| Migdal Insurance & Financial Holdings Ltd. | 13 | $0 | 0.00% | −651−98.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 4 | $145 | 0.00% | +4 | New |
| First Personal Financial Services | 5 | $181 | 0.00% | +5 | New |
| Ancora Advisors, LLC | 7 | $253 | 0.00% | +7 | New |
| Voisard Asset Management Group, Inc. | 11 | $398 | 0.00% | +11 | New |
| Crewe Advisors LLC | 14 | $507 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 15 | $542 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $546 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $615 | 0.00% | +17 | New |
| Transcendent Capital Group LLC | 22 | $795 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 23 | $833 | 0.00% | −236−91.1% | Reduced |
| NVWM, LLC | 25 | $904 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 26 | $940 | 0.00% | −8−23.5% | Reduced |
| JDM Financial Group LLC | 30 | $1.08K | 0.00% | +30 | New |
| Baldwin Brothers Inc | 34 | $1.23K | 0.00% | +34 | New |
| Trust Co | 39 | $1.41K | 0.00% | +39 | New |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 46 | $1.66K | 0.00% | +46 | New |
| Prestige Wealth Management Group LLC | 48 | $1.74K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $1.84K | 0.00% | +50 | New |
| Aspect Partners, LLC | 54 | $1.95K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $1.95K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $2.17K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 61 | $2.21K | 0.00% | −4,249−98.6% | Reduced |
| TFC Financial Management | 64 | $2.31K | 0.00% | +59+1,180.0% | Added |
| McIlrath & Eck, LLC | 68 | $2.46K | 0.00% | +68 | New |
| Belpointe Asset Management LLC | 69 | $2.51K | 0.00% | +21+43.8% | Added |
| DiNuzzo Private Wealth, Inc. | 70 | $2.53K | 0.00% | +2+2.9% | Added |
| Cornerstone Planning Group LLC | 74 | $2.75K | 0.00% | +62+516.7% | Added |
| Carolinas Wealth Consulting LLC | 76 | $2.75K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 78 | $2.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 84 | $3.00K | 0.00% | +3+3.7% | Added |
| Trifecta Capital Advisors, LLC | 85 | $3.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 89 | $3.22K | 0.00% | +5+6.0% | Added |
| Heritage Wealth Advisors | 94 | $3.40K | 0.00% | +94 | New |
| Your Advocates Ltd., LLP | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $3.83K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 108 | $3.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 111 | $4.01K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 113 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 118 | $4.27K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $4.29K | 0.00% | −6−4.8% | Reduced |
| First Command Advisory Services, Inc. | 121 | $4.37K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $4.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 133 | $4.81K | 0.00% | +116+682.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 135 | $4.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 140 | $5.06K | 0.00% | +140 | New |
| MCF Advisors LLC | 141 | $5.10K | 0.00% | −146−50.9% | Reduced |
| Hallmark Capital Management Inc | 145 | $5.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 145 | $5.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 152 | $5.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 159 | $5.76K | 0.00% | +108+211.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 170 | $6.15K | 0.00% | −47−21.7% | Reduced |
| Strategic Investment Solutions, Inc. | 175 | $6.33K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 178 | $6.43K | 0.00% | +17+10.6% | Added |
| Trust Co of Vermont | 182 | $6.58K | 0.00% | +25+15.9% | Added |
| PSI Advisors, LLC | 200 | $7.23K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 214 | $7.74K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 215 | $7.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 219 | $7.92K | 0.00% | −42−16.1% | Reduced |
| Avion Wealth | 231 | $8.00K | 0.00% | +15+6.9% | Added |
| Capital Advisors, Ltd. LLC | 224 | $8.00K | 0.00% | +191+578.8% | Added |
| Hemington Wealth Management | 222 | $8.00K | 0.00% | +222 | New |
| Atlantic Trust, LLC | 226 | $8.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 242 | $8.76K | 0.00% | +4+1.7% | Added |
| Asset Dedication, LLC | 247 | $8.93K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 249 | $9.00K | 0.00% | +249 | New |
| Zions Bancorporation, N.A. | 251 | $9.07K | 0.00% | −210−45.6% | Reduced |
| Macroview Investment Management LLC | 253 | $9.15K | 0.01% | +11+4.5% | Added |
| Jamison Private Wealth Management, Inc. | 264 | $9.53K | 0.00% | +2+0.8% | Added |
| CBIZ Investment Advisory Services, LLC | 279 | $10.1K | 0.00% | −1−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 284 | $10.3K | 0.00% | +4+1.4% | Added |
| Investment Research & Advisory Group, Inc. | 287 | $10.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 290 | $10.5K | 0.00% | +140+93.3% | Added |
| Financial Management Professionals, Inc. | 298 | $11.0K | 0.00% | +74+33.0% | Added |
| Wolff Wiese Magana LLC | 318 | $11.5K | 0.01% | +308+3,080.0% | Added |
| Miller Wealth Advisors, LLC | 315 | $11.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 325 | $11.8K | 0.01% | +242+291.6% | Added |
| Sachetta, LLC | 329 | $11.9K | 0.00% | −72−18.0% | Reduced |
| CVA Family Office, LLC | 345 | $12.5K | 0.00% | −16−4.4% | Reduced |
| Raleigh Capital Management Inc. | 346 | $12.5K | 0.00% | +107+44.8% | Added |
| Hillsdale Investment Management Inc. | 360 | $13.0K | 0.00% | −13,900−97.5% | Reduced |
| Winch Advisory Services, LLC | 374 | $13.5K | 0.00% | +2+0.5% | Added |
| Oarsman Capital, Inc. | 387 | $14.0K | 0.00% | +387 | New |
| Pinnacle Bancorp, Inc. | 407 | $14.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 428 | $15.5K | 0.00% | +114+36.3% | Added |
| Westend Capital Management, LLC | 440 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 444 | $16.1K | 0.01% | +62+16.2% | Added |
| Private Wealth Management Group, LLC | 446 | $16.1K | 0.01% | 00.0% | Unchanged |