| Parkworth Wealth Management, Inc. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $173 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $173 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $174 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $174 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $344 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $499 | 0.00% | +1+50.0% | Added |
| First Command Advisory Services, Inc. | 3 | $519 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $524 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $692 | 0.00% | −23−85.2% | Reduced |
| Golden State Wealth Management, LLC | 4 | $692 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $692 | 0.00% | +1+33.3% | Added |
| Cromwell Holdings LLC | 4 | $692 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $693 | 0.00% | +3+300.0% | Added |
| Rakuten Securities, Inc. | 5 | $865 | 0.00% | −2−28.6% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $865 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $865 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $865 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $865 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| LRI Investments, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $1.04K | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.04K | 0.00% | −2−25.0% | Reduced |
| UMA Financial Services, Inc. | 6 | $1.04K | 0.00% | +6 | New |
| Montag A & Associates Inc | 6 | $1.04K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.32K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.39K | 0.00% | −67−89.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 8 | $1.39K | 0.00% | +8 | New |
| TD Capital Management LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 9 | $1.57K | 0.00% | +9 | New |
| Anchor Investment Management, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.73K | 0.00% | +9+900.0% | Added |
| Provenance Wealth Advisors, LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $1.90K | 0.00% | +11 | New |
| Tobam | 13 | $2.00K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 12 | $2.08K | 0.00% | −5−29.4% | Reduced |
| Altshuler Shaham Ltd | 14 | $2.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 16 | $2.77K | 0.00% | +16 | New |
| Hemington Wealth Management | 22 | $3.00K | 0.00% | −20−47.6% | Reduced |
| Hexagon Capital Partners LLC | 20 | $3.46K | 0.00% | −132−86.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $3.46K | 0.00% | +10+100.0% | Added |
| High Note Wealth, LLC | 21 | $3.63K | 0.00% | +1+5.0% | Added |
| Asset Dedication, LLC | 22 | $3.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 22 | $3.81K | 0.00% | +1+4.8% | Added |
| West Branch Capital LLC | 22 | $3.81K | 0.00% | +22 | New |
| Park Place Capital Corp | 23 | $3.98K | 0.00% | −9−28.1% | Reduced |
| Frazier Financial Advisors, LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.15K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 24 | $4.15K | 0.02% | +24 | New |
| Highline Wealth Partners LLC | 24 | $4.15K | 0.00% | +24 | New |
| Park Square Financial Group, LLC | 25 | $4.33K | 0.00% | −114−82.0% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $4.33K | 0.00% | −19−43.2% | Reduced |
| Millstone Evans Group, LLC | 25 | $4.33K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $4.50K | 0.00% | −16−38.1% | Reduced |
| True Wealth Design, LLC | 26 | $4.50K | 0.00% | −15−36.6% | Reduced |
| Key Financial Inc | 28 | $4.84K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $5.00K | 0.00% | +12+75.0% | Added |
| SOA Wealth Advisors, LLC. | 30 | $5.19K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 34 | $5.88K | 0.00% | +34 | New |
| BOK Financial Private Wealth, Inc. | 34 | $5.88K | 0.00% | +34 | New |
| South State Corp. | 40 | $6.92K | 0.00% | +40 | New |
| Itau Unibanco Holding S.A. | 42 | $7.00K | 0.00% | −5−10.6% | Reduced |
| NewSquare Capital LLC | 41 | $7.09K | 0.00% | +40+4,000.0% | Added |
| Bogart Wealth, LLC | 43 | $7.44K | 0.00% | −4−8.5% | Reduced |
| Farmers & Merchants Investments Inc | 44 | $7.61K | 0.00% | +18+69.2% | Added |
| Creekmur Asset Management LLC | 50 | $8.65K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $9.52K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 55 | $9.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 56 | $9.69K | 0.00% | +16+40.0% | Added |
| Quarry LP | 61 | $10.6K | 0.00% | −639−91.3% | Reduced |
| Bell Investment Advisors, Inc | 73 | $12.6K | 0.00% | −5−6.4% | Reduced |
| Wayfinding Financial, LLC | 78 | $13.0K | 0.01% | +78 | New |
| Central Trust Co | 78 | $13.5K | 0.00% | −65−45.5% | Reduced |
| Clark Wealth Partners | 79 | $13.7K | 0.01% | +79 | New |
| Geneos Wealth Management Inc. | 88 | $15.2K | 0.00% | −221−71.5% | Reduced |
| Harbour Investments, Inc. | 88 | $15.2K | 0.00% | −45−33.8% | Reduced |
| WealthCollab, LLC | 88 | $15.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 94 | $16.3K | 0.00% | −209−69.0% | Reduced |
| St Germain D J Co Inc | 97 | $16.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $17.5K | 0.00% | −223−68.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 103 | $17.8K | 0.01% | −746−87.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 106 | $18.3K | 0.00% | +28+35.9% | Added |
| Parkside Financial Bank & Trust | 107 | $18.5K | 0.00% | +71+197.2% | Added |
| Ci Investments Inc. | 110 | $19.0K | 0.00% | −126−53.4% | Reduced |
| Clear Street Markets LLC | 122 | $21.1K | 0.01% | +122 | New |
| HM Payson & Co | 127 | $22.0K | 0.00% | −520−80.4% | Reduced |
| Rise Advisors, LLC | 129 | $22.3K | 0.01% | −30−18.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 152 | $26.4K | 0.00% | +2+1.3% | Added |
| Erste Asset Management GmbH | 160 | $27.7K | 0.00% | −25,605−99.4% | Reduced |
| Allworth Financial LP | 191 | $33.3K | 0.00% | −8−4.0% | Reduced |
| Central Pacific Bank - Trust Division | 199 | $34.4K | 0.00% | +103+107.3% | Added |
| Sterling Capital Management LLC | 203 | $35.1K | 0.00% | −787−79.5% | Reduced |
