| First PREMIER Bank | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Silicon Valley Capital Partners | 1 | $149 | 0.00% | −11−91.7% | Reduced |
| Core Alternative Capital | 1 | $162 | 0.00% | −77−98.7% | Reduced |
| Tortoise Investment Management, LLC | 2 | $323 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $323 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 11,041 | $323 | 0.00% | +11,041 | New |
| Johnson Financial Group, Inc. | 2 | $324 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $324 | 0.00% | +1+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 2 | $324 | 0.00% | +2 | New |
| Retirement Group, LLC | 4 | $646 | 0.00% | −99−96.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $647 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $808 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $970 | 0.00% | −31−83.8% | Reduced |
| Tucker Asset Management LLC | 6 | $970 | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $971 | 0.00% | +4+200.0% | Added |
| Financial Freedom, LLC | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $1.29K | 0.00% | −52−86.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.62K | 0.00% | −55,350−100.0% | Reduced |
| Center for Financial Planning, Inc. | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $1.62K | 0.00% | +10 | New |
| ORG Partners LLC | 11 | $1.76K | 0.00% | −28−71.8% | Reduced |
| Your Advocates Ltd., LLP | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.78K | 0.00% | +4+57.1% | Added |
| McIlrath & Eck, LLC | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $1.94K | 0.10% | +1+9.1% | Added |
| Versant Capital Management, Inc | 13 | $2.10K | 0.00% | −6−31.6% | Reduced |
| Addison Advisors LLC | 13 | $2.10K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.42K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $2.59K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $2.59K | 0.00% | +16 | New |
| Cedar Wealth Management, LLC | 16 | $2.59K | 0.00% | +16 | New |
| Geneos Wealth Management Inc. | 17 | $2.75K | 0.00% | −47−73.4% | Reduced |
| Tidemark, LLC | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $2.75K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $2.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $3.00K | 0.00% | −4−21.1% | Reduced |
| Raffa Wealth Management, LLC | 19 | $3.07K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $3.23K | 0.00% | +10+100.0% | Added |
| MV Capital Management, Inc. | 20 | $3.23K | 0.00% | +14+233.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 20 | $3.23K | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $3.23K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 23 | $3.72K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.72K | 0.00% | +4+21.1% | Added |
| NVWM, LLC | 24 | $3.88K | 0.00% | −4,218−99.4% | Reduced |
| Cape Investment Advisory, Inc. | 24 | $3.88K | 0.00% | −13−35.1% | Reduced |
| Macroview Investment Management LLC | 25 | $4.04K | 0.00% | −37−59.7% | Reduced |
| Bellevue Asset Management, LLC | 25 | $4.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 25 | $4.04K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $4.04K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 25 | $4.04K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 26 | $4.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $4.20K | 0.00% | +10+62.5% | Added |
| Stephens Consulting, LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $4.46K | 0.00% | −21−42.9% | Reduced |
| a16z Perennial Management, L.P. | 28 | $4.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 30 | $4.85K | 0.00% | −1,139−97.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 30 | $4.85K | 0.00% | −3−9.1% | Reduced |
| Gould Capital, LLC | 30 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $4.85K | 0.00% | +22+275.0% | Added |
| Providence Capital Advisors, LLC | 30 | $4.85K | 0.00% | +30 | New |
| Keener Financial Planning LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $5.01K | 0.00% | +30+3,000.0% | Added |
| Main Street Group, LTD | 32 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $5.17K | 0.00% | +27+540.0% | Added |
| Abound Wealth Management | 33 | $5.29K | 0.00% | +3+10.0% | Added |
| Archer Investment Corp | 33 | $5.33K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 34 | $5.49K | 0.00% | +34 | New |
| Bank of New Hampshire | 35 | $5.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $6.46K | 0.00% | −154−79.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 40 | $6.46K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $6.95K | 0.00% | +3+7.5% | Added |
| ZRC Wealth Management, LLC | 45 | $7.27K | 0.00% | +45 | New |
| Grove Bank & Trust | 46 | $7.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $7.43K | 0.00% | +12+35.3% | Added |
| VisionPoint Advisory Group, LLC | 47 | $7.59K | 0.00% | +47 | New |
| Winch Advisory Services, LLC | 48 | $7.76K | 0.00% | +7+17.1% | Added |
| Creative Financial Designs Inc | 48 | $7.76K | 0.00% | +48 | New |
| Activest Wealth Management | 48 | $7.76K | 0.00% | +48 | New |
| Highlander Capital Management, LLC | 50 | $8.08K | 0.00% | −7−12.3% | Reduced |
| Key Financial Inc | 52 | $8.40K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 55 | $8.49K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 53 | $8.56K | 0.00% | −15−22.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 55 | $8.89K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 55 | $8.89K | 0.00% | +55 | New |
| NewSquare Capital LLC | 60 | $9.70K | 0.00% | −17,471−99.7% | Reduced |
| Hexagon Capital Partners LLC | 60 | $9.70K | 0.00% | +20+50.0% | Added |
| BFSG, LLC | 63 | $10.2K | 0.00% | −40−38.8% | Reduced |
| Paladin Advisory Group, LLC | 68 | $10.9K | 0.01% | 00.0% | Unchanged |