| Aspire Growth Partners LLC | 686 | $244.2K | 0.17% | −17−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 683 | $243.3K | 0.02% | +683 | New |
| YHB Investment Advisors, Inc. | 682 | $242.9K | 0.02% | +682 | New |
| PDT Partners, LLC | 681 | $242.6K | 0.01% | +681 | New |
| Orleans Capital Management Corp | 680 | $242.2K | 0.16% | +680 | New |
| Keeler Thomas Management LLC | 678 | $241.5K | 0.10% | −7,619−91.8% | Reduced |
| Arrow Financial Corp | 678 | $241.5K | 0.02% | +678 | New |
| Baker Boyer National Bank | 678 | $241.5K | 0.07% | +678 | New |
| JB Capital LLC | 677 | $241.2K | 0.01% | +677 | New |
| United Asset Strategies, Inc. | 677 | $241.0K | 0.02% | −16−2.3% | Reduced |
| Journey Advisory Group, LLC | 675 | $240.4K | 0.02% | −50−6.9% | Reduced |
| Cromwell Holdings LLC | 672 | $240.3K | 0.14% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 675 | $240.2K | 0.22% | +675 | New |
| Swisher Financial Concepts, Inc. | 670 | $238.6K | 0.13% | +670 | New |
| Income Insurance Ltd | 667 | $237.6K | 0.16% | +667 | New |
| Welch & Forbes LLC | 666 | $237.2K | 0.00% | +666 | New |
| Excelsior Advisor Network LLC | 666 | $237.2K | 0.09% | +666 | New |
| United Financial Planning Group LLC | 664 | $236.6K | 0.14% | +30+4.7% | Added |
| Choate Investment Advisors | 662 | $235.8K | 0.00% | +662 | 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 |
| AlphaStar Capital Management, LLC | 659 | $234.7K | 0.02% | +659 | New |
| 1620 Investment Advisors, Inc. | 658 | $234.5K | 0.16% | −5−0.8% | Reduced |
| Westshore Wealth, LLC | 658 | $234.4K | 0.08% | −36−5.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 655 | $234.2K | 0.10% | −37−5.3% | Reduced |
| NorthRock Partners, LLC | 657 | $234.1K | 0.00% | −144−18.0% | Reduced |
| Willis Johnson & Associates, Inc. | 655 | $233.4K | 0.01% | +655 | New |
| Clean Yield Group | 655 | $233.3K | 0.07% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 654 | $232.9K | 0.04% | +654 | New |
| Legacy Wealth Partners, LLC | 651 | $232.0K | 0.06% | +651 | New |
| ABLE Financial Group, LLC | 650 | $231.7K | 0.05% | +650 | New |
| Stonekeep Investments, LLC | 650 | $231.5K | 0.15% | +650 | New |
| AssuredPartners Investment Advisors, LLC | 644 | $231.3K | 0.03% | +644 | New |
| PDS Planning, Inc | 649 | $231.1K | 0.02% | +649 | New |
| Harel Insurance Investments & Financial Services Ltd. | 647 | $231.0K | 0.00% | +459+244.1% | Added |
| Burton Enright Welch | 646 | $230.1K | 0.03% | +646 | New |
| Great Diamond Partners, LLC | 646 | $230.1K | 0.04% | +646 | New |
| Smithfield Trust Co | 647 | $230.0K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 645 | $229.8K | 0.01% | +645 | New |
| Oversea-Chinese Banking CORP Ltd | 644 | $229.4K | 0.01% | +644 | New |
| Nautilus Advisors LLC | 643 | $229.1K | 0.16% | −64−9.1% | Reduced |
| Edgestream Partners, L.P. | 643 | $229.0K | 0.01% | −9,252−93.5% | Reduced |
| PSI Advisors, LLC | 641 | $228.3K | 0.05% | −380−37.2% | Reduced |
| Pitti Group Wealth Management, LLC | 638 | $227.3K | 0.18% | +638 | New |
| Northstar Financial Companies, Inc. | 637 | $226.8K | 0.18% | −91−12.5% | Reduced |
| Fidelity D & D Bancorp Inc | 636 | $226.5K | 0.09% | +636 | New |
| West Michigan Advisors, LLC | 633 | $226.4K | 0.05% | +633 | New |
| Obermeyer Wood Investment Counsel, LLLP | 634 | $225.8K | 0.01% | +634 | New |
| Asset Advisory Group, Inc. | 634 | $225.8K | 0.11% | +634 | New |
| Diversified Enterprises, LLC | 632 | $225.1K | 0.01% | +632 | New |
| United Bank | 627 | $223.3K | 0.07% | −109−14.8% | Reduced |
| Strategic Blueprint, LLC | 627 | $223.1K | 0.01% | −155−19.8% | Reduced |
| Summitpoint Capital Management | 772 | $223.0K | 0.28% | +772 | New |
| Platform Technology Partners | 626 | $222.8K | 0.04% | +626 | New |
| Syverson Strege & Co | 625 | $222.6K | 0.05% | +625 | New |
| Howard Capital Management Group, LLC | 625 | $222.6K | 0.01% | +625 | New |
| Summit Wealth Partners, LLC | 625 | $222.6K | 0.04% | +625 | New |
| Hibernia Wealth Partners, LLC | 624 | $222.1K | 0.07% | +624 | New |
| M3 Advisory Group, LLC | 623 | $221.8K | 0.14% | +623 | New |
| Victory Financial Group, LLC | 622 | $221.5K | 0.03% | +622 | New |
| Asempa Wealth Advisors | 615 | $221.1K | 0.19% | +615 | New |
| Verus Capital Partners, LLC | 618 | $220.2K | 0.02% | +618 | New |
| CVA Family Office, LLC | 617 | $219.8K | 0.02% | +187+43.5% | Added |
| Jacobsen Capital Management | 617 | $219.8K | 0.07% | +617 | New |
| Gibraltar Capital Management, Inc. | 617 | $219.7K | 0.04% | +617 | New |
| Evercore Wealth Management, LLC | 616 | $219.4K | 0.00% | +616 | New |
| Beckerman Institutional, LLC | 615 | $219.1K | 0.12% | +615 | New |
| Tower Wealth Partners, Inc. | 614 | $218.7K | 0.12% | +614 | New |
| Purpose Unlimited Inc. | 613 | $218.3K | 0.01% | −26−4.1% | Reduced |
| Johnson Financial Group, LLC | 613 | $218.3K | 0.01% | +613 | New |
| Towercrest Capital Management | 611 | $217.6K | 0.03% | +611 | New |
| Centaurus Financial, Inc. | 610 | $217.0K | 0.01% | −45−6.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 610 | $217.0K | 0.01% | +610 | New |
| Values Added Financial LLC | 608 | $216.6K | 0.09% | +608 | New |
| Osborne Partners Capital Management, LLC | 607 | $216.2K | 0.01% | −89−12.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 606 | $216.2K | 0.01% | +606 | New |
| Sepio Capital, LP | 606 | $215.7K | 0.01% | +606 | New |
| Envision Financial Planning, LLC | 605 | $215.6K | 0.08% | +605 | New |
| Riverpoint Wealth Management Holdings, LLC | 604 | $215.3K | 0.05% | +604 | New |
| Advyzon Investment Management, LLC | 602 | $214.5K | 0.02% | +602 | New |
| Reyes Financial Architecture, Inc. | 602 | $214.4K | 0.18% | +602 | New |
| Onefund, LLC | 596 | $214.1K | 0.14% | −62−9.4% | Reduced |
| Cullen Investment Group, Ltd. | 601 | $213.9K | 0.03% | −49−7.5% | Reduced |
| Vicus Capital | 601 | $213.9K | 0.02% | −320−34.7% | Reduced |
| Yarger Wealth Strategies, LLC | 600 | $213.9K | 0.09% | +600 | New |
| Altrafin AG | 600 | $213.7K | 0.07% | −790−56.8% | Reduced |
| Eastern Bank | 600 | $213.7K | 0.00% | −103−14.7% | Reduced |
| New Paradigm Capital Management, LLC | 600 | $213.7K | 0.46% | +600 | New |
| SageGuard Financial Group, LLC | 599 | $213.4K | 0.03% | +599 | New |
| TRB Wealth Management, LLC | 596 | $213.1K | 0.03% | +596 | New |
| True Wealth Design, LLC | 598 | $213.0K | 0.06% | +136+29.4% | Added |
| Secure Asset Management, LLC | 597 | $212.8K | 0.03% | +597 | New |
| Cornerstone Select Advisors, LLC | 597 | $212.6K | 0.13% | +597 | New |
| Braun-Bostich & Associates Inc. | 596 | $212.3K | 0.13% | +596 | New |
| Seamount Financial Group Inc | 595 | $211.9K | 0.10% | +595 | New |
| Johnson Financial Group, Inc. | 591 | $211.4K | 0.01% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 593 | $211.2K | 0.05% | +593 | New |
| Facet Wealth, Inc. | 592 | $210.9K | 0.00% | +592 | New |
