| Sfam, LLC | 60 | $17.4K | 0.02% | +60 | New |
| Westfuller Advisors, LLC | 60 | $17.4K | 0.01% | +16+36.4% | Added |
| Raffa Wealth Management, LLC | 61 | $17.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 64 | $18.6K | 0.00% | +64 | New |
| Comprehensive Financial Planning, Inc. | 64 | $18.6K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 65 | $18.9K | 0.00% | −1−1.5% | Reduced |
| WealthCollab, LLC | 65 | $18.9K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 65 | $18.9K | 0.01% | +65 | New |
| Quattro Advisors LLC | 66 | $19.2K | 0.02% | +66 | New |
| GPS Wealth Strategies Group, LLC | 67 | $19.3K | 0.02% | −529−88.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 67 | $19.4K | 0.02% | −29−30.2% | Reduced |
| Armstrong Advisory Group, Inc | 67 | $19.4K | 0.00% | −16−19.3% | Reduced |
| Insight Financial Services | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 70 | $20.3K | 0.00% | +4+6.1% | Added |
| Sachetta, LLC | 71 | $20.6K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 73 | $21.2K | 0.01% | +73 | New |
| DHJJ Financial Advisors, Ltd. | 75 | $21.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 79 | $22.9K | 0.01% | +20+33.9% | Added |
| Basepoint Wealth LLC | 79 | $23.1K | 0.01% | +79 | New |
| Swiss Re Ltd | 80 | $23.2K | 0.00% | +80 | New |
| Key Capital Management, INC | 80 | $23.2K | 0.02% | +80 | New |
| Solstein Capital, LLC | 81 | $23.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 87 | $25.2K | 0.00% | +2+2.4% | Added |
| Kemnay Advisory Services Inc. | 88 | $25.5K | 0.00% | +88 | New |
| Mascoma Wealth Management LLC | 90 | $26.1K | 0.01% | +4+4.7% | Added |
| Red Tortoise LLC | 91 | $26.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $26.9K | 0.01% | +2+2.2% | Added |
| Osterweis Capital Management Inc | 96 | $27.8K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 97 | $27.9K | 0.00% | +97 | New |
| ESL Trust Services, LLC | 100 | $29.0K | 0.01% | −9−8.3% | Reduced |
| Lavaca Capital LLC | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 103 | $29.9K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 108 | $31.3K | 0.01% | +2+1.9% | Added |
| Entrust Financial LLC | 108 | $31.4K | 0.02% | +108 | New |
| New England Capital Financial Advisors LLC | 110 | $31.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 119 | $34.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 120 | $34.8K | 0.03% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 120 | $34.8K | 0.01% | +120 | New |
| YANKCOM Partnership | 121 | $35.1K | 0.01% | +8+7.1% | Added |
| Navalign, LLC | 121 | $35.1K | 0.01% | +121 | New |
| Vision Retirement, LLC | 125 | $36.3K | 0.01% | +125 | New |
| Hughes Financial Services, LLC | 126 | $36.5K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 127 | $36.8K | 0.02% | +127 | New |
| CDKV Holdings LLC | 129 | $37.4K | 0.03% | +129 | New |
| Optima Capital LLC | 130 | $37.7K | 0.02% | +130 | New |
| Harbor Asset Planning, Inc. | 130 | $37.7K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 133 | $38.6K | 0.02% | −4−2.9% | Reduced |
| Laurel Wealth Advisors LLC | 138 | $40.0K | 0.01% | +138 | New |
| BOK Financial Private Wealth, Inc. | 139 | $40.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 140 | $40.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $40.9K | 0.01% | −4−2.8% | Reduced |
| American National Bank | 141 | $40.9K | 0.00% | +3+2.2% | Added |
| Clayton Financial Group LLC | 141 | $40.9K | 0.02% | +41+41.0% | Added |
| Tucker Asset Management LLC | 143 | $41.5K | 0.01% | +143 | New |
| Sarver Vrooman Wealth Advisors | 145 | $42.1K | 0.03% | −89−38.0% | Reduced |
| Merited Wealth, LLC | 149 | $43.2K | 0.04% | +149 | New |
| Duncker Streett & Co Inc | 149 | $43.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 150 | $43.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $43.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $43.5K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 150 | $43.5K | 0.02% | +2+1.4% | Added |
| Walsh & Associates, LLC | 150 | $43.5K | 0.04% | +150 | New |
| Colonial Trust Advisors | 160 | $46.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 161 | $46.7K | 0.00% | −20−11.0% | Reduced |
| High Point Wealth Management, LLC | 162 | $46.9K | 0.04% | +162 | New |
| Park Place Capital Corp | 162 | $47.0K | 0.01% | −3−1.8% | Reduced |
| Fourth Dimension Wealth, LLC | 165 | $47.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 165 | $48.0K | 0.00% | +18+12.2% | Added |
| Ogorek Anthony Joseph | 169 | $49.0K | 0.01% | −27−13.8% | Reduced |
| Trust Co | 172 | $49.9K | 0.00% | +28+19.4% | Added |
| SJS Investment Consulting Inc. | 175 | $50.8K | 0.01% | +24+15.9% | Added |
| Toth Financial Advisory Corp | 178 | $51.6K | 0.01% | +7+4.1% | Added |
| Kennebec Savings Bank | 179 | $51.9K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 185 | $52.2K | 0.01% | +166+873.7% | Added |
| Asset Planning,Inc | 184 | $53.3K | 0.04% | +1+0.5% | Added |
| Wealth Watch Advisors, INC | 186 | $54.0K | 0.02% | −25−11.8% | Reduced |
| Sound Income Strategies, LLC | 204 | $55.1K | 0.00% | +67+48.9% | Added |
| Strategic Investment Solutions, Inc. | 192 | $55.7K | 0.01% | +1+0.5% | Added |
| Ares Financial Consulting, LLC | 195 | $56.5K | 0.05% | +195 | New |
| Vestor Capital, LLC | 1,312 | $58.0K | 0.00% | +1,112+556.0% | Added |
| Knights of Columbus Asset Advisors LLC | 200 | $58.0K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $58.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $58.0K | 0.01% | +118+143.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 202 | $58.6K | 0.02% | +115+132.2% | Added |
| Bogart Wealth, LLC | 204 | $59.2K | 0.00% | −8−3.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 204 | $59.2K | 0.01% | +204 | New |
| Reyes Financial Architecture, Inc. | 205 | $59.5K | 0.04% | +5+2.5% | Added |
| Private Wealth Management Group, LLC | 205 | $59.5K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 209 | $60.6K | 0.01% | +18+9.4% | Added |
| Wolff Wiese Magana LLC | 212 | $61.5K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 213 | $61.8K | 0.00% | +28+15.1% | Added |
| Piscataqua Savings Bank | 218 | $63.2K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 219 | $63.5K | 0.00% | +22+11.2% | Added |
| Reflection Asset Management | 219 | $63.5K | 0.05% | +219 | New |
| UMA Financial Services, Inc. | 221 | $64.1K | 0.01% | −20−8.3% | Reduced |
| Country Trust Bank | 225 | $65.3K | 0.00% | 00.0% | Unchanged |