| Brown, Lisle/Cummings, Inc. | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $2.27K | 0.00% | +100 | New |
| J.Safra Asset Management Corp | 106 | $2.40K | 0.00% | +106 | New |
| Financial Perspectives, Inc | 110 | $2.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 113 | $2.56K | 0.00% | +18+18.9% | Added |
| Transamerica Financial Advisors, Inc. | 114 | $2.60K | 0.00% | −3−2.6% | Reduced |
| Cornerstone Financial Management LLC | 115 | $2.61K | 0.00% | +90+360.0% | Added |
| JPL Wealth Management, LLC | 128 | $2.90K | 0.00% | +128 | New |
| Hilltop National Bank | 129 | $2.93K | 0.00% | +129 | New |
| Golden State Wealth Management, LLC | 130 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 132 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 132 | $3.00K | 0.00% | +132 | New |
| Hazlett, Burt & Watson, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 136 | $3.09K | 0.00% | +34+33.3% | Added |
| UMA Financial Services, Inc. | 138 | $3.13K | 0.00% | +113+452.0% | Added |
| Noble Wealth Management PBC | 140 | $3.18K | 0.00% | +140 | New |
| Wealth Enhancement Trust Services, Inc. | 141 | $3.20K | 0.00% | +141 | New |
| Evelyn Partners Asset Management Ltd | 142 | $3.22K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 146 | $3.31K | 0.00% | −162−52.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 151 | $3.43K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 159 | $3.61K | 0.00% | +159 | New |
| Curio Wealth, LLC | 162 | $3.68K | 0.00% | +1+0.6% | Added |
| Clayton Financial Group LLC | 163 | $3.70K | 0.00% | +52+46.8% | Added |
| Bell Investment Advisors, Inc | 167 | $3.79K | 0.00% | +78+87.6% | Added |
| Redwood Park Advisors LLC | 170 | $3.86K | 0.00% | +170 | New |
| Darwin Advisors, LLC | 175 | $3.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 176 | $3.99K | 0.00% | −506−74.2% | Reduced |
| Osbon Capital Management LLC | 179 | $4.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 180 | $4.08K | 0.00% | −793−81.5% | Reduced |
| Financial Consulate, Inc | 180 | $4.08K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 180 | $4.09K | 0.00% | +180 | New |
| Anchor Investment Management, LLC | 190 | $4.31K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 190 | $4.31K | 0.00% | +140+280.0% | Added |
| PlanVest Financial, Inc | 200 | $4.54K | 0.00% | +200 | New |
| Axiom Investment Management LLC | 203 | $4.61K | 0.00% | +203 | New |
| Bravera Wealth | 208 | $4.72K | 0.00% | +198+1,980.0% | Added |
| Covestor Ltd | 233 | $5.00K | 0.00% | +37+18.9% | Added |
| Hamrick Investment Counsel, llc | 232 | $5.26K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 240 | $5.45K | 0.00% | +240 | New |
| Kilter Group LLC | 247 | $5.61K | 0.00% | +14+6.0% | Added |
| Farmers & Merchants Investments Inc | 250 | $5.67K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 250 | $5.67K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 252 | $5.72K | 0.00% | −998−79.8% | Reduced |
| JFS Wealth Advisors, LLC | 252 | $5.72K | 0.00% | −8−3.1% | Reduced |
| Hanson & Doremus Investment Management | 260 | $6.00K | 0.00% | +260 | New |
| Allianz SE | 290 | $6.58K | 0.00% | +290 | New |
| Steigerwald, Gordon & Koch Inc. | 300 | $6.81K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $6.81K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 300 | $6.81K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 300 | $6.81K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 300 | $6.81K | 0.00% | +300 | New |
| Hughes Financial Services, LLC | 304 | $6.90K | 0.00% | +4+1.3% | Added |
| Owl Creek Wealth Partners LLC | 309 | $7.01K | 0.00% | +309 | New |
| 1 North Wealth Services LLC | 310 | $7.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 316 | $7.17K | 0.00% | +123+63.7% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 321 | $7.28K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 333 | $7.56K | 0.00% | −950−74.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 334 | $7.58K | 0.00% | −61−15.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 340 | $7.71K | 0.00% | +340 | New |
| Rothschild Investment LLC | 354 | $8.03K | 0.00% | −31−8.1% | Reduced |
| Graney & King, LLC | 360 | $8.17K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $9.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 400 | $9.08K | 0.00% | +400 | New |
| Rexford Capital Inc | 400 | $9.08K | 0.01% | +400 | New |
| Bokf, NA | 401 | $9.10K | 0.00% | −2,481−86.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $9.76K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 440 | $9.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 500 | $11.3K | 0.00% | −3−0.6% | Reduced |
| Estabrook Capital Management | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 500 | $11.3K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 500 | $11.3K | 0.00% | +500 | New |
| American National Bank | 505 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 507 | $11.5K | 0.01% | −410−44.7% | Reduced |
| Aventura Private Wealth, LLC | 530 | $12.0K | 0.00% | −26−4.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 532 | $12.1K | 0.00% | +532 | New |
| Sfam, LLC | 535 | $12.1K | 0.01% | +245+84.5% | Added |
| Rossby Financial, LCC | 575 | $12.6K | 0.00% | +41+7.7% | Added |
| Kingdom Financial Group LLC. | 560 | $12.7K | 0.00% | +450+409.1% | Added |
| Lloyd Advisory Services, LLC. | 560 | $12.7K | 0.00% | +560 | New |
| Trust Co of Toledo NA | 580 | $13.2K | 0.00% | +580 | New |
| HM Payson & Co | 580 | $13.2K | 0.00% | −8,400−93.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 583 | $13.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 600 | $13.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 604 | $14.0K | 0.00% | +206+51.8% | Added |
| Ares Financial Consulting, LLC | 662 | $14.6K | 0.01% | +520+366.2% | Added |
| GoalVest Advisory LLC | 642 | $14.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 642 | $14.6K | 0.00% | +102+18.9% | Added |
| Truvestments Capital LLC | 653 | $14.8K | 0.00% | −16−2.4% | Reduced |
| ZRC Wealth Management, LLC | 699 | $15.9K | 0.01% | −21−2.9% | Reduced |
| Johnson Financial Group, Inc. | 709 | $16.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 730 | $16.6K | 0.00% | +279+61.9% | Added |
| CVA Family Office, LLC | 773 | $17.5K | 0.00% | −125−13.9% | Reduced |
| Adirondack Trust Co | 800 | $18.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 815 | $18.5K | 0.01% | +719+749.0% | Added |
| Triumph Capital Management | 822 | $18.7K | 0.00% | −11,941−93.6% | Reduced |
| RWM Asset Management, LLC | 838 | $19.0K | 0.00% | +838 | New |
| Ancora Advisors, LLC | 839 | $19.0K | 0.00% | +408+94.7% | Added |