| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $139 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $139 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $140 | 0.00% | −3−75.0% | Reduced |
| IMA Wealth, Inc. | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3 | $418 | 0.00% | +3 | New |
| North Capital, Inc. | 3 | $418 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $420 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $557 | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $558 | 0.00% | −40−90.9% | Reduced |
| Quaker Wealth Management, LLC | 4 | $558 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $564 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $697 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $698 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $698 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $698 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $698 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $698 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $837 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $837 | 0.00% | +1+20.0% | Added |
| Orion Capital Management LLC | 6 | $837 | 0.00% | +6 | New |
| Bryn Mawr Trust Co | 7 | $976 | 0.00% | −132−95.0% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Financial Management Professionals, Inc. | 8 | $1.12K | 0.00% | +1+14.3% | Added |
| Clark Wealth Partners | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.39K | 0.00% | −24−70.6% | Reduced |
| HFM Investment Advisors, LLC | 10 | $1.39K | 0.00% | +1+11.1% | Added |
| Sound Income Strategies, LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $1.70K | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $1.81K | 0.00% | −1,475−99.1% | Reduced |
| Cornerstone Planning Group LLC | 191 | $1.94K | 0.00% | +180+1,636.4% | Added |
| Colonial Trust Co | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.95K | 0.00% | +3+27.3% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | −4−19.0% | Reduced |
| Dunhill Financial, LLC | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $2.09K | 0.00% | +15 | New |
| Financial Consulate, Inc | 15 | $2.09K | 0.00% | +15 | New |
| Park Place Capital Corp | 17 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $2.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.51K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 18 | $2.51K | 0.01% | +18 | New |
| ORG Partners LLC | 20 | $2.79K | 0.00% | −4−16.7% | Reduced |
| Stone House Investment Management, LLC | 21 | $2.93K | 0.00% | −35−62.5% | Reduced |
| Harvest Fund Management Co., Ltd | 25 | $3.00K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 22 | $3.07K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $3.07K | 0.00% | −23−51.1% | Reduced |
| HM Payson & Co | 22 | $3.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.21K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $3.35K | 0.00% | −63−72.4% | Reduced |
| Rialto Wealth Management, LLC | 24 | $3.35K | 0.00% | +4+20.0% | Added |
| CoreCap Advisors, LLC | 26 | $3.70K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 27 | $3.78K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $4.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $4.46K | 0.00% | +32 | New |
| Atlantic Trust, LLC | 33 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Cranbrook Wealth Management, LLC | 36 | $5.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $5.02K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 36 | $5.06K | 0.00% | −1−2.7% | Reduced |
| Dogwood Wealth Management LLC | 38 | $5.30K | 0.00% | +38 | New |
| Truvestments Capital LLC | 39 | $5.44K | 0.00% | +39 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $5.50K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 40 | $5.54K | 0.00% | +40 | New |
| Estabrook Capital Management | 40 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $5.72K | 0.00% | −6−12.8% | Reduced |
| Raffa Wealth Management, LLC | 41 | $5.72K | 0.00% | +6+17.1% | Added |
| Manchester Capital Management LLC | 42 | $5.86K | 0.00% | −7−14.3% | Reduced |
| Legacy Wealth Managment, LLC | 44 | $6.13K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 44 | $6.19K | 0.00% | +44 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $6.57K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $7.11K | 0.00% | −2−3.8% | Reduced |
| Wealth Watch Advisors, INC | 51 | $7.11K | 0.00% | +51 | New |
| City State Bank | 52 | $7.25K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $7.39K | 0.00% | +13+32.5% | Added |
| Fortitude Family Office, LLC | 55 | $7.67K | 0.00% | +1+1.9% | Added |
| UMA Financial Services, Inc. | 64 | $8.92K | 0.00% | +46+255.6% | Added |
| T. Rowe Price Investment Management, Inc. | 64 | $9.00K | 0.00% | +64 | New |
| Private Wealth Management Group, LLC | 70 | $9.76K | 0.00% | −6−7.9% | Reduced |
| JPL Wealth Management, LLC | 73 | $10.2K | 0.00% | +73 | New |
| Caitong International Asset Management Co., Ltd | 76 | $10.6K | 0.01% | −487−86.5% | Reduced |
| 1620 Investment Advisors, Inc. | 77 | $10.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 82 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $12.7K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 92 | $12.8K | 0.01% | +1+1.1% | Added |
| Valued Wealth Advisors LLC | 95 | $13.3K | 0.01% | +2+2.2% | Added |
| Hopwood Financial Services, Inc. | 100 | $13.9K | 0.01% | +100 | New |
| Ogorek Anthony Joseph | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 109 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 115 | $16.0K | 0.00% | +9+8.5% | Added |
| JNBA Financial Advisors | 125 | $17.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 128 | $17.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 130 | $18.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $20.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 151 | $21.0K | 0.01% | +151 | New |
| Stance Capital LLC | 151 | $21.1K | 0.01% | +151 | New |
| Compass Financial Services Inc | 162 | $22.6K | 0.01% | 00.0% | Unchanged |