| Financial Life Planners | 7 | $174 | 0.00% | +7 | New |
| Painted Porch Advisors LLC | 16 | $411 | 0.00% | +14+700.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 35 | $892 | 0.00% | +35 | New |
| Centerpoint Advisors, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $1.15K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 47 | $1.20K | 0.00% | +47 | New |
| Stone House Investment Management, LLC | 48 | $1.22K | 0.00% | −817−94.5% | Reduced |
| 1 North Wealth Services LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $1.28K | 0.00% | +11+28.2% | Added |
| Team Financial Group, LLC | 57 | $1.46K | 0.00% | +1+1.8% | Added |
| Davis Capital Management | 61 | $1.55K | 0.00% | +61 | New |
| Compass Financial Services Inc | 69 | $1.76K | 0.00% | −311−81.8% | Reduced |
| Mizuho Securities Co. Ltd. | 70 | $1.78K | 0.01% | +70 | New |
| Luminist Capital LLC | 75 | $2.04K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 85 | $2.17K | 0.00% | +85 | New |
| ROSS\JOHNSON & Associates LLC | 86 | $2.19K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 152 | $2.42K | 0.00% | −3,839−96.2% | Reduced |
| American Wealth Advisors, LLC | 96 | $2.46K | 0.00% | +96 | New |
| Northwest Capital Management Inc | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $2.55K | 0.00% | +100 | New |
| Midwest Capital Advisors, LLC | 107 | $2.73K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 115 | $2.93K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 118 | $3.00K | 0.11% | −8−6.3% | Reduced |
| Bollard Group LLC | 122 | $3.00K | 0.00% | +2+1.7% | Added |
| Family Legacy Financial Solutions, LLC | 141 | $3.59K | 0.00% | +99+235.7% | Added |
| Pittenger & Anderson Inc | 150 | $3.82K | 0.00% | −110,185−99.9% | Reduced |
| Orion Capital Management LLC | 150 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 185 | $4.00K | 0.00% | +4+2.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 160 | $4.08K | 0.00% | −45−22.0% | Reduced |
| Pacifica Partners Inc. | 154 | $4.19K | 0.00% | −85−35.6% | Reduced |
| Copia Wealth Management | 165 | $4.20K | 0.00% | +165 | New |
| WestEnd Advisors, LLC | 172 | $4.38K | 0.00% | −73−29.8% | Reduced |
| Lowe Wealth Advisors, LLC | 175 | $4.46K | 0.00% | −26−12.9% | Reduced |
| Game Plan Financial Advisors, LLC | 175 | $4.46K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 187 | $4.76K | 0.00% | −17−8.3% | Reduced |
| Chung Wu Investment Group, LLC | 200 | $5.10K | 0.00% | +200 | New |
| Consultiva Wealth Management, Corp. | 201 | $5.12K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 215 | $5.48K | 0.00% | +21+10.8% | Added |
| WFA Asset Management Corp | 193 | $5.59K | 0.00% | +3+1.6% | Added |
| Bear Mountain Capital, Inc. | 235 | $5.83K | 0.00% | +14+6.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 261 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 251 | $6.39K | 0.00% | +54+27.4% | Added |
| Evolution Wealth Management Inc. | 266 | $6.78K | 0.01% | −582−68.6% | Reduced |
| Operose Advisors LLC | 272 | $6.93K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 275 | $7.01K | 0.00% | +275 | New |
| Wealth Preservation Advisors, LLC | 279 | $7.11K | 0.00% | −326−53.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 291 | $7.42K | 0.01% | +32+12.4% | Added |
| Parvin Asset Management, LLC | 300 | $7.64K | 0.01% | −100−25.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 300 | $7.64K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 292 | $7.68K | 0.01% | +292 | New |
| Keystone Financial Group, Inc. | 303 | $7.71K | 0.00% | +5+1.7% | Added |
| Fairway Wealth LLC | 319 | $8.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 344 | $8.77K | 0.01% | +47+15.8% | Added |
| Red Tortoise LLC | 346 | $8.82K | 0.00% | +66+23.6% | Added |
| Prudent Man Investment Management, Inc. | 334 | $8.86K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 351 | $8.95K | 0.01% | −711−66.9% | Reduced |
| Legacy Wealth Managment, LLC | 352 | $8.97K | 0.00% | +47+15.4% | Added |
| Anfield Capital Management, LLC | 364 | $9.26K | 0.00% | +17+4.9% | Added |
| Horizon Financial Services, LLC | 369 | $9.40K | 0.00% | +251+212.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 386 | $9.84K | 0.00% | +386 | New |
| Payden & Rygel | 380 | $10.0K | 0.00% | −24,300−98.5% | Reduced |
| Horrell Capital Management, Inc. | 400 | $10.2K | 0.00% | −80−16.7% | Reduced |
| Strengthening Families & Communities, LLC | 382 | $10.6K | 0.00% | −1,988−83.9% | Reduced |
| Bank of New Hampshire | 450 | $11.5K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 465 | $11.8K | 0.01% | −17−3.5% | Reduced |
| United Financial Planning Group LLC | 487 | $12.4K | 0.01% | +487 | New |
| Wiser Advisor Group LLC | 501 | $12.8K | 0.02% | +501 | New |
| Comprehensive Financial Planning, Inc. | 511 | $13.0K | 0.01% | +4+0.8% | Added |
| Gladwyn Financial Advisors, Inc. | 512 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 513 | $13.1K | 0.01% | −4−0.8% | Reduced |
| Raffa Wealth Management, LLC | 542 | $13.8K | 0.00% | +150+38.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 542 | $13.8K | 0.00% | +50+10.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 546 | $13.9K | 0.00% | +296+118.4% | Added |
| Morse Asset Management, Inc | 548 | $14.0K | 0.00% | +40+7.9% | Added |
| Turning Point Benefit Group, Inc. | 529 | $14.4K | 0.01% | +529 | New |
| Harvest Fund Management Co., Ltd | 605 | $15.0K | 0.00% | −6,453−91.4% | Reduced |
| Piscataqua Savings Bank | 599 | $15.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 613 | $15.6K | 0.00% | +127+26.1% | Added |
| Goodman Advisory Group, LLC | 614 | $15.6K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 619 | $15.8K | 0.00% | +619 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 625 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 665 | $16.0K | 0.01% | +665 | New |
| Pineridge Advisors LLC | 634 | $16.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 647 | $16.5K | 0.00% | −3,050−82.5% | Reduced |
| Holos Integrated Wealth LLC | 672 | $16.7K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 665 | $16.9K | 0.01% | +665 | New |
| Hughes Financial Services, LLC | 702 | $17.1K | 0.00% | +181+34.7% | Added |
| HFM Investment Advisors, LLC | 700 | $17.8K | 0.01% | +12+1.7% | Added |
| 10Elms LLP | 700 | $17.8K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 715 | $18.2K | 0.00% | +5+0.7% | Added |
| Kilter Group LLC | 728 | $18.5K | 0.01% | +48+7.1% | Added |
| Global Wealth Strategies & Associates | 756 | $19.3K | 0.00% | +11+1.5% | Added |
| North Capital, Inc. | 778 | $19.8K | 0.02% | −822−51.4% | Reduced |
| Clark Wealth Partners | 825 | $20.5K | 0.01% | −13,232−94.1% | Reduced |
| Guerra Advisors Inc | 807 | $20.6K | 0.01% | +807 | New |
| Kozak & Associates, Inc. | 826 | $20.7K | 0.00% | +421+104.0% | Added |
