| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $71 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $89 | 0.00% | +1+50.0% | Added |
| Curio Wealth, LLC | 4 | $142 | 0.00% | +4 | New |
| Bank of Jackson Hole Trust | 5 | $178 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $213 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $249 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $249 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $249 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $249 | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $320 | 0.00% | −2,246−99.6% | Reduced |
| Frazier Financial Advisors, LLC | 9 | $320 | 0.00% | +9 | New |
| Meramec Financial Planners, LLC | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $355 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $391 | 0.00% | −6−35.3% | Reduced |
| First Horizon Corp | 11 | $391 | 0.00% | +11 | New |
| GHP Investment Advisors, Inc. | 11 | $391 | 0.00% | +11 | New |
| Financial Consulate, Inc | 13 | $462 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $462 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $497 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 14 | $497 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 16 | $568 | 0.00% | +2+14.3% | Added |
| Raffa Wealth Management, LLC | 16 | $568 | 0.00% | +3+23.1% | Added |
| Dunhill Financial, LLC | 16 | $597 | 0.00% | −3−15.8% | Reduced |
| Nemes Rush Group LLC | 18 | $639 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $657 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $701 | 0.00% | +10+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $745 | 0.00% | +4+23.5% | Added |
| Torren Management, LLC | 21 | $746 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $746 | 0.00% | +18+600.0% | Added |
| Fairscale Capital, LLC | 23 | $817 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $827 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $852 | 0.00% | +24 | New |
| Whipplewood Advisors, LLC | 24 | $852 | 0.00% | +24 | New |
| SHP Wealth Management | 25 | $888 | 0.00% | +25 | New |
| Holos Integrated Wealth LLC | 26 | $908 | 0.00% | +26 | New |
| TFC Financial Management | 30 | $1.06K | 0.00% | +1+3.4% | Added |
| Bogart Wealth, LLC | 30 | $1.06K | 0.00% | +30 | New |
| Robinswood Financial LLC | 31 | $1.10K | 0.00% | +31 | New |
| Ankerstar Wealth, LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 32 | $1.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $1.17K | 0.00% | +2+6.5% | Added |
| Cornerstone Financial Management LLC | 34 | $1.21K | 0.00% | −42−55.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 36 | $1.28K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bayban | 44 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $1.63K | 0.00% | −5−9.8% | Reduced |
| Bruce G. Allen Investments, LLC | 47 | $1.67K | 0.00% | −6−11.3% | Reduced |
| New England Capital Financial Advisors LLC | 49 | $1.74K | 0.00% | +1+2.1% | Added |
| Brown Brothers Harriman & Co | 54 | $1.92K | 0.00% | −194−78.2% | Reduced |
| Accordant Advisory Group Inc | 63 | $2.24K | 0.00% | −41,681−99.8% | Reduced |
| Ares Financial Consulting, LLC | 71 | $2.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 75 | $2.65K | 0.00% | +10+15.4% | Added |
| Nalls Sherbakoff Group, LLC | 79 | $2.80K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 80 | $2.84K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 82 | $2.91K | 0.00% | −2−2.4% | Reduced |
| Westend Capital Management, LLC | 86 | $3.05K | 0.00% | −2,612−96.8% | Reduced |
| Intentional Wealth Strategies, LLC | 86 | $3.05K | 0.00% | +86 | New |
| Kilter Group LLC | 90 | $3.19K | 0.00% | −5−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $3.37K | 0.00% | −5−5.0% | Reduced |
| TD Private Client Wealth LLC | 97 | $3.44K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 97 | $3.44K | 0.00% | +97 | New |
| Grove Bank & Trust | 99 | $3.52K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $3.55K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $3.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 102 | $3.62K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 111 | $3.94K | 0.00% | +111 | New |
| Basecamp Wealth Advisors LLC | 112 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $4.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 128 | $4.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $4.54K | 0.00% | +24+23.1% | Added |
| Prestige Wealth Management Group LLC | 134 | $4.76K | 0.00% | +17+14.5% | Added |
| Strive Financial Group ,LLC | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $5.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $5.15K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 150 | $5.33K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 151 | $5.36K | 0.00% | +8+5.6% | Added |
| True Wealth Design, LLC | 163 | $5.79K | 0.00% | +80+96.4% | Added |
| American Capital Advisory, LLC | 167 | $5.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 179 | $6.36K | 0.00% | +179 | New |
| Addison Advisors LLC | 194 | $6.89K | 0.00% | −66−25.4% | Reduced |
| Sunbelt Securities, Inc. | 195 | $6.92K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $7.10K | 0.00% | −1,600−88.9% | Reduced |
| Private Wealth Management Group, LLC | 204 | $7.24K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $7.46K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 217 | $7.70K | 0.00% | +2+0.9% | Added |
| WPG Advisers, LLC | 220 | $7.81K | 0.01% | −38−14.7% | Reduced |
| Gladwyn Financial Advisors, Inc. | 223 | $7.90K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 227 | $8.06K | 0.00% | +137+152.2% | Added |
| Atlantic Trust, LLC | 239 | $8.48K | 0.00% | −85−26.2% | Reduced |
| Bare Financial Services, Inc | 248 | $8.80K | 0.00% | +77+45.0% | Added |
| Walsh & Associates, LLC | 265 | $9.41K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 284 | $10.1K | 0.00% | −57−16.7% | Reduced |
| WealthCollab, LLC | 319 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 320 | $11.4K | 0.00% | −25−7.2% | Reduced |
| Ronald Blue Trust, Inc. | 322 | $11.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 323 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 334 | $11.9K | 0.00% | −4,331−92.8% | Reduced |