| Summit Wealth Group, LLC | 69,020 | $0 | 0.00% | +69,020 | New |
| EP Wealth Advisors, LLC | 39,500 | $71 | 0.00% | +32,822+491.5% | Added |
| 25 LLC | 2 | $654 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $885 | 0.00% | −53,050−100.0% | Reduced |
| Tfo-TDC, LLC | 3 | $981 | 0.00% | −1−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −9−81.8% | Reduced |
| Baldrige Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Costello Asset Management, INC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $1.96K | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 7 | $2.29K | 0.00% | +2+40.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.62K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 8 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 327 | $2.74K | 0.12% | −16−4.7% | Reduced |
| Copeland Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.27K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $3.60K | 0.00% | −34−75.6% | Reduced |
| Richard W. Paul & Associates, LLC | 13 | $4.25K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 14 | $4.58K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 14 | $4.63K | 0.00% | −302−95.6% | Reduced |
| Macroview Investment Management LLC | 15 | $4.91K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 35 | $5.00K | 0.07% | −499−93.4% | Reduced |
| Simplex Trading, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 17 | $5.56K | 0.00% | +17 | New |
| Grey Fox Wealth Advisors, LLC | 17 | $5.59K | 0.00% | +4+30.8% | Added |
| Red Tortoise LLC | 18 | $5.89K | 0.00% | −175−90.7% | Reduced |
| PayPay Securities Corp | 18 | $5.89K | 0.39% | −13−41.9% | Reduced |
| Column Capital Advisors, LLC | 18 | $5.89K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $6.21K | 0.00% | −19−50.0% | Reduced |
| Piscataqua Savings Bank | 20 | $6.54K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $6.54K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $6.54K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $7.52K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 24 | $7.85K | 0.01% | −12−33.3% | Reduced |
| Avion Wealth | 24 | $8.00K | 0.00% | +2+9.1% | Added |
| Bangor Savings Bank | 25 | $8.18K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $8.18K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 26 | $8.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $8.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $8.94K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 31 | $10.0K | 0.00% | −40,000−99.9% | Reduced |
| Sturgeon Ventures LLP | 33 | $10.8K | 0.02% | +33 | New |
| First Community Trust NA | 34 | $11.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $11.1K | 0.01% | +34 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $11.4K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 35 | $11.4K | 0.00% | +35 | New |
| Winch Advisory Services, LLC | 36 | $12.0K | 0.00% | +1+2.9% | Added |
| Retirement Group, LLC | 36 | $12.0K | 0.01% | +29+414.3% | Added |
| West Branch Capital LLC | 39 | $12.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 40 | $13.1K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 41 | $13.3K | 0.00% | +16+64.0% | Added |
| Schubert & Co | 43 | $14.1K | 0.01% | −7−14.0% | Reduced |
| Advisors Preferred, LLC | 44 | $14.4K | 0.00% | +44 | New |
| Albion Financial Group | 45 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $15.0K | 0.00% | −44−48.9% | Reduced |
| Toth Financial Advisory Corp | 46 | $15.0K | 0.00% | +46 | New |
| RFP Financial Group LLC | 49 | $16.0K | 0.02% | −264−84.3% | Reduced |
| Abound Wealth Management | 49 | $16.0K | 0.01% | +16+48.5% | Added |
| Cambridge Trust Co | 50 | $16.4K | 0.00% | −208−80.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 50 | $16.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $16.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $16.5K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 52 | $16.9K | 0.01% | −1−1.9% | Reduced |
| Ahrens Investment Partners LLC | 55 | $17.9K | 0.01% | +55 | New |
| Stone House Investment Management, LLC | 55 | $18.1K | 0.01% | +55 | New |
| Activest Wealth Management | 59 | $18.9K | 0.01% | −868−93.6% | Reduced |
| McIlrath & Eck, LLC | 58 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 57 | $19.0K | 0.00% | +6+11.8% | Added |
| Accel Wealth Management | 59 | $19.2K | 0.01% | +1+1.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 60 | $19.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 60 | $19.6K | 0.00% | +60 | New |
| Acima Private Wealth, LLC | 62 | $20.3K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 63 | $20.5K | 0.01% | +1+1.6% | Added |
| JJJ Advisors Inc. | 61 | $20.6K | 0.01% | −2−3.2% | Reduced |
| WR Wealth Planners, LLC | 63 | $20.6K | 0.01% | +63 | New |
| Worth Asset Management, LLC | 70 | $22.9K | 0.02% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 72 | $24.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 76 | $24.9K | 0.02% | +76 | New |
| IAG Wealth Partners, LLC | 77 | $25.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 77 | $25.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 79 | $26.0K | 0.00% | −214−73.0% | Reduced |
| Tower View Investment Management & Research LLC | 78 | $26.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $27.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 85 | $28.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $29.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 89 | $29.1K | 0.00% | +4+4.7% | Added |
| West Paces Advisors Inc. | 94 | $30.7K | 0.01% | +7+8.0% | Added |
| Y.D. More Investments Ltd | 95 | $31.1K | 0.01% | +46+93.9% | Added |
