| Union Savings Bank | 252 | $58.0K | 0.03% | +10+4.1% | Added |
| Loomis Sayles & Co L P | 251 | $58.0K | 0.00% | +5+2.0% | Added |
| Northwest Financial Advisors | 243 | $55.9K | 0.04% | +243 | New |
| Harbor Investment Advisory, LLC | 237 | $54.5K | 0.01% | −3−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 237 | $54.5K | 0.01% | +1+0.4% | Added |
| Crewe Advisors LLC | 236 | $54.3K | 0.01% | +5+2.2% | Added |
| South State Corp. | 225 | $51.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 220 | $51.8K | 0.01% | +6+2.8% | Added |
| Arrow Financial Corp | 218 | $50.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 217 | $49.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 211 | $48.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 210 | $48.3K | 0.02% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 210 | $48.3K | 0.02% | +210 | New |
| CarsonAllaria Wealth Management, Ltd. | 209 | $48.2K | 0.03% | +1+0.5% | Added |
| Clear Point Advisors Inc. | 202 | $46.5K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $46.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 199 | $45.8K | 0.00% | +30+17.8% | Added |
| Live Oak Investment Partners | – | $44.9K | 0.03% | – | – |
| Sugarloaf Wealth Management, LLC | 192 | $44.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 189 | $43.5K | 0.01% | +117+162.5% | Added |
| Peterson Financial Group, Inc. | 188 | $43.3K | 0.17% | +188 | New |
| Trifecta Capital Advisors, LLC | 187 | $43.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 191 | $43.0K | 0.01% | +1+0.5% | Added |
| CGC Financial Services, LLC | 185 | $42.6K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 178 | $41.0K | 0.01% | −286−61.6% | Reduced |
| LGT Financial Advisors LLC | 178 | $40.9K | 0.10% | −141−44.2% | Reduced |
| Raleigh Capital Management Inc. | 176 | $40.5K | 0.02% | +16+10.0% | Added |
| CVA Family Office, LLC | 172 | $39.6K | 0.01% | +15+9.6% | Added |
| Pflug Koory, LLC | 172 | $39.6K | 0.02% | +172 | New |
| Pinnacle Bancorp, Inc. | 169 | $38.9K | 0.01% | +40+31.0% | Added |
| Nemes Rush Group LLC | 193 | $38.2K | 0.01% | +63+48.5% | Added |
| Riverview Trust Co | 162 | $37.3K | 0.03% | +8+5.2% | Added |
| Northwest Capital Management Inc | 161 | $37.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 160 | $36.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 158 | $36.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $36.4K | 0.01% | +2+1.3% | Added |
| Piscataqua Savings Bank | 157 | $36.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 155 | $35.7K | 0.00% | −200−56.3% | Reduced |
| Caitlin John, LLC | 161 | $34.2K | 0.02% | −2,315−93.5% | Reduced |
| Cetera Trust Company, N.A | 146 | $33.6K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 145 | $33.4K | 0.01% | +73+101.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 145 | $33.4K | 0.01% | +145 | New |
| Chilton Capital Management LLC | 144 | $33.1K | 0.00% | +120+500.0% | Added |
| Valued Wealth Advisors LLC | 141 | $32.5K | 0.02% | −10−6.6% | Reduced |
| SJS Investment Consulting Inc. | 141 | $32.5K | 0.01% | +74+110.4% | Added |
| Canton Hathaway, LLC | 137 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 139 | $32.0K | 0.01% | +84+152.7% | Added |
| M&R Capital Management Inc | 139 | $31.9K | 0.01% | +13+10.3% | Added |
| Stephenson National Bank & Trust | 138 | $31.8K | 0.01% | +30+27.8% | Added |
| McIlrath & Eck, LLC | 135 | $31.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 133 | $30.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 131 | $30.2K | 0.01% | +4+3.1% | Added |
| Avion Wealth | 131 | $30.0K | 0.01% | +7+5.6% | Added |
| New Millennium Group LLC | 125 | $28.8K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 122 | $28.2K | 0.01% | +122 | New |
| Abound Wealth Management | 120 | $27.7K | 0.01% | +18+17.6% | Added |
| Oarsman Capital, Inc. | 119 | $27.4K | 0.01% | +119 | New |
| Aviso Financial Inc. | 116 | $26.7K | 0.00% | +2+1.8% | Added |
| RE Dickinson Investment Advisors, LLC | 113 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 107 | $24.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 105 | $24.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $23.0K | 0.02% | +100 | New |
| Gen-Wealth Partners Inc | 100 | $23.0K | 0.01% | +100 | New |
| Close Asset Management Ltd | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 99 | $22.8K | 0.01% | +47+90.4% | Added |
| Wintrust Investments LLC | 96 | $22.0K | 0.02% | +96 | New |
| Trust Co | 92 | $21.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 92 | $21.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $20.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 92 | $20.9K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 89 | $20.4K | 0.00% | +89 | New |
| Cassady Schiller Wealth Management, LLC | 87 | $20.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 91 | $20.0K | 0.00% | −12,825−99.3% | Reduced |
| Capstone Investment Advisors, LLC | 84 | $19.3K | 0.00% | +84 | New |
| Aster Capital Management (DIFC) Ltd | 83 | $19.1K | 0.00% | +83 | New |
| Aspire Private Capital, LLC | 80 | $18.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 79 | $18.2K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 76 | $17.6K | 0.02% | −22−22.4% | Reduced |
| Frazier Financial Advisors, LLC | 72 | $16.6K | 0.01% | −7−8.9% | Reduced |
| Annapolis Financial Services, LLC | 72 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $16.1K | 0.00% | −40−36.4% | Reduced |
| Provenance Wealth Advisors, LLC | 70 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 62 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 61 | $14.0K | 0.00% | +61 | New |
| Hobbs Group Advisors, LLC | 61 | $14.0K | 0.01% | −100−62.1% | Reduced |
| Albion Financial Group | 58 | $13.3K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $13.3K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 57 | $13.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $12.9K | 0.00% | −1−1.8% | Reduced |
| Centennial Bank | 54 | $12.4K | 0.01% | −3−5.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $11.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $11.5K | 0.01% | +50 | New |
| Chesapeake Asset Management LLC | 49 | $11.3K | 0.01% | +14+40.0% | Added |
| Country Trust Bank | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $10.8K | 0.00% | +47 | New |
| Legacy Investment Solutions, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $10.6K | 0.01% | +50 | New |
