| Lazard Asset Management LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| CGC Financial Services, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $73 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $73 | 0.00% | +1 | New |
| Whittier Trust Co of Nevada Inc | 2 | $144 | 0.00% | −3−60.0% | Reduced |
| Whipplewood Advisors, LLC | 23 | $144 | 0.00% | +21+1,050.0% | Added |
| Robinswood Financial LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $145 | 0.00% | −1−33.3% | Reduced |
| Bokf, NA | 3 | $216 | 0.00% | −22−88.0% | Reduced |
| Clark Wealth Partners | 3 | $216 | 0.00% | −4−57.1% | Reduced |
| TD Capital Management LLC | 3 | $216 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $216 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $217 | 0.00% | −11−78.6% | Reduced |
| American Capital Advisory, LLC | 3 | $217 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $231 | 0.00% | +1+33.3% | Added |
| NewSquare Capital LLC | 4 | $288 | 0.00% | +1+33.3% | Added |
| Global Financial Private Client, LLC | 4 | $288 | 0.00% | +2+100.0% | Added |
| Core Alternative Capital | 5 | $360 | 0.00% | −130−96.3% | Reduced |
| Colonial Trust Co | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $361 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $361 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 6 | $433 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $433 | 0.00% | +6 | New |
| Clear Investment Research, LLC | 6 | $441 | 0.00% | +1+20.0% | Added |
| True Wealth Design, LLC | 6 | $466 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $504 | 0.00% | −1,127−99.4% | Reduced |
| CVA Family Office, LLC | 7 | $504 | 0.00% | −145−95.4% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $605 | 0.00% | +6+150.0% | Added |
| Strategic Investment Solutions, Inc. | 10 | $724 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $737 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $783 | 0.00% | +10 | Added |
| Richard W. Paul & Associates, LLC | 11 | $792 | 0.00% | −78−87.6% | Reduced |
| Trifecta Capital Advisors, LLC | 11 | $793 | 0.00% | −16−59.3% | Reduced |
| Innovative Advisory Group, LLC | 13 | $936 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $941 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −175−93.6% | Reduced |
| Versant Capital Management, Inc | 14 | $1.01K | 0.00% | −69−83.1% | Reduced |
| Global Trust Asset Management, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $1.15K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.24K | 0.00% | −70−80.5% | Reduced |
| Financial Management Professionals, Inc. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 19 | $1.37K | 0.00% | +19 | New |
| Atlantic Trust, LLC | 20 | $1.44K | 0.00% | +7+53.8% | Added |
| American National Bank | 21 | $1.51K | 0.00% | −30,766−99.9% | Reduced |
| Dunhill Financial, LLC | 22 | $1.56K | 0.00% | +3+15.8% | Added |
| Motco | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $1.66K | 0.00% | +23 | New |
| Ossiam | 24 | $1.73K | 0.00% | −8,291−99.7% | Reduced |
| Montag & Caldwell, LLC | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $1.80K | 0.00% | +25 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.80K | 0.00% | +25 | New |
| Continuum Advisory, LLC | 25 | $1.80K | 0.00% | −4−13.8% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 25 | $1.80K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $2.02K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 30 | $2.16K | 0.00% | +30 | New |
| Washington Trust Co | 33 | $2.35K | 0.00% | −152−82.2% | Reduced |
| Sachetta, LLC | 34 | $2.45K | 0.00% | +2+6.3% | Added |
| First Command Advisory Services, Inc. | 34 | $2.45K | 0.00% | +5+17.2% | Added |
| First Horizon Advisors, Inc. | 35 | $2.52K | 0.00% | −124−78.0% | Reduced |
| Archer Investment Corp | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $3.00K | 0.00% | +1+1.9% | Added |
| Sawyer & Company, Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $3.02K | 0.00% | +19+82.6% | Added |
| Wealth Preservation Advisors, LLC | 42 | $3.02K | 0.00% | +42 | New |
| North Star Investment Management Corp. | 45 | $3.24K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 45 | $3.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $3.31K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 46 | $3.31K | 0.02% | +46 | New |
| Grove Bank & Trust | 47 | $3.38K | 0.00% | +9+23.7% | Added |
| South State Corp. | 47 | $3.38K | 0.00% | +47 | New |
| Meeder Asset Management Inc | 50 | $3.60K | 0.00% | −21−29.6% | Reduced |
| Godsey & Gibb Associates | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $3.71K | 0.00% | +1+2.0% | Added |
| Evelyn Partners Investment Management LLP | 53 | $3.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 53 | $3.82K | 0.00% | +51+2,550.0% | Added |
| West Branch Capital LLC | 55 | $3.96K | 0.00% | +55 | New |
| Golden State Wealth Management, LLC | 59 | $4.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $4.32K | 0.00% | −757−92.7% | Reduced |
| Private Wealth Management Group, LLC | 61 | $4.39K | 0.00% | +12+24.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 65 | $4.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $4.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 98 | $5.45K | 0.00% | +25+34.2% | Added |
| Rossby Financial, LCC | 100 | $5.77K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 90 | $6.48K | 0.00% | −192−68.1% | Reduced |
| Delta Asset Management LLC | 93 | $6.70K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $7.00K | 0.00% | −7−7.0% | Reduced |
| Anchor Investment Management, LLC | 100 | $7.20K | 0.00% | 00.0% | Unchanged |