| Mascoma Wealth Management LLC | 114 | $16.3K | 0.00% | +31+37.3% | Added |
| Carolinas Wealth Consulting LLC | 113 | $16.0K | 0.00% | +1+0.9% | Added |
| Raffa Wealth Management, LLC | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 111 | $15.8K | 0.00% | +1+0.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 110 | $15.7K | 0.00% | +110 | New |
| Raleigh Capital Management Inc. | 108 | $15.5K | 0.01% | −27−20.0% | Reduced |
| Oakworth Capital, Inc. | 108 | $15.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 107 | $15.3K | 0.00% | −3,267−96.8% | Reduced |
| Delta Asset Management LLC | 107 | $15.3K | 0.00% | −107−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 104 | $14.8K | 0.00% | +80+333.3% | Added |
| Evermay Wealth Management LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 99 | $14.2K | 0.01% | −156−61.2% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $14.2K | 0.00% | +99 | New |
| West Financial Advisors, LLC | 98 | $14.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 98 | $14.0K | 0.01% | +98 | New |
| FLP Wealth Management, LLC | 98 | $14.0K | 0.04% | +98 | New |
| Strengthening Families & Communities, LLC | 97 | $14.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 95 | $13.6K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 94 | $13.4K | 0.31% | +94 | New |
| Avalon Trust Co | 90 | $12.9K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $12.9K | 0.01% | +90 | New |
| Salem Investment Counselors Inc | 89 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 88 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $12.4K | 0.00% | +87 | New |
| Cornerstone Planning Group LLC | 82 | $12.3K | 0.00% | −10−10.9% | Reduced |
| Dunhill Financial, LLC | 82 | $11.7K | 0.01% | +17+26.2% | Added |
| JNBA Financial Advisors | 76 | $10.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 75 | $10.7K | 0.01% | +75 | New |
| Aspetuck Financial Management LLC | 75 | $10.7K | 0.01% | +75 | New |
| Synergy Financial Management, LLC | 71 | $10.7K | 0.00% | +71 | New |
| Horizon Bancorp Inc | 72 | $10.0K | 0.00% | −39−35.1% | Reduced |
| Harbor Capital Advisors, Inc. | 73 | $10.0K | 0.00% | +4+5.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 70 | $9.93K | 0.01% | +70 | New |
| Fortitude Family Office, LLC | 66 | $9.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 65 | $9.29K | 0.00% | −100−60.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 65 | $9.29K | 0.00% | +65 | New |
| Solstein Capital, LLC | 64 | $9.15K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 66 | $9.00K | 0.00% | −4−5.7% | Reduced |
| VSM Wealth Advisory, LLC | 60 | $8.58K | 0.00% | +60 | New |
| Center for Financial Planning, Inc. | 59 | $8.44K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $8.22K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 54 | $7.97K | 0.00% | +54 | New |
| Investment Management Corp | 53 | $7.59K | 0.01% | +53 | New |
| Fourth Dimension Wealth, LLC | 0 | $7.43K | 0.00% | 0 | New |
| Bangor Savings Bank | 51 | $7.29K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $7.29K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 50 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.15K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $7.15K | 0.00% | +50 | New |
| WPG Advisers, LLC | 50 | $7.15K | 0.01% | +50 | New |
| Eagle Bay Advisors LLC | 49 | $7.01K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $6.91K | 0.00% | +14+41.2% | Added |
| Sachetta, LLC | 48 | $6.86K | 0.00% | −81−62.8% | Reduced |
| Transce3nd, LLC | 48 | $6.86K | 0.00% | +48 | New |
| Quent Capital, LLC | 46 | $6.58K | 0.00% | +4+9.5% | Added |
| West Paces Advisors Inc. | 45 | $6.43K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 44 | $6.36K | 0.00% | +12+37.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $6.29K | 0.01% | +44 | New |
| Proffitt & Goodson Inc | 43 | $6.15K | 0.00% | −32−42.7% | Reduced |
| Cetera Trust Company, N.A | 41 | $5.86K | 0.00% | +41 | New |
| Horizon Financial Services, LLC | 40 | $5.72K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 39 | $5.58K | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 38 | $5.43K | 0.00% | +38 | New |
| Creative Financial Designs Inc | 37 | $5.29K | 0.00% | −27−42.2% | Reduced |
| Laurel Wealth Advisors LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $5.00K | 0.00% | −2−5.6% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.94K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 32 | $4.58K | 0.00% | +32 | New |
| Sterling Capital Management LLC | 30 | $4.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $3.86K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $3.72K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $3.58K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $3.58K | 0.00% | +25 | New |
| Park Place Capital Corp | 24 | $3.43K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 24 | $3.43K | 0.00% | +24 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $3.27K | 0.00% | +14+175.0% | Added |
| New Millennium Group LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $3.00K | 0.00% | −4−16.0% | Reduced |
| Redwood Park Advisors LLC | 20 | $2.86K | 0.00% | +20 | New |
| Robinswood Financial LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 20 | $2.86K | 0.00% | +20 | New |
| Fortis Group Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $2.64K | 0.00% | +8+80.0% | Added |
| Motco | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 17 | $2.43K | 0.00% | +17 | New |
| Capital A Wealth Management, LLC | 16 | $2.29K | 0.00% | +16 | New |
| TFC Financial Management | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12 | $2.00K | 0.00% | +12 | New |
| Geneos Wealth Management Inc. | 13 | $1.86K | 0.00% | −5−27.8% | Reduced |
| 1620 Investment Advisors, Inc. | 13 | $1.86K | 0.00% | +6+85.7% | Added |
| Menard Financial Group LLC | 13 | $1.86K | 0.00% | +13 | New |
| High Note Wealth, LLC | 13 | $1.86K | 0.00% | +13 | New |
| Hollencrest Capital Management | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $1.57K | 0.00% | +11 | New |