| First United Bank Trust | 50 | $44.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $44.0K | 0.03% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $44.0K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $44.0K | 0.03% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 50 | $44.0K | 0.02% | +50 | New |
| Osbon Capital Management LLC | 48 | $42.2K | 0.04% | +48 | New |
| Seneschal Advisors, LLC | 47 | $41.3K | 0.03% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 44 | $38.7K | 0.04% | +44 | New |
| Ares Financial Consulting, LLC | 44 | $38.6K | 0.04% | +44 | New |
| Osterweis Capital Management Inc | 43 | $37.8K | 0.00% | +43 | New |
| True Wealth Design, LLC | 42 | $36.9K | 0.01% | −3−6.7% | Reduced |
| Joseph Group Capital Management | 42 | $36.9K | 0.01% | +42 | New |
| Caldwell Sutter Capital, Inc. | 40 | $35.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 40 | $35.2K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 39 | $34.3K | 0.03% | +39 | New |
| Park Square Financial Group, LLC | 59 | $33.8K | 0.20% | +18+43.9% | Added |
| New Millennium Group LLC | 38 | $33.7K | 0.01% | −2−5.0% | Reduced |
| Cornerstone Financial Management LLC | 38 | $33.4K | 0.03% | +38 | New |
| Kohmann Bosshard Financial Services, LLC | 37 | $31.3K | 0.00% | +37 | New |
| Copeland Capital Management, LLC | 34 | $29.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $29.0K | 0.00% | −11−25.0% | Reduced |
| Maseco LLP | 33 | $28.6K | 0.00% | −56−62.9% | Reduced |
| Atomic Invest LLC | 32 | $28.3K | 0.02% | +32 | New |
| Bank & Trust Co | 32 | $28.1K | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 31 | $27.4K | 0.00% | +23+287.5% | Added |
| Bare Financial Services, Inc | 30 | $26.4K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 29 | $25.6K | 0.01% | +29 | New |
| Mascoma Wealth Management LLC | 29 | $25.5K | 0.01% | +4+16.0% | Added |
| Pathway Wealth Management LLC | 25,000 | $25.0K | 0.02% | +25,000 | New |
| Winch Advisory Services, LLC | 28 | $24.8K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 28 | $24.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28 | $24.6K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 28 | $24.6K | 0.01% | +28 | New |
| Commonwealth Retirement Investments LLC | 28 | $24.2K | 0.01% | +28 | New |
| Horizon Financial Services, LLC | 27 | $24.0K | 0.01% | −45−62.5% | Reduced |
| RMG Wealth Management LLC | 25 | $24.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $23.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 27 | $23.7K | 0.00% | +7+35.0% | Added |
| Wealth Watch Advisors, INC | 27 | $23.7K | 0.01% | +7+35.0% | Added |
| WestEnd Advisors, LLC | 27 | $23.7K | 0.00% | +3+12.5% | Added |
| Litman Gregory Asset Management LLC | 26 | $22.9K | 0.00% | +26 | New |
| Archer Investment Corp | 25 | $22.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 25 | $22.0K | 0.01% | −84−77.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $22.0K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $22.0K | 0.01% | +9+56.3% | Added |
| Itau Unibanco Holding S.A. | 25 | $22.0K | 0.00% | +25 | New |
| Quattro Advisors LLC | 25 | $21.6K | 0.02% | +25 | New |
| Anfield Capital Management, LLC | 24 | $21.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 24 | $21.1K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $21.1K | 0.01% | +2+9.1% | Added |
| Penserra Capital Management LLC | 24 | $21.0K | 0.00% | −709−96.7% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 24 | $21.0K | 0.00% | −44−64.7% | Reduced |
| First Financial Corp | 23 | $20.2K | 0.01% | −31−57.4% | Reduced |
| Phillip James Consulting Co. | 21 | $20.0K | 0.35% | +21 | New |
| Atlas Capital Advisors LLC | 22 | $19.3K | 0.00% | +22 | New |
| Frazier Financial Advisors, LLC | 21 | $18.5K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 21 | $18.5K | 0.01% | +10+90.9% | Added |
| Cypress Capital Management LLC (WY) | 21 | $18.5K | 0.02% | +21 | New |
| Stephens Consulting, LLC | 21 | $18.5K | 0.01% | +21 | New |
| IMA Wealth, Inc. | 20 | $17.6K | 0.00% | +17+566.7% | Added |
| Sfam, LLC | 20 | $17.6K | 0.02% | +20 | New |
| Kerr Financial Planning Corp | 19 | $17.2K | 0.02% | 00.0% | Unchanged |
| Key Capital Management, INC | 19 | $16.7K | 0.02% | +19 | New |
| Adirondack Trust Co | 17 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 17 | $14.9K | 0.01% | +17 | New |
| Marquette Asset Management, LLC | 16 | $14.1K | 0.00% | −11−40.7% | Reduced |
| Battery Global Advisors, LLC | 109 | $13.4K | 0.01% | −120−52.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 15 | $13.2K | 0.00% | −10−40.0% | Reduced |
| Westend Capital Management, LLC | 15 | $13.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 15 | $13.2K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 15 | $13.0K | 0.01% | +15 | New |
| Harbor Asset Planning, Inc. | 14 | $12.3K | 0.01% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 14 | $12.0K | 0.01% | +14 | New |
| POM Investment Strategies, LLC | 13 | $11.5K | 0.01% | +10+333.3% | Added |
| Financial Network Wealth Advisors LLC | 13 | $11.4K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 13 | $11.4K | 0.01% | +13 | New |
| Roble, Belko & Company, Inc | 12 | $11.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 12 | $10.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $10.5K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $10.5K | 0.31% | +4+50.0% | Added |
| Clayton Financial Group LLC | 12 | $10.5K | 0.01% | +12 | New |
| Hughes Financial Services, LLC | 11 | $9.67K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 11 | $9.67K | 0.00% | +11 | New |
| Safe Harbor Fiduciary, LLC | 11 | $9.67K | 0.01% | +11 | New |
| Noble Wealth Management PBC | 10 | $9.01K | 0.00% | +10 | New |
| Pflug Koory, LLC | 10 | $8.79K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $8.79K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $8.79K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 9 | $8.06K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9 | $7.91K | 0.04% | −9−50.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 9 | $7.91K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $7.91K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 9 | $7.91K | 0.00% | +9 | New |
| MPWM Advisory Solutions, LLC | 8 | $7.17K | 0.00% | +8 | New |
| Tradewinds Capital Management, LLC | 8 | $7.17K | 0.00% | −150−94.9% | Reduced |
| Gleason Group, Inc. | 8 | $7.06K | 0.00% | +8 | New |
