| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 0 | $52 | 0.00% | 0 | Unchanged |
| Painted Porch Advisors LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $198 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $199 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $199 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $396 | 0.00% | +2 | New |
| Umb Bank N A | 2 | $397 | 0.00% | −58−96.7% | Reduced |
| WPG Advisers, LLC | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $397 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $397 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $499 | 0.00% | +1+50.0% | Added |
| PayPay Securities Corp | 2 | $584 | 0.03% | −1−33.3% | Reduced |
| Whipplewood Advisors, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 4 | $794 | 0.00% | −154−97.5% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $794 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $794 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $794 | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 4 | $794 | 0.00% | +2+100.0% | Added |
| Global Financial Private Client, LLC | 4 | $794 | 0.00% | +3+300.0% | Added |
| Cromwell Holdings LLC | 4 | $794 | 0.00% | +4 | New |
| Global Trust Asset Management, LLC | 5 | $992 | 0.00% | −2−28.6% | Reduced |
| WealthTrak Capital Management LLC | 5 | $993 | 0.00% | +3+150.0% | Added |
| Sachetta, LLC | 5 | $993 | 0.00% | +5 | New |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $1.19K | 0.00% | +4+200.0% | Added |
| TD Private Client Wealth LLC | 6 | $1.19K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.21K | 0.00% | +2+50.0% | Added |
| Burkett Financial Services, LLC | 7 | $1.39K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 9 | $1.80K | 0.00% | +7+350.0% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Rossby Financial, LCC | 10 | $2.16K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 11 | $2.18K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 11 | $2.21K | 0.00% | +11 | New |
| Bank of Jackson Hole Trust | 12 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $3.37K | 0.00% | +7+70.0% | Added |
| First Pacific Financial | 22 | $4.37K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 23 | $4.55K | 0.00% | +2+9.5% | Added |
| JFS Wealth Advisors, LLC | 24 | $4.76K | 0.00% | +4+20.0% | Added |
| Bell Investment Advisors, Inc | 24 | $4.76K | 0.00% | +5+26.3% | Added |
| Asset Dedication, LLC | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $5.16K | 0.00% | +13+100.0% | Added |
| Activest Wealth Management | 27 | $5.36K | 0.00% | +27 | New |
| WealthCollab, LLC | 28 | $5.56K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $5.56K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $5.95K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $5.95K | 0.00% | +11+57.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 28 | $6.00K | 0.01% | +21+300.0% | Added |
| Bokf, NA | 31 | $6.15K | 0.00% | −695−95.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 32 | $6.35K | 0.00% | +7+28.0% | Added |
| Inlight Wealth Management, LLC | 33 | $6.55K | 0.00% | +33 | New |
| Tradewinds Capital Management, LLC | 35 | $6.95K | 0.00% | −20−36.4% | Reduced |
| Compass Financial Services Inc | 35 | $6.95K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 35 | $6.95K | 0.01% | +35 | New |
| Hemington Wealth Management | 36 | $7.00K | 0.00% | +12+50.0% | Added |
| Rocky Mountain Advisers, LLC | 37 | $7.34K | 0.00% | 00.0% | Unchanged |
| Exane Asset Management | 35 | $7.50K | 0.00% | −20,785−99.8% | Reduced |
| Silicon Valley Capital Partners | 36 | $7.50K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $7.54K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 39 | $7.74K | 0.04% | +39 | New |
| Sound Income Strategies, LLC | 40 | $7.94K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $7.94K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 45 | $8.93K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45 | $8.93K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 47 | $9.33K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $9.33K | 0.00% | +13+38.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $9.33K | 0.01% | +47 | New |
| Cranbrook Wealth Management, LLC | 50 | $9.92K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $9.92K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $9.92K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 52 | $10.3K | 0.00% | −2−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 53 | $10.5K | 0.00% | −1,106−95.4% | Reduced |
| Key Financial Inc | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 62 | $12.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 65 | $12.9K | 0.00% | +20+44.4% | Added |
| Chesapeake Asset Management LLC | 70 | $13.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 70 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 70 | $14.1K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 73 | $14.5K | 0.00% | −68−48.2% | Reduced |
| Kestra Investment Management, LLC | 80 | $15.9K | 0.00% | +46+135.3% | Added |
| Hexagon Capital Partners LLC | 83 | $16.5K | 0.00% | +9+12.2% | Added |
| Spire Wealth Management | 84 | $16.7K | 0.00% | −24−22.2% | Reduced |
| Prestige Wealth Management Group LLC | 90 | $17.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 95 | $18.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 97 | $19.2K | 0.01% | +27+38.6% | Added |