| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Cornerstone Planning Group LLC | 1 | $363 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $388 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $388 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $388 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 1 | $389 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $389 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $777 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $777 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $777 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $777 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $777 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $779 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Park Place Capital Corp | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 575 | $1.17K | 0.00% | +572+19,066.7% | Added |
| Rossby Financial, LCC | 3 | $1.18K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $1.55K | 0.00% | −38−90.5% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $1.55K | 0.00% | +2+100.0% | Added |
| Private Wealth Management Group, LLC | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.33K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $2.33K | 0.00% | +6 | New |
| Measured Wealth Private Client Group, LLC | 7 | $2.72K | 0.00% | +7 | New |
| T. Rowe Price Investment Management, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 8 | $3.11K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $3.23K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $3.50K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $3.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $4.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $5.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 15 | $5.82K | 0.00% | +15 | New |
| Accent Capital Management, LLC | 17 | $6.60K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $8.93K | 0.00% | −3−11.5% | Reduced |
| TD Capital Management LLC | 24 | $9.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $9.32K | 0.00% | +24 | New |
| Brown Brothers Harriman & Co | 25 | $9.71K | 0.00% | +22+733.3% | Added |
| Sterling Capital Management LLC | 27 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 29 | $11.3K | 0.01% | +29 | New |
| Huntington National Bank | 30 | $11.6K | 0.00% | −8−21.1% | Reduced |
| Private Trust Co NA | 32 | $12.4K | 0.00% | −4−11.1% | Reduced |
| WPG Advisers, LLC | 33 | $12.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $13.1K | 0.00% | −37−52.1% | Reduced |
| Massmutual Trust Co FSB | 34 | $13.2K | 0.00% | −19−35.8% | Reduced |
| IAG Wealth Partners, LLC | 34 | $13.2K | 0.00% | +34 | New |
| Rise Advisors, LLC | 37 | $14.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 38 | $14.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 38 | $14.8K | 0.00% | +38 | New |
| Optiver Holding B.V. | 39 | $15.1K | 0.00% | −16−29.1% | Reduced |
| First United Bank Trust | 40 | $15.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $15.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 42 | $16.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 46 | $17.9K | 0.00% | +46 | New |
| Clark Wealth Partners | 48 | $19.4K | 0.01% | −32−40.0% | Reduced |
| MTM Investment Management, LLC | 51 | $19.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $19.8K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 54 | $21.0K | 0.01% | +54 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $23.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 60 | $23.3K | 0.02% | +60 | New |
| Investment Research & Advisory Group, Inc. | 61 | $23.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 63 | $24.5K | 0.01% | −290−82.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 65 | $25.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 65 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 68 | $26.4K | 0.01% | +68 | New |
| SBI Securities Co., Ltd. | 69 | $26.8K | 0.00% | +2+3.0% | Added |
| Quest Partners LLC | 71 | $27.6K | 0.00% | +54+317.6% | Added |
| Covestor Ltd | 69 | $28.0K | 0.02% | −20−22.5% | Reduced |
| Hemington Wealth Management | 73 | $28.0K | 0.00% | −10−12.0% | Reduced |
| GW&K Investment Management, LLC | 72 | $28.0K | 0.00% | +15+26.3% | Added |
| Essential Partners LLC | 75 | $29.1K | 0.01% | +75 | New |
| Clearstead Advisors, LLC | 76 | $29.5K | 0.00% | −46−37.7% | Reduced |
| Webster Bank, N. A. | 80 | $31.1K | 0.00% | −8−9.1% | Reduced |
| Golden State Wealth Management, LLC | 81 | $31.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 82 | $31.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 83 | $32.2K | 0.01% | −1−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 90 | $34.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $35.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 97 | $37.5K | 0.00% | −32−24.8% | Reduced |
| Catalyst Capital Advisors LLC | 100 | $38.8K | 0.00% | −775−88.6% | Reduced |
| Costello Asset Management, INC | 100 | $38.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $38.8K | 0.02% | – | – |
| Brown, Lisle/Cummings, Inc. | 102 | $39.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 106 | $41.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 109 | $42.7K | 0.00% | +78+251.6% | Added |
| Farther Finance Advisors, LLC | 117 | $45.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 120 | $46.6K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 123 | $47.8K | 0.00% | +14+12.8% | Added |
| Delta Asset Management LLC | 127 | $49.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 128 | $49.7K | 0.00% | +60+88.2% | Added |
| Versant Capital Management, Inc | 131 | $50.9K | 0.01% | −16−10.9% | Reduced |
| American National Bank | 166 | $64.5K | 0.01% | +166 | New |
| State of Wyoming | 167 | $64.8K | 0.01% | −5−2.9% | Reduced |