| Curio Wealth, LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Bridge Generations Wealth Management LLC | 1 | $708 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $708 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $1.42K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 3 | $2.12K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $2.12K | 0.00% | +3 | New |
| Proathlete Wealth Management LLC | 3 | $2.12K | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $2.12K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 4 | $2.83K | 0.00% | +4 | New |
| Pacifica Partners Inc. | 5 | $3.45K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $3.54K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5 | $3.54K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $3.80K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $4.25K | 0.21% | 00.0% | Unchanged |
| Team Financial Group, LLC | 6 | $4.26K | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 6 | $4.31K | 0.00% | −10−62.5% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $4.95K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 7 | $4.95K | 0.08% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 9 | $6.37K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $6.37K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $6.37K | 0.00% | +9 | New |
| Darwin Advisors, LLC | 9 | $6.43K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $7.08K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 10 | $7.08K | 0.01% | +10 | New |
| Hughes Financial Services, LLC | 11 | $7.97K | 0.00% | −1−8.3% | Reduced |
| BFSG, LLC | 12 | $8.49K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $8.49K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 12 | $8.49K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $9.20K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 13 | $9.20K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 13 | $9.20K | 0.00% | +13 | New |
| Harbor Asset Planning, Inc. | 14 | $9.91K | 0.01% | +14 | New |
| Investment Management Corp | 15 | $10.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $11.3K | 0.00% | +3+23.1% | Added |
| YANKCOM Partnership | 17 | $12.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 17 | $12.0K | 0.00% | +3+21.4% | Added |
| Midwest Capital Advisors, LLC | 19 | $13.4K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 20 | $14.2K | 0.05% | −310−93.9% | Reduced |
| Godsey & Gibb Associates | 20 | $14.2K | 0.00% | −34−63.0% | Reduced |
| Anfield Capital Management, LLC | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $14.2K | 0.01% | +5+33.3% | Added |
| Legend Financial Advisors, Inc. | 20 | $14.2K | 0.01% | +20 | New |
| ZRC Wealth Management, LLC | 20 | $14.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 21 | $14.9K | 0.01% | +1+5.0% | Added |
| True Wealth Design, LLC | 21 | $15.1K | 0.01% | −6−22.2% | Reduced |
| Atlas Capital Advisors LLC | 22 | $15.6K | 0.00% | −269−92.4% | Reduced |
| Piscataqua Savings Bank | 24 | $17.0K | 0.01% | +9+60.0% | Added |
| HighMark Wealth Management LLC | 24 | $17.0K | 0.01% | +12+100.0% | Added |
| Bare Financial Services, Inc | 24 | $17.0K | 0.01% | +19+380.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $17.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $17.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $17.7K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $17.7K | 0.00% | +25 | New |
| Archer Investment Corp | 25 | $17.8K | 0.00% | +1+4.2% | Added |
| Penserra Capital Management LLC | 27 | $19.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $19.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28 | $19.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 31 | $21.9K | 0.01% | +6+24.0% | Added |
| BOK Financial Private Wealth, Inc. | 31 | $21.9K | 0.00% | −72−69.9% | Reduced |
| Bank & Trust Co | 32 | $22.6K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 32 | $22.8K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 60 | $23.2K | 0.26% | −67−52.8% | Reduced |
| Transce3nd, LLC | 33 | $23.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $23.4K | 0.01% | +33 | New |
| Copeland Capital Management, LLC | 34 | $24.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $24.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 34 | $24.1K | 0.01% | +34 | New |
| WestEnd Advisors, LLC | 35 | $24.5K | 0.00% | −81,636−100.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 36 | $25.6K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $26.2K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 38 | $26.5K | 0.01% | +36+1,800.0% | Added |
| Bay Harbor Wealth Management, LLC | 38 | $26.8K | 0.01% | +3+8.6% | Added |
| Binnacle Investments Inc | 39 | $27.6K | 0.02% | −3−7.1% | Reduced |
| Medallion Wealth Advisors, LLC | 40 | $28.3K | 0.01% | −2−4.8% | Reduced |
| Compass Planning Associates Inc | 40 | $28.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $28.3K | 0.01% | −47−54.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 40 | $28.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 41 | $29.0K | 0.00% | −32−43.8% | Reduced |
| Atlantic Trust, LLC | 44 | $31.1K | 0.01% | +44 | New |
| Gitterman Wealth Management, LLC | 49 | $34.9K | 0.01% | −629−92.8% | Reduced |
| Main Street Group, LTD | 50 | $35.4K | 0.01% | −8−13.8% | Reduced |
| First United Bank Trust | 50 | $35.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $35.4K | 0.02% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $35.4K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $35.4K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $35.4K | 0.02% | −56,695−99.9% | Reduced |
| Graney & King, LLC | 50 | $35.4K | 0.02% | +17+51.5% | Added |
| Financial Perspectives, Inc | 50 | $35.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 52 | $36.6K | 0.01% | +4+8.3% | Added |
| Park Place Capital Corp | 52 | $36.7K | 0.01% | −30−36.6% | Reduced |
| First Financial Corp | 54 | $38.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 54 | $38.2K | 0.02% | +17+45.9% | Added |
| MeadowBrook Investment Advisors LLC | 55 | $38.9K | 0.04% | +55 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $39.6K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 57 | $40.7K | 0.02% | −5−8.1% | Reduced |
| Avion Wealth | 59 | $41.0K | 0.01% | +14+31.1% | Added |