| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Federated Hermes, Inc. | 1 | $191 | 0.00% | −17,859−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $191 | 0.00% | −2−66.7% | Reduced |
| Valued Wealth Advisors LLC | 1 | $192 | 0.00% | −10−90.9% | Reduced |
| American Capital Advisory, LLC | 1 | $192 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $362 | 0.00% | −9−81.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $382 | 0.00% | −1−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $382 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $383 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $383 | 0.00% | +1+100.0% | Added |
| Texas Capital Bancshares Inc | 2 | $383 | 0.00% | +2 | New |
| Avalon Trust Co | 2 | $383 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $383 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $384 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $423 | 0.00% | −4−57.1% | Reduced |
| Clark Wealth Partners | 3 | $542 | 0.00% | +3 | Added |
| Ossiam | 3 | $574 | 0.00% | −401−99.3% | Reduced |
| Fortitude Family Office, LLC | 3 | $574 | 0.00% | −17−85.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $574 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $574 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $575 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $604 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 4 | $765 | 0.00% | −12−75.0% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $957 | 0.00% | −16−76.2% | Reduced |
| Anchor Investment Management, LLC | 5 | $957 | 0.00% | −5−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 5 | $957 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $957 | 0.00% | +1+25.0% | Added |
| NVWM, LLC | 5 | $957 | 0.00% | +2+66.7% | Added |
| First Horizon Corp | 5 | $957 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $957 | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $957 | 0.00% | +5 | New |
| Whittier Trust Co | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.15K | 0.00% | +5+500.0% | Added |
| Private Trust Co NA | 7 | $1.34K | 0.00% | −7−50.0% | Reduced |
| Kilter Group LLC | 8 | $1.53K | 0.00% | +3+60.0% | Added |
| Financial Consulate, Inc | 8 | $1.53K | 0.00% | +8 | New |
| GPS Wealth Strategies Group, LLC | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $2.10K | 0.00% | +4+57.1% | Added |
| Howard Hughes Medical Institute | 11 | $2.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $2.10K | 0.00% | +9+450.0% | Added |
| Manchester Capital Management LLC | 12 | $2.30K | 0.00% | −1−7.7% | Reduced |
| J.Safra Asset Management Corp | 15 | $2.87K | 0.00% | −15−50.0% | Reduced |
| Ogorek Anthony Joseph | 18 | $3.00K | 0.00% | +5+38.5% | Added |
| Key Financial Inc | 17 | $3.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $3.31K | 0.00% | +6+54.5% | Added |
| SBI Securities Co., Ltd. | 18 | $3.44K | 0.00% | −9−33.3% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $3.44K | 0.00% | +3+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $3.44K | 0.00% | +18 | New |
| ZRC Wealth Management, LLC | 18 | $3.44K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 19 | $3.64K | 0.00% | −64−77.1% | Reduced |
| WealthCollab, LLC | 20 | $3.83K | 0.00% | −10−33.3% | Reduced |
| South State Corp. | 20 | $3.83K | 0.00% | −8−28.6% | Reduced |
| Avion Wealth | 25 | $4.00K | 0.00% | +9+56.3% | Added |
| Larson Financial Group LLC | 21 | $4.02K | 0.00% | −18−46.2% | Reduced |
| Salomon & Ludwin, LLC | 23 | $4.64K | 0.00% | +23 | New |
| Hemington Wealth Management | 31 | $5.00K | 0.00% | −39−55.7% | Reduced |
| NBC Securities, Inc. | 27 | $5.17K | 0.00% | −2,584−99.0% | Reduced |
| Bell Investment Advisors, Inc | 28 | $5.36K | 0.00% | −10−26.3% | Reduced |
| Root Financial Partners, LLC | 30 | $5.74K | 0.00% | +30 | New |
| Strive Asset Management, LLC | 31 | $5.93K | 0.00% | +31 | New |
| Roble, Belko & Company, Inc | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $6.70K | 0.00% | +16+84.2% | Added |
| CBIZ Investment Advisory Services, LLC | 35 | $6.70K | 0.00% | +33+1,650.0% | Added |
| Armstrong Advisory Group, Inc | 37 | $7.08K | 0.00% | −6−14.0% | Reduced |
| Abound Wealth Management | 37 | $7.08K | 0.00% | +13+54.2% | Added |
| MCF Advisors LLC | 39 | $7.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 41 | $7.85K | 0.00% | +1+2.5% | Added |
| Smithfield Trust Co | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 43 | $8.23K | 0.00% | −19−30.6% | Reduced |
| Atlantic Trust, LLC | 45 | $8.61K | 0.00% | +45 | New |
| Islay Capital Management, LLC | 47 | $8.99K | 0.01% | −6,171−99.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 48 | $9.19K | 0.00% | −26−35.1% | Reduced |
| Rise Advisors, LLC | 52 | $9.95K | 0.00% | +4+8.3% | Added |
| MV Capital Management, Inc. | 55 | $10.5K | 0.00% | +7+14.6% | Added |
| Cromwell Holdings LLC | 59 | $11.3K | 0.01% | −110−65.1% | Reduced |
| UMA Financial Services, Inc. | 66 | $12.6K | 0.00% | +56+560.0% | Added |
| Whittier Trust Co of Nevada Inc | 65 | $13.1K | 0.00% | −148−69.5% | Reduced |
| PEAK6 LLC | 69 | $13.2K | 0.00% | +69 | New |
| MAI Capital Management | 71 | $13.6K | 0.00% | −28−28.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 80 | $15.3K | 0.00% | −2,460−96.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 89 | $17.0K | 0.00% | +2+2.3% | Added |
| CVA Family Office, LLC | 92 | $17.6K | 0.00% | +73+384.2% | Added |
| McIlrath & Eck, LLC | 93 | $17.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $19.1K | 0.00% | −10−9.1% | Reduced |
| Creative Financial Designs Inc | 107 | $20.5K | 0.00% | −19−15.1% | Reduced |
| Wealthspire Advisors, LLC | 109 | $20.9K | 0.00% | +109 | New |
| Community Bank, N.A. | 126 | $24.1K | 0.00% | +76+152.0% | Added |
| Deseret Mutual Benefit Administrators | 127 | $24.3K | 0.01% | +37+41.1% | Added |
| Brown Brothers Harriman & Co | 127 | $24.3K | 0.00% | +43+51.2% | Added |
| Private Wealth Management Group, LLC | 127 | $24.3K | 0.01% | +87+217.5% | Added |
| GW&K Investment Management, LLC | 130 | $25.0K | 0.00% | +49+60.5% | Added |
| Caitong International Asset Management Co., Ltd | 141 | $27.0K | 0.02% | −115−44.9% | Reduced |
| Principal Securities, Inc. | 147 | $28.1K | 0.00% | +5+3.5% | Added |
| Sentry Investment Management LLC | 149 | $30.0K | 0.02% | −18−10.8% | Reduced |
