| Mowery & Schoenfeld Wealth Management, LLC | 0 | $14 | 0.00% | −40−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 2 | $174 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $260 | 0.00% | −20−87.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $261 | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 3 | $294 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $347 | 0.00% | −14−77.8% | Reduced |
| Twin Tree Management, LP | 4 | $347 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $348 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $434 | 0.00% | −5−50.0% | Reduced |
| Synergy Investment Management, LLC | 6 | $521 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $522 | 0.00% | −4−40.0% | Reduced |
| 1015 Capital Partners, LLC | 7 | $608 | 0.00% | −3−30.0% | Reduced |
| Valued Wealth Advisors LLC | 8 | $695 | 0.00% | −8−50.0% | Reduced |
| Dunhill Financial, LLC | 8 | $712 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $782 | 0.00% | −10−52.6% | Reduced |
| HFM Investment Advisors, LLC | 9 | $782 | 0.00% | +2+28.6% | Added |
| Glen Eagle Advisors, LLC | 10 | $868 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $868 | 0.00% | +10 | New |
| Portus Wealth Advisors, LLC | 10 | $868 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $869 | 0.00% | −96−90.6% | Reduced |
| Avion Wealth | 22 | $1.00K | 0.00% | −20−47.6% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.04K | 0.00% | −17−58.6% | Reduced |
| Clayton Financial Group LLC | 13 | $1.13K | 0.00% | −26−66.7% | Reduced |
| Crewe Advisors LLC | 13 | $1.13K | 0.00% | +5+62.5% | Added |
| St Germain D J Co Inc | 13 | $1.13K | 0.00% | +13 | New |
| Bryn Mawr Trust Co | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 16 | $1.39K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 18 | $1.56K | 0.00% | −12−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18 | $1.56K | 0.00% | +18 | New |
| Vermillion Wealth Management, Inc. | 18 | $1.56K | 0.00% | +18 | New |
| First Pacific Financial | 18 | $1.56K | 0.00% | +18 | New |
| Burk Holdings LLC | 19 | $1.65K | 0.00% | +19 | New |
| Osbon Capital Management LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.74K | 0.00% | +8+66.7% | Added |
| Wall Street Financial Group, Inc. | 20 | $1.74K | 0.00% | +20 | New |
| Advocate Investing Services LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 23 | $2.00K | 0.00% | +8+53.3% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $2.08K | 0.00% | +3+14.3% | Added |
| Marquette Asset Management, LLC | 24 | $2.08K | 0.00% | +24 | New |
| Evermay Wealth Management LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26 | $2.22K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 26 | $2.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.26K | 0.00% | +26 | New |
| Innovative Asset Advisors Group, LLC | 26 | $2.26K | 0.00% | +26 | New |
| Whipplewood Advisors, LLC | 28 | $2.43K | 0.00% | +28 | New |
| Activest Wealth Management | 29 | $2.52K | 0.00% | +20+222.2% | Added |
| Private Wealth Management Group, LLC | 29 | $2.52K | 0.00% | −89−75.4% | Reduced |
| Gilpin Wealth Management, LLC | 29 | $2.52K | 0.00% | +29 | New |
| Hamrick Investment Counsel, llc | 29 | $2.52K | 0.00% | +29 | New |
| Abound Wealth Management | 29 | $2.52K | 0.00% | −32−52.5% | Reduced |
| MTM Investment Management, LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $2.60K | 0.00% | +6+25.0% | Added |
| Bogart Wealth, LLC | 33 | $2.87K | 0.00% | +25+312.5% | Added |
| SHP Wealth Management | 34 | $2.95K | 0.00% | +34 | New |
| WPG Advisers, LLC | 34 | $2.95K | 0.00% | −30−46.9% | Reduced |
| TD Capital Management LLC | 34 | $2.95K | 0.00% | +34 | New |
| Capital Analysts, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 35 | $3.04K | 0.00% | −286−89.1% | Reduced |
| Boreal Capital Management LLC | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 35 | $3.10K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $3.21K | 0.00% | +8+27.6% | Added |
| Legacy Wealth Managment, LLC | 40 | $3.47K | 0.00% | −29−42.0% | Reduced |
| Westfuller Advisors, LLC | 41 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 41 | $3.58K | 0.00% | +41 | New |
| Kingdom Financial Group LLC. | 41 | $3.58K | 0.00% | +41 | New |
| Cornerstone Financial Management LLC | 42 | $3.65K | 0.00% | +5+13.5% | Added |
| Bangor Savings Bank | 43 | $3.73K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $4.00K | 0.00% | −42−46.7% | Reduced |
| Hanson & Doremus Investment Management | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 47 | $4.08K | 0.00% | −140−74.9% | Reduced |
| Cornerstone Planning Group LLC | 49 | $4.14K | 0.00% | −26−34.7% | Reduced |
| United Financial Planning Group LLC | 49 | $4.25K | 0.00% | +49 | New |
| Torren Management, LLC | 51 | $4.41K | 0.00% | −559−91.6% | Reduced |
| Johnson Financial Group, Inc. | 51 | $4.43K | 0.00% | −765−93.8% | Reduced |
| Truvestments Capital LLC | 53 | $4.60K | 0.00% | −3−5.4% | Reduced |
| Anchor Investment Management, LLC | 55 | $4.78K | 0.00% | 00.0% | Unchanged |
| American National Bank | 57 | $4.95K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 58 | $5.04K | 0.00% | +58 | New |
| LFA - Lugano Financial Advisors SA | 59 | $5.10K | 0.00% | −250−80.9% | Reduced |
| McIlrath & Eck, LLC | 63 | $5.47K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 64 | $5.57K | 0.00% | +1+1.6% | Added |
| True Wealth Design, LLC | 66 | $5.73K | 0.00% | −8−10.8% | Reduced |
| Sound Income Strategies, LLC | 67 | $5.75K | 0.00% | −22−24.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 67 | $5.82K | 0.00% | +67 | New |