| Castleview Partners, LLC | 2 | $0 | 0.00% | −1,248−99.8% | Reduced |
| Coastal Capital Group, Inc. | 80 | $0 | 0.00% | −300−78.9% | Reduced |
| Sargent Bickham Lagudis LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 105 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $0 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 107 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $0 | 0.00% | −10−15.6% | Reduced |
| Compagnie Lombard Odier SCmA | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 31 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 160 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 60 | $0 | 0.00% | −81−57.4% | Reduced |
| BCR Wealth Strategies, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 11 | $0 | 0.00% | +11 | New |
| Peoples Financial Services Corp. | 15 | $0 | 0.00% | +15 | New |
| ACG Wealth | 6 | $0 | 0.00% | +6 | New |
| TFC Financial Management | 9 | $0 | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 20 | $0 | 0.00% | +20 | New |
| Coston, McIsaac & Partners | 15 | $0 | 0.00% | +15 | New |
| PFS Partners, LLC | 7 | $33 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 79 | $365 | 0.00% | +79 | New |
| Bartlett & Co. Wealth Management LLC | 119 | $549 | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 180 | $830 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 285 | $1.00K | 0.00% | −2,021−87.6% | Reduced |
| Concord Wealth Partners | 164 | $1.00K | 0.00% | −298−64.5% | Reduced |
| Brown Brothers Harriman & Co | 318 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $1.00K | 0.00% | −120−37.5% | Reduced |
| Toth Financial Advisory Corp | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 290 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 119 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 243 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $1.00K | 0.00% | +116 | New |
| TD Private Client Wealth LLC | 425 | $1.96K | 0.00% | +102+31.6% | Added |
| Montag A & Associates Inc | 338 | $2.00K | 0.00% | −1,681−83.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 445 | $2.00K | 0.00% | −101−18.5% | Reduced |
| CVA Family Office, LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 508 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 534 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 515 | $2.00K | 0.00% | +215+71.7% | Added |
| Versant Capital Management, Inc | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 445 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $2.00K | 0.00% | +500 | New |
| Bell Investment Advisors, Inc | 470 | $2.00K | 0.00% | +470 | New |
| Raffa Wealth Management, LLC | 491 | $2.26K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 689 | $3.00K | 0.00% | +1+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 600 | $3.00K | 0.00% | −200−25.0% | Reduced |
| JJJ Advisors Inc. | 550 | $3.00K | 0.00% | −242−30.6% | Reduced |
| Larson Financial Group LLC | 756 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 751 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 591 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 550 | $3.00K | 0.00% | +550 | New |
| Financial Perspectives, Inc | 725 | $3.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 971 | $4.00K | 0.00% | +1+0.1% | Added |
| Northern Oak Wealth Management Inc | 974 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 885 | $4.00K | 0.00% | −26−2.9% | Reduced |
| Charter Oak Capital Management, LLC | 922 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 938 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 771 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 768 | $4.00K | 0.00% | +38+5.2% | Added |
| Tyler-Stone Wealth Management | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 930 | $4.00K | 0.00% | +930 | New |
| JFS Wealth Advisors, LLC | 1,188 | $5.00K | 0.00% | −1,403−54.1% | Reduced |
| Tradewinds Capital Management, LLC | 1,168 | $5.00K | 0.00% | −1,069−47.8% | Reduced |
| Steward Financial Group LLC | 1,300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,039 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,013 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,021 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,044 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,064 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,118 | $5.00K | 0.00% | 00.0% | Unchanged |