| LifeSteps Financial, Inc. | 51 | $8.95K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 51 | $8.94K | 0.00% | +51 | New |
| Coastline Trust Co | 50 | $8.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 50 | $8.77K | 0.00% | +10+25.0% | Added |
| UMA Financial Services, Inc. | 50 | $8.77K | 0.00% | +25+100.0% | Added |
| Piscataqua Savings Bank | 50 | $8.77K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 47 | $8.25K | 0.01% | +14+42.4% | Added |
| Horizon Financial Services, LLC | 47 | $8.25K | 0.00% | +19+67.9% | Added |
| Richard W. Paul & Associates, LLC | 47 | $8.25K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 45 | $7.90K | 0.00% | −96−68.1% | Reduced |
| HighMark Wealth Management LLC | 43 | $7.54K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 42 | $7.37K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $7.02K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $7.02K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 38 | $6.67K | 0.06% | −9−19.1% | Reduced |
| Evolution Wealth Management Inc. | 38 | $6.67K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 38 | $6.67K | 0.00% | +38 | New |
| Country Trust Bank | 37 | $6.49K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 36 | $6.32K | 0.00% | +36 | New |
| Ares Financial Consulting, LLC | 35 | $6.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $6.00K | 0.00% | −6−14.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 34 | $5.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 34 | $5.96K | 0.00% | +10+41.7% | Added |
| Rakuten Securities, Inc. | 33 | $5.79K | 0.00% | +14+73.7% | Added |
| Triumph Capital Management | 33 | $5.79K | 0.00% | +20+153.8% | Added |
| Joseph Group Capital Management | 31 | $5.44K | 0.00% | −16−34.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 23 | $4.88K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $4.74K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 27 | $4.65K | 0.02% | −4−12.9% | Reduced |
| JPL Wealth Management, LLC | 27 | $4.65K | 0.00% | +3+12.5% | Added |
| Financial Perspectives, Inc | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $4.39K | 0.00% | +3+13.6% | Added |
| Meeder Asset Management Inc | 22 | $3.86K | 0.00% | −79−78.2% | Reduced |
| Valued Wealth Advisors LLC | 22 | $3.86K | 0.00% | +7+46.7% | Added |
| Nemes Rush Group LLC | 22 | $3.86K | 0.00% | +22 | New |
| Tounjian Advisory Partners, LLC | 22 | $3.86K | 0.00% | +22 | New |
| Albion Financial Group | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $3.51K | 0.00% | +20 | New |
| Kings Path Partners LLC | 20 | $3.51K | 0.00% | +20 | New |
| Oakmont Advisory Group, LLC | 20 | $3.45K | 0.00% | +20 | New |
| Talon Private Wealth, LLC | 19 | $3.32K | 0.00% | +19 | New |
| Fulcrum Asset Management LLP | 18 | $3.27K | 0.00% | +18 | New |
| Allied Private Wealth LLC | 18 | $3.16K | 0.00% | +18 | New |
| Aspect Partners, LLC | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18 | $3.14K | 0.00% | −82−82.0% | Reduced |
| Torren Management, LLC | 18 | $3.07K | 0.00% | +8+80.0% | Added |
| Tidemark, LLC | 18 | $3.07K | 0.00% | +1+5.9% | Added |
| MB, Levis & Associates, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.98K | 0.00% | −2−10.5% | Reduced |
| Fairman Group, LLC | 17 | $2.98K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 15 | $2.68K | 0.00% | +15 | New |
| Friedenthal Financial | 15 | $2.65K | 0.00% | −416−96.5% | Reduced |
| Kilter Group LLC | 15 | $2.63K | 0.00% | −19−55.9% | Reduced |
| Burk Holdings LLC | 15 | $2.63K | 0.00% | −3−16.7% | Reduced |
| HFM Investment Advisors, LLC | 15 | $2.63K | 0.00% | +8+114.3% | Added |
| Osbon Capital Management LLC | 15 | $2.63K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $2.46K | 0.00% | −7−33.3% | Reduced |
| Hughes Financial Services, LLC | 14 | $2.46K | 0.00% | −6−30.0% | Reduced |
| Lam Group, Inc. | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $2.12K | 0.00% | +10+500.0% | Added |
| S&T Bank | 12 | $2.10K | 0.00% | +9+300.0% | Added |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | −319−95.8% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | −71−87.7% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 11 | $1.97K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11 | $1.93K | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 10 | $1.79K | 0.00% | +4+66.7% | Added |
| Hoey Investments, Inc | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 10 | $1.75K | 0.00% | +10 | New |
| Fedenia Advisers LLC | 10 | $1.75K | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 10 | $1.75K | 0.00% | +10 | New |
| C M Bidwell & Associates Ltd | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 9 | $1.60K | 0.00% | −16−64.0% | Reduced |
| TFC Financial Management | 9 | $1.58K | 0.00% | +2+28.6% | Added |
| Clark Wealth Partners | 9 | $1.58K | 0.00% | +2+28.6% | Added |
| Sunrise Financial Services, LLC | 8 | $1.40K | 0.00% | −9−52.9% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.23K | 0.00% | −2−22.2% | Reduced |
| ROSS\JOHNSON & Associates LLC | 7 | $1.23K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.15K | 0.00% | −1−14.3% | Reduced |
| Concord Wealth Partners | 6 | $1.05K | 0.00% | +6 | New |
| Robbins Farley LLC | 5 | $878 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $877 | 0.00% | −60−92.3% | Reduced |
| Vanguard National Trust Co | 4 | $702 | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 4 | $702 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $591 | 0.00% | −4−57.1% | Reduced |
| DecisionPoint Financial, LLC | 3 | $537 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $527 | 0.00% | −3−50.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $526 | 0.00% | −400−99.3% | Reduced |
| Essential Partners LLC | 3 | $526 | 0.00% | 00.0% | Unchanged |