| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Colonial Trust Advisors | 1 | $151 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 151 | $339 | 0.01% | −25−14.2% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 4 | $603 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $621 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $754 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $904 | 0.00% | −339−98.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $904 | 0.00% | −1−14.3% | Reduced |
| Concord Wealth Partners | 6 | $904 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.33K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 10 | $1.51K | 0.00% | −4−28.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.66K | 0.00% | +11 | New |
| Aspire Private Capital, LLC | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Larson Financial Group LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 15 | $2.26K | 0.00% | +15 | New |
| Core Alternative Capital | 15 | $2.26K | 0.00% | +15 | New |
| Fortis Capital Advisors, LLC | 16 | $2.41K | 0.00% | −32−66.7% | Reduced |
| Investors Research Corp | 19 | $2.86K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $3.17K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 21 | $3.17K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $3.47K | 0.00% | −4−14.8% | Reduced |
| Lindbrook Capital, LLC | 24 | $3.62K | 0.00% | −23−48.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $4.37K | 0.00% | +11+61.1% | Added |
| Stonebridge Capital Advisors LLC | 30 | $4.52K | 0.00% | +5+20.0% | Added |
| CVA Family Office, LLC | 31 | $4.67K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $4.82K | 0.00% | −92−74.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 34 | $5.12K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $5.58K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 38 | $5.73K | 0.00% | +38 | New |
| Smithfield Trust Co | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 41 | $6.18K | 0.00% | +41 | New |
| Allworth Financial LP | 44 | $6.63K | 0.00% | +1+2.3% | Added |
| Bell Investment Advisors, Inc | 48 | $7.24K | 0.00% | −22−31.4% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $7.38K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $7.54K | 0.00% | −25−33.3% | Reduced |
| MCF Advisors LLC | 50 | $7.54K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 54 | $8.14K | 0.00% | +13+31.7% | Added |
| MV Capital Management, Inc. | 56 | $8.44K | 0.00% | +22+64.7% | Added |
| Baillie Gifford & Co | 62 | $9.35K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 65 | $9.80K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $10.2K | 0.00% | −29−29.9% | Reduced |
| Colonial Trust Co | 86 | $12.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $13.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 102 | $15.4K | 0.01% | +19+22.9% | Added |
| Thompson Investment Management, Inc. | 108 | $16.3K | 0.00% | +108 | New |
| Ameritas Advisory Services, LLC | 109 | $16.4K | 0.00% | +109 | New |
| Ellevest, Inc. | 111 | $16.7K | 0.00% | +41+58.6% | Added |
| Brown Brothers Harriman & Co | 116 | $17.5K | 0.00% | +1+0.9% | Added |
| Logan Capital Management Inc | 117 | $17.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 120 | $18.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $18.1K | 0.00% | +93+344.4% | Added |
| Harbour Investments, Inc. | 123 | $18.5K | 0.00% | −27−18.0% | Reduced |
| Ogorek Anthony Joseph | 142 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 142 | $21.0K | 0.01% | +69+94.5% | Added |
| Bokf, NA | 140 | $21.1K | 0.00% | −3,465−96.1% | Reduced |
| Tfo-TDC, LLC | 142 | $21.4K | 0.00% | −426−75.0% | Reduced |
| Clearstead Advisors, LLC | 144 | $21.7K | 0.00% | +144 | New |
| Beacon Capital Management, LLC | 155 | $23.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 157 | $23.7K | 0.01% | −28−15.1% | Reduced |
| Park Place Capital Corp | 169 | $25.5K | 0.01% | +6+3.7% | Added |
| BerganKDV Wealth Management, LLC | 170 | $25.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 175 | $26.0K | 0.00% | +100+133.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 175 | $26.4K | 0.01% | −50−22.2% | Reduced |
| SJS Investment Consulting Inc. | 193 | $29.1K | 0.01% | −3−1.5% | Reduced |
| Prestige Wealth Management Group LLC | 199 | $30.0K | 0.01% | +11+5.9% | Added |
| Anchor Investment Management, LLC | 215 | $32.4K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 223 | $33.6K | 0.00% | −316−58.6% | Reduced |
| Quent Capital, LLC | 225 | $33.9K | 0.01% | +1+0.4% | Added |
| Glassman Wealth Services | 237 | $35.7K | 0.01% | −21−8.1% | Reduced |
| Endurance Wealth Management, Inc. | 250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 254 | $38.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 267 | $40.2K | 0.00% | −17,904−98.5% | Reduced |
| Creative Financial Designs Inc | 278 | $42.0K | 0.01% | +1+0.4% | Added |
| TFC Financial Management | 281 | $42.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 291 | $43.9K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 292 | $44.0K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 293 | $44.2K | 0.00% | −16−5.2% | Reduced |
| Pointe Capital Management LLC | 300 | $45.2K | 0.03% | +300 | New |
| KB Financial Partners, LLC | 342 | $52.0K | 0.02% | +210+159.1% | Added |
| Lumature Wealth Partners, LLC | 350 | $52.8K | 0.03% | −37−9.6% | Reduced |
| Atticus Wealth Management, LLC | 355 | $53.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 362 | $55.0K | 0.00% | +175+93.6% | Added |
| Penserra Capital Management LLC | 375 | $56.0K | 0.00% | −17,567−97.9% | Reduced |
| Missouri Trust & Investment Co | 375 | $56.5K | 0.04% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 385 | $58.0K | 0.00% | +385 | New |
| Farther Finance Advisors, LLC | 387 | $58.3K | 0.02% | −108−21.8% | Reduced |
| Global Retirement Partners, LLC | 377 | $59.6K | 0.00% | +173+84.8% | Added |
| Hollencrest Capital Management | 398 | $60.0K | 0.01% | −835−67.7% | Reduced |
