| SWAN Capital LLC | 1 | $102 | 0.00% | −248−99.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $305 | 0.00% | −99−97.1% | Reduced |
| IAG Wealth Partners, LLC | 4 | $406 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $440 | 0.00% | −19−82.6% | Reduced |
| Tacita Capital Inc | 5 | $508 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5 | $508 | 0.00% | +5 | New |
| Imprint Wealth LLC | 5 | $508 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 6 | $609 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $624 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $812 | 0.00% | +8 | New |
| Financial Connections Group, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $1.22K | 0.00% | +12 | New |
| Seneschal Advisors, LLC | 13 | $1.32K | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 14 | $1.38K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 15 | $1.52K | 0.00% | +15 | New |
| First Pacific Financial | 15 | $1.52K | 0.00% | +15 | New |
| Redwood Park Advisors LLC | 15 | $1.52K | 0.00% | +15 | New |
| Glass Jacobson Investment Advisors llc | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $1.73K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 17 | $1.73K | 0.00% | +5+41.7% | Added |
| Davis Capital Management | 17 | $1.73K | 0.00% | +17 | New |
| United Financial Planning Group LLC | 17 | $1.73K | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 19 | $1.94K | 0.00% | +17+850.0% | Added |
| Fourth Dimension Wealth, LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 23 | $2.33K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 25 | $2.54K | 0.01% | +25 | New |
| HFM Investment Advisors, LLC | 27 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 28 | $2.84K | 0.00% | +15+115.4% | Added |
| Navigoe, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Pandora Wealth, Inc. | 30 | $3.04K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 30 | $3.04K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 34 | $3.45K | 0.00% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $3.55K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 36 | $3.65K | 0.00% | −18−33.3% | Reduced |
| PayPay Securities Corp | 37 | $3.74K | 0.13% | −3−7.5% | Reduced |
| JDM Financial Group LLC | 38 | $3.86K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 42 | $4.30K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 43 | $4.37K | 0.00% | +2+4.9% | Added |
| Reyes Financial Architecture, Inc. | 44 | $4.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $4.67K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 47 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 49 | $4.96K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 54 | $5.48K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 55 | $5.58K | 0.00% | −72−56.7% | Reduced |
| Hopwood Financial Services, Inc. | 56 | $5.66K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 57 | $5.79K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 57 | $5.79K | 0.00% | +57 | New |
| HHM Wealth Advisors, LLC | 58 | $5.89K | 0.00% | −465−88.9% | Reduced |
| Transce3nd, LLC | 115 | $5.95K | 0.05% | −8,733−98.7% | Reduced |
| Winnow Wealth LLC | 61 | $6.22K | 0.00% | +61 | New |
| Trifecta Capital Advisors, LLC | 65 | $6.60K | 0.00% | −203−75.7% | Reduced |
| Quaker Wealth Management, LLC | 67 | $6.80K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 67 | $6.80K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 76 | $7.71K | 0.01% | +10+15.2% | Added |
| Curat Global, LLC | 77 | $7.82K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 79 | $8.02K | 0.00% | +17+27.4% | Added |
| Westend Capital Management, LLC | 81 | $8.22K | 0.00% | +81 | New |
| Coastline Trust Co | 82 | $8.32K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $8.51K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 84 | $8.53K | 0.00% | −9−9.7% | Reduced |
| Alpine Bank Wealth Management | 86 | $8.73K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 103 | $9.05K | 0.00% | +103 | New |
| Tradewinds Capital Management, LLC | 94 | $9.54K | 0.00% | −2−2.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 95 | $9.64K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 97 | $9.88K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 99 | $10.0K | 0.00% | +99 | New |
| Hoertkorn Richard Charles | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 100 | $10.2K | 0.00% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 106 | $10.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 107 | $10.9K | 0.01% | +107 | New |
| Godsey & Gibb Associates | 110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 113 | $11.5K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 115 | $11.7K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 116 | $11.7K | 0.01% | −101−46.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $11.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 118 | $12.0K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 119 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 119 | $12.1K | 0.01% | +111+1,387.5% | Added |
| Bank of Jackson Hole Trust | 120 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 122 | $12.4K | 0.00% | +102+510.0% | Added |
| Frazier Financial Advisors, LLC | 123 | $12.5K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 125 | $12.7K | 0.00% | +125 | New |
| Palisade Asset Management, LLC | 126 | $12.8K | 0.00% | +126 | New |
| High Note Wealth, LLC | 130 | $13.2K | 0.00% | +6+4.8% | Added |
| Teachers Insurance & Annuity Association of America | 137 | $13.9K | 0.02% | +137 | New |
| Richardson Capital Management LLC | 140 | $14.2K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 141 | $14.4K | 0.00% | +141 | New |
| Abich Financial Wealth Management LLC | 145 | $14.7K | 0.01% | +145 | New |
| Retirement Wealth Solutions LLC | 146 | $14.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 146 | $14.8K | 0.00% | +97+198.0% | Added |
| JNBA Financial Advisors | 146 | $14.8K | 0.00% | 00.0% | Unchanged |