| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $270 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $270 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $271 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $271 | 0.00% | +1 | New |
| Country Trust Bank | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2 | $540 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $540 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $540 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $541 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $811 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $811 | 0.00% | +3 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $1.08K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $1.35K | 0.00% | +1+25.0% | Added |
| Cassady Schiller Wealth Management, LLC | 5 | $1.35K | 0.00% | +5 | New |
| BankPlus Trust Department | 5 | $1.35K | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $1.35K | 0.00% | +5 | New |
| HHM Wealth Advisors, LLC | 5 | $1.35K | 0.00% | +5 | New |
| LRI Investments, LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.89K | 0.00% | +7 | New |
| Winthrop Capital Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $2.43K | 0.00% | +9 | New |
| MPWM Advisory Solutions, LLC | 9 | $2.43K | 0.00% | +9 | New |
| Anchor Investment Management, LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $2.70K | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $3.24K | 0.00% | +12 | New |
| Altshuler Shaham Ltd | 14 | $3.78K | 0.00% | −1−6.7% | Reduced |
| Hantz Financial Services, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $4.05K | 0.00% | −20−57.1% | Reduced |
| Sachetta, LLC | 15 | $4.05K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 16 | $4.32K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $4.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $5.41K | 0.00% | +20 | New |
| Legacy Investment Solutions, LLC | 28 | $5.63K | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 28 | $5.63K | 0.00% | +28 | New |
| Colonial Trust Co | 21 | $5.67K | 0.00% | +3+16.7% | Added |
| Asset Dedication, LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $6.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $6.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $7.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $7.03K | 0.00% | +16+160.0% | Added |
| Continuum Advisory, LLC | 27 | $7.30K | 0.00% | +12+80.0% | Added |
| Key Financial Inc | 28 | $7.57K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $8.11K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $8.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $9.73K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 40 | $10.8K | 0.00% | −22−35.5% | Reduced |
| Hemington Wealth Management | 42 | $11.0K | 0.00% | +12+40.0% | Added |
| True Wealth Design, LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 44 | $11.9K | 0.00% | +7+18.9% | Added |
| Bogart Wealth, LLC | 47 | $12.7K | 0.00% | +4+9.3% | Added |
| Itau Unibanco Holding S.A. | 47 | $12.7K | 0.00% | +47 | New |
| Creekmur Asset Management LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 50 | $13.5K | 0.00% | +50 | New |
| Mechanics Financial Corp | 55 | $14.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 55 | $14.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $14.9K | 0.00% | +2+3.8% | Added |
| SJS Investment Consulting Inc. | 75 | $20.3K | 0.00% | −2−2.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $21.1K | 0.00% | +2+2.6% | Added |
| Aster Capital Management (DIFC) Ltd | 83 | $22.4K | 0.01% | +83 | New |
| Contravisory Investment Management, Inc. | 86 | $23.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 88 | $23.8K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 93 | $25.1K | 0.00% | +93 | New |
| Central Pacific Bank - Trust Division | 96 | $25.9K | 0.00% | −78−44.8% | Reduced |
| St Germain D J Co Inc | 97 | $26.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 100 | $27.0K | 0.00% | +34+51.5% | Added |
| Versant Capital Management, Inc | 110 | $29.7K | 0.01% | +21+23.6% | Added |
| Whipplewood Advisors, LLC | 124 | $33.5K | 0.02% | +124 | New |
| Synergy Financial Management, LLC | 123 | $34.6K | 0.00% | +123 | New |
| Coppell Advisory Solutions LLC | 128 | $34.7K | 0.00% | +37+40.7% | Added |
| Harbour Investments, Inc. | 133 | $35.9K | 0.00% | +35+35.7% | Added |
| Park Square Financial Group, LLC | 139 | $37.6K | 0.03% | +139 | New |
| Central Trust Co | 143 | $38.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 152 | $41.1K | 0.01% | −66−30.3% | Reduced |
| Transce3nd, LLC | 152 | $41.1K | 0.01% | +152 | New |
| Mirae Asset Global Investments Co., Ltd. | 150 | $41.3K | 0.00% | −939−86.2% | Reduced |
| Eagle Bay Advisors LLC | 155 | $41.9K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 161 | $45.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 174 | $47.0K | 0.00% | −30−14.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 180 | $48.6K | 0.03% | +180 | New |
| FSC Wealth Advisors, LLC | 197 | $53.2K | 0.03% | −36−15.5% | Reduced |
| Allworth Financial LP | 199 | $56.1K | 0.00% | −41−17.1% | Reduced |
| Skopos Labs, Inc. | 211 | $57.0K | 0.02% | +4+1.9% | Added |