| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 519 | $194 | 0.00% | −34,987−98.5% | Reduced |
| DecisionPoint Financial, LLC | 1 | $373 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $378 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $378 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $379 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $379 | 0.00% | +1 | New |
| Peterson Wealth Services | 2 | $756 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $756 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $756 | 0.00% | +2 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Signature Resources Capital Management, LLC | 3 | $1.13K | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $1.14K | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $1.14K | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $1.51K | 0.00% | +3+300.0% | Added |
| FSA Wealth Management LLC | 4 | $1.51K | 0.00% | +4 | New |
| Transce3nd, LLC | 5 | $1.89K | 0.00% | −69−93.2% | Reduced |
| First Command Advisory Services, Inc. | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.89K | 0.00% | +3+150.0% | Added |
| Tortoise Investment Management, LLC | 5 | $1.89K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $1.89K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.27K | 0.00% | +1+20.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $2.27K | 0.00% | +3+100.0% | Added |
| WealthCollab, LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $2.65K | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 7 | $2.65K | 0.00% | −5−41.7% | Reduced |
| American National Bank | 7 | $2.65K | 0.00% | +1+16.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $3.02K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $3.02K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $3.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $3.40K | 0.00% | +5+125.0% | Added |
| Aventura Private Wealth, LLC | 10 | $3.78K | 0.00% | +6+150.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 10 | $3.78K | 0.00% | +9+900.0% | Added |
| N.E.W. Advisory Services LLC | 11 | $4.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $4.16K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $4.23K | 0.00% | −21−65.6% | Reduced |
| Hughes Financial Services, LLC | 11 | $4.26K | 0.00% | +5+83.3% | Added |
| WealthTrak Capital Management LLC | 12 | $4.54K | 0.00% | +10+500.0% | Added |
| Riggs Asset Managment Co. Inc. | 12 | $4.54K | 0.00% | +12 | New |
| Bangor Savings Bank | 13 | $4.92K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $4.92K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $4.92K | 0.00% | +13 | New |
| Capital A Wealth Management, LLC | 23 | $4.96K | 0.06% | +20+666.7% | Added |
| Fairscale Capital, LLC | 13 | $5.28K | 0.00% | +13 | New |
| High Note Wealth, LLC | 14 | $5.29K | 0.00% | −3−17.6% | Reduced |
| Byrne Asset Management LLC | 14 | $5.29K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 14 | $5.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $5.29K | 0.00% | −2−12.5% | Reduced |
| Dogwood Wealth Management LLC | 15 | $5.66K | 0.00% | +14+1,400.0% | Added |
| Aspect Partners, LLC | 15 | $5.67K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $5.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $5.67K | 0.00% | −175−92.1% | Reduced |
| True Wealth Design, LLC | 15 | $5.67K | 0.00% | +4+36.4% | Added |
| UMA Financial Services, Inc. | 15 | $5.67K | 0.00% | +15 | New |
| Kings Path Partners LLC | 16 | $6.05K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $6.43K | 0.00% | +15+750.0% | Added |
| Nalls Sherbakoff Group, LLC | 18 | $6.80K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $6.81K | 0.00% | +18 | New |
| Keener Financial Planning LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $7.18K | 0.00% | +2+11.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $7.19K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $8.32K | 0.00% | −49−69.0% | Reduced |
| Cornerstone Planning Group LLC | 23 | $8.95K | 0.00% | +8+53.3% | Added |
| Millstone Evans Group, LLC | 24 | $9.07K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $9.45K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 25 | $9.45K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $9.83K | 0.00% | −1−3.7% | Reduced |
| Safe Harbor Fiduciary, LLC | 30 | $11.3K | 0.01% | +30 | New |
| Whipplewood Advisors, LLC | 31 | $11.7K | 0.01% | −2,627−98.8% | Reduced |
| Howard Hughes Medical Institute | 31 | $11.7K | 0.00% | +31 | New |
| Ogorek Anthony Joseph | 32 | $12.0K | 0.00% | +3+10.3% | Added |
| Evergreen Private Wealth LLC | 33 | $12.5K | 0.01% | +33 | New |
| Asset Dedication, LLC | 34 | $12.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $12.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $12.9K | 0.00% | +6+21.4% | Added |
| Rosenberg Matthew Hamilton | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $13.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 35 | $13.3K | 0.01% | +34+3,400.0% | Added |
| Cranbrook Wealth Management, LLC | 37 | $14.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 37 | $14.0K | 0.01% | +33+825.0% | Added |
| Avion Wealth | 38 | $14.0K | 0.00% | +16+72.7% | Added |
| Bell Investment Advisors, Inc | 44 | $16.6K | 0.00% | +4+10.0% | Added |
| Burkett Financial Services, LLC | 49 | $18.5K | 0.01% | +49 | New |
| Holos Integrated Wealth LLC | 48 | $18.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $19.7K | 0.01% | +7+15.6% | Added |
| Rakuten Securities, Inc. | 56 | $21.2K | 0.01% | −10−15.2% | Reduced |
| Front Row Advisors LLC | 56 | $21.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 60 | $22.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 61 | $23.1K | 0.00% | −61−50.0% | Reduced |
| Copia Wealth Management | 67 | $25.3K | 0.02% | +56+509.1% | Added |
| PFS Partners, LLC | 67 | $25.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 67 | $25.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $26.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $26.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $26.5K | 0.00% | +43+159.3% | Added |
| Fortitude Family Office, LLC | 72 | $27.2K | 0.01% | +14+24.1% | Added |