| Bare Financial Services, Inc | 280 | $138.7K | 0.28% | +280 | New |
| PrairieView Partners, LLC | 286 | $142.0K | 0.02% | −169−37.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 300 | $148.6K | 0.14% | +300 | New |
| Deseret Mutual Benefit Administrators | 303 | $150.1K | 0.09% | −174−36.5% | Reduced |
| Aspect Partners, LLC | 303 | $150.1K | 0.10% | +303 | New |
| FSC Wealth Advisors, LLC | 304 | $150.6K | 0.11% | +180+145.2% | Added |
| Level Financial Advisors, Inc. | 309 | $153.0K | 0.08% | 00.0% | Unchanged |
| Advantage Trust Co | 313 | $155.0K | 0.12% | +313 | New |
| Blume Capital Management, Inc. | 315 | $156.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 318 | $157.8K | 0.11% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 329 | $162.9K | 0.91% | +26+8.6% | Added |
| EntryPoint Capital, LLC | 329 | $162.9K | 0.16% | +329 | New |
| New England Capital Financial Advisors LLC | 332 | $164.6K | 0.10% | +20+6.4% | Added |
| Paloma Partners Management Co | 336 | $166.4K | 0.03% | +310+1,192.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 342 | $169.4K | 0.08% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 344 | $170.4K | 0.16% | +344 | New |
| PFS Partners, LLC | 345 | $170.9K | 0.12% | −3−0.9% | Reduced |
| Bellevue Asset Management, LLC | 351 | $173.9K | 0.15% | 00.0% | Unchanged |
| Castleview Partners, LLC | 353 | $174.8K | 0.12% | +63+21.7% | Added |
| NewSquare Capital LLC | 358 | $177.3K | 0.02% | −6,375−94.7% | Reduced |
| Piscataqua Savings Bank | 360 | $178.3K | 0.17% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 371 | $183.5K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 375 | $185.0K | 0.07% | 00.0% | Unchanged |
| Friedenthal Financial | 383 | $189.7K | 0.12% | −1,572−80.4% | Reduced |
| Tfo-TDC, LLC | 385 | $190.7K | 0.04% | −178−31.6% | Reduced |
| Custom Portfolio Group LLC | 392 | $194.1K | 0.17% | +392 | New |
| Morton Brown Family Wealth, LLC | 398 | $197.1K | 0.09% | +50+14.4% | Added |
| nVerses Capital, LLC | – | $198.1K | 0.55% | – | New |
| CoreFirst Bank & Trust | 406 | $201.1K | 0.13% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,070 | $201.6K | 0.01% | +4,070 | New |
| Ironsides Asset Advisors, LLC | 407 | $201.6K | 0.09% | +407 | New |
| HTG Investment Advisors, Inc. | 414 | $205.0K | 0.13% | +414 | New |
| Syntal Capital Partners, LLC | 417 | $206.5K | 4.10% | −1,040−71.4% | Reduced |
| Asset Management Resources, LLC | 417 | $206.5K | 0.12% | +417 | New |
| Conservest Capital Advisors, Inc. | 420 | $207.8K | 0.02% | +420 | New |
| Sensible Money, LLC | 421 | $208.3K | 0.13% | +421 | New |
| Zuckerman Investment Group, LLC | 422 | $209.0K | 0.03% | +422 | New |
| Trevian Wealth Management LLC | 422 | $209.0K | 0.16% | +422 | New |
| Bourgeon Capital Management LLC | 423 | $209.5K | 0.05% | +100+31.0% | Added |
| Landmark Wealth Management, LLC | 424 | $210.0K | 0.10% | +424 | New |
| Correct Capital Wealth Management | 425 | $210.5K | 0.05% | +425 | New |
| Mainsail Asset Management, LLC | 425 | $210.6K | 0.20% | +425 | New |
| St. Clair Advisors, LLC | 426 | $211.0K | 0.07% | −336−44.1% | Reduced |
| Lockerman Financial Group, Inc. | 427 | $211.5K | 0.49% | +427 | New |
| Private Wealth Management Group, LLC | 427 | $211.5K | 0.10% | +427 | New |
| Delta Accumulation, LLC | 500 | $211.5K | 2.34% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 428 | $212.0K | 0.07% | 00.0% | Unchanged |
| Gainplan LLC | 430 | $212.9K | 0.11% | −796−64.9% | Reduced |
| IAG Wealth Partners, LLC | 430 | $212.9K | 0.05% | +18+4.4% | Added |
| BOK Financial Private Wealth, Inc. | 430 | $213.0K | 0.02% | +230+115.0% | Added |
| Sonata Capital Group Inc | 430 | $213.0K | 0.11% | −50−10.4% | Reduced |
| Keener Financial Planning LLC | 431 | $213.0K | 0.16% | +431 | New |
| Copperleaf Capital, LLC | 431 | $213.4K | 0.22% | +431 | New |
| Arbor Investment Advisors, LLC | 432 | $213.9K | 0.03% | +432 | New |
| Eagle Harbor Asset Management Inc | 432 | $213.9K | 0.25% | +432 | New |
| Lincoln Capital LLC | 432 | $213.9K | 0.05% | +432 | New |
| Northern Capital Management, Inc. | 432 | $213.9K | 0.19% | +432 | New |
| Pacific Sun Financial Corp | 433 | $214.4K | 0.14% | +433 | New |
| Cedar Mountain Advisors, LLC | 433 | $214.6K | 0.06% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 435 | $215.4K | 0.20% | +435 | New |
| Nottingham Advisors, Inc. | 435 | $215.5K | 0.03% | +435 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 436 | $215.9K | 0.05% | +436 | New |
| Chesapeake Asset Management LLC | 437 | $216.4K | 0.19% | −240−35.5% | Reduced |
| Foundation Wealth Management, LLC | 437 | $216.5K | 0.19% | +437 | New |
| Martel Wealth Advisors Inc | 438 | $216.9K | 0.05% | +438 | New |
| DDFG, Inc | 438 | $217.1K | 0.07% | +438 | New |
| Lorne Steinberg Wealth Management Inc. | 439 | $217.4K | 0.07% | +439 | New |
| Blue Barn Wealth, LLC | 439 | $217.4K | 0.13% | +439 | New |
| TrueWealth Advisors, LLC | 439 | $217.4K | 0.08% | −51−10.4% | Reduced |
| Advanced Asset Management Advisors Inc | 440 | $217.9K | 0.05% | +440 | New |
| Intrinsic Value Partners, LLC | 440 | $217.9K | 0.25% | +440 | New |
| J. L. Bainbridge & Co., Inc. | 441 | $218.4K | 0.03% | −30−6.4% | Reduced |
| Family Asset Management, LLC | 442 | $218.9K | 0.15% | +442 | New |
| Atlas Wealth LLC | 504 | $219.3K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 444 | $219.9K | 0.04% | 00.0% | Unchanged |
| Annandale Capital, LLC | 444 | $220.0K | 0.05% | +444 | New |
| Verity & Verity, LLC | 445 | $220.4K | 0.03% | +445 | New |
| Concentric Wealth Management, LLC | 445 | $220.4K | 0.06% | +445 | New |
| Bond & Devick Financial Network, Inc. | 445 | $220.4K | 0.13% | +445 | New |
| Oliver Lagore Vanvalin Investment Group | 446 | $221.0K | 0.08% | +120+36.8% | Added |
| MQS Management LLC | 448 | $221.9K | 0.12% | −331−42.5% | Reduced |
| Summit Wealth Group, LLC | 449 | $222.0K | 0.17% | +449 | New |
| Twin Focus Capital Partners, LLC | 449 | $222.4K | 0.05% | −1,020−69.4% | Reduced |
| Aquire Wealth Advisors, LLC | 450 | $222.8K | 0.08% | +450 | New |
| Burkett Financial Services, LLC | 450 | $223.1K | 0.12% | +450 | New |
| VanderPol Investments L.L.C. | 451 | $223.3K | 0.76% | +451 | New |
| Shira Ridge Wealth Management | 451 | $223.4K | 0.13% | +451 | New |
| Bayshore Asset Management, LLC | 452 | $223.8K | 0.12% | +452 | New |
| Fairview Capital Investment Management, LLC | 453 | $224.3K | 0.01% | +453 | New |
| Howard Wealth Management, LLC | 455 | $225.3K | 0.19% | +455 | New |
| ShoreHaven Wealth Partners, LLC | 456 | $225.9K | 0.14% | +456 | New |
| CapWealth Advisors, LLC | 457 | $226.3K | 0.03% | +457 | New |
| Arcadia Wealth Management, LLC | 459 | $227.3K | 0.16% | +459 | New |
| CCG Wealth Management, LLC | 459 | $227.5K | 0.15% | −28−5.7% | Reduced |
| BancFirst Trust & Investment Management | 459 | $227.5K | 0.10% | −10−2.1% | Reduced |
| Investors Research Corp | 461 | $228.3K | 0.06% | +59+14.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 461 | $228.4K | 0.11% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 462 | $228.8K | 0.19% | −44−8.7% | Reduced |
| Private Management Group Inc | 462 | $228.8K | 0.01% | +462 | New |
| Crescent Sterling, Ltd. | 463 | $229.3K | 0.23% | +2+0.4% | Added |
