| Rakuten Securities, Inc. | 1 | $106 | 0.00% | −1−50.0% | Reduced |
| Fairman Group, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $106 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $211 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $212 | 0.00% | +1+100.0% | Added |
| McIlrath & Eck, LLC | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $317 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $317 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $318 | 0.00% | −1−25.0% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $318 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 4 | $423 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 7 | $740 | 0.00% | −44−86.3% | Reduced |
| HFM Investment Advisors, LLC | 7 | $740 | 0.00% | +1+16.7% | Added |
| Ares Financial Consulting, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $1.06K | 0.00% | +3+42.9% | Added |
| Bayban | 10 | $1.06K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.27K | 0.00% | +4+50.0% | Added |
| Prestige Wealth Management Group LLC | 12 | $1.27K | 0.00% | +7+140.0% | Added |
| Bogart Wealth, LLC | 14 | $1.48K | 0.00% | −6−30.0% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $1.48K | 0.00% | +6+75.0% | Added |
| Cornerstone Planning Group LLC | 14 | $1.52K | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.12K | 0.00% | +4+25.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $2.43K | 0.00% | +3+15.0% | Added |
| Torren Management, LLC | 25 | $2.69K | 0.00% | −542−95.6% | Reduced |
| SJS Investment Consulting Inc. | 27 | $2.85K | 0.00% | +2+8.0% | Added |
| Cullen/Frost Bankers, Inc. | 29 | $3.04K | 0.00% | −295−91.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $3.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 39 | $4.12K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $4.23K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $4.76K | 0.00% | +45 | New |
| High Note Wealth, LLC | 47 | $4.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $4.97K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 54 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $5.71K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 55 | $5.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $6.45K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $6.98K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 76 | $8.04K | 0.00% | +76 | New |
| CVA Family Office, LLC | 78 | $8.25K | 0.00% | +78 | New |
| Owl Creek Wealth Partners LLC | 80 | $8.46K | 0.00% | +80 | New |
| Compagnie Lombard Odier SCmA | 82 | $8.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $9.05K | 0.00% | +1+1.2% | Added |
| JFS Wealth Advisors, LLC | 86 | $9.09K | 0.00% | +4+4.9% | Added |
| Accent Capital Management, LLC | 89 | $9.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 91 | $9.62K | 0.00% | +56+160.0% | Added |
| Danske Bank A/S | 100 | $10.6K | 0.00% | −1,100−91.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 101 | $10.7K | 0.00% | +60+146.3% | Added |
| Brown Brothers Harriman & Co | 102 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $11.1K | 0.00% | +3+2.9% | Added |
| Zions Bancorporation, National Association | 110 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 117 | $12.3K | 0.00% | −4−3.3% | Reduced |
| Wellington Shields Capital Management, LLC | 118 | $12.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $13.5K | 0.00% | +29+29.3% | Added |
| Sound Income Strategies, LLC | 134 | $14.1K | 0.00% | −349−72.3% | Reduced |
| True Wealth Design, LLC | 142 | $15.0K | 0.00% | +40+39.2% | Added |
| Silver Grove Financial Group, Inc. | 169 | $17.9K | 0.01% | +169 | New |
| MAI Capital Management | 172 | $18.2K | 0.00% | +109+173.0% | Added |
| WealthCollab, LLC | 174 | $18.4K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 179 | $18.9K | 0.00% | +40+28.8% | Added |
| Legacy Wealth Managment, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 187 | $20.0K | 0.00% | +2+1.1% | Added |
| JPL Wealth Management, LLC | 195 | $20.6K | 0.00% | +195 | New |
| EFG International AG | 200 | $21.2K | 0.00% | −347−63.4% | Reduced |
| SBI Securities Co., Ltd. | 223 | $23.6K | 0.00% | +9+4.2% | Added |
| Wilkerson Advisory Group LLC | 229 | $24.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 229 | $24.2K | 0.00% | +4+1.8% | Added |
| Signaturefd, LLC | 236 | $25.0K | 0.00% | +19+8.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 249 | $26.3K | 0.01% | +249 | New |
| Bayforest Capital Ltd | 249 | $26.3K | 0.03% | +249 | New |
| Rothschild Investment LLC | 308 | $32.6K | 0.00% | −14−4.3% | Reduced |
| Harbor Capital Advisors, Inc. | 335 | $35.0K | 0.00% | −885−72.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 337 | $35.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 338 | $35.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 355 | $37.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 360 | $38.1K | 0.02% | +360 | New |
| Employees Retirement System of Texas | 375 | $40.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $42.3K | 0.00% | −50−11.1% | Reduced |
| Root Financial Partners, LLC | 401 | $42.4K | 0.00% | +127+46.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 402 | $42.5K | 0.00% | −36−8.2% | Reduced |
| Umb Bank N A | 406 | $42.9K | 0.00% | +14+3.6% | Added |
| Ronald Blue Trust, Inc. | 456 | $48.2K | 0.00% | +1+0.2% | Added |
| Creative Financial Designs Inc | 466 | $49.3K | 0.00% | −85−15.4% | Reduced |
| Allworth Financial LP | 467 | $49.4K | 0.00% | +42+9.9% | Added |
| Salomon & Ludwin, LLC | 512 | $53.1K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 650 | $54.0K | 0.03% | +650 | New |
| Brown Shipley& Co Ltd | 640 | $67.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 678 | $69.8K | 0.00% | −630−48.2% | Reduced |
| C M Bidwell & Associates Ltd | 663 | $70.1K | 0.03% | −188−22.1% | Reduced |
