| SOA Wealth Advisors, LLC. | 0 | $12 | 0.00% | −400−100.0% | Reduced |
| Clark Wealth Partners | 1 | $47 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $139 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $139 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $185 | 0.00% | −38−90.5% | Reduced |
| Valley National Advisers Inc | 4 | $186 | 0.00% | +4 | New |
| MidFirst Bank | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $278 | 0.00% | −47−88.7% | Reduced |
| Dogwood Wealth Management LLC | 6 | $278 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $324 | 0.00% | −76−91.6% | Reduced |
| Valued Wealth Advisors LLC | 8 | $371 | 0.00% | −5−38.5% | Reduced |
| DecisionPoint Financial, LLC | 9 | $415 | 0.00% | +9 | New |
| Activest Wealth Management | 9 | $416 | 0.00% | −6−40.0% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $463 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $467 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 12 | $555 | 0.00% | −5−29.4% | Reduced |
| Central Trust Co | 12 | $556 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $617 | 0.00% | −88−87.1% | Reduced |
| Quaker Wealth Management, LLC | 16 | $741 | 0.00% | −1−5.9% | Reduced |
| Financial Management Professionals, Inc. | 17 | $786 | 0.00% | +5+41.7% | Added |
| Caitong International Asset Management Co., Ltd | 19 | $879 | 0.00% | −12,732−99.9% | Reduced |
| First Command Advisory Services, Inc. | 19 | $879 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $879 | 0.00% | +19 | New |
| HHM Wealth Advisors, LLC | 20 | $926 | 0.00% | −293−93.6% | Reduced |
| Davis Capital Management | 21 | $971 | 0.00% | +13+162.5% | Added |
| Navigoe, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Boyd Watterson Asset Management LLC | 23 | $1.06K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $1.06K | 0.00% | +3+15.0% | Added |
| Tounjian Advisory Partners, LLC | 23 | $1.06K | 0.00% | +23 | New |
| Planning Strategies Inc. | 23 | $1.06K | 0.00% | +23 | New |
| Silicon Valley Capital Partners | 25 | $1.14K | 0.00% | +1+4.2% | Added |
| Kilter Group LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 26 | $1.20K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 27 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $1.25K | 0.00% | +27 | New |
| Spire Wealth Management | 28 | $1.30K | 0.00% | +9+47.4% | Added |
| WestEnd Advisors, LLC | 29 | $1.34K | 0.00% | +29 | New |
| Maseco LLP | 30 | $1.39K | 0.00% | −26−46.4% | Reduced |
| JPL Wealth Management, LLC | 30 | $1.39K | 0.00% | −3−9.1% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.39K | 0.00% | +8+36.4% | Added |
| Groupe la Francaise | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 33 | $1.53K | 0.00% | +33 | New |
| HFM Investment Advisors, LLC | 34 | $1.57K | 0.00% | +22+183.3% | Added |
| IFG Advisory, LLC | 36 | $1.67K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $1.67K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 37 | $1.71K | 0.00% | −73−66.4% | Reduced |
| Bell Investment Advisors, Inc | 39 | $1.80K | 0.00% | −84−68.3% | Reduced |
| Sunrise Financial Services, LLC | 42 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $1.94K | 0.00% | +42 | New |
| UMA Financial Services, Inc. | 44 | $2.04K | 0.00% | +44 | New |
| Bogart Wealth, LLC | 50 | $2.31K | 0.00% | +16+47.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $2.31K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 52 | $2.42K | 0.00% | +52 | New |
| Cornerstone Planning Group LLC | 61 | $2.71K | 0.00% | −26−29.9% | Reduced |
| Signature Equity Partners, LLC | 60 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $2.92K | 0.00% | +63 | New |
| Avion Wealth | 68 | $3.00K | 0.00% | +16+30.8% | Added |
| Silver Grove Financial Group, Inc. | 67 | $3.10K | 0.00% | +67 | New |
| Raffa Wealth Management, LLC | 70 | $3.24K | 0.00% | +24+52.2% | Added |
| Key Capital Management, INC | 71 | $3.28K | 0.00% | −70−49.6% | Reduced |
| SJS Investment Consulting Inc. | 72 | $3.33K | 0.00% | −41−36.3% | Reduced |
| Retirement Wealth Solutions LLC | 72 | $3.33K | 0.00% | +41+132.3% | Added |
| True Wealth Design, LLC | 74 | $3.42K | 0.00% | +9+13.8% | Added |
| Beaird Harris Wealth Management, LLC | 77 | $3.56K | 0.00% | −157−67.1% | Reduced |
| North Star Investment Management Corp. | 86 | $3.98K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 88 | $4.07K | 0.00% | −162−64.8% | Reduced |
| Creative Capital Management Investments LLC | 88 | $4.07K | 0.00% | +88 | New |
| ZRC Wealth Management, LLC | 89 | $4.12K | 0.00% | +45+102.3% | Added |
| MV Capital Management, Inc. | 90 | $4.16K | 0.00% | +5+5.9% | Added |
| Nemes Rush Group LLC | 95 | $4.39K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 108 | $5.00K | 0.00% | +36+50.0% | Added |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $5.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 111 | $5.13K | 0.00% | +12+12.1% | Added |
| Bryn Mawr Trust Co | 113 | $5.23K | 0.00% | −113−50.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 113 | $5.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 117 | $5.39K | 0.00% | −348−74.8% | Reduced |
| Key Financial Inc | 117 | $5.41K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 121 | $5.60K | 0.00% | −399−76.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 121 | $5.60K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 122 | $5.64K | 0.00% | +36+41.9% | Added |
| Quent Capital, LLC | 122 | $5.64K | 0.00% | +60+96.8% | Added |
| Clearstead Advisors, LLC | 135 | $6.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $6.34K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 140 | $6.48K | 0.00% | −70−33.3% | Reduced |
| Action Point Financial Planning, LLC | 141 | $6.52K | 0.00% | +141 | New |
| Delta Asset Management LLC | 150 | $6.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 150 | $6.94K | 0.00% | +80+114.3% | Added |
| CoreCap Advisors, LLC | 151 | $6.99K | 0.00% | +144+2,057.1% | Added |
| WPG Advisers, LLC | 152 | $7.03K | 0.00% | −20−11.6% | Reduced |
| Eastern Bank | 156 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 168 | $7.75K | 0.00% | +82+95.3% | Added |
| Aventura Private Wealth, LLC | 170 | $7.86K | 0.00% | +170 | New |
| Prosperity Bancshares Inc | 171 | $7.91K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 176 | $8.13K | 0.00% | +2+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $8.33K | 0.00% | +86+91.5% | Added |
| SBI Securities Co., Ltd. | 181 | $8.37K | 0.00% | +32+21.5% | Added |
| American Capital Advisory, LLC | 183 | $8.47K | 0.00% | +156+577.8% | Added |
| Fortitude Family Office, LLC | 188 | $8.70K | 0.00% | −25−11.7% | Reduced |
