| Essex Savings Bank | 315 | $255.1K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 314 | $254.3K | 0.04% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 312 | $253.0K | 0.02% | +312 | New |
| First Manhattan Co | 311 | $252.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 310 | $251.0K | 0.02% | −13−4.0% | Reduced |
| Arete Wealth Advisors, LLC | 308 | $250.0K | 0.02% | −319−50.9% | Reduced |
| Napa Wealth Management | 308 | $249.8K | 0.12% | +308 | New |
| Arkadios Wealth Advisors | 305 | $246.8K | 0.01% | +305 | New |
| Lake Street Financial LLC | 304 | $246.2K | 0.04% | −40−11.6% | Reduced |
| Founders Financial Alliance, LLC | 304 | $246.2K | 0.07% | +304 | New |
| Exencial Wealth Advisors, LLC | 303 | $245.6K | 0.01% | −532−63.7% | Reduced |
| Aureus Asset Management, LLC | 300 | $242.9K | 0.02% | +300 | New |
| Cutter & CO Brokerage, Inc. | 300 | $242.9K | 0.05% | +300 | New |
| MorganRosel Wealth Management, LLC | 300 | $242.9K | 0.08% | +300 | New |
| Johnson Investment Counsel Inc | 299 | $242.1K | 0.00% | +299 | New |
| Regent Peak Wealth Advisors LLC | 298 | $241.3K | 0.06% | +298 | New |
| Strategic Blueprint, LLC | 297 | $240.5K | 0.01% | +297 | New |
| Sentry Investment Management LLC | 297 | $240.0K | 0.10% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 295 | $238.9K | 0.02% | +295 | New |
| Old Port Advisors | 295 | $238.9K | 0.07% | +295 | New |
| HCR Wealth Advisors | 292 | $236.4K | 0.03% | −300−50.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 290 | $235.1K | 0.05% | −69−19.2% | Reduced |
| Forbes J M & Co LLP | 290 | $234.8K | 0.02% | +290 | New |
| Adamsbrown Wealth Consultants LLC | 289 | $234.2K | 0.08% | +289 | New |
| Cornerstone Wealth Group, LLC | 288 | $233.2K | 0.02% | +288 | New |
| D L Carlson Investment Group Inc | 288 | $233.2K | 0.04% | +288 | New |
| Fort Point Capital Partners LLC | 288 | $233.2K | 0.03% | +288 | New |
| Capital Asset Advisory Services LLC | 291 | $232.9K | 0.01% | +291 | New |
| HMS Capital Management, LLC | 287 | $232.4K | 0.11% | +287 | New |
| Leeward Financial Partners, LLC | 287 | $232.4K | 0.09% | +287 | New |
| Buckhead Capital Management LLC | 285 | $230.8K | 0.07% | +285 | New |
| Coastal Investment Advisors, Inc. | 275 | $230.3K | 0.11% | +275 | New |
| Highview Capital Management LLC | 284 | $230.0K | 0.09% | −30−9.6% | Reduced |
| Great Lakes Advisors, LLC | 283 | $229.2K | 0.00% | +283 | New |
| Legacy Financial Advisors, Inc. | 283 | $229.2K | 0.04% | +283 | New |
| Catalina Capital Group, LLC | 280 | $226.7K | 0.08% | +280 | New |
| Marion Wealth Management | 279 | $225.9K | 0.06% | +279 | New |
| Summit X, LLC | 348 | $225.4K | 0.05% | −24−6.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 276 | $223.5K | 0.02% | +276 | New |
| Frank, Rimerman Advisors LLC | 276 | $223.5K | 0.02% | +276 | New |
| Smith Group Asset Management, LLC | 274 | $221.9K | 0.02% | +274 | New |
| Chicago Capital, LLC | 272 | $220.2K | 0.01% | +272 | New |
| J.W. Cole Advisors, Inc. | 272 | $219.9K | 0.01% | +272 | New |
| Cynosure Management, LLC | 271 | $219.5K | 0.03% | −331−55.0% | Reduced |
| XML Financial, LLC | 269 | $217.9K | 0.02% | +269 | New |
| Great Diamond Partners, LLC | 269 | $217.8K | 0.06% | +269 | New |
| Circle Wealth Management, LLC | 266 | $215.4K | 0.00% | +266 | New |
| Bartlett & Co. Wealth Management LLC | 265 | $214.6K | 0.00% | −5−1.9% | Reduced |
| L2 Asset Management, LLC | 265 | $214.6K | 0.06% | +265 | New |
| Diametric Capital, LP | 264 | $213.8K | 0.11% | +264 | New |
| E Fund Management Co., Ltd. | 262 | $212.1K | 0.01% | +262 | New |
| Ironwood Investment Counsel, LLC | 260 | $211.0K | 0.04% | +260 | New |
| Ocean Capital Management, LLC | 258 | $208.5K | 0.05% | +258 | New |
| Brookstone Capital Management | 257 | $208.1K | 0.00% | +257 | New |
| Copley Financial Group, Inc. | 256 | $207.3K | 0.19% | +256 | New |
| Gleason Group, Inc. | 255 | $206.7K | 0.04% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 255 | $206.5K | 0.06% | +255 | New |
| Opes Wealth Management LLC | 255 | $206.5K | 0.04% | +255 | New |
| Sheaff Brock Investment Advisors, LLC | 254 | $205.7K | 0.02% | +254 | New |
| Colonial Trust Co | 254 | $205.7K | 0.03% | +1+0.4% | Added |
| Bank Ozk | 254 | $205.7K | 0.08% | +254 | New |
| Capstone Financial Advisors, Inc. | 252 | $204.3K | 0.01% | +252 | New |
| St Germain D J Co Inc | 252 | $204.1K | 0.01% | −1−0.4% | Reduced |
| Pacific Global Investment Management CO | 252 | $204.1K | 0.04% | +252 | New |
| Everpar Advisors LLC | 252 | $204.1K | 0.11% | +252 | New |
| Symphony Financial, Ltd. Co. | 253 | $203.4K | 0.03% | +253 | New |
| Mark Sheptoff Financial Planning, LLC | 250 | $202.4K | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 250 | $202.4K | 0.06% | +250 | New |
| Retirement Planning Co of New England, Inc. | 250 | $202.4K | 0.10% | +250 | New |
| Bond & Devick Financial Network, Inc. | 250 | $202.4K | 0.09% | +250 | New |
| KCM Investment Advisors LLC | 248 | $200.8K | 0.01% | +248 | New |
| Bell Bank | 247 | $200.0K | 0.02% | +247 | New |
| Cetera Trust Company, N.A | 246 | $199.2K | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 246 | $199.2K | 0.04% | +246 | New |
| Prestige Wealth Management Group LLC | 240 | $194.3K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 239 | $193.5K | 0.01% | +6+2.6% | Added |
| Optimum Investment Advisors | 235 | $190.3K | 0.08% | −15−6.0% | Reduced |
| Zions Bancorporation, N.A. | 231 | $187.0K | 0.01% | −2−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 217 | $175.7K | 0.01% | +42+24.0% | Added |
| EverSource Wealth Advisors, LLC | 213 | $172.5K | 0.01% | +13+6.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 210 | $170.0K | 0.11% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 206 | $166.8K | 0.02% | +200+3,333.3% | Added |
| Alta Advisers Ltd | 200 | $161.9K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $161.9K | 0.04% | +200 | New |
| Cromwell Holdings LLC | 197 | $159.5K | 0.10% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 194 | $157.1K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 192 | $155.5K | 0.02% | −39−16.9% | Reduced |
| ORG Partners LLC | 186 | $150.8K | 0.02% | +1+0.5% | Added |
| Leonteq Securities AG | 184 | $149.0K | 0.02% | −366−66.5% | Reduced |
| Wintrust Investments LLC | 183 | $148.0K | 0.11% | −1,176−86.5% | Reduced |
| United Community Bank | 173 | $140.1K | 0.05% | +13+8.1% | Added |
| Manchester Capital Management LLC | 170 | $137.8K | 0.02% | +12+7.6% | Added |
| AlphaCentric Advisors LLC | 167 | $135.2K | 0.10% | −7−4.0% | Reduced |
| Westpac Banking Corp | 163 | $132.0K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 135 | $109.3K | 0.04% | +135 | New |
| Icon Wealth Advisors, LLC | 127 | $102.6K | 0.01% | +127 | New |
| Hilltop National Bank | 126 | $102.0K | 0.03% | −2−1.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 125 | $101.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 120 | $97.2K | 0.01% | +2+1.7% | Added |
| Covestor Ltd | 112 | $91.0K | 0.06% | −36−24.3% | Reduced |
