| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $448 | 0.00% | −3−75.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $448 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $448 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $448 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $448 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $448 | 0.00% | +1 | New |
| Ameritas Advisory Services, LLC | 2 | $895 | 0.00% | −18−90.0% | Reduced |
| Fortitude Family Office, LLC | 2 | $895 | 0.00% | −4−66.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $895 | 0.00% | +1+100.0% | Added |
| North Capital, Inc. | 2 | $895 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $896 | 0.00% | −8−80.0% | Reduced |
| MV Capital Management, Inc. | 2 | $896 | 0.00% | −3−60.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $896 | 0.00% | +1+100.0% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Montag A & Associates Inc | 2 | $1.10K | 0.00% | −1−33.3% | Reduced |
| Ancora Advisors, LLC | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $1.34K | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $1.34K | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 3 | $1.34K | 0.00% | +3 | New |
| Central Trust Co | 3 | $1.34K | 0.00% | −3−50.0% | Reduced |
| WealthCollab, LLC | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.79K | 0.00% | +3+300.0% | Added |
| UMA Financial Services, Inc. | 4 | $1.79K | 0.00% | +4 | New |
| Larson Financial Group LLC | 4 | $1.79K | 0.00% | −83−95.4% | Reduced |
| Valued Wealth Advisors LLC | 4 | $1.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.83K | 0.00% | +4 | New |
| T. Rowe Price Investment Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $2.24K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 5 | $2.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $2.69K | 0.00% | −77−92.8% | Reduced |
| Scarborough Advisors, LLC | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $2.69K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $3.13K | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 7 | $3.13K | 0.00% | +4+133.3% | Added |
| Assetmark, Inc | 8 | $3.58K | 0.00% | −15−65.2% | Reduced |
| Spire Wealth Management | 8 | $3.58K | 0.00% | +1+14.3% | Added |
| CoreCap Advisors, LLC | 9 | $4.03K | 0.00% | −2−18.2% | Reduced |
| AdvisorNet Financial, Inc | 9 | $4.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $4.48K | 0.00% | −1−9.1% | Reduced |
| High Note Wealth, LLC | 10 | $4.48K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $4.48K | 0.00% | +6+150.0% | Added |
| Caitlin John, LLC | 10 | $4.52K | 0.00% | +10 | New |
| Eastern Bank | 11 | $4.92K | 0.00% | +11 | New |
| Grey Fox Wealth Advisors, LLC | 11 | $4.92K | 0.00% | +11 | New |
| Rothschild Investment LLC | 12 | $5.37K | 0.00% | +12 | New |
| Aventura Private Wealth, LLC | 12 | $5.37K | 0.00% | +12 | New |
| Fourth Dimension Wealth, LLC | 13 | $5.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $5.82K | 0.00% | +1+8.3% | Added |
| Quest Partners LLC | 14 | $6.27K | 0.00% | −3,212−99.6% | Reduced |
| Harbour Investments, Inc. | 16 | $7.16K | 0.00% | −1−5.9% | Reduced |
| South State Corp. | 19 | $8.51K | 0.00% | +2+11.8% | Added |
| Huntington National Bank | 22 | $9.44K | 0.00% | −3−12.0% | Reduced |
| Retirement Wealth Solutions LLC | 21 | $9.48K | 0.01% | −9−30.0% | Reduced |
| Security National Bank | 25 | $11.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $11.6K | 0.01% | −46−63.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 27 | $12.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 28 | $12.5K | 0.00% | +28 | New |
| Global Retirement Partners, LLC | 29 | $13.0K | 0.00% | +3+11.5% | Added |
| Quent Capital, LLC | 30 | $13.4K | 0.00% | +30 | New |
| Optiver Holding B.V. | 32 | $14.3K | 0.00% | +4+14.3% | Added |
| Nomura Asset Management Co Ltd | 33 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 33 | $14.9K | 0.01% | +3+10.0% | Added |
| Massmutual Trust Co FSB | 35 | $15.7K | 0.00% | +2+6.1% | Added |
| Estabrook Capital Management | 35 | $15.7K | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 38 | $17.0K | 0.00% | +38 | New |
| Danske Bank A/S | 40 | $17.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 40 | $17.9K | 0.00% | +40 | New |
| Hemington Wealth Management | 41 | $18.0K | 0.00% | −4−8.9% | Reduced |
| Centerpoint Advisors, LLC | 41 | $18.0K | 0.01% | +6+17.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 42 | $18.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 46 | $20.6K | 0.00% | −1−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 47 | $21.0K | 0.01% | +47 | New |
| Cornerstone Planning Group LLC | 47 | $21.4K | 0.00% | +42+840.0% | Added |
| Binnacle Investments Inc | 53 | $23.7K | 0.01% | −2−3.6% | Reduced |
| Parkside Financial Bank & Trust | 55 | $24.6K | 0.00% | −40−42.1% | Reduced |
| Wealthspire Advisors, LLC | 57 | $25.5K | 0.00% | +57 | New |
| Creekmur Asset Management LLC | 58 | $26.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $27.1K | 0.00% | +25+71.4% | Added |
| Blume Capital Management, Inc. | 65 | $29.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 68 | $30.5K | 0.00% | +5+7.9% | Added |
| First Horizon Corp | 70 | $31.3K | 0.00% | +70 | New |
| Painted Porch Advisors LLC | 74 | $33.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76 | $34.0K | 0.00% | −6−7.3% | Reduced |
| Shell Asset Management Co | 89 | $40.0K | 0.00% | −153−63.2% | Reduced |
| GWM Advisors LLC | 90 | $40.3K | 0.00% | −47−34.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 100 | $44.8K | 0.02% | +100 | New |
| Brown Brothers Harriman & Co | 103 | $46.1K | 0.00% | +6+6.2% | Added |
| HM Payson & Co | 103 | $46.1K | 0.00% | +27+35.5% | Added |
| Zions Bancorporation, National Association | 110 | $49.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 122 | $54.7K | 0.00% | −47−27.8% | Reduced |
| Clearstead Advisors, LLC | 131 | $58.7K | 0.00% | −97−42.5% | Reduced |
| Whittier Trust Co | 135 | $59.9K | 0.00% | −33−19.6% | Reduced |
| Employees Retirement System of Texas | 142 | $64.0K | 0.00% | +142 | New |
| Mather Group, LLC. | 146 | $65.4K | 0.00% | +146 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 148 | $66.0K | 0.00% | −7−4.5% | Reduced |