| BankPlus Trust Department | 47 | $18.4K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 48 | $19.0K | 0.01% | +48 | New |
| Sachetta, LLC | 49 | $19.2K | 0.01% | +2+4.3% | Added |
| Elequin Capital LP | 50 | $19.6K | 0.00% | −275−84.6% | Reduced |
| Costello Asset Management, INC | 50 | $19.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 55 | $21.5K | 0.00% | +11+25.0% | Added |
| Atlantic Union Bankshares Corp | 55 | $21.5K | 0.00% | −5−8.3% | Reduced |
| Community Financial Services Group, LLC | 51 | $21.6K | 0.00% | +51 | New |
| Activest Wealth Management | 56 | $21.9K | 0.00% | +45+409.1% | Added |
| Align Financial, LLC | 57 | $22.3K | 0.01% | −15,640−99.6% | Reduced |
| Kilter Group LLC | 57 | $22.3K | 0.01% | +7+14.0% | Added |
| Colonial Trust Co | 58 | $22.7K | 0.00% | −40−40.8% | Reduced |
| Financial Consulate, Inc | 59 | $23.1K | 0.00% | +36+156.5% | Added |
| Smithfield Trust Co | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 62 | $24.3K | 0.00% | −14−18.4% | Reduced |
| GHP Investment Advisors, Inc. | 66 | $25.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 68 | $26.6K | 0.00% | +45+195.7% | Added |
| Westfuller Advisors, LLC | 73 | $28.5K | 0.01% | −4−5.2% | Reduced |
| Prosperity Bancshares Inc | 75 | $29.4K | 0.02% | +2+2.7% | Added |
| REAP Financial Group, LLC | 76 | $29.8K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $29.8K | 0.01% | +40+111.1% | Added |
| RiverPark Advisors, LLC | 79 | $30.9K | 0.01% | +79 | New |
| Center for Financial Planning, Inc. | 80 | $31.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $31.4K | 0.01% | +15+23.1% | Added |
| Front Row Advisors LLC | 80 | $31.4K | 0.01% | −45−36.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 83 | $32.6K | 0.00% | +49+144.1% | Added |
| Boreal Capital Management LLC | 89 | $34.9K | 0.03% | −189−68.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 91 | $35.6K | 0.01% | −3,019−97.1% | Reduced |
| WealthCollab, LLC | 93 | $36.4K | 0.02% | +20+27.4% | Added |
| Medallion Wealth Advisors, LLC | 94 | $36.8K | 0.01% | +30+46.9% | Added |
| DiNuzzo Private Wealth, Inc. | 97 | $38.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 97 | $38.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 98 | $38.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $38.8K | 0.01% | +49+98.0% | Added |
| Catalyst Capital Advisors LLC | 99 | $38.8K | 0.00% | +99 | New |
| Berbice Capital Management LLC | 100 | $39.2K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $39.2K | 0.01% | +91+1,011.1% | Added |
| Hurley Capital, LLC | 100 | $39.2K | 0.02% | +100 | New |
| HighMark Wealth Management LLC | 100 | $39.2K | 0.02% | +100 | New |
| McMillan Office, Inc. | 100 | $39.2K | 0.01% | +100 | New |
| Abound Wealth Management | 101 | $39.6K | 0.01% | −7−6.5% | Reduced |
| IMG Wealth Management, Inc. | 102 | $40.0K | 0.03% | +34+50.0% | Added |
| MCF Advisors LLC | 103 | $40.4K | 0.00% | +47+83.9% | Added |
| Carolina Wealth Advisors, LLC | 104 | $40.7K | 0.02% | +71+215.2% | Added |
| JPL Wealth Management, LLC | 104 | $40.7K | 0.01% | +104 | New |
| Armstrong Advisory Group, Inc | 105 | $41.1K | 0.00% | +5+5.0% | Added |
| Wolff Wiese Magana LLC | 106 | $41.5K | 0.02% | −100−48.5% | Reduced |
| N.E.W. Advisory Services LLC | 106 | $41.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $41.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $41.9K | 0.01% | +2+1.9% | Added |
| Manchester Capital Management LLC | 111 | $43.5K | 0.01% | −174−61.1% | Reduced |
| Salomon & Ludwin, LLC | 103 | $44.2K | 0.00% | +11+12.0% | Added |
| Bangor Savings Bank | 115 | $45.1K | 0.00% | +15+15.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 115 | $45.1K | 0.01% | +55+91.7% | Added |
| Stone House Investment Management, LLC | 118 | $46.2K | 0.01% | 00.0% | Unchanged |
| Protective Life Corp | 122 | $47.8K | 0.16% | +122 | New |
| Financial Perspectives, Inc | 123 | $48.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 123 | $48.2K | 0.00% | +1+0.8% | Added |
| Solstein Capital, LLC | 125 | $49.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $49.8K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 133 | $52.1K | 0.02% | +65+95.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 133 | $52.1K | 0.05% | +133 | New |
| Twin Peaks Wealth Advisors, LLC | 134 | $52.5K | 0.01% | +134 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 136 | $53.3K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 59 | $56.9K | 0.03% | −19−24.4% | Reduced |
| CFG Wealth Management Services, Inc. | 146 | $57.2K | 0.05% | −62−29.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 146 | $57.2K | 0.05% | −50−25.5% | Reduced |
| Birchwood Financial Partners, Inc. | 150 | $58.8K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 156 | $61.1K | 0.01% | +5+3.3% | Added |
| United Community Bank | 169 | $66.2K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 174 | $68.2K | 0.07% | +174 | New |
| UMA Financial Services, Inc. | 179 | $70.1K | 0.01% | −14−7.3% | Reduced |
| Delta Asset Management LLC | 183 | $71.7K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 187 | $73.3K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 190 | $74.4K | 0.02% | +190 | New |
| Owl Creek Wealth Partners LLC | 192 | $75.2K | 0.03% | +192 | New |
| Bruce G. Allen Investments, LLC | 197 | $77.2K | 0.05% | −51−20.6% | Reduced |
| Wall Street Financial Group, Inc. | 199 | $78.0K | 0.05% | +199 | New |
| MTM Investment Management, LLC | 200 | $78.4K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $78.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 201 | $78.7K | 0.01% | −565−73.8% | Reduced |
| Bryn Mawr Trust Co | 203 | $79.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 207 | $81.1K | 0.00% | +8+4.0% | Added |
| Blue Bell Private Wealth Management, LLC | 209 | $81.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 211 | $82.7K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 214 | $83.8K | 0.04% | +14+7.0% | Added |
| Proffitt & Goodson Inc | 217 | $85.0K | 0.01% | −308−58.7% | Reduced |
| MBM Wealth Consultants, LLC | 219 | $85.8K | 0.02% | +219 | New |
| Rossby Financial, LCC | 203 | $85.9K | 0.02% | +5+2.5% | Added |
| Bullock Wealth Management Group | 219 | $92.7K | 0.05% | +219 | New |
| Cornerstone Planning Group LLC | 124 | $95.0K | 0.01% | +3+2.5% | Added |
| Vermillion Wealth Management, Inc. | 244 | $95.6K | 0.04% | +17+7.5% | Added |
| Spence Asset Management | 252 | $99.0K | 0.03% | +252 | New |
| Contravisory Investment Management, Inc. | 257 | $100.7K | 0.02% | −39−13.2% | Reduced |
| West Branch Capital LLC | 257 | $100.7K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 263 | $103.0K | 0.03% | +263 | New |
| Main Street Group, LTD | 280 | $109.7K | 0.03% | +280 | New |
| DT Investment Partners, LLC | 293 | $114.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 296 | $116.0K | 0.01% | +24+8.8% | Added |
| Byrne Asset Management LLC | 308 | $120.7K | 0.07% | +308 | New |
