| IAG Wealth Partners, LLC | 1 | $112 | 0.00% | +1 | New |
| Concord Wealth Partners | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $337 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $487 | 0.00% | +3 | New |
| Hurley Capital, LLC | 3 | $505 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $506 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4 | $674 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $674 | 0.00% | +4 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $674 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $674 | 0.00% | +4 | New |
| Logan Capital Management Inc | 5 | $842 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $976 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6 | $1.01K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 8 | $1.35K | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 8 | $1.35K | 0.00% | +8 | New |
| Davis Capital Management | 8 | $1.35K | 0.00% | +8 | New |
| Abich Financial Wealth Management LLC | 8 | $1.35K | 0.00% | +8 | New |
| Sittner & Nelson, LLC | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.68K | 0.00% | −5−33.3% | Reduced |
| Copia Wealth Management | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $1.69K | 0.00% | +4+66.7% | Added |
| Noble Wealth Management PBC | 12 | $2.02K | 0.00% | +12 | New |
| PayPay Securities Corp | 12 | $2.04K | 0.07% | +1+9.1% | Added |
| WestEnd Advisors, LLC | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.19K | 0.00% | −3−18.8% | Reduced |
| Lummis Asset Management, LP | 15 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $2.70K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $2.70K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 16 | $2.70K | 0.00% | +16 | New |
| Signature Resources Capital Management, LLC | 17 | $2.86K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 17 | $2.87K | 0.00% | −83−83.0% | Reduced |
| Hollencrest Capital Management | 18 | $3.03K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 18 | $3.03K | 0.00% | +18 | New |
| Winch Advisory Services, LLC | 20 | $3.36K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $3.37K | 0.00% | −68−77.3% | Reduced |
| Asset Dedication, LLC | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 21 | $3.54K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $3.54K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 21 | $3.54K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 22 | $3.71K | 0.00% | +4+22.2% | Added |
| MCF Advisors LLC | 23 | $3.88K | 0.00% | +23 | New |
| Armstrong Advisory Group, Inc | 24 | $4.04K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 24 | $4.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $4.38K | 0.00% | +26 | New |
| Birchbrook, Inc. | 27 | $4.49K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 28 | $4.54K | 0.00% | +28 | New |
| Principia Wealth Advisory, LLC | 27 | $4.55K | 0.00% | +3+12.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 27 | $4.55K | 0.00% | +27 | New |
| City State Bank | 29 | $4.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $5.30K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 32 | $5.41K | 0.00% | +32 | New |
| Peterson Wealth Services | 2,135 | $5.56K | 0.00% | +1,641+332.2% | Added |
| Millstone Evans Group, LLC | 37 | $6.23K | 0.00% | +37 | New |
| Essential Partners LLC | 37 | $6.24K | 0.00% | −135−78.5% | Reduced |
| Retirement Wealth Solutions LLC | 38 | $6.37K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 38 | $6.40K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 39 | $6.57K | 0.00% | +2+5.4% | Added |
| Corsicana & Co. | 39 | $6.57K | 0.00% | +39 | New |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $6.74K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Valued Wealth Advisors LLC | 42 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 44 | $7.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $7.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $7.58K | 0.00% | +15+50.0% | Added |
| Penserra Capital Management LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 50 | $8.42K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 51 | $8.49K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 51 | $8.59K | 0.00% | +51 | New |
| CBIZ Investment Advisory Services, LLC | 52 | $8.76K | 0.00% | +24+85.7% | Added |
| First Pacific Financial | 53 | $8.95K | 0.00% | +3+6.0% | Added |
| Copeland Capital Management, LLC | 54 | $9.10K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 55 | $9.27K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 55 | $9.27K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 65 | $10.0K | 0.00% | −9−12.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 60 | $10.1K | 0.00% | +60 | New |
| Bare Financial Services, Inc | 62 | $10.4K | 0.00% | +2+3.3% | Added |
| Dogwood Wealth Management LLC | 62 | $10.4K | 0.00% | −20−24.4% | Reduced |
| United Community Bank | 64 | $10.8K | 0.00% | +16+33.3% | Added |
| Trifecta Capital Advisors, LLC | 64 | $10.8K | 0.00% | +39+156.0% | Added |
| Kerr Financial Planning Corp | 80 | $12.1K | 0.02% | +80 | New |
| McIlrath & Eck, LLC | 73 | $12.3K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 73 | $12.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $12.3K | 0.00% | +12+19.7% | Added |
| Pineridge Advisors LLC | 74 | $12.5K | 0.00% | −33−30.8% | Reduced |
| LGT Financial Advisors LLC | 74 | $12.5K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 76 | $12.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $13.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 83 | $14.0K | 0.00% | +28+50.9% | Added |
| Stephenson National Bank & Trust | 85 | $14.3K | 0.00% | +5+6.3% | Added |
| Evelyn Partners Investment Management LLP | 88 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 90 | $15.1K | 0.01% | −1−1.1% | Reduced |