| Quest 10 Wealth Builders, Inc. | 1 | $399 | 0.00% | −4−80.0% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $622 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $623 | 0.00% | −5−83.3% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $623 | 0.00% | −2−66.7% | Reduced |
| Financial Consulate, Inc | 1 | $623 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $623 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $623 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $623 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $623 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $623 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $623 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $623 | 0.00% | +1 | New |
| Trust Co | 1 | $623 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $623 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $623 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $623 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $623 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $623 | 0.00% | +1 | New |
| McGuire Capital Advisors Inc | 1 | $623 | 0.00% | +1 | New |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $652 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $654 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $1.25K | 0.00% | −26−92.9% | Reduced |
| Winnow Wealth LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $1.25K | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $1.87K | 0.00% | −1−25.0% | Reduced |
| HHM Wealth Advisors, LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.87K | 0.00% | +3 | New |
| High Note Wealth, LLC | 3 | $1.87K | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $1.87K | 0.00% | +3 | New |
| Harvest Fund Management Co., Ltd | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.26K | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 4 | $2.49K | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 5 | $3.11K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $3.11K | 0.00% | +3+150.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5 | $3.11K | 0.00% | +3+150.0% | Added |
| American National Bank | 5 | $3.11K | 0.00% | +5 | New |
| Bullseye Investment Management, LLC | 5 | $3.11K | 0.00% | +5 | New |
| Wilkerson Advisory Group LLC | 5 | $3.11K | 0.00% | +5 | New |
| Advocate Investing Services LLC | 5 | $3.11K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $3.74K | 0.00% | −161−96.4% | Reduced |
| Wealth Watch Advisors, INC | 6 | $3.74K | 0.00% | −1−14.3% | Reduced |
| Sunbelt Securities, Inc. | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $3.74K | 0.00% | +6 | New |
| Fairman Group, LLC | 6 | $3.74K | 0.00% | +6 | New |
| Strategic Wealth Advisors LLC | 7 | $4.00K | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 2,109 | $4.12K | 0.00% | +2,109 | New |
| Bay Harbor Wealth Management, LLC | 7 | $4.36K | 0.00% | +3+75.0% | Added |
| Arlington Trust Co LLC | 7 | $4.36K | 0.00% | −117−94.4% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $4.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $4.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $4.56K | 0.00% | +6+600.0% | Added |
| Dunhill Financial, LLC | 8 | $4.95K | 0.00% | +1+14.3% | Added |
| Creative Financial Designs Inc | 8 | $4.98K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $4.98K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.98K | 0.00% | +1+14.3% | Added |
| Dogwood Wealth Management LLC | 8 | $4.98K | 0.00% | +4+100.0% | Added |
| HighMark Wealth Management LLC | 9 | $5.60K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 9 | $5.60K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $6.23K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $6.23K | 0.01% | +3+42.9% | Added |
| J.Safra Asset Management Corp | 10 | $6.23K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $6.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,812 | $6.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $6.85K | 0.00% | −8−42.1% | Reduced |
| Bangor Savings Bank | 11 | $6.85K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $6.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $6.85K | 0.00% | −1−8.3% | Reduced |
| Legacy Bridge, LLC | 11 | $6.85K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $6.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $7.00K | 0.00% | +1+9.1% | Added |
| Bayban | 12 | $7.47K | 0.01% | +12 | New |
| Avion Wealth | 14 | $8.00K | 0.00% | −1−6.7% | Reduced |
| Howard Hughes Medical Institute | 13 | $8.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $8.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $8.10K | 0.00% | +2+18.2% | Added |
| SHP Wealth Management | 13 | $8.27K | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 13 | $8.36K | 0.00% | +13 | New |
| United Community Bank | 14 | $8.72K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $8.72K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $8.72K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 14 | $8.72K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $8.96K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 15 | $9.34K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $9.34K | 0.01% | 00.0% | Unchanged |