| Valued Wealth Advisors LLC | 281 | $47.8K | 0.03% | −17−5.7% | Reduced |
| Coston, McIsaac & Partners | 285 | $48.0K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 285 | $48.5K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 295 | $50.2K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 295 | $50.2K | 0.01% | +14+5.0% | Added |
| Islay Capital Management, LLC | 300 | $51.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 311 | $52.9K | 0.02% | −3−1.0% | Reduced |
| Princeton Global Asset Management LLC | 312 | $53.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 313 | $53.2K | 0.03% | +1+0.3% | Added |
| Claris Advisors, LLC | 315 | $53.6K | 0.02% | +315 | New |
| Quarry LP | 316 | $53.7K | 0.02% | −614−66.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 317 | $53.9K | 0.01% | +15+5.0% | Added |
| Creekmur Asset Management LLC | 319 | $54.3K | 0.01% | +1+0.3% | Added |
| Livelsberger Financial Advisory | 322 | $54.7K | 1.15% | +322 | New |
| GoalVest Advisory LLC | 323 | $54.9K | 0.02% | +208+180.9% | Added |
| TSFG, LLC | 326 | $55.0K | 0.01% | −49−13.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 324 | $55.1K | 0.01% | +88+37.3% | Added |
| Colonial Trust Advisors | 326 | $55.4K | 0.00% | +22+7.2% | Added |
| American Capital Advisory, LLC | 329 | $55.9K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 330 | $56.1K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 336 | $57.1K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 341 | $58.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $58.5K | 0.02% | +22+6.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 347 | $59.0K | 0.03% | −225−39.3% | Reduced |
| Piscataqua Savings Bank | 366 | $62.2K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 380 | $64.6K | 0.02% | +64+20.3% | Added |
| Hanseatic Management Services Inc | 380 | $64.6K | 0.09% | +72+23.4% | Added |
| POM Investment Strategies, LLC | 383 | $65.1K | 0.05% | +2+0.5% | Added |
| Park Place Capital Corp | 394 | $67.0K | 0.02% | −107−21.4% | Reduced |
| Fortitude Family Office, LLC | 395 | $67.2K | 0.03% | +152+62.6% | Added |
| Western Pacific Wealth Management, LP | 400 | $68.0K | 0.05% | +400 | New |
| WealthCollab, LLC | 410 | $69.7K | 0.05% | +62+17.8% | Added |
| Cassady Schiller Wealth Management, LLC | 412 | $70.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 418 | $71.0K | 0.01% | −10−2.3% | Reduced |
| Centennial Bank | 419 | $71.3K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 420 | $71.5K | 0.05% | +53+14.4% | Added |
| Evermay Wealth Management LLC | 424 | $72.1K | 0.01% | −202−32.3% | Reduced |
| Bellevue Group AG | 427 | $72.6K | 0.00% | +36+9.2% | Added |
| Canton Hathaway, LLC | 430 | $73.0K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 440 | $74.8K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 442 | $75.2K | 0.00% | +442 | New |
| Strategic Investment Solutions, Inc. | 449 | $76.4K | 0.02% | −100−18.2% | Reduced |
| Abound Wealth Management | 464 | $78.8K | 0.03% | +158+51.6% | Added |
| Tacita Capital Inc | 465 | $79.1K | 0.05% | +25+5.7% | Added |
| Hobbs Group Advisors, LLC | 467 | $79.4K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 475 | $80.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 477 | $81.1K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 489 | $83.1K | 0.03% | +489 | New |
| Silicon Valley Capital Partners | 503 | $85.5K | 0.01% | +503 | New |
| Bruce G. Allen Investments, LLC | 503 | $85.5K | 0.07% | +4+0.8% | Added |
| City State Bank | 513 | $87.2K | 0.03% | −57−10.0% | Reduced |
| Chelsea Counsel Co | 518 | $88.1K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 519 | $88.3K | 0.03% | +76+17.2% | Added |
| Carolinas Wealth Consulting LLC | 527 | $89.5K | 0.02% | +30+6.0% | Added |
| Granite FO LLC | 533 | $90.6K | 0.05% | +533 | New |
| Keener Financial Planning LLC | 548 | $93.0K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 551 | $93.7K | 0.03% | −1,346−71.0% | Reduced |
| Cornerstone Planning Group LLC | 536 | $94.3K | 0.02% | +59+12.4% | Added |
| Flaharty Asset Management, LLC | 562 | $95.6K | 0.01% | +562 | New |
| Winch Advisory Services, LLC | 570 | $96.9K | 0.03% | +3+0.5% | Added |
| Private Wealth Management Group, LLC | 571 | $97.1K | 0.04% | −2−0.3% | Reduced |
| Northwest Capital Management Inc | 575 | $97.8K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 579 | $98.5K | 0.02% | −10−1.7% | Reduced |
| Compass Wealth Management LLC | 600 | $102.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 602 | $102.4K | 0.08% | 00.0% | Unchanged |
| BIT Capital GmbH | 618 | $105.1K | 0.01% | +618 | New |
| Guinness Atkinson Asset Management Inc | 640 | $108.8K | 0.05% | +114+21.7% | Added |
| Live Oak Investment Partners | – | $111.0K | 0.09% | – | – |
| Cranbrook Wealth Management, LLC | 673 | $114.4K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 684 | $116.2K | 0.03% | +684 | New |
| Macroview Investment Management LLC | 685 | $116.5K | 0.11% | +85+14.2% | Added |
| Gables Capital Management Inc. | 712 | $121.1K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 718 | $122.0K | 0.11% | +178+33.0% | Added |
| Bogart Wealth, LLC | 719 | $122.2K | 0.01% | −226−23.9% | Reduced |
| Alpine Bank Wealth Management | 725 | $123.3K | 0.02% | +725 | New |
| Tradewinds Capital Management, LLC | 733 | $124.6K | 0.03% | −30−3.9% | Reduced |
| Pacific Center for Financial Services | 746 | $126.9K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 744 | $127.0K | 0.01% | +29+4.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 750 | $127.6K | 0.07% | +451+150.8% | Added |
| Horrell Capital Management, Inc. | 750 | $128.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 752 | $128.0K | 0.00% | +200+36.2% | Added |
| Sound Income Strategies, LLC | 758 | $128.9K | 0.01% | −45−5.6% | Reduced |
| Wintrust Investments LLC | 766 | $130.0K | 0.10% | −9,054−92.2% | Reduced |
| GHP Investment Advisors, Inc. | 769 | $130.8K | 0.01% | +102+15.3% | Added |
| Mizuho Securities Co. Ltd. | 770 | $130.9K | 0.32% | −610−44.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 797 | $135.0K | 0.04% | +221+38.4% | Added |
| Center for Financial Planning, Inc. | 796 | $135.4K | 0.02% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 810 | $137.7K | 0.01% | −1,600−66.4% | Reduced |
| Laurel Wealth Advisors LLC | 830 | $141.1K | 0.02% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 831 | $141.3K | 0.13% | +831 | New |
| Cetera Trust Company, N.A | 838 | $142.5K | 0.09% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 855 | $145.0K | 0.00% | +43+5.3% | Added |
| Beacon Capital Management, LLC | 881 | $149.8K | 0.02% | +163+22.7% | Added |
| Hartford Financial Management Inc. | 908 | $154.4K | 0.03% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 920 | $156.5K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 923 | $157.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 930 | $158.1K | 0.07% | +545+141.6% | Added |
| VisionPoint Advisory Group, LLC | 968 | $164.6K | 0.06% | +299+44.7% | Added |
| Covestor Ltd | 967 | $165.0K | 0.10% | −360−27.1% | Reduced |
| Planned Solutions, Inc. | 985 | $167.6K | 0.07% | +985 | New |
