| Federated Hermes, Inc. | 1 | $1.91K | 0.00% | −1,141−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.91K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $1.91K | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $1.91K | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $1.91K | 0.00% | +1 | New |
| Bellevue Asset Management, LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $3.82K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $3.82K | 0.00% | +2 | New |
| Strive Asset Management, LLC | 2 | $3.82K | 0.00% | +2 | New |
| Strategic Advocates LLC | 2 | $3.82K | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $3.88K | 0.00% | +2 | New |
| Ogorek Anthony Joseph | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $5.73K | 0.00% | −1−25.0% | Reduced |
| TD Capital Management LLC | 3 | $5.73K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $5.73K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $5.74K | 0.00% | +3 | New |
| Cloud Capital Management, LLC | 4 | $7.00K | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 4 | $7.64K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 4 | $7.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $7.65K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5 | $9.56K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $9.56K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $9.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $9.56K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 5 | $9.56K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $9.56K | 0.01% | +5 | New |
| GW&K Investment Management, LLC | 5 | $10.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $11.5K | 0.02% | −91−93.8% | Reduced |
| Silicon Valley Capital Partners | 6 | $11.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $11.5K | 0.00% | −1−14.3% | Reduced |
| Creative Financial Designs Inc | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 8 | $15.3K | 0.00% | −1−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 9 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 9 | $17.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $19.1K | 0.01% | −10−50.0% | Reduced |
| Bogart Wealth, LLC | 10 | $19.1K | 0.00% | +1+11.1% | Added |
| Asset Dedication, LLC | 11 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $21.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $21.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $21.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $22.9K | 0.01% | −20−62.5% | Reduced |
| City Holding Co | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $22.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $24.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $24.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $24.8K | 0.00% | +5+62.5% | Added |
| Essential Partners LLC | 14 | $26.8K | 0.01% | +1+7.7% | Added |
| JFS Wealth Advisors, LLC | 14 | $26.8K | 0.00% | −4−22.2% | Reduced |
| Atlantic Trust, LLC | 14 | $26.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $28.7K | 0.01% | +15 | New |
| Wealth Preservation Advisors, LLC | 15 | $28.7K | 0.02% | +15 | New |
| NBC Securities, Inc. | 16 | $30.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $30.6K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $34.4K | 0.00% | −3−14.3% | Reduced |
| Lavaca Capital LLC | 18 | $34.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18 | $34.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $36.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $38.2K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 20 | $38.2K | 0.01% | +20 | New |
| GoalVest Advisory LLC | 20 | $38.2K | 0.01% | +20 | New |
| Hantz Financial Services, Inc. | 21 | $40.0K | 0.00% | −5−19.2% | Reduced |
| Toth Financial Advisory Corp | 22 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $43.0K | 0.01% | +6+35.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 23 | $44.0K | 0.01% | +8+53.3% | Added |
| Sentry Investment Management LLC | 23 | $45.0K | 0.03% | −151−86.8% | Reduced |
| SBI Securities Co., Ltd. | 24 | $45.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 24 | $45.9K | 0.00% | +12+100.0% | Added |
| Johnson Financial Group, Inc. | 25 | $47.8K | 0.00% | +17+212.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25 | $47.8K | 0.00% | +19+316.7% | Added |
| Adirondack Trust Co | 27 | $51.6K | 0.02% | +15+125.0% | Added |
| State of Wyoming | 27 | $51.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 27 | $51.6K | 0.00% | +9+50.0% | Added |
| Vestor Capital, LLC | 27 | $52.0K | 0.00% | −558−95.4% | Reduced |
| Delta Asset Management LLC | 28 | $53.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 28 | $53.5K | 0.02% | +28 | New |
| Versant Capital Management, Inc | 29 | $55.4K | 0.01% | −11−27.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29 | $55.4K | 0.02% | +7+31.8% | Added |
| Mather Group, LLC. | 31 | $59.3K | 0.00% | +31 | New |
| Private Trust Co NA | 32 | $61.2K | 0.01% | 00.0% | Unchanged |