| Curio Wealth, LLC | 1 | $49 | 0.00% | +1 | New |
| Walleye Capital LLC | 2 | $98 | 0.00% | −661−99.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $147 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $147 | 0.00% | +3 | New |
| Hollencrest Capital Management | 4 | $196 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $218 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $245 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $392 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 10 | $490 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $539 | 0.00% | +2+22.2% | Added |
| Vermillion Wealth Management, Inc. | 11 | $539 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 12 | $587 | 0.00% | +8+200.0% | Added |
| Natixis | 14 | $686 | 0.00% | −64,131−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $686 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $735 | 0.00% | −4−21.1% | Reduced |
| Vanguard National Trust Co | 17 | $833 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 18 | $882 | 0.00% | −2−10.0% | Reduced |
| Bogart Wealth, LLC | 18 | $882 | 0.00% | +18 | New |
| CNB Bank | 19 | $931 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $980 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $1.03K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 19 | $1.04K | 0.04% | −13−40.6% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.13K | 0.00% | −267−92.1% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $1.13K | 0.00% | +9+64.3% | Added |
| MidFirst Bank | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $1.32K | 0.00% | +27 | New |
| Cromwell Holdings LLC | 29 | $1.42K | 0.00% | +9+45.0% | Added |
| Rialto Wealth Management, LLC | 30 | $1.47K | 0.00% | +5+20.0% | Added |
| Owl Creek Wealth Partners LLC | 30 | $1.47K | 0.00% | +30 | New |
| Rachor Investment Advisory Services, LLC | 31 | $1.52K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 32 | $1.57K | 0.00% | +32 | New |
| Wolff Wiese Magana LLC | 34 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 36 | $1.78K | 0.00% | −22−37.9% | Reduced |
| Whittier Trust Co | 36 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $2.00K | 0.00% | +10+27.0% | Added |
| Torren Management, LLC | 42 | $2.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $2.06K | 0.00% | +12+40.0% | Added |
| Clearstead Advisors, LLC | 45 | $2.21K | 0.00% | −464−91.2% | Reduced |
| Basepoint Wealth LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 51 | $2.50K | 0.00% | −100−66.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 55 | $2.69K | 0.00% | +55 | New |
| Wealth Preservation Advisors, LLC | 58 | $2.84K | 0.00% | +58 | New |
| North Star Investment Management Corp. | 59 | $2.89K | 0.00% | +59 | New |
| Rocky Mountain Advisers, LLC | 60 | $2.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $2.99K | 0.00% | −45−42.5% | Reduced |
| ZRC Wealth Management, LLC | 65 | $3.19K | 0.00% | +65 | New |
| Bruce G. Allen Investments, LLC | 72 | $3.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $3.72K | 0.00% | +76 | New |
| JPL Wealth Management, LLC | 78 | $3.82K | 0.00% | +78 | New |
| Missouri Trust & Investment Co | 80 | $3.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $3.92K | 0.00% | +36+81.8% | Added |
| TD Private Client Wealth LLC | 81 | $3.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 91 | $4.46K | 0.00% | +91 | New |
| Salomon & Ludwin, LLC | 91 | $4.47K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 104 | $5.09K | 0.00% | +4+4.0% | Added |
| Bank of Jackson Hole Trust | 111 | $5.44K | 0.00% | +15+15.6% | Added |
| Brown Brothers Harriman & Co | 117 | $5.73K | 0.00% | +82+234.3% | Added |
| Your Advocates Ltd., LLP | 121 | $5.93K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 124 | $6.08K | 0.00% | +42+51.2% | Added |
| Keating Financial Advisory Services, Inc. | 125 | $6.12K | 0.00% | +124+12,400.0% | Added |
| Signature Equity Partners, LLC | 127 | $6.22K | 0.00% | +127 | New |
| Aster Capital Management (DIFC) Ltd | 213 | $6.35K | 0.00% | +6+2.9% | Added |
| Bare Financial Services, Inc | 133 | $6.52K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 121 | $6.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $7.15K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 146 | $7.15K | 0.00% | +146 | New |
| Whittier Trust Co of Nevada Inc | 150 | $7.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $7.59K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 165 | $8.08K | 0.00% | +13+8.6% | Added |
| Rothschild Investment LLC | 167 | $8.18K | 0.00% | +154+1,184.6% | Added |
| Strengthening Families & Communities, LLC | 168 | $8.21K | 0.00% | +168 | New |
| Founders Capital Management | 175 | $8.57K | 0.00% | +175 | New |
| Cedar Mountain Advisors, LLC | 195 | $9.55K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $9.80K | 0.00% | −1,800−90.0% | Reduced |
| First United Bank Trust | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 212 | $10.4K | 0.00% | +109+105.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 216 | $10.6K | 0.00% | +3+1.4% | Added |
| Boreal Capital Management LLC | 220 | $10.8K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 227 | $11.1K | 0.00% | +227 | New |
| Pin Oak Investment Advisors Inc | 249 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 246 | $12.1K | 0.00% | +1+0.4% | Added |
| Valley National Advisers Inc | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 275 | $13.5K | 0.00% | −100−26.7% | Reduced |
| Strive Financial Group ,LLC | 312 | $15.0K | 0.01% | +312 | New |
| Hilton Head Capital Partners, LLC | 332 | $16.3K | 0.01% | −166−33.3% | Reduced |
| Basecamp Wealth Advisors LLC | 332 | $16.3K | 0.00% | +208+167.7% | Added |
| Transamerica Financial Advisors, Inc. | 344 | $16.9K | 0.00% | +343+34,300.0% | Added |
| Truvestments Capital LLC | 345 | $16.9K | 0.00% | +181+110.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 357 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 390 | $19.1K | 0.00% | +390 | New |
| Raleigh Capital Management Inc. | 394 | $19.3K | 0.01% | +340+629.6% | Added |
| UMA Financial Services, Inc. | 400 | $19.6K | 0.00% | −33−7.6% | Reduced |
| Mather Group, LLC. | 409 | $20.0K | 0.00% | +409 | New |
