| Trifecta Capital Advisors, LLC | 22 | $14.6K | 0.00% | −9−29.0% | Reduced |
| HFM Investment Advisors, LLC | 22 | $14.6K | 0.01% | +20+1,000.0% | Added |
| Strategic Advocates LLC | 23 | $15.4K | 0.00% | −2−8.0% | Reduced |
| Manning & Napier Advisors LLC | 23 | $15.4K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 24 | $15.9K | 0.01% | +24 | New |
| N.E.W. Advisory Services LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 26 | $17.3K | 0.00% | −15−36.6% | Reduced |
| Kozak & Associates, Inc. | 27 | $17.6K | 0.00% | +15+125.0% | Added |
| Garton & Associates Financial Advisors LLC | 27 | $18.0K | 0.01% | +27 | New |
| Hanson & Doremus Investment Management | 27 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 27 | $18.0K | 0.00% | +10+58.8% | Added |
| Hurley Capital, LLC | 28 | $18.5K | 0.01% | −1−3.4% | Reduced |
| Cornerstone Financial Management LLC | 28 | $18.5K | 0.02% | +28 | New |
| Robinswood Financial LLC | 28 | $18.6K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 29 | $19.2K | 0.01% | +29 | New |
| Valued Wealth Advisors LLC | 29 | $19.2K | 0.01% | −1−3.3% | Reduced |
| ZRC Wealth Management, LLC | 30 | $19.9K | 0.01% | +4+15.4% | Added |
| Noble Wealth Management PBC | 31 | $20.5K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 31 | $20.5K | 0.01% | +21+210.0% | Added |
| Old Point Trust & Financial Services N A | 32 | $21.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $21.2K | 0.02% | +32 | New |
| Aspect Partners, LLC | 33 | $21.9K | 0.01% | +3+10.0% | Added |
| True Wealth Design, LLC | 34 | $22.5K | 0.01% | −15−30.6% | Reduced |
| J.Safra Asset Management Corp | 35 | $23.2K | 0.00% | +35 | New |
| Wilkerson Advisory Group LLC | 35 | $23.2K | 0.01% | +35 | New |
| Joseph Group Capital Management | 37 | $24.5K | 0.01% | +37 | New |
| Intesa Sanpaolo Wealth Management | 37 | $24.5K | 0.01% | +37 | New |
| Sankala Group LLC | 61 | $25.0K | 0.02% | +61 | New |
| Raffa Wealth Management, LLC | 39 | $25.8K | 0.00% | +7+21.9% | Added |
| HHM Wealth Advisors, LLC | 40 | $26.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $26.5K | 0.16% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 41 | $27.1K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 41 | $27.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 42 | $27.8K | 0.00% | +7+20.0% | Added |
| Marquette Asset Management, LLC | 44 | $29.1K | 0.00% | +15+51.7% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $29.8K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 46 | $30.5K | 0.02% | +6+15.0% | Added |
| Ogorek Anthony Joseph | 47 | $31.0K | 0.01% | +2+4.4% | Added |
| MTM Investment Management, LLC | 47 | $31.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 50 | $33.0K | 0.01% | −4−7.4% | Reduced |
| City State Bank | 50 | $33.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $33.1K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $33.1K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $33.1K | 0.03% | +50 | New |
| High Note Wealth, LLC | 53 | $35.1K | 0.01% | +18+51.4% | Added |
| Bangor Savings Bank | 54 | $35.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $35.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 54 | $35.8K | 0.04% | +19+54.3% | Added |
| VSM Wealth Advisory, LLC | 56 | $37.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 57 | $37.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 58 | $38.4K | 0.01% | −10−14.7% | Reduced |
| Stephenson National Bank & Trust | 58 | $38.4K | 0.01% | +45+346.2% | Added |
| Delos Wealth Advisors, LLC | 59 | $39.1K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 59 | $39.1K | 0.02% | +10+20.4% | Added |
| Loomis Sayles & Co L P | 60 | $39.7K | 0.00% | −2−3.2% | Reduced |
| Howard Hughes Medical Institute | 60 | $39.7K | 0.02% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 60 | $39.7K | 0.07% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 62 | $41.1K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 78 | $41.7K | 0.01% | +29+59.2% | Added |
| Piscataqua Savings Bank | 65 | $43.1K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 65 | $43.1K | 0.03% | +65 | New |
| High Point Wealth Management, LLC | 65 | $43.1K | 0.04% | +65 | New |
| CBIZ Investment Advisory Services, LLC | 67 | $44.4K | 0.00% | −9−11.8% | Reduced |
| Ares Financial Consulting, LLC | 67 | $44.4K | 0.04% | +67 | New |
| Albion Financial Group | 67 | $44.4K | 0.00% | −3−4.3% | Reduced |
| Atwood & Palmer Inc | 67 | $44.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 68 | $45.0K | 0.00% | +14+25.9% | Added |
| Greenline Wealth Management LLC | 68 | $45.3K | 0.05% | +68 | New |
| Vega Investment Solutions | 69 | $45.7K | 0.01% | +69 | New |
| DecisionPoint Financial, LLC | 71 | $47.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $47.0K | 0.02% | +53+294.4% | Added |
| Kings Path Partners LLC | 72 | $47.7K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 72 | $47.7K | 0.02% | +9+14.3% | Added |
| Rialto Wealth Management, LLC | 73 | $48.4K | 0.01% | +2+2.8% | Added |
| Laurel Wealth Advisors LLC | 73 | $48.4K | 0.01% | +73 | New |
| Raleigh Capital Management Inc. | 75 | $49.6K | 0.02% | −3−3.8% | Reduced |
| Kimelman & Baird, LLC | 75 | $49.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 76 | $50.3K | 0.01% | −13−14.6% | Reduced |
| Battery Global Advisors, LLC | 1,377 | $50.8K | 0.02% | −39,579−96.6% | Reduced |
| Westside Investment Management, Inc. | 81 | $51.1K | 0.01% | +4+5.2% | Added |
| Beacon Financial Strategies CORP | 78 | $51.7K | 0.03% | +78 | New |
| Creative Financial Designs Inc | 80 | $53.0K | 0.00% | +15+23.1% | Added |
| Bruce G. Allen Investments, LLC | 80 | $53.0K | 0.04% | +71+788.9% | Added |
| Pin Oak Investment Advisors Inc | 119 | $53.0K | 0.04% | +71+147.9% | Added |
| Dunhill Financial, LLC | 140 | $53.0K | 0.01% | +65+86.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 81 | $53.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 82 | $54.3K | 0.01% | −3−3.5% | Reduced |
| Sachetta, LLC | 83 | $55.0K | 0.03% | +5+6.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 84 | $56.0K | 0.00% | +84 | New |
| Paladin Advisory Group, LLC | 86 | $57.0K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 86 | $57.1K | 0.03% | −120−58.3% | Reduced |
| Activest Wealth Management | 87 | $57.6K | 0.01% | +20+29.9% | Added |
| Hughes Financial Services, LLC | 89 | $58.9K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 90 | $59.6K | 0.02% | +35+63.6% | Added |
| Retirement Wealth Solutions LLC | 90 | $59.8K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $61.0K | 0.01% | +6+7.0% | Added |
| Sarver Vrooman Wealth Advisors | 95 | $62.9K | 0.04% | −3−3.1% | Reduced |
| Medallion Wealth Advisors, LLC | 97 | $64.3K | 0.02% | 00.0% | Unchanged |
