| Cullen/Frost Bankers, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $138 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $138 | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $138 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $138 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $138 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $277 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $277 | 0.00% | +2 | New |
| Westfuller Advisors, LLC | 2 | $313 | 0.00% | −4−66.7% | Reduced |
| Quent Capital, LLC | 3 | $415 | 0.00% | +2+200.0% | Added |
| Sunbelt Securities, Inc. | 3 | $415 | 0.00% | +3 | New |
| WPG Advisers, LLC | 4 | $553 | 0.00% | −2−33.3% | Reduced |
| Torren Management, LLC | 4 | $575 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $691 | 0.00% | +4+400.0% | Added |
| Clearstead Advisors, LLC | 5 | $692 | 0.00% | −53−91.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $692 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $692 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $692 | 0.00% | +5 | New |
| Sunrise Financial Services, LLC | 6 | $830 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $1.38K | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 10 | $1.38K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $1.52K | 0.00% | −7−38.9% | Reduced |
| Bell Investment Advisors, Inc | 11 | $1.52K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 12 | $1.66K | 0.00% | −8−40.0% | Reduced |
| Manchester Capital Management LLC | 12 | $1.66K | 0.00% | +9+300.0% | Added |
| UMA Financial Services, Inc. | 13 | $1.80K | 0.00% | +3+30.0% | Added |
| Assetmark, Inc | 15 | $2.08K | 0.00% | +3+25.0% | Added |
| Massmutual Trust Co FSB | 16 | $2.21K | 0.00% | −25−61.0% | Reduced |
| SBI Securities Co., Ltd. | 16 | $2.21K | 0.00% | −3−15.8% | Reduced |
| Quarry LP | 16 | $2.21K | 0.00% | +5+45.5% | Added |
| Farmers & Merchants Investments Inc | 18 | $2.49K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $2.63K | 0.00% | +19 | New |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $2.77K | 0.00% | +20 | New |
| Mather Group, LLC. | 21 | $2.90K | 0.00% | +21 | New |
| Truvestments Capital LLC | 21 | $2.90K | 0.00% | +21 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $3.49K | 0.00% | −74−74.7% | Reduced |
| Parkside Financial Bank & Trust | 27 | $3.73K | 0.00% | −168−86.2% | Reduced |
| IFP Advisors, Inc | 27 | $3.73K | 0.00% | −71−72.4% | Reduced |
| CVA Family Office, LLC | 32 | $4.43K | 0.00% | +29+966.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 33 | $4.57K | 0.00% | +33 | New |
| LRI Investments, LLC | 42 | $5.81K | 0.00% | −1−2.3% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $6.09K | 0.00% | +44 | New |
| True Wealth Design, LLC | 49 | $6.78K | 0.00% | +49 | New |
| CoreCap Advisors, LLC | 50 | $6.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $7.88K | 0.00% | +9+18.8% | Added |
| Whittier Trust Co of Nevada Inc | 57 | $8.15K | 0.00% | −2−3.4% | Reduced |
| RWM Asset Management, LLC | 59 | $8.16K | 0.00% | +59 | New |
| GWM Advisors LLC | 64 | $8.83K | 0.00% | +18+39.1% | Added |
| SJS Investment Consulting Inc. | 66 | $9.13K | 0.00% | +18+37.5% | Added |
| Root Financial Partners, LLC | 68 | $9.41K | 0.00% | −4−5.6% | Reduced |
| Signature Equity Partners, LLC | 68 | $9.43K | 0.01% | +68 | New |
| Versant Capital Management, Inc | 69 | $9.54K | 0.00% | −81−54.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71 | $9.82K | 0.00% | −38−34.9% | Reduced |
| Bessemer Group Inc | 91 | $12.0K | 0.00% | −4,686−98.1% | Reduced |
| Optiver Holding B.V. | 87 | $12.0K | 0.00% | −48−35.6% | Reduced |
| TD Private Client Wealth LLC | 91 | $12.6K | 0.00% | −45−33.1% | Reduced |
| Los Angeles Capital Management LLC | 91 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 98 | $14.0K | 0.00% | −27−21.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 103 | $14.2K | 0.00% | +103 | New |
| Brown Brothers Harriman & Co | 116 | $16.0K | 0.00% | −284−71.0% | Reduced |
| Essential Partners LLC | 117 | $16.2K | 0.01% | +15+14.7% | Added |
| Private Trust Co NA | 119 | $16.5K | 0.00% | +119 | New |
| Wellington-Altus USA Inc. | 148 | $16.9K | 0.01% | −17−10.3% | Reduced |
| Sterling Capital Management LLC | 130 | $18.0K | 0.00% | −2−1.5% | Reduced |
| Geneos Wealth Management Inc. | 135 | $18.7K | 0.00% | +135 | New |
| Umb Bank N A | 150 | $20.8K | 0.00% | +51+51.5% | Added |
| Kemnay Advisory Services Inc. | 162 | $22.4K | 0.00% | −352−68.5% | Reduced |
| Creative Financial Designs Inc | 187 | $25.9K | 0.00% | −130−41.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $27.7K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 180 | $31.1K | 0.01% | +180 | New |
| Rockefeller Capital Management L.P. | 225 | $31.3K | 0.00% | +13+6.1% | Added |
| Lodestone Wealth Management LLC | 228 | $31.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 232 | $32.1K | 0.01% | −11−4.5% | Reduced |
| Farther Finance Advisors, LLC | 282 | $39.1K | 0.00% | −32−10.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 307 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 382 | $52.8K | 0.06% | −1,385−78.4% | Reduced |
| Clarity Asset Management, Inc. | 396 | $54.7K | 0.03% | +32+8.8% | Added |
| State of Wyoming | 404 | $55.9K | 0.01% | +404 | New |
| Nisa Investment Advisors, LLC | 409 | $56.6K | 0.00% | +30+7.9% | Added |
| Covestor Ltd | 428 | $59.0K | 0.04% | −137−24.2% | Reduced |
| Rothschild Investment LLC | 442 | $61.1K | 0.00% | +355+408.0% | Added |
| GAMMA Investing LLC | 495 | $68.5K | 0.00% | −546−52.4% | Reduced |
| STRS Ohio | 500 | $69.2K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 553 | $76.5K | 0.00% | −9,248−94.4% | Reduced |
| Huntington National Bank | 556 | $76.9K | 0.00% | −64−10.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 605 | $83.7K | 0.02% | +406+204.0% | Added |
| Allworth Financial LP | 641 | $88.7K | 0.00% | +164+34.4% | Added |
| Ronald Blue Trust, Inc. | 660 | $91.3K | 0.00% | +315+91.3% | Added |
| Atlantic Union Bankshares Corp | 832 | $115.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 900 | $124.5K | 0.00% | +900 | New |
| Ancora Advisors, LLC | 1,026 | $141.9K | 0.00% | −3,260−76.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,047 | $144.8K | 0.00% | +44+4.4% | Added |
| EverSource Wealth Advisors, LLC | 1,106 | $153.0K | 0.00% | +536+94.0% | Added |
| Signaturefd, LLC | 1,164 | $161.0K | 0.00% | −188−13.9% | Reduced |
| Quadrant Capital Group LLC | 1,281 | $177.2K | 0.01% | −81−5.9% | Reduced |
