| Lakeridge Wealth Management LLC | 707 | $203.6K | 0.15% | +707 | New |
| Investment Partners Asset Management, Inc. | 702 | $202.2K | 0.20% | +702 | New |
| Massachusetts Institute of Technology | 700 | $201.6K | 0.04% | +700 | New |
| Weybosset Research & Management LLC | 700 | $201.6K | 0.07% | +700 | New |
| New World Advisors LLC | 700 | $201.6K | 0.06% | +700 | New |
| WealthTrust Asset Management, LLC | 700 | $201.6K | 0.17% | +700 | New |
| Hoxton Planning & Management, LLC | 699 | $201.0K | 0.11% | +699 | New |
| TriaGen Wealth Management LLC | 697 | $200.8K | 0.10% | −100−12.5% | Reduced |
| Concentrum Wealth Management | 697 | $200.8K | 0.10% | +697 | New |
| Traveka Wealth, LLC | 697 | $200.8K | 0.10% | +697 | New |
| Wealth Management Associates, Inc. | 697 | $200.8K | 0.11% | +697 | New |
| Southern Capital Advisors, LLC | 696 | $200.6K | 0.14% | +696 | New |
| Maryland Capital Advisors Inc. | 696 | $200.5K | 0.13% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 695 | $200.2K | 0.18% | −115−14.2% | Reduced |
| BCS Wealth Management | 693 | $200.0K | 0.07% | +693 | New |
| Pacific Capital Wealth Advisors, Inc | 687 | $197.9K | 0.05% | +687 | New |
| Morton Brown Family Wealth, LLC | 685 | $197.3K | 0.09% | +2+0.3% | Added |
| Belmont Capital, LLC | 668 | $192.3K | 0.08% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 662 | $190.6K | 0.04% | +1+0.2% | Added |
| AJOVista, LLC | 659 | $189.8K | 0.24% | +659 | New |
| ICA Group Wealth Management, LLC | 654 | $188.4K | 0.04% | +654 | New |
| Salomon & Ludwin, LLC | 699 | $187.9K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 646 | $186.0K | 0.13% | 00.0% | Unchanged |
| Planning Capital Management Corp | 628 | $181.0K | 0.14% | +628 | New |
| McClarren Financial Advisors, Inc. | 620 | $179.0K | 0.14% | +5+0.8% | Added |
| Hills Bank & Trust Co | 614 | $176.8K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 611 | $176.0K | 0.16% | +455+291.7% | Added |
| Investment Research & Advisory Group, Inc. | 604 | $174.0K | 0.09% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 581 | $167.3K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 579 | $166.8K | 0.11% | +579 | New |
| Foster Dykema Cabot & Partners, LLC | 567 | $163.3K | 0.02% | +567 | New |
| Blume Capital Management, Inc. | 555 | $159.9K | 0.04% | 00.0% | Unchanged |
| Motco | 545 | $157.0K | 0.01% | −190−25.9% | Reduced |
| Silicon Valley Capital Partners | 536 | $154.5K | 0.03% | +4+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 534 | $154.0K | 0.08% | +146+37.6% | Added |
| Aquatic Capital Management LLC | 520 | $150.0K | 0.00% | +520 | New |
| Provenance Wealth Advisors, LLC | 508 | $146.3K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 500 | $144.0K | 0.09% | −4−0.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 482 | $138.8K | 0.05% | +39+8.8% | Added |
| PFG Private Wealth Management, LLC | 478 | $137.7K | 0.09% | +362+312.1% | Added |
| Rockbridge Investment Management, LCC | 474 | $136.5K | 0.02% | +474 | New |
| Piscataqua Savings Bank | 471 | $135.7K | 0.13% | 00.0% | Unchanged |
| O'Dell Group, LLC | 466 | $134.1K | 0.04% | +466 | New |
| Retirement Group, LLC | 459 | $132.2K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 452 | $130.2K | 0.01% | −20−4.2% | Reduced |
| Legend Financial Advisors, Inc. | 451 | $129.9K | 0.10% | +18+4.2% | Added |
| Mango Five Family, Inc. | 450 | $129.6K | 0.05% | +450 | New |
| Pinnacle Bancorp, Inc. | 445 | $128.2K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 428 | $123.3K | 0.02% | 00.0% | Unchanged |
| Lam Group, Inc. | 425 | $122.4K | 0.11% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 423 | $122.0K | 0.02% | −42−9.0% | Reduced |
| EdgeRock Capital LLC | 371 | $119.9K | 0.09% | +371 | New |
| Copeland Capital Management, LLC | 411 | $118.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 409 | $117.8K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 408 | $117.5K | 0.03% | −6−1.4% | Reduced |
| AllSquare Wealth Management LLC | 404 | $116.4K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 404 | $116.3K | 0.03% | −10−2.4% | Reduced |
| Financial Connections Group, Inc. | 400 | $115.0K | 0.07% | 00.0% | Unchanged |
| Mirova | 387 | $111.5K | 0.02% | −23−5.6% | Reduced |
| PSI Advisors, LLC | 384 | $110.5K | 0.04% | −179−31.8% | Reduced |
| Tyler-Stone Wealth Management | 368 | $106.0K | 0.05% | +38+11.5% | Added |
| Osterweis Capital Management Inc | 347 | $99.9K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 344 | $99.2K | 0.02% | +2+0.6% | Added |
| Tortoise Investment Management, LLC | 341 | $98.2K | 0.01% | +30+9.6% | Added |
| First Financial Corp | 337 | $97.1K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 327 | $94.2K | 0.07% | +300+1,111.1% | Added |
| Larson Financial Group LLC | 310 | $89.4K | 0.01% | −40−11.4% | Reduced |
| Aspire Private Capital, LLC | 308 | $88.8K | 0.03% | −37−10.7% | Reduced |
| Kozak & Associates, Inc. | 283 | $85.7K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 295 | $85.0K | 0.02% | +2+0.7% | Added |
| Pin Oak Investment Advisors Inc | 291 | $84.0K | 0.09% | −100−25.6% | Reduced |
| Raffa Wealth Management, LLC | 289 | $83.1K | 0.03% | +2+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 283 | $81.5K | 0.03% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 282 | $81.1K | 0.05% | +282 | New |
| Northwest Financial Advisors | 279 | $80.4K | 0.07% | +279 | New |
| Tennessee Valley Asset Management Partners | 275 | $79.1K | 0.02% | +275 | New |
| Pacific Center for Financial Services | 262 | $75.4K | 0.02% | +2+0.8% | Added |
| Marquette Asset Management, LLC | 261 | $75.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 261 | $75.2K | 0.03% | +261 | New |
| TSFG, LLC | 260 | $75.0K | 0.02% | −38−12.8% | Reduced |
| FSC Wealth Advisors, LLC | 255 | $73.4K | 0.05% | +137+116.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 251 | $72.4K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 250 | $72.0K | 0.02% | −20−7.4% | Reduced |
| DB Wealth Management Group, LLC | 250 | $72.0K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 248 | $71.0K | 0.04% | +248 | New |
| JDM Financial Group LLC | 246 | $70.9K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 243 | $70.0K | 0.01% | +40+19.7% | Added |
| Kelly Financial Services LLC | 238 | $68.6K | 0.03% | +38+19.0% | Added |
| DHJJ Financial Advisors, Ltd. | 237 | $68.3K | 0.03% | 00.0% | Unchanged |
| Syntax Research, Inc. | 237 | $68.3K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 237 | $68.3K | 0.03% | +12+5.3% | Added |
| Itau Unibanco Holding S.A. | 233 | $67.1K | 0.00% | +20+9.4% | Added |
| Financial Freedom, LLC | 232 | $66.7K | 0.04% | +2+0.9% | Added |
| Ogorek Anthony Joseph | 228 | $65.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 219 | $63.1K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 234 | $62.9K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 217 | $62.5K | 0.00% | +217 | New |
| Private Wealth Management Group, LLC | 216 | $62.2K | 0.03% | +216 | New |
| Lowe Wealth Advisors, LLC | 216 | $62.2K | 0.03% | −10−4.4% | Reduced |
| Canton Hathaway, LLC | 215 | $62.0K | 0.02% | 00.0% | Unchanged |