| Retirement Wealth Solutions LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1 | $85 | 0.00% | −2,287−100.0% | Reduced |
| Vermillion Wealth Management, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $170 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $254 | 0.00% | −12−80.0% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 3 | $254 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $508 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $592 | 0.00% | −6−46.2% | Reduced |
| Richardson Financial Services Inc. | 7 | $592 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $677 | 0.00% | +3+60.0% | Added |
| Redwood Park Advisors LLC | 9 | $762 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $804 | 0.00% | +5+100.0% | Added |
| Texas Capital Bancshares Inc | 10 | $846 | 0.00% | −39,196−100.0% | Reduced |
| MPWM Advisory Solutions, LLC | 11 | $931 | 0.00% | +11 | New |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 12 | $1.02K | 0.00% | +12 | New |
| Essential Partners LLC | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 14 | $1.36K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $1.44K | 0.00% | −63−78.8% | Reduced |
| Turning Point Benefit Group, Inc. | 19 | $1.60K | 0.00% | +19 | New |
| WestEnd Advisors, LLC | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 22 | $1.86K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $1.95K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 24 | $2.00K | 0.00% | +24 | New |
| Blue Bell Private Wealth Management, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 30 | $2.19K | 0.00% | +30 | New |
| Prudent Man Investment Management, Inc. | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 34 | $2.67K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 34 | $3.00K | 0.00% | −350−91.1% | Reduced |
| Horizon Bancorp Inc | 30 | $3.00K | 0.00% | +20+200.0% | Added |
| Estabrook Capital Management | 37 | $3.13K | 0.00% | −106−74.1% | Reduced |
| Friedenthal Financial | 39 | $3.30K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 40 | $3.41K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 42 | $3.55K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 44 | $3.72K | 0.00% | +44 | New |
| Dogwood Wealth Management LLC | 45 | $3.81K | 0.00% | −70−60.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 46 | $3.89K | 0.00% | +10+27.8% | Added |
| Compass Financial Services Inc | 46 | $3.93K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 47 | $3.98K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 50 | $4.23K | 0.00% | +20+66.7% | Added |
| Principia Wealth Advisory, LLC | 51 | $4.32K | 0.00% | −4−7.3% | Reduced |
| Morse Asset Management, Inc | 52 | $4.41K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 54 | $4.58K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 56 | $4.74K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 60 | $5.10K | 0.00% | +9+17.6% | Added |
| DiNuzzo Private Wealth, Inc. | 60 | $5.29K | 0.00% | +1+1.7% | Added |
| Mma Asset Management LLC | 64 | $5.44K | 0.00% | +64 | New |
| Stephenson National Bank & Trust | 67 | $5.67K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 69 | $5.84K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 69 | $5.84K | 0.00% | +69 | New |
| Imprint Wealth LLC | 71 | $6.01K | 0.02% | +71 | New |
| Clark Wealth Partners | 73 | $6.15K | 0.00% | +15+25.9% | Added |
| 1248 Management, LLC | 75 | $6.34K | 0.00% | −281−78.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 78 | $6.60K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 79 | $6.67K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 80 | $6.77K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 81 | $6.88K | 0.00% | −5−5.8% | Reduced |
| Accredited Wealth Management, LLC | 1,000 | $6.94K | 0.01% | +918+1,119.5% | Added |
| Fairman Group, LLC | 84 | $7.08K | 0.01% | +1+1.2% | Added |
| True Wealth Design, LLC | 89 | $7.55K | 0.00% | −19−17.6% | Reduced |
| Kilter Group LLC | 91 | $7.70K | 0.00% | +15+19.7% | Added |
| Pineridge Advisors LLC | 92 | $7.81K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 96 | $8.00K | 0.00% | +6+6.7% | Added |
| NFJ Investment Group, LLC | 100 | $8.46K | 0.00% | −109,181−99.9% | Reduced |
| Boreal Capital Management LLC | 100 | $8.46K | 0.01% | −120−54.5% | Reduced |
| Evolution Wealth Management Inc. | 100 | $8.46K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 101 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 103 | $8.71K | 0.00% | +29+39.2% | Added |
| Itau Unibanco Holding S.A. | 104 | $8.80K | 0.00% | +104 | New |
| Frazier Financial Advisors, LLC | 106 | $8.97K | 0.01% | +29+37.7% | Added |
| GoalVest Advisory LLC | 107 | $9.05K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 110 | $9.31K | 0.00% | −10−8.3% | Reduced |
| IMG Wealth Management, Inc. | 110 | $9.31K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 111 | $9.37K | 0.00% | +1+0.9% | Added |
| Clean Yield Group | 112 | $9.44K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 112 | $9.47K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 121 | $10.2K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 125 | $10.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 127 | $10.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 131 | $11.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 133 | $11.1K | 0.00% | −382−74.2% | Reduced |
| Evermay Wealth Management LLC | 133 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 136 | $11.5K | 0.00% | +1+0.7% | Added |
| MTM Investment Management, LLC | 140 | $11.8K | 0.00% | −170−54.8% | Reduced |
| Main Street Group, LTD | 140 | $11.8K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 145 | $12.3K | 0.00% | +145 | New |