| High Note Wealth, LLC | 1 | $324 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $324 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $324 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 1 | $325 | 0.00% | +1 | New |
| Thompson Investment Management, Inc. | 1 | $327 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $632 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $647 | 0.00% | −262−99.2% | Reduced |
| Hurley Capital, LLC | 2 | $647 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $647 | 0.00% | +2 | New |
| Anfield Capital Management, LLC | 3 | $971 | 0.00% | −5,653−99.9% | Reduced |
| LGT Financial Advisors LLC | 3 | $971 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $971 | 0.00% | +3 | New |
| Caldwell Sutter Capital, Inc. | 3 | $977 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $1.29K | 0.00% | +4 | New |
| HM Payson & Co | 4 | $1.29K | 0.00% | +4 | New |
| IMA Wealth, Inc. | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.55K | 0.06% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $1.62K | 0.00% | +5 | New |
| IMG Wealth Management, Inc. | 5 | $1.62K | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $1.62K | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 6 | $1.96K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 7 | $2.27K | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 7 | $2.27K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $2.27K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 16 | $2.85K | 0.00% | −138−89.6% | Reduced |
| Crewe Advisors LLC | 9 | $2.91K | 0.00% | +7+350.0% | Added |
| Ogorek Anthony Joseph | 10 | $3.00K | 0.00% | −25−71.4% | Reduced |
| Coston, McIsaac & Partners | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Perkins Coie Trust Co | 10 | $3.23K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $3.24K | 0.00% | −2−16.7% | Reduced |
| Rialto Wealth Management, LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $3.24K | 0.00% | +5+100.0% | Added |
| NVWM, LLC | 11 | $3.56K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 11 | $3.56K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $3.56K | 0.00% | +2+22.2% | Added |
| MCF Advisors LLC | 11 | $3.57K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 12 | $3.79K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $4.85K | 0.00% | +2+15.4% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $5.18K | 0.00% | −437−96.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $5.82K | 0.00% | +3+20.0% | Added |
| Tidemark, LLC | 18 | $5.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 19 | $6.15K | 0.00% | +5+35.7% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $6.47K | 0.00% | −44−68.8% | Reduced |
| SJS Investment Consulting Inc. | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $6.49K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 21 | $6.79K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 21 | $6.79K | 0.00% | +21 | New |
| Addison Advisors LLC | 21 | $6.80K | 0.00% | −5−19.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 21 | $6.82K | 0.00% | +21 | New |
| ORG Partners LLC | 23 | $7.44K | 0.00% | +4+21.1% | Added |
| Bare Financial Services, Inc | 23 | $7.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $7.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 24 | $7.85K | 0.00% | +1+4.3% | Added |
| Vision Financial Markets LLC | 25 | $7.85K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 32 | $7.85K | 0.00% | −89−73.6% | Reduced |
| Atlantic Trust, LLC | 25 | $8.09K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $8.09K | 0.00% | +25 | New |
| Halbert Hargrove Global Advisors, LLC | 26 | $8.41K | 0.00% | +26 | New |
| True Wealth Design, LLC | 26 | $8.52K | 0.00% | −3−10.3% | Reduced |
| Decker Retirement Planning Inc. | 30 | $9.71K | 0.01% | +30 | New |
| Cloud Capital Management, LLC | 32 | $10.0K | 0.01% | +32 | New |
| Heritage Wealth Advisors | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 31 | $10.0K | 0.00% | +31 | New |
| Montag A & Associates Inc | 32 | $10.4K | 0.00% | −203−86.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $11.0K | 0.02% | −4−10.5% | Reduced |
| TFC Financial Management | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $11.3K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 35 | $11.3K | 0.01% | +35 | New |
| Asset Dedication, LLC | 35 | $11.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 35 | $11.4K | 0.00% | −2−5.4% | Reduced |
| Main Street Group, LTD | 37 | $12.0K | 0.00% | +37 | New |
| Bryn Mawr Trust Co | 39 | $12.6K | 0.00% | −788−95.3% | Reduced |
| Cape Investment Advisory, Inc. | 39 | $12.6K | 0.01% | +15+62.5% | Added |
| Dunhill Financial, LLC | 42 | $13.5K | 0.00% | +1+2.4% | Added |
| CNB Bank | 42 | $13.6K | 0.01% | −5−10.6% | Reduced |
| Cetera Trust Company, N.A | 43 | $13.9K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 44 | $14.2K | 0.00% | +44 | New |
| J.Safra Asset Management Corp | 45 | $14.6K | 0.00% | +45 | New |
| TCTC Holdings, LLC | 50 | $16.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $16.5K | 0.00% | +6+13.3% | Added |
| Byrne Asset Management LLC | 53 | $17.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $17.3K | 0.00% | +13+32.5% | Added |
| Park Place Capital Corp | 54 | $17.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 54 | $17.5K | 0.01% | +1+1.9% | Added |
| Valued Wealth Advisors LLC | 54 | $17.7K | 0.01% | +5+10.2% | Added |
| Evergreen Private Wealth LLC | 60 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $19.4K | 0.01% | −2−3.2% | Reduced |
| Trust Co of Vermont | 61 | $19.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 61 | $19.7K | 0.00% | +41+205.0% | Added |
| Strive Asset Management, LLC | 68 | $22.0K | 0.01% | +68 | New |