| S&T Bank | 23 | $14.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $14.7K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 24 | $15.3K | 0.00% | −12−33.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $16.6K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 27 | $17.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $17.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 27 | $17.3K | 0.01% | +27 | New |
| True Wealth Design, LLC | 27 | $17.4K | 0.01% | +12+80.0% | Added |
| Financial Management Professionals, Inc. | 28 | $17.9K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 27 | $18.5K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 29 | $18.5K | 0.01% | +29 | New |
| Boyd Watterson Asset Management LLC | 30 | $19.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $19.8K | 0.01% | +1+3.3% | Added |
| Coston, McIsaac & Partners | 32 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $20.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $21.7K | 0.00% | +32+1,600.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $21.7K | 0.04% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 35 | $22.4K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 35 | $23.8K | 0.03% | +35 | New |
| Arcadia Investment Management Corp | 39 | $24.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 40 | $25.6K | 0.00% | −10−20.0% | Reduced |
| Indiana Trust & Investment Management CO | 42 | $26.8K | 0.01% | −25−37.3% | Reduced |
| Sunbelt Securities, Inc. | 42 | $26.8K | 0.00% | +11+35.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 44 | $28.0K | 0.05% | −9−17.0% | Reduced |
| Bell Investment Advisors, Inc | 44 | $28.1K | 0.00% | −4−8.3% | Reduced |
| J.Safra Asset Management Corp | 48 | $30.7K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 49 | $31.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $31.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $31.9K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 50 | $31.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 50 | $31.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 53 | $33.9K | 0.00% | +19+55.9% | Added |
| Salomon & Ludwin, LLC | 55 | $34.7K | 0.00% | +55 | New |
| Greykasell Wealth Strategies, Inc. | 55 | $35.1K | 0.01% | +55 | New |
| WealthCollab, LLC | 56 | $35.8K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 56 | $35.8K | 0.02% | +56 | New |
| Farmers & Merchants Investments Inc | 60 | $38.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 60 | $38.3K | 0.02% | +23+62.2% | Added |
| Principia Wealth Advisory, LLC | 60 | $38.3K | 0.03% | +56+1,400.0% | Added |
| Colonial Trust Co | 61 | $39.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 62 | $39.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 62 | $39.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $40.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 63 | $40.3K | 0.00% | +59+1,475.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 65 | $41.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $42.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 67 | $42.8K | 0.00% | −20−23.0% | Reduced |
| Eastern Bank | 69 | $44.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 72 | $46.0K | 0.00% | −3−4.0% | Reduced |
| Westside Investment Management, Inc. | 76 | $47.1K | 0.01% | +38+100.0% | Added |
| Caldwell Trust Co | 76 | $48.6K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 76 | $48.6K | 0.01% | +1+1.3% | Added |
| Cornerstone Planning Group LLC | 79 | $49.7K | 0.01% | +4+5.3% | Added |
| City State Bank | 78 | $49.8K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 84 | $53.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $53.0K | 0.01% | −5−5.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $53.7K | 0.01% | −5−5.6% | Reduced |
| Retirement Wealth Solutions LLC | 86 | $54.9K | 0.04% | −29−25.2% | Reduced |
| Financial Network Wealth Advisors LLC | 88 | $56.2K | 0.06% | −26−22.8% | Reduced |
| Barrett & Company, Inc. | 90 | $57.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 92 | $58.8K | 0.05% | −5−5.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 93 | $59.0K | 0.00% | +93 | New |
| Pin Oak Investment Advisors Inc | 94 | $60.1K | 0.04% | +94 | New |
| Horizons Wealth Management | 100 | $63.9K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $63.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 105 | $67.1K | 0.01% | −27−20.5% | Reduced |
| JPL Wealth Management, LLC | 106 | $67.7K | 0.02% | +106 | New |
| State of Wyoming | 108 | $69.0K | 0.01% | −274−71.7% | Reduced |
| Mascoma Wealth Management LLC | 120 | $76.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $76.7K | 0.00% | +22+22.4% | Added |
| Hemington Wealth Management | 122 | $77.0K | 0.01% | +2+1.7% | Added |
| Root Financial Partners, LLC | 125 | $79.9K | 0.00% | +125 | New |
| LRI Investments, LLC | 129 | $82.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 131 | $83.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 145 | $92.6K | 0.00% | −28−16.2% | Reduced |
| Leonteq Securities AG | 149 | $95.2K | 0.01% | −1−0.7% | Reduced |
| Colonial Trust Advisors | 150 | $95.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 150 | $95.8K | 0.01% | +100+200.0% | Added |
| CNB Bank | 152 | $97.1K | 0.04% | +152 | New |
| South State Corp. | 156 | $99.7K | 0.00% | −7−4.3% | Reduced |
| Trust Co of Vermont | 156 | $99.7K | 0.00% | +15+10.6% | Added |
| Covestor Ltd | 163 | $104.0K | 0.06% | −49−23.1% | Reduced |
| Ronald Blue Trust, Inc. | 174 | $111.2K | 0.00% | −3−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 174 | $111.2K | 0.05% | +18+11.5% | Added |
| Spire Wealth Management | 177 | $113.1K | 0.00% | +2+1.1% | Added |
| Cove Street Capital, LLC | 180 | $115.0K | 0.15% | 00.0% | Unchanged |
| Rothschild Investment LLC | 182 | $116.3K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 183 | $116.9K | 0.08% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 184 | $117.6K | 0.02% | +171+1,315.4% | Added |
| Western Pacific Wealth Management, LP | 189 | $120.8K | 0.12% | −145−43.4% | Reduced |
| Sentry Investment Management LLC | 193 | $122.0K | 0.08% | −46−19.2% | Reduced |
| HHM Wealth Advisors, LLC | 191 | $122.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 192 | $122.7K | 0.05% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 195 | $124.6K | 0.06% | −3,735−95.0% | Reduced |
| Alerus Financial NA | 200 | $127.8K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $127.8K | 0.01% | +200 | New |
| Center for Financial Planning, Inc. | 205 | $131.0K | 0.01% | −16−7.2% | Reduced |
| Private Trust Co NA | 209 | $133.5K | 0.01% | +18+9.4% | Added |
| Bartlett & Co. Wealth Management LLC | 211 | $134.8K | 0.00% | +10+5.0% | Added |
