| ZRC Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $83 | 0.00% | +1 | New |
| Essential Partners LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $249 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 4 | $330 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $331 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $332 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $496 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $496 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $496 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $501 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $578 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $578 | 0.00% | +1+16.7% | Added |
| Wealth Watch Advisors, INC | 8 | $661 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $744 | 0.00% | −1−10.0% | Reduced |
| Delos Wealth Advisors, LLC | 9 | $744 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $744 | 0.00% | +9 | New |
| Tidemark, LLC | 10 | $826 | 0.00% | −30−75.0% | Reduced |
| Creative Financial Designs Inc | 10 | $826 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 10 | $826 | 0.00% | +10 | New |
| American National Bank | 10 | $826 | 0.00% | +10 | New |
| Atwood & Palmer Inc | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $909 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.07K | 0.00% | −6−31.6% | Reduced |
| First Command Advisory Services, Inc. | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 14 | $1.16K | 0.00% | +14 | New |
| United Financial Planning Group LLC | 14 | $1.16K | 0.00% | +14 | New |
| Lummis Asset Management, LP | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.57K | 0.00% | −1−5.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $1.65K | 0.00% | +20 | New |
| Leonteq Securities AG | 21 | $1.74K | 0.00% | −12−36.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 21 | $1.74K | 0.00% | +4+23.5% | Added |
| Prestige Wealth Management Group LLC | 21 | $1.74K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $1.90K | 0.00% | −71−75.5% | Reduced |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Pittenger & Anderson Inc | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $2.07K | 0.00% | +3+13.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $2.16K | 0.00% | −12−30.0% | Reduced |
| Tortoise Investment Management, LLC | 27 | $2.23K | 0.00% | −2−6.9% | Reduced |
| SWAN Capital LLC | 30 | $2.48K | 0.00% | −11−26.8% | Reduced |
| Albion Financial Group | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 30 | $2.48K | 0.00% | +6+25.0% | Added |
| Dunhill Financial, LLC | 31 | $2.54K | 0.00% | −1−3.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 36 | $2.86K | 0.00% | −1−2.7% | Reduced |
| Marquette Asset Management, LLC | 36 | $2.98K | 0.00% | +36 | New |
| Foster Dykema Cabot & Partners, LLC | 38 | $3.14K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 39 | $3.22K | 0.00% | −8−17.0% | Reduced |
| UMA Financial Services, Inc. | 39 | $3.22K | 0.00% | +9+30.0% | Added |
| Transamerica Financial Advisors, Inc. | 40 | $3.22K | 0.00% | +40 | New |
| HighMark Wealth Management LLC | 40 | $3.31K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $3.31K | 0.00% | +40 | New |
| Kozak & Associates, Inc. | 46 | $3.39K | 0.00% | +46 | New |
| Rossby Financial, LCC | 41 | $3.42K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 45 | $3.72K | 0.00% | −9−16.7% | Reduced |
| ORG Partners LLC | 47 | $3.88K | 0.00% | −199−80.9% | Reduced |
| Abich Financial Wealth Management LLC | 48 | $3.97K | 0.00% | +48 | New |
| Cullen/Frost Bankers, Inc. | 48 | $3.97K | 0.00% | −392−89.1% | Reduced |
| Ogorek Anthony Joseph | 57 | $4.00K | 0.00% | +4+7.5% | Added |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 49 | $4.05K | 0.00% | −6−10.9% | Reduced |
| Arlington Trust Co LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $4.18K | 0.00% | +1+2.0% | Added |
| High Note Wealth, LLC | 51 | $4.21K | 0.00% | −24−32.0% | Reduced |
| LRI Investments, LLC | 51 | $4.21K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 52 | $4.30K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 53 | $4.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 55 | $4.54K | 0.00% | −1−1.8% | Reduced |
| Solstein Capital, LLC | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $5.04K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 68 | $5.06K | 0.01% | +68 | New |
| Barrett & Company, Inc. | 62 | $5.12K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $5.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $5.21K | 0.00% | −24−27.6% | Reduced |
| Delta Asset Management LLC | 65 | $5.37K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $6.03K | 0.00% | +3+4.3% | Added |
| Strategic Wealth Partners, Ltd. | 77 | $6.36K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 78 | $6.44K | 0.00% | −9−10.3% | Reduced |
| Boreal Capital Management LLC | 79 | $6.53K | 0.01% | +79 | New |
| Key Financial Inc | 79 | $6.60K | 0.00% | +79 | New |
| 1620 Investment Advisors, Inc. | 80 | $6.61K | 0.00% | −10−11.1% | Reduced |
| Gables Capital Management Inc. | 81 | $6.69K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 82 | $6.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $6.94K | 0.00% | +3+3.7% | Added |
| Alerus Financial NA | 84 | $6.94K | 0.00% | +84 | New |
| Avion Wealth | 93 | $7.00K | 0.00% | −18−16.2% | Reduced |
| Flagship Wealth Advisors, LLC | 88 | $7.27K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 92 | $7.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 96 | $7.93K | 0.00% | +30+45.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 97 | $8.02K | 0.00% | +33+51.6% | Added |
| Aspect Partners, LLC | 98 | $8.10K | 0.00% | −5−4.9% | Reduced |
| DT Investment Partners, LLC | 98 | $8.10K | 0.00% | 00.0% | Unchanged |