| Mowery & Schoenfeld Wealth Management, LLC | 1 | $486 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1 | $1.00K | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 1,061,377 | $2.16K | 0.10% | +1,061,377 | New |
| Piscataqua Savings Bank | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 8 | $3.88K | 0.00% | −24−75.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 10 | $4.86K | 0.00% | −3−23.1% | Reduced |
| Orion Capital Management LLC | 12 | $5.83K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $7.28K | 0.00% | −16−51.6% | Reduced |
| Evergreen Private Wealth LLC | 15 | $7.28K | 0.00% | +15 | New |
| Granite FO LLC | 18 | $9.30K | 0.01% | +18 | New |
| FPC Investment Advisory, Inc. | 19 | $9.38K | 0.01% | +19 | New |
| Bear Mountain Capital, Inc. | 20 | $9.88K | 0.00% | −7−25.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 24 | $11.7K | 0.00% | +24 | New |
| JCIC Asset Management Inc. | 27 | $13.1K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 32 | $15.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 32 | $15.6K | 0.00% | −13−28.9% | Reduced |
| Horizons Wealth Management | 46 | $16.3K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 36 | $17.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $18.5K | 0.00% | −650−94.5% | Reduced |
| Iron Horse Wealth Management, LLC | 38 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 39 | $18.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 39 | $19.4K | 0.01% | −64−62.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 45 | $21.9K | 0.00% | +45 | New |
| WFA Asset Management Corp | 47 | $22.8K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 48 | $23.0K | 0.03% | −10−17.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 50 | $24.0K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 50 | $24.3K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 50 | $24.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $24.3K | 0.01% | +22+78.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $25.8K | 0.00% | −37−41.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 55 | $26.7K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 57 | $27.7K | 0.04% | −250−81.4% | Reduced |
| Clean Yield Group | 60 | $29.2K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 66 | $32.0K | 1.60% | +8+13.8% | Added |
| Delos Wealth Advisors, LLC | 69 | $33.5K | 0.04% | +58+527.3% | Added |
| Carolina Wealth Advisors, LLC | 70 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 71 | $34.5K | 0.02% | +11+18.3% | Added |
| Bull Oak Capital, LLC | 73 | $35.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $36.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 88 | $40.8K | 0.03% | +43+95.6% | Added |
| Quarry LP | 84 | $40.8K | 0.02% | +84 | New |
| Sanctuary Wealth Management, L.L.C. | 86 | $41.8K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $42.2K | 0.02% | −3−3.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 90 | $43.7K | 0.02% | +90 | New |
| FWL Investment Management, LLC | 96 | $46.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 96 | $46.6K | 0.01% | +96 | New |
| Pineridge Advisors LLC | 96 | $46.6K | 0.02% | −443−82.2% | Reduced |
| Clear Investment Research, LLC | 96 | $46.9K | 0.06% | +4+4.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $48.6K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $48.6K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $48.6K | 0.03% | +100 | New |
| First PREMIER Bank | 101 | $49.0K | 0.01% | +101 | New |
| Founders Capital Management | 101 | $49.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 101 | $49.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 102 | $49.5K | 0.02% | +102 | New |
| EntryPoint Capital, LLC | 103 | $50.0K | 0.04% | −235−69.5% | Reduced |
| Duncker Streett & Co Inc | 104 | $50.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 106 | $51.5K | 0.01% | +70+194.4% | Added |
| Insight Financial Services | 107 | $52.0K | 0.05% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 108 | $52.4K | 0.03% | −20−15.6% | Reduced |
| Palisade Asset Management, LLC | 110 | $53.4K | 0.01% | +110 | New |
| Kiely Wealth Advisory Group, Inc. | 134 | $58.3K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 135 | $59.0K | 0.04% | +20+17.4% | Added |
| DiNuzzo Private Wealth, Inc. | 127 | $61.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 128 | $62.2K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 137 | $66.5K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 137 | $66.5K | 0.02% | +12+9.6% | Added |
| PrairieView Partners, LLC | 137 | $67.0K | 0.01% | +19+16.1% | Added |
| HighMark Wealth Management LLC | 138 | $67.0K | 0.04% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 141 | $68.5K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 142 | $69.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 144 | $69.9K | 0.06% | 00.0% | Unchanged |
| Vima LLC | 331 | $70.2K | 0.08% | −331−50.0% | Reduced |
| Keener Financial Planning LLC | 150 | $73.0K | 0.05% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 152 | $73.8K | 0.10% | +152 | New |
| EnRich Financial Partners LLC | 153 | $74.3K | 0.03% | +153 | New |
| PFS Partners, LLC | 153 | $74.3K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 156 | $75.8K | 0.06% | +18+13.0% | Added |
| CGC Financial Services, LLC | 158 | $76.7K | 0.04% | +36+29.5% | Added |
| Stephens Consulting, LLC | 160 | $77.7K | 0.02% | −2−1.2% | Reduced |
| Creative Capital Management Investments LLC | 163 | $79.2K | 0.04% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 185 | $79.6K | 0.02% | +185 | New |
| Accordant Advisory Group Inc | 168 | $81.6K | 0.06% | +168 | New |
| Tradewinds Capital Management, LLC | 171 | $83.0K | 0.02% | −9−5.0% | Reduced |
| Maryland Capital Advisors Inc. | 172 | $83.5K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 179 | $86.9K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 180 | $87.4K | 0.00% | −124,407−99.9% | Reduced |
| Richardson Capital Management LLC | 185 | $89.8K | 0.07% | +185 | New |
| CoreFirst Bank & Trust | 189 | $91.8K | 0.06% | −146−43.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 190 | $92.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 197 | $96.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 200 | $97.0K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 200 | $97.1K | 0.29% | +200 | New |
| A.P. Gilfoyle & Co., L.P. | 200 | $97.1K | 5.12% | +200 | New |
| Providence Capital Advisors, LLC | 201 | $97.7K | 0.02% | +23+12.9% | Added |
| CKW Financial Group | 200 | $98.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 205 | $100.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 207 | $100.5K | 0.06% | −56−21.3% | Reduced |
| Stone House Investment Management, LLC | 211 | $102.2K | 0.02% | +199+1,658.3% | Added |