| Longview Financial Advisors LLC | 196 | $169.0K | 0.09% | +13+7.1% | Added |
| Valued Wealth Advisors LLC | 197 | $170.0K | 0.07% | +11+5.9% | Added |
| Garton & Associates Financial Advisors LLC | 198 | $171.0K | 0.10% | +198 | New |
| Piscataqua Savings Bank | 199 | $171.6K | 0.12% | +20+11.2% | Added |
| Financial Network Wealth Advisors LLC | 199 | $171.8K | 0.18% | +8+4.2% | Added |
| Rialto Wealth Management, LLC | 200 | $172.5K | 0.04% | −1−0.5% | Reduced |
| Pandora Wealth, Inc. | 200 | $172.5K | 0.10% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 200 | $172.5K | 0.05% | +103+106.2% | Added |
| Acumen Wealth Advisors, LLC | 200 | $172.6K | 0.05% | +200 | New |
| Migdal Insurance & Financial Holdings Ltd. | 203 | $175.0K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 203 | $175.1K | 0.16% | +203 | New |
| Kohmann Bosshard Financial Services, LLC | 207 | $175.3K | 0.02% | +207 | New |
| Financially Speaking Inc | 205 | $176.8K | 0.11% | −2−1.0% | Reduced |
| Operose Advisors LLC | 206 | $177.6K | 0.04% | −5−2.4% | Reduced |
| South Dakota Investment Council | 210 | $181.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 189 | $181.2K | 0.03% | +6+3.3% | Added |
| POM Investment Strategies, LLC | 211 | $182.0K | 0.09% | +9+4.5% | Added |
| Stone House Investment Management, LLC | 211 | $182.0K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 212 | $182.8K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 212 | $182.9K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 215 | $185.4K | 0.03% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 216 | $186.3K | 0.08% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 217 | $187.8K | 0.05% | +39+21.9% | Added |
| XY Capital Ltd | 218 | $188.0K | 0.19% | +201+1,182.4% | Added |
| JDM Financial Group LLC | 220 | $189.7K | 0.07% | −15−6.4% | Reduced |
| Palladiem, LLC | 222 | $192.4K | 0.18% | +222 | New |
| Camelot Portfolios, LLC | 223 | $192.6K | 0.12% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 224 | $193.2K | 0.02% | −43−16.1% | Reduced |
| Strategic Wealth Advisors LLC | 226 | $194.0K | 0.17% | +226 | New |
| Midwest Capital Advisors, LLC | 226 | $194.7K | 0.09% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 229 | $197.5K | 0.07% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 231 | $199.4K | 0.20% | +231 | New |
| Ball & Co Wealth Management Inc. | 232 | $200.0K | 0.13% | +1+0.4% | Added |
| Haven Private, LLC | 232 | $200.1K | 0.09% | −5−2.1% | Reduced |
| Landing Point Financial Group, LLC | 232 | $200.1K | 0.10% | 00.0% | Unchanged |
| Members Wealth LLC | 205 | $200.2K | 0.13% | +205 | New |
| My Purposeful Wealth Corp. | 233 | $200.5K | 0.05% | +233 | New |
| Chemung Canal Trust Co | 233 | $200.9K | 0.04% | 00.0% | Unchanged |
| Pembroke Management, LTD | 233 | $200.9K | 0.02% | +233 | New |
| GenWealth Group, Inc. | 226 | $200.9K | 0.03% | +226 | New |
| Tandem Financial, LLC | 220 | $201.7K | 0.24% | −37−14.4% | Reduced |
| Prospect Financial Group LLC | 234 | $201.8K | 0.19% | 00.0% | Unchanged |
| Greenberg Financial Group | 234 | $201.8K | 0.08% | +234 | New |
| Crux Wealth Advisors | 234 | $202.0K | 0.08% | −9−3.7% | Reduced |
| Valued Retirements, Inc. | 235 | $202.4K | 0.20% | +1+0.4% | Added |
| Golden Road Advisors LLC | 235 | $202.7K | 0.12% | −22−8.6% | Reduced |
| One Wealth Capital Management, LLC | 235 | $202.7K | 0.09% | −15−6.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 235 | $202.7K | 0.11% | −1−0.4% | Reduced |
| Surience Private Wealth LLC | 235 | $202.7K | 0.23% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 235 | $202.7K | 0.01% | +23+10.8% | Added |
| Manske Wealth Management | 235 | $202.7K | 0.06% | +235 | New |
| Ironsides Asset Advisors, LLC | 235 | $202.7K | 0.05% | −222−48.6% | Reduced |
| IVC Wealth Advisors LLC | 235 | $202.7K | 0.09% | +8+3.5% | Added |
| FSA Advisors, Inc. | 19,200 | $203.5K | 0.14% | +18,973+8,358.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 236 | $203.5K | 0.32% | +236 | New |
| Kemnay Advisory Services Inc. | 236 | $203.5K | 0.03% | +236 | New |
| Total Wealth Planning & Management, Inc. | 236 | $203.5K | 0.16% | +236 | New |
| Noesis Capital Mangement Corp | 237 | $204.0K | 0.03% | +7+3.0% | Added |
| McGowan Group Asset Management, Inc. | 237 | $204.1K | 0.03% | +1+0.4% | Added |
| Anderson Hoagland & Co | 237 | $204.4K | 0.02% | +237 | New |
| Proactive Wealth Strategies LLC | 238 | $205.2K | 0.08% | +238 | New |
| Seldon Capital LP | 238 | $205.2K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 238 | $205.2K | 0.06% | +13+5.8% | Added |
| Prostatis Group LLC | 239 | $205.8K | 0.05% | +239 | New |
| Pacific Park Financial, Inc. | 239 | $206.1K | 0.13% | +239 | New |
| Demars Financial Group, LLC | 239 | $206.2K | 0.07% | +4+1.7% | Added |
| Wittenberg Investment Management, Inc. | 240 | $207.0K | 0.08% | −10−4.0% | Reduced |
| Genesis Wealth Advisors, LLC | 240 | $207.0K | 0.14% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 240 | $207.0K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 240 | $207.0K | 0.71% | +1+0.4% | Added |
| East Coast Asset Management, LLC. | 242 | $208.7K | 0.06% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 242 | $208.7K | 0.02% | +242 | New |
| Chatterton & Associates Inc. | 242 | $208.7K | 0.18% | +242 | New |
| First PREMIER Bank | 242 | $209.0K | 0.05% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 243 | $209.2K | 0.05% | +1+0.4% | Added |
| Marshall Financial Group LLC | 243 | $209.3K | 0.04% | +2+0.8% | Added |
| Planning Alternatives Ltd | 243 | $209.5K | 0.03% | +3+1.3% | Added |
| DeLarme Wealth Management, Inc. | 243 | $209.6K | 0.15% | +243 | New |
| Providence First Trust Co | 244 | $210.4K | 0.07% | −1,746−87.7% | Reduced |
| Mystic Asset Management, Inc. | 244 | $210.4K | 0.05% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 244 | $210.4K | 0.22% | 00.0% | Unchanged |
| Center For Asset Management LLC | 244 | $210.4K | 0.11% | −111−31.3% | Reduced |
| Cadia Private Client LLC | 244 | $210.6K | 0.17% | +244 | New |
| Causey Wealth LLC | 244 | $210.8K | 0.10% | +244 | New |
| Guardian Wealth Advisors, LLC | 245 | $211.3K | 0.12% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 246 | $212.0K | 0.05% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 212 | $212.5K | 0.09% | −5−2.3% | Reduced |
| WPG Advisers, LLC | 247 | $213.0K | 0.16% | +5+2.1% | Added |
| Greenline Wealth Management LLC | 248 | $213.7K | 0.22% | +248 | New |
| Instrumental Wealth, LLC | 218 | $215.1K | 0.13% | +218 | New |
| Corepath Wealth Partners LLC | 228 | $215.3K | 0.14% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 250 | $215.4K | 0.14% | +1+0.4% | Added |
| Schiavi & Co LLC | 250 | $215.6K | 0.07% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 250 | $215.6K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 250 | $215.6K | 0.06% | +12+5.0% | Added |
| Hill Island Financial LLC | 250 | $215.9K | 0.05% | +15+6.4% | Added |
| F&V Capital Management, LLC | 250 | $216.0K | 0.05% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 243 | $216.1K | 0.02% | +243 | New |
| Barnes Dennig Private Wealth Management LLC | 251 | $216.4K | 0.22% | +29+13.1% | Added |
| Castleview Partners, LLC | 251 | $216.4K | 0.11% | +251 | New |