| Key Financial Inc | 2 | $278 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $278 | 0.00% | +2 | New |
| Strategic Advocates LLC | 2 | $286 | 0.00% | +2 | New |
| Aspect Partners, LLC | 3 | $430 | 0.00% | −25−89.3% | Reduced |
| IMA Wealth, Inc. | 3 | $430 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $430 | 0.00% | +3 | New |
| Strategic Investment Solutions, Inc. | 4 | $573 | 0.00% | −3,845−99.9% | Reduced |
| Caitlin John, LLC | 4 | $573 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $716 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $716 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $716 | 0.00% | +5 | New |
| High Note Wealth, LLC | 6 | $859 | 0.00% | +1+20.0% | Added |
| DecisionPoint Financial, LLC | 7 | $974 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Davis Capital Management | 7 | $1.00K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 8 | $1.15K | 0.00% | +8 | New |
| Proathlete Wealth Management LLC | 10 | $1.43K | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $1.43K | 0.00% | −7−41.2% | Reduced |
| NBT Bank N A | 143 | $1.43K | 0.00% | +133+1,330.0% | Added |
| HighMark Wealth Management LLC | 10 | $1.43K | 0.00% | +5+100.0% | Added |
| Chelsea Counsel Co | 10 | $1.43K | 0.00% | +10 | New |
| Bangor Savings Bank | 10 | $1.43K | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 13 | $1.86K | 0.00% | +13 | New |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 14 | $2.05K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 18 | $2.12K | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 15 | $2.15K | 0.00% | +15 | New |
| Stone House Investment Management, LLC | 15 | $2.15K | 0.00% | +15 | New |
| Greykasell Wealth Strategies, Inc. | 15 | $2.15K | 0.00% | +15 | New |
| Jefferies Financial Group Inc. | 16 | $2.29K | 0.00% | −5,141−99.7% | Reduced |
| American Capital Advisory, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.29K | 0.00% | +4+33.3% | Added |
| Financial Consulate, Inc | 16 | $2.29K | 0.00% | +16 | New |
| Seneschal Advisors, LLC | 16 | $2.29K | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $2.58K | 0.00% | +18 | New |
| Peterson Wealth Services | 65 | $2.86K | 0.00% | +45+225.0% | Added |
| Hurley Capital, LLC | 20 | $2.86K | 0.00% | +20 | New |
| North Capital, Inc. | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $3.72K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 26 | $3.72K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 27 | $3.87K | 0.00% | +27 | New |
| City Holding Co | 29 | $4.15K | 0.00% | +29 | New |
| Glen Eagle Advisors, LLC | 31 | $4.44K | 0.00% | +31 | New |
| Wealth Watch Advisors, INC | 31 | $4.44K | 0.00% | +31 | New |
| Onefund, LLC | 36 | $5.15K | 0.00% | +36 | New |
| Colonial Trust Co | 37 | $5.26K | 0.00% | +3+8.8% | Added |
| ORG Wealth Partners, LLC | 37 | $5.30K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 37 | $5.30K | 0.00% | +13+54.2% | Added |
| Retirement Wealth Solutions LLC | 37 | $5.30K | 0.00% | +37 | New |
| Oakworth Capital, Inc. | 39 | $5.58K | 0.00% | +39 | New |
| GHP Investment Advisors, Inc. | 39 | $5.58K | 0.00% | +37+1,850.0% | Added |
| Caitong International Asset Management Co., Ltd | 40 | $5.73K | 0.00% | −267−87.0% | Reduced |
| Armstrong Advisory Group, Inc | 40 | $5.73K | 0.00% | +40 | New |
| Hazlett, Burt & Watson, Inc. | 41 | $6.00K | 0.00% | −5−10.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 37 | $6.00K | 0.00% | +37 | New |
| HFM Investment Advisors, LLC | 43 | $6.16K | 0.00% | +10+30.3% | Added |
| Bay Harbor Wealth Management, LLC | 44 | $6.30K | 0.00% | +14+46.7% | Added |
| Principia Wealth Advisory, LLC | 46 | $6.59K | 0.00% | +5+12.2% | Added |
| PayPay Securities Corp | 47 | $6.68K | 0.24% | +39+487.5% | Added |
| Accent Capital Management, LLC | 48 | $6.87K | 0.00% | +48 | New |
| Center for Financial Planning, Inc. | 50 | $7.16K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.16K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 54 | $7.73K | 0.00% | −15−21.7% | Reduced |
| Kilter Group LLC | 54 | $7.73K | 0.00% | +54 | New |
| Medallion Wealth Advisors, LLC | 57 | $8.16K | 0.00% | +46+418.2% | Added |
| Fairscale Capital, LLC | 59 | $8.45K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 59 | $8.45K | 0.00% | +59 | New |
| Vermillion & White Wealth Management Group, LLC | 62 | $8.88K | 0.01% | +62 | New |
| Capital Analysts, LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 63 | $9.02K | 0.00% | +39+162.5% | Added |
| Hughes Financial Services, LLC | 67 | $9.10K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 64 | $9.16K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 65 | $9.31K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 67 | $9.59K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 75 | $10.7K | 0.00% | +75 | New |
| Bullock Wealth Management Group | 78 | $10.9K | 0.01% | −90−53.6% | Reduced |
| Ameritas Advisory Services, LLC | 80 | $11.5K | 0.00% | −515−86.6% | Reduced |
| Abound Wealth Management | 80 | $11.5K | 0.00% | +80 | New |
| Advanced Portfolio Management, LLC | 83 | $11.9K | 0.03% | +83 | New |
| DiNuzzo Private Wealth, Inc. | 116 | $12.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 86 | $12.3K | 0.00% | +86 | New |
| Grove Bank & Trust | 87 | $12.5K | 0.00% | +87 | New |
| Dogwood Wealth Management LLC | 92 | $13.2K | 0.01% | +2+2.2% | Added |
| Highline Wealth Partners LLC | 95 | $13.6K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 96 | $13.7K | 0.00% | +96 | New |
| Colonial Trust Advisors | 100 | $14.3K | 0.00% | −300−75.0% | Reduced |
| Central Trust Co | 100 | $14.3K | 0.00% | +100 | New |
| First United Bank Trust | 100 | $14.3K | 0.00% | +100 | New |
| Darwin Advisors, LLC | 100 | $14.3K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 95 | $14.5K | 0.00% | +45+90.0% | Added |
| TFC Financial Management | 103 | $14.7K | 0.00% | +100+3,333.3% | Added |
| Vermillion Wealth Management, Inc. | 110 | $15.8K | 0.00% | +110 | New |
| Cornerstone Planning Group LLC | 141 | $15.9K | 0.00% | −84−37.3% | Reduced |
| Cromwell Holdings LLC | 112 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $16.5K | 0.00% | +17+17.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 118 | $16.9K | 0.00% | +118 | New |
