| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $136 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $272 | 0.01% | +1+100.0% | Added |
| Davis Capital Management | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $408 | 0.00% | +3 | New |
| North Star Investment Management Corp. | 3 | $408 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 3 | $408 | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $408 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $680 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $680 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $816 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 6 | $816 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 6 | $816 | 0.00% | +6 | New |
| PayPay Securities Corp | 7 | $952 | 0.03% | +1+16.7% | Added |
| High Point Wealth Management, LLC | 7 | $952 | 0.00% | +7 | New |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | +12 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Copia Wealth Management | 9 | $1.22K | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.36K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $1.50K | 0.00% | +3+37.5% | Added |
| Proathlete Wealth Management LLC | 12 | $1.63K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $1.63K | 0.00% | +1+9.1% | Added |
| High Note Wealth, LLC | 12 | $1.63K | 0.00% | +9+300.0% | Added |
| HFM Investment Advisors, LLC | 12 | $1.63K | 0.00% | +10+500.0% | Added |
| Optima Capital LLC | 12 | $1.63K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 13 | $1.77K | 0.00% | +1+8.3% | Added |
| HM Payson & Co | 13 | $1.77K | 0.00% | +13 | New |
| POM Investment Strategies, LLC | 13 | $1.77K | 0.00% | +13 | New |
| Curio Wealth, LLC | 13 | $1.79K | 0.00% | +13 | New |
| Medallion Wealth Advisors, LLC | 14 | $1.90K | 0.00% | +6+75.0% | Added |
| JNBA Financial Advisors | 15 | $2.04K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $2.17K | 0.00% | +4+33.3% | Added |
| Highline Wealth Partners LLC | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.18K | 0.00% | +2+14.3% | Added |
| Kilter Group LLC | 16 | $2.18K | 0.00% | +5+45.5% | Added |
| Clark Wealth Partners | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 18 | $2.45K | 0.00% | +18 | New |
| Wealth Watch Advisors, INC | 20 | $2.72K | 0.00% | +13+185.7% | Added |
| Oakworth Capital, Inc. | 20 | $2.72K | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 20 | $2.72K | 0.00% | +20 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $2.73K | 0.00% | −14−41.2% | Reduced |
| Imprint Wealth LLC | 21 | $2.86K | 0.01% | −53−71.6% | Reduced |
| Aspect Partners, LLC | 21 | $2.90K | 0.00% | +1+5.0% | Added |
| Greenline Wealth Management LLC | 21 | $2.91K | 0.00% | +21 | New |
| Strategic Wealth Advisors LLC | 27 | $3.00K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $3.26K | 0.00% | +24 | New |
| United Community Bank | 24 | $3.26K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 24 | $3.26K | 0.00% | +24 | New |
| Abound Wealth Management | 27 | $3.67K | 0.00% | −113−80.7% | Reduced |
| Ares Financial Consulting, LLC | 27 | $3.67K | 0.00% | +27 | New |
| Whipplewood Advisors, LLC | 28 | $3.81K | 0.00% | +28 | New |
| T. Rowe Price Investment Management, Inc. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 30 | $4.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 31 | $4.22K | 0.00% | −4−11.4% | Reduced |
| SHP Wealth Management | 33 | $4.49K | 0.00% | +33 | New |
| Activest Wealth Management | 34 | $4.62K | 0.00% | −30−46.9% | Reduced |
| Motco | 35 | $4.76K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 35 | $4.76K | 0.00% | +5+16.7% | Added |
| Jessup Wealth Management, Inc | 35 | $4.76K | 0.00% | +35 | New |
| Bartlett & Co. Wealth Management LLC | 37 | $5.03K | 0.00% | +17+85.0% | Added |
| Laurel Wealth Advisors LLC | 37 | $5.03K | 0.00% | +37 | New |
| Quest 10 Wealth Builders, Inc. | 38 | $5.17K | 0.00% | −5−11.6% | Reduced |
| Sachetta, LLC | 38 | $5.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $5.30K | 0.00% | +10+34.5% | Added |
| Accent Capital Management, LLC | 40 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $5.44K | 0.00% | +40 | New |
| Cornerstone Financial Management LLC | 40 | $5.44K | 0.01% | +40 | New |
| Prestige Wealth Management Group LLC | 41 | $5.58K | 0.00% | −2−4.7% | Reduced |
| Golden State Wealth Management, LLC | 41 | $5.58K | 0.00% | +15+57.7% | Added |
| Luken Investment Analytics, LLC | 42 | $5.71K | 0.00% | +42 | New |
| Manchester Capital Management LLC | 43 | $5.85K | 0.00% | −432−90.9% | Reduced |
| Albion Financial Group | 43 | $5.85K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 43 | $5.85K | 0.00% | +43 | New |
| Princeton Global Asset Management LLC | 46 | $6.26K | 0.00% | +46 | New |
| Rocky Mountain Advisers, LLC | 47 | $6.39K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 48 | $6.53K | 0.00% | +48 | New |
| ORG Partners LLC | 49 | $6.65K | 0.00% | +1+2.1% | Added |
| Signature Equity Partners, LLC | 50 | $6.80K | 0.00% | +50 | New |
| Legacy Wealth Managment, LLC | 52 | $7.07K | 0.00% | +52 | New |
| Vermillion & White Wealth Management Group, LLC | 55 | $7.48K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 57 | $7.75K | 0.00% | +57 | New |
| Operose Advisors LLC | 59 | $8.02K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 61 | $8.29K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 61 | $8.29K | 0.00% | +61 | New |
| Arbor Wealth Management LLC | 61 | $8.29K | 0.01% | +61 | New |
| Swiss Re Ltd | 62 | $8.43K | 0.00% | +62 | New |