| Creative Financial Designs Inc | 1 | $336 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $336 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $336 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $336 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $337 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $337 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1 | $337 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 20,300 | $339 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1 | $349 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $673 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $673 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $673 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $673 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $803 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 3 | $1.01K | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $1.01K | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.43K | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $2.02K | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $2.02K | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 6 | $2.02K | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $2.02K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $2.35K | 0.00% | +3+75.0% | Added |
| Comprehensive Financial Planning, Inc. | 7 | $2.35K | 0.00% | +7 | New |
| Optima Capital LLC | 7 | $2.35K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $2.69K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 8 | $2.69K | 0.00% | +1+14.3% | Added |
| WPG Advisers, LLC | 9 | $3.03K | 0.00% | −27−75.0% | Reduced |
| Wealth Watch Advisors, INC | 9 | $3.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $3.37K | 0.00% | +1+11.1% | Added |
| Zions Bancorporation, National Association | 10 | $3.37K | 0.00% | +10 | New |
| HM Payson & Co | 10 | $3.37K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 11 | $3.70K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 12 | $4.04K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $4.56K | 0.00% | −5−27.8% | Reduced |
| UMA Financial Services, Inc. | 14 | $4.71K | 0.00% | +9+180.0% | Added |
| Country Trust Bank | 16 | $5.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $5.38K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 17 | $5.72K | 0.00% | +16+1,600.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17 | $5.72K | 0.00% | +17 | New |
| Manning & Napier Advisors LLC | 17 | $5.76K | 0.00% | +17 | New |
| T. Rowe Price Investment Management, Inc. | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $6.06K | 0.00% | −9−33.3% | Reduced |
| High Note Wealth, LLC | 18 | $6.06K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $6.06K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 20 | $6.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 21 | $7.07K | 0.00% | −565−96.4% | Reduced |
| TD Capital Management LLC | 24 | $8.07K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $8.08K | 0.00% | +4+20.0% | Added |
| Sachetta, LLC | 25 | $8.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $8.75K | 0.00% | +12+85.7% | Added |
| Retirement Wealth Solutions LLC | 27 | $9.09K | 0.01% | +7+35.0% | Added |
| Spire Wealth Management | 27 | $9.09K | 0.00% | +16+145.5% | Added |
| Marquette Asset Management, LLC | 29 | $9.76K | 0.00% | +20+222.2% | Added |
| Bare Financial Services, Inc | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 33 | $11.1K | 0.00% | +33 | New |
| Frazier Financial Advisors, LLC | 36 | $12.1K | 0.01% | −2−5.3% | Reduced |
| GW&K Investment Management, LLC | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $13.1K | 0.00% | −1−2.5% | Reduced |
| Bokf, NA | 41 | $13.8K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 42 | $14.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $14.1K | 0.00% | +4+10.5% | Added |
| Bell Investment Advisors, Inc | 42 | $14.1K | 0.00% | +16+61.5% | Added |
| Measured Wealth Private Client Group, LLC | 43 | $14.5K | 0.00% | +43 | New |
| Private Trust Co NA | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 54 | $18.3K | 0.02% | +54 | New |
| Matrix Trust Co | 56 | $19.0K | 0.00% | −1−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 60 | $20.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $20.2K | 0.00% | +60 | New |
| Elyxium Wealth, LLC | 60 | $20.2K | 0.01% | +60 | New |
| JFS Wealth Advisors, LLC | 61 | $20.5K | 0.00% | +15+32.6% | Added |
| Rossby Financial, LCC | 66 | $22.2K | 0.01% | +22+50.0% | Added |
| Westside Investment Management, Inc. | 78 | $26.2K | 0.00% | +4+5.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84 | $28.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 87 | $29.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 87 | $29.3K | 0.00% | +87 | New |
| SJS Investment Consulting Inc. | 87 | $29.3K | 0.00% | +81+1,350.0% | Added |
| Sunbelt Securities, Inc. | 90 | $30.3K | 0.00% | +5+5.9% | Added |
| Activest Wealth Management | 91 | $30.6K | 0.01% | +86+1,720.0% | Added |
| Washington Trust Advisors, Inc. | 92 | $31.0K | 0.00% | +6+7.0% | Added |
| TSFG, LLC | 94 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 104 | $35.0K | 0.02% | +104 | New |
| Deseret Mutual Benefit Administrators | 119 | $40.0K | 0.02% | −4−3.3% | Reduced |
| Chilton Capital Management LLC | 133 | $44.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $44.8K | 0.01% | +132+13,200.0% | Added |
| Central Trust Co | 136 | $45.8K | 0.00% | +1+0.7% | Added |
| Parkside Financial Bank & Trust | 147 | $49.5K | 0.00% | +6+4.3% | Added |