| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 0 | $8 | 0.00% | −1−100.0% | Reduced |
| Y.D. More Investments Ltd | 157 | $35 | 0.00% | +157 | New |
| Financial Life Planners | 3 | $245 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $384 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 5 | $416 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 8 | $614 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $767 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $768 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 12 | $921 | 0.00% | +12 | New |
| Cedar Mountain Advisors, LLC | 13 | $997 | 0.00% | +13 | New |
| SWAN Capital LLC | 13 | $997 | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $1.38K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $1.61K | 0.00% | +21 | New |
| Halbert Hargrove Global Advisors, LLC | 21 | $1.61K | 0.00% | +21 | New |
| Guerra Advisors Inc | 22 | $1.73K | 0.00% | +22 | New |
| Kilter Group LLC | 26 | $2.00K | 0.00% | +9+52.9% | Added |
| Godsey & Gibb Associates | 27 | $2.07K | 0.00% | −22−44.9% | Reduced |
| ZRC Wealth Management, LLC | 28 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 29 | $2.48K | 0.00% | +5+20.8% | Added |
| BFSG, LLC | 36 | $2.76K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 42 | $3.22K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 44 | $3.37K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 45 | $3.45K | 0.00% | +10+28.6% | Added |
| NFJ Investment Group, LLC | 52 | $3.99K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 55 | $4.22K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $4.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.68K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 56 | $4.70K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 62 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 64 | $4.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 68 | $5.22K | 0.00% | +68 | New |
| HighMark Wealth Management LLC | 69 | $5.33K | 0.00% | −5−6.8% | Reduced |
| Burkett Financial Services, LLC | 74 | $5.71K | 0.00% | −1−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 75 | $5.75K | 0.00% | −79−51.3% | Reduced |
| Minot DeBlois Advisors LLC | 75 | $5.75K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 78 | $5.96K | 0.00% | −401−83.7% | Reduced |
| Bank of Jackson Hole Trust | 80 | $6.14K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 80 | $6.14K | 0.00% | +80 | New |
| TruNorth Capital Management, LLC | 83 | $6.37K | 0.00% | +83 | New |
| Dunhill Financial, LLC | 83 | $6.37K | 0.00% | +12+16.9% | Added |
| Maryland Capital Advisors Inc. | 84 | $6.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $6.91K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 90 | $6.91K | 0.02% | +90 | New |
| Hemington Wealth Management | 102 | $7.00K | 0.00% | +61+148.8% | Added |
| Manchester Capital Management LLC | 92 | $7.06K | 0.00% | +92 | New |
| Caldwell Sutter Capital, Inc. | 93 | $7.13K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 99 | $7.57K | 0.00% | +4+4.2% | Added |
| Heritage Wealth Advisors | 99 | $7.59K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $7.67K | 0.00% | +100 | New |
| Friedenthal Financial | 101 | $7.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 103 | $7.87K | 0.00% | −53−34.0% | Reduced |
| Wealth Watch Advisors, INC | 106 | $8.13K | 0.00% | +106 | New |
| Groupe la Francaise | 130 | $8.21K | 0.00% | +130 | New |
| Washington Trust Advisors, Inc. | 109 | $8.36K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 110 | $8.41K | 0.00% | +1+0.9% | Added |
| Asset Management One Co.,Ltd. | 112 | $8.59K | 0.00% | −10−8.2% | Reduced |
| Consultiva Wealth Management, Corp. | 116 | $8.90K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 117 | $8.98K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $8.98K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 109 | $9.20K | 0.00% | +54+98.2% | Added |
| Scarborough Advisors, LLC | 120 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 120 | $9.21K | 0.00% | +6+5.3% | Added |
| 1248 Management, LLC | 122 | $9.36K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 124 | $9.51K | 0.01% | +124 | New |
| DT Investment Partners, LLC | 130 | $9.97K | 0.00% | −130−50.0% | Reduced |
| American Capital Advisory, LLC | 131 | $10.1K | 0.00% | +40+44.0% | Added |
| Smallwood Wealth Investment Management, LLC | 143 | $11.0K | 0.01% | −6−4.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 145 | $11.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $11.5K | 0.00% | +100+200.0% | Added |
| Bangor Savings Bank | 150 | $11.5K | 0.00% | +150 | New |
| Vision Financial Markets LLC | 153 | $11.7K | 0.01% | +1+0.7% | Added |
| City Holding Co | 153 | $11.7K | 0.00% | +153 | New |
| Navigoe, LLC | 165 | $12.0K | 0.01% | +165 | New |
| MJT & Associates Financial Advisory Group, Inc. | 161 | $12.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 162 | $12.4K | 0.01% | +39+31.7% | Added |
| Principia Wealth Advisory, LLC | 162 | $12.4K | 0.01% | +106+189.3% | Added |
| Stuart Chaussee & Associates, Inc. | 165 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 166 | $12.7K | 0.01% | +16+10.7% | Added |
| Wiser Advisor Group LLC | 173 | $13.3K | 0.02% | +173 | New |
| Bell Investment Advisors, Inc | 174 | $13.3K | 0.00% | −36−17.1% | Reduced |
| West Oak Capital, LLC | 175 | $13.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $13.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $13.7K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 189 | $14.5K | 0.01% | +134+243.6% | Added |
| Rakuten Investment Management, Inc. | 400 | $14.7K | 0.00% | +400 | New |
| Bellevue Asset Management, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 195 | $15.0K | 0.00% | −49−20.1% | Reduced |
| Wolff Wiese Magana LLC | 198 | $15.2K | 0.01% | +92+86.8% | Added |
| Fourth Dimension Wealth, LLC | 200 | $15.3K | 0.01% | 00.0% | Unchanged |