| Millstone Evans Group, LLC | 312 | $39.3K | 0.03% | +312 | New |
| Wiser Advisor Group LLC | 309 | $39.0K | 0.06% | +4+1.3% | Added |
| Game Plan Financial Advisors, LLC | 311 | $39.0K | 0.02% | −25−7.4% | Reduced |
| Ofi Invest Asset Management | 313 | $38.1K | 0.00% | +313 | New |
| ESL Trust Services, LLC | 300 | $37.8K | 0.01% | +300 | New |
| Sugar Maple Asset Management, LLC | 300 | $37.8K | 0.03% | +300 | New |
| Tidemark, LLC | 297 | $37.4K | 0.01% | +161+118.4% | Added |
| Financial Perspectives, Inc | 293 | $37.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 285 | $36.0K | 0.00% | +25+9.6% | Added |
| TruNorth Capital Management, LLC | 285 | $35.9K | 0.01% | −20−6.6% | Reduced |
| Abound Wealth Management | 283 | $35.7K | 0.01% | +41+16.9% | Added |
| Hopwood Financial Services, Inc. | 280 | $35.3K | 0.03% | +280 | New |
| Morton Brown Family Wealth, LLC | 276 | $34.8K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 12,036 | $34.6K | 0.01% | +93+0.8% | Added |
| Criterion Capital Advisors, LLC | 253 | $34.6K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 274 | $34.6K | 0.03% | +32+13.2% | Added |
| Whipplewood Advisors, LLC | 273 | $34.4K | 0.02% | +273 | New |
| Founders Capital Management | 270 | $34.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 271 | $34.0K | 0.01% | −169−38.4% | Reduced |
| Winnow Wealth LLC | 269 | $33.9K | 0.03% | +269 | New |
| FSA Wealth Management LLC | 262 | $33.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 262 | $33.0K | 0.01% | +262 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $31.5K | 0.01% | +250 | New |
| Financial Network Wealth Advisors LLC | 249 | $31.4K | 0.06% | −991−79.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 247 | $31.1K | 0.02% | +247 | New |
| Princeton Global Asset Management LLC | 246 | $31.0K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 247 | $30.9K | 0.03% | −305−55.3% | Reduced |
| Centerpoint Advisors, LLC | 239 | $30.0K | 0.01% | +2+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $29.9K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 237 | $29.9K | 0.03% | +237 | New |
| Gen-Wealth Partners Inc | 228 | $28.8K | 0.01% | −5−2.1% | Reduced |
| Fourth Dimension Wealth, LLC | 225 | $28.4K | 0.01% | +225 | New |
| Stephens Consulting, LLC | 223 | $28.1K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 222 | $28.0K | 0.02% | +1+0.5% | Added |
| PEAK6 LLC | 220 | $27.7K | 0.00% | +220 | New |
| Pacifica Partners Inc. | 222 | $27.5K | 0.01% | −15−6.3% | Reduced |
| Insight Financial Services | 216 | $27.2K | 0.02% | +151+232.3% | Added |
| Consultiva Wealth Management, Corp. | 215 | $27.1K | 0.14% | +215 | New |
| Painted Porch Advisors LLC | 211 | $26.6K | 0.01% | +195+1,218.8% | Added |
| Pinney & Scofield, Inc. | 211 | $26.6K | 0.02% | +211 | New |
| Salomon & Ludwin, LLC | 210 | $26.5K | 0.00% | −33−13.6% | Reduced |
| Front Row Advisors LLC | 210 | $26.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 210 | $26.4K | 0.01% | −30−12.5% | Reduced |
| Generali Investments, Management Co LLC | 205 | $25.9K | 0.01% | +205 | New |
| Eagle Bay Advisors LLC | 203 | $25.6K | 0.02% | −157−43.6% | Reduced |
| Guardian Wealth Management, Inc. | 203 | $25.6K | 0.02% | +3+1.5% | Added |
| Security National Bank | 200 | $25.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $25.2K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 200 | $25.2K | 0.02% | +200 | New |
| Horizon Bancorp Inc | 189 | $24.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 190 | $24.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 186 | $23.4K | 0.00% | −3−1.6% | Reduced |
| Modus Advisors, LLC | 182 | $22.9K | 0.01% | −9,034−98.0% | Reduced |
| WealthCollab, LLC | 181 | $22.8K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 180 | $22.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 177 | $22.3K | 0.04% | +66+59.5% | Added |
| Hager Investment Management Services, LLC | 175 | $22.1K | 0.01% | +175 | New |
| Kohmann Bosshard Financial Services, LLC | 168 | $21.2K | 0.00% | +168 | New |
| UMA Financial Services, Inc. | 168 | $21.2K | 0.00% | +168 | New |
| Hemington Wealth Management | 167 | $21.0K | 0.01% | +4+2.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 164 | $20.7K | 0.01% | −645−79.7% | Reduced |
| Red Tortoise LLC | 162 | $20.4K | 0.01% | +2+1.3% | Added |
| Cassady Schiller Wealth Management, LLC | 158 | $19.9K | 0.01% | +30+23.4% | Added |
| Prestige Wealth Management Group LLC | 154 | $19.4K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 150 | $18.9K | 0.00% | −36−19.4% | Reduced |
| Live Oak Investment Partners | – | $18.9K | 0.01% | – | – |
| Coston, McIsaac & Partners | 149 | $18.0K | 0.01% | +1+0.7% | Added |
| Cornerstone Planning Group LLC | 132 | $18.0K | 0.00% | +5+3.9% | Added |
| Clark Wealth Partners | 141 | $17.8K | 0.01% | +141 | New |
| Mendota Financial Group, LLC | 140 | $17.7K | 0.01% | −63−31.0% | Reduced |
| BFSG, LLC | 140 | $17.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $16.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 129 | $16.3K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $16.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 129 | $16.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 121 | $15.3K | 0.01% | +121 | New |
| Spectrum Wealth Counsel, LLC | 118 | $14.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 115 | $14.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 111 | $14.0K | 0.01% | −377−77.3% | Reduced |
| Hanson & Doremus Investment Management | 113 | $14.0K | 0.00% | +1+0.9% | Added |
| Curio Wealth, LLC | 110 | $13.9K | 0.01% | +110 | New |
| Thompson Investment Management, Inc. | 109 | $13.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 108 | $13.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 106 | $13.4K | 0.01% | +106 | New |
| AllSquare Wealth Management LLC | 104 | $13.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 103 | $13.0K | 0.00% | −64−38.3% | Reduced |
| Mascoma Wealth Management LLC | 100 | $12.6K | 0.00% | −110−52.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 100 | $12.6K | 0.01% | +100 | New |
| Aspetuck Financial Management LLC | 100 | $12.6K | 0.01% | +100 | New |
| Burkett Financial Services, LLC | 91 | $11.5K | 0.00% | +1+1.1% | Added |
| Ruedi Wealth Management, Inc. | 90 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $11.2K | 0.00% | −22−19.8% | Reduced |
| Vermillion Wealth Management, Inc. | 87 | $11.0K | 0.01% | +87 | New |
| Crewe Advisors LLC | 86 | $10.8K | 0.00% | −123−58.9% | Reduced |
| Gables Capital Management Inc. | 86 | $10.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 86 | $10.8K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 85 | $10.7K | 0.01% | +85 | New |
