| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Total Investment Management Inc | 1 | $76 | 0.00% | +1 | New |
| TFC Financial Management | 3 | $228 | 0.00% | +1+50.0% | Added |
| SOA Wealth Advisors, LLC. | 4 | $304 | 0.00% | −24−85.7% | Reduced |
| Private Wealth Asset Management, LLC | 4 | $304 | 0.00% | −22−84.6% | Reduced |
| WestEnd Advisors, LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $304 | 0.00% | +4 | New |
| ORG Partners LLC | 4 | $305 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $380 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $380 | 0.00% | +1+25.0% | Added |
| LGT Financial Advisors LLC | 5 | $380 | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $532 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 9 | $684 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $684 | 0.00% | +1+12.5% | Added |
| Hughes Financial Services, LLC | 9 | $757 | 0.00% | −15−62.5% | Reduced |
| Colonial Trust Co | 10 | $760 | 0.00% | −23−69.7% | Reduced |
| HFM Investment Advisors, LLC | 10 | $760 | 0.00% | +7+233.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $760 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $835 | 0.00% | +6+120.0% | Added |
| Proathlete Wealth Management LLC | 11 | $835 | 0.00% | +11 | New |
| Parkworth Wealth Management, Inc. | 11 | $836 | 0.00% | +6+120.0% | Added |
| American Capital Advisory, LLC | 11 | $836 | 0.00% | +11 | New |
| Private Trust Co NA | 13 | $988 | 0.00% | +2+18.2% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | +16+228.6% | Added |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | +14 | New |
| HHM Wealth Advisors, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.06K | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.37K | 0.00% | −7−28.0% | Reduced |
| Duncker Streett & Co Inc | 19 | $1.44K | 0.00% | −11−36.7% | Reduced |
| Stephens Consulting, LLC | 20 | $1.52K | 0.00% | +20 | New |
| WealthCollab, LLC | 24 | $1.82K | 0.00% | +24 | New |
| Kestra Investment Management, LLC | 27 | $1.88K | 0.00% | +10+58.8% | Added |
| Pineridge Advisors LLC | 26 | $1.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Wealth Preservation Advisors, LLC | 29 | $2.20K | 0.00% | +7+31.8% | Added |
| Binnacle Investments Inc | 32 | $2.43K | 0.00% | +32 | New |
| First Command Advisory Services, Inc. | 34 | $2.58K | 0.00% | −154−81.9% | Reduced |
| Your Advocates Ltd., LLP | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $2.58K | 0.00% | +4+13.3% | Added |
| Iron Horse Wealth Management, LLC | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.89K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 40 | $3.04K | 0.00% | +40 | New |
| Quest 10 Wealth Builders, Inc. | 43 | $3.27K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 49 | $3.75K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 45 | $3.76K | 0.00% | +45 | New |
| Riggs Asset Managment Co. Inc. | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 51 | $3.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $3.95K | 0.00% | +52 | New |
| Howard Hughes Medical Institute | 53 | $4.03K | 0.00% | +53 | New |
| Whipplewood Advisors, LLC | 55 | $4.18K | 0.00% | +55 | New |
| Sachetta, LLC | 63 | $4.79K | 0.00% | +63 | New |
| Clark Wealth Partners | 66 | $5.01K | 0.00% | +66 | New |
| Costello Asset Management, INC | 69 | $5.24K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $5.47K | 0.00% | +38+111.8% | Added |
| Bare Financial Services, Inc | 77 | $5.85K | 0.00% | +62+413.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 84 | $6.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $6.92K | 0.00% | +16+21.3% | Added |
| JNBA Financial Advisors | 100 | $7.60K | 0.00% | −100−50.0% | Reduced |
| Princeton Global Asset Management LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $7.90K | 0.00% | −2−1.9% | Reduced |
| Rothschild Investment LLC | 109 | $8.28K | 0.00% | +11+11.2% | Added |
| GeoWealth Management, LLC | 117 | $8.89K | 0.00% | −304−72.2% | Reduced |
| Dunhill Financial, LLC | 122 | $9.29K | 0.00% | +57+87.7% | Added |
| Quarry LP | 132 | $10.0K | 0.00% | −9,497−98.6% | Reduced |
| Transce3nd, LLC | 132 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 138 | $10.5K | 0.00% | −19−12.1% | Reduced |
| Fourth Dimension Wealth, LLC | 152 | $11.5K | 0.00% | −45−22.8% | Reduced |
| Gables Capital Management Inc. | 157 | $11.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 160 | $12.2K | 0.00% | +160 | New |
| Bear Mountain Capital, Inc. | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 167 | $13.0K | 0.00% | +120+255.3% | Added |
| Arcadia Investment Management Corp | 175 | $13.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $13.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 176 | $13.4K | 0.00% | −744−80.9% | Reduced |
| Private Wealth Management Group, LLC | 180 | $13.7K | 0.00% | +45+33.3% | Added |
| Hantz Financial Services, Inc. | 195 | $15.0K | 0.00% | +13+7.1% | Added |
| Insight Financial Services | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 221 | $16.8K | 0.00% | −107−32.6% | Reduced |
| Global Retirement Partners, LLC | 230 | $17.5K | 0.00% | +230 | New |
| WPG Advisers, LLC | 238 | $18.1K | 0.02% | +138+138.0% | Added |
| DT Investment Partners, LLC | 240 | $18.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 248 | $18.8K | 0.00% | +248 | New |
| Bruce G. Allen Investments, LLC | 254 | $19.3K | 0.01% | +134+111.7% | Added |
| AdvisorNet Financial, Inc | 262 | $19.9K | 0.00% | −13−4.7% | Reduced |
| Sierra Ocean, LLC | 263 | $20.0K | 0.01% | +45+20.6% | Added |
| JFS Wealth Advisors, LLC | 276 | $21.0K | 0.00% | +37+15.5% | Added |
| Bell Investment Advisors, Inc | 280 | $21.3K | 0.00% | +26+10.2% | Added |
| AllSquare Wealth Management LLC | 300 | $22.8K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 306 | $23.4K | 0.01% | −1,109−78.4% | Reduced |
| Hemington Wealth Management | 336 | $25.0K | 0.00% | +2+0.6% | Added |
| Crowley Wealth Management, Inc. | 400 | $30.4K | 0.03% | 00.0% | Unchanged |