| High Note Wealth, LLC | 1 | $236 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $472 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $473 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $474 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $638 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $708 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $709 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $709 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $709 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $944 | 0.00% | +1+33.3% | Added |
| Principia Wealth Advisory, LLC | 4 | $944 | 0.00% | +1+33.3% | Added |
| Wealth Watch Advisors, INC | 4 | $944 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $945 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $1.18K | 0.00% | +1+25.0% | Added |
| Aster Capital Management (DIFC) Ltd | 5 | $1.18K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $1.42K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 7 | $1.65K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $1.65K | 0.00% | −800−99.1% | Reduced |
| Valued Wealth Advisors LLC | 10 | $2.37K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.37K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $2.60K | 0.00% | +3+37.5% | Added |
| Trifecta Capital Advisors, LLC | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 12 | $2.83K | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $2.84K | 0.00% | −35−74.5% | Reduced |
| Clark Wealth Partners | 11 | $3.03K | 0.00% | +11 | New |
| Binnacle Investments Inc | 13 | $3.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $3.31K | 0.00% | +1+7.7% | Added |
| Abich Financial Wealth Management LLC | 14 | $3.31K | 0.00% | +14 | New |
| CBIZ Investment Advisory Services, LLC | 14 | $3.31K | 0.00% | +3+27.3% | Added |
| Cornerstone Planning Group LLC | 100 | $3.36K | 0.00% | +87+669.2% | Added |
| Aspect Partners, LLC | 15 | $3.54K | 0.00% | +7+87.5% | Added |
| SJS Investment Consulting Inc. | 16 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $3.82K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 17 | $4.01K | 0.00% | +14+466.7% | Added |
| Golden State Wealth Management, LLC | 18 | $4.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $4.33K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 20 | $4.72K | 0.00% | +20 | New |
| Key Financial Inc | 19 | $4.88K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $4.96K | 0.00% | +21 | New |
| Avion Wealth | 23 | $5.00K | 0.00% | +5+27.8% | Added |
| Logan Capital Management Inc | 26 | $6.04K | 0.00% | +1+4.0% | Added |
| First Pacific Financial | 30 | $7.08K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $7.08K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 36 | $8.00K | 0.00% | +36 | New |
| Dogwood Wealth Management LLC | 35 | $8.26K | 0.00% | +15+75.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 35 | $8.26K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 36 | $8.50K | 0.00% | −22−37.9% | Reduced |
| Tidemark, LLC | 37 | $8.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 40 | $9.44K | 0.00% | +40 | New |
| Winch Advisory Services, LLC | 41 | $9.57K | 0.00% | +1+2.5% | Added |
| Salomon & Ludwin, LLC | 41 | $10.4K | 0.00% | +41 | New |
| Atwood & Palmer Inc | 44 | $10.4K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 45 | $10.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 45 | $10.6K | 0.00% | +45 | New |
| Marshall & Sterling Wealth Advisors Inc. | 46 | $10.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 48 | $11.0K | 0.00% | −3−5.9% | Reduced |
| Sachetta, LLC | 47 | $11.1K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 47 | $11.1K | 0.00% | +47 | New |
| Kilter Group LLC | 48 | $11.3K | 0.01% | −3−5.9% | Reduced |
| Fortitude Family Office, LLC | 49 | $11.6K | 0.00% | +5+11.4% | Added |
| Trust Co of Vermont | 50 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 58 | $13.9K | 0.00% | −1−1.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 64 | $15.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 66 | $15.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 67 | $15.9K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 68 | $16.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $16.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 69 | $16.3K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 71 | $16.8K | 0.01% | +7+10.9% | Added |
| Imprint Wealth LLC | 72 | $17.0K | 0.05% | +72 | New |
| WealthCollab, LLC | 73 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $17.7K | 0.00% | −54−41.9% | Reduced |
| Legacy Wealth Managment, LLC | 75 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $17.9K | 0.00% | +76 | New |
| REAP Financial Group, LLC | 77 | $18.2K | 0.00% | +77 | New |
| Center for Financial Planning, Inc. | 80 | $18.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 80 | $18.9K | 0.00% | +23+40.4% | Added |
| Pinnacle Bancorp, Inc. | 81 | $19.1K | 0.01% | −23−22.1% | Reduced |
| Maseco LLP | 81 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 87 | $20.0K | 0.01% | +1+1.2% | Added |
| Boreal Capital Management LLC | 0 | $21.1K | 0.02% | 0 | New |
| Laurion Capital Management LP | 90 | $21.2K | 0.00% | +90 | New |
| Decker Retirement Planning Inc. | 92 | $21.7K | 0.01% | −25,300−99.6% | Reduced |
| Westfuller Advisors, LLC | 95 | $22.5K | 0.01% | +95 | New |
| Gen-Wealth Partners Inc | 100 | $23.6K | 0.01% | −1,265−92.7% | Reduced |
| Hurley Capital, LLC | 100 | $23.6K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $23.6K | 0.01% | +100 | New |
| Mountain Hill Investment Partners Corp. | 100 | $23.6K | 0.02% | +100 | New |
| JPL Wealth Management, LLC | 101 | $23.8K | 0.01% | +101 | New |
| North Star Investment Management Corp. | 103 | $24.3K | 0.00% | +3+3.0% | Added |
| N.E.W. Advisory Services LLC | 106 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 106 | $25.0K | 0.01% | −22−17.2% | Reduced |
| Abound Wealth Management | 106 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $25.3K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 115 | $27.1K | 0.03% | 00.0% | Unchanged |