| Turning Point Benefit Group, Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $135 | 0.00% | −5−71.4% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $152 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $154 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 3 | $202 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $337 | 0.00% | −14−73.7% | Reduced |
| Creative Financial Designs Inc | 5 | $337 | 0.00% | −6−54.5% | Reduced |
| Solstein Capital, LLC | 5 | $337 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $337 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $350 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $404 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $407 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $539 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $540 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $540 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 9 | $607 | 0.00% | +1+12.5% | Added |
| Aspect Partners, LLC | 9 | $607 | 0.00% | +9 | New |
| Hoey Investments, Inc | 10 | $674 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $674 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $674 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $674 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 10 | $707 | 0.00% | +10 | New |
| Flagship Harbor Advisors, LLC | 10 | $714 | 0.00% | +10 | New |
| Quattro Advisors LLC | 11 | $741 | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 13 | $877 | 0.00% | +13 | New |
| Fairscale Capital, LLC | 13 | $881 | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 12 | $924 | 0.00% | +12 | New |
| First Horizon Corp | 14 | $943 | 0.00% | +11+366.7% | Added |
| Torren Management, LLC | 15 | $997 | 0.00% | +15 | New |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | −6−28.6% | Reduced |
| Key Financial Inc | 15 | $1.01K | 0.00% | −16−51.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.01K | 0.00% | +14+1,400.0% | Added |
| Greenline Wealth Management LLC | 16 | $1.08K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.08K | 0.00% | +3+23.1% | Added |
| Clark Wealth Partners | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.21K | 0.00% | −9−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $1.28K | 0.00% | +12+171.4% | Added |
| IMG Wealth Management, Inc. | 20 | $1.35K | 0.00% | +20 | New |
| Rossby Financial, LCC | 20 | $1.35K | 0.00% | +20 | New |
| MCF Advisors LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $1.48K | 0.00% | +3+15.8% | Added |
| Estabrook Capital Management | 23 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $1.69K | 0.00% | −7−21.9% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 28 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 29 | $1.95K | 0.00% | +29 | New |
| Abound Wealth Management | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $2.10K | 0.00% | +23+287.5% | Added |
| Asset Dedication, LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 35 | $2.34K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 36 | $2.43K | 0.00% | +8+28.6% | Added |
| Marquette Asset Management, LLC | 36 | $2.43K | 0.00% | +36 | New |
| International Assets Investment Management, LLC | 38 | $2.56K | 0.00% | +38 | New |
| CBIZ Investment Advisory Services, LLC | 39 | $2.64K | 0.00% | +39 | New |
| Kilter Group LLC | 42 | $2.83K | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 44 | $2.97K | 0.00% | +40+1,000.0% | Added |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | +50 | New |
| DT Investment Partners, LLC | 46 | $3.10K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 47 | $3.17K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 47 | $3.17K | 0.00% | +47 | New |
| Ares Financial Consulting, LLC | 50 | $3.37K | 0.00% | +50 | New |
| Howard Hughes Medical Institute | 55 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 58 | $3.91K | 0.00% | +58 | New |
| Horizon Bancorp Inc | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $4.00K | 0.00% | +1+1.5% | Added |
| Avion Wealth | 64 | $4.00K | 0.00% | +17+36.2% | Added |
| Johnson Financial Group, Inc. | 60 | $4.07K | 0.00% | +1+1.7% | Added |
| Sachetta, LLC | 61 | $4.11K | 0.00% | −539−89.8% | Reduced |
| Basecamp Wealth Advisors LLC | 61 | $4.11K | 0.00% | +61 | New |
| Keating Financial Advisory Services, Inc. | 64 | $4.31K | 0.00% | +64 | New |
| Westfuller Advisors, LLC | 64 | $4.38K | 0.00% | +64 | New |
| High Note Wealth, LLC | 66 | $4.45K | 0.00% | +66 | New |
| Cornerstone Financial Management LLC | 70 | $4.72K | 0.00% | +70 | New |
| Activest Wealth Management | 73 | $4.95K | 0.00% | +70+2,333.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 77 | $5.19K | 0.00% | +10+14.9% | Added |
| Graney & King, LLC | 81 | $5.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $5.54K | 0.00% | +72+720.0% | Added |
| Trust Co of Vermont | 83 | $5.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 88 | $5.93K | 0.00% | −49−35.8% | Reduced |
| Hanson & Doremus Investment Management | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 90 | $6.07K | 0.00% | +90 | New |
| Harbour Investments, Inc. | 93 | $6.27K | 0.00% | −95−50.5% | Reduced |
| Caldwell Trust Co | 96 | $6.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $6.82K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 102 | $6.87K | 0.00% | +5+5.2% | Added |
| Elyxium Wealth, LLC | 109 | $7.34K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 109 | $7.35K | 0.00% | +96+738.5% | Added |