| Financial Life Planners | 1 | $56 | 0.00% | +1 | 新進 |
| IMA Wealth, Inc. | 2 | $169 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 2 | $169 | 0.00% | +2 | 新進 |
| Cape Investment Advisory, Inc. | 3 | $253 | 0.00% | 00.0% | 不變 |
| Gs Investments, Inc. | 4 | $337 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 4 | $337 | 0.00% | +3+300.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 6 | $535 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 8 | $674 | 0.00% | +8 | 新進 |
| Breakwater Investment Management | 8 | $675 | 0.00% | +8 | 新進 |
| DecisionPoint Financial, LLC | 8 | $688 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 10 | $843 | 0.00% | +10 | 新進 |
| Evolution Wealth Management Inc. | 10 | $843 | 0.00% | +10 | 新進 |
| Ameriflex Group, Inc. | 12 | $1,012 | 0.00% | +12 | 新進 |
| Financial Consulate, Inc | 13 | $1,097 | 0.00% | +13 | 新進 |
| Pineridge Advisors LLC | 14 | $1,180 | 0.00% | 00.0% | 不變 |
| Seneschal Advisors, LLC | 14 | $1,181 | 0.00% | +14 | 新進 |
| Cherry Tree Wealth Management, LLC | 15 | $1,265 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 15 | $1,265 | 0.00% | +15 | 新進 |
| Creekmur Asset Management LLC | 15 | $1,306 | 0.00% | +14+1,400.0% | 加碼 |
| Evergreen Private Wealth LLC | 16 | $1,349 | 0.00% | +16 | 新進 |
| Fourth Dimension Wealth, LLC | 18 | $1,518 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 18 | $1,518 | 0.00% | +18 | 新進 |
| Eisler Capital Management Ltd. | 18 | $1,530 | 0.00% | −4−18.2% | 減碼 |
| Key Financial Inc | 18 | $1,547 | 0.00% | +11+157.1% | 加碼 |
| Beaird Harris Wealth Management, LLC | 19 | $1,602 | 0.00% | +4+26.7% | 加碼 |
| Heartwood Wealth Advisors LLC | 19 | $1,602 | 0.00% | +19 | 新進 |
| Cornerstone Planning Group LLC | 66 | $1,748 | 0.00% | −116−63.7% | 減碼 |
| Valley National Advisers Inc | 32 | $2,000 | 0.00% | +11+52.4% | 加碼 |
| American Capital Advisory, LLC | 24 | $2,024 | 0.00% | +1+4.3% | 加碼 |
| Goodman Advisory Group, LLC | 25 | $2,108 | 0.00% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 26 | $2,193 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 28 | $2,391 | 0.00% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 29 | $2,445 | 0.00% | +29 | 新進 |
| United Community Bank | 29 | $2,445 | 0.00% | +29 | 新進 |
| NVWM, LLC | 30 | $2,529 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 32 | $2,698 | 0.00% | +8+33.3% | 加碼 |
| Park Square Financial Group, LLC | 33 | $2,783 | 0.01% | +33 | 新進 |
| Aviso Financial Inc. | 34 | $2,866 | 0.00% | −689−95.3% | 減碼 |
| FSA Wealth Management LLC | 34 | $2,867 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 34 | $2,887 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 37 | $3,119 | 0.00% | 00.0% | 不變 |
| PayPay Securities Corp | 38 | $3,183 | 0.11% | +2+5.6% | 加碼 |
| Armstrong Advisory Group, Inc | 39 | $3,289 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 40 | $3,372 | 0.00% | −105−72.4% | 減碼 |
| Frazier Financial Advisors, LLC | 40 | $3,373 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 42 | $3,542 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 44 | $3,721 | 0.00% | −165−78.9% | 減碼 |
| Minot DeBlois Advisors LLC | 45 | $3,794 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 45 | $3,794 | 0.00% | 00.0% | 不變 |
| Centennial Bank | 45 | $3,794 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 50 | $4,216 | 0.00% | +50 | 新進 |
| SWAN Capital LLC | 50 | $4,234 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4,806 | 0.00% | +10+21.3% | 加碼 |
| Winnow Wealth LLC | 57 | $4,845 | 0.00% | −143−71.5% | 減碼 |
| SJS Investment Consulting Inc. | 58 | $4,890 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 59 | $4,974 | 0.00% | +59 | 新進 |
| Retirement Wealth Solutions LLC | 59 | $4,975 | 0.00% | +59 | 新進 |
| Bay Harbor Wealth Management, LLC | 60 | $5,058 | 0.00% | +14+30.4% | 加碼 |
| Tortoise Investment Management, LLC | 63 | $5,312 | 0.00% | +51+425.0% | 加碼 |
| Godsey & Gibb Associates | 70 | $5,902 | 0.00% | 00.0% | 不變 |
| Decker Retirement Planning Inc. | 71 | $5,986 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 72 | $6,052 | 0.00% | +1+1.4% | 加碼 |
| Principia Wealth Advisory, LLC | 72 | $6,070 | 0.00% | +7+10.8% | 加碼 |
| Rosenberg Matthew Hamilton | 75 | $6,323 | 0.00% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 77 | $6,492 | 0.00% | +77 | 新進 |
| ZRC Wealth Management, LLC | 80 | $6,745 | 0.00% | +80 | 新進 |
| IAG Wealth Partners, LLC | 84 | $7,082 | 0.00% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 85 | $7,166 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 86 | $7,290 | 0.00% | +10+13.2% | 加碼 |
| Anchor Investment Management, LLC | 87 | $7,335 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 87 | $7,335 | 0.00% | +32+58.2% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 101 | $7,515 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 90 | $7,556 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 90 | $7,588 | 0.00% | 00.0% | 不變 |
| Binnacle Investments Inc | 90 | $7,588 | 0.00% | +9+11.1% | 加碼 |
| Guerra Advisors Inc | 90 | $7,588 | 0.00% | +90 | 新進 |
| American National Bank | 91 | $7,672 | 0.00% | +91 | 新進 |
| Bare Financial Services, Inc | 92 | $7,756 | 0.00% | +18+24.3% | 加碼 |
| Penserra Capital Management LLC | 96 | $8,000 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 92 | $8,120 | 0.00% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 99 | $8,369 | 0.00% | +28+39.4% | 加碼 |
| City State Bank | 100 | $8,431 | 0.00% | −80−44.4% | 減碼 |
| Oakworth Capital, Inc. | 100 | $8,431 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 100 | $8,431 | 0.00% | 00.0% | 不變 |
| Cordant, Inc. | 100 | $8,431 | 0.00% | 00.0% | 不變 |
| Kings Path Partners LLC | 100 | $8,431 | 0.00% | 00.0% | 不變 |
| Copia Wealth Management | 105 | $8,853 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 117 | $9,865 | 0.00% | +30+34.5% | 加碼 |
| Marquette Asset Management, LLC | 117 | $9,865 | 0.00% | +117 | 新進 |
| GHP Investment Advisors, Inc. | 119 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Financial Freedom, LLC | 126 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 126 | $1.06 萬 | 0.00% | +117+1,300.0% | 加碼 |
| MJT & Associates Financial Advisory Group, Inc. | 130 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 131 | $1.10 萬 | 0.00% | +131 | 新進 |
| Dakota Community Bank & Trust NA | 134 | $1.13 萬 | 0.04% | 00.0% | 不變 |
| CBIZ Investment Advisory Services, LLC | 137 | $1.16 萬 | 0.00% | +16+13.2% | 加碼 |
| South State Corp. | 138 | $1.16 萬 | 0.00% | −130−48.5% | 減碼 |
| Aspect Partners, LLC | 139 | $1.17 萬 | 0.01% | +88+172.5% | 加碼 |
| Wolff Wiese Magana LLC | 140 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Kilter Group LLC | 160 | $1.35 萬 | 0.01% | +31+24.0% | 加碼 |