| Quest 10 Wealth Builders, Inc. | 1 | $351 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $549 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $549 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $549 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $549 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $549 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $549 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $558 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $1.10K | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $1.10K | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $1.10K | 0.00% | +1+100.0% | Added |
| Delos Wealth Advisors, LLC | 2 | $1.10K | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $1.10K | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $1.10K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $1.65K | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $1.65K | 0.00% | −2−40.0% | Reduced |
| TFC Financial Management | 3 | $1.65K | 0.00% | −1−25.0% | Reduced |
| Barrett & Company, Inc. | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $1.65K | 0.00% | +1+50.0% | Added |
| Cape Investment Advisory, Inc. | 3 | $1.65K | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $1.65K | 0.00% | +3 | New |
| Greenberg Financial Group | 10,000 | $1.73K | 0.00% | +10,000 | New |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | −4−57.1% | Reduced |
| Quest Partners LLC | 4 | $2.20K | 0.00% | −1,499−99.7% | Reduced |
| Heritage Wealth Advisors | 4 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 4 | $2.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $2.24K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $2.75K | 0.00% | +3+150.0% | Added |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.29K | 0.00% | −2−25.0% | Reduced |
| Carolina Wealth Advisors, LLC | 6 | $3.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.29K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 6 | $3.29K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $3.29K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $3.30K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $3.59K | 0.00% | +2+50.0% | Added |
| Bellevue Asset Management, LLC | 7 | $3.84K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $3.84K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $3.84K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $3.84K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $3.84K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $4.06K | 0.00% | −24−77.4% | Reduced |
| Mascoma Wealth Management LLC | 8 | $4.39K | 0.00% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 8 | $4.39K | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 9 | $4.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $4.94K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 9 | $4.94K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 9 | $4.94K | 0.01% | +9 | New |
| Orion Capital Management LLC | 9 | $4.96K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $5.49K | 0.00% | −9−47.4% | Reduced |
| Abound Wealth Management | 10 | $5.49K | 0.00% | −3−23.1% | Reduced |
| Truvestments Capital LLC | 10 | $5.49K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $5.49K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $5.80K | 0.00% | +8+400.0% | Added |
| Ogorek Anthony Joseph | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 11 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $6.04K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $6.04K | 0.00% | +3+37.5% | Added |
| Kilter Group LLC | 11 | $6.04K | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 6,812 | $6.81K | 0.00% | −189−2.7% | Reduced |
| Avion Wealth | 14 | $7.00K | 0.00% | +7+100.0% | Added |
| Red Tortoise LLC | 13 | $7.14K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 13 | $7.14K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 13 | $7.14K | 0.00% | +2+18.2% | Added |
| Rossby Financial, LCC | 14 | $7.68K | 0.00% | +3+27.3% | Added |
| Activest Wealth Management | 14 | $7.68K | 0.00% | +12+600.0% | Added |
| Brown, Lisle/Cummings, Inc. | 14 | $7.90K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 15 | $8.23K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 15 | $8.23K | 0.00% | +15 | New |
| Johnson Financial Group, Inc. | 15 | $8.23K | 0.00% | −658−97.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 15 | $8.23K | 0.00% | +15 | New |
| Clark Wealth Partners | 16 | $8.78K | 0.01% | +13+433.3% | Added |
| Boreal Capital Management LLC | 16 | $8.78K | 0.01% | +16 | New |
| North Capital, Inc. | 17 | $9.33K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $9.33K | 0.01% | +10+142.9% | Added |
| Private Wealth Management Group, LLC | 18 | $9.88K | 0.00% | +6+50.0% | Added |
| Westside Investment Management, Inc. | 18 | $10.0K | 0.00% | +12+200.0% | Added |
| WPG Advisers, LLC | 19 | $10.4K | 0.01% | +17+850.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $11.0K | 0.00% | +20 | New |
| Bank of Jackson Hole Trust | 20 | $11.0K | 0.01% | +20 | New |
| Chelsea Counsel Co | 20 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $11.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 21 | $11.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $12.0K | 0.00% | −5−19.2% | Reduced |
| Financial Network Wealth Advisors LLC | 22 | $12.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 23 | $12.6K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 24 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $13.2K | 0.01% | +13+118.2% | Added |
| Archer Investment Corp | 24 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $13.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 25 | $13.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 26 | $14.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 26 | $14.3K | 0.00% | +26 | New |