| Y.D. More Investments Ltd | 65 | $28 | 0.00% | −10−13.3% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $140 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $286 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $550 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $664 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $715 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $715 | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $858 | 0.00% | +2+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.08K | 0.00% | +1+14.3% | Added |
| Whittier Trust Co of Nevada Inc | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.14K | 0.00% | +4+100.0% | Added |
| Anchor Investment Management, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.72K | 0.00% | −6−33.3% | Reduced |
| TFC Financial Management | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.72K | 0.00% | +2+20.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.86K | 0.00% | +9+225.0% | Added |
| ORG Partners LLC | 14 | $2.00K | 0.00% | +9+180.0% | Added |
| Cloud Capital Management, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $2.29K | 0.00% | +16 | New |
| Binnacle Investments Inc | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $2.72K | 0.00% | −4−17.4% | Reduced |
| SBI Securities Co., Ltd. | 19 | $2.72K | 0.00% | +3+18.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $3.00K | 0.00% | −19−47.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $3.08K | 0.00% | −3−12.0% | Reduced |
| Rossby Financial, LCC | 24 | $3.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $3.81K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $4.00K | 0.00% | +28 | New |
| WPG Advisers, LLC | 31 | $4.43K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $4.74K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 33 | $4.75K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 36 | $5.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $5.58K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $5.58K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 41 | $5.86K | 0.00% | −91−68.9% | Reduced |
| DT Investment Partners, LLC | 44 | $6.29K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 47 | $6.72K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 52 | $7.43K | 0.00% | +52 | New |
| Atlantic Trust, LLC | 52 | $7.43K | 0.00% | +32+160.0% | Added |
| MV Capital Management, Inc. | 55 | $7.86K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 58 | $8.29K | 0.01% | +58 | New |
| Princeton Global Asset Management LLC | 61 | $8.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $8.72K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 62 | $8.86K | 0.01% | +62 | New |
| Farmers & Merchants Investments Inc | 63 | $9.01K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 65 | $9.29K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $9.29K | 0.00% | +65 | New |
| Chilton Capital Management LLC | 66 | $9.44K | 0.00% | +66 | New |
| Sachetta, LLC | 67 | $9.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 77 | $11.0K | 0.00% | +77 | New |
| Delta Asset Management LLC | 78 | $11.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 81 | $11.6K | 0.00% | +5+6.6% | Added |
| Grove Bank & Trust | 82 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $11.9K | 0.00% | −31−27.2% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $11.9K | 0.00% | −9−9.8% | Reduced |
| Private Wealth Management Group, LLC | 83 | $11.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 86 | $12.3K | 0.01% | +86 | New |
| Rise Advisors, LLC | 88 | $12.6K | 0.00% | +7+8.6% | Added |
| Colonial Trust Advisors | 115 | $16.4K | 0.00% | +52+82.5% | Added |
| JPL Wealth Management, LLC | 127 | $18.2K | 0.00% | +127 | New |
| S&T Bank | 132 | $18.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 135 | $19.3K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 136 | $19.4K | 0.01% | −169−55.4% | Reduced |
| Clear Street Markets LLC | 139 | $19.9K | 0.01% | +83+148.2% | Added |
| Peregrine Capital Management LLC | 150 | $21.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 158 | $22.7K | 0.01% | −197−55.5% | Reduced |
| Covestor Ltd | 159 | $23.0K | 0.01% | −32−16.8% | Reduced |
| Copeland Capital Management, LLC | 168 | $24.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 170 | $24.3K | 0.00% | −101−37.3% | Reduced |
| Addison Advisors LLC | 176 | $25.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 180 | $26.0K | 0.00% | −17−8.6% | Reduced |
| WealthCollab, LLC | 182 | $26.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 192 | $27.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 195 | $27.9K | 0.00% | +195 | New |
| Massmutual Trust Co FSB | 196 | $28.0K | 0.00% | −8−3.9% | Reduced |
| Vision Financial Markets LLC | 200 | $28.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 206 | $29.5K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 227 | $31.0K | 0.02% | −11−4.6% | Reduced |