| Security Financial Services, INC. | 118 | $341.0K | 0.11% | +118 | New |
| Beaton Management Co. Inc. | 119 | $344.0K | 0.21% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 119 | $344.0K | 0.39% | +119 | New |
| Joseph P. Lucia & Associates, LLC | 120 | $347.0K | 0.22% | −300−71.4% | Reduced |
| Kidder Stephen W | 120 | $347.0K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 120 | $347.0K | 0.16% | +68+130.8% | Added |
| Greenup Street Wealth Management LLC | 120 | $347.0K | 0.21% | +120 | New |
| NTB Financial Corp | 120 | $347.0K | 0.24% | +120 | New |
| Millennium Capital Advisors, LLC | 120 | $347.2K | 0.27% | +120 | New |
| Flynn Zito Capital Management, LLC | 120 | $348.0K | 0.29% | +120 | New |
| Colonial River Wealth Management, LLC | 121 | $350.0K | 0.19% | −668−84.7% | Reduced |
| CSS LLC | 121 | $350.0K | 0.02% | 00.0% | Unchanged |
| Meridian Financial, LLC | 121 | $350.1K | 0.33% | +121 | New |
| Ahrens Investment Partners LLC | 121 | $351.0K | 0.16% | 00.0% | Unchanged |
| Flower City Capital | 121 | $351.0K | 0.34% | +121 | New |
| Alesco Advisors LLC | 122 | $353.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 122 | $353.0K | 0.07% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 122 | $353.0K | 0.06% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 122 | $353.0K | 0.14% | +122 | New |
| MSH Capital Advisors LLC | 122 | $353.0K | 0.16% | +122 | New |
| Alps Advisors Inc | 123 | $356.0K | 0.00% | −25−16.9% | Reduced |
| Wagner Wealth Management, LLC | 123 | $356.0K | 0.27% | +12+10.8% | Added |
| Austin Asset Management Co Inc | 123 | $356.0K | 0.11% | +123 | New |
| Private Management Group Inc | 124 | $358.0K | 0.01% | +2+1.6% | Added |
| Advisors Management Group Inc | 124 | $359.0K | 0.11% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 124 | $359.0K | 0.09% | +2+1.6% | Added |
| Hengehold Capital Management LLC | 124 | $359.0K | 0.04% | +3+2.5% | Added |
| Stone Asset Management Inc. | 124 | $359.0K | 0.21% | +124 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 133 | $361.0K | 0.11% | −151−53.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 125 | $362.0K | 0.11% | −60−32.4% | Reduced |
| Earnest Partners LLC | 125 | $362.0K | 0.00% | −14−10.1% | Reduced |
| Personal Wealth Partners | 125 | $362.0K | 0.15% | +1+0.8% | Added |
| Vista Private Wealth Partners. LLC | 125 | $363.0K | 0.14% | +27+27.6% | Added |
| Meridian Wealth Partners, LLC | 126 | $364.0K | 0.07% | +5+4.1% | Added |
| Donald L. Hagan, LLC | 126 | $365.0K | 0.19% | −17−11.9% | Reduced |
| Boothbay Fund Management, LLC | 127 | $367.0K | 0.01% | −4,343−97.2% | Reduced |
| David J Yvars Group | 127 | $367.0K | 0.23% | −1−0.8% | Reduced |
| O'Dell Group, LLC | 127 | $367.0K | 0.11% | +27+27.0% | Added |
| Pittenger & Anderson Inc | 127 | $367.0K | 0.02% | +49+62.8% | Added |
| Chesapeake Wealth Management | 128 | $370.0K | 0.12% | −4−3.0% | Reduced |
| Day & Ennis, LLC | 128 | $370.0K | 0.12% | −1−0.8% | Reduced |
| Triad Financial Advisors, Inc. | 128 | $370.0K | 0.22% | +128 | New |
| Trustco Bank Corp N Y | 128 | $371.0K | 0.32% | −4−3.0% | Reduced |
| Thompson Investment Management, Inc. | 129 | $373.0K | 0.05% | −17−11.6% | Reduced |
| Verity & Verity, LLC | 129 | $373.0K | 0.05% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 129 | $373.0K | 0.11% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 129 | $373.0K | 0.24% | +20+18.3% | Added |
| Retirement Group, LLC | 129 | $373.0K | 0.16% | +30+30.3% | Added |
| Heritage Financial Services, LLC | 129 | $373.0K | 0.29% | +129 | New |
| Integral Investment Advisors, Inc. | 129 | $373.0K | 0.27% | +129 | New |
| Ratio Wealth Group | 129 | $373.3K | 0.11% | 00.0% | Unchanged |
| F3Logic, LLC | 129 | $374.0K | 0.04% | −28−17.8% | Reduced |
| Birchcreek Wealth Management, LLC | 130 | $376.0K | 0.33% | 00.0% | Unchanged |
| Standard Family Office LLC | 130 | $376.0K | 3.34% | +45+52.9% | Added |
| Aspire Wealth Management Corp | 130 | $376.0K | 0.30% | +130 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 131 | $379.0K | 0.12% | +131 | New |
| Johnson Financial Group, LLC | 131 | $380.0K | 0.06% | +37+39.4% | Added |
| Trinity Financial Advisors LLC | 132 | $382.0K | 0.23% | −179−57.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 132 | $382.0K | 0.13% | −26−16.5% | Reduced |
| Sandy Cove Advisors, LLC | 132 | $382.0K | 0.32% | +132 | New |
| Partners in Financial Planning | 143 | $383.6K | 0.12% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 133 | $385.0K | 0.04% | −4−2.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 133 | $385.0K | 0.07% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 133 | $385.0K | 0.19% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 133 | $385.0K | 0.31% | +133 | New |
| Aletheian Wealth Advisors LLC | 133 | $385.0K | 0.38% | +133 | New |
| Schrum Private Wealth Management LLC | 134 | $387.0K | 0.35% | +134 | New |
| Bulltick Wealth Management, LLC | 134 | $387.7K | 0.08% | −37−21.6% | Reduced |
| Cooper/Haims Advisors, LLC | 134 | $388.0K | 0.24% | −3−2.2% | Reduced |
| Gould Asset Management LLC | 134 | $388.0K | 0.11% | −1−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 134 | $388.0K | 0.15% | 00.0% | Unchanged |
| Churchill Management Corp | 134 | $388.0K | 0.01% | +8+6.3% | Added |
| Collaborative Wealth Managment Inc. | 134 | $388.0K | 0.21% | +134 | New |
| Affinia Financial Group, LLC | 143 | $390.0K | 0.25% | −9−5.9% | Reduced |
| USAdvisors Wealth Management, LLC | 135 | $391.0K | 0.16% | −27−16.7% | Reduced |
| AllSquare Wealth Management LLC | 135 | $391.0K | 0.23% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 135 | $391.0K | 0.29% | 00.0% | Unchanged |
| Twinbeech Capital LP | 135 | $391.0K | 0.02% | +135 | New |
| Vista Finance, LLC | 135 | $391.0K | 0.40% | +135 | New |
| Stegent Equity Advisors, Inc. | 135 | $391.0K | 0.32% | +135 | New |
| Capital Square, LLC | 143 | $393.0K | 0.27% | +11+8.3% | Added |
| Foster Group, Inc. | 137 | $396.0K | 0.03% | −3−2.1% | Reduced |
| Legacy Private Trust Co. | 137 | $396.0K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 137 | $396.0K | 0.05% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 137 | $396.0K | 0.15% | 00.0% | Unchanged |
| F/M Investments LLC | 137 | $396.0K | 0.29% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 137 | $396.4K | 0.13% | −4−2.8% | Reduced |
| Eastover Investment Advisors LLC | 138 | $399.0K | 0.23% | +15+12.2% | Added |
| Prentice Wealth Management LLC | 138 | $400.0K | 0.19% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 151 | $402.0K | 0.06% | 00.0% | Unchanged |
| South Street Advisors LLC | 139 | $402.0K | 0.07% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 139 | $402.0K | 0.28% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 139 | $402.0K | 0.11% | +139 | New |
| 626 Financial, LLC | 139 | $402.0K | 0.25% | +139 | New |
| Jupiter Wealth Management LLC | 140 | $405.0K | 0.21% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 140 | $405.0K | 0.14% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 140 | $405.0K | 0.13% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 140 | $405.0K | 0.09% | +43+44.3% | Added |
| HNP Capital LLC | 140 | $405.0K | 0.09% | +43+44.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 149 | $406.0K | 0.01% | +76+104.1% | Added |