| Avion Wealth | 22 | $0 | 0.00% | −11−33.3% | Reduced |
| Hughes Financial Services, LLC | 3 | $133 | 0.00% | +2+200.0% | Added |
| Prestige Wealth Management Group LLC | 3 | $134 | 0.00% | +3 | New |
| Arlington Trust Co LLC | 6 | $266 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 8 | $355 | 0.00% | +1+14.3% | Added |
| MV Capital Management, Inc. | 15 | $666 | 0.00% | +9+150.0% | Added |
| Dunhill Financial, LLC | 16 | $722 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $754 | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 17 | $755 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18 | $799 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $843 | 0.00% | −18−48.6% | Reduced |
| Signature Resources Capital Management, LLC | 19 | $843 | 0.00% | −10−34.5% | Reduced |
| Bogart Wealth, LLC | 19 | $843 | 0.00% | +6+46.2% | Added |
| Motco | 22 | $976 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 22 | $976 | 0.00% | +11+100.0% | Added |
| Key Financial Inc | 23 | $1.02K | 0.00% | −354−93.9% | Reduced |
| Fourth Dimension Wealth, LLC | 27 | $1.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $1.20K | 0.00% | +27 | New |
| Intentional Wealth Strategies, LLC | 29 | $1.29K | 0.00% | +29 | New |
| Millstone Evans Group, LLC | 30 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 31 | $1.38K | 0.00% | +31 | New |
| Dogwood Wealth Management LLC | 32 | $1.42K | 0.00% | +32 | New |
| POM Investment Strategies, LLC | 34 | $1.51K | 0.00% | +33+3,300.0% | Added |
| Raffa Wealth Management, LLC | 35 | $1.55K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 36 | $1.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 37 | $1.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 41 | $1.83K | 0.00% | −2,794−98.6% | Reduced |
| Financial Consulate, Inc | 42 | $1.86K | 0.00% | +6+16.7% | Added |
| Cromwell Holdings LLC | 47 | $2.08K | 0.00% | +47 | New |
| Synergy Investment Management, LLC | 49 | $2.17K | 0.00% | +49 | New |
| CBIZ Investment Advisory Services, LLC | 51 | $2.26K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 55 | $2.44K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $2.88K | 0.00% | +45+225.0% | Added |
| JPL Wealth Management, LLC | 66 | $2.93K | 0.00% | +66 | New |
| Brown Brothers Harriman & Co | 68 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.11K | 0.00% | +50+250.0% | Added |
| Innovative Asset Advisors Group, LLC | 70 | $3.11K | 0.00% | +70 | New |
| Truvestments Capital LLC | 71 | $3.15K | 0.00% | +71 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.31K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 84 | $3.73K | 0.00% | −1−1.2% | Reduced |
| Signature Equity Partners, LLC | 86 | $3.82K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 88 | $3.90K | 0.00% | +88 | New |
| Plato Investment Management Ltd | 88 | $3.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $4.39K | 0.00% | +81+450.0% | Added |
| Bank & Trust Co | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $4.65K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 109 | $4.84K | 0.00% | +109 | New |
| Cornerstone Planning Group LLC | 107 | $5.09K | 0.00% | −38−26.2% | Reduced |
| Medallion Wealth Advisors, LLC | 117 | $5.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 121 | $5.37K | 0.00% | +109+908.3% | Added |
| Bell Investment Advisors, Inc | 125 | $5.55K | 0.00% | +10+8.7% | Added |
| Rossby Financial, LCC | 128 | $5.67K | 0.00% | +78+156.0% | Added |
| Rialto Wealth Management, LLC | 130 | $5.77K | 0.00% | +22+20.4% | Added |
| WPG Advisers, LLC | 132 | $5.86K | 0.00% | +109+473.9% | Added |
| MCF Advisors LLC | 144 | $6.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $6.49K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 148 | $6.57K | 0.00% | −555−78.9% | Reduced |
| Pinnacle Bancorp, Inc. | 154 | $6.83K | 0.00% | +7+4.8% | Added |
| Highline Wealth Partners LLC | 162 | $7.19K | 0.00% | +162 | New |
| Kerr Financial Planning Corp | 160 | $7.62K | 0.01% | +4+2.6% | Added |
| Spire Wealth Management | 183 | $8.12K | 0.00% | −340−65.0% | Reduced |
| CGC Financial Services, LLC | 186 | $8.25K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 189 | $8.38K | 0.01% | +143+310.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 189 | $8.39K | 0.00% | +189 | New |
| Community Financial Services Group, LLC | 200 | $8.86K | 0.00% | +200 | New |
| Private Wealth Asset Management, LLC | 201 | $8.92K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 210 | $9.23K | 0.00% | +135+180.0% | Added |
| Byrne Asset Management LLC | 228 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 233 | $10.3K | 0.00% | +94+67.6% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 233 | $10.3K | 0.05% | +233 | New |
| Farmers & Merchants Investments Inc | 245 | $10.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 253 | $11.2K | 0.01% | −17−6.3% | Reduced |
| Gen-Wealth Partners Inc | 254 | $11.3K | 0.00% | −175−40.8% | Reduced |
| Abound Wealth Management | 255 | $11.3K | 0.00% | +37+17.0% | Added |
| GW&K Investment Management, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 280 | $12.4K | 0.00% | +11+4.1% | Added |
| Owl Creek Wealth Partners LLC | 300 | $13.3K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 324 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 326 | $14.5K | 0.02% | +6+1.9% | Added |
| Ancora Advisors, LLC | 331 | $14.7K | 0.00% | +275+491.1% | Added |
| CX Institutional | 331 | $15.0K | 0.00% | +331 | New |
| Golden State Equity Partners | 350 | $15.5K | 0.00% | +350 | New |
| RWM Asset Management, LLC | 350 | $15.5K | 0.00% | +350 | New |
| Activest Wealth Management | 361 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 369 | $16.4K | 0.00% | −1−0.3% | Reduced |
| Geneos Wealth Management Inc. | 411 | $18.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 423 | $19.0K | 0.00% | +423 | New |
| Eastern Bank | 454 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 460 | $20.4K | 0.00% | +460 | New |
| Louisbourg Investments Inc. | 465 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 465 | $21.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 484 | $21.5K | 0.00% | +423+693.4% | Added |
| Harbour Investments, Inc. | 488 | $21.7K | 0.00% | +68+16.2% | Added |
| Triumph Capital Management | 500 | $22.2K | 0.00% | +100+25.0% | Added |
| Mather Group, LLC. | 518 | $23.0K | 0.00% | +518 | New |
| Massmutual Trust Co FSB | 540 | $24.0K | 0.00% | −9−1.6% | Reduced |
| TD Private Client Wealth LLC | 560 | $24.8K | 0.00% | +13+2.4% | Added |
| Key Capital Management, INC | 588 | $26.1K | 0.02% | −866−59.6% | Reduced |
| Quent Capital, LLC | 588 | $26.1K | 0.00% | +197+50.4% | Added |
