| PrairieView Partners, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| GHP Investment Advisors, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $105 | 0.00% | −6−66.7% | Reduced |
| Institutional & Family Asset Management, LLC | 3 | $105 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $140 | 0.00% | −6−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $175 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $210 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $210 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $279 | 0.00% | +8 | New |
| Belpointe Asset Management LLC | 9 | $314 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $320 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $349 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $349 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 11 | $384 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $489 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $489 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $524 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $559 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $611 | 0.00% | +18 | New |
| Arcadia Investment Advisors LLC | 20 | $699 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $768 | 0.00% | +22 | New |
| TD Waterhouse Canada Inc. | 24 | $822 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24 | $838 | 0.00% | +24 | New |
| Ancora Advisors, LLC | 25 | $873 | 0.00% | +25 | New |
| Laurel Wealth Advisors LLC | 30 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $1.05K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 33 | $1.15K | 0.00% | +33 | New |
| Concord Wealth Partners | 35 | $1.22K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $1.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.47K | 0.00% | −1−2.3% | Reduced |
| GWM Advisors LLC | 43 | $1.50K | 0.00% | −143−76.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 45 | $1.57K | 0.00% | +45 | New |
| Tradewinds Capital Management, LLC | 45 | $1.57K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 49 | $1.71K | 0.00% | +5+11.4% | Added |
| Kistler-Tiffany Companies, LLC | 50 | $1.75K | 0.00% | −16−24.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $1.75K | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 52 | $1.76K | 0.00% | +52 | New |
| Cedar Mountain Advisors, LLC | 55 | $1.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $2.10K | 0.00% | +25+71.4% | Added |
| Beaird Harris Wealth Management, LLC | 65 | $2.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 68 | $2.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 75 | $2.62K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $2.71K | 0.00% | +4+4.3% | Added |
| Sandy Spring Bank | 79 | $2.76K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 79 | $2.76K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 84 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 81 | $3.00K | 0.00% | +2+2.5% | Added |
| US Bancorp | 90 | $3.14K | 0.00% | −58−39.2% | Reduced |
| Ahrens Investment Partners LLC | 100 | $3.49K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 110 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 125 | $4.37K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $4.37K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 125 | $4.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $4.47K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 128 | $4.47K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 130 | $4.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 160 | $5.59K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $5.59K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 204 | $7.12K | 0.00% | −568−73.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 208 | $7.26K | 0.00% | +175+530.3% | Added |
| Column Capital Advisors, LLC | 224 | $7.82K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 235 | $8.21K | 0.00% | −25−9.6% | Reduced |
| IFP Advisors, Inc | 208 | $8.30K | 0.00% | +183+732.0% | Added |
| Toth Financial Advisory Corp | 242 | $8.45K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 270 | $9.43K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 292 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 288 | $10.3K | 0.00% | +288 | New |
| DekaBank Deutsche Girozentrale | 358 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 365 | $12.7K | 0.00% | −8−2.1% | Reduced |
| Cutler Group LP | 376 | $13.0K | 0.00% | −6,295−94.4% | Reduced |
| Montag A & Associates Inc | 429 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 482 | $16.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $21.0K | 0.00% | −2,300−79.3% | Reduced |
| State of Tennessee, Treasury Department | 823 | $28.7K | 0.00% | −3,234−79.7% | Reduced |
| Royal Bank of Canada | 925 | $33.0K | 0.00% | −1,424−60.6% | Reduced |
| Albion Financial Group | 1,000 | $34.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,074 | $37.5K | 0.00% | −21−1.9% | Reduced |
| Quarry LP | 1,082 | $37.8K | 0.02% | −127−10.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,169 | $41.0K | 0.00% | +494+73.2% | Added |
| CWM, LLC | 1,209 | $42.0K | 0.00% | +338+38.8% | Added |
| State of Wyoming | 1,603 | $56.0K | 0.02% | +1,603 | New |
| Newbridge Financial Services Group, Inc. | 1,625 | $56.7K | 0.03% | −55−3.3% | Reduced |
| Schroder Investment Management Group | 1,686 | $58.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,692 | $59.1K | 0.00% | −1,081−39.0% | Reduced |
| Wells Fargo & Company | 2,818 | $98.4K | 0.00% | −437−13.4% | Reduced |
| National Bank of Canada | 4,436 | $154.9K | 0.00% | +502+12.8% | Added |