | +268 | New |
| Farmers & Merchants Trust Co of Long Beach | 266 | $208.3K | 0.06% | +266 | New |
| Belmont Capital, LLC | 264 | $206.8K | 0.09% | −154−36.8% | Reduced |
| Private Capital Management LLC | 263 | $206.0K | 0.05% | +263 | New |
| Plancorp, LLC | 263 | $206.0K | 0.01% | +263 | New |
| West Oak Capital, LLC | 270 | $205.0K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 262 | $204.9K | 0.02% | +262 | New |
| Truvestments Capital LLC | 261 | $204.8K | 0.09% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 260 | $204.0K | 0.04% | −234−47.4% | Reduced |
| Goelzer Investment Management, Inc. | 259 | $202.9K | 0.01% | +259 | New |
| New Hampshire Trust | 259 | $202.9K | 0.05% | +259 | New |
| SNS Financial Group, LLC | 258 | $202.8K | 0.02% | +258 | New |
| Monterey Private Wealth, Inc. | 258 | $202.2K | 0.09% | +258 | New |
| Ewa, LLC | 240 | $201.7K | 0.10% | +240 | New |
| Anchor Investment Management, LLC | 257 | $201.3K | 0.02% | −20−7.2% | Reduced |
| Field & Main Bank | 250 | $195.8K | 0.08% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 245 | $192.0K | 0.06% | −3−1.2% | Reduced |
| Logan Capital Management Inc | 238 | $186.4K | 0.01% | −3−1.2% | Reduced |
| Evermay Wealth Management LLC | 235 | $184.3K | 0.03% | +1+0.4% | Added |
| Capital Advisors, Ltd. LLC | 233 | $183.0K | 0.03% | 00.0% | Unchanged |
