| BOK Financial Private Wealth, Inc. | 0 | $12 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $54 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $151 | 0.00% | −57−96.6% | Reduced |
| Hughes Financial Services, LLC | 2 | $151 | 0.00% | +1+100.0% | Added |
| GHP Investment Advisors, Inc. | 2 | $151 | 0.00% | +2 | New |
| First Horizon Corp | 3 | $226 | 0.00% | −9−75.0% | Reduced |
| Silicon Valley Capital Partners | 4 | $304 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 5 | $377 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $377 | 0.00% | +2+66.7% | Added |
| Intentional Wealth Strategies, LLC | 5 | $377 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $473 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $528 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $529 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $603 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 9 | $678 | 0.00% | +9 | New |
| Mountain Hill Investment Partners Corp. | 11 | $818 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $829 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $1.21K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 16 | $1.21K | 0.00% | +5+45.5% | Added |
| Ares Financial Consulting, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $1.43K | 0.00% | −18−48.6% | Reduced |
| Essential Partners LLC | 20 | $1.51K | 0.00% | −16−44.4% | Reduced |
| Manchester Capital Management LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 21 | $1.58K | 0.00% | +21 | New |
| Sachetta, LLC | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $1.73K | 0.00% | +23 | New |
| Sunrise Financial Services, LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $1.90K | 0.00% | +25 | New |
| Strategic Wealth Partners, Ltd. | 26 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $2.56K | 0.00% | −425−92.6% | Reduced |
| Godfrey Financial Associates, Inc. | 37 | $2.79K | 0.00% | −5−11.9% | Reduced |
| CX Institutional | 46 | $3.00K | 0.00% | +46 | New |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.02K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $3.02K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 43 | $3.24K | 0.00% | +10+30.3% | Added |
| TD Private Client Wealth LLC | 47 | $3.54K | 0.00% | +20+74.1% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 47 | $3.58K | 0.02% | +47 | New |
| Bell Investment Advisors, Inc | 51 | $3.85K | 0.00% | 00.0% | Unchanged |
| American National Bank | 52 | $3.92K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $4.07K | 0.00% | −61−53.0% | Reduced |
| High Note Wealth, LLC | 61 | $4.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 61 | $4.60K | 0.00% | +61 | New |
| Kilter Group LLC | 67 | $5.05K | 0.00% | +15+28.8% | Added |
| Wolff Wiese Magana LLC | 70 | $5.28K | 0.00% | +70 | New |
| Cornerstone Financial Management LLC | 77 | $5.80K | 0.01% | +25+48.1% | Added |
| Bare Financial Services, Inc | 79 | $5.96K | 0.00% | +23+41.1% | Added |
| Farmers & Merchants Investments Inc | 95 | $7.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 99 | $7.46K | 0.00% | +17+20.7% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 111 | $8.33K | 0.00% | +41+58.6% | Added |
| Itau Unibanco Holding S.A. | 121 | $9.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 123 | $9.27K | 0.00% | −97−44.1% | Reduced |
| Rosenberg Matthew Hamilton | 123 | $9.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 151 | $11.4K | 0.00% | +150+15,000.0% | Added |
| Keating Financial Advisory Services, Inc. | 157 | $11.8K | 0.00% | −29−15.6% | Reduced |
| UMA Financial Services, Inc. | 160 | $12.1K | 0.00% | +11+7.4% | Added |
| Rothschild Investment LLC | 160 | $12.1K | 0.00% | +75+88.2% | Added |
| Group One Trading, L.P. | 167 | $12.6K | 0.00% | −222−57.1% | Reduced |
| Kentucky Trust Co | 172 | $13.0K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 189 | $14.2K | 0.00% | +189 | New |
| Smallwood Wealth Investment Management, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 208 | $15.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $17.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 231 | $17.4K | 0.00% | −46−16.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 246 | $19.0K | 0.01% | −6,523−96.4% | Reduced |
| Capital Analysts, LLC | 290 | $22.0K | 0.00% | −37−11.3% | Reduced |
| Central Trust Co | 300 | $22.6K | 0.00% | +266+782.4% | Added |
| Parkside Financial Bank & Trust | 329 | $24.8K | 0.00% | −35−9.6% | Reduced |
| Wellington-Altus USA Inc. | 351 | $26.6K | 0.02% | −30−7.9% | Reduced |
| Sound Income Strategies, LLC | 360 | $27.3K | 0.00% | −398−52.5% | Reduced |
| Atlantic Trust, LLC | 368 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 381 | $28.7K | 0.03% | +381 | New |
| NBC Securities, Inc. | 412 | $31.1K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 423 | $31.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 430 | $32.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 443 | $33.4K | 0.01% | +443 | New |
| Wiser Advisor Group LLC | 460 | $34.7K | 0.04% | +5+1.1% | Added |
| Los Angeles Capital Management LLC | 480 | $36.2K | 0.00% | +480 | New |
| Mather Group, LLC. | 487 | $36.7K | 0.00% | +487 | New |
| IFP Advisors, Inc | 499 | $37.6K | 0.00% | −311−38.4% | Reduced |
| North Star Investment Management Corp. | 500 | $37.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 543 | $40.9K | 0.00% | −836−60.6% | Reduced |
| Ancora Advisors, LLC | 552 | $41.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 576 | $43.4K | 0.00% | +114+24.7% | Added |
| MCF Advisors LLC | 585 | $44.3K | 0.00% | +12+2.1% | Added |
| Gables Capital Management Inc. | 600 | $45.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 598 | $45.3K | 0.00% | +51+9.3% | Added |
| Versant Capital Management, Inc | 605 | $45.6K | 0.00% | −270−30.9% | Reduced |