| Copley Financial Group, Inc. | 603 | $215.3K | 0.16% | +603 | New |
| Ellsworth Advisors, LLC | 604 | $215.6K | 0.05% | −560−48.1% | Reduced |
| Arrow Financial Corp | 605 | $216.0K | 0.02% | +605 | New |
| Cornell Pochily Investment Advisors, Inc. | 605 | $216.0K | 0.07% | +605 | New |
| Brown, Lisle/Cummings, Inc. | 606 | $216.3K | 0.06% | +1+0.2% | Added |
| Gen-Wealth Partners Inc | 607 | $216.7K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 607 | $216.7K | 0.04% | +607 | New |
| Fortitude Family Office, LLC | 608 | $217.1K | 0.07% | +164+36.9% | Added |
| David R. Rahn & Associates Inc. | 608 | $217.1K | 0.06% | +608 | New |
| Autumn Glory Partners, LLC | 610 | $217.8K | 0.10% | +610 | New |
| Ti-Trust, Inc | 613 | $218.8K | 0.15% | +613 | New |
| AA Financial Advisors, LLC | 613 | $218.8K | 0.05% | +613 | New |
| TFC Financial Management | 613 | $219.0K | 0.03% | −60−8.9% | Reduced |
| PBMares Wealth Management LLC | 614 | $219.3K | 0.04% | +614 | New |
| Live Oak Private Wealth LLC | 616 | $219.9K | 0.03% | +616 | New |
| Summit Asset Management, LLC | 617 | $220.3K | 0.04% | +617 | New |
| East Coast Asset Management, LLC. | 617 | $220.3K | 0.07% | +617 | New |
| Vivaldi Capital Management, LLC | 620 | $221.3K | 0.03% | +620 | New |
| McHugh Group, LLC | 620 | $221.3K | 0.15% | +620 | New |
| Ewa, LLC | 620 | $221.3K | 0.07% | +620 | New |
| Hardy Reed LLC | 622 | $222.0K | 0.02% | −141−18.5% | Reduced |
| Elm Partners Management LLC | 623 | $222.4K | 0.01% | +623 | New |
| Financial Insights, Inc. | 624 | $222.8K | 0.08% | +624 | New |
| Keudell/Morrison Wealth Management | 627 | $223.8K | 0.05% | +627 | New |
| Capasso Planning Partners LLC | 628 | $224.2K | 0.13% | +628 | New |
| One Day In July LLC | 630 | $224.9K | 0.02% | +630 | New |
| Altus Wealth Group LLC | 631 | $225.3K | 0.10% | +631 | New |
| Steel Peak Wealth Management LLC | 632 | $225.6K | 0.01% | −2,994−82.6% | Reduced |
| Heritage Financial Services, LLC | 634 | $226.3K | 0.02% | +634 | New |
| Pinnacle Bancorp, Inc. | 635 | $226.7K | 0.07% | −12−1.9% | Reduced |
| Bernard Wealth Management Corp. | 635 | $226.7K | 0.11% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 636 | $227.0K | 0.04% | +636 | New |
| Veracity Capital LLC | 638 | $227.6K | 0.08% | +638 | New |
| Moloney Securities Asset Management, LLC | 643 | $229.5K | 0.03% | +643 | New |
| Rothschild Capital Partners, LLC | 645 | $230.3K | 0.06% | −270−29.5% | Reduced |
| Gill Capital Partners, LLC | 645 | $230.3K | 0.07% | +645 | New |
| Jackson Hole Capital Partners, LLC | 645 | $230.3K | 0.04% | +645 | New |
| Portside Wealth Group, LLC | 646 | $230.6K | 0.03% | +646 | New |
| Taylor Financial Group, Inc. | 650 | $232.0K | 0.14% | +650 | New |
| Capital Insight Partners, LLC | 651 | $232.4K | 0.04% | +651 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 653 | $233.1K | 0.08% | +653 | New |
| Sequent Planning LLC | 653 | $233.3K | 0.07% | +653 | New |
| Fiduciary Family Office, LLC | 656 | $234.2K | 0.08% | +656 | New |
| Opulen Financial Group LLC | 657 | $234.7K | 0.19% | +657 | New |
| Pacitti Group Inc. | 658 | $235.0K | 0.10% | +658 | New |
| Luts & Greenleigh Group, Inc | 659 | $235.3K | 0.23% | +659 | New |
| Index Fund Advisors, Inc. | 660 | $235.6K | 0.01% | +660 | New |
| Grand Wealth Management, LLC | 660 | $235.6K | 0.12% | +660 | New |
| Leelyn Smith, LLC | 662 | $236.2K | 0.04% | +662 | New |
| Dorsey Wright & Associates | 664 | $237.0K | 0.06% | +664 | New |
| Goepper Burkhardt LLC | 664 | $237.0K | 0.09% | +664 | New |
| Flagstone Financial Management | 664 | $237.0K | 0.07% | +664 | New |
| BSW Wealth Partners | 664 | $237.1K | 0.03% | +664 | New |
| Burkett Financial Services, LLC | 665 | $237.3K | 0.09% | −35−5.0% | Reduced |
| Allium Financial Advisors, LLC | 666 | $237.8K | 0.21% | +666 | New |
| First Citizens Financial Corp | 667 | $238.1K | 0.13% | +667 | New |
| Quantum Financial Advisors, LLC | 668 | $238.5K | 0.03% | +668 | New |
| Summit Wealth Group LLC | 668 | $238.5K | 0.06% | +668 | New |
| Kilter Group LLC | 668 | $238.5K | 0.11% | +668 | New |
| Three Bridge Wealth Advisors, LLC | 670 | $239.2K | 0.06% | +670 | New |
| Novare Capital Management LLC | 670 | $239.2K | 0.02% | +670 | New |
| Xcel Wealth Management, LLC | 671 | $239.5K | 0.07% | +671 | New |
| Garden State Investment Advisory Services LLC | 673 | $240.3K | 0.07% | +673 | New |
| Advocate Group LLC | 674 | $240.6K | 0.04% | +674 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 674 | $240.6K | 0.39% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 675 | $241.0K | 0.21% | +675 | New |
| Perfromance Wealth Partners, LLC | 675 | $241.0K | 0.01% | −160−19.2% | Reduced |
| Inscription Capital, LLC | 676 | $241.5K | 0.03% | +676 | New |
| Sweeney & Michel, LLC | 670 | $241.6K | 0.09% | +670 | New |
| Chatham Capital Group, Inc. | 677 | $241.7K | 0.04% | +677 | New |
| Peddock Capital Advisors, LLC | 678 | $242.0K | 0.06% | +678 | New |
| Aspiriant, LLC | 679 | $242.4K | 0.01% | −121−15.1% | Reduced |
| Bruce G. Allen Investments, LLC | 680 | $242.8K | 0.18% | +21+3.2% | Added |
| Diversified Portfolios, Inc. | 681 | $243.1K | 0.02% | +681 | New |
| Weatherly Asset Management L. P. | 682 | $243.4K | 0.02% | +682 | New |
| GW&K Investment Management, LLC | 684 | $244.0K | 0.00% | +50+7.9% | Added |
| Sharp Financial Services, LLC | 689 | $246.0K | 0.16% | −391−36.2% | Reduced |
| GHP Investment Advisors, Inc. | 689 | $246.0K | 0.01% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 679 | $246.7K | 0.17% | +679 | New |
| Inlet Private Wealth, LLC | 692 | $246.9K | 0.06% | +692 | New |
| New Wave Wealth Advisors LLC | 693 | $247.4K | 0.11% | +693 | New |
| Aster Capital Management (DIFC) Ltd | 694 | $247.8K | 0.06% | −4,950−87.7% | Reduced |
| Sandy Cove Advisors, LLC | 698 | $249.2K | 0.09% | +698 | New |
| Advisory Alpha, LLC | 698 | $249.2K | 0.01% | +698 | New |
| CBIZ Investment Advisory Services, LLC | 699 | $249.4K | 0.01% | −28−3.9% | Reduced |
| Alberta Investment Management Corp | 700 | $249.9K | 0.00% | +700 | New |
| Peak Asset Management, LLC | 700 | $249.9K | 0.05% | +700 | New |
| Onyx Bridge Wealth Group LLC | 700 | $249.9K | 0.03% | +700 | New |
| von Borstel & Associates, Inc. | 653 | $251.0K | 0.07% | +2+0.3% | Added |
| Kavar Capital Partners Group, LLC | 705 | $251.7K | 0.04% | +705 | New |
| Convergence Investment Partners, LLC | 706 | $252.2K | 0.06% | −39−5.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 708 | $252.7K | 0.17% | +708 | New |
| Fountainhead AM, LLC | 711 | $253.8K | 0.04% | +711 | New |
| 21 West Wealth Management LLC | 711 | $253.8K | 0.26% | +711 | New |
| First Foundation Advisors | 714 | $254.9K | 0.01% | +714 | New |
| Ironwood Investment Management LLC | 716 | $255.6K | 0.12% | +716 | New |
| First United Bank Trust | 718 | $256.3K | 0.09% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 718 | $256.3K | 0.21% | +718 | New |
| Country Trust Bank | 719 | $256.7K | 0.01% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 720 | $257.0K | 0.47% | +720 | New |
