| WR Wealth Planners, LLC | 594 | $185.7K | 0.06% | +594 | New |
| HHM Wealth Advisors, LLC | 594 | $185.7K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 596 | $186.3K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 607 | $189.8K | 0.09% | +607 | New |
| Headlands Technologies LLC | 612 | $191.4K | 0.05% | +612 | New |
| Creekmur Asset Management LLC | 613 | $191.7K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 615 | $192.3K | 0.02% | −25−3.9% | Reduced |
| Gables Capital Management Inc. | 624 | $195.1K | 0.11% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 639 | $199.8K | 0.07% | −347−35.2% | Reduced |
| Refined Wealth Management | 640 | $200.1K | 0.14% | +640 | New |
| Beacon Investment Advisors LLC | 642 | $200.8K | 0.11% | +642 | New |
| Heritage Trust Co | 643 | $201.1K | 0.03% | +643 | New |
| Chatham Capital Group, Inc. | 650 | $203.2K | 0.04% | +650 | New |
| Hengehold Capital Management LLC | 650 | $203.2K | 0.02% | +650 | New |
| Index Fund Advisors, Inc. | 650 | $203.2K | 0.01% | +650 | New |
| Peterson Wealth Advisors, LLC | 650 | $203.2K | 0.04% | +650 | New |
| Fielder Capital Group LLC | 654 | $204.6K | 0.09% | +654 | New |
| Pettyjohn, Wood & White, Inc | 656 | $205.1K | 0.04% | +656 | New |
| Investment Partners, Ltd. | 656 | $205.2K | 0.09% | +656 | New |
| MQS Management LLC | 661 | $206.7K | 0.12% | +661 | New |
| Grand Wealth Management, LLC | 660 | $207.0K | 0.10% | +660 | New |
| CFS Investment Advisory Services, LLC | 666 | $208.0K | 0.03% | +666 | New |
| Taylor Financial Group, Inc. | 666 | $208.2K | 0.16% | +666 | New |
| First Citizens Financial Corp | 667 | $208.6K | 0.12% | +667 | New |
| Quantum Financial Advisors, LLC | 668 | $208.9K | 0.04% | +668 | New |
| Centennial Wealth Advisory LLC | 668 | $208.9K | 0.10% | +668 | New |
| Leelyn Smith, LLC | 669 | $209.2K | 0.04% | +669 | New |
| Murphy Pohlad Asset Management LLC | 669 | $209.2K | 0.08% | +669 | New |
| Buckingham Capital Management, Inc. | 672 | $210.1K | 0.03% | +672 | New |
| Peddock Capital Advisors, LLC | 672 | $210.1K | 0.06% | +672 | New |
| Advocate Group LLC | 674 | $210.7K | 0.04% | +674 | New |
| Jaffetilchin Investment Partners, LLC | 674 | $210.8K | 0.02% | −232−25.6% | Reduced |
| Wrapmanager Inc | 675 | $211.1K | 0.06% | +675 | New |
| Aprio Wealth Management, LLC | 675 | $211.1K | 0.04% | +675 | New |
| Pacitti Group Inc. | 676 | $211.3K | 0.11% | +676 | New |
| Motive Wealth Advisors | 678 | $212.0K | 0.13% | +678 | New |
| Hunter Associates Investment Management LLC | 678 | $212.0K | 0.04% | +678 | New |
| Summit Global Investments | 678 | $212.0K | 0.02% | +678 | New |
| Wellspring Financial Advisors, LLC | 681 | $212.9K | 0.03% | +681 | New |
| Valley National Advisers Inc | 682 | $213.0K | 0.03% | +36+5.6% | Added |
| Castleview Partners, LLC | 687 | $214.8K | 0.12% | +533+346.1% | Added |
| Capital Asset Advisory Services LLC | 650 | $214.8K | 0.01% | +650 | New |
| HTLF Bank | 688 | $215.1K | 0.02% | +688 | New |
| Win Advisors, Inc | 689 | $215.4K | 0.09% | +689 | New |
| Ahl Investment Management, Inc. | 689 | $215.4K | 0.17% | +689 | New |
| Newbridge Financial Services Group, Inc. | 689 | $215.6K | 0.09% | +416+152.4% | Added |
| Gradient Investments LLC | 691 | $216.1K | 0.01% | −106−13.3% | Reduced |
| Rockland Trust Co | 691 | $216.1K | 0.01% | +691 | New |
| Aviso Wealth Management | 692 | $216.4K | 0.14% | +692 | New |
| Jacobsen Capital Management | 693 | $216.7K | 0.10% | +693 | New |
| Breed's Hill Capital LLC | 695 | $217.2K | 0.20% | +695 | New |
| Heritage Financial Services, LLC | 695 | $217.3K | 0.03% | +695 | New |
| B.O.S.S. Retirement Advisors, LLC | 903 | $217.7K | 0.08% | −71−7.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 680 | $217.8K | 0.10% | +680 | New |
| Mechanics Bank Trust Department | 697 | $217.9K | 0.03% | +697 | New |
| Radnor Capital Management, LLC | 696 | $218.0K | 0.04% | −775−52.7% | Reduced |
| Knowledge Leaders Capital, LLC | 698 | $218.3K | 0.38% | −1,438−67.3% | Reduced |
| Cetera Trust Company, N.A | 698 | $218.3K | 0.13% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 700 | $219.0K | 0.01% | +700 | New |
| Berger Financial Group, Inc | 701 | $219.2K | 0.02% | +701 | New |
| InTrack Investment Management Inc | 703 | $219.8K | 0.16% | −3,287−82.4% | Reduced |
| McLean Asset Management Corp | 702 | $220.5K | 0.08% | +702 | New |
| Weatherly Asset Management L. P. | 707 | $221.1K | 0.02% | +707 | New |
| Accurate Wealth Management, LLC | 731 | $221.5K | 0.06% | −170−18.9% | Reduced |
| Proequities, Inc. | 713 | $223.6K | 0.01% | −75−9.5% | Reduced |
| Ironwood Investment Management LLC | 716 | $223.9K | 0.11% | +716 | New |
| M. Kraus & Co | 717 | $224.2K | 0.07% | +717 | New |
| Henshaw Capital LLC | 717 | $224.2K | 0.01% | +717 | New |
| Goepper Burkhardt LLC | 680 | $224.8K | 0.10% | +680 | New |
| Willow Creek Wealth Management Inc. | 719 | $224.8K | 0.03% | +719 | New |
| Sageworth Trust Co of South Dakota | 719 | $224.8K | 0.35% | +719 | New |
| Perfromance Wealth Partners, LLC | 720 | $225.1K | 0.01% | +720 | New |
| Old Port Advisors | 723 | $226.1K | 0.07% | +723 | New |
| National Philanthropic Trust | 723 | $226.1K | 0.00% | +723 | New |
| Autumn Glory Partners, LLC | 725 | $226.7K | 0.11% | +725 | New |
| Jackson Hole Capital Partners, LLC | 726 | $227.0K | 0.05% | +726 | New |
| Elgethun Capital Management | 725 | $227.3K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 730 | $228.3K | 0.13% | +730 | New |
| Gunderson Capital Management Inc. | 730 | $228.3K | 0.11% | +730 | New |
| Arvest Trust Co N A | 731 | $228.6K | 0.01% | −506−40.9% | Reduced |
| SignalPoint Asset Management, LLC | 735 | $229.8K | 0.06% | +735 | New |
| Equitable Trust Co | 738 | $230.8K | 0.02% | +738 | New |
| BigSur Wealth Management LLC | 737 | $231.0K | 0.07% | +737 | New |
| Ascent Group, LLC | 739 | $231.1K | 0.02% | +739 | New |
| Raffa Wealth Management, LLC | 740 | $231.4K | 0.07% | +632+585.2% | Added |
| Delta Financial Group, Inc. | 742 | $232.0K | 0.07% | +742 | New |
| BKM Wealth Management, LLC | 743 | $232.3K | 0.10% | −32−4.1% | Reduced |
| Weitzel Financial Services, Inc. | 748 | $233.6K | 0.12% | +748 | New |
| Householder Group Estate & Retirement Specialist, LLC | 747 | $233.6K | 0.07% | −10−1.3% | Reduced |
| S.A. Mason LLC | 750 | $234.5K | 0.14% | −51−6.4% | Reduced |
| Fairview Capital Investment Management, LLC | 753 | $235.4K | 0.01% | +753 | New |
| Atlas Brown,Inc. | 753 | $235.4K | 0.09% | +753 | New |
| L.M. Kohn & Company | 755 | $236.1K | 0.07% | +755 | New |
| Eldridge Investment Advisors, Inc. | 757 | $237.0K | 0.06% | +757 | New |
| Pioneer Trust Bank N A | 758 | $237.0K | 0.07% | +758 | New |
| Burns J W & Co Inc | 760 | $237.6K | 0.03% | +760 | New |
| Naviter Wealth, LLC | 761 | $237.9K | 0.04% | +761 | New |
| Hibernia Wealth Partners, LLC | 761 | $237.9K | 0.16% | +761 | New |
| Sheaff Brock Investment Advisors, LLC | 761 | $237.9K | 0.02% | −4,068−84.2% | Reduced |
| Prestige Wealth Management Group LLC | 765 | $239.1K | 0.05% | 00.0% | Unchanged |
