| Capital A Wealth Management, LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.27K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 7 | $1.27K | 0.00% | +5+250.0% | Added |
| Chesapeake Asset Management LLC | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $1.45K | 0.00% | +8 | New |
| Dynamic Wealth Strategies, LLC | 8 | $1.45K | 0.00% | +8 | New |
| Financial Avengers, Inc. | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $1.63K | 0.00% | −52−85.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.63K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $1.64K | 0.00% | −2−18.2% | Reduced |
| Armstrong Advisory Group, Inc | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.81K | 0.00% | −3−23.1% | Reduced |
| Bank & Trust Co | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $1.81K | 0.00% | +1+11.1% | Added |
| MorganRosel Wealth Management, LLC | 10 | $1.81K | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 11 | $1.95K | 0.00% | +3+37.5% | Added |
| Peoples Financial Services Corp. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| Boyd Watterson Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 11 | $2.02K | 0.00% | −1−8.3% | Reduced |
| Continuum Advisory, LLC | 12 | $2.18K | 0.00% | −5−29.4% | Reduced |
| Archer Investment Corp | 12 | $2.18K | 0.00% | −1−7.7% | Reduced |
| Clear Investment Research, LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.20K | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 13 | $2.36K | 0.00% | −10−43.5% | Reduced |
| High Note Wealth, LLC | 13 | $2.36K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 13 | $2.36K | 0.00% | +12+1,200.0% | Added |
| Financial Freedom, LLC | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $2.54K | 0.00% | +7+100.0% | Added |
| Ridgewood Investments LLC | 15 | $2.72K | 0.00% | −4−21.1% | Reduced |
| Eq Wealth Advisors, LLC | 15 | $2.72K | 0.00% | +15 | New |
| Atwood & Palmer Inc | 16 | $2.90K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $2.90K | 0.00% | +6+60.0% | Added |
| Richardson Capital Management LLC | 16 | $2.90K | 0.00% | +16 | New |
| Wealth Preservation Advisors, LLC | 16 | $2.90K | 0.00% | +16 | New |
| Evermay Wealth Management LLC | 17 | $3.08K | 0.00% | +17 | New |
| Sandy Spring Bank | 17 | $3.11K | 0.00% | +2+13.3% | Added |
| HHM Wealth Advisors, LLC | 18 | $3.27K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $3.45K | 0.00% | −1−5.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19 | $3.45K | 0.00% | +1+5.6% | Added |
| Ancora Advisors, LLC | 19 | $3.45K | 0.00% | −1−5.0% | Reduced |
| New England Capital Financial Advisors LLC | 19 | $3.49K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 20 | $3.63K | 0.00% | −3−13.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $3.63K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $3.63K | 0.00% | +3+17.6% | Added |
| Colonial Trust Co | 21 | $3.81K | 0.00% | −269−92.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $3.81K | 0.00% | +9+75.0% | Added |
| Heritage Wealth Advisors | 22 | $3.99K | 0.00% | −3−12.0% | Reduced |
| Colonial Trust Advisors | 22 | $3.99K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $3.99K | 0.00% | +22 | New |
| Bollard Group LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $4.00K | 0.00% | +2+9.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 23 | $4.17K | 0.00% | −9−28.1% | Reduced |
| Duncker Streett & Co Inc | 23 | $4.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 23 | $4.17K | 0.00% | +23 | New |
| Center for Financial Planning, Inc. | 23 | $4.17K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 23 | $4.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $4.35K | 0.00% | −20−45.5% | Reduced |
| S&T Bank | 24 | $4.35K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 24 | $4.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $4.35K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $4.53K | 0.00% | −5−16.7% | Reduced |
| Financial Management Professionals, Inc. | 25 | $4.53K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 25 | $4.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $4.56K | 0.00% | +5+25.0% | Added |
| Central Pacific Bank - Trust Division | 26 | $4.71K | 0.00% | −15−36.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 26 | $4.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $4.71K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $4.72K | 0.00% | −9−25.7% | Reduced |
| Raffa Wealth Management, LLC | 27 | $4.90K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 27 | $4.90K | 0.00% | −3−10.0% | Reduced |
| Sachetta, LLC | 28 | $5.08K | 0.00% | −2−6.7% | Reduced |
| Piscataqua Savings Bank | 29 | $5.26K | 0.00% | −38−56.7% | Reduced |
| North Star Investment Management Corp. | 29 | $5.27K | 0.00% | −6−17.1% | Reduced |
| City State Bank | 30 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 31 | $5.62K | 0.00% | −32−50.8% | Reduced |
| Bell Investment Advisors, Inc | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $5.63K | 0.01% | +17+121.4% | Added |
| Bruce G. Allen Investments, LLC | 32 | $5.80K | 0.00% | −12−27.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 33 | $5.98K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 33 | $5.99K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 34 | $6.00K | 0.00% | +34 | New |
| Salomon & Ludwin, LLC | 34 | $6.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $6.35K | 0.00% | 00.0% | Unchanged |