| Raffa Wealth Management, LLC | 51 | $27.9K | 0.01% | −20−28.2% | Reduced |
| Financial Perspectives, Inc | 50 | $27.5K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $27.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $27.3K | 0.02% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $27.3K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $27.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56,745 | $26.2K | 0.02% | +56,686+96,078.0% | Added |
| Tidemark, LLC | 48 | $26.1K | 0.01% | −15−23.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 46 | $25.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 45 | $25.0K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 44 | $24.0K | 0.01% | +44 | New |
| Medallion Wealth Advisors, LLC | 42 | $23.0K | 0.01% | +30+250.0% | Added |
| Binnacle Investments Inc | 42 | $22.9K | 0.02% | +42 | New |
| Cherry Tree Wealth Management, LLC | 40 | $21.9K | 0.01% | +15+60.0% | Added |
| Quest Partners LLC | 40 | $21.9K | 0.00% | +40 | New |
| Compass Planning Associates Inc | 40 | $21.8K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 38 | $20.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 37 | $20.2K | 0.01% | +27+270.0% | Added |
| Quest 10 Wealth Builders, Inc. | 36 | $19.8K | 0.02% | +8+28.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $19.0K | 0.01% | +6+20.7% | Added |
| First Community Trust NA | 34 | $18.6K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 34 | $18.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 33 | $18.0K | 0.01% | −21−38.9% | Reduced |
| Graney & King, LLC | 33 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 32 | $17.6K | 0.01% | −7−17.9% | Reduced |
| Bank & Trust Co | 32 | $17.5K | 0.01% | −33−50.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 30 | $16.4K | 0.00% | +30 | New |
| REAP Financial Group, LLC | 30 | $16.4K | 0.00% | +30 | New |
| Center for Financial Planning, Inc. | 28 | $15.3K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 28 | $15.3K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $15.0K | 0.01% | +24+800.0% | Added |
| Red Tortoise LLC | 27 | $14.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $14.2K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 26 | $14.2K | 0.00% | +20+333.3% | Added |
| South Plains Financial, Inc. | 26 | $14.2K | 0.01% | +20+333.3% | Added |
| Penserra Capital Management LLC | 27 | $14.0K | 0.00% | −796−96.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $13.7K | 0.00% | −1−3.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $13.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $13.7K | 0.00% | +25 | New |
| Semmax Financial Advisors Inc. | 23 | $13.2K | 0.00% | +2+9.5% | Added |
| Archer Investment Corp | 24 | $13.1K | 0.00% | +9+60.0% | Added |
| Harbor Capital Advisors, Inc. | 23 | $13.0K | 0.00% | +3+15.0% | Added |
| ZRC Wealth Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 19 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $10.4K | 0.00% | +19 | New |
| Dixon Mitchell Investment Counsel Inc. | 17 | $9.29K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 17 | $9.29K | 0.01% | +17 | New |
| Chesapeake Asset Management LLC | 16 | $8.78K | 0.01% | +10+166.7% | Added |
| New England Capital Financial Advisors LLC | 15 | $8.20K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 15 | $8.19K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $8.19K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $8.19K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 15 | $8.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $7.75K | 0.01% | +7+87.5% | Added |
| Stephens Consulting, LLC | 14 | $7.65K | 0.00% | −31−68.9% | Reduced |
| Legacy Wealth Managment, LLC | 13 | $7.10K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $7.10K | 0.01% | +4+44.4% | Added |
| HFM Investment Advisors, LLC | 13 | $7.10K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 12 | $6.58K | 0.00% | +12 | New |
| Syntax Research, Inc. | 12 | $6.56K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 12 | $6.56K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 12 | $6.55K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 12 | $6.55K | 0.01% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $6.01K | 0.00% | +11 | New |
| Winnow Wealth LLC | 11 | $5.67K | 0.01% | +4+57.1% | Added |
| Pflug Koory, LLC | 10 | $5.46K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 9 | $5.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $4.92K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 9 | $4.92K | 0.00% | +9 | New |
| Synergy Investment Management, LLC | 8 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $3.82K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $3.82K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 7 | $3.82K | 0.07% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $3.30K | 0.19% | −4−40.0% | Reduced |
| Contravisory Investment Management, Inc. | 6 | $3.28K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $2.92K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5 | $2.73K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $2.73K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $2.73K | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 4 | $2.19K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $1.64K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 3 | $1.64K | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.29K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $1.09K | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 1 | $564 | 0.00% | +1 | New |
| Bridge Generations Wealth Management LLC | 1 | $547 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $546 | 0.00% | −473−99.8% | Reduced |
| Logan Capital Management Inc | 1 | $546 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −855,074−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −176,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −154,089−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −117,885−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
