| Rowland & Co Investment Counsel | 642 | $159.0K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $159.7K | 0.00% | −34−5.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $160.2K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 672 | $166.0K | 0.06% | −75−10.0% | Reduced |
| Marshall & Sullivan Inc | 675 | $166.3K | 0.10% | +675 | New |
| Baystate Wealth Management LLC | 682 | $168.0K | 0.02% | −18−2.6% | Reduced |
| AllSquare Wealth Management LLC | 684 | $168.6K | 0.12% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 684 | $168.6K | 0.09% | +684 | New |
| Raleigh Capital Management Inc. | 706 | $173.9K | 0.09% | −12−1.7% | Reduced |
| West Paces Advisors Inc. | 738 | $181.9K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 750 | $185.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 755 | $186.0K | 0.02% | −33−4.2% | Reduced |
| Stephenson National Bank & Trust | 775 | $191.0K | 0.12% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 775 | $191.0K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 797 | $196.4K | 0.12% | +797 | New |
| Riverview Trust Co | 800 | $197.0K | 0.19% | −55−6.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 800 | $197.1K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $197.1K | 0.11% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 800 | $197.1K | 0.18% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 805 | $198.0K | 0.12% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 813 | $200.3K | 0.07% | +813 | New |
| Telos Capital Management, Inc. | 815 | $200.8K | 0.03% | +815 | New |
| Putnam Investments LLC | 816 | $201.1K | 0.00% | +816 | New |
| Massmutual Trust Co FSB | 818 | $202.0K | 0.01% | −31−3.7% | Reduced |
| Childress Capital Advisors, LLC | 822 | $202.6K | 0.07% | +822 | New |
| Woodstock Corp | 823 | $202.8K | 0.03% | +823 | New |
| Evanson Asset Management, LLC | 829 | $204.2K | 0.02% | +829 | New |
| Plotkin Financial Advisors, LLC | 829 | $204.3K | 0.21% | +829 | New |
| Financial Advocates Investment Management | 829 | $204.4K | 0.02% | +829 | New |
| V Wealth Advisors LLC | 831 | $204.8K | 0.04% | +831 | New |
| Red Door Wealth Management, LLC | 832 | $205.0K | 0.07% | +832 | New |
| Institute for Wealth Management, LLC. | 834 | $205.5K | 0.04% | −363−30.3% | Reduced |
| Alaethes Wealth LLC | 837 | $206.3K | 0.14% | +837 | New |
| Great Diamond Partners, LLC | 838 | $206.5K | 0.06% | +838 | New |
| Chapin Davis, Inc. | 840 | $206.9K | 0.12% | +840 | New |
| Richwood Investment Advisors, LLC | 840 | $207.0K | 0.21% | −260−23.6% | Reduced |
| Planning Directions Inc | 841 | $207.0K | 0.16% | +841 | New |
| XTX Topco Ltd | 845 | $208.2K | 0.04% | +845 | New |
| West Financial Advisors, LLC | 846 | $208.5K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 846 | $208.5K | 0.02% | +846 | New |
| MJP Associates Inc | 848 | $209.0K | 0.06% | +848 | New |
| Wealthquest Corp | 848 | $209.0K | 0.03% | +848 | New |
| Tacita Capital Inc | 850 | $209.0K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 850 | $209.5K | 0.07% | +850 | New |
| WT Wealth Management | 850 | $209.5K | 0.10% | +850 | New |
| Ted Buchan & Co | 862 | $212.4K | 0.20% | +862 | New |
| Fidato Wealth LLC | 863 | $212.8K | 0.27% | +863 | New |
| Liberty Capital Management, Inc. | 865 | $213.2K | 0.07% | +865 | New |
| Manchester Capital Management LLC | 867 | $213.6K | 0.03% | −475−35.4% | Reduced |
| Sage Mountain Advisors LLC | 867 | $213.6K | 0.05% | +867 | New |
| BNC Wealth Management, LLC | 874 | $215.3K | 0.13% | +874 | New |
| Cullen Capital Management LLC | 875 | $215.6K | 0.00% | +875 | New |
| LVM Capital Management Ltd | 875 | $216.0K | 0.03% | +875 | New |
| Asset Planning Corporation | 884 | $217.8K | 0.18% | +884 | New |
| West Branch Capital LLC | 892 | $219.8K | 0.14% | +2+0.2% | Added |
| Indie Asset Partners, LLC | 894 | $220.3K | 0.24% | +894 | New |
| Private Ocean, LLC | 898 | $221.2K | 0.03% | +6+0.7% | Added |
| Samalin Investment Counsel, LLC | 899 | $221.5K | 0.14% | −105−10.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 899 | $221.6K | 0.06% | +899 | New |
| Jag Capital Management, LLC | 900 | $221.8K | 0.03% | +900 | New |
| WealthTrust Axiom LLC | 900 | $221.8K | 0.08% | +900 | New |
| Palogic Value Management, L.P. | 900 | $221.8K | 0.12% | +900 | New |
| Westhampton Capital, LLC | 900 | $221.8K | 0.15% | +900 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 900 | $221.8K | 0.14% | +900 | New |
| Epiq Partners, LLC | 900 | $221.8K | 0.15% | +900 | New |
| Valley Brook Capital Group | 900 | $221.8K | 0.21% | +900 | New |
| St. Clair Advisors, LLC | 900 | $221.8K | 0.14% | +900 | New |
| Change Path, LLC | 900 | $222.0K | 0.01% | +900 | New |
| Eudaimonia Partners, LLC | 901 | $222.0K | 0.05% | −500−35.7% | Reduced |
| Toth Financial Advisory Corp | 903 | $222.6K | 0.04% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 904 | $222.8K | 0.15% | −139−13.3% | Reduced |
| SkyView Investment Advisors, LLC | 904 | $223.0K | 0.07% | −139−13.3% | Reduced |
| WealthShield Partners, LLC | 906 | $223.2K | 0.04% | +906 | New |
| TrueWealth Advisors, LLC | 907 | $223.5K | 0.10% | +907 | New |
| Ambassador Advisors, LLC | 909 | $224.0K | 0.05% | +909 | New |
| Ashton Thomas Private Wealth, LLC | 912 | $224.7K | 0.02% | +912 | New |
| Tradition Wealth Management, LLC | 914 | $225.0K | 0.03% | +6+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 915 | $225.5K | 0.01% | +915 | New |
| Wealth Alliance | 916 | $225.8K | 0.04% | +916 | New |
| Royal Capital Wealth Management, LLC | 916 | $226.0K | 0.24% | +916 | New |
| Kapstone Financial Advisors LLC | 890 | $226.8K | 0.21% | +890 | New |
| Park Edge Advisors, LLC | 922 | $227.2K | 0.10% | +922 | New |
| Zullo Investment Group, Inc. | 926 | $228.1K | 0.14% | −11−1.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 933 | $229.9K | 0.07% | +933 | New |
| Ledyard National Bank | 934 | $230.2K | 0.03% | +934 | New |
| Johnson Bixby & Associates, LLC | 938 | $231.1K | 0.05% | +938 | New |
| Monterey Private Wealth, Inc. | 941 | $231.9K | 0.13% | +2+0.2% | Added |
| Maple Capital Management, Inc. | 943 | $232.4K | 0.03% | +17+1.8% | Added |
| Headinvest, LLC | 945 | $232.9K | 0.05% | −424−31.0% | Reduced |
| Transform Wealth, LLC | 946 | $233.1K | 0.03% | +946 | New |
| Norway Savings Bank | 950 | $234.1K | 0.12% | +230+31.9% | Added |
| Arrow Financial Corp | 955 | $235.0K | 0.03% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 957 | $236.0K | 0.09% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 956 | $236.0K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 960 | $236.6K | 0.06% | +960 | New |
| TCI Wealth Advisors, Inc. | 962 | $237.0K | 0.03% | −58−5.7% | Reduced |
| DFPG Investments, LLC | 928 | $237.7K | 0.04% | +928 | New |
| MCF Advisors LLC | 965 | $237.8K | 0.02% | +10+1.0% | Added |
| Wayfinding Financial, LLC | 884 | $238.0K | 0.19% | +884 | New |
| Sonora Investment Management Group, LLC | 966 | $238.0K | 0.02% | −46−4.5% | Reduced |
