| Carolina Wealth Advisors, LLC | 5 | $125 | 0.00% | +5 | New |
| Networth Advisors, LLC | 14 | $349 | 0.00% | +14 | New |
| NorthAvenue LLC | 15 | $374 | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 22 | $571 | 0.00% | −213−90.6% | Reduced |
| Boulder Wealth Advisors, LLC | 58 | $612 | 0.00% | +58 | New |
| Sankala Group LLC | 36 | $990 | 0.00% | +36 | New |
| Barnes Dennig Private Wealth Management LLC | 40 | $996 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $1.12K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 49 | $1.22K | 0.00% | +49 | New |
| Davis Capital Management | 50 | $1.25K | 0.00% | −11−18.0% | Reduced |
| 1 North Wealth Services LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $1.25K | 0.00% | +50 | New |
| Richardson Capital Management LLC | 51 | $1.27K | 0.00% | +51 | New |
| Team Financial Group, LLC | 58 | $1.45K | 0.00% | +1+1.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 63 | $1.57K | 0.00% | +63 | New |
| Compass Financial Services Inc | 70 | $1.75K | 0.00% | +1+1.4% | Added |
| Affinity Wealth LLC | 75 | $1.87K | 0.00% | +75 | New |
| Paladin Partners, LLC | 80 | $1.99K | 0.00% | +80 | New |
| ROSS\JOHNSON & Associates LLC | 88 | $2.19K | 0.04% | +2+2.3% | Added |
| Seneschal Advisors, LLC | 97 | $2.42K | 0.00% | +50+106.4% | Added |
| American Wealth Advisors, LLC | 98 | $2.44K | 0.00% | +2+2.1% | Added |
| Prudent Man Investment Management, Inc. | 100 | $2.49K | 0.00% | −234−70.1% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 100 | $2.49K | 0.00% | +25+33.3% | Added |
| VPR Management LLC | 100 | $2.49K | 0.00% | +100 | New |
| CWM Advisors, LLC | 106 | $2.64K | 0.00% | +106 | New |
| Midwest Capital Advisors, LLC | 107 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 108 | $2.69K | 0.00% | +58+116.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 115 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 124 | $3.00K | 0.00% | +2+1.6% | Added |
| PayPay Securities Corp | 136 | $3.39K | 0.10% | +18+15.3% | Added |
| Pittenger & Anderson Inc | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 151 | $3.76K | 0.00% | −21−12.2% | Reduced |
| Pacifica Partners Inc. | 154 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 160 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 188 | $4.00K | 0.00% | +3+1.6% | Added |
| Copia Wealth Management | 165 | $4.11K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 168 | $4.18K | 0.00% | +168 | New |
| Game Plan Financial Advisors, LLC | 175 | $4.36K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 177 | $4.41K | 0.00% | +177 | New |
| Cypress Capital Management LLC (WY) | 182 | $4.53K | 0.00% | +182 | New |
| Stone House Investment Management, LLC | 189 | $4.71K | 0.00% | +141+293.8% | Added |
| Winnow Wealth LLC | 196 | $4.90K | 0.00% | −1,923−90.8% | Reduced |
| Chung Wu Investment Group, LLC | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 200 | $4.98K | 0.07% | +130+185.7% | Added |
| Consultiva Wealth Management, Corp. | 201 | $5.00K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 195 | $5.20K | 0.00% | +160+457.1% | Added |
| CrossGen Wealth, LLC | 209 | $5.20K | 0.00% | +209 | New |
| Fountainhead AM, LLC | 214 | $5.33K | 0.01% | −20,864−99.0% | Reduced |
| Breakwater Investment Management | 215 | $5.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 252 | $6.28K | 0.00% | +252 | New |
| Signature Resources Capital Management, LLC | 265 | $6.60K | 0.00% | +78+41.7% | Added |
| Operose Advisors LLC | 272 | $6.77K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 274 | $6.82K | 0.01% | +274 | New |
| Retirement Wealth Solutions LLC | 284 | $7.08K | 0.00% | −67−19.1% | Reduced |
| Bard Associates Inc | 300 | $7.47K | 0.00% | +300 | New |
| Keystone Financial Group, Inc. | 308 | $7.66K | 0.00% | +5+1.7% | Added |
| Wealth Preservation Advisors, LLC | 312 | $7.77K | 0.00% | +33+11.8% | Added |
| Fairway Wealth LLC | 319 | $7.94K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 321 | $8.00K | 0.00% | −284−46.9% | Reduced |
| Red Tortoise LLC | 346 | $8.62K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 337 | $9.06K | 0.01% | +337 | New |
| Bank of New Hampshire | 375 | $9.34K | 0.00% | −75−16.7% | Reduced |
| NCP Inc. | 391 | $9.76K | 0.01% | +391 | New |
| POM Investment Strategies, LLC | 398 | $9.91K | 0.01% | +123+44.7% | Added |
| Bay Harbor Wealth Management, LLC | 398 | $9.91K | 0.00% | +147+58.6% | Added |
| Horrell Capital Management, Inc. | 400 | $9.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 401 | $9.98K | 0.01% | +57+16.6% | Added |
| Gilpin Wealth Management, LLC | 405 | $10.1K | 0.01% | +405 | New |
| Purpose Unlimited Inc. | 416 | $10.4K | 0.00% | +416 | New |
| Evolution Wealth Management Inc. | 428 | $10.7K | 0.01% | +162+60.9% | Added |
| Sunrise Financial Services, LLC | 455 | $11.3K | 0.01% | +455 | New |
| 10Elms LLP | 500 | $12.4K | 0.01% | −200−28.6% | Reduced |
| Trifecta Capital Advisors, LLC | 500 | $12.4K | 0.00% | −147−22.7% | Reduced |
| Brandywine Financial Group | 500 | $12.4K | 0.03% | +500 | New |
| Nvest Wealth Strategies, Inc. | 500 | $12.4K | 0.01% | +500 | New |
| Wiser Advisor Group LLC | 509 | $12.7K | 0.01% | +8+1.6% | Added |
| Gladwyn Financial Advisors, Inc. | 512 | $12.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 512 | $12.7K | 0.01% | +47+10.1% | Added |
| Global Trust Asset Management, LLC | 513 | $12.8K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 515 | $12.8K | 0.01% | +4+0.8% | Added |
| Raffa Wealth Management, LLC | 542 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 546 | $13.6K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 548 | $13.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 550 | $13.7K | 0.01% | +550 | New |
| Phillip James Consulting Co. | 547 | $14.0K | 0.25% | +547 | New |
| Kingdom Financial Group LLC. | 580 | $14.4K | 0.00% | +580 | New |
| Piscataqua Savings Bank | 599 | $14.9K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 606 | $15.1K | 0.01% | +77+14.6% | Added |
| Goodman Advisory Group, LLC | 614 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 614 | $15.3K | 0.01% | +614 | New |
| True Wealth Design, LLC | 623 | $15.5K | 0.00% | −673−51.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 625 | $15.6K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 629 | $15.7K | 0.01% | +629 | New |
| Atomic Invest LLC | 632 | $15.8K | 0.01% | +632 | New |
| Investment Research & Advisory Group, Inc. | 523 | $15.9K | 0.01% | −441−45.7% | Reduced |
| Strategic Advocates LLC | 668 | $16.7K | 0.00% | +49+7.9% | Added |
