| Thompson Davis & Co., Inc. | 554 | $324.7K | 0.21% | −41−6.9% | Reduced |
| Cable Hill Partners, LLC | 553 | $325.2K | 0.03% | +553 | New |
| Trellis Wealth Advisors LLC | 556 | $325.9K | 0.16% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 557 | $326.4K | 0.28% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 559 | $327.7K | 0.25% | +559 | New |
| Crescent Sterling, Ltd. | 560 | $328.2K | 0.34% | −55−8.9% | Reduced |
| Foundation Wealth Management, LLC | 560 | $328.2K | 0.16% | +560 | New |
| Cidel Asset Management Inc | 562 | $329.4K | 0.02% | 00.0% | Unchanged |
| Verde Capital Management | 563 | $330.0K | 0.09% | +563 | New |
| Ring Mountain Capital, LLC | 565 | $331.0K | 0.22% | +565 | New |
| IAG Wealth Partners, LLC | 566 | $331.4K | 0.06% | −15−2.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 567 | $332.0K | 0.12% | +1+0.2% | Added |
| Dechtman Wealth Management, LLC | 567 | $332.1K | 0.06% | +49+9.5% | Added |
| Everest Management Corp. | 567 | $332.1K | 0.29% | +567 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 569 | $333.5K | 0.20% | +203+55.5% | Added |
| Schmidt P J Investment Management Inc | 570 | $334.1K | 0.06% | −62−9.8% | Reduced |
| Kilter Group LLC | 570 | $334.1K | 0.22% | +570 | New |
| China Universal Asset Management Co., Ltd. | 570 | $334.6K | 0.03% | +350+159.1% | Added |
| Total Wealth Planning, LLC | 572 | $335.1K | 0.05% | −70−10.9% | Reduced |
| Strategic Financial Partners, Ltd. | 572 | $335.2K | 0.17% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 575 | $336.8K | 0.08% | +1+0.2% | Added |
| DRW Securities, LLC | 576 | $337.6K | 0.02% | −789,727−99.9% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $338.8K | 0.10% | 00.0% | Unchanged |
| Brown Financial Advisory | 579 | $339.3K | 0.24% | 00.0% | Unchanged |
| Axos Invest Inc. | 581 | $340.3K | 0.25% | −71−10.9% | Reduced |
| Spurstone Advisory Services, LLC | 582 | $341.1K | 6.49% | +582 | New |
| Marietta Investment Partners LLC | 582 | $341.1K | 0.08% | +178+44.1% | Added |
| Unique Wealth Strategies, LLC | 583 | $341.8K | 0.15% | −48−7.6% | Reduced |
| KilterHowling LLC | 567 | $341.9K | 0.20% | −2−0.4% | Reduced |
| Fonville Wealth Management LLC | 585 | $343.5K | 0.11% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 588 | $344.6K | 0.07% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 589 | $345.1K | 0.29% | +2+0.3% | Added |
| BlueStem Wealth Partners, LLC | 590 | $345.7K | 0.05% | +590 | New |
| Westfield Capital Management Co LP | 590 | $345.8K | 0.00% | +590 | New |
| Higgins & Schmidt Wealth Strategies LLC | 591 | $346.4K | 0.22% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 591 | $346.5K | 0.21% | −27−4.4% | Reduced |
| Cardinal Capital Management | 590 | $347.0K | 0.05% | +7+1.2% | Added |
| Bridgewealth Advisory Group, LLC | 569 | $347.0K | 0.10% | +569 | New |
| True Vision MN LLC | 591 | $347.5K | 0.21% | −94−13.7% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 593 | $347.5K | 0.11% | −53−8.2% | Reduced |
| RVW Wealth, LLC | 595 | $348.7K | 0.03% | −2−0.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 594 | $349.3K | 0.02% | +1+0.2% | Added |
| Reston Wealth Management LLC | 597 | $350.2K | 0.13% | −39−6.1% | Reduced |
| Kimelman & Baird, LLC | 599 | $351.1K | 0.03% | −50−7.7% | Reduced |
| Alexander Randolph Advisory, Inc. | 599 | $351.1K | 0.33% | −16−2.6% | Reduced |
| Sound Stewardship, LLC | 599 | $351.1K | 0.21% | +20+3.5% | Added |
| Graham Capital Wealth Management, LLC | 600 | $351.5K | 0.30% | +600 | New |
| Cannon Global Investment Management, LLC | 600 | $351.6K | 0.87% | +600 | New |
| Littlejohn Financial Services, Inc. | 600 | $351.6K | 0.31% | +600 | New |
| Corepath Wealth Partners LLC | 605 | $352.3K | 0.34% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 603 | $352.5K | 0.34% | +603 | New |
| Anson Capital, Inc. | 602 | $352.8K | 0.31% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 602 | $353.0K | 0.14% | +7+1.2% | Added |
| Monument Group Wealth Advisors, LLC | 606 | $355.2K | 0.25% | 00.0% | Unchanged |
| Crane Advisory, LLC | 600 | $355.2K | 0.06% | 00.0% | Unchanged |
| Robinswood Financial LLC | 608 | $356.4K | 0.13% | +2+0.3% | Added |
| Uhlmann Price Securities, LLC | 608 | $356.8K | 0.27% | +1+0.2% | Added |
| Maiden Cove Capital, LLC | 612 | $358.7K | 0.55% | +55+9.9% | Added |
| Briaud Financial Planning, Inc | 615 | $360.0K | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 615 | $360.4K | 0.05% | +25+4.2% | Added |
| Mendel Capital Management LLC | 616 | $361.1K | 0.22% | +10+1.7% | Added |
| Menard Financial Group LLC | 617 | $361.6K | 0.22% | +617 | New |
| Strategent Financial, LLC | 617 | $361.6K | 0.36% | +617 | New |
| Clark Asset Management, LLC | 618 | $362.1K | 0.07% | −100−13.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 618 | $362.2K | 0.14% | −642−51.0% | Reduced |
| NovaPoint Capital, LLC | 619 | $362.8K | 0.11% | −49−7.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 622 | $364.5K | 0.07% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 623 | $365.1K | 0.11% | −34−5.2% | Reduced |
| Peninsula Wealth, LLC | 623 | $365.1K | 0.06% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 621 | $365.1K | 0.18% | +108+21.1% | Added |
| Dodds Wealth, LLC | 603 | $365.8K | 0.12% | +1+0.2% | Added |
| Planning Directions Inc | 625 | $366.2K | 0.21% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 625 | $366.3K | 0.29% | +625 | New |
| Creative Capital Management Investments LLC | 626 | $366.9K | 0.15% | −16−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 627 | $367.5K | 0.09% | +4+0.6% | Added |
| Helium Advisors LLC | 627 | $367.6K | 0.29% | +627 | New |
| Solutions 4 Wealth, Ltd | 628 | $368.1K | 0.67% | −203−24.4% | Reduced |
| XY Planning Network, Inc. | 631 | $369.8K | 0.28% | +631 | New |
| SLT Holdings LLC | 632 | $370.4K | 0.35% | +632 | New |
| Daner Wealth Management, LLC | 612 | $370.5K | 0.27% | +612 | New |
| Tilia Fiduciary Partners, Inc. | 634 | $371.3K | 0.25% | +41+6.9% | Added |
| Beckerman Institutional, LLC | 634 | $372.0K | 0.30% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 635 | $372.2K | 0.25% | −3,522−84.7% | Reduced |
| Dudley Capital Management, LLC | 635 | $372.2K | 0.19% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 637 | $373.3K | 0.10% | +633+15,825.0% | Added |
| Southland Equity Partners LLC | 639 | $374.5K | 0.09% | +32+5.3% | Added |
| Applied Capital LLC | 640 | $375.1K | 0.19% | −63−9.0% | Reduced |
| Baugh & Associates, LLC | 667 | $376.2K | 0.19% | +24+3.7% | Added |
| Northwest Wealth Management, LLC | 643 | $376.8K | 0.08% | +59+10.1% | Added |
| PFW Advisors LLC | 643 | $376.9K | 0.12% | +643 | New |
| Eliot Finkel Investment Counsel, LLC | 645 | $378.0K | 0.24% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $378.0K | 0.30% | 00.0% | Unchanged |
| WT Wealth Management | 645 | $378.0K | 0.12% | +645 | New |
| Hayek Kallen Investment Management | 646 | $379.0K | 0.14% | +20+3.2% | Added |
| Cascade Investment Advisors, Inc. | 647 | $379.4K | 0.24% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 648 | $379.5K | 0.22% | +36+5.9% | Added |
| Versant Capital Management, Inc | 649 | $380.5K | 0.08% | +9+1.4% | Added |
| Ramirez Asset Management, Inc. | 650 | $381.0K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 652 | $382.0K | 0.09% | +85+15.0% | Added |
| Sugar Maple Asset Management, LLC | 653 | $382.7K | 0.29% | 00.0% | Unchanged |