| Pitti Group Wealth Management, LLC | 638 | $227.3K | 0.18% | +638 | New |
| PSI Advisors, LLC | 641 | $228.3K | 0.05% | −380−37.2% | Reduced |
| Edgestream Partners, L.P. | 643 | $229.0K | 0.01% | −9,252−93.5% | Reduced |
| Nautilus Advisors LLC | 643 | $229.1K | 0.16% | −64−9.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 644 | $229.4K | 0.01% | +644 | New |
| Oxford Financial Group Ltd | 645 | $229.8K | 0.01% | +645 | New |
| Smithfield Trust Co | 647 | $230.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 646 | $230.1K | 0.04% | +646 | New |
| Burton Enright Welch | 646 | $230.1K | 0.03% | +646 | New |
| Harel Insurance Investments & Financial Services Ltd. | 647 | $231.0K | 0.00% | +459+244.1% | Added |
| PDS Planning, Inc | 649 | $231.1K | 0.02% | +649 | New |
| AssuredPartners Investment Advisors, LLC | 644 | $231.3K | 0.03% | +644 | New |
| Stonekeep Investments, LLC | 650 | $231.5K | 0.15% | +650 | New |
| ABLE Financial Group, LLC | 650 | $231.7K | 0.05% | +650 | New |
| Legacy Wealth Partners, LLC | 651 | $232.0K | 0.06% | +651 | New |
| Kiley Juergens Wealth Management, LLC | 654 | $232.9K | 0.04% | +654 | New |
| Clean Yield Group | 655 | $233.3K | 0.07% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 655 | $233.4K | 0.01% | +655 | New |
| NorthRock Partners, LLC | 657 | $234.1K | 0.00% | −144−18.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 655 | $234.2K | 0.10% | −37−5.3% | Reduced |
| Westshore Wealth, LLC | 658 | $234.4K | 0.08% | −36−5.2% | Reduced |
| 1620 Investment Advisors, Inc. | 658 | $234.5K | 0.16% | −5−0.8% | Reduced |
| AlphaStar Capital Management, LLC | 659 | $234.7K | 0.02% | +659 | New |
| Douglass Winthrop Advisors, LLC | 661 | $235.4K | 0.00% | +661 | New |
| Citizens Business Bank | 661 | $235.4K | 0.04% | +661 | New |
| Silver Coast Investments LLC | 661 | $235.4K | 0.08% | +661 | New |
| North Capital, Inc. | 661 | $235.4K | 0.20% | +661 | New |
| Choate Investment Advisors | 662 | $235.8K | 0.00% | +662 | New |
| United Financial Planning Group LLC | 664 | $236.6K | 0.14% | +30+4.7% | Added |
| Welch & Forbes LLC | 666 | $237.2K | 0.00% | +666 | New |
| Excelsior Advisor Network LLC | 666 | $237.2K | 0.09% | +666 | New |
| Income Insurance Ltd | 667 | $237.6K | 0.16% | +667 | New |
| Swisher Financial Concepts, Inc. | 670 | $238.6K | 0.13% | +670 | New |
| S Harris Financial Group, LLC | 675 | $240.2K | 0.22% | +675 | New |
| Cromwell Holdings LLC | 672 | $240.3K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 675 | $240.4K | 0.02% | −50−6.9% | Reduced |
| United Asset Strategies, Inc. | 677 | $241.0K | 0.02% | −16−2.3% | Reduced |
| JB Capital LLC | 677 | $241.2K | 0.01% | +677 | New |
| Arrow Financial Corp | 678 | $241.5K | 0.02% | +678 | New |
| Baker Boyer National Bank | 678 | $241.5K | 0.07% | +678 | New |
| Keeler Thomas Management LLC | 678 | $241.5K | 0.10% | −7,619−91.8% | Reduced |
| Orleans Capital Management Corp | 680 | $242.2K | 0.16% | +680 | New |
| PDT Partners, LLC | 681 | $242.6K | 0.01% | +681 | New |
| YHB Investment Advisors, Inc. | 682 | $242.9K | 0.02% | +682 | New |
| Penobscot Investment Management Company, Inc. | 683 | $243.3K | 0.02% | +683 | New |
| Aspire Growth Partners LLC | 686 | $244.2K | 0.17% | −17−2.4% | Reduced |
| Private Client Services, LLC | 687 | $244.7K | 0.07% | +687 | New |
| Beacon Financial Group | 690 | $245.8K | 0.02% | +690 | New |
| Ossiam | 691 | $246.1K | 0.00% | −579−45.6% | Reduced |
| Value Partners Investments Inc. | 695 | $247.3K | 0.02% | −180,600−99.6% | Reduced |
| Waller Financial Planning Group, Inc | 694 | $247.3K | 0.05% | +1+0.1% | Added |
| Altar Rock LLC | 692 | $247.5K | 0.29% | −118−14.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 696 | $247.9K | 0.02% | +696 | New |
| Intelligence Driven Advisers, LLC | 698 | $248.6K | 0.04% | +698 | New |
| MSH Capital Advisors LLC | 698 | $248.6K | 0.05% | +698 | New |
| Cohen & Steers, Inc. | 700 | $249.0K | 0.00% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 700 | $249.3K | 0.16% | −10−1.4% | Reduced |
| Clark Capital Management Group, Inc. | 700 | $249.3K | 0.00% | +700 | New |
| Accredited Investors Inc. | 700 | $249.5K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 702 | $249.7K | 0.05% | +702 | New |
| Nicholas Hoffman & Company, LLC. | 702 | $249.9K | 0.01% | +1+0.1% | Added |
| Money Concepts Capital Corp | 702 | $250.0K | 0.01% | +702 | New |
| Sunbelt Securities, Inc. | 703 | $250.4K | 0.02% | −99−12.3% | Reduced |
| Werba Rubin Papier Wealth Management | 705 | $251.0K | 0.03% | +705 | New |
| B&L Asset Management LLC | 705 | $251.1K | 0.11% | +705 | New |
| Fukoku Mutual Life Insurance Co | 707 | $251.8K | 0.02% | −141−16.6% | Reduced |
| O'Rourke & Company, Inc | 709 | $252.7K | 0.10% | −10−1.4% | Reduced |
| Greatmark Investment Partners, Inc. | 710 | $252.9K | 0.03% | +710 | New |
| Defiance ETFs, LLC | 712 | $253.6K | 0.00% | +712 | New |
| Hapanowicz & Associates Financial Services, Inc | 713 | $254.0K | 0.10% | +9+1.3% | Added |
| Global View Capital Management LLC | 714 | $254.3K | 0.07% | −19−2.6% | Reduced |
| Anchyra Partners LLC | 716 | $255.0K | 0.08% | +19+2.7% | Added |
| OneAscent Family Office, LLC | 716 | $255.0K | 0.18% | +716 | New |
| Lazari Capital Management, Inc. | 718 | $255.6K | 0.09% | +18+2.6% | Added |
| DiNuzzo Private Wealth, Inc. | 718 | $255.7K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 719 | $256.1K | 0.01% | −153−17.5% | Reduced |
| Snowwater Investment Partners, LLC | 718 | $256.8K | 0.24% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 652 | $257.3K | 0.03% | −19−2.8% | Reduced |
| Cambria Investment Management, L.P. | 724 | $257.9K | 0.01% | −206−22.2% | Reduced |
| Maridea Wealth Management LLC | 724 | $258.0K | 0.04% | +724 | New |
| Houlihan Financial Resource Group, Ltd. | 725 | $258.2K | 0.10% | 00.0% | Unchanged |
| Skylands Capital, LLC | 725 | $258.2K | 0.03% | 00.0% | Unchanged |
| Welch Group, LLC | 728 | $259.3K | 0.01% | −65−8.2% | Reduced |
| Templeton & Phillips Capital Management, LLC | 731 | $260.4K | 0.21% | 00.0% | Unchanged |
| Certified Advisory Corp | 737 | $262.4K | 0.02% | −44−5.6% | Reduced |
| Aspen Grove Capital, LLC | 735 | $263.4K | 0.05% | +2+0.3% | Added |
| RD Lewis Holdings, Inc. | 699 | $263.5K | 0.23% | +4+0.6% | Added |
| TIAA Wealth Investment Management LLC | 741 | $263.7K | 0.00% | +741 | New |
| Peak Retirement Planning, Inc. | 741 | $264.0K | 0.05% | +21+2.9% | Added |
| River Street Advisors LLC | 743 | $264.6K | 0.09% | 00.0% | Unchanged |
| 71 West Capital Partners | 744 | $265.0K | 0.01% | +744 | New |
| Birch Financial Group, LLC | 744 | $265.0K | 0.15% | −11−1.5% | Reduced |
| Cullinan Associates Inc | 750 | $267.1K | 0.02% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 750 | $267.1K | 0.02% | +50+7.1% | Added |
| Lexington Hill Partners, LLC | 750 | $267.2K | 0.15% | +14+1.9% | Added |
| KFA Private Wealth Group, LLC | 754 | $268.8K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 754 | $268.9K | 0.05% | −313−29.3% | Reduced |
| Hamilton Capital, LLC | 756 | $269.3K | 0.01% | −337−30.8% | Reduced |
| Quantum Financial Advisors, LLC | 759 | $270.3K | 0.03% | +28+3.8% | Added |
| EJMK Ventures LLC | 760 | $270.7K | 0.15% | −7−0.9% | Reduced |
