| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 0 | $1 | 0.00% | 0 | New |
| Scarborough Advisors, LLC | 1 | $120 | 0.00% | −2−66.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $120 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $360 | 0.00% | −83−96.5% | Reduced |
| Breakwater Investment Management | 4 | $479 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $599 | 0.00% | +5 | New |
| New Millennium Group LLC | 6 | $706 | 0.00% | −2−25.0% | Reduced |
| Arcadia Investment Management Corp | 6 | $719 | 0.00% | +6 | New |
| Bank of New Hampshire | 7 | $838 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $838 | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 7 | $839 | 0.00% | +5+250.0% | Added |
| Davis Capital Management | 8 | $958 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $1.20K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $1.20K | 0.00% | +10 | New |
| Cypress Capital Management LLC (WY) | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 12 | $1.44K | 0.00% | +12 | New |
| Prosperity Bancshares Inc | 13 | $1.56K | 0.00% | +13 | New |
| Affinity Wealth LLC | 13 | $1.56K | 0.00% | +13 | New |
| Investors Portfolio Services LLC | 13 | $1.56K | 0.00% | +13 | New |
| Caitlin John, LLC | 16 | $1.88K | 0.00% | −4−20.0% | Reduced |
| Luminist Capital LLC | 16 | $1.92K | 0.00% | +16 | New |
| TFC Financial Management | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $2.16K | 0.00% | +4+28.6% | Added |
| Fortis Group Advisors, LLC | 19 | $2.27K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $2.65K | 0.00% | −21−48.8% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 23 | $2.74K | 0.00% | +23 | New |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 26 | $3.11K | 0.00% | +7+36.8% | Added |
| Optima Capital LLC | 26 | $3.12K | 0.00% | +26 | New |
| Greykasell Wealth Strategies, Inc. | 26 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $3.23K | 0.00% | +3+12.5% | Added |
| Rakuten Securities, Inc. | 28 | $3.35K | 0.00% | +27+2,700.0% | Added |
| Smallwood Wealth Investment Management, LLC | 29 | $3.47K | 0.00% | +16+123.1% | Added |
| Hughes Financial Services, LLC | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $3.59K | 0.00% | +5+20.0% | Added |
| Alerus Financial NA | 31 | $3.71K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 31 | $3.71K | 0.00% | +31 | New |
| MPWM Advisory Solutions, LLC | 33 | $3.95K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $4.07K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $4.19K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 35 | $4.19K | 0.00% | +35 | New |
| CBIZ Investment Advisory Services, LLC | 35 | $4.21K | 0.00% | −5−12.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 36 | $4.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 38 | $4.55K | 0.00% | +8+26.7% | Added |
| Clark Wealth Partners | 39 | $4.67K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 41 | $4.91K | 0.00% | +31+310.0% | Added |
| Red Tortoise LLC | 43 | $5.15K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 43 | $5.15K | 0.00% | +43 | New |
| CWM Advisors, LLC | 44 | $5.22K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 47 | $5.61K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 48 | $5.70K | 0.00% | +1+2.1% | Added |
| Elevated Capital Advisors, LLC | 48 | $5.75K | 0.00% | +48 | New |
| Quarry LP | 49 | $5.87K | 0.00% | −3,856−98.7% | Reduced |
| Mascoma Wealth Management LLC | 49 | $5.87K | 0.00% | +16+48.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.99K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $5.99K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $5.99K | 0.01% | +50 | New |
| Clean Yield Group | 51 | $6.11K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $6.11K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 51 | $6.11K | 0.00% | +51 | New |
| Princeton Global Asset Management LLC | 52 | $6.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $6.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $6.23K | 0.00% | +28+116.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $6.68K | 0.00% | −76−57.6% | Reduced |
| Hollencrest Capital Management | 56 | $6.71K | 0.00% | −17−23.3% | Reduced |
| Quattro Advisors LLC | 57 | $6.78K | 0.01% | +57 | New |
| Ameriflex Group, Inc. | 57 | $6.83K | 0.00% | −57−50.0% | Reduced |
| Bangor Savings Bank | 57 | $6.83K | 0.00% | +57 | New |
| Triumph Capital Management | 59 | $7.07K | 0.00% | +59 | New |
| Quaker Wealth Management, LLC | 61 | $7.30K | 0.00% | +52+577.8% | Added |
| Tucker Asset Management LLC | 61 | $7.30K | 0.00% | +61 | New |
| Lodestone Wealth Management LLC | 61 | $7.30K | 0.00% | +61 | New |
| South Plains Financial, Inc. | 62 | $7.42K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 63 | $7.62K | 0.00% | +63 | New |
| Westend Capital Management, LLC | 68 | $8.14K | 0.00% | −43−38.7% | Reduced |
| HFM Investment Advisors, LLC | 68 | $8.14K | 0.00% | +49+257.9% | Added |
| Cornerstone Financial Management LLC | 70 | $8.38K | 0.01% | +70 | New |
| Lloyd Advisory Services, LLC. | 71 | $8.50K | 0.00% | +71 | New |
| ZRC Wealth Management, LLC | 72 | $8.62K | 0.00% | +52+260.0% | Added |
| Redmont Wealth Advisors LLC | 75 | $8.98K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 77 | $9.22K | 0.00% | +77 | New |
| HighMark Wealth Management LLC | 79 | $9.46K | 0.00% | +2+2.6% | Added |
| Cedar Mountain Advisors, LLC | 81 | $9.70K | 0.00% | −3−3.6% | Reduced |
| Colonial Trust Advisors | 83 | $9.94K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 84 | $10.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 84 | $10.1K | 0.00% | +69+460.0% | Added |
| Cetera Trust Company, N.A | 85 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 86 | $10.3K | 0.00% | +21+32.3% | Added |
| Boreal Capital Management LLC | 87 | $10.5K | 0.01% | +87 | Added |
| Country Trust Bank | 88 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 89 | $10.7K | 0.00% | +12+15.6% | Added |
| NBT Bank N A | 90 | $10.8K | 0.00% | 00.0% | Unchanged |