| Koesten, Hirschmann & Crabtree, INC. | 0 | $93 | 0.00% | 0 | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $410 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $445 | 0.01% | −4−80.0% | Reduced |
| CGC Financial Services, LLC | 1 | $445 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $446 | 0.00% | −3−75.0% | Reduced |
| Delta Asset Management LLC | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $890 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $890 | 0.00% | +1+100.0% | Added |
| IMA Wealth, Inc. | 2 | $890 | 0.00% | +2 | New |
| WFA of San Diego, LLC | 2 | $890 | 0.00% | +2 | New |
| Proathlete Wealth Management LLC | 2 | $890 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $891 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $891 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $904 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.78K | 0.00% | −14−77.8% | Reduced |
| PayPay Securities Corp | 4 | $1.78K | 0.09% | −1−20.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $1.78K | 0.00% | +1+33.3% | Added |
| Tortoise Investment Management, LLC | 4 | $1.78K | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 4 | $1.78K | 0.00% | +4 | New |
| Bernard Wealth Management Corp. | 5 | $2.23K | 0.00% | −3−37.5% | Reduced |
| Garde Capital, Inc. | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $2.23K | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 6 | $2.31K | 0.00% | −4−40.0% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $2.67K | 0.00% | +6 | New |
| Louisbourg Investments Inc. | 6 | $2.67K | 0.00% | +6 | New |
| Eisler Capital Management Ltd. | 6 | $2.67K | 0.00% | −240−97.6% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $3.12K | 0.00% | −5−41.7% | Reduced |
| Bank of New Hampshire | 7 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $3.12K | 0.00% | +2+40.0% | Added |
| Maseco LLP | 7 | $3.12K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 7 | $3.12K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 8 | $3.56K | 0.00% | +8 | New |
| Hopwood Financial Services, Inc. | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $4.07K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $4.45K | 0.00% | −1−9.1% | Reduced |
| Hartford Financial Management Inc. | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $4.45K | 0.00% | +1+11.1% | Added |
| Piscataqua Savings Bank | 10 | $4.45K | 0.00% | +10 | New |
| Global Wealth Strategies & Associates | 11 | $4.90K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $4.90K | 0.00% | +1+10.0% | Added |
| Cherry Tree Wealth Management, LLC | 12 | $5.12K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 12 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 13 | $5.79K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $6.23K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $6.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $6.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 14 | $6.23K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $6.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $6.68K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $6.68K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $6.68K | 0.01% | +15 | New |
| Hollencrest Capital Management | 16 | $7.12K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 16 | $7.12K | 0.01% | −3−15.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18 | $8.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $8.01K | 0.00% | +13+260.0% | Added |
| IMG Wealth Management, Inc. | 18 | $8.01K | 0.01% | +18 | New |
| FSA Wealth Management LLC | 19 | $8.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $8.46K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $8.90K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 20 | $8.90K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $8.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $9.00K | 0.00% | −105−83.3% | Reduced |
| Iron Horse Wealth Management, LLC | 21 | $9.35K | 0.00% | −1−4.5% | Reduced |
| Cetera Trust Company, N.A | 21 | $9.35K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $9.35K | 0.00% | +18+600.0% | Added |
| Osterweis Capital Management Inc | 21 | $9.35K | 0.00% | +21 | New |
| Aspect Partners, LLC | 22 | $9.79K | 0.00% | −2−8.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $9.79K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 22 | $9.79K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 23 | $10.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 23 | $10.2K | 0.01% | +23 | New |
| Creative Capital Management Investments LLC | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 24 | $10.7K | 0.00% | +15+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $11.1K | 0.00% | −1−3.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 26 | $11.6K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $12.0K | 0.00% | +7+35.0% | Added |
| Team Financial Group, LLC | 27 | $12.0K | 0.01% | +27 | New |
| True Wealth Design, LLC | 28 | $12.3K | 0.00% | +1+3.7% | Added |
| United Community Bank | 28 | $12.5K | 0.00% | +7+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 28 | $12.5K | 0.00% | +14+100.0% | Added |
| Dogwood Wealth Management LLC | 27 | $12.6K | 0.01% | +17+170.0% | Added |