| Quest 10 Wealth Builders, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $85 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $169 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $254 | 0.00% | −2−40.0% | Reduced |
| NVWM, LLC | 5 | $422 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 5 | $422 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $425 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 6 | $507 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $507 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $512 | 0.00% | −1−14.3% | Reduced |
| Quaker Wealth Management, LLC | 7 | $592 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $676 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $678 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $757 | 0.00% | +8+47.1% | Added |
| Activest Wealth Management | 9 | $760 | 0.00% | +3+50.0% | Added |
| Guerra Advisors Inc | 10 | $845 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.01K | 0.00% | +1+9.1% | Added |
| Raffa Wealth Management, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $1.10K | 0.00% | +3+30.0% | Added |
| Principia Wealth Advisory, LLC | 13 | $1.10K | 0.00% | +3+30.0% | Added |
| Strengthening Families & Communities, LLC | 13 | $1.10K | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 13 | $1.10K | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $1.22K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 17 | $1.44K | 0.00% | −12−41.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.69K | 0.00% | +10+100.0% | Added |
| Park Place Capital Corp | 22 | $1.86K | 0.00% | −24−52.2% | Reduced |
| City State Bank | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.86K | 0.00% | +5+29.4% | Added |
| Avion Wealth | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.13K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 28 | $2.36K | 0.00% | +24+600.0% | Added |
| Caitong International Asset Management Co., Ltd | 28 | $2.37K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 32 | $2.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $2.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 39 | $3.00K | 0.00% | +39 | New |
| Redmont Wealth Advisors LLC | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $3.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $3.21K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 39 | $3.29K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 39 | $3.29K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $3.49K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $3.80K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 45 | $3.80K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 46 | $3.89K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 452 | $4.23K | 0.00% | +402+804.0% | Added |
| Aspect Partners, LLC | 51 | $4.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $4.73K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 73 | $6.17K | 0.00% | −8−9.9% | Reduced |
| Ameriflex Group, Inc. | 74 | $6.25K | 0.00% | +74 | New |
| Transce3nd, LLC | 73 | $6.29K | 0.06% | −1,982−96.4% | Reduced |
| DT Investment Partners, LLC | 75 | $6.34K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 78 | $6.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $6.59K | 0.00% | +15+23.8% | Added |
| Decker Retirement Planning Inc. | 81 | $6.84K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $7.43K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 96 | $8.11K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 108 | $9.13K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 128 | $10.8K | 0.00% | +21+19.6% | Added |
| WealthCollab, LLC | 136 | $11.5K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 136 | $11.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 137 | $11.6K | 0.00% | +101+280.6% | Added |
| SJS Investment Consulting Inc. | 139 | $11.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 150 | $11.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $12.3K | 0.00% | +3+2.1% | Added |
| Chelsea Counsel Co | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 151 | $12.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 152 | $12.8K | 0.00% | +152 | New |
| Sachetta, LLC | 154 | $13.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 157 | $13.3K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 162 | $13.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 181 | $15.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 196 | $16.6K | 0.00% | +196 | New |
| Costello Asset Management, INC | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 207 | $17.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 214 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 214 | $18.1K | 0.01% | +6+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 218 | $18.4K | 0.00% | +218 | New |
| Atlantic Trust, LLC | 223 | $18.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 233 | $19.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 236 | $19.9K | 0.00% | −305−56.4% | Reduced |
| AllSquare Wealth Management LLC | 250 | $21.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 251 | $21.2K | 0.00% | −12−4.6% | Reduced |
| Covestor Ltd | 267 | $22.0K | 0.01% | −54−16.8% | Reduced |
| Spire Wealth Management | 278 | $23.5K | 0.00% | −2−0.7% | Reduced |
| GW&K Investment Management, LLC | 284 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 285 | $24.1K | 0.00% | −11−3.7% | Reduced |
| True Wealth Design, LLC | 298 | $25.2K | 0.01% | +237+388.5% | Added |