| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $81 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $81 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $81 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $161 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $161 | 0.00% | +2 | New |
| SWAN Capital LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $242 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $242 | 0.00% | +2+200.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 3 | $255 | 0.00% | +3 | New |
| Winnow Wealth LLC | 5 | $340 | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 6 | $458 | 0.00% | +2+50.0% | Added |
| South State Corp. | 6 | $483 | 0.00% | −122−95.3% | Reduced |
| Bare Financial Services, Inc | 6 | $483 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 8 | $644 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $805 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $886 | 0.00% | +6+120.0% | Added |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $1.13K | 0.00% | +18+128.6% | Added |
| SJS Investment Consulting Inc. | 15 | $1.21K | 0.00% | −3−16.7% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.21K | 0.00% | +4+36.4% | Added |
| S&T Bank | 15 | $1.21K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.21K | 0.00% | +15 | New |
| WealthCollab, LLC | 20 | $1.61K | 0.00% | −73−78.5% | Reduced |
| Abound Wealth Management | 20 | $1.61K | 0.00% | −33−62.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.61K | 0.00% | −1−4.8% | Reduced |
| AdvisorNet Financial, Inc | 20 | $1.61K | 0.00% | +5+33.3% | Added |
| ROSS\JOHNSON & Associates LLC | 21 | $1.69K | 0.03% | +21 | New |
| Boyd Watterson Asset Management LLC | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 22 | $1.77K | 0.00% | +22 | New |
| Caitong International Asset Management Co., Ltd | 22 | $1.77K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $1.85K | 0.00% | +22+2,200.0% | Added |
| Close Asset Management Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $2.09K | 0.00% | −86−76.8% | Reduced |
| Harbour Investments, Inc. | 27 | $2.17K | 0.00% | −8−22.9% | Reduced |
| Rothschild Investment LLC | 27 | $2.17K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 29 | $2.33K | 0.00% | +29 | New |
| Harbor Investment Advisory, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.42K | 0.00% | +14+87.5% | Added |
| Spire Wealth Management | 31 | $2.50K | 0.00% | −18−36.7% | Reduced |
| Sierra Ocean, LLC | 31 | $2.50K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.58K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 7 | $2.63K | 0.00% | −33−82.5% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $2.82K | 0.00% | +35 | New |
| Dunhill Financial, LLC | 38 | $3.07K | 0.00% | −2−5.0% | Reduced |
| Retirement Wealth Solutions LLC | 42 | $3.38K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 43 | $3.46K | 0.00% | +3+7.5% | Added |
| DT Investment Partners, LLC | 44 | $3.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $3.54K | 0.00% | +11+33.3% | Added |
| High Note Wealth, LLC | 49 | $3.94K | 0.00% | +3+6.5% | Added |
| Ogorek Anthony Joseph | 55 | $4.00K | 0.00% | +55 | New |
| Innovative Advisory Group, LLC | 50 | $4.03K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $4.19K | 0.00% | +2+4.0% | Added |
| Addison Advisors LLC | 52 | $4.19K | 0.00% | +52 | New |
| JFS Wealth Advisors, LLC | 53 | $4.27K | 0.00% | −9−14.5% | Reduced |
| Stephens Consulting, LLC | 54 | $4.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 56 | $4.49K | 0.00% | −568−91.0% | Reduced |
| Semmax Financial Advisors Inc. | 61 | $4.65K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 59 | $4.75K | 0.03% | +59 | New |
| Grove Bank & Trust | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $5.39K | 0.00% | −120−64.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 79 | $6.00K | 0.00% | −21−21.0% | Reduced |
| TSFG, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 81 | $6.52K | 0.00% | +4+5.2% | Added |
| Fortitude Family Office, LLC | 83 | $6.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $6.84K | 0.00% | −262−75.5% | Reduced |
| CVA Family Office, LLC | 94 | $7.57K | 0.00% | +41+77.4% | Added |
| Salomon & Ludwin, LLC | 96 | $7.73K | 0.00% | −52−35.1% | Reduced |
| NewSquare Capital LLC | 96 | $7.73K | 0.00% | +92+2,300.0% | Added |
| TD Waterhouse Canada Inc. | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $8.05K | 0.01% | −100−50.0% | Reduced |
| Bokf, NA | 100 | $8.05K | 0.00% | −41−29.1% | Reduced |
| BNP Paribas | 100 | $8.05K | 0.00% | +100 | New |
| Motco | 105 | $8.45K | 0.00% | +105 | New |
| Farmers & Merchants Investments Inc | 108 | $8.69K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 121 | $9.00K | 0.01% | +121 | New |
| New Millennium Group LLC | 120 | $9.66K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 119 | $10.0K | 0.00% | +3+2.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 125 | $10.1K | 0.00% | +78+166.0% | Added |
| Tradewinds Capital Management, LLC | 135 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $10.9K | 0.00% | +11+8.9% | Added |
| Zions Bancorporation, National Association | 139 | $11.2K | 0.00% | +139 | New |
| Cornerstone Planning Group LLC | 151 | $11.5K | 0.00% | +61+67.8% | Added |
| Heritage Wealth Advisors | 148 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 159 | $12.0K | 0.00% | +20+14.4% | Added |
| Wood Tarver Financial Group, LLC | 150 | $12.1K | 0.00% | −2−1.3% | Reduced |
| Assetmark, Inc | 159 | $12.8K | 0.00% | −25−13.6% | Reduced |
| Crewe Advisors LLC | 175 | $14.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 176 | $14.2K | 0.00% | +5+2.9% | Added |
| Riverview Trust Co | 185 | $14.9K | 0.01% | −14−7.0% | Reduced |
| Atlas Capital Advisors LLC | 207 | $16.7K | 0.00% | −501−70.8% | Reduced |
| MV Capital Management, Inc. | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 224 | $18.0K | 0.00% | +224 | New |
| Prestige Wealth Management Group LLC | 229 | $18.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $18.7K | 0.00% | −1,449−86.1% | Reduced |