| MidFirst Bank | 4,023 | $0 | 0.00% | +4,023 | New |
| Hughes Financial Services, LLC | 1 | $48 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $119 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $191 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $239 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6 | $287 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $287 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $335 | 0.00% | −2−22.2% | Reduced |
| SBI Securities Co., Ltd. | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $430 | 0.00% | +2+28.6% | Added |
| Godfrey Financial Associates, Inc. | 9 | $430 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 10 | $479 | 0.00% | +2+25.0% | Added |
| Gilpin Wealth Management, LLC | 10 | $479 | 0.00% | +10 | New |
| Signaturefd, LLC | 12 | $574 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $641 | 0.00% | −442−97.1% | Reduced |
| Ankerstar Wealth, LLC | 14 | $669 | 0.00% | +14 | New |
| Triumph Capital Management | 16 | $765 | 0.00% | +16 | New |
| Torren Management, LLC | 16 | $765 | 0.00% | +16 | New |
| Decker Retirement Planning Inc. | 17 | $813 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $861 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $861 | 0.00% | +6+50.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $909 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $956 | 0.00% | +4+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 23 | $1.10K | 0.00% | −122−84.1% | Reduced |
| Picton Mahoney Asset Management | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $1.20K | 0.00% | −26−51.0% | Reduced |
| Larson Financial Group LLC | 28 | $1.34K | 0.00% | +2+7.7% | Added |
| Rossby Financial, LCC | 28 | $1.34K | 0.00% | +19+211.1% | Added |
| Montag A & Associates Inc | 31 | $1.48K | 0.00% | −2−6.1% | Reduced |
| High Note Wealth, LLC | 32 | $1.53K | 0.00% | −2−5.9% | Reduced |
| Quattro Advisors LLC | 40 | $1.91K | 0.00% | +40 | New |
| Kilter Group LLC | 40 | $1.91K | 0.00% | +2+5.3% | Added |
| Fortitude Family Office, LLC | 41 | $1.96K | 0.00% | +4+10.8% | Added |
| Financial Network Wealth Advisors LLC | 44 | $2.10K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $2.20K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 49 | $2.34K | 0.00% | −9−15.5% | Reduced |
| First Horizon Corp | 52 | $2.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $2.63K | 0.00% | +20+57.1% | Added |
| Cape Investment Advisory, Inc. | 60 | $2.87K | 0.00% | +60 | New |
| T. Rowe Price Investment Management, Inc. | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $3.11K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 71 | $3.40K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 85 | $4.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $4.35K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 92 | $4.40K | 0.00% | +15+19.5% | Added |
| JFS Wealth Advisors, LLC | 95 | $4.54K | 0.00% | +31+48.4% | Added |
| Aster Capital Management (DIFC) Ltd | 98 | $4.68K | 0.00% | +98 | New |
| Basecamp Wealth Advisors LLC | 105 | $5.02K | 0.00% | +105 | New |
| Clearstead Advisors, LLC | 122 | $5.83K | 0.00% | −5−3.9% | Reduced |
| Private Trust Co NA | 123 | $5.88K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 132 | $6.31K | 0.00% | −25,790−99.5% | Reduced |
| Accent Capital Management, LLC | 132 | $6.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 140 | $6.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $7.08K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 153 | $7.32K | 0.00% | +153 | New |
| Bare Financial Services, Inc | 185 | $8.85K | 0.00% | +15+8.8% | Added |
| Jones Financial Companies LLLP | 205 | $9.80K | 0.00% | +115+127.8% | Added |
| Northwestern Mutual Wealth Management Co | 206 | $9.85K | 0.00% | −1,647−88.9% | Reduced |
| Massmutual Trust Co FSB | 217 | $10.4K | 0.00% | +23+11.9% | Added |
| Sound Income Strategies, LLC | 257 | $11.0K | 0.00% | +251+4,183.3% | Added |
| Eastern Bank | 248 | $11.9K | 0.00% | +248 | New |
| Crewe Advisors LLC | 269 | $12.9K | 0.00% | +31+13.0% | Added |
| Coston, McIsaac & Partners | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 312 | $14.9K | 0.00% | +44+16.4% | Added |
| Rothschild Investment LLC | 349 | $16.7K | 0.00% | +6+1.7% | Added |
| GWM Advisors LLC | 354 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 378 | $18.1K | 0.00% | −154−28.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 390 | $18.6K | 0.00% | +71+22.3% | Added |
| Steward Partners Investment Advisory, LLC | 394 | $18.8K | 0.00% | −323−45.0% | Reduced |
| Danske Bank A/S | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 407 | $19.5K | 0.01% | −128−23.9% | Reduced |
| Simplex Trading, LLC | 478 | $22.9K | 0.00% | +66+16.0% | Added |
| Clear Street Markets LLC | 506 | $24.2K | 0.00% | +506 | New |
| Versant Capital Management, Inc | 529 | $25.3K | 0.00% | +52+10.9% | Added |
| Farther Finance Advisors, LLC | 536 | $25.6K | 0.00% | +372+226.8% | Added |
| IFP Advisors, Inc | 557 | $26.6K | 0.00% | −6,119−91.7% | Reduced |
| Nomura Asset Management Co Ltd | 590 | $28.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 619 | $29.6K | 0.00% | +200+47.7% | Added |
| Covestor Ltd | 629 | $30.0K | 0.02% | −371−37.1% | Reduced |
| Salomon & Ludwin, LLC | 691 | $31.7K | 0.00% | −35−4.8% | Reduced |
| Parkside Financial Bank & Trust | 668 | $31.9K | 0.00% | +70+11.7% | Added |
| Sterling Capital Management LLC | 676 | $32.3K | 0.00% | +420+164.1% | Added |
| Cheviot Value Management, LLC | 800 | $34.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 730 | $34.9K | 0.00% | −7−0.9% | Reduced |
| Eagle Bay Advisors LLC | 782 | $37.4K | 0.03% | +782 | New |
| Fifth Third Bancorp | 839 | $40.1K | 0.00% | +68+8.8% | Added |
| Measured Wealth Private Client Group, LLC | 915 | $43.7K | 0.01% | +36+4.1% | Added |
| EverSource Wealth Advisors, LLC | 944 | $45.1K | 0.00% | −57−5.7% | Reduced |
| State of Wyoming | 965 | $46.1K | 0.01% | +146+17.8% | Added |
| Kemnay Advisory Services Inc. | 968 | $46.3K | 0.01% | +968 | New |
| Employees Retirement System of Texas | 1,041 | $50.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,503 | $71.9K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,546 | $73.9K | 0.00% | −2,429−61.1% | Reduced |
| LRI Investments, LLC | 1,640 | $78.4K | 0.01% | +35+2.2% | Added |
| Ronald Blue Trust, Inc. | 1,687 | $80.7K | 0.00% | +439+35.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,895 | $90.6K | 0.01% | −2,257−54.4% | Reduced |
| Huntington National Bank | 1,903 | $91.0K | 0.00% | +185+10.8% | Added |
