| Golden State Wealth Management, LLC | 481 | $31.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 486 | $31.0K | 0.02% | +2+0.4% | Added |
| Pinnacle Bancorp, Inc. | 446 | $28.9K | 0.01% | −979−68.7% | Reduced |
| Custom Index Systems, LLC | 412 | $26.7K | 0.01% | +412 | New |
| Pinnacle Wealth Planning Services, Inc. | 335 | $21.7K | 0.00% | −76−18.5% | Reduced |
| Parkside Financial Bank & Trust | 323 | $20.9K | 0.00% | −23−6.6% | Reduced |
| Frazier Financial Advisors, LLC | 309 | $20.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 309 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 268 | $17.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 264 | $17.1K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 290 | $16.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 223 | $14.4K | 0.00% | −3−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 217 | $14.1K | 0.00% | +217 | New |
| Basecamp Wealth Advisors LLC | 202 | $13.1K | 0.00% | −9−4.3% | Reduced |
| LRI Investments, LLC | 188 | $12.2K | 0.00% | −98−34.3% | Reduced |
| Continuum Advisory, LLC | 188 | $12.2K | 0.00% | +188 | New |
| Clearstead Advisors, LLC | 163 | $10.6K | 0.00% | +51+45.5% | Added |
| Oakworth Capital, Inc. | 157 | $10.2K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 154 | $9.97K | 0.01% | +154 | New |
| Hollencrest Capital Management | 150 | $9.71K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 145 | $9.39K | 0.00% | +55+61.1% | Added |
| WealthCollab, LLC | 140 | $9.06K | 0.00% | −66−32.0% | Reduced |
| Larson Financial Group LLC | 136 | $8.81K | 0.00% | +65+91.5% | Added |
| Cornerstone Planning Group LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 121 | $7.83K | 0.00% | −10−7.6% | Reduced |
| Cape Investment Advisory, Inc. | 121 | $7.83K | 0.00% | +121 | New |
| Twin Lakes Capital Management, LLC | 114 | $7.38K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 111 | $7.19K | 0.00% | +111 | New |
| Action Point Financial Planning, LLC | 108 | $6.93K | 0.00% | +108 | New |
| WPG Advisers, LLC | 102 | $6.61K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 99 | $6.41K | 0.00% | −96−49.2% | Reduced |
| True Wealth Design, LLC | 91 | $5.89K | 0.00% | +1+1.1% | Added |
| UMA Financial Services, Inc. | 87 | $5.63K | 0.00% | −14−13.9% | Reduced |
| CVA Family Office, LLC | 82 | $5.31K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80 | $5.18K | 0.00% | +26+48.1% | Added |
| ORG Wealth Partners, LLC | 79 | $5.12K | 0.00% | −94−54.3% | Reduced |
| Caitlin John, LLC | 78 | $5.05K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 77 | $5.00K | 0.00% | +2+2.7% | Added |
| SOA Wealth Advisors, LLC. | 4,923 | $4.92K | 0.00% | +4,923 | New |
| Albion Financial Group | 70 | $4.53K | 0.00% | −95−57.6% | Reduced |
| City Holding Co | 68 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $4.34K | 0.00% | −105−61.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 67 | $4.34K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 62 | $4.01K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 62 | $4.01K | 0.00% | +62 | New |
| SHP Wealth Management | 52 | $3.39K | 0.00% | −53−50.5% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $3.37K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 52 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $3.11K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $3.00K | 0.00% | −8−12.9% | Reduced |
| Paladin Partners, LLC | 45 | $2.91K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $2.91K | 0.00% | +41+1,025.0% | Added |
| First Command Advisory Services, Inc. | 44 | $2.85K | 0.00% | +36+450.0% | Added |
| Cornerstone Financial Management LLC | 42 | $2.72K | 0.00% | +18+75.0% | Added |
| Beaird Harris Wealth Management, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $2.14K | 0.00% | +33 | New |
| Synergy Investment Management, LLC | 36 | $2.08K | 0.00% | +36 | New |
| North Star Investment Management Corp. | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 31 | $2.01K | 0.00% | −11−26.2% | Reduced |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29 | $1.88K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $1.88K | 0.00% | +29 | New |
| BOK Financial Private Wealth, Inc. | 27 | $1.75K | 0.00% | +27 | New |
| MPWM Advisory Solutions, LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 26 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $1.68K | 0.00% | +13+100.0% | Added |
| Geneos Wealth Management Inc. | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $1.62K | 0.00% | +24+2,400.0% | Added |
| Lodestone Wealth Management LLC | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $1.49K | 0.00% | +4+21.1% | Added |
| Retirement Wealth Solutions LLC | 22 | $1.43K | 0.00% | −47−68.1% | Reduced |
| N.E.W. Advisory Services LLC | 21 | $1.36K | 0.00% | +21 | New |
| Tower Research Capital LLC (TRC) | 19 | $1.23K | 0.00% | −7,129−99.7% | Reduced |
| MidFirst Bank | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 17 | $1.10K | 0.00% | −3−15.0% | Reduced |
| Elevated Capital Advisors, LLC | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.04K | 0.00% | −8−33.3% | Reduced |
| Quent Capital, LLC | 16 | $1.04K | 0.00% | +16 | New |
| Strategic Wealth Partners, Ltd. | 15 | $971 | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $971 | 0.00% | +15 | New |
| Creative Financial Designs Inc | 12 | $789 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 12 | $777 | 0.00% | −9−42.9% | Reduced |
| Richardson Financial Services Inc. | 12 | $777 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12 | $767 | 0.00% | +12 | New |
| Keating Financial Advisory Services, Inc. | 11 | $712 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 10 | $648 | 0.00% | +10 | New |
| Webster Bank, N. A. | 9 | $583 | 0.00% | +9 | New |
| Armstrong Advisory Group, Inc | 8 | $518 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 8 | $518 | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $453 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $453 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $453 | 0.00% | +2+40.0% | Added |
| MV Capital Management, Inc. | 6 | $389 | 0.00% | −12−66.7% | Reduced |