| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 1 | $216 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $646 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $647 | 0.00% | −1−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $647 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $762 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $863 | 0.00% | +1+33.3% | Added |
| Continuum Advisory, LLC | 4 | $891 | 0.00% | +4 | New |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Avion Wealth | 2 | $1.00K | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.08K | 0.00% | −51−91.1% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.08K | 0.00% | −1−16.7% | Reduced |
| True Wealth Design, LLC | 5 | $1.08K | 0.00% | +2+66.7% | Added |
| USA Financial Portformulas Corp | 6 | $1.29K | 0.00% | −36−85.7% | Reduced |
| Fairman Group, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $1.29K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $1.51K | 0.00% | +7 | New |
| Atwood & Palmer Inc | 8 | $1.62K | 0.00% | −41,588−100.0% | Reduced |
| Aspire Private Capital, LLC | 8 | $1.73K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | −659−98.2% | Reduced |
| Valley National Advisers Inc | 13 | $2.00K | 0.00% | −3−18.8% | Reduced |
| Sofos Investments, Inc. | 10 | $2.03K | 0.00% | +5+100.0% | Added |
| Byrne Asset Management LLC | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10 | $2.16K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $2.31K | 0.00% | −12−52.2% | Reduced |
| Planning Capital Management Corp | 11 | $2.37K | 0.00% | −25−69.4% | Reduced |
| Hollencrest Capital Management | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.80K | 0.00% | −2−13.3% | Reduced |
| Kozak & Associates, Inc. | 14 | $3.22K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $3.23K | 0.00% | −15−50.0% | Reduced |
| Tidemark, LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $3.23K | 0.00% | +7+87.5% | Added |
| Winch Advisory Services, LLC | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $3.45K | 0.00% | −1−5.9% | Reduced |
| Cornerstone Planning Group LLC | 16 | $3.48K | 0.00% | −58−78.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 17 | $3.67K | 0.00% | −7−29.2% | Reduced |
| Register Financial Advisors LLC | 19 | $4.10K | 0.00% | +19 | New |
| First United Bank Trust | 20 | $4.31K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $4.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $4.31K | 0.00% | +20 | New |
| Sugarloaf Wealth Management, LLC | 22 | $4.74K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 23 | $4.96K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $4.96K | 0.00% | +6+35.3% | Added |
| AdvisorNet Financial, Inc | 24 | $5.17K | 0.00% | −26−52.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 24 | $5.18K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $5.39K | 0.00% | −41−62.1% | Reduced |
| Raffa Wealth Management, LLC | 25 | $5.39K | 0.00% | −6−19.4% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $5.39K | 0.00% | +20+400.0% | Added |
| Eagle Bay Advisors LLC | 26 | $5.61K | 0.00% | +17+188.9% | Added |
| Bruce G. Allen Investments, LLC | 27 | $5.82K | 0.00% | −9−25.0% | Reduced |
| Hantz Financial Services, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 28 | $6.04K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 29 | $6.25K | 0.00% | −7−19.4% | Reduced |
| Tower View Investment Management & Research LLC | 29 | $6.25K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 30 | $6.47K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $6.47K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 30 | $6.47K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $6.90K | 0.00% | +32 | New |
| Dynamic Wealth Strategies, LLC | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 33 | $7.09K | 0.00% | +33 | New |
| AllSquare Wealth Management LLC | 33 | $7.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $7.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 39 | $8.41K | 0.00% | −46−54.1% | Reduced |
| Tortoise Investment Management, LLC | 40 | $8.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $8.84K | 0.00% | −30−42.3% | Reduced |
| Pinnacle Bancorp, Inc. | 45 | $9.70K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 45 | $9.70K | 0.00% | +5+12.5% | Added |
| West Oak Capital, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $10.3K | 0.00% | +18+60.0% | Added |
| Stephenson National Bank & Trust | 48 | $10.3K | 0.00% | +48 | New |
| Retirement Group, LLC | 49 | $10.6K | 0.00% | −10−16.9% | Reduced |
| McIlrath & Eck, LLC | 49 | $10.6K | 0.00% | −1−2.0% | Reduced |
| Chesapeake Asset Management LLC | 50 | $10.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $10.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 51 | $11.0K | 0.00% | −67−56.8% | Reduced |
| Ronald Blue Trust, Inc. | 51 | $11.0K | 0.00% | −63−55.3% | Reduced |
| Roble, Belko & Company, Inc | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $12.0K | 0.00% | +4+8.0% | Added |
| ZRC Wealth Management, LLC | 58 | $12.5K | 0.01% | +28+93.3% | Added |
| Rakuten Securities, Inc. | 59 | $12.7K | 0.01% | +10+20.4% | Added |
| JFS Wealth Advisors, LLC | 63 | $13.6K | 0.00% | −16−20.3% | Reduced |
| MV Capital Management, Inc. | 63 | $13.6K | 0.00% | −8−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $13.6K | 0.00% | −3−4.5% | Reduced |
| Indiana Trust & Investment Management CO | 65 | $14.0K | 0.01% | −80−55.2% | Reduced |
| First Community Trust NA | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 65 | $14.0K | 0.01% | +65 | New |
| EnRich Financial Partners LLC | 66 | $14.2K | 0.01% | +66 | New |
| Venturi Wealth Management, LLC | 68 | $14.7K | 0.00% | −1−1.4% | Reduced |
| Versant Capital Management, Inc | 69 | $14.9K | 0.00% | −3−4.2% | Reduced |
| West Paces Advisors Inc. | 70 | $15.1K | 0.00% | −1−1.4% | Reduced |
| Grove Bank & Trust | 71 | $15.3K | 0.00% | 00.0% | Unchanged |