| Atlas Private Wealth Management | 551 | $262.0K | 0.15% | −5−0.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 553 | $263.0K | 0.07% | +2+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 554 | $263.0K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 554 | $263.0K | 0.16% | +2+0.4% | Added |
| TMD Wealth Management, LLC | 556 | $264.0K | 0.10% | −4−0.7% | Reduced |
| D. Scott Neal, Inc. | 557 | $265.0K | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 560 | $266.0K | 0.01% | −22−3.8% | Reduced |
| Birchcreek Wealth Management, LLC | 561 | $266.0K | 0.23% | +561 | New |
| Beck Bode, LLC | 562 | $267.0K | 0.07% | +37+7.0% | Added |
| KilterHowling LLC | 568 | $269.9K | 0.24% | +568 | New |
| Strategic Investment Management, LLC | 570 | $270.0K | 0.16% | −600−51.3% | Reduced |
| 180 Wealth Advisors, LLC | 616 | $270.0K | 0.06% | −1−0.2% | Reduced |
| Private Capital Advisors, Inc. | 573 | $272.0K | 0.04% | 00.0% | Unchanged |
| Brookmont Capital Management | 575 | $273.0K | 0.14% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 575 | $273.0K | 0.63% | +1+0.2% | Added |
| North Point Portfolio Managers Corp | 577 | $274.0K | 0.04% | 00.0% | Unchanged |
| Brown Financial Advisory | 576 | $274.0K | 0.24% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 577 | $274.0K | 0.16% | +577 | New |
| Ciovacco Capital Management LLC | 579 | $275.0K | 0.17% | +579 | New |
| BetterWealth, LLC | 579 | $275.0K | 0.19% | +579 | New |
| National Wealth Management Group, LLC | 579 | $275.2K | 0.26% | +579 | New |
| Leverty Financial Group, LLC | 583 | $276.0K | 0.21% | +583 | New |
| Cannell Peter B & Co Inc | 583 | $277.0K | 0.01% | +583 | New |
| Costello Asset Management, INC | 586 | $278.0K | 0.17% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 589 | $279.0K | 0.16% | −6−1.0% | Reduced |
| Affiance Financial, LLC | 589 | $280.0K | 0.12% | −8−1.3% | Reduced |
| Beaton Management Co. Inc. | 590 | $280.0K | 0.17% | +590 | New |
| Rockwood Wealth Management, LLC | 591 | $280.8K | 0.12% | +591 | New |
| Winning Points Advisors, LLC | 958 | $281.0K | 0.20% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 596 | $283.0K | 0.22% | +596 | New |
| IMPACTfolio, LLC | 595 | $283.0K | 0.25% | +595 | New |
| FWL Investment Management, LLC | 597 | $284.0K | 0.17% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 599 | $284.0K | 0.16% | +103+20.8% | Added |
| Knightsbridge Asset Management, LLC | 599 | $285.0K | 0.09% | −376−38.6% | Reduced |
| Sphinx Trading, LP | 600 | $285.0K | 0.29% | +200+50.0% | Added |
| Marietta Investment Partners LLC | 602 | $286.0K | 0.06% | +10+1.7% | Added |
| Oak Family Advisors, LLC | 604 | $287.0K | 0.14% | −28−4.4% | Reduced |
| Briggs Advisory Group, Inc. | 604 | $287.0K | 0.20% | +604 | New |
| Walker Asset Management, LLC | 607 | $288.0K | 0.25% | +607 | New |
| Prostatis Group LLC | 608 | $288.9K | 0.18% | −325−34.8% | Reduced |
| JB Capital LLC | 608 | $288.9K | 0.03% | −23−3.6% | Reduced |
| Cabot Wealth Management Inc | 608 | $289.0K | 0.04% | +47+8.4% | Added |
| Flynn Zito Capital Management, LLC | 607 | $289.0K | 0.24% | +607 | New |
| Altus Wealth Group LLC | 611 | $290.0K | 0.24% | +45+8.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 616 | $293.0K | 0.00% | +616 | New |
| Stableford Capital II LLC | 668 | $294.0K | 0.12% | +2+0.3% | Added |
| M. Kulyk & Associates, LLC | 622 | $295.0K | 0.08% | +622 | New |
| Peninsula Wealth, LLC | 623 | $296.0K | 0.08% | +623 | New |
| Westfield Capital Management Co LP | 626 | $297.0K | 0.00% | +626 | New |
| Baldrige Asset Management LLC | 627 | $298.0K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 627 | $298.0K | 0.23% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 631 | $298.0K | 0.18% | +117+22.8% | Added |
| Greenwood Capital Associates LLC | 633 | $300.0K | 0.04% | +18+2.9% | Added |
| Bowman & Co S.C. | 629 | $300.0K | 0.23% | +629 | New |
| Miller Wealth Advisors, LLC | 636 | $302.0K | 0.20% | +636 | New |
| Hill Investment Group Partners, LLC | 637 | $302.6K | 0.18% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 638 | $303.0K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 639 | $303.0K | 0.20% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 680 | $304.0K | 0.12% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 640 | $304.0K | 0.17% | +640 | New |
| Capital Performance Advisors LLP | 707 | $305.0K | 0.18% | +707 | New |
| Legacy Bridge, LLC | 647 | $307.0K | 0.16% | −50−7.2% | Reduced |
| Driehaus Capital Management LLC | 649 | $308.0K | 0.00% | +37+6.0% | Added |
| Piershale Financial Group, Inc. | 654 | $311.0K | 0.12% | +654 | New |
| New England Professional Planning Group Inc. | 672 | $312.0K | 0.19% | 00.0% | Unchanged |
| FC Advisory LLC | 660 | $313.0K | 0.13% | +1+0.2% | Added |
| Blackhill Capital Inc | 658 | $313.0K | 0.03% | 00.0% | Unchanged |
| Strategic Equity Management | 660 | $313.0K | 0.10% | +660 | New |
| Mendel Capital Management LLC | 659 | $313.0K | 0.29% | +659 | New |
| Concorde Asset Management, LLC | 660 | $314.0K | 0.19% | −38−5.4% | Reduced |
| Boltwood Capital Management | 661 | $314.0K | 0.12% | −4−0.6% | Reduced |
| Sage Financial Management Group, Inc. | 666 | $316.0K | 0.21% | −100−13.1% | Reduced |
| Quest Investment Management LLC | 666 | $316.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 667 | $316.8K | 0.17% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 671 | $319.0K | 0.15% | +671 | New |
| Princeton Global Asset Management LLC | 674 | $320.0K | 0.09% | −60−8.2% | Reduced |
| Secure Asset Management, LLC | 674 | $320.0K | 0.13% | +20+3.1% | Added |
| Zullo Investment Group, Inc. | 679 | $322.0K | 0.17% | +679 | New |
| Garrison Asset Management, LLC | 681 | $323.0K | 0.18% | 00.0% | Unchanged |
| State of Wyoming | 682 | $324.0K | 0.15% | −1,077−61.2% | Reduced |
| Mayfair Advisory Group, LLC | 692 | $324.0K | 0.43% | +3+0.4% | Added |
| First Financial Corp | 685 | $325.0K | 0.20% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 684 | $325.0K | 0.15% | +684 | New |
| Avaii Wealth Management, LLC | 684 | $325.0K | 0.33% | +684 | New |
| Brio Consultants, LLC | 691 | $328.0K | 0.08% | −370−34.9% | Reduced |
| Somerset Trust Co | 692 | $329.0K | 0.12% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 700 | $332.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 706 | $335.0K | 0.08% | +240+51.5% | Added |
| Firethorn Wealth Partners, LLC | 705 | $335.0K | 0.25% | +705 | New |
| Whitener Capital Management, Inc. | 708 | $336.0K | 0.12% | −15−2.1% | Reduced |
| Access Financial Services, Inc. | 709 | $337.0K | 0.15% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $338.0K | 0.26% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 722 | $338.0K | 0.06% | −73−9.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 712 | $338.0K | 0.11% | +712 | New |
| Southland Equity Partners LLC | 712 | $338.2K | 0.14% | +150+26.7% | Added |
| Rowland & Co Investment Counsel | 713 | $338.8K | 0.08% | +217+43.8% | Added |
| Fullen Financial Group | 714 | $339.0K | 0.19% | +101+16.5% | Added |
| Ambassador Advisors, LLC | 715 | $340.0K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 716 | $340.0K | 0.20% | +716 | New |
| Next Capital Management LLC | 717 | $341.0K | 0.23% | −625−46.6% | Reduced |