| Stone House Investment Management, LLC | 2 | $249 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $251 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 3 | $373 | 0.00% | −225−98.7% | Reduced |
| Team Financial Group, LLC | 4 | $497 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $498 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $617 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5 | $622 | 0.00% | +5 | New |
| Texas Capital Bancshares Inc | 6 | $746 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $747 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 8 | $995 | 0.00% | +2+33.3% | Added |
| Essential Partners LLC | 9 | $1.12K | 0.00% | −325−97.3% | Reduced |
| RMG Wealth Management LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.24K | 0.00% | −1−9.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $1.24K | 0.00% | −73−88.0% | Reduced |
| Clark Wealth Partners | 16 | $1.61K | 0.00% | −1−5.9% | Reduced |
| WestEnd Advisors, LLC | 13 | $1.62K | 0.00% | +1+8.3% | Added |
| Trifecta Capital Advisors, LLC | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $1.74K | 0.00% | +5+55.6% | Added |
| Bare Financial Services, Inc | 15 | $1.86K | 0.00% | −27−64.3% | Reduced |
| Luminist Capital LLC | 16 | $1.98K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $1.99K | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 16 | $1.99K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 17 | $2.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $2.24K | 0.00% | −4−18.2% | Reduced |
| Guerra Advisors Inc | 19 | $2.36K | 0.00% | +19 | New |
| Family Legacy Financial Solutions, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $2.61K | 0.00% | +1+5.0% | Added |
| Dunhill Financial, LLC | 23 | $2.82K | 0.00% | −3−11.5% | Reduced |
| Pineridge Advisors LLC | 23 | $2.86K | 0.00% | −9−28.1% | Reduced |
| SOA Wealth Advisors, LLC. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −3−10.0% | Reduced |
| CGC Financial Services, LLC | 25 | $3.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $3.11K | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 25 | $3.14K | 0.00% | +24+2,400.0% | Added |
| WealthCollab, LLC | 27 | $3.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $3.61K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 35 | $3.67K | 0.00% | +35 | New |
| GoalVest Advisory LLC | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 31 | $3.85K | 0.00% | +31 | New |
| Activest Wealth Management | 32 | $3.98K | 0.00% | −265−89.2% | Reduced |
| Valley National Advisers Inc | 32 | $4.00K | 0.00% | +3+10.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 33 | $4.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 33 | $4.10K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 33 | $4.10K | 0.00% | +3+10.0% | Added |
| ZRC Wealth Management, LLC | 33 | $4.10K | 0.00% | +33 | New |
| Robinswood Financial LLC | 33 | $4.22K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 34 | $4.23K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 36 | $4.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $4.72K | 0.00% | +34+850.0% | Added |
| Contravisory Investment Management, Inc. | 39 | $4.85K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 39 | $4.85K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 39 | $4.85K | 0.00% | −35−47.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 44 | $5.53K | 0.00% | −4−8.3% | Reduced |
| Horizon Financial Services, LLC | 46 | $5.72K | 0.00% | +32+228.6% | Added |
| Davis Capital Management | 48 | $5.97K | 0.00% | +48 | New |
| Coastline Trust Co | 50 | $6.22K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 50 | $6.22K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 52 | $6.47K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $7.00K | 0.00% | −41−40.6% | Reduced |
| Meeder Asset Management Inc | 58 | $7.21K | 0.00% | −3,842−98.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 58 | $7.21K | 0.00% | +58 | New |
| Aspect Partners, LLC | 59 | $7.34K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 60 | $7.46K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 60 | $7.46K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 61 | $7.58K | 0.00% | +41+205.0% | Added |
| Hughes Financial Services, LLC | 76 | $7.83K | 0.00% | −5−6.2% | Reduced |
| Founders Capital Management | 65 | $8.08K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 68 | $8.46K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 71 | $8.83K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 75 | $9.33K | 0.01% | −25−25.0% | Reduced |
| Wolff Wiese Magana LLC | 75 | $9.33K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 75 | $9.33K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 75 | $9.38K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 78 | $9.71K | 0.00% | +78 | New |
| Duncker Streett & Co Inc | 80 | $9.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 88 | $10.0K | 0.00% | −8−8.3% | Reduced |
| Valued Wealth Advisors LLC | 81 | $10.1K | 0.00% | −19−19.0% | Reduced |
| Wiser Advisor Group LLC | 83 | $10.3K | 0.01% | +83 | New |
| Sachetta, LLC | 83 | $10.3K | 0.00% | +3+3.8% | Added |
| North Ridge Wealth Advisors, Inc. | 84 | $10.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 84 | $10.5K | 0.00% | +1+1.2% | Added |
| BOK Financial Private Wealth, Inc. | 81 | $10.7K | 0.00% | −396−83.0% | Reduced |
| Pin Oak Investment Advisors Inc | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 92 | $11.4K | 0.01% | +1+1.1% | Added |
| Fortitude Family Office, LLC | 93 | $11.6K | 0.00% | −2−2.1% | Reduced |
| Strengthening Families & Communities, LLC | 96 | $12.0K | 0.00% | +96 | New |
| Tripletail Wealth Management, LLC | 100 | $12.0K | 0.01% | +100 | New |
| Chesapeake Asset Management LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 107 | $13.0K | 0.00% | +1+0.9% | Added |
| Y.D. More Investments Ltd | 105 | $13.1K | 0.00% | −976−90.3% | Reduced |
| Redwood Park Advisors LLC | 105 | $13.1K | 0.01% | +3+2.9% | Added |
| Center for Financial Planning, Inc. | 113 | $14.1K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 115 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 124 | $15.4K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 126 | $15.7K | 0.01% | 00.0% | Unchanged |