| Darwin Advisors, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $145 | 0.00% | −5−62.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4 | $193 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 8 | $386 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $386 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 8 | $387 | 0.00% | +8 | New |
| Goodman Advisory Group, LLC | 10 | $483 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $484 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 13 | $628 | 0.00% | +13 | New |
| Kilter Group LLC | 14 | $677 | 0.00% | +14 | New |
| CX Institutional | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 23 | $1.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 23 | $1.11K | 0.00% | +23 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $1.26K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 28 | $1.35K | 0.00% | −2−6.7% | Reduced |
| Oakworth Capital, Inc. | 30 | $1.45K | 0.00% | −144−82.8% | Reduced |
| Coastline Trust Co | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 34 | $1.64K | 0.00% | +34 | New |
| North Star Investment Management Corp. | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $1.93K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 41 | $1.98K | 0.00% | +41 | New |
| Financial Network Wealth Advisors LLC | 43 | $2.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 45 | $2.17K | 0.00% | −7−13.5% | Reduced |
| Legend Financial Advisors, Inc. | 45 | $2.17K | 0.00% | +45 | New |
| Caldwell Sutter Capital, Inc. | 50 | $2.42K | 0.00% | −50−50.0% | Reduced |
| Western Pacific Wealth Management, LP | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 62 | $3.00K | 0.00% | +62 | New |
| GPS Wealth Strategies Group, LLC | 66 | $3.19K | 0.00% | +61+1,220.0% | Added |
| GHP Investment Advisors, Inc. | 68 | $3.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 67 | $3.30K | 0.00% | +27+67.5% | Added |
| Crewe Advisors LLC | 69 | $3.33K | 0.00% | +47+213.6% | Added |
| Comprehensive Financial Planning, Inc. | 70 | $3.38K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 72 | $3.48K | 0.00% | −500−87.4% | Reduced |
| Harbor Investment Advisory, LLC | 73 | $3.53K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 74 | $3.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $3.67K | 0.00% | −91−54.5% | Reduced |
| Glen Eagle Advisors, LLC | 79 | $3.82K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $3.87K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 82 | $3.96K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 83 | $4.01K | 0.00% | −18−17.8% | Reduced |
| Harbor Asset Planning, Inc. | 86 | $4.16K | 0.00% | +86 | New |
| Newbridge Financial Services Group, Inc. | 86 | $4.16K | 0.00% | +3+3.6% | Added |
| Fortitude Family Office, LLC | 93 | $4.49K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.56K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 96 | $4.64K | 0.00% | +96 | New |
| Tompkins Financial Corp | 99 | $4.78K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $4.83K | 0.00% | +100 | New |
| ORG Partners LLC | 104 | $5.10K | 0.00% | +104 | New |
| North Capital, Inc. | 107 | $5.17K | 0.00% | −17−13.7% | Reduced |
| Cornerstone Planning Group LLC | 109 | $5.21K | 0.00% | −96−46.8% | Reduced |
| Evolution Wealth Management Inc. | 110 | $5.31K | 0.01% | +110 | New |
| Bell Investment Advisors, Inc | 111 | $5.36K | 0.00% | −33−22.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 123 | $5.94K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 124 | $5.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $6.57K | 0.00% | −82−37.6% | Reduced |
| FSA Wealth Management LLC | 142 | $6.86K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 144 | $6.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.20K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 155 | $7.49K | 0.00% | +155 | New |
| Transce3nd, LLC | 159 | $7.68K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 159 | $7.68K | 0.00% | +100+169.5% | Added |
| Trust Co of Toledo NA | 175 | $8.45K | 0.00% | +175 | New |
| Retirement Wealth Solutions LLC | 182 | $8.79K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 190 | $9.09K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 197 | $9.52K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 198 | $9.56K | 0.00% | −211−51.6% | Reduced |
| Essex Investment Management Co LLC | 200 | $9.66K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $9.66K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $9.66K | 0.00% | +100+100.0% | Added |
| Bank of New Hampshire | 200 | $9.66K | 0.00% | +200 | New |
| Binnacle Investments Inc | 212 | $10.2K | 0.01% | +96+82.8% | Added |
| UMA Financial Services, Inc. | 215 | $10.4K | 0.00% | +54+33.5% | Added |
| Bear Mountain Capital, Inc. | 222 | $10.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 241 | $11.6K | 0.01% | +14+6.2% | Added |
| Cherry Tree Wealth Management, LLC | 242 | $11.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 248 | $12.0K | 0.00% | +171+222.1% | Added |
| Sunbelt Securities, Inc. | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 263 | $12.7K | 0.01% | +263 | New |
| Investors Research Corp | 268 | $12.9K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 271 | $13.1K | 0.02% | +228+530.2% | Added |
| DiNuzzo Private Wealth, Inc. | 299 | $14.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 300 | $14.5K | 0.00% | −248−45.3% | Reduced |
| Highline Wealth Partners LLC | 300 | $14.5K | 0.00% | −50−14.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 300 | $14.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 316 | $15.3K | 0.00% | +316 | New |
| JFS Wealth Advisors, LLC | 319 | $15.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 323 | $15.6K | 0.00% | −49−13.2% | Reduced |
| Westside Investment Management, Inc. | 338 | $16.6K | 0.00% | +338 | New |
| Princeton Global Asset Management LLC | 345 | $16.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 350 | $16.9K | 0.00% | −120−25.5% | Reduced |
| Key Financial Inc | 361 | $17.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 362 | $17.5K | 0.00% | −62−14.6% | Reduced |
| Financial Management Professionals, Inc. | 363 | $17.5K | 0.00% | −95−20.7% | Reduced |
| Morton Brown Family Wealth, LLC | 367 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 376 | $18.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 400 | $18.3K | 0.01% | +400 | New |