| High Note Wealth, LLC | 2 | $231 | 0.00% | −52−96.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $231 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $232 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 3 | $347 | 0.00% | −92−96.8% | Reduced |
| Rothschild Investment LLC | 3 | $347 | 0.00% | −11−78.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $347 | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $347 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $348 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $348 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $355 | 0.00% | −335−99.1% | Reduced |
| American National Bank | 4 | $457 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $463 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $463 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $463 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $466 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $528 | 0.00% | +3+150.0% | Added |
| Whipplewood Advisors, LLC | 75 | $578 | 0.00% | +70+1,400.0% | Added |
| Cromwell Holdings LLC | 6 | $694 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $810 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $815 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12 | $1.38K | 0.00% | −7−36.8% | Reduced |
| NewSquare Capital LLC | 12 | $1.39K | 0.00% | +8+200.0% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $1.50K | 0.00% | +13 | New |
| Northwest Capital Management Inc | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.74K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 16 | $1.85K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 18 | $2.08K | 0.00% | +18 | New |
| Transce3nd, LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 20 | $2.35K | 0.00% | −258−92.8% | Reduced |
| True Wealth Design, LLC | 22 | $2.54K | 0.00% | +8+57.1% | Added |
| Blume Capital Management, Inc. | 22 | $2.54K | 0.00% | +22 | New |
| Albion Financial Group | 23 | $2.66K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $2.66K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 24 | $2.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $3.24K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $3.47K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 34 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $4.51K | 0.00% | +8+25.8% | Added |
| MV Capital Management, Inc. | 41 | $4.74K | 0.00% | −4−8.9% | Reduced |
| Westend Capital Management, LLC | 41 | $4.74K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 43 | $4.97K | 0.00% | +43 | New |
| Quent Capital, LLC | 44 | $5.12K | 0.00% | −25−36.2% | Reduced |
| First Pacific Financial | 45 | $5.21K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 45 | $5.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $5.22K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 46 | $5.32K | 0.00% | +2+4.5% | Added |
| Prestige Wealth Management Group LLC | 49 | $5.67K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 51 | $5.90K | 0.03% | +51 | New |
| Private Wealth Management Group, LLC | 54 | $6.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 56 | $6.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 56 | $6.53K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 60 | $6.94K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 62 | $7.17K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 68 | $7.87K | 0.00% | +68 | New |
| Atala Financial Inc | 74 | $8.56K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 78 | $9.02K | 0.00% | −8−9.3% | Reduced |
| Rakuten Securities, Inc. | 80 | $9.25K | 0.00% | −20−20.0% | Reduced |
| Global Financial Private Client, LLC | 85 | $9.83K | 0.00% | +16+23.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | $10.4K | 0.00% | +90 | New |
| Avion Wealth | 93 | $11.0K | 0.00% | +81+675.0% | Added |
| Farmers & Merchants Investments Inc | 96 | $11.1K | 0.00% | +44+84.6% | Added |
| Wellington Shields Capital Management, LLC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 101 | $11.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 101 | $11.7K | 0.00% | −2−1.9% | Reduced |
| Atlantic Trust, LLC | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 111 | $12.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $13.3K | 0.00% | −143−55.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 121 | $14.0K | 0.00% | +91+303.3% | Added |
| Private Wealth Asset Management, LLC | 127 | $14.7K | 0.00% | +127 | New |
| Oakworth Capital, Inc. | 128 | $14.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 132 | $15.3K | 0.01% | +132 | New |
| TD Private Client Wealth LLC | 133 | $15.4K | 0.00% | −298−69.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 145 | $16.7K | 0.00% | +145 | New |
| Ridgewood Investments LLC | 150 | $17.4K | 0.01% | −150−50.0% | Reduced |
| Atwood & Palmer Inc | 150 | $17.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 155 | $17.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 156 | $18.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 157 | $18.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 161 | $18.6K | 0.00% | +68+73.1% | Added |
| Parkside Financial Bank & Trust | 162 | $18.7K | 0.00% | +95+141.8% | Added |
| Financial Perspectives, Inc | 165 | $19.1K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 176 | $20.0K | 0.01% | +176 | New |
| Ransom Advisory, Ltd | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 175 | $20.2K | 0.01% | +175 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 178 | $20.6K | 0.04% | +178 | New |
| City State Bank | 186 | $21.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 187 | $21.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 204 | $23.0K | 0.00% | +21+11.5% | Added |
| Skopos Labs, Inc. | 211 | $24.4K | 0.01% | +134+174.0% | Added |
| IFP Advisors, Inc | 195 | $24.6K | 0.00% | +3+1.6% | Added |
| Matrix Trust Co | 217 | $25.0K | 0.00% | −4−1.8% | Reduced |
| Rise Advisors, LLC | 218 | $25.2K | 0.01% | −102−31.9% | Reduced |