| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $140 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $140 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $210 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 4 | $280 | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 6 | $423 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $522 | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 8 | $558 | 0.00% | +8 | New |
| United Financial Planning Group LLC | 8 | $558 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $627 | 0.00% | +2+28.6% | Added |
| 1015 Capital Partners, LLC | 10 | $698 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 12 | $838 | 0.00% | −616−98.1% | Reduced |
| ZRC Wealth Management, LLC | 12 | $838 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 13 | $906 | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $977 | 0.00% | +12+600.0% | Added |
| Trust Co | 14 | $977 | 0.00% | +14 | New |
| Optima Capital LLC | 14 | $977 | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 15 | $1.05K | 0.00% | −22−59.5% | Reduced |
| Birchbrook, Inc. | 15 | $1.05K | 0.00% | +15 | New |
| Entrust Financial LLC | 15 | $1.05K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.12K | 0.00% | +1+6.7% | Added |
| Medallion Wealth Advisors, LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $1.26K | 0.00% | +18 | New |
| Prudent Man Investment Management, Inc. | 19 | $1.33K | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 20 | $1.40K | 0.00% | +20 | New |
| Signature Equity Partners, LLC | 20 | $1.40K | 0.00% | +20 | New |
| South State Corp. | 20 | $1.40K | 0.00% | +5+33.3% | Added |
| Orion Capital Management LLC | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $1.53K | 0.00% | +8+57.1% | Added |
| Private Trust Co NA | 23 | $1.60K | 0.00% | +16+228.6% | Added |
| Hughes Financial Services, LLC | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 25 | $1.74K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 27 | $1.88K | 0.00% | −31−53.4% | Reduced |
| Tucker Asset Management LLC | 27 | $1.88K | 0.00% | +27 | New |
| MPWM Advisory Solutions, LLC | 30 | $2.09K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 35 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $2.51K | 0.00% | +3+9.1% | Added |
| Founders Capital Management | 40 | $2.79K | 0.00% | +40 | New |
| True Wealth Design, LLC | 42 | $2.93K | 0.00% | +11+35.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 45 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $3.21K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 50 | $3.49K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 51 | $3.56K | 0.00% | +51 | New |
| North Star Investment Management Corp. | 53 | $3.70K | 0.00% | +53 | New |
| Elyxium Wealth, LLC | 54 | $3.77K | 0.00% | +54 | New |
| IMA Wealth, Inc. | 57 | $3.98K | 0.00% | +57 | New |
| Cornerstone Planning Group LLC | 49 | $4.34K | 0.00% | +28+133.3% | Added |
| JFS Wealth Advisors, LLC | 66 | $4.61K | 0.00% | +42+175.0% | Added |
| Highline Wealth Partners LLC | 67 | $4.67K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $4.82K | 0.00% | +56 | New |
| Kennebec Savings Bank | 70 | $4.88K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 67 | $5.00K | 0.00% | +67 | New |
| TD Private Client Wealth LLC | 74 | $5.16K | 0.00% | −11−12.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 75 | $5.23K | 0.00% | +75 | New |
| SWAN Capital LLC | 82 | $5.72K | 0.00% | +50+156.3% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $5.79K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 86 | $6.00K | 0.00% | +86 | New |
| Retirement Wealth Solutions LLC | 94 | $6.56K | 0.00% | −5−5.1% | Reduced |
| Fortitude Family Office, LLC | 99 | $6.91K | 0.00% | +17+20.7% | Added |
| Measured Wealth Private Client Group, LLC | 99 | $6.91K | 0.00% | +99 | New |
| Crewe Advisors LLC | 99 | $6.91K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $6.98K | 0.00% | −25−20.0% | Reduced |
| Montag A & Associates Inc | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $6.98K | 0.00% | +100 | New |
| Ransom Advisory, Ltd | 100 | $6.98K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 104 | $7.25K | 0.00% | +104 | New |
| Bell Investment Advisors, Inc | 105 | $7.33K | 0.00% | +72+218.2% | Added |
| Vision Retirement, LLC | 110 | $7.67K | 0.00% | +110 | New |
| Essential Partners LLC | 113 | $7.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 116 | $8.09K | 0.00% | +16+16.0% | Added |
| Stone House Investment Management, LLC | 121 | $8.44K | 0.00% | +1+0.8% | Added |
| American Capital Advisory, LLC | 125 | $8.72K | 0.00% | +55+78.6% | Added |
| TFC Financial Management | 126 | $8.79K | 0.00% | +1+0.8% | Added |
| Bogart Wealth, LLC | 130 | $9.07K | 0.00% | −190−59.4% | Reduced |
| Evolution Wealth Management Inc. | 131 | $9.14K | 0.01% | +131 | New |
| GHP Investment Advisors, Inc. | 135 | $9.42K | 0.00% | +125+1,250.0% | Added |
| Delta Asset Management LLC | 140 | $9.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 140 | $9.77K | 0.00% | −101−41.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 142 | $10.0K | 0.00% | +142 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $10.5K | 0.00% | +150 | New |
| Noble Wealth Management PBC | 150 | $10.5K | 0.01% | +150 | New |
| Vermillion & White Wealth Management Group, LLC | 160 | $11.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $11.9K | 0.00% | +113+198.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 170 | $11.9K | 0.00% | +170 | New |
| WPG Advisers, LLC | 181 | $12.6K | 0.01% | +14+8.4% | Added |
| Quadrant Capital Group LLC | 183 | $12.8K | 0.00% | +79+76.0% | Added |
| Concord Wealth Partners | 184 | $12.8K | 0.00% | +8+4.5% | Added |
| Gen-Wealth Partners Inc | 185 | $12.9K | 0.00% | +185 | New |
| UMA Financial Services, Inc. | 190 | $13.3K | 0.00% | +9+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 191 | $13.3K | 0.00% | +191 | New |
| Adirondack Trust Co | 194 | $13.5K | 0.00% | +33+20.5% | Added |
| Grove Bank & Trust | 198 | $13.8K | 0.00% | +105+112.9% | Added |