| Avion Wealth | 8 | $0 | 0.00% | −42−84.0% | Reduced |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $112 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $168 | 0.00% | +3 | New |
| Horizon Investments, LLC | 6 | $336 | 0.00% | −6−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 7 | $392 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $393 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 9 | $504 | 0.00% | +9 | New |
| Hilton Head Capital Partners, LLC | 10 | $560 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $561 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 12 | $672 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 14 | $784 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 14 | $784 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 15 | $841 | 0.00% | +3+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $897 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $952 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $953 | 0.00% | −1−5.6% | Reduced |
| Kilter Group LLC | 17 | $953 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 20 | $1.00K | 0.00% | −30−60.0% | Reduced |
| Dunhill Financial, LLC | 18 | $1.01K | 0.00% | −3−14.3% | Reduced |
| Wilkerson Advisory Group LLC | 19 | $1.06K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $1.12K | 0.00% | −30−60.0% | Reduced |
| Valley National Advisers Inc | 20 | $1.12K | 0.00% | +20 | New |
| Proathlete Wealth Management LLC | 21 | $1.18K | 0.00% | +17+425.0% | Added |
| Manning & Napier Advisors LLC | 24 | $1.31K | 0.00% | +24 | New |
| Independence Bank of Kentucky | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 25 | $1.40K | 0.00% | +25 | New |
| Cromwell Holdings LLC | 29 | $1.62K | 0.00% | +7+31.8% | Added |
| Investors Research Corp | 30 | $1.68K | 0.00% | −105−77.8% | Reduced |
| NBT Bank N A | 30 | $1.68K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 32 | $1.79K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $1.96K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 35 | $1.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.35K | 0.00% | −49−53.8% | Reduced |
| Allied Private Wealth LLC | 47 | $2.49K | 0.00% | +47 | New |
| Versant Capital Management, Inc | 45 | $2.52K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 48 | $2.69K | 0.00% | −21−30.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 49 | $2.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.75K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 53 | $2.97K | 0.00% | −451−89.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 53 | $2.97K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 56 | $3.14K | 0.00% | +56 | New |
| Action Point Financial Planning, LLC | 60 | $3.30K | 0.00% | +60 | New |
| GFS Advisors, LLC | 79,011 | $3.36K | 0.00% | +79,011 | New |
| Bell Investment Advisors, Inc | 66 | $3.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 66 | $3.70K | 0.00% | +66 | New |
| Kennebec Savings Bank | 68 | $3.81K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 70 | $3.92K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 70 | $3.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 83 | $4.00K | 0.00% | −42−33.6% | Reduced |
| HHM Wealth Advisors, LLC | 75 | $4.20K | 0.00% | −75−50.0% | Reduced |
| Bangor Savings Bank | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 75 | $4.20K | 0.00% | +29+63.0% | Added |
| Planning Strategies Inc. | 75 | $4.20K | 0.00% | +75 | New |
| Main Street Group, LTD | 76 | $4.26K | 0.00% | +76 | New |
| High Point Wealth Management, LLC | 78 | $4.37K | 0.00% | +78 | New |
| Archer Investment Corp | 80 | $4.48K | 0.00% | −1,021−92.7% | Reduced |
| MidFirst Bank | 80 | $4.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $4.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 85 | $4.76K | 0.00% | +17+25.0% | Added |
| Adirondack Trust Co | 88 | $4.93K | 0.00% | +76+633.3% | Added |
| Forum Finance Group S.A. | 100 | $5.00K | 0.00% | −1,000−90.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 70 | $5.00K | 0.00% | +10+16.7% | Added |
| RMG Wealth Management LLC | 100 | $5.41K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 97 | $5.43K | 0.00% | −1−1.0% | Reduced |
| Golden State Wealth Management, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 104 | $5.83K | 0.00% | +104 | New |
| Silver Grove Financial Group, Inc. | 107 | $5.99K | 0.00% | +107 | New |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 108 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 123 | $6.89K | 0.00% | +3+2.5% | Added |
| Country Trust Bank | 130 | $7.28K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 130 | $7.28K | 0.00% | +31+31.3% | Added |
| Transamerica Financial Advisors, Inc. | 130 | $7.34K | 0.00% | −464−78.1% | Reduced |
| Mather Group, LLC. | 139 | $7.79K | 0.00% | −424−75.3% | Reduced |
| Creative Financial Designs Inc | 140 | $7.84K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 143 | $8.01K | 0.00% | +93+186.0% | Added |
| Concord Wealth Partners | 147 | $8.25K | 0.00% | +147 | New |
| Sachetta, LLC | 149 | $8.35K | 0.00% | −7−4.5% | Reduced |
| Millstone Evans Group, LLC | 150 | $8.40K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 151 | $8.46K | 0.00% | +151 | New |
| Comprehensive Financial Planning, Inc. | 155 | $8.68K | 0.00% | +5+3.3% | Added |
| Institute for Wealth Management, LLC. | 158 | $8.85K | 0.00% | +158 | New |
| Steigerwald, Gordon & Koch Inc. | 163 | $9.13K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 164 | $9.19K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 165 | $9.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 171 | $9.58K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 172 | $9.63K | 0.00% | +172 | New |
| First Command Advisory Services, Inc. | 175 | $9.80K | 0.00% | +175 | New |
| CNB Bank | 179 | $10.0K | 0.00% | +100+126.6% | Added |