| Creekmur Asset Management LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $267 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $268 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $268 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $268 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $507 | 0.00% | +1+100.0% | Added |
| South State Corp. | 2 | $535 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $535 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 3 | $802 | 0.00% | −175−98.3% | Reduced |
| Bare Financial Services, Inc | 3 | $802 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.07K | 0.00% | +2+100.0% | Added |
| Ronald Blue Trust, Inc. | 4 | $1.07K | 0.00% | +2+100.0% | Added |
| Cromwell Holdings LLC | 4 | $1.07K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $1.34K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.60K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 7 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $2.40K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $3.21K | 0.00% | +10+500.0% | Added |
| Hughes Financial Services, LLC | 12 | $3.24K | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $3.51K | 0.00% | +15 | New |
| Transce3nd, LLC | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $4.28K | 0.00% | +16 | New |
| Zions Bancorporation, National Association | 17 | $4.54K | 0.00% | +17 | New |
| Saudi Central Bank | 17 | $4.54K | 0.02% | +17 | New |
| Union Savings Bank | 17 | $4.54K | 0.00% | +17 | New |
| Cranbrook Wealth Management, LLC | 17 | $4.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17 | $4.54K | 0.00% | +15+750.0% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $5.61K | 0.00% | −7−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $5.61K | 0.00% | +2+10.5% | Added |
| Newbridge Financial Services Group, Inc. | 21 | $5.61K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $6.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $6.42K | 0.00% | −5−17.2% | Reduced |
| Raffa Wealth Management, LLC | 25 | $6.68K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $6.96K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 27 | $7.21K | 0.00% | +27 | New |
| LRI Investments, LLC | 29 | $7.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 29 | $7.75K | 0.00% | +2+7.4% | Added |
| Capital Analysts, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Center for Financial Planning, Inc. | 33 | $8.82K | 0.00% | −200−85.8% | Reduced |
| CVA Family Office, LLC | 34 | $9.08K | 0.00% | +26+325.0% | Added |
| Salem Investment Counselors Inc | 37 | $9.89K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 38 | $10.2K | 0.01% | −11−22.4% | Reduced |
| Hurley Capital, LLC | 38 | $10.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $10.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 41 | $11.0K | 0.00% | +39+1,950.0% | Added |
| Meeder Asset Management Inc | 42 | $11.2K | 0.00% | +42 | New |
| Larson Financial Group LLC | 43 | $11.5K | 0.00% | +38+760.0% | Added |
| Cherry Tree Wealth Management, LLC | 44 | $11.8K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 47 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $12.6K | 0.00% | +2+4.4% | Added |
| Red Tortoise LLC | 49 | $13.1K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $13.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 58 | $15.5K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $15.8K | 0.00% | +4+7.3% | Added |
| Global Financial Private Client, LLC | 62 | $16.6K | 0.01% | +4+6.9% | Added |
| DT Investment Partners, LLC | 66 | $17.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 71 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ossiam | 77 | $20.6K | 0.00% | −12−13.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | $21.7K | 0.00% | +16+24.6% | Added |
| Umb Bank N A | 83 | $22.2K | 0.00% | +1+1.2% | Added |
| Ridgewood Investments LLC | 96 | $25.6K | 0.01% | +46+92.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 98 | $26.2K | 0.00% | −8−7.5% | Reduced |
| Riverview Trust Co | 98 | $26.2K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $26.7K | 0.01% | −10−9.1% | Reduced |
| Costello Asset Management, INC | 100 | $26.7K | 0.01% | +100 | New |
| NBC Securities, Inc. | 101 | $27.0K | 0.00% | +101 | New |
| Rakuten Securities, Inc. | 109 | $29.1K | 0.01% | +26+31.3% | Added |
| SRS Capital Advisors, Inc. | 109 | $29.1K | 0.00% | +93+581.3% | Added |
| Compass Financial Services Inc | 110 | $29.4K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 74 | $29.9K | 0.02% | −38−33.9% | Reduced |
| Tobam | 111 | $30.0K | 0.01% | −67−37.6% | Reduced |
| Sunbelt Securities, Inc. | 116 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 121 | $32.3K | 0.00% | +8+7.1% | Added |
| Private Trust Co NA | 123 | $32.9K | 0.00% | −141−53.4% | Reduced |
| Whittier Trust Co | 135 | $36.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $38.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $38.8K | 0.01% | +12+8.1% | Added |
| Sterling Capital Management LLC | 148 | $39.5K | 0.00% | −565−79.2% | Reduced |
| National Pension Service | 163 | $43.6K | 0.00% | +70+75.3% | Added |
| Caitong International Asset Management Co., Ltd | 179 | $47.8K | 0.04% | +179 | New |
| Binnacle Investments Inc | 183 | $48.9K | 0.04% | +183 | New |
| Banque Transatlantique SA | 185 | $49.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $52.1K | 0.00% | 00.0% | Unchanged |