| Lazard Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 1 | $122 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $150 | 0.00% | +1 | New |
| Innealta Capital, LLC | 2 | $266 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 2 | $267 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $534 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $667 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $800 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $933 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $933 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $937 | 0.00% | +2+40.0% | Added |
| First PREMIER Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 9 | $1.20K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.47K | 0.00% | +10+1,000.0% | Added |
| Abound Wealth Management | 13 | $1.73K | 0.00% | −2−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.73K | 0.00% | +2+18.2% | Added |
| Zions Bancorporation, N.A. | 14 | $1.87K | 0.00% | +14 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −3,622−99.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 16 | $2.13K | 0.00% | +16 | New |
| Rothschild Investment LLC | 20 | $2.67K | 0.00% | +5+33.3% | Added |
| Brown Brothers Harriman & Co | 21 | $2.80K | 0.00% | +21 | New |
| Central Trust Co | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $3.00K | 0.00% | +7+38.9% | Added |
| Continuum Advisory, LLC | 28 | $3.73K | 0.00% | +4+16.7% | Added |
| Tucker Asset Management LLC | 28 | $3.73K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 31 | $4.13K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $4.67K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 35 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $4.79K | 0.00% | +9+33.3% | Added |
| Coppell Advisory Solutions LLC | 38 | $5.07K | 0.00% | +38 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $5.20K | 0.00% | −581−93.7% | Reduced |
| Eagle Bay Advisors LLC | 40 | $5.33K | 0.00% | −5−11.1% | Reduced |
| SJS Investment Consulting Inc. | 40 | $5.33K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 42 | $5.60K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 44 | $5.86K | 0.00% | +44 | New |
| Bogart Wealth, LLC | 45 | $6.00K | 0.00% | +45 | New |
| M&R Capital Management Inc | 47 | $6.26K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 47 | $6.26K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 50 | $6.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 56 | $7.00K | 0.00% | +6+12.0% | Added |
| Meeder Asset Management Inc | 60 | $8.00K | 0.00% | +3+5.3% | Added |
| Washington Trust Co | 62 | $8.26K | 0.00% | +62 | New |
| Tyler-Stone Wealth Management | 67 | $8.93K | 0.00% | −8−10.7% | Reduced |
| Versant Capital Management, Inc | 70 | $9.33K | 0.00% | +64+1,066.7% | Added |
| Sunbelt Securities, Inc. | 72 | $9.60K | 0.00% | +72 | New |
| Hollencrest Capital Management | 74 | $9.86K | 0.00% | −188−71.8% | Reduced |
| GAMMA Investing LLC | 90 | $12.0K | 0.00% | +8+9.8% | Added |
| Capital Advisors, Ltd. LLC | 92 | $12.0K | 0.00% | +48+109.1% | Added |
| Clearstead Advisors, LLC | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 111 | $14.8K | 0.02% | +111 | New |
| Global Financial Private Client, LLC | 115 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 117 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 125 | $16.7K | 0.01% | −2,865−95.8% | Reduced |
| Triad Wealth Partners, LLC | 144 | $19.2K | 0.01% | +144 | New |
| Venturi Wealth Management, LLC | 145 | $19.3K | 0.00% | −1,000−87.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 145 | $19.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 153 | $20.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 156 | $20.8K | 0.01% | +68+77.3% | Added |
| Bruce G. Allen Investments, LLC | 158 | $21.1K | 0.02% | +158 | New |
| Fairfield Financial Advisors, LTD | 160 | $21.3K | 0.01% | +160 | New |
| FinTrust Capital Advisors, LLC | 175 | $23.3K | 0.00% | +134+326.8% | Added |
| CVA Family Office, LLC | 199 | $26.5K | 0.00% | +4+2.1% | Added |
| Private Trust Co NA | 202 | $26.9K | 0.00% | −2−1.0% | Reduced |
| Compass Wealth Management LLC | 210 | $28.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 211 | $28.1K | 0.00% | +6+2.9% | Added |
| Hexagon Capital Partners LLC | 211 | $28.1K | 0.01% | +15+7.7% | Added |
| GW&K Investment Management, LLC | 220 | $29.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 218 | $29.1K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 231 | $30.8K | 0.01% | −52−18.4% | Reduced |
| Hartford Financial Management Inc. | 241 | $32.1K | 0.01% | −59−19.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $32.8K | 0.01% | +24+10.8% | Added |
| Smartleaf Asset Management LLC | 244 | $33.3K | 0.01% | +106+76.8% | Added |
| Global Retirement Partners, LLC | 290 | $38.7K | 0.00% | +28+10.7% | Added |
| Silicon Valley Capital Partners | 296 | $39.5K | 0.01% | +4+1.4% | Added |
| Rise Advisors, LLC | 298 | $39.8K | 0.02% | +4+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $40.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 326 | $43.4K | 0.02% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 328 | $43.7K | 0.01% | +328 | New |
| Westpac Banking Corp | 332 | $44.2K | 0.00% | −18,674−98.3% | Reduced |
| West Oak Capital, LLC | 350 | $46.6K | 0.02% | +100+40.0% | Added |
| Plante Moran Financial Advisors, LLC | 350 | $46.6K | 0.00% | +350 | New |
| Financial Network Wealth Advisors LLC | 350 | $46.8K | 0.03% | +350 | New |
| Simplex Trading, LLC | 370 | $49.0K | 0.00% | −5,595−93.8% | Reduced |
| Key Financial Inc | 400 | $53.3K | 0.01% | +400 | New |
| Bokf, NA | 407 | $54.2K | 0.00% | −32−7.3% | Reduced |
| Lindbrook Capital, LLC | 413 | $55.0K | 0.01% | +76+22.6% | Added |
| Huntington National Bank | 415 | $55.3K | 0.00% | +146+54.3% | Added |
| Salem Investment Counselors Inc | 415 | $55.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 425 | $56.6K | 0.00% | +425 | New |
| Parkside Financial Bank & Trust | 442 | $58.9K | 0.01% | +16+3.8% | Added |
| Harbour Investments, Inc. | 449 | $59.8K | 0.00% | −22−4.7% | Reduced |
| Acadian Asset Management LLC | 460 | $61.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 462 | $61.6K | 0.00% | 00.0% | Unchanged |