| Albion Financial Group | 67 | $44.4K | 0.00% | −3−4.3% | Reduced |
| Atwood & Palmer Inc | 67 | $44.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Camelot Portfolios, LLC | 65 | $43.1K | 0.03% | +65 | New |
| High Point Wealth Management, LLC | 65 | $43.1K | 0.04% | +65 | New |
| Piscataqua Savings Bank | 65 | $43.1K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 78 | $41.7K | 0.01% | +29+59.2% | Added |
| Cetera Trust Company, N.A | 62 | $41.1K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Delos Wealth Advisors, LLC | 59 | $39.1K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 59 | $39.1K | 0.02% | +10+20.4% | Added |
| 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 |
| Cornerstone National Bank & Trust Co | 57 | $37.8K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 56 | $37.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| High Note Wealth, LLC | 53 | $35.1K | 0.01% | +18+51.4% | Added |
| 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 |
| Avion Wealth | 50 | $33.0K | 0.01% | −4−7.4% | Reduced |
| MTM Investment Management, LLC | 47 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 47 | $31.0K | 0.01% | +2+4.4% | Added |
| Copia Wealth Management | 46 | $30.5K | 0.02% | +6+15.0% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $29.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $29.1K | 0.00% | +15+51.7% | Added |
| Tompkins Financial Corp | 42 | $27.8K | 0.00% | +7+20.0% | Added |
| Fairscale Capital, LLC | 41 | $27.2K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 41 | $27.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $26.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $26.5K | 0.16% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $25.8K | 0.00% | +7+21.9% | Added |
| Sankala Group LLC | 61 | $25.0K | 0.02% | +61 | New |
| Joseph Group Capital Management | 37 | $24.5K | 0.01% | +37 | New |
| Intesa Sanpaolo Wealth Management | 37 | $24.5K | 0.01% | +37 | New |
| J.Safra Asset Management Corp | 35 | $23.2K | 0.00% | +35 | New |
| Wilkerson Advisory Group LLC | 35 | $23.2K | 0.01% | +35 | New |
| True Wealth Design, LLC | 34 | $22.5K | 0.01% | −15−30.6% | Reduced |
| Aspect Partners, LLC | 33 | $21.9K | 0.01% | +3+10.0% | 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 |
| 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 |
| ZRC Wealth Management, LLC | 30 | $19.9K | 0.01% | +4+15.4% | Added |
| Valued Wealth Advisors LLC | 29 | $19.2K | 0.01% | −1−3.3% | Reduced |
| Proathlete Wealth Management LLC | 29 | $19.2K | 0.01% | +29 | New |
| Robinswood Financial LLC | 28 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 28 | $18.5K | 0.01% | −1−3.4% | Reduced |
| Cornerstone Financial Management LLC | 28 | $18.5K | 0.02% | +28 | New |
| Nemes Rush Group LLC | 27 | $18.0K | 0.00% | +10+58.8% | Added |
| Hanson & Doremus Investment Management | 27 | $18.0K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 27 | $18.0K | 0.01% | +27 | New |
| Kozak & Associates, Inc. | 27 | $17.6K | 0.00% | +15+125.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 26 | $17.3K | 0.00% | −15−36.6% | Reduced |
| N.E.W. Advisory Services LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 24 | $15.9K | 0.01% | +24 | New |
| Strategic Advocates LLC | 23 | $15.4K | 0.00% | −2−8.0% | Reduced |
| Manning & Napier Advisors LLC | 23 | $15.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Altshuler Shaham Ltd | 22 | $14.6K | 0.00% | +6+37.5% | Added |
| Atomic Invest LLC | 22 | $14.6K | 0.01% | +22 | New |
| Turim 21 Investimentos Ltda. | 95 | $14.6K | 0.01% | +73+331.8% | Added |
| First Command Advisory Services, Inc. | 21 | $13.9K | 0.00% | +16+320.0% | Added |
| Meramec Financial Planners, LLC | 30 | $13.3K | 0.01% | +30 | New |
| Bare Financial Services, Inc | 20 | $13.2K | 0.00% | +1+5.3% | Added |
| FWL Investment Management, LLC | 20 | $13.2K | 0.00% | +15+300.0% | Added |
| Bank of New Hampshire | 20 | $13.2K | 0.00% | +20 | New |
| Imprint Wealth LLC | 19 | $12.6K | 0.06% | −15−44.1% | Reduced |
| Wealth Watch Advisors, INC | 19 | $12.6K | 0.00% | −5−20.8% | Reduced |
| Frazier Financial Advisors, LLC | 19 | $12.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $12.6K | 0.01% | +8+72.7% | Added |
| Adirondack Trust Co | 19 | $12.6K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $12.6K | 0.00% | +17+850.0% | Added |
| Luken Investment Analytics, LLC | 18 | $11.9K | 0.00% | +18 | New |
| Atlas Capital Advisors LLC | 18 | $11.9K | 0.00% | +18 | New |
| USA Financial Portformulas Corp | 17 | $11.3K | 0.00% | −2,435−99.3% | Reduced |
| Contravisory Investment Management, Inc. | 17 | $11.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $11.3K | 0.00% | +17 | New |
| Vision Financial Markets LLC | 17 | $10.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 16 | $10.6K | 0.00% | −3−15.8% | Reduced |
| Wall Street Access Asset Management, LLC | 16 | $10.6K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $10.6K | 0.01% | +1+6.7% | Added |
| Creative Capital Management Investments LLC | 16 | $10.6K | 0.00% | +16 | New |
| Hollencrest Capital Management | 15 | $9.94K | 0.00% | −16−51.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $9.94K | 0.00% | +7+87.5% | Added |
| Advocate Investing Services LLC | 15 | $9.94K | 0.01% | +15 | New |
| Pacifica Partners Inc. | 15 | $9.44K | 0.00% | +5+50.0% | Added |
| GPS Wealth Strategies Group, LLC | 14 | $9.27K | 0.01% | −86−86.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 13 | $9.00K | 0.00% | −2−13.3% | Reduced |
| PFS Partners, LLC | 13 | $8.75K | 0.00% | 00.0% | Unchanged |
