| HTG Investment Advisors, Inc. | 1,237 | $225.4K | 0.08% | −154−11.1% | Reduced |
| MOKAN Wealth Management Inc. | 1,237 | $225.2K | 0.13% | +1,237 | New |
| Cascade Investment Group, Inc. | 1,230 | $224.0K | 0.16% | +1,230 | New |
| Financial Advisory Service, Inc. | 1,230 | $224.0K | 0.02% | +1,230 | New |
| Matrix Asset Advisors Inc | 1,229 | $223.8K | 0.02% | −133−9.8% | Reduced |
| Significant Wealth Partners LLC | 1,225 | $223.1K | 0.11% | −215−14.9% | Reduced |
| Westover Capital Advisors, LLC | 1,224 | $222.9K | 0.04% | +1,224 | New |
| Certior Financial Group, LLC | 1,223 | $222.7K | 0.17% | +1,223 | New |
| Uhlmann Price Securities, LLC | 1,221 | $222.5K | 0.16% | +1,221 | New |
| HORAN Wealth, LLC | 1,221 | $222.4K | 0.07% | +1,221 | New |
| Old Mission Investment Co LLC | 1,215 | $221.3K | 0.06% | +1,215 | New |
| West Paces Advisors Inc. | 1,211 | $220.6K | 0.05% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,211 | $220.6K | 0.21% | +510+72.8% | Added |
| Jasper Ridge Partners, L.P. | 1,205 | $219.5K | 0.01% | +1,205 | New |
| Braun-Bostich & Associates Inc. | 1,205 | $219.5K | 0.15% | +1,205 | New |
| Centerline Wealth Advisors, LLC | 1,205 | $219.5K | 0.11% | +1,205 | New |
| Stonebridge Capital Management Inc | 1,200 | $219.0K | 0.09% | +1,200 | New |
| Endowment Wealth Management, Inc. | 1,200 | $218.6K | 0.11% | −69−5.4% | Reduced |
| Flagship Wealth Advisors, LLC | 1,200 | $218.6K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,200 | $218.6K | 0.08% | +1,200 | New |
| Aspetuck Financial Management LLC | 1,200 | $218.6K | 0.16% | +1,200 | New |
| Affinity Capital Advisors, LLC | 1,199 | $218.4K | 0.04% | +1,199 | New |
| Investment Advisory Group, LLC | 1,198 | $218.1K | 0.07% | +1,198 | New |
| John G Ullman & Associates Inc | 1,197 | $218.0K | 0.03% | +1,197 | New |
| PrairieView Partners, LLC | 1,200 | $218.0K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,196 | $217.9K | 0.02% | −890−42.7% | Reduced |
| Axis Wealth Partners, LLC | 1,195 | $217.7K | 0.14% | +1,195 | New |
| Aspire Capital Advisors LLC | 1,194 | $217.4K | 0.06% | −227−16.0% | Reduced |
| Fulcrum Equity Management | 1,189 | $216.6K | 0.22% | +1,189 | New |
| Whitcomb & Hess, Inc. | 1,188 | $216.4K | 0.06% | +1,188 | New |
| 4J Wealth Management LLC | 1,183 | $215.5K | 0.15% | +1,183 | New |
| First Financial Group Corp | 1,183 | $215.5K | 0.21% | +1,183 | New |
| Capital Market Strategies LLC | 1,180 | $214.9K | 0.15% | +1,180 | New |
| Evermay Wealth Management LLC | 1,174 | $214.7K | 0.03% | +193+19.7% | Added |
| AXS Investments LLC | 1,178 | $214.5K | 0.09% | −402−25.4% | Reduced |
| Bolthouse Investments, LLC | 1,177 | $214.4K | 0.21% | +1,177 | New |
| Wall Street Financial Group, Inc. | 1,177 | $214.4K | 0.19% | +1,177 | New |
| Allie Family Office LLC | 1,177 | $214.4K | 0.11% | +1,177 | New |
| Birchbrook, Inc. | 1,173 | $213.6K | 0.11% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,173 | $213.6K | 0.08% | +1,173 | New |
| Encompass Wealth Advisors, LLC | 1,171 | $213.4K | 0.08% | +1,171 | New |
| PFW Advisors LLC | 1,166 | $212.4K | 0.07% | +1,166 | New |
| Truepoint, Inc. | 1,165 | $212.2K | 0.01% | +1,165 | New |
| Picton Mahoney Asset Management | 1,159 | $212.0K | 0.00% | +1,150+12,777.8% | Added |
| Quadrant Private Wealth Management, LLC | 1,156 | $212.0K | 0.04% | +1,156 | New |
| Strategic Investment Solutions, Inc. | 1,163 | $211.9K | 0.06% | +10+0.9% | Added |
| Future Financial Wealth Managment LLC | 1,162 | $211.6K | 0.14% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,160 | $211.3K | 0.05% | +1,160 | New |
| Frederick Financial Consultants, LLC | 1,157 | $210.7K | 0.13% | +1,157 | New |
| Roof Eidam & Maycock | 1,156 | $210.5K | 0.05% | +1,156 | New |
| Laffer Tengler Investments | 1,156 | $210.5K | 0.04% | +1,156 | New |
| Puff Wealth Management, LLC | 1,156 | $210.5K | 0.34% | +1,156 | New |
| Iams Wealth Management, LLC | 1,151 | $209.6K | 0.10% | +1,151 | New |
| Hoxton Planning & Management, LLC | 1,150 | $209.4K | 0.07% | +1,150 | New |
| Lathrop Investment Management Corp | 1,145 | $209.0K | 0.04% | +1,145 | New |
| Robinson Smith Wealth Advisors LLC | 1,146 | $208.7K | 0.17% | +1,146 | New |
| Werba Rubin Papier Wealth Management | 1,145 | $208.5K | 0.04% | +1,145 | New |
| Union Savings Bank | 1,271 | $208.5K | 0.10% | +158+14.2% | Added |
| Global Assets Advisory, LLC | 1,174 | $208.4K | 0.08% | +1,174 | New |
| Smith Thornton Advisors LLC | 1,144 | $208.4K | 0.12% | +1,144 | New |
| Financial Management Network Inc | 1,164 | $208.2K | 0.04% | +1,164 | New |
| Empirical Asset Management, LLC | 1,142 | $208.1K | 0.06% | +1,142 | New |
| Legacy Wealth Management, Inc | 1,141 | $207.8K | 0.01% | +1,141 | New |
| Foresight Capital Management Advisors, Inc. | 1,140 | $207.6K | 0.12% | −1,071−48.4% | Reduced |
| Wallington Asset Management, LLC | 1,140 | $207.6K | 0.03% | +1,140 | New |
| Financial Council Asset Management Inc | 1,137 | $207.1K | 0.10% | +1,137 | New |
| Rydar Equities, Inc. | 1,135 | $206.7K | 0.16% | +1,135 | New |
| Whitaker-Myers Wealth Managers, LTD. | 1,133 | $206.4K | 0.05% | +1,133 | New |
| Pure Portfolios Holdings LLC | 1,133 | $206.3K | 0.07% | +1,133 | New |
| Vishria Bird Financial Group, LLC | 1,132 | $206.2K | 0.07% | +1,132 | New |
| Vista Cima Wealth Management LLC | 1,132 | $206.2K | 0.19% | +1,132 | New |
| Amarillo National Bank | 1,130 | $205.8K | 0.04% | +1,130 | New |
| Vertex Planning Partners, LLC | 1,130 | $205.8K | 0.04% | +1,130 | New |
| Tarbox Family Office, Inc. | 1,128 | $205.4K | 0.03% | +1,128 | New |
| Horan Securities, Inc. | 1,127 | $205.3K | 0.07% | +1,127 | New |
| Patton Albertson Miller Group, LLC | 1,127 | $205.3K | 0.03% | +1,127 | New |
| Systematic Alpha Investments, LLC | 1,126 | $205.1K | 0.01% | +1,126 | New |
| Curated Wealth Partners LLC | 1,124 | $204.7K | 0.02% | +1,124 | New |
| Acima Private Wealth, LLC | 1,123 | $204.5K | 0.07% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,213 | $204.5K | 0.07% | +1,213 | New |
| Financial Synergies Wealth Advisors, Inc. | 1,122 | $204.4K | 0.02% | +1,122 | New |
| Warren Street Wealth Advisors, LLC | 1,122 | $204.3K | 0.07% | +1,122 | New |
| Melfa Wealth Management, LLC | 1,119 | $203.8K | 0.13% | +1,119 | New |
| Watts Gwilliam & Co., LLC | 1,259 | $203.7K | 0.03% | +1,259 | New |
| Stephens Consulting, LLC | 1,114 | $202.9K | 0.05% | +41+3.8% | Added |
| JGP Wealth Management, LLC | 1,108 | $201.8K | 0.02% | +1,108 | New |
| Nadler Financial Group, Inc. | 1,108 | $201.8K | 0.02% | +1,108 | New |
| CJM Wealth Advisers, Ltd. | 1,104 | $201.1K | 0.07% | +1,104 | New |
| Muirfield Wealth Advisors LLC | 1,104 | $201.0K | 0.16% | +1,104 | New |
| Alliance Wealth Management Group | 3,424 | $200.7K | 0.05% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 1,102 | $200.7K | 0.10% | +1,102 | New |
| Avid Wealth Partners LLC | 1,092 | $200.4K | 0.11% | +1,092 | New |
| Baker Ellis Asset Management LLC | 1,100 | $200.3K | 0.03% | +1,100 | New |
| Investment House LLC | 1,100 | $200.3K | 0.01% | +1,100 | New |
| Rather & Kittrell, Inc. | 1,100 | $200.3K | 0.04% | +1,100 | New |
| Total Wealth Planning & Management, Inc. | 1,100 | $200.3K | 0.17% | +1,100 | New |
| Clune & Associates, Ltd. | 1,099 | $200.2K | 0.05% | +1,099 | New |
| Park Square Financial Group, LLC | 1,092 | $198.9K | 0.14% | +71+7.0% | Added |
| SOA Wealth Advisors, LLC. | 35,145 | $193.3K | 0.04% | +8,494+31.9% | Added |
| Piscataqua Savings Bank | 1,060 | $193.1K | 0.16% | 00.0% | Unchanged |
