| Financial Life Planners | 1 | $56 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $169 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 4 | $337 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $337 | 0.00% | +3+300.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $535 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $674 | 0.00% | +8 | New |
| Breakwater Investment Management | 8 | $675 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $688 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $843 | 0.00% | +10 | New |
| Evolution Wealth Management Inc. | 10 | $843 | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Financial Consulate, Inc | 13 | $1.10K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 14 | $1.18K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 15 | $1.26K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 15 | $1.31K | 0.00% | +14+1,400.0% | Added |
| Evergreen Private Wealth LLC | 16 | $1.35K | 0.00% | +16 | New |
| Fourth Dimension Wealth, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 18 | $1.52K | 0.00% | +18 | New |
| Eisler Capital Management Ltd. | 18 | $1.53K | 0.00% | −4−18.2% | Reduced |
| Key Financial Inc | 18 | $1.55K | 0.00% | +11+157.1% | Added |
| Beaird Harris Wealth Management, LLC | 19 | $1.60K | 0.00% | +4+26.7% | Added |
| Heartwood Wealth Advisors LLC | 19 | $1.60K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 66 | $1.75K | 0.00% | −116−63.7% | Reduced |
| Valley National Advisers Inc | 32 | $2.00K | 0.00% | +11+52.4% | Added |
| American Capital Advisory, LLC | 24 | $2.02K | 0.00% | +1+4.3% | Added |
| Goodman Advisory Group, LLC | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $2.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 29 | $2.44K | 0.00% | +29 | New |
| United Community Bank | 29 | $2.44K | 0.00% | +29 | New |
| NVWM, LLC | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 32 | $2.70K | 0.00% | +8+33.3% | Added |
| Park Square Financial Group, LLC | 33 | $2.78K | 0.01% | +33 | New |
| Aviso Financial Inc. | 34 | $2.87K | 0.00% | −689−95.3% | Reduced |
| FSA Wealth Management LLC | 34 | $2.87K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 37 | $3.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 38 | $3.18K | 0.11% | +2+5.6% | Added |
| Armstrong Advisory Group, Inc | 39 | $3.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 40 | $3.37K | 0.00% | −105−72.4% | Reduced |
| Frazier Financial Advisors, LLC | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $3.54K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 44 | $3.72K | 0.00% | −165−78.9% | Reduced |
| Minot DeBlois Advisors LLC | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $4.22K | 0.00% | +50 | New |
| SWAN Capital LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.81K | 0.00% | +10+21.3% | Added |
| Winnow Wealth LLC | 57 | $4.84K | 0.00% | −143−71.5% | Reduced |
| SJS Investment Consulting Inc. | 58 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 59 | $4.97K | 0.00% | +59 | New |
| Retirement Wealth Solutions LLC | 59 | $4.97K | 0.00% | +59 | New |
| Bay Harbor Wealth Management, LLC | 60 | $5.06K | 0.00% | +14+30.4% | Added |
| Tortoise Investment Management, LLC | 63 | $5.31K | 0.00% | +51+425.0% | Added |
| Godsey & Gibb Associates | 70 | $5.90K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 71 | $5.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $6.05K | 0.00% | +1+1.4% | Added |
| Principia Wealth Advisory, LLC | 72 | $6.07K | 0.00% | +7+10.8% | Added |
| Rosenberg Matthew Hamilton | 75 | $6.32K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 77 | $6.49K | 0.00% | +77 | New |
| ZRC Wealth Management, LLC | 80 | $6.75K | 0.00% | +80 | New |
| IAG Wealth Partners, LLC | 84 | $7.08K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 85 | $7.17K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 86 | $7.29K | 0.00% | +10+13.2% | Added |
| Anchor Investment Management, LLC | 87 | $7.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 87 | $7.33K | 0.00% | +32+58.2% | Added |
| DiNuzzo Private Wealth, Inc. | 101 | $7.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 90 | $7.56K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $7.59K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 90 | $7.59K | 0.00% | +9+11.1% | Added |
| Guerra Advisors Inc | 90 | $7.59K | 0.00% | +90 | New |
| American National Bank | 91 | $7.67K | 0.00% | +91 | New |
| Bare Financial Services, Inc | 92 | $7.76K | 0.00% | +18+24.3% | Added |
| Penserra Capital Management LLC | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 92 | $8.12K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 99 | $8.37K | 0.00% | +28+39.4% | Added |
| City State Bank | 100 | $8.43K | 0.00% | −80−44.4% | Reduced |
| Oakworth Capital, Inc. | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 105 | $8.85K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 117 | $9.87K | 0.00% | +30+34.5% | Added |
| Marquette Asset Management, LLC | 117 | $9.87K | 0.00% | +117 | New |
| GHP Investment Advisors, Inc. | 119 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 126 | $10.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 126 | $10.6K | 0.00% | +117+1,300.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 130 | $11.0K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 131 | $11.0K | 0.00% | +131 | New |
| Dakota Community Bank & Trust NA | 134 | $11.3K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 137 | $11.6K | 0.00% | +16+13.2% | Added |
| South State Corp. | 138 | $11.6K | 0.00% | −130−48.5% | Reduced |
| Aspect Partners, LLC | 139 | $11.7K | 0.01% | +88+172.5% | Added |
| Wolff Wiese Magana LLC | 140 | $11.8K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 160 | $13.5K | 0.01% | +31+24.0% | Added |