| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $90 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $90 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $179 | 0.00% | −6−75.0% | Reduced |
| Signature Equity Partners, LLC | 2 | $180 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $257 | 0.00% | −162−98.2% | Reduced |
| Seneschal Advisors, LLC | 3 | $270 | 0.00% | −1−25.0% | Reduced |
| American Capital Advisory, LLC | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $270 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $360 | 0.00% | −354−98.9% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $360 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 4 | $360 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 4 | $360 | 0.00% | +4 | New |
| Collier Financial | 4 | $361 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 4 | $366 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 5 | $450 | 0.00% | −19−79.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 5 | $451 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $540 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $540 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $540 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $578 | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 7 | $630 | 0.00% | −7−50.0% | Reduced |
| Horizon Financial Services, LLC | 8 | $719 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $809 | 0.00% | −2−18.2% | Reduced |
| Quattro Advisors LLC | 9 | $813 | 0.00% | +9 | New |
| Bullseye Investment Management, LLC | 10 | $899 | 0.00% | +10 | New |
| Sachetta, LLC | 10 | $902 | 0.00% | −42−80.8% | Reduced |
| Acumen Wealth Advisors, LLC | 11 | $992 | 0.00% | +11 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $1.03K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 12 | $1.08K | 0.00% | +12 | New |
| MidFirst Bank | 13 | $1.17K | 0.00% | +13 | New |
| Kilter Group LLC | 14 | $1.26K | 0.00% | +1+7.7% | Added |
| Principia Wealth Advisory, LLC | 15 | $1.35K | 0.00% | +2+15.4% | Added |
| Gilpin Wealth Management, LLC | 17 | $1.53K | 0.00% | +17 | New |
| Caldwell Sutter Capital, Inc. | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $1.62K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $1.71K | 0.00% | +8+72.7% | Added |
| Barrett & Company, Inc. | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 20 | $1.80K | 0.00% | +20 | New |
| Curio Wealth, LLC | 20 | $1.80K | 0.00% | +20 | New |
| PFS Partners, LLC | 21 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 21 | $1.89K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.89K | 0.00% | −4−16.0% | Reduced |
| SJS Investment Consulting Inc. | 22 | $1.98K | 0.00% | +10+83.3% | Added |
| Beacon Financial Strategies CORP | 24 | $2.16K | 0.00% | +24 | New |
| Wolff Wiese Magana LLC | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.34K | 0.00% | +11+73.3% | Added |
| Glass Jacobson Investment Advisors llc | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.61K | 0.00% | −13−31.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 30 | $2.68K | 0.00% | +26+650.0% | Added |
| Hoese & Co LLP | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 33 | $2.97K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 34 | $3.06K | 0.00% | +34 | New |
| Thompson Investment Management, Inc. | 35 | $3.18K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 37 | $3.33K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.60K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $3.60K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 40 | $3.60K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 3,597 | $3.60K | 0.00% | +3,597 | New |
| Howard Hughes Medical Institute | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 43 | $3.88K | 0.00% | −1,024−96.0% | Reduced |
| Sankala Group LLC | 40 | $3.94K | 0.00% | +40 | New |
| True Wealth Design, LLC | 44 | $3.95K | 0.00% | −596−93.1% | Reduced |
| 1 North Wealth Services LLC | 44 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 52 | $4.00K | 0.00% | +11+26.8% | Added |
| Capital Analysts, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 45 | $4.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $4.23K | 0.00% | −11−19.0% | Reduced |
| Hurley Capital, LLC | 48 | $4.32K | 0.00% | +48 | New |
| Hollencrest Capital Management | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $4.59K | 0.00% | +1+2.0% | Added |
| Kerr Financial Planning Corp | 54 | $4.78K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 55 | $4.95K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 55 | $4.95K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 56 | $5.01K | 0.00% | +56 | New |
| Bullock Wealth Management Group | 56 | $5.03K | 0.00% | +2+3.7% | Added |
| Smallwood Wealth Investment Management, LLC | 56 | $5.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 56 | $5.04K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 56 | $5.04K | 0.09% | +1+1.8% | Added |
| Prosperity Bancshares Inc | 57 | $5.13K | 0.00% | +57 | New |
| IMG Wealth Management, Inc. | 57 | $5.13K | 0.00% | +57 | New |
| Private Wealth Management Group, LLC | 58 | $5.22K | 0.00% | −9−13.4% | Reduced |
| CVA Family Office, LLC | 60 | $5.39K | 0.00% | −89−59.7% | Reduced |
| Meeder Asset Management Inc | 60 | $5.39K | 0.00% | +5+9.1% | Added |
| Consultiva Wealth Management, Corp. | 61 | $5.49K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 65 | $5.84K | 0.00% | −40−38.1% | Reduced |