| Transce3nd, LLC | 35 | $0 | 0.00% | −485−93.3% | Reduced |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $68 | 0.00% | −299−99.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $201 | 0.00% | −1−25.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 355 | $269 | 0.00% | +351+8,775.0% | Added |
| Louisbourg Investments Inc. | 5 | $335 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $401 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 6 | $402 | 0.00% | −90−93.8% | Reduced |
| Friedenthal Financial | 6 | $403 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $403 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 7 | $469 | 0.00% | +7 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $603 | 0.00% | −2,689−99.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $604 | 0.00% | +9 | New |
| Perkins Coie Trust Co | 10 | $670 | 0.00% | −90−90.0% | Reduced |
| Westend Capital Management, LLC | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $671 | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $738 | 0.00% | −42−79.2% | Reduced |
| St. Johns Investment Management Company, LLC | 11 | $738 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $738 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $861 | 0.00% | −514−89.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 14 | $939 | 0.00% | +14 | New |
| Picton Mahoney Asset Management | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 15 | $1.01K | 0.00% | +15 | New |
| Granite FO LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 16 | $1.07K | 0.00% | +16 | New |
| Glass Jacobson Investment Advisors llc | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $1.37K | 0.05% | −8−28.6% | Reduced |
| WestEnd Advisors, LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.48K | 0.00% | +15+214.3% | Added |
| Hughes Financial Services, LLC | 25 | $1.66K | 0.00% | −7−21.9% | Reduced |
| Insight Financial Services | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $1.68K | 0.00% | −315−92.6% | Reduced |
| HighMark Wealth Management LLC | 25 | $1.68K | 0.00% | −80−76.2% | Reduced |
| Luken Investment Analytics, LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 26 | $1.74K | 0.00% | +16+160.0% | Added |
| CBIZ Investment Advisory Services, LLC | 27 | $1.81K | 0.00% | −38−58.5% | Reduced |
| Rialto Wealth Management, LLC | 27 | $1.81K | 0.00% | +1+3.8% | Added |
| Trust Co | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.01K | 0.00% | +14+87.5% | Added |
| IMA Wealth, Inc. | 32 | $2.15K | 0.00% | +2+6.7% | Added |
| United Community Bank | 34 | $2.28K | 0.00% | −16−32.0% | Reduced |
| GoalVest Advisory LLC | 36 | $2.41K | 0.00% | −2,303−98.5% | Reduced |
| IMG Wealth Management, Inc. | 39 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $2.62K | 0.00% | +2+5.4% | Added |
| McIlrath & Eck, LLC | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 40 | $2.68K | 0.00% | +40 | New |
| Hoey Investments, Inc | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 48 | $3.22K | 0.00% | +48 | New |
| HFM Investment Advisors, LLC | 49 | $3.29K | 0.00% | −3−5.8% | Reduced |
| Principia Wealth Advisory, LLC | 49 | $3.29K | 0.00% | +2+4.3% | Added |
| Cedar Mountain Advisors, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $3.35K | 0.00% | +10+25.0% | Added |
| Clayton Financial Group LLC | 50 | $3.35K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 51 | $3.42K | 0.00% | +4+8.5% | Added |
| 1 North Wealth Services LLC | 56 | $3.75K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 60 | $4.02K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 62 | $4.16K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 63 | $4.22K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 65 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 65 | $4.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $4.42K | 0.00% | +4+6.8% | Added |
| Crewe Advisors LLC | 68 | $4.56K | 0.00% | +35+106.1% | Added |
| Mizuho Securities Co. Ltd. | 70 | $4.69K | 0.03% | −600−89.6% | Reduced |
| NVWM, LLC | 70 | $4.69K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 70 | $4.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 76 | $5.10K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 77 | $5.16K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 80 | $5.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 82 | $5.50K | 0.00% | −44−34.9% | Reduced |
| Anfield Capital Management, LLC | 83 | $5.57K | 0.00% | +13+18.6% | Added |
| Trifecta Capital Advisors, LLC | 83 | $5.57K | 0.00% | +40+93.0% | Added |
| Darwin Advisors, LLC | 89 | $5.97K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 90 | $6.04K | 0.00% | +90 | New |
| Marquette Asset Management, LLC | 91 | $6.10K | 0.00% | +91 | New |
| Sofos Investments, Inc. | 92 | $6.17K | 0.00% | +92 | New |
| Davis Capital Management | 94 | $6.30K | 0.00% | +94 | New |
| Grey Fox Wealth Advisors, LLC | 96 | $6.44K | 0.00% | +96 | New |
| New England Capital Financial Advisors LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 101 | $6.77K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 101 | $6.77K | 0.01% | +37+57.8% | Added |
| Highline Wealth Partners LLC | 103 | $6.91K | 0.00% | −233−69.3% | Reduced |
| Access Investment Management LLC | 104 | $6.97K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $7.38K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 110 | $7.38K | 0.00% | +88+400.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 111 | $7.42K | 0.00% | −22−16.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 112 | $7.51K | 0.01% | −100−47.2% | Reduced |
| Holos Integrated Wealth LLC | 110 | $7.68K | 0.00% | 00.0% | Unchanged |