| Dogwood Wealth Management LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| McMahon Financial Advisors, LLC | 1 | $495 | 0.00% | −3−75.0% | Reduced |
| First Personal Financial Services | 1 | $496 | 0.00% | −59−98.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2 | $1.17K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.36K | 0.00% | +2+200.0% | Added |
| Thompson Investment Management, Inc. | 3 | $1.49K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $1.98K | 0.00% | −11−73.3% | Reduced |
| Westend Capital Management, LLC | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $2.48K | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $2.48K | 0.00% | +5 | New |
| Contravisory Investment Management, Inc. | 6 | $2.97K | 0.00% | +6 | New |
| Slocum, Gordon & Co LLP | 7 | $3.46K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $3.47K | 0.31% | −7−50.0% | Reduced |
| Horizons Wealth Management | 7 | $3.47K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $3.47K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $3.57K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $3.57K | 0.00% | +6 | New |
| Global Wealth Strategies & Associates | 9 | $4.46K | 0.00% | +9 | New |
| Ridgewood Investments LLC | 10 | $4.95K | 0.00% | −1,500−99.3% | Reduced |
| Pflug Koory, LLC | 10 | $4.95K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 11 | $5.32K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $5.94K | 0.00% | +12 | New |
| Syntax Research, Inc. | 12 | $5.94K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $6.44K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 14 | $6.93K | 0.01% | −44−75.9% | Reduced |
| Piscataqua Savings Bank | 15 | $7.43K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $7.43K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $7.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 15 | $7.43K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $7.43K | 0.00% | +15 | New |
| Pineridge Advisors LLC | 16 | $7.92K | 0.00% | −27−62.8% | Reduced |
| Stephenson National Bank & Trust | 17 | $8.42K | 0.00% | +17 | New |
| Creekmur Asset Management LLC | 18 | $8.91K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 19 | $9.41K | 0.01% | +19 | New |
| Fairscale Capital, LLC | 20 | $9.90K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $9.90K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 20 | $9.90K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $9.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 21 | $10.0K | 0.00% | +21 | New |
| Financial Network Wealth Advisors LLC | 21 | $10.4K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 22 | $10.9K | 0.00% | +22 | New |
| HBC Financial Services, PLLC | 24 | $12.0K | 0.01% | +14+140.0% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $12.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $12.4K | 0.01% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $12.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $13.0K | 0.00% | −340,177−100.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $13.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 27 | $13.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $13.9K | 0.01% | −7−20.0% | Reduced |
| Center for Financial Planning, Inc. | 28 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $14.1K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 25 | $14.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 26 | $15.5K | 0.00% | −26−50.0% | Reduced |
| Albion Financial Group | 33 | $16.3K | 0.00% | −15−31.3% | Reduced |
| Toth Financial Advisory Corp | 33 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $16.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $16.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $17.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $20.0K | 0.01% | +4+10.8% | Added |
| Cornerstone Planning Group LLC | 40 | $20.7K | 0.01% | +2+5.3% | Added |
| CVA Family Office, LLC | 42 | $20.8K | 0.00% | +1+2.4% | Added |
| Horizon Financial Services, LLC | 45 | $22.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 46 | $22.8K | 0.01% | +46 | New |
| Avenir Tech Ltd | 50 | $24.8K | 0.11% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $24.8K | 0.02% | +50 | New |
| First United Bank Trust | 50 | $24.8K | 0.01% | −12−19.4% | Reduced |
| Main Street Group, LTD | 50 | $24.8K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $24.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $25.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $25.4K | 0.02% | +3+6.3% | Added |
| Morton Brown Family Wealth, LLC | 52 | $25.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 54 | $26.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $27.2K | 0.00% | −11−16.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $29.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $29.8K | 0.01% | −1−1.6% | Reduced |
| Godsey & Gibb Associates | 61 | $30.2K | 0.00% | −14−18.7% | Reduced |
| McIlrath & Eck, LLC | 61 | $30.2K | 0.00% | +5+8.9% | Added |
| West Branch Capital LLC | 61 | $30.2K | 0.01% | +61 | New |
| Tidemark, LLC | 62 | $31.0K | 0.01% | −1−1.6% | Reduced |
| DT Investment Partners, LLC | 63 | $31.2K | 0.00% | +33+110.0% | Added |
| Sound Income Strategies, LLC | 63 | $31.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 65 | $32.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $34.2K | 0.01% | −20−22.5% | Reduced |
| Bank & Trust Co | 69 | $34.2K | 0.03% | −18−20.7% | Reduced |
| Truvestments Capital LLC | 69 | $34.3K | 0.01% | +69 | New |
| BOK Financial Private Wealth, Inc. | 70 | $34.7K | 0.00% | −116−62.4% | Reduced |
| Flaharty Asset Management, LLC | 70 | $34.7K | 0.00% | +70 | New |
| Aspect Partners, LLC | 71 | $35.2K | 0.02% | +18+34.0% | Added |
| Country Trust Bank | 75 | $37.1K | 0.00% | +75 | New |
| Caldwell Sutter Capital, Inc. | 77 | $38.1K | 0.02% | −400−83.9% | Reduced |
| IAG Wealth Partners, LLC | 77 | $38.1K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 77 | $38.1K | 0.01% | +77 | New |
| Tower View Investment Management & Research LLC | 78 | $38.6K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 80 | $39.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $40.1K | 0.01% | −40−33.1% | Reduced |
| Atwood & Palmer Inc | 82 | $40.6K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 83 | $41.1K | 0.02% | −50−37.6% | Reduced |
