| Baron Wealth Management LLC | 726 | $263.7K | 0.14% | +726 | New |
| Piscataqua Savings Bank | 724 | $262.9K | 0.23% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 722 | $262.2K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 722 | $262.0K | 0.01% | −2−0.3% | Reduced |
| Hilltop Holdings Inc. | 720 | $261.4K | 0.03% | −57−7.3% | Reduced |
| Willner & Heller, LLC | 718 | $260.6K | 0.26% | +3+0.4% | Added |
| Insight Advisors, LLC | 717 | $260.5K | 0.05% | 00.0% | Unchanged |
| Verdad Advisers, LP | 717 | $260.4K | 0.28% | +717 | New |
| Petrus Trust Company, LTA | 713 | $259.0K | 0.02% | −880−55.2% | Reduced |
| Advisor OS, LLC | 713 | $258.9K | 0.03% | +713 | New |
| Successful Portfolios LLC | 712 | $258.6K | 0.18% | −15−2.1% | Reduced |
| Callan Capital, LLC | 712 | $258.6K | 0.02% | +712 | New |
| Deseret Mutual Benefit Administrators | 711 | $258.2K | 0.13% | +33+4.9% | Added |
| Gray Wealth Management Inc. | 710 | $257.9K | 0.12% | 00.0% | Unchanged |
| Headinvest, LLC | 707 | $256.8K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 707 | $256.8K | 0.00% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 699 | $254.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 693 | $251.7K | 0.02% | +501+260.9% | Added |
| Brandywine Trust Co | 693 | $251.7K | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 692 | $251.3K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 690 | $250.6K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 689 | $250.2K | 0.09% | −80−10.4% | Reduced |
| Motiv8 Investments LLC | 689 | $250.2K | 0.19% | +1+0.1% | Added |
| Empirical Asset Management, LLC | 688 | $249.9K | 0.12% | +688 | New |
| Fulton Breakefield Broenniman LLC | 685 | $248.8K | 0.02% | −207−23.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 685 | $248.8K | 0.01% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 682 | $247.7K | 0.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 680 | $247.0K | 0.02% | −3−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 679 | $246.6K | 0.02% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 678 | $246.2K | 0.08% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 675 | $245.2K | 0.01% | +675 | New |
| ABLE Financial Group, LLC | 673 | $244.4K | 0.10% | −2−0.3% | Reduced |
| Financial Management Professionals, Inc. | 669 | $243.0K | 0.04% | +1+0.1% | Added |
| IFG Advisors, LLC | 668 | $242.6K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 665 | $241.5K | 0.00% | +665 | New |
| David Loasby | 675 | $241.3K | 0.02% | +675 | New |
| Claret Asset Management Corp | 662 | $240.0K | 0.04% | −39−5.6% | Reduced |
| Heritage Investment Group, Inc. | 661 | $240.0K | 0.05% | +661 | New |
| Private Wealth Strategies, L.L.C. | 660 | $239.7K | 0.05% | −88−11.8% | Reduced |
| G&S Capital LLC | 660 | $239.7K | 0.11% | +660 | New |
| Wrapmanager Inc | 659 | $239.3K | 0.07% | −49−6.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 657 | $238.8K | 0.03% | +657 | New |
| Summit Asset Management, LLC | 657 | $238.6K | 0.05% | +657 | New |
| Crown Wealth Group, LLC | 656 | $238.3K | 0.12% | +656 | New |
| Logan Capital Management Inc | 655 | $237.9K | 0.01% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 652 | $236.8K | 0.12% | +652 | New |
| West Paces Advisors Inc. | 651 | $236.4K | 0.06% | −4−0.6% | Reduced |
| United Advisor Group, LLC | 651 | $236.4K | 0.09% | +651 | New |
| Inspire Advisors, LLC | 645 | $234.3K | 0.03% | +645 | New |
| JGP Global Gestao de Recursos Ltda. | 643 | $233.5K | 0.15% | −207−24.4% | Reduced |
| Cetera Trust Company, N.A | 643 | $233.5K | 0.14% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 648 | $233.5K | 0.14% | +648 | New |
| Transform Wealth, LLC | 642 | $233.2K | 0.02% | +642 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 928 | $232.6K | 0.01% | +512+123.1% | Added |
| Johnson Financial Group, Inc. | 639 | $232.1K | 0.01% | −231−26.6% | Reduced |
| Northeast Investment Management | 638 | $231.7K | 0.01% | +638 | New |
| North Star Investment Management Corp. | 633 | $230.1K | 0.02% | +255+67.5% | Added |
| Schrum Private Wealth Management LLC | 633 | $229.4K | 0.21% | +633 | New |
| Coston, McIsaac & Partners | 631 | $229.0K | 0.07% | −62−8.9% | Reduced |
| Madison Asset Management, LLC | 629 | $228.4K | 0.00% | +629 | New |
| Van Cleef Asset Management,Inc | 627 | $227.7K | 0.03% | +627 | New |
| Buckingham Capital Management, Inc. | 626 | $227.4K | 0.03% | +626 | New |
| First Trust Investment Solutions L.P. | 625 | $227.0K | 0.04% | −180−22.4% | Reduced |
| 4J Wealth Management LLC | 623 | $226.3K | 0.20% | +623 | New |
| Balboa Wealth Partners | 622 | $225.9K | 0.07% | −126−16.8% | Reduced |
| Vicus Capital | 620 | $225.3K | 0.02% | +620 | New |
| Miller Investment Management, LP | 620 | $225.2K | 0.03% | +620 | New |
| Guardian Wealth Advisors, LLC | 619 | $224.8K | 0.03% | +619 | New |
| Summit Financial Group Inc | 616 | $223.7K | 0.08% | +616 | New |
| Monument Capital Management | 610 | $221.5K | 0.06% | +610 | New |
| Fairhaven Wealth Management, LLC | 610 | $221.4K | 0.08% | +610 | New |
| XTX Topco Ltd | 609 | $221.2K | 0.03% | −922−60.2% | Reduced |
| Girard Partners Ltd. | 609 | $221.2K | 0.02% | +609 | New |
| Rodgers Brothers Inc. | 608 | $220.8K | 0.03% | +608 | New |
| Saxony Capital Management, LLC | 606 | $220.1K | 0.27% | +606 | New |
| MTM Financial Group, LLC | 605 | $219.7K | 0.15% | +605 | New |
| Cyndeo Wealth Partners, LLC | 603 | $219.0K | 0.02% | +603 | New |
| Sheridan Capital Management, LLC | 600 | $217.9K | 0.16% | +600 | New |
| Fayez Sarofim & Co | 599 | $217.6K | 0.00% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 597 | $216.8K | 0.18% | +597 | New |
| Mengis Capital Management, Inc. | 595 | $216.1K | 0.03% | +595 | New |
| Harvey Investment Co LLC | 596 | $216.0K | 0.02% | +596 | New |
| Sunpointe, LLC | 592 | $215.0K | 0.24% | +592 | New |
| New Jersey Better Educational Savings Trust | 591 | $214.6K | 0.41% | +591 | New |
| Mascoma Wealth Management LLC | 590 | $214.4K | 0.06% | −58−9.0% | Reduced |
| Whalerock Point Partners, LLC | 590 | $214.3K | 0.06% | +590 | New |
| Delta Financial Group, Inc. | 588 | $214.0K | 0.06% | +588 | New |
| Kovack Advisors, Inc. | 589 | $213.9K | 0.03% | +589 | New |
| MorganRosel Wealth Management, LLC | 588 | $213.6K | 0.08% | +588 | New |
| Mattern Wealth Management LLC | 588 | $213.6K | 0.05% | +588 | New |
| Bellecapital International Ltd. | 585 | $212.5K | 0.05% | +585 | New |
| McLean Asset Management Corp | 593 | $211.9K | 0.07% | +593 | New |
| Stillwater Capital Advisors, LLC | 582 | $211.4K | 0.03% | +582 | New |
| Mainstay Capital Management LLC | 579 | $210.3K | 0.04% | +579 | New |
| Woodley Farra Manion Portfolio Management Inc | 577 | $209.6K | 0.01% | +577 | New |
| Penobscot Investment Management Company, Inc. | 576 | $209.2K | 0.02% | −94−14.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 576 | $209.2K | 0.10% | +7+1.2% | Added |
| Altfest L J & Co Inc | 575 | $209.0K | 0.03% | −1,099−65.7% | Reduced |
| LGT Financial Advisors LLC | 574 | $208.5K | 0.24% | −125−17.9% | Reduced |
| Harbour Investments, Inc. | 573 | $208.2K | 0.01% | +51+9.8% | Added |
