| Sanchez Wealth Management Group | 716 | $218.3K | 0.05% | −60−7.7% | Reduced |
| McDonough Capital Management, Inc | 716 | $218.3K | 0.12% | +716 | New |
| Iron Financial, LLC | 713 | $217.3K | 0.12% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 718 | $216.4K | 0.00% | −82−10.3% | Reduced |
| Everpar Advisors LLC | 710 | $216.4K | 0.10% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 709 | $216.1K | 0.03% | +709 | New |
| Novare Capital Management LLC | 708 | $215.8K | 0.02% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 708 | $215.8K | 0.14% | 00.0% | Unchanged |
| Prudent Investors Network | 707 | $215.5K | 0.06% | 00.0% | Unchanged |
| Treasure Coast Financial Planning | 705 | $214.9K | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 705 | $214.9K | 0.08% | +705 | New |
| Register Financial Advisors LLC | 704 | $214.6K | 0.09% | +704 | New |
| Smith Chas P & Associates Pa Cpas | 702 | $214.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 702 | $214.0K | 0.07% | +2+0.3% | Added |
| Ruggaard & Associates LLC | 702 | $214.0K | 0.09% | +702 | New |
| Koss-Olinger Consulting, LLC | 701 | $213.7K | 0.02% | −10−1.4% | Reduced |
| AA Financial Advisors, LLC | 701 | $213.7K | 0.05% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 700 | $213.4K | 0.12% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 700 | $213.4K | 0.13% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 700 | $213.4K | 0.12% | +50+7.7% | Added |
| Hudson Value Partners, LLC | 700 | $213.4K | 0.07% | +700 | New |
| Vantage Point Financial LLC | 699 | $213.1K | 0.09% | +699 | New |
| Sonata Capital Group Inc | 700 | $213.0K | 0.09% | −400−36.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 700 | $213.0K | 0.05% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 682 | $211.9K | 0.10% | +682 | New |
| Waddell & Associates, LLC | 695 | $211.9K | 0.02% | −75−9.7% | Reduced |
| Laidlaw Wealth Management LLC | 694 | $211.6K | 0.61% | +694 | New |
| Bill Few Associates, Inc. | 693 | $211.2K | 0.06% | +693 | New |
| Silver Oak Advisory Group, Inc. | 694 | $211.0K | 0.10% | −35−4.8% | Reduced |
| Fagan Associates, Inc. | 692 | $210.9K | 0.03% | +692 | New |
| Argyle Capital Partners, LLC | 690 | $210.3K | 0.17% | −45−6.1% | Reduced |
| Pathway Financial Advisors LLC | 690 | $210.3K | 0.03% | +690 | New |
| Main Street Research LLC | 689 | $210.0K | 0.01% | +689 | New |
| Empire Financial Management Company, LLC | 689 | $210.0K | 0.06% | −234−25.4% | Reduced |
| Vident Advisory, LLC | 688 | $209.7K | 0.00% | −279−28.9% | Reduced |
| SFE Investment Counsel | 686 | $209.1K | 0.04% | +686 | New |
| Kearns & Associates LLC | 685 | $208.8K | 0.12% | +685 | New |
| Baring Financial LLC | 683 | $208.2K | 0.16% | +683 | New |
| Foster Dykema Cabot & Partners, LLC | 681 | $207.6K | 0.01% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 680 | $207.3K | 0.12% | +680 | New |
| Ambassador Advisors, LLC | 680 | $207.3K | 0.03% | +680 | New |
| Concord Wealth Partners | 679 | $207.1K | 0.03% | +132+24.1% | Added |
| Concord Asset Management, LLC | 679 | $207.1K | 0.03% | +679 | New |
| Mountain Capital Investment Advisors, Inc | 673 | $207.0K | 0.04% | +673 | New |
| Efficient Advisors, LLC | 677 | $206.4K | 0.01% | +677 | New |
| Whelan Financial | 677 | $206.4K | 0.07% | +677 | New |
| Baldwin Investment Management, LLC | 675 | $205.8K | 0.02% | −325−32.5% | Reduced |
| Heritage Wealth Management, Inc. | 674 | $205.5K | 0.07% | +674 | New |
| Affinity Capital Advisors, LLC | 671 | $204.5K | 0.04% | +671 | New |
| Kiker Wealth Management, LLC | 668 | $203.5K | 0.11% | +66+11.0% | Added |
| Synergy Investment Management, LLC | 667 | $203.3K | 0.12% | −5−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 666 | $203.0K | 0.01% | +666 | New |
| Wealth Management Strategies, Inc. | 666 | $203.0K | 0.11% | +666 | New |
| Rockbridge Investment Management, LCC | 665 | $202.7K | 0.02% | +665 | New |
| PMG Wealth Management, Inc. | 665 | $202.7K | 0.17% | +665 | New |
| QTR Family Wealth, LLC | 663 | $202.1K | 0.13% | −146−18.0% | Reduced |
| Round Rock Advisors, LLC | 661 | $201.5K | 0.03% | +661 | New |
| Cerro Pacific Wealth Advisors LLC | 660 | $201.2K | 0.06% | +660 | New |
| Corps Capital Advisors, LLC | 660 | $201.2K | 0.32% | +660 | New |
| Jupiter Wealth Management LLC | 650 | $201.0K | 0.10% | +650 | New |
| Wealthstream Advisors, Inc. | 658 | $200.6K | 0.03% | +658 | New |
| Salomon & Ludwin, LLC | 648 | $200.4K | 0.02% | −31−4.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 657 | $200.3K | 0.04% | +657 | New |
| River Street Advisors LLC | 655 | $199.7K | 0.09% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 653 | $199.0K | 0.03% | +85+15.0% | Added |
| Center for Financial Planning, Inc. | 652 | $198.8K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 644 | $196.3K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 638 | $194.5K | 0.03% | −541−45.9% | Reduced |
| Atlantic Trust, LLC | 627 | $191.1K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 619 | $188.7K | 0.23% | +373+151.6% | Added |
| Elgethun Capital Management | 615 | $187.5K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 609 | $185.6K | 0.00% | +609 | New |
| Horizon Investments, LLC | 605 | $184.4K | 0.00% | +574+1,851.6% | Added |
| GHP Investment Advisors, Inc. | 600 | $182.9K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 600 | $182.9K | 0.11% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 600 | $182.9K | 0.18% | 00.0% | Unchanged |
| GAMMA Investing LLC | 599 | $182.6K | 0.01% | +22+3.8% | Added |
| 4WEALTH Advisors, Inc. | 597 | $182.0K | 0.19% | +597 | New |
| Skopos Labs, Inc. | 591 | $180.2K | 0.02% | +555+1,541.7% | Added |
| Harbor Capital Advisors, Inc. | 588 | $179.0K | 0.01% | −410−41.1% | Reduced |
| Pacifica Partners Inc. | 587 | $176.8K | 0.07% | −1−0.2% | Reduced |
| Slocum, Gordon & Co LLP | 573 | $174.7K | 0.14% | 00.0% | Unchanged |
| BankPlus Trust Department | 570 | $173.8K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 560 | $170.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 548 | $167.0K | 0.05% | +28+5.4% | Added |
| Piscataqua Savings Bank | 544 | $165.8K | 0.14% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 538 | $164.0K | 0.06% | −2−0.4% | Reduced |
| Birch Capital Management, LLC | 535 | $163.1K | 0.08% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 528 | $161.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 526 | $160.3K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 525 | $160.0K | 0.10% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 524 | $159.7K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 523 | $159.4K | 0.02% | −25−4.6% | Reduced |
| WFA of San Diego, LLC | 515 | $157.0K | 0.12% | +515 | New |
| Hughes Financial Services, LLC | 500 | $155.3K | 0.03% | +500 | New |
| Resources Management Corp | 505 | $154.0K | 0.02% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 500 | $152.4K | 0.15% | +500 | New |
| Peoples Financial Services Corp. | 500 | $152.4K | 0.08% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 499 | $152.1K | 0.09% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 497 | $151.5K | 0.05% | 00.0% | Unchanged |