| Parkworth Wealth Management, Inc. | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1 | $213 | 0.00% | −37−97.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $238 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $367 | 0.00% | −58−96.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2 | $424 | 0.00% | −20−90.9% | Reduced |
| Richardson Financial Services Inc. | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $424 | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $424 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $424 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $425 | 0.00% | −3−60.0% | Reduced |
| Blume Capital Management, Inc. | 2 | $425 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $457 | 0.00% | +2 | New |
| PayPay Securities Corp | 2 | $618 | 0.04% | −8−80.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $637 | 0.00% | −5−62.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $637 | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 4 | $849 | 0.00% | −17,969−100.0% | Reduced |
| Kestra Investment Management, LLC | 4 | $849 | 0.00% | −228−98.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $849 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $849 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 5 | $1.06K | 0.00% | +5 | New |
| Cedar Wealth Management, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.27K | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $1.60K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8 | $1.70K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $1.89K | 0.00% | +5+125.0% | Added |
| HHM Wealth Advisors, LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $1.91K | 0.00% | +1+12.5% | Added |
| Westside Investment Management, Inc. | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $2.55K | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $2.55K | 0.00% | +12 | New |
| Spire Wealth Management | 13 | $2.76K | 0.00% | −12−48.0% | Reduced |
| Pacific Center for Financial Services | 13 | $2.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 13 | $2.76K | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 14 | $2.97K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 17 | $3.61K | 0.00% | +2+13.3% | Added |
| Aspect Partners, LLC | 17 | $3.61K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 17 | $3.68K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 18 | $3.82K | 0.00% | +2+12.5% | Added |
| Pacifica Partners Inc. | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $4.24K | 0.00% | −126−86.3% | Reduced |
| Bogart Wealth, LLC | 21 | $4.46K | 0.00% | +4+23.5% | Added |
| Ameriflex Group, Inc. | 21 | $4.46K | 0.00% | +21 | New |
| Carolinas Wealth Consulting LLC | 22 | $4.67K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $4.67K | 0.00% | +2+10.0% | Added |
| Ancora Advisors, LLC | 23 | $4.88K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 23 | $4.88K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Montag A & Associates Inc | 24 | $5.02K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 24 | $5.09K | 0.00% | +24 | New |
| Curio Wealth, LLC | 1 | $5.11K | 0.00% | +1 | New |
| City Holding Co | 25 | $5.30K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 25 | $5.30K | 0.01% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 26 | $5.52K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 27 | $5.73K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 29 | $6.15K | 0.00% | +29 | New |
| Hollencrest Capital Management | 31 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 34 | $7.00K | 0.00% | +6+21.4% | Added |
| Valley National Advisers Inc | 34 | $7.00K | 0.00% | +34 | New |
| WPG Advisers, LLC | 34 | $7.21K | 0.01% | −2−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 35 | $7.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 37 | $7.85K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 38 | $8.06K | 0.01% | +5+15.2% | Added |
| Orion Capital Management LLC | 40 | $8.49K | 0.00% | +40 | New |
| Asset Dedication, LLC | 41 | $8.70K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $8.70K | 0.00% | +37+925.0% | Added |
| Deseret Mutual Benefit Administrators | 42 | $8.91K | 0.00% | +42 | New |
| TD Waterhouse Canada Inc. | 43 | $9.28K | 0.00% | +36+514.3% | Added |
| LRI Investments, LLC | 44 | $9.34K | 0.00% | +44 | New |
| Investment Research & Advisory Group, Inc. | 45 | $9.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46 | $9.76K | 0.00% | −269−85.4% | Reduced |
| Creative Financial Designs Inc | 46 | $9.76K | 0.00% | +1+2.2% | Added |
| Inlight Wealth Management, LLC | 46 | $9.76K | 0.01% | +46 | New |
| Barrett & Company, Inc. | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 53 | $11.0K | 0.01% | +42+381.8% | Added |
| Johnson Financial Group, Inc. | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $11.5K | 0.01% | −44−81.5% | Reduced |
| Private Wealth Asset Management, LLC | 54 | $11.5K | 0.00% | +54 | New |
| HM Payson & Co | 60 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 60 | $12.7K | 0.00% | +60 | New |
| Wayfinding Financial, LLC | 65 | $13.0K | 0.01% | +65 | New |
| Saudi Central Bank | 64 | $13.6K | 0.07% | +64 | New |
| Fortitude Family Office, LLC | 67 | $14.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $14.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 71 | $15.1K | 0.01% | 00.0% | Unchanged |