| GGM Financials LLC | 762 | $214.3K | 0.11% | +762 | New |
| Victrix Investment Advisors | 764 | $214.9K | 0.12% | −387−33.6% | Reduced |
| Prosperity Planning, Inc. | 764 | $214.9K | 0.06% | +764 | New |
| FLC Capital Advisors | 767 | $215.7K | 0.04% | +767 | New |
| NorthStar Asset Management LLC | 768 | $216.0K | 0.10% | +768 | New |
| Mosaic Financial Group, LLC | 767 | $216.0K | 0.15% | +767 | New |
| Avid Wealth Partners LLC | 770 | $216.6K | 0.11% | +770 | New |
| Forge Financial Services LLC | 750 | $216.6K | 0.10% | +750 | New |
| Stark Wealth Management LLC | 771 | $216.8K | 0.99% | +771 | New |
| Swisher Financial Concepts, Inc. | 775 | $217.9K | 0.13% | +775 | New |
| Berkeley Capital Partners, LLC | 775 | $218.0K | 0.05% | +775 | New |
| Balance Wealth, LLC | 775 | $218.0K | 0.05% | −177−18.6% | Reduced |
| REDW Wealth LLC | 776 | $218.2K | 0.08% | −583−42.9% | Reduced |
| Wealth Watch Advisors, INC | 781 | $219.6K | 0.09% | −920−54.1% | Reduced |
| MGB Wealth Management, LLC | 780 | $219.7K | 0.06% | +780 | New |
| Piscataqua Savings Bank | 782 | $219.9K | 0.17% | −272−25.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 782 | $219.9K | 0.24% | +720+1,161.3% | Added |
| Frazier Financial Advisors, LLC | 785 | $220.8K | 0.14% | 00.0% | Unchanged |
| Quest Partners LLC | 786 | $221.1K | 0.01% | +706+882.5% | Added |
| Carson Advisory Inc. | 786 | $221.1K | 0.12% | −232−22.8% | Reduced |
| Wealth Advisors Northwest LLC | 787 | $221.3K | 0.11% | +787 | New |
| Paladin Advisory Group, LLC | 787 | $221.3K | 0.17% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 790 | $222.0K | 0.06% | −25−3.1% | Reduced |
| Evelyn Partners Investment Management LLP | 790 | $222.2K | 0.01% | −90−10.2% | Reduced |
| GreatBanc Trust CO | 790 | $222.2K | 0.15% | +790 | New |
| Edge Wealth Management LLC | 790 | $222.2K | 0.04% | +790 | New |
| Suncoast Equity Management | 791 | $222.6K | 0.02% | +791 | New |
| Integrity Wealth Advisors, Inc. | 892 | $222.9K | 0.08% | +892 | New |
| Vance Wealth, Inc. | 793 | $223.0K | 0.07% | +793 | New |
| Terra Nova Asset Management LLC | 794 | $223.3K | 0.14% | +794 | New |
| Silver Lake Advisory, LLC | 796 | $223.7K | 0.09% | +796 | New |
| Panoramic Investment Advisors, LLC | 796 | $223.9K | 0.13% | +796 | New |
| Valtinson Bruner Financial Planning LLC | 797 | $224.2K | 0.07% | +797 | New |
| Dale Q Rice Investment Management Ltd | 755 | $224.2K | 0.16% | +755 | New |
| Stewardship Advisors, LLC | 798 | $224.4K | 0.05% | +798 | New |
| Smithbridge Asset Management Inc | 799 | $224.7K | 0.03% | +799 | New |
| FMB Wealth Management | 799 | $224.8K | 0.10% | +799 | New |
| Stuart Chaussee & Associates, Inc. | 800 | $225.0K | 0.05% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 800 | $225.0K | 0.13% | +800 | New |
| Gordian Advisors LLC | 800 | $225.0K | 0.15% | +800 | New |
| Warner Group LLC | 800 | $225.0K | 0.15% | +800 | New |
| Peak Planning Group, LLC | 802 | $225.4K | 0.12% | +802 | New |
| Sky-Mountain Capital Management, Inc. | 827 | $225.5K | 0.16% | −250−23.2% | Reduced |
| Fidelity D & D Bancorp Inc | 802 | $225.6K | 0.12% | +802 | New |
| Eldridge Investment Advisors, Inc. | 803 | $225.8K | 0.05% | +803 | New |
| Boreal Capital Management LLC | 804 | $226.1K | 0.18% | +579+257.3% | Added |
| Flywheel Private Wealth LLC | 804 | $226.1K | 0.18% | +804 | New |
| WealthBridge Capital Management, LLC | 806 | $226.7K | 0.05% | −196−19.6% | Reduced |
| Creative Capital Management Investments LLC | 806 | $226.7K | 0.07% | +8+1.0% | Added |
| RVW Wealth, LLC | 806 | $226.7K | 0.02% | +806 | New |
| Asset Planning,Inc | 806 | $226.7K | 0.16% | +50+6.6% | Added |
| Nova R Wealth, Inc. | 808 | $227.3K | 0.10% | −152−15.8% | Reduced |
| Pacitti Group Inc. | 808 | $227.4K | 0.09% | +808 | New |
| Whipplewood Advisors, LLC | 810 | $227.8K | 0.15% | −339−29.5% | Reduced |
| Compass Capital Management, Inc | 810 | $227.8K | 0.01% | +810 | New |
| DecisionPoint Financial, LLC | 789 | $228.0K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 811 | $228.1K | 0.09% | +811 | New |
| Kane Investment Management, Inc. | 812 | $228.4K | 0.11% | +812 | New |
| Sustainable Insight Capital Management, LLC | 814 | $228.9K | 0.07% | −6,861−89.4% | Reduced |
| Dunhill Financial, LLC | 815 | $229.2K | 0.06% | −12−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 815 | $229.2K | 0.03% | +815 | New |
| Capstone Wealth Management Group, LLC | 817 | $229.7K | 0.10% | +817 | New |
| Financial Network Wealth Management LLC | 959 | $230.0K | 0.07% | +959 | New |
| Brown Shipley& Co Ltd | 820 | $230.6K | 0.12% | −149−15.4% | Reduced |
| Continuum Wealth Advisors, LLC | 820 | $230.6K | 0.10% | −98−10.7% | Reduced |
| Marotta Asset Management | 798 | $230.8K | 0.04% | +798 | New |
| Armstrong, Fleming & Moore, Inc | 822 | $231.2K | 0.11% | +822 | New |
| Madrona Financial Services, LLC | 823 | $231.5K | 0.05% | +823 | New |
| Aspire Capital Advisors LLC | 826 | $232.3K | 0.06% | +826 | New |
| Peak Financial Management, Inc. | 828 | $232.9K | 0.06% | +828 | New |
| BKM Wealth Management, LLC | 832 | $234.0K | 0.09% | +832 | New |
| Kingstone Capital Partners Texas, LLC | 831 | $234.0K | 0.14% | +831 | New |
| Aufman Associates Inc | 838 | $235.7K | 0.13% | +838 | New |
| Avondale Wealth Management | 840 | $236.2K | 0.13% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 840 | $236.2K | 0.00% | +840 | New |
| Somerset Trust Co | 841 | $236.5K | 0.07% | +841 | New |
| RS Crum Inc. | 845 | $237.7K | 0.05% | +845 | New |
| Brickley Wealth Management | 846 | $237.9K | 0.04% | +846 | New |
| Code Waechter LLC | 798 | $238.6K | 0.16% | +798 | New |
| Silvia McColl Wealth Management, LLC | 849 | $238.8K | 0.16% | −120−12.4% | Reduced |
| Keating Investment Counselors Inc | 850 | $239.1K | 0.07% | +850 | New |
| Mawer Investment Management Ltd. | 850 | $239.1K | 0.00% | +850 | New |
| William Mack & Associates, Inc. | 850 | $239.2K | 0.13% | −80−8.6% | Reduced |
| USAdvisors Wealth Management, LLC | 856 | $240.0K | 0.08% | −272−24.1% | Reduced |
| Capital & Planning, LLC | 854 | $240.2K | 0.15% | +854 | New |
| 360 Financial, Inc. | 854 | $240.2K | 0.08% | +854 | New |
| Pioneer Wealth Management Group | 854 | $240.2K | 0.08% | +854 | New |
| Lutz Financial Services LLC | 855 | $240.5K | 0.02% | +855 | New |
| Millennium Capital Advisors, LLC | 858 | $241.3K | 0.15% | +858 | New |
| Lauterbach Financial Advisors, LLC | 858 | $241.3K | 0.12% | +858 | New |
| Boston Common Asset Management, LLC | 860 | $241.9K | 0.01% | +860 | New |
| Hillsdale Investment Management Inc. | 860 | $241.9K | 0.01% | +860 | New |
| Pictet & Cie (Europe) SA | 862 | $242.4K | 0.00% | −785−47.7% | Reduced |
| DAGCO, Inc. | 862 | $242.5K | 0.06% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 865 | $243.3K | 0.07% | −50−5.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 866 | $243.6K | 0.10% | −56−6.1% | Reduced |
| Arkansas Financial Group, Inc. | 867 | $243.8K | 0.04% | +867 | New |
| Abound Wealth Management | 867 | $244.0K | 0.06% | +22+2.6% | Added |
| Sage Advisors, LLC | 868 | $244.1K | 0.17% | +868 | New |
| Acorn Creek Capital LLC | 870 | $244.7K | 0.09% | +870 | New |
