| Householder Group Estate & Retirement Specialist, LLC | 479 | $75.0K | 0.02% | +3+0.6% | Added |
| Tyler-Stone Wealth Management | 475 | $74.6K | 0.04% | +3+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 455 | $71.5K | 0.01% | +10+2.2% | Added |
| SJS Investment Consulting Inc. | 449 | $70.6K | 0.02% | −22−4.7% | Reduced |
| Harvest Fund Management Co., Ltd | 436 | $69.0K | 0.01% | −672−60.6% | Reduced |
| Pacific Center for Financial Services | 418 | $65.7K | 0.02% | −10−2.3% | Reduced |
| Essex Investment Management Co LLC | 404 | $63.5K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 403 | $63.4K | 0.04% | +403 | New |
| Family CFO Inc | 400 | $62.9K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $62.3K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 396 | $62.3K | 0.07% | +394+19,700.0% | Added |
| Frank, Rimerman Advisors LLC | 395 | $62.1K | 0.01% | +395 | New |
| Macroview Investment Management LLC | 384 | $60.4K | 0.07% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 385 | $59.4K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 376 | $59.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 365 | $57.4K | 0.04% | −200−35.4% | Reduced |
| West Oak Capital, LLC | 362 | $57.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 362 | $57.0K | 0.01% | −10−2.7% | Reduced |
| FSA Wealth Management LLC | 355 | $56.0K | 0.03% | +355 | New |
| Valued Wealth Advisors LLC | 352 | $54.8K | 0.05% | +352 | New |
| Pension & Wealth Management Advisors, Inc. | 348 | $54.7K | 0.03% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 345 | $54.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 343 | $53.9K | 0.05% | −201,652−99.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 343 | $53.9K | 0.05% | +343 | New |
| Wiser Advisor Group LLC | 336 | $52.8K | 0.09% | +336 | New |
| First Financial Corp | 334 | $52.5K | 0.03% | +65+24.2% | Added |
| Tfo-TDC, LLC | 333 | $52.4K | 0.01% | −4−1.2% | Reduced |
| Northwest Capital Management Inc | 327 | $51.5K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 316 | $49.7K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 314 | $49.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 307 | $48.2K | 0.02% | +78+34.1% | Added |
| Morton Brown Family Wealth, LLC | 300 | $47.2K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 299 | $47.0K | 0.04% | −53−15.1% | Reduced |
| Financial Perspectives, Inc | 293 | $46.1K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 290 | $45.6K | 0.01% | −58−16.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 278 | $43.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 274 | $43.1K | 0.04% | +274 | New |
| Dunhill Financial, LLC | 272 | $42.8K | 0.04% | +272 | New |
| Criterion Capital Advisors, LLC | 266 | $41.8K | 0.03% | +266 | New |
| Gould Capital, LLC | 266 | $41.8K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 253 | $40.0K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 252 | $39.6K | 0.01% | +13+5.4% | Added |
| M&R Capital Management Inc | 248 | $39.0K | 0.01% | +47+23.4% | Added |
| GW&K Investment Management, LLC | 244 | $38.0K | 0.00% | +45+22.6% | Added |
| Plato Investment Management Ltd | 226 | $35.5K | 0.04% | +226 | New |
| Piscataqua Savings Bank | 218 | $34.3K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 218 | $34.2K | 0.01% | +21+10.7% | Added |
| GoalVest Advisory LLC | 217 | $34.1K | 0.02% | +18+9.0% | Added |
| HBC Financial Services, PLLC | 217 | $34.0K | 0.02% | +2+0.9% | Added |
| WealthCollab, LLC | 213 | $33.5K | 0.03% | +213 | New |
| Front Row Advisors LLC | 210 | $33.0K | 0.02% | −11−5.0% | Reduced |
| Hillsdale Investment Management Inc. | 204 | $32.1K | 0.00% | −580−74.0% | Reduced |
| Cornerstone Planning Group LLC | 204 | $32.1K | 0.01% | +10+5.2% | Added |
| Bourgeon Capital Management LLC | 200 | $31.4K | 0.01% | +200 | New |
| Security National Bank | 200 | $31.4K | 0.01% | +200 | New |
| Pineridge Advisors LLC | 199 | $31.3K | 0.01% | +199 | New |
| Guardian Wealth Management, Inc. | 193 | $30.4K | 0.03% | +2+1.0% | Added |
| Joseph Group Capital Management | 180 | $28.3K | 0.02% | +5+2.9% | Added |
| Northwest Financial Advisors | 179 | $28.2K | 0.02% | +179 | New |
| Life Planning Partners, Inc | 178 | $28.0K | 0.03% | +178 | New |
| Tennessee Valley Asset Management Partners | 167 | $26.3K | 0.01% | +167 | New |
| Winch Advisory Services, LLC | 167 | $26.2K | 0.01% | +2+1.2% | Added |
| Planning Capital Management Corp | 162 | $25.5K | 0.02% | +162 | New |
| Bell Investment Advisors, Inc | 157 | $24.7K | 0.01% | −36−18.7% | Reduced |
| Centennial Bank | 153 | $24.1K | 0.01% | +103+206.0% | Added |
| PrairieView Partners, LLC | 150 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 167 | $23.8K | 0.00% | −3−1.8% | Reduced |
| CGC Financial Services, LLC | 145 | $22.8K | 0.01% | +95+190.0% | Added |
| Hobbs Group Advisors, LLC | 144 | $22.6K | 0.01% | +144 | New |
| Coston, McIsaac & Partners | 146 | $22.0K | 0.01% | +1+0.7% | Added |
| Pingora Partners LLC | 135 | $21.2K | 0.02% | +135 | New |
| Tidemark, LLC | 134 | $21.0K | 0.01% | +134 | New |
| First Community Trust NA | 129 | $20.3K | 0.02% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $20.3K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 126 | $19.7K | 0.02% | +126 | New |
| Financial Freedom, LLC | 125 | $19.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $19.0K | 0.01% | +121 | New |
| Main Street Group, LTD | 116 | $18.2K | 0.01% | +116 | New |
| Spectrum Wealth Counsel, LLC | 113 | $17.8K | 0.00% | +113 | New |
| Annapolis Financial Services, LLC | 110 | $17.3K | 0.00% | −150−57.7% | Reduced |
| Thompson Investment Management, Inc. | 109 | $17.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 110 | $17.0K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 105 | $16.5K | 0.01% | +105 | New |
| AllSquare Wealth Management LLC | 104 | $16.4K | 0.01% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 102 | $16.0K | 0.01% | +102 | New |
| Duncker Streett & Co Inc | 100 | $15.7K | 0.00% | −28−21.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 89 | $14.0K | 0.01% | +10+12.7% | Added |
| Granite FO LLC | 87 | $13.7K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 87 | $13.7K | 0.01% | +87 | New |
| Gables Capital Management Inc. | 86 | $13.5K | 0.01% | +86 | New |
| Partnership Wealth Management, LLC | 92 | $13.1K | 0.01% | +92 | New |
| Tortoise Investment Management, LLC | 82 | $12.9K | 0.00% | −8−8.9% | Reduced |
| Citizens National Bank Trust Department | 80 | $12.6K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 79 | $12.4K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 75 | $11.8K | 0.01% | +75 | New |
| Signature Resources Capital Management, LLC | 74 | $11.6K | 0.01% | +74 | New |
| Eukles Asset Management | 73 | $11.5K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 71 | $11.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 71 | $11.2K | 0.00% | +50+238.1% | Added |
