| Fulcrum Equity Management | 547 | $265.7K | 0.31% | +547 | New |
| Horizon Family Wealth, Inc. | 547 | $265.9K | 0.21% | +547 | New |
| Wick Capital Partners, LLC | 548 | $266.1K | 0.26% | +548 | New |
| Old North State Wealth Management, LLC | 548 | $266.3K | 0.17% | +548 | New |
| WESPAC Advisors, LLC | 549 | $266.6K | 0.16% | +549 | New |
| Hayek Kallen Investment Management | 551 | $267.0K | 0.10% | +551 | New |
| Nordwand Advisors, LLC | 550 | $267.1K | 0.10% | 00.0% | Unchanged |
| MEMBERS Trust Co | 550 | $267.1K | 0.01% | +550 | New |
| Fonville Wealth Management LLC | 550 | $267.2K | 0.12% | −309−36.0% | Reduced |
| Wagner Wealth Management, LLC | 550 | $267.3K | 0.08% | −700−56.0% | Reduced |
| Droms Strauss Advisors Inc | 551 | $268.0K | 0.10% | +551 | New |
| Heritage Investment Group, Inc. | 552 | $268.0K | 0.06% | +552 | New |
| Bridge Advisory, LLC | 552 | $268.2K | 0.13% | +552 | New |
| Leelyn Smith, LLC | 556 | $270.0K | 0.05% | +556 | New |
| Edge Financial Advisors LLC | 556 | $270.1K | 0.24% | +556 | New |
| Schubert & Co | 557 | $270.5K | 0.23% | +557 | New |
| Lakeridge Wealth Management LLC | 557 | $270.6K | 0.18% | +557 | New |
| ZRC Wealth Management, LLC | 558 | $271.0K | 0.14% | −99−15.1% | Reduced |
| Valued Wealth Advisors LLC | 559 | $271.4K | 0.19% | +319+132.9% | Added |
| Vista Private Wealth Partners. LLC | 526 | $271.8K | 0.11% | −112−17.6% | Reduced |
| Archetype Wealth Partners | 561 | $272.0K | 0.05% | +561 | New |
| Saiph Capital, LLC | 561 | $272.4K | 0.13% | +561 | New |
| WealthCare Investment Partners, LLC | 561 | $272.6K | 0.13% | +2+0.4% | Added |
| Syverson Strege & Co | 564 | $273.9K | 0.10% | +564 | New |
| Augustine Asset Management Inc | 565 | $274.4K | 0.11% | −12−2.1% | Reduced |
| Gray Private Wealth, LLC | 565 | $274.5K | 0.18% | +565 | New |
| TrueWealth Advisors, LLC | 566 | $274.9K | 0.11% | +566 | New |
| Rocky Mountain Advisers, LLC | 569 | $276.3K | 0.09% | −330−36.7% | Reduced |
| Armbruster Capital Management, Inc. | 569 | $276.3K | 0.06% | +569 | New |
| 626 Financial, LLC | 570 | $276.8K | 0.17% | +570 | New |
| Marshall Financial Group Inc | 571 | $277.4K | 0.09% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 572 | $277.8K | 0.08% | −38−6.2% | Reduced |
| LWM Advisory Services, LLC | 572 | $277.8K | 0.22% | +572 | New |
| Great Waters Wealth Management | 573 | $278.1K | 0.05% | −85−12.9% | Reduced |
| Sage Investment Advisers LLC | 573 | $278.3K | 0.32% | −31−5.1% | Reduced |
| Princeton Capital Management LLC | 574 | $278.7K | 0.10% | −10−1.7% | Reduced |
| Carr Financial Group Corp | 574 | $278.8K | 0.09% | +574 | New |
| Seascape Capital Management | 574 | $279.0K | 0.10% | −411−41.7% | Reduced |
| Avid Wealth Partners LLC | 575 | $279.2K | 0.22% | −434−43.0% | Reduced |
| Waypoint Wealth Partners Inc. | 575 | $279.2K | 0.08% | −41−6.7% | Reduced |
| Knightsbridge Asset Management, LLC | 790 | $279.6K | 0.08% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 576 | $279.8K | 0.22% | +576 | New |
| Jackson, Grant Investment Advisers, Inc. | 577 | $280.2K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 578 | $280.7K | 0.08% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 578 | $280.7K | 0.02% | +578 | New |
| Collective Family Office LLC | 579 | $281.2K | 0.09% | +579 | New |
| S. R. Schill & Associates | 580 | $281.6K | 0.12% | +580 | New |
| Horizon Kinetics Asset Management LLC | 583 | $282.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 584 | $283.7K | 0.02% | +140+31.5% | Added |
| Chronos Wealth Management, LLC | 585 | $284.1K | 0.17% | +585 | New |
| Port Capital LLC | 587 | $285.0K | 0.01% | +587 | New |
| Blackston Financial Advisory Group, LLC | 587 | $285.0K | 0.19% | −549−48.3% | Reduced |
| Leeward Financial Partners, LLC | 588 | $285.5K | 0.12% | +588 | New |
| Arrowroot Family Office, LLC | 588 | $285.6K | 0.18% | −100−14.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 589 | $286.0K | 0.19% | −23−3.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 590 | $286.4K | 0.02% | +590 | New |
| Fairview Capital Investment Management, LLC | 590 | $286.5K | 0.02% | +590 | New |
| Glass Jacobson Investment Advisors llc | 591 | $286.8K | 0.11% | +7+1.2% | Added |
| Summit Wealth Group, LLC | 591 | $287.0K | 0.20% | +4+0.7% | Added |
| Trueblood Wealth Management, LLC | 592 | $287.5K | 0.16% | −10−1.7% | Reduced |
| Fortitude Family Office, LLC | 592 | $287.5K | 0.19% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 592 | $287.7K | 0.10% | −50−7.8% | Reduced |
| Prairie Sky Financial Group LLC | 594 | $288.4K | 0.17% | +4+0.7% | Added |
| Axiom Advisory, LLC | 594 | $288.4K | 0.21% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 594 | $288.6K | 0.08% | −729−55.1% | Reduced |
| Heritage Financial Services, LLC | 595 | $288.9K | 0.04% | +595 | New |
| Foundry Financial Group, Inc. | 596 | $289.4K | 0.21% | +596 | New |
| JPL Wealth Management, LLC | 596 | $289.5K | 0.16% | +596 | New |
| Financial Strategies Group, Inc. | 561 | $290.0K | 0.08% | −22−3.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 600 | $291.3K | 0.16% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 600 | $291.3K | 0.23% | +600 | New |
| Wallace Hart LLC | 600 | $291.3K | 0.24% | +600 | New |
| Mountain Capital Investment Advisors, Inc | 566 | $292.8K | 0.08% | +566 | New |
| Peak Financial Management, Inc. | 603 | $292.8K | 0.09% | −100−14.2% | Reduced |
| Mustard Seed Financial, LLC | 605 | $293.8K | 0.29% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 606 | $294.3K | 0.11% | −500−45.2% | Reduced |
| Castleview Partners, LLC | 606 | $294.4K | 0.16% | −35−5.5% | Reduced |
| Tidemark, LLC | 606 | $294.4K | 0.16% | +151+33.2% | Added |
| MB, Levis & Associates, LLC | 608 | $295.3K | 0.16% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 609 | $295.7K | 0.31% | −10−1.6% | Reduced |
| Wealth Management Associates, Inc. | 587 | $296.1K | 0.14% | +587 | New |
| Cypress Capital, LLC | 610 | $296.2K | 0.08% | +10+1.7% | Added |
| Lansing Street Advisors | 610 | $296.4K | 0.13% | −67−9.9% | Reduced |
| Running Point Capital Advisors, LLC | 611 | $296.7K | 0.13% | −2,424−79.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 611 | $296.7K | 0.15% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 612 | $297.2K | 0.17% | +612 | New |
| Verus Financial Partners, Inc. | 612 | $297.3K | 0.03% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 613 | $297.7K | 0.07% | −8,331−93.1% | Reduced |
| AlphaQ Advisors LLC | 613 | $297.7K | 0.18% | +45+7.9% | Added |
| QCM Cayman, Ltd. | 615 | $298.6K | 4.02% | −66−9.7% | Reduced |
| Plotkin Financial Advisors, LLC | 615 | $298.6K | 0.20% | +7+1.2% | Added |
| Hill Investment Group Partners, LLC | 615 | $298.6K | 0.04% | +15+2.5% | Added |
| Charles Schwab Investment Advisory, Inc. | 616 | $299.0K | 0.00% | +616 | New |
| Access Financial Services, Inc. | 618 | $300.2K | 0.13% | +618 | New |
| SMART Wealth LLC | 622 | $302.0K | 0.14% | +622 | New |
| StrongBox Wealth, LLC | 624 | $303.0K | 0.16% | −65−9.4% | Reduced |
| Level Financial Advisors, Inc. | 624 | $303.0K | 0.14% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 624 | $303.0K | 0.47% | +624 | New |
| ORG Partners LLC | 617 | $303.2K | 0.58% | −1,526−71.2% | Reduced |
| Slagle Financial, LLC | 624 | $303.3K | 0.16% | −1,384−68.9% | Reduced |
