| Caitong International Asset Management Co., Ltd | 1 | $143 | 0.00% | −512−99.8% | Reduced |
| Valued Wealth Advisors LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $143 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $147 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $285 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $286 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $286 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 3 | $429 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 4 | $550 | 0.00% | −4−50.0% | Reduced |
| True Wealth Design, LLC | 4 | $572 | 0.00% | −6−60.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $572 | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $572 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 5 | $715 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $858 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $858 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| JDM Financial Group LLC | 7 | $1.00K | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $1.43K | 0.00% | −167−94.4% | Reduced |
| Albion Financial Group | 10 | $1.43K | 0.00% | +10 | New |
| Torren Management, LLC | 12 | $1.65K | 0.00% | −187−94.0% | Reduced |
| CX Institutional | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.00K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 15 | $2.15K | 0.00% | +4+36.4% | Added |
| First Horizon Corp | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $2.29K | 0.00% | +16 | New |
| Webster Bank, N. A. | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.43K | 0.00% | +11+183.3% | Added |
| Zions Bancorporation, National Association | 18 | $2.57K | 0.00% | +8+80.0% | Added |
| Sunrise Financial Services, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $2.86K | 0.00% | +14+233.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $3.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $3.86K | 0.00% | −10−27.0% | Reduced |
| ZRC Wealth Management, LLC | 27 | $3.86K | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 32 | $4.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $4.86K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 36 | $5.18K | 0.00% | +33+1,100.0% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $5.72K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 41 | $5.86K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 45 | $6.43K | 0.00% | −14−23.7% | Reduced |
| LGT Financial Advisors LLC | 46 | $6.56K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 47 | $6.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $6.72K | 0.00% | +22+88.0% | Added |
| Capital Advisors, Ltd. LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $7.72K | 0.00% | −2−3.6% | Reduced |
| CVA Family Office, LLC | 55 | $7.86K | 0.00% | +55 | New |
| Sapience Investments, LLC | 58 | $8.29K | 1.07% | −4,210−98.6% | Reduced |
| Fortitude Family Office, LLC | 59 | $8.44K | 0.00% | +31+110.7% | Added |
| Atlantic Trust, LLC | 63 | $9.01K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64 | $9.15K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 64 | $9.26K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 68 | $9.60K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 67 | $9.61K | 0.00% | +40+148.1% | Added |
| Los Angeles Capital Management LLC | 68 | $9.72K | 0.00% | −200−74.6% | Reduced |
| Lodestone Wealth Management LLC | 69 | $9.84K | 0.00% | +1+1.5% | Added |
| Keating Financial Advisory Services, Inc. | 70 | $10.0K | 0.00% | −8−10.3% | Reduced |
| Barrett & Company, Inc. | 74 | $10.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 75 | $10.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 75 | $10.7K | 0.00% | +75 | New |
| VSM Wealth Advisory, LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 80 | $11.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 81 | $11.6K | 0.00% | +80+8,000.0% | Added |
| Robinswood Financial LLC | 85 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 99 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $14.3K | 0.00% | −50−33.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $14.3K | 0.00% | −26−20.6% | Reduced |
| Ankerstar Wealth, LLC | 100 | $14.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 101 | $14.6K | 0.00% | −21−17.2% | Reduced |
| Godfrey Financial Associates, Inc. | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 108 | $15.4K | 0.00% | +108 | New |
| Richardson Financial Services Inc. | 127 | $18.2K | 0.01% | −11−8.0% | Reduced |
| Private Wealth Management Group, LLC | 134 | $19.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $19.2K | 0.00% | +134 | New |
| Elevated Capital Advisors, LLC | 139 | $19.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 142 | $20.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 169 | $24.2K | 0.00% | +89+111.3% | Added |
| MAI Capital Management | 174 | $24.9K | 0.00% | +159+1,060.0% | Added |
| Private Trust Co NA | 188 | $26.9K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 191 | $27.3K | 0.01% | +165+634.6% | Added |
| Uniplan Investment Counsel, Inc. | 191 | $27.4K | 0.00% | +191 | New |
| Owl Creek Wealth Partners LLC | 201 | $28.7K | 0.01% | +201 | New |
| LRI Investments, LLC | 206 | $29.5K | 0.00% | −2−1.0% | Reduced |