| Woodley Farra Manion Portfolio Management Inc | 588 | $208.1K | 0.01% | +588 | New |
| Sachetta, LLC | 589 | $208.5K | 0.10% | +589 | New |
| Montis Financial, LLC | 590 | $208.8K | 0.12% | +590 | New |
| Prairie Sky Financial Group LLC | 590 | $208.8K | 0.14% | +590 | New |
| Riverstone Advisors, LLC | 591 | $209.2K | 0.14% | +591 | New |
| Fortitude Family Office, LLC | 592 | $209.5K | 0.16% | +592 | New |
| Mattern Capital Management, LLC | 593 | $209.9K | 0.03% | +593 | New |
| Axiom Advisory, LLC | 594 | $210.3K | 0.17% | +594 | New |
| Cypress Asset Management Inc | 595 | $210.6K | 0.06% | +595 | New |
| CMT Capital Markets Trading GmbH | 600 | $212.0K | 0.15% | −21,480−97.3% | Reduced |
| Bill Few Associates, Inc. | 600 | $212.4K | 0.10% | −80−11.8% | Reduced |
| Cypress Capital, LLC | 600 | $212.4K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 600 | $212.4K | 0.12% | +600 | New |
| Hill Investment Group Partners, LLC | 600 | $212.4K | 0.03% | +600 | New |
| MGO Private Wealth, LLC | 601 | $212.7K | 0.15% | +601 | New |
| Trueblood Wealth Management, LLC | 602 | $213.1K | 0.13% | +602 | New |
| DAGCO, Inc. | 604 | $213.8K | 0.20% | −52,243−98.9% | Reduced |
| Sage Investment Advisers LLC | 604 | $213.8K | 0.26% | −66−9.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 604 | $213.8K | 0.20% | +604 | New |
| Mustard Seed Financial, LLC | 605 | $214.1K | 0.24% | +605 | New |
| Lakeshore Financial Planning, Inc. | 606 | $214.5K | 0.12% | +606 | New |
| Beta Wealth Group, Inc. | 606 | $214.5K | 0.11% | +606 | New |
| MB, Levis & Associates, LLC | 608 | $215.2K | 0.12% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 608 | $215.2K | 0.16% | +608 | New |
| Cedar Point Capital Partners, LLC | 610 | $215.9K | 0.18% | +610 | New |
| Elevated Capital Advisors, LLC | 610 | $216.0K | 0.07% | −103−14.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 611 | $216.3K | 0.17% | +611 | New |
| Pension & Wealth Management Advisors, Inc. | 612 | $216.6K | 0.14% | 00.0% | Unchanged |
| Curi Capital | 612 | $216.6K | 0.03% | +612 | New |
| Waypoint Wealth Partners Inc. | 616 | $218.0K | 0.07% | −285−31.6% | Reduced |
| Trustco Bank Corp N Y | 619 | $219.1K | 0.24% | +619 | New |
| Level Financial Advisors, Inc. | 624 | $220.9K | 0.11% | −20−3.1% | Reduced |
| Vista Private Wealth Partners. LLC | 638 | $221.2K | 0.12% | +638 | New |
| Northern Capital Management, Inc. | 626 | $221.6K | 0.20% | +626 | New |
| Verum Partners LLC | 627 | $221.9K | 0.09% | +627 | New |
| Grey Fox Wealth Advisors, LLC | 628 | $222.3K | 0.10% | +628 | New |
| Silver Coast Investments LLC | 629 | $222.6K | 0.10% | +629 | New |
| Dark Forest Capital Management LP | 631 | $223.3K | 0.03% | +631 | New |
| LifePlan Investment Advisors, Inc. | 634 | $224.4K | 0.21% | +634 | New |
| Arcadia Wealth Management, LLC | 635 | $224.6K | 0.16% | +635 | New |
| Benedict Financial Advisors Inc | 640 | $226.5K | 0.06% | +640 | New |
| O'Connor Financial Group LLC | 640 | $226.5K | 0.14% | +640 | New |
| Levy Wealth Management Group, LLC | 640 | $226.5K | 0.06% | −326−33.7% | Reduced |
| Great Waters Wealth Management | 658 | $226.6K | 0.04% | +658 | New |
| Castleview Partners, LLC | 641 | $226.9K | 0.16% | +287+81.1% | Added |
| Southeast Asset Advisors Inc. | 641 | $226.9K | 0.03% | +641 | New |
| Fusion Family Wealth LLC | 641 | $226.9K | 0.03% | +641 | New |
| Barry Investment Advisors, LLC | 642 | $227.2K | 0.08% | −128−16.6% | Reduced |
| Valley Financial Group, Inc. | 642 | $227.3K | 0.18% | +642 | New |
| Creekmur Asset Management LLC | 643 | $227.6K | 0.07% | +643 | New |
| Grandfield & Dodd, LLC | 643 | $227.7K | 0.02% | −102−13.7% | Reduced |
| Financial Strategies Group, Inc. | 583 | $227.8K | 0.07% | +583 | New |
| Signify Wealth | 644 | $227.9K | 0.34% | +644 | New |
| Legacy Financial Group, Inc. | 644 | $227.9K | 0.10% | +644 | New |
| Ferguson Shapiro LLC | 645 | $228.3K | 0.11% | +645 | New |
| Rogco, LP | 647 | $229.0K | 0.10% | +480+287.4% | Added |
| First National Bank | 649 | $229.7K | 0.18% | −79−10.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 650 | $230.1K | 0.19% | +650 | New |
| Tobias Financial Advisors, Inc. | 651 | $230.5K | 0.06% | +651 | New |
| Cape Ann Savings Bank | 591 | $230.6K | 0.15% | +591 | New |
| Fogel Capital Management, Inc. | 491 | $230.8K | 0.18% | +491 | New |
| Mason & Associates Inc | 652 | $230.8K | 0.07% | +652 | New |
| Schwallier Wealth Management LLC | 653 | $231.1K | 0.19% | +653 | New |
| Strategic Financial Services, Inc, | 655 | $231.8K | 0.02% | +655 | New |
| Fairfield Financial Advisors, LTD | 656 | $232.2K | 0.09% | +78+13.5% | Added |
| Golden Road Advisors LLC | 656 | $232.2K | 0.22% | +656 | New |
| KC Investment Advisors, LLC | 658 | $232.9K | 0.14% | +658 | New |
| Eaton-Cambridge Inc. | 658 | $232.9K | 0.14% | +658 | New |
| Verity & Verity, LLC | 659 | $233.3K | 0.03% | +659 | New |
| Vima LLC | 662 | $234.3K | 0.54% | +662 | New |
| Hamilton Point Investment Advisors, LLC | 663 | $234.7K | 0.05% | +663 | New |
| Vista Investment Partners LLC | 664 | $235.0K | 0.09% | +664 | New |
| Summit Financial Strategies, Inc. | 665 | $235.4K | 0.04% | +665 | New |
| Tactive Advisors, LLC | 665 | $235.4K | 0.15% | +665 | New |
| Napa Wealth Management | 666 | $235.7K | 0.13% | +666 | New |
| GPM Growth Investors, Inc. | 667 | $236.1K | 0.11% | −40−5.7% | Reduced |
| Summit Wealth Partners, LLC | 668 | $236.4K | 0.05% | −71−9.6% | Reduced |
| Alamar Capital Management, LLC | 669 | $236.8K | 0.19% | +1+0.1% | Added |
| Addison Advisors LLC | 670 | $237.2K | 0.09% | +25+3.9% | Added |
| Lowe Wealth Advisors, LLC | 672 | $237.9K | 0.12% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 675 | $238.9K | 0.18% | +675 | New |
| KLR Investment Advisors, LLC | 676 | $239.3K | 0.17% | +676 | New |
| First National Bank & Trust Co of Newtown | 677 | $239.6K | 0.05% | 00.0% | Unchanged |
| Lansing Street Advisors | 677 | $239.6K | 0.13% | +677 | New |
| Bank Ozk | 678 | $240.0K | 0.12% | −14−2.0% | Reduced |
| MKT Advisors LLC | 683 | $240.4K | 0.16% | +22+3.3% | Added |
| Janney Capital Management LLC | 680 | $241.0K | 0.02% | −250−26.9% | Reduced |
| QCM Cayman, Ltd. | 681 | $241.0K | 13.00% | −960−58.5% | Reduced |
| Verus Financial Partners, Inc. | 612 | $241.3K | 0.03% | +612 | New |
| Partners in Financial Planning | 683 | $241.8K | 0.06% | +683 | New |
| Intrepid Capital Management Inc | 683 | $241.8K | 0.17% | +63+10.2% | Added |
| Resources Management Corp | 683 | $242.0K | 0.04% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 685 | $242.5K | 0.10% | +685 | New |
| Belfer Management LLC | 686 | $242.7K | 5.13% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 686 | $242.8K | 0.10% | +686 | New |
| Acas, LLC | 686 | $242.8K | 0.28% | +686 | New |
| Arrowroot Family Office, LLC | 688 | $243.5K | 0.17% | −66−8.8% | Reduced |
| Waller Financial Planning Group, Inc | 688 | $243.5K | 0.06% | +10+1.5% | Added |
| M&R Capital Management Inc | 688 | $243.5K | 0.06% | +14+2.1% | Added |
| StrongBox Wealth, LLC | 689 | $243.9K | 0.14% | −168−19.6% | Reduced |
