| Transamerica Financial Advisors, Inc. | 179 | $7.91K | 0.00% | +179 | New |
| University of Texas/Texas Am Investment Managment Co | 167 | $7.38K | 0.00% | −3,986−96.0% | Reduced |
| Strategic Advocates LLC | 162 | $7.31K | 0.00% | −4−2.4% | Reduced |
| Fortitude Family Office, LLC | 160 | $7.07K | 0.00% | +11+7.4% | Added |
| Avion Wealth | 172 | $7.00K | 0.00% | +12+7.5% | Added |
| Westfuller Advisors, LLC | 151 | $6.67K | 0.00% | +151 | New |
| ZRC Wealth Management, LLC | 147 | $6.49K | 0.00% | +147 | New |
| Private Trust Co NA | 143 | $6.32K | 0.00% | +143 | New |
| Keating Financial Advisory Services, Inc. | 124 | $5.48K | 0.00% | +124 | New |
| Brown Brothers Harriman & Co | 121 | $5.34K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 120 | $5.30K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 120 | $5.30K | 0.00% | +120 | New |
| Rothschild Investment LLC | 118 | $5.21K | 0.00% | +113+2,260.0% | Added |
| Ares Financial Consulting, LLC | 117 | $5.17K | 0.00% | +117 | New |
| Atlantic Trust, LLC | 114 | $5.04K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 110 | $4.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 110 | $4.86K | 0.00% | +100+1,000.0% | Added |
| N.E.W. Advisory Services LLC | 100 | $4.42K | 0.00% | −920−90.2% | Reduced |
| Montag A & Associates Inc | 100 | $4.42K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $4.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $4.42K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 92 | $4.06K | 0.00% | +46+100.0% | Added |
| UMA Financial Services, Inc. | 91 | $4.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $3.75K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 82 | $3.62K | 0.00% | −2,190−96.4% | Reduced |
| North Star Investment Management Corp. | 81 | $3.58K | 0.00% | +11+15.7% | Added |
| Dogwood Wealth Management LLC | 80 | $3.53K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 80 | $3.53K | 0.00% | +80 | New |
| ORG Partners LLC | 80 | $3.53K | 0.00% | −35−30.4% | Reduced |
| Advocate Investing Services LLC | 75 | $3.31K | 0.00% | +75 | New |
| Bogart Wealth, LLC | 67 | $2.96K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 66 | $2.92K | 0.00% | +57+633.3% | Added |
| Fourth Dimension Wealth, LLC | 64 | $2.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 64 | $2.83K | 0.00% | +6+10.3% | Added |
| Strategic Wealth Partners, Ltd. | 60 | $2.65K | 0.00% | +60 | New |
| Umb Bank N A | 59 | $2.61K | 0.00% | +12+25.5% | Added |
| NVWM, LLC | 58 | $2.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.56K | 0.00% | +37+176.2% | Added |
| Manchester Capital Management LLC | 55 | $2.43K | 0.00% | +50+1,000.0% | Added |
| Tidemark, LLC | 53 | $2.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 51 | $2.25K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $2.21K | 0.00% | −57−53.3% | Reduced |
| GoalVest Advisory LLC | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $2.21K | 0.00% | +9+22.0% | Added |
| RHL Group, LLC | 50 | $2.21K | 0.00% | +50 | New |
| Compagnie Lombard Odier SCmA | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 49 | $2.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 48 | $2.12K | 0.00% | +48 | New |
| Spire Wealth Management | 47 | $2.08K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $2.08K | 0.00% | +3+6.8% | Added |
| Sound Income Strategies, LLC | 50 | $2.05K | 0.00% | +50 | New |
| First Pacific Financial | 46 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 43 | $1.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $1.81K | 0.00% | +20+95.2% | Added |
| Bare Financial Services, Inc | 40 | $1.77K | 0.00% | +40 | New |
| Activest Wealth Management | 39 | $1.72K | 0.00% | −76−66.1% | Reduced |
| South State Corp. | 30 | $1.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $1.33K | 0.00% | +24+400.0% | Added |
| Horrell Capital Management, Inc. | 30 | $1.32K | 0.00% | +30 | New |
| Bayban | 30 | $1.32K | 0.00% | +30 | New |
| TFC Financial Management | 28 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $1.24K | 0.00% | +9+47.4% | Added |
| PayPay Securities Corp | 26 | $1.15K | 0.03% | −25−49.0% | Reduced |
| Hughes Financial Services, LLC | 26 | $1.15K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 26 | $1.15K | 0.00% | +26 | New |
| Golden State Wealth Management, LLC | 25 | $1.10K | 0.00% | −98−79.7% | Reduced |
| Cape Investment Advisory, Inc. | 25 | $1.10K | 0.00% | +25 | New |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 22 | $972 | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 18 | $796 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $795 | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 16 | $707 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $619 | 0.00% | −1−6.7% | Reduced |
| Scarborough Advisors, LLC | 14 | $618 | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 14 | $618 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 13 | $574 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 13 | $574 | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 12 | $530 | 0.00% | +12 | New |
| C M Bidwell & Associates Ltd | 10 | $442 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $442 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $442 | 0.00% | +10 | New |
| Navalign, LLC | 9 | $398 | 0.00% | +9 | New |
| 1015 Capital Partners, LLC | 9 | $398 | 0.00% | +9 | New |
| Asset Dedication, LLC | 8 | $354 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 8 | $353 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 8 | $353 | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $353 | 0.00% | +8 | New |
| Winnow Wealth LLC | 7 | $315 | 0.00% | −6−46.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 6 | $265 | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 6 | $265 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $221 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $177 | 0.00% | +1+33.3% | Added |
| Seneschal Advisors, LLC | 4 | $177 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $133 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 2 | $89 | 0.00% | +2 | New |
