| Avion Wealth | 60 | $0 | 0.00% | +60 | New |
| ZRC Wealth Management, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| HFM Investment Advisors, LLC | 6 | $75 | 0.00% | +6 | New |
| Smallwood Wealth Investment Management, LLC | 7 | $86 | 0.00% | +7 | New |
| Blume Capital Management, Inc. | 8 | $100 | 0.00% | −275−97.2% | Reduced |
| Winnow Wealth LLC | 11 | $131 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $199 | 0.00% | −21−56.8% | Reduced |
| Atlas Capital Advisors LLC | 18 | $223 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $248 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $261 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $293 | 0.00% | −43−64.2% | Reduced |
| Oakworth Capital, Inc. | 28 | $348 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $373 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $373 | 0.00% | +17+130.8% | Added |
| Aventura Private Wealth, LLC | 32 | $392 | 0.00% | +32 | New |
| Clark Wealth Partners | 32 | $397 | 0.00% | −5−13.5% | Reduced |
| Capital A Wealth Management, LLC | 32 | $397 | 0.00% | +32 | New |
| Osterweis Capital Management Inc | 35 | $435 | 0.00% | +35 | New |
| Addison Advisors LLC | 36 | $448 | 0.00% | −190−84.1% | Reduced |
| Richardson Financial Services Inc. | 37 | $460 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $472 | 0.00% | +38 | New |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $472 | 0.00% | +38 | New |
| Glass Jacobson Investment Advisors llc | 37 | $477 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $559 | 0.00% | −124−73.4% | Reduced |
| Legacy Wealth Managment, LLC | 46 | $572 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 49 | $617 | 0.00% | −23−31.9% | Reduced |
| Principia Wealth Advisory, LLC | 62 | $691 | 0.00% | +41+195.2% | Added |
| ORG Partners LLC | 56 | $692 | 0.00% | +56 | New |
| Activest Wealth Management | 63 | $782 | 0.00% | +63 | New |
| NVWM, LLC | 76 | $944 | 0.00% | +46+153.3% | Added |
| Navigoe, LLC | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 90 | $1.00K | 0.00% | +84+1,400.0% | Added |
| TSFG, LLC | 50 | $1.00K | 0.00% | +50 | New |
| True Wealth Design, LLC | 81 | $1.01K | 0.00% | +60+285.7% | Added |
| WealthTrak Capital Management LLC | 85 | $1.06K | 0.00% | +45+112.5% | Added |
| Anchor Investment Management, LLC | 90 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 92 | $1.14K | 0.00% | +27+41.5% | Added |
| Creative Financial Designs Inc | 99 | $1.23K | 0.00% | −145−59.4% | Reduced |
| Raffa Wealth Management, LLC | 101 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 102 | $1.26K | 0.00% | +2+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 114 | $1.42K | 0.00% | −54−32.1% | Reduced |
| Synergy Investment Management, LLC | 118 | $1.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 128 | $1.59K | 0.00% | +6+4.9% | Added |
| Olistico Wealth, LLC | 129 | $1.60K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 134 | $1.66K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 141 | $1.75K | 0.00% | +2+1.4% | Added |
| Red Tortoise LLC | 147 | $1.83K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 148 | $1.83K | 0.00% | −19−11.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 149 | $1.85K | 0.00% | +149 | New |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 186 | $2.10K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 176 | $2.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 176 | $2.19K | 0.00% | +176 | New |
| Sandy Spring Bank | 200 | $2.48K | 0.00% | −2,360−92.2% | Reduced |
| Bruce G. Allen Investments, LLC | 202 | $2.51K | 0.00% | −126−38.4% | Reduced |
| Smartleaf Asset Management LLC | 209 | $2.59K | 0.00% | −1,278−85.9% | Reduced |
| Manchester Capital Management LLC | 212 | $2.63K | 0.00% | +165+351.1% | Added |
| Millstone Evans Group, LLC | 222 | $2.76K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 227 | $2.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 233 | $2.89K | 0.00% | +233 | New |
| Coston, McIsaac & Partners | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 264 | $3.00K | 0.00% | +41+18.4% | Added |
| Brown Brothers Harriman & Co | 261 | $3.24K | 0.00% | −365−58.3% | Reduced |
| Glen Eagle Advisors, LLC | 272 | $3.38K | 0.00% | +77+39.5% | Added |
| Sachetta, LLC | 284 | $3.53K | 0.00% | +119+72.1% | Added |
| Geneos Wealth Management Inc. | 294 | $3.65K | 0.00% | +50+20.5% | Added |
| Pacifica Partners Inc. | 335 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 335 | $4.16K | 0.00% | −676−66.9% | Reduced |
| DT Investment Partners, LLC | 379 | $4.71K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 382 | $4.74K | 0.00% | +244+176.8% | Added |
| Wealth Preservation Advisors, LLC | 444 | $5.51K | 0.00% | +444 | New |
| Strategic Investment Solutions, Inc. | 457 | $5.68K | 0.00% | +4+0.9% | Added |
| MV Capital Management, Inc. | 481 | $5.97K | 0.00% | −26−5.1% | Reduced |
| Spire Wealth Management | 487 | $6.05K | 0.00% | −66−11.9% | Reduced |
| Farmers & Merchants Investments Inc | 488 | $6.06K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $6.21K | 0.00% | +500 | New |
| Private Wealth Management Group, LLC | 518 | $6.43K | 0.00% | +518 | New |
| Prestige Wealth Management Group LLC | 524 | $6.51K | 0.00% | −40−7.1% | Reduced |
| Wolff Wiese Magana LLC | 530 | $6.58K | 0.00% | +40+8.2% | Added |
| WealthCollab, LLC | 545 | $6.77K | 0.00% | −107−16.4% | Reduced |
| SRS Capital Advisors, Inc. | 554 | $6.88K | 0.00% | −1,858−77.0% | Reduced |
| IFP Advisors, Inc | 488 | $7.05K | 0.00% | −1,163−70.4% | Reduced |
| FSA Wealth Management LLC | 592 | $7.35K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 600 | $7.45K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 700 | $8.66K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 703 | $8.74K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 716 | $9.00K | 0.00% | +354+97.8% | Added |
| N.E.W. Advisory Services LLC | 725 | $9.01K | 0.00% | +725 | New |
| Princeton Global Asset Management LLC | 730 | $9.07K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 739 | $9.17K | 0.00% | −65−8.1% | Reduced |
| Sunbelt Securities, Inc. | 776 | $9.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 788 | $9.79K | 0.00% | +30+4.0% | Added |
| Westside Investment Management, Inc. | 800 | $9.94K | 0.00% | −211−20.9% | Reduced |
| Capital Advisors, Ltd. LLC | 833 | $10.0K | 0.00% | +799+2,350.0% | Added |
| Gen-Wealth Partners Inc | 810 | $10.1K | 0.00% | −81−9.1% | Reduced |
| Versant Capital Management, Inc | 811 | $10.1K | 0.00% | −609−42.9% | Reduced |
| Aspect Partners, LLC | 820 | $10.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 837 | $10.4K | 0.00% | +828+9,200.0% | Added |
| Montag A & Associates Inc | 840 | $10.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 850 | $10.6K | 0.00% | 00.0% | Unchanged |