| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | −90−100.0% | Reduced |
| Activest Wealth Management | 1 | $53 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $106 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $107 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $107 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $160 | 0.00% | −4−57.1% | Reduced |
| GoalVest Advisory LLC | 3 | $160 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $160 | 0.00% | +3 | New |
| Lavaca Capital LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $213 | 0.00% | −3−42.9% | Reduced |
| Garde Capital, Inc. | 5 | $267 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $320 | 0.00% | +4+200.0% | Added |
| Sierra Ocean, LLC | 6 | $321 | 0.00% | −19−76.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $374 | 0.00% | −6−46.2% | Reduced |
| Binnacle Investments Inc | 9 | $480 | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $533 | 0.00% | −583−98.3% | Reduced |
| Transce3nd, LLC | 10 | $533 | 0.00% | −11−52.4% | Reduced |
| Kestra Investment Management, LLC | 10 | $533 | 0.00% | −4−28.6% | Reduced |
| WPG Advisers, LLC | 10 | $533 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $586 | 0.00% | −650−98.3% | Reduced |
| Global Financial Private Client, LLC | 11 | $586 | 0.00% | −118−91.5% | Reduced |
| Private Wealth Asset Management, LLC | 13 | $693 | 0.00% | +13 | New |
| Fortis Group Advisors, LLC | 15 | $800 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 535 | $800 | 0.00% | +520+3,466.7% | Added |
| Hughes Financial Services, LLC | 15 | $800 | 0.00% | +15 | New |
| Trust Co of Vermont | 16 | $853 | 0.00% | −200−92.6% | Reduced |
| Anfield Capital Management, LLC | 16 | $853 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $906 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $960 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −143−92.3% | Reduced |
| Lazard Asset Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.01K | 0.00% | −49−72.1% | Reduced |
| Vermillion Wealth Management, Inc. | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 21 | $1.12K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 24 | $1.29K | 0.00% | +21+700.0% | Added |
| Greenline Partners, LLC | 26 | $1.39K | 0.00% | +26 | New |
| Meeder Asset Management Inc | 27 | $1.44K | 0.00% | −9−25.0% | Reduced |
| Sachetta, LLC | 28 | $1.49K | 0.00% | +7+33.3% | Added |
| Caitong International Asset Management Co., Ltd | 29 | $1.55K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 32 | $1.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $1.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $1.72K | 0.00% | −3−8.6% | Reduced |
| Morse Asset Management, Inc | 33 | $1.76K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $1.76K | 0.00% | +33 | New |
| Clear Investment Research, LLC | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $1.81K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 36 | $1.90K | 0.00% | +1+2.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29 | $2.00K | 0.00% | −15,271−99.8% | Reduced |
| Hantz Financial Services, Inc. | 38 | $2.00K | 0.00% | +2+5.6% | Added |
| JFS Wealth Advisors, LLC | 44 | $2.35K | 0.00% | −13−22.8% | Reduced |
| Cape Investment Advisory, Inc. | 45 | $2.40K | 0.00% | +22+95.7% | Added |
| Guardian Wealth Management, Inc. | 48 | $2.60K | 0.00% | −1−2.0% | Reduced |
| Motco | 50 | $2.67K | 0.00% | +50 | New |
| Rocky Mountain Advisers, LLC | 54 | $2.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 55 | $2.93K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 55 | $2.93K | 0.00% | +55 | New |
| Byrne Asset Management LLC | 60 | $3.20K | 0.00% | +2+3.4% | Added |
| Studio Investment Management LLC | 60 | $3.20K | 0.00% | +60 | New |
| PSI Advisors, LLC | 61 | $3.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 61 | $3.25K | 0.00% | +2+3.4% | Added |
| Creative Financial Designs Inc | 66 | $3.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $3.52K | 0.00% | −150−69.4% | Reduced |
| NBT Bank N A | 66 | $3.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 66 | $3.52K | 0.00% | +66 | New |
| Skopos Labs, Inc. | 68 | $3.63K | 0.00% | −429−86.3% | Reduced |
| Manchester Capital Management LLC | 69 | $3.68K | 0.00% | −4−5.5% | Reduced |
| Sound Income Strategies, LLC | 72 | $3.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 76 | $4.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $4.07K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 78 | $4.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $4.32K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 87 | $4.64K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $5.33K | 0.00% | +58+138.1% | Added |
| Rakuten Securities, Inc. | 106 | $5.65K | 0.00% | +100+1,666.7% | Added |
| Oakworth Capital, Inc. | 110 | $5.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 121 | $6.00K | 0.00% | +58+92.1% | Added |
| HM Payson & Co | 116 | $6.18K | 0.00% | −675−85.3% | Reduced |
| Ameriflex Group, Inc. | 117 | $6.24K | 0.00% | +117 | New |
| MV Capital Management, Inc. | 117 | $6.24K | 0.00% | −102−46.6% | Reduced |
| Front Row Advisors LLC | 120 | $6.40K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $7.00K | 0.00% | −1−0.7% | Reduced |
| Covestor Ltd | 122 | $7.00K | 0.00% | +1+0.8% | Added |
| Tradewinds Capital Management, LLC | 133 | $7.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 136 | $7.25K | 0.00% | −583−81.1% | Reduced |
| Zions Bancorporation, National Association | 137 | $7.30K | 0.00% | +137 | New |
| Boyd Watterson Asset Management LLC | 143 | $7.62K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 160 | $8.53K | 0.00% | +160 | New |
| Rise Advisors, LLC | 166 | $8.84K | 0.00% | +37+28.7% | Added |
| West Branch Capital LLC | 166 | $8.85K | 0.00% | −200−54.6% | Reduced |
| Smartleaf Asset Management LLC | 164 | $8.86K | 0.00% | −282−63.2% | Reduced |
| Capital Analysts, LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 173 | $9.22K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $9.33K | 0.00% | −356−67.0% | Reduced |