| Bartlett & Co. Wealth Management LLC | 2 | $90 | 0.00% | −98−98.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $90 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $91 | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $94 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $135 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 4 | $180 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $270 | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $283 | 0.00% | +2+40.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $405 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 9 | $406 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 10 | $450 | 0.00% | +6+150.0% | Added |
| Perkins Coie Trust Co | 10 | $450 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $541 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $541 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $555 | 0.00% | −1−7.1% | Reduced |
| Global Financial Private Client, LLC | 15 | $676 | 0.00% | +9+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $721 | 0.00% | +4+33.3% | Added |
| Horizon Financial Services, LLC | 16 | $721 | 0.00% | +16 | New |
| CoreCap Advisors, LLC | 20 | $901 | 0.00% | −25−55.6% | Reduced |
| Hallmark Capital Management Inc | 21 | $946 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $1.08K | 0.00% | +15+166.7% | Added |
| SOA Wealth Advisors, LLC. | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.35K | 0.00% | −24−44.4% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $1.35K | 0.00% | +4+15.4% | Added |
| Headlands Technologies LLC | 31 | $1.40K | 0.00% | −6−16.2% | Reduced |
| TD Capital Management LLC | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.68K | 0.00% | +7+21.2% | Added |
| Activest Wealth Management | 40 | $1.80K | 0.00% | +39+3,900.0% | Added |
| Caitong International Asset Management Co., Ltd | 41 | $1.85K | 0.00% | −1,565−97.4% | Reduced |
| Binnacle Investments Inc | 41 | $1.85K | 0.00% | +41 | New |
| Clearstead Advisors, LLC | 41 | $1.85K | 0.00% | +41 | New |
| Wealth Preservation Advisors, LLC | 44 | $1.98K | 0.00% | +44 | New |
| MV Capital Management, Inc. | 44 | $1.98K | 0.00% | +5+12.8% | Added |
| Stonebridge Financial Group, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Rialto Wealth Management, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Federated Hermes, Inc. | 50 | $2.25K | 0.00% | −1,786−97.3% | Reduced |
| Rakuten Securities, Inc. | 51 | $2.30K | 0.00% | −345−87.1% | Reduced |
| St Germain D J Co Inc | 52 | $2.34K | 0.00% | −75−59.1% | Reduced |
| Dunhill Financial, LLC | 54 | $2.42K | 0.00% | −4−6.9% | Reduced |
| Harbour Investments, Inc. | 54 | $2.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 56 | $2.52K | 0.00% | +56 | New |
| Abound Wealth Management | 58 | $2.63K | 0.00% | −42−42.0% | Reduced |
| Highline Wealth Partners LLC | 59 | $2.66K | 0.00% | +59 | New |
| Whittier Trust Co | 60 | $2.70K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 63 | $2.87K | 0.00% | +63 | New |
| Aspect Partners, LLC | 65 | $2.93K | 0.00% | −2−3.0% | Reduced |
| AdvisorNet Financial, Inc | 70 | $3.15K | 0.00% | +60+600.0% | Added |
| North Star Investment Management Corp. | 73 | $3.29K | 0.00% | −2−2.7% | Reduced |
| Bell Investment Advisors, Inc | 73 | $3.29K | 0.00% | −18−19.8% | Reduced |
| South State Corp. | 73 | $3.29K | 0.00% | +73 | New |
| Private Wealth Management Group, LLC | 75 | $3.38K | 0.00% | +52+226.1% | Added |
| JFS Wealth Advisors, LLC | 82 | $3.69K | 0.00% | +41+100.0% | Added |
| Colonial Trust Co | 85 | $3.77K | 0.00% | −93−52.2% | Reduced |
| Sound Income Strategies, LLC | 86 | $3.85K | 0.00% | +1+1.2% | Added |
| Hemington Wealth Management | 100 | $4.00K | 0.00% | +12+13.6% | Added |
| Fortitude Family Office, LLC | 90 | $4.05K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 91 | $4.10K | 0.00% | +36+65.5% | Added |
| Crowley Wealth Management, Inc. | 100 | $4.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $4.55K | 0.00% | +28+38.4% | Added |
| St. Johns Investment Management Company, LLC | 110 | $4.96K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 110 | $4.96K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $5.27K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $5.29K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 121 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 132 | $5.95K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 133 | $5.99K | 0.00% | −4,896−97.4% | Reduced |
| CX Institutional | 140 | $6.00K | 0.00% | +140 | New |
| WPG Advisers, LLC | 135 | $6.08K | 0.01% | −149−52.5% | Reduced |
| Central Trust Co | 144 | $6.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $6.71K | 0.00% | −335−69.2% | Reduced |
| Delta Asset Management LLC | 150 | $6.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 151 | $6.80K | 0.00% | −47−23.7% | Reduced |
| Bruce G. Allen Investments, LLC | 154 | $6.94K | 0.01% | −27−14.9% | Reduced |
| Eastern Bank | 156 | $7.03K | 0.00% | +156 | New |
| Cullen/Frost Bankers, Inc. | 160 | $7.20K | 0.00% | −106−39.8% | Reduced |
| JNBA Financial Advisors | 161 | $7.25K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 162 | $7.30K | 0.00% | +162 | New |
| Farmers & Merchants Investments Inc | 163 | $7.34K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 178 | $8.02K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 185 | $8.34K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 155 | $8.35K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 190 | $8.56K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 201 | $9.06K | 0.00% | −88−30.4% | Reduced |
| Cape Investment Advisory, Inc. | 202 | $9.10K | 0.00% | +200+10,000.0% | Added |
| Saudi Central Bank | 205 | $9.24K | 0.05% | +205 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 205 | $9.24K | 0.00% | +66+47.5% | Added |
| CVA Family Office, LLC | 207 | $9.33K | 0.00% | −73−26.1% | Reduced |
| Peterson Wealth Services | 213 | $9.60K | 0.00% | +213 | New |
| Loomis Sayles & Co L P | 233 | $10.0K | 0.00% | +33+16.5% | Added |
| Financial Perspectives, Inc | 224 | $10.1K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 225 | $10.1K | 0.01% | +225 | New |
| Sandy Spring Bank | 235 | $10.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 275 | $12.0K | 0.00% | +25+10.0% | Added |
