| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −88−94.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1 | $73 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $73 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 2 | $145 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $290 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $290 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $290 | 0.00% | +3+300.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $290 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 5 | $363 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $363 | 0.00% | +5 | New |
| CVA Family Office, LLC | 8 | $580 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $581 | 0.00% | −8−50.0% | Reduced |
| Quaker Wealth Management, LLC | 8 | $581 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $726 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 11 | $799 | 0.00% | +11 | New |
| Atwood & Palmer Inc | 12 | $871 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $871 | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 13 | $943 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $943 | 0.00% | −43−76.8% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $943 | 0.00% | +9+225.0% | Added |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +18 | New |
| Larson Financial Group LLC | 14 | $1.02K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.09K | 0.00% | −2−11.8% | Reduced |
| True Wealth Design, LLC | 17 | $1.23K | 0.00% | +16+1,600.0% | Added |
| Fortitude Family Office, LLC | 18 | $1.31K | 0.00% | +18 | New |
| High Note Wealth, LLC | 20 | $1.45K | 0.00% | −5−20.0% | Reduced |
| Cornerstone Planning Group LLC | 22 | $1.65K | 0.00% | −19−46.3% | Reduced |
| Bayforest Capital Ltd | 27 | $1.96K | 0.00% | +27 | New |
| Wood Tarver Financial Group, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 28 | $2.03K | 0.00% | +28 | New |
| Ameritas Advisory Services, LLC | 29 | $2.10K | 0.00% | +29 | New |
| Sachetta, LLC | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $2.61K | 0.00% | +36 | New |
| Cullen/Frost Bankers, Inc. | 37 | $2.65K | 0.00% | +1+2.8% | Added |
| Assetmark, Inc | 39 | $2.83K | 0.00% | −27−40.9% | Reduced |
| IFP Advisors, Inc | 41 | $2.98K | 0.00% | +41 | Added |
| PrairieView Partners, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $3.05K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $3.92K | 0.00% | +8+17.4% | Added |
| Harbour Investments, Inc. | 55 | $4.01K | 0.00% | −16−22.5% | Reduced |
| Massmutual Trust Co FSB | 58 | $4.21K | 0.00% | −12−17.1% | Reduced |
| ORG Partners LLC | 60 | $4.35K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $4.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $5.08K | 0.00% | −11−13.6% | Reduced |
| Private Wealth Management Group, LLC | 76 | $5.51K | 0.00% | +64+533.3% | Added |
| Cetera Trust Company, N.A | 77 | $5.59K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 80 | $5.80K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 85 | $6.20K | 0.00% | +85 | New |
| Spire Wealth Management | 92 | $6.67K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 96 | $6.96K | 0.00% | +96 | New |
| Hemington Wealth Management | 98 | $7.00K | 0.00% | −6−5.8% | Reduced |
| Central Trust Co | 98 | $7.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 98 | $7.11K | 0.00% | +8+8.9% | Added |
| Global Retirement Partners, LLC | 105 | $7.65K | 0.00% | +105 | New |
| Geneos Wealth Management Inc. | 107 | $7.76K | 0.00% | +13+13.8% | Added |
| Fourth Dimension Wealth, LLC | 117 | $8.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 123 | $9.28K | 0.00% | +123 | New |
| Cherry Tree Wealth Management, LLC | 136 | $9.87K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 150 | $10.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 143 | $11.0K | 0.00% | +143 | New |
| DT Investment Partners, LLC | 156 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $11.5K | 0.00% | +1+0.6% | Added |
| Headlands Technologies LLC | 162 | $11.8K | 0.00% | +162 | New |
| GWM Advisors LLC | 177 | $12.8K | 0.00% | +1+0.6% | Added |
| Key Financial Inc | 178 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 177 | $13.0K | 0.00% | −161−47.6% | Reduced |
| Optiver Holding B.V. | 181 | $13.1K | 0.00% | +13+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 183 | $13.3K | 0.00% | −32−14.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 184 | $13.3K | 0.00% | +159+636.0% | Added |
| Caitong International Asset Management Co., Ltd | 189 | $13.7K | 0.01% | +15+8.6% | Added |
| Rosenberg Matthew Hamilton | 196 | $14.2K | 0.00% | −14−6.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 226 | $16.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 231 | $16.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 241 | $17.5K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 256 | $18.6K | 0.01% | +256 | New |
| Sunbelt Securities, Inc. | 262 | $18.7K | 0.00% | +262 | New |
| JFS Wealth Advisors, LLC | 260 | $18.9K | 0.00% | −1−0.4% | Reduced |
| LRI Investments, LLC | 288 | $20.9K | 0.00% | +100+53.2% | Added |
| Quest 10 Wealth Builders, Inc. | 300 | $21.8K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 301 | $22.0K | 0.00% | −314−51.1% | Reduced |
| Parkside Financial Bank & Trust | 349 | $25.3K | 0.00% | +80+29.7% | Added |
| Livelsberger Financial Advisory | 388 | $28.2K | 0.55% | +388 | New |
| Trust Co of Vermont | 400 | $29.0K | 0.00% | −100−20.0% | Reduced |
| Umb Bank N A | 405 | $29.4K | 0.00% | −595−59.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 437 | $31.7K | 0.01% | +437 | New |
| Atlantic Private Wealth, LLC | 500 | $36.3K | 0.02% | −31−5.8% | Reduced |
| Stephenson National Bank & Trust | 504 | $36.6K | 0.01% | +504 | New |
| Brown Brothers Harriman & Co | 523 | $37.9K | 0.00% | +523 | New |
| CWM, LLC | 527 | $38.0K | 0.00% | +126+31.4% | Added |
| CoreCap Advisors, LLC | 546 | $39.6K | 0.00% | +69+14.5% | Added |
| Kestra Investment Management, LLC | 579 | $42.0K | 0.00% | +579 | New |