| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $103 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 2 | $205 | 0.00% | −7,049−100.0% | Reduced |
| Stone House Investment Management, LLC | 2 | $205 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2 | $205 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $308 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $314 | 0.00% | +3 | New |
| Noble Wealth Management PBC | 4 | $410 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 6 | $598 | 0.00% | −23−79.3% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $717 | 0.00% | +6+600.0% | Added |
| Gilpin Wealth Management, LLC | 9 | $922 | 0.00% | −5−35.7% | Reduced |
| Ankerstar Wealth, LLC | 10 | $1.02K | 0.00% | −1−9.1% | Reduced |
| Hughes Financial Services, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bayban | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.11K | 0.00% | −5−35.7% | Reduced |
| Silver Grove Financial Group, Inc. | 13 | $1.33K | 0.00% | −156−92.3% | Reduced |
| HFM Investment Advisors, LLC | 13 | $1.33K | 0.00% | +6+85.7% | Added |
| Bokf, NA | 15 | $1.54K | 0.00% | −4,198−99.6% | Reduced |
| UMA Financial Services, Inc. | 15 | $1.54K | 0.00% | +5+50.0% | Added |
| Cornerstone Financial Management LLC | 16 | $1.64K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $1.64K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $1.74K | 0.00% | +5+41.7% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.84K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.95K | 0.00% | +19 | New |
| Spectrum Wealth Advisory Group, LLC | 20 | $2.05K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $2.15K | 0.00% | +1+5.0% | Added |
| Bellevue Asset Management, LLC | 22 | $2.25K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 22 | $2.25K | 0.00% | +10+83.3% | Added |
| Torren Management, LLC | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.66K | 0.00% | +12+85.7% | Added |
| Creative Capital Management Investments LLC | 27 | $2.77K | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 30 | $3.28K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $4.10K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $4.71K | 0.00% | +46 | New |
| High Note Wealth, LLC | 47 | $4.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 53 | $5.43K | 0.00% | +53 | New |
| Quarry LP | 53 | $5.43K | 0.00% | +53 | New |
| Dogwood Wealth Management LLC | 55 | $5.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $5.73K | 0.00% | +46+460.0% | Added |
| Valued Wealth Advisors LLC | 60 | $6.14K | 0.00% | +58+2,900.0% | Added |
| Picton Mahoney Asset Management | 66 | $6.76K | 0.00% | −16,245−99.6% | Reduced |
| Parkside Financial Bank & Trust | 66 | $6.76K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 74 | $7.58K | 0.00% | −43−36.8% | Reduced |
| C M Bidwell & Associates Ltd | 76 | $7.78K | 0.00% | −587−88.5% | Reduced |
| Bare Financial Services, Inc | 77 | $7.88K | 0.00% | +23+42.6% | Added |
| Owl Creek Wealth Partners LLC | 80 | $8.19K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 82 | $8.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 91 | $9.27K | 0.00% | +5+5.8% | Added |
| CVA Family Office, LLC | 94 | $9.63K | 0.00% | +16+20.5% | Added |
| JFS Wealth Advisors, LLC | 95 | $9.73K | 0.00% | +9+10.5% | Added |
| Kilter Group LLC | 96 | $9.83K | 0.00% | +5+5.5% | Added |
| Danske Bank A/S | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 102 | $10.4K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 102 | $10.4K | 0.00% | +102 | New |
| Glen Eagle Advisors, LLC | 103 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 103 | $10.5K | 0.00% | +2+2.0% | Added |
| Massmutual Trust Co FSB | 105 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 118 | $12.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $12.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 125 | $12.8K | 0.00% | −54−30.2% | Reduced |
| Action Point Financial Planning, LLC | 130 | $13.2K | 0.00% | +130 | New |
| Zions Bancorporation, National Association | 130 | $13.3K | 0.00% | +20+18.2% | Added |
| Fortitude Family Office, LLC | 131 | $13.4K | 0.00% | +3+2.3% | Added |
| True Wealth Design, LLC | 142 | $14.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 153 | $15.7K | 0.00% | +150+5,000.0% | Added |
| WealthCollab, LLC | 174 | $17.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $18.0K | 0.01% | −733−80.6% | Reduced |
| JPL Wealth Management, LLC | 195 | $20.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 197 | $20.2K | 0.00% | −26−11.7% | Reduced |
| SJS Investment Consulting Inc. | 200 | $20.5K | 0.00% | +173+640.7% | Added |
| EFG International AG | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $21.2K | 0.00% | −195−48.5% | Reduced |
| Signaturefd, LLC | 217 | $22.2K | 0.00% | −19−8.1% | Reduced |
| Wilkerson Advisory Group LLC | 229 | $23.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 229 | $23.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 253 | $25.9K | 0.01% | −562−69.0% | Reduced |
| Rothschild Investment LLC | 298 | $30.5K | 0.00% | −10−3.2% | Reduced |
| Los Angeles Capital Management LLC | 317 | $32.5K | 0.00% | −2,599−89.1% | Reduced |
| Clearstead Advisors, LLC | 326 | $33.4K | 0.00% | +326 | New |
| Harbor Capital Advisors, Inc. | 328 | $34.0K | 0.00% | −7−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 338 | $34.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 360 | $36.9K | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 375 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 405 | $41.5K | 0.00% | +366+938.5% | Added |
| Ronald Blue Trust, Inc. | 422 | $43.2K | 0.00% | −34−7.5% | Reduced |
| Umb Bank N A | 423 | $43.3K | 0.00% | +17+4.2% | Added |
| NBC Securities, Inc. | 425 | $43.5K | 0.00% | +25+6.3% | Added |
| Creative Financial Designs Inc | 466 | $47.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 468 | $47.9K | 0.01% | −328−41.2% | Reduced |
| Salomon & Ludwin, LLC | 512 | $53.5K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 650 | $54.0K | 0.02% | 00.0% | Unchanged |
