| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $129 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $259 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $412 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $508 | 0.00% | +43+1,433.3% | Added |
| Cromwell Holdings LLC | 4 | $517 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $517 | 0.00% | +1+33.3% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $517 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $548 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $636 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $646 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $646 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $646 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $646 | 0.00% | +5 | New |
| Elequin Capital LP | 5 | $646 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $647 | 0.00% | +5 | New |
| Steward Partners Investment Advisory, LLC | 6 | $775 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 6 | $776 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $776 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $905 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $905 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 7 | $905 | 0.00% | +7 | New |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | −100−93.5% | Reduced |
| MAI Capital Management | 8 | $1.03K | 0.00% | −147−94.8% | Reduced |
| Fortitude Family Office, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 26,396 | $2.20K | 0.00% | +26,379+155,170.6% | Added |
| Assetmark, Inc | 18 | $2.33K | 0.00% | −3−14.3% | Reduced |
| South State Corp. | 20 | $2.58K | 0.00% | +5+33.3% | Added |
| Massmutual Trust Co FSB | 21 | $2.71K | 0.00% | −39−65.0% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.84K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $3.23K | 0.00% | −4−13.8% | Reduced |
| Legacy Wealth Managment, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $3.88K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 30 | $3.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $3.88K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $3.88K | 0.00% | +30 | New |
| Hemington Wealth Management | 35 | $4.00K | 0.00% | +1+2.9% | Added |
| JFS Wealth Advisors, LLC | 31 | $4.01K | 0.00% | −1−3.1% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $4.39K | 0.00% | +1+3.0% | Added |
| Morse Asset Management, Inc | 35 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 39 | $5.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $5.30K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 41 | $5.30K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $5.56K | 0.00% | −197−82.1% | Reduced |
| Spire Wealth Management | 46 | $5.94K | 0.00% | −165−78.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 50 | $6.46K | 0.00% | +50 | New |
| Harvest Fund Management Co., Ltd | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 55 | $7.19K | 0.00% | +18+48.6% | Added |
| Transamerica Financial Advisors, Inc. | 61 | $7.82K | 0.00% | +23+60.5% | Added |
| Point72 Europe (London) LLP | 65 | $8.36K | 0.00% | +65 | New |
| Millstone Evans Group, LLC | 67 | $8.66K | 0.01% | +67 | New |
| Quent Capital, LLC | 78 | $10.1K | 0.00% | +78 | New |
| SBI Securities Co., Ltd. | 80 | $10.3K | 0.00% | −591−88.1% | Reduced |
| Covestor Ltd | 94 | $12.0K | 0.01% | −1,329−93.4% | Reduced |
| Proathlete Wealth Management LLC | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 95 | $12.3K | 0.00% | +95 | New |
| Washington Trust Advisors, Inc. | 103 | $13.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 104 | $13.4K | 0.00% | +104 | New |
| Transce3nd, LLC | 114 | $13.7K | 0.12% | −1,516−93.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 113 | $14.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 117 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 120 | $15.5K | 0.00% | +120 | New |
| Allworth Financial LP | 122 | $15.8K | 0.00% | +79+183.7% | Added |
| IFP Advisors, Inc | 126 | $16.3K | 0.00% | +45+55.6% | Added |
| Nomura Asset Management Co Ltd | 130 | $16.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 165 | $21.3K | 0.00% | +21+14.6% | Added |
| Tidemark, LLC | 166 | $21.4K | 0.01% | −80−32.5% | Reduced |
| Principal Securities, Inc. | 178 | $23.0K | 0.00% | +89+100.0% | Added |
| Parkside Financial Bank & Trust | 196 | $25.3K | 0.00% | +1+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $25.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 201 | $26.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 198 | $27.2K | 0.00% | +99+100.0% | Added |
| Whittier Trust Co | 198 | $28.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 222 | $28.7K | 0.00% | −10−4.3% | Reduced |
| Banque Cantonale Vaudoise | 235 | $30.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 263 | $33.6K | 0.00% | +15+6.0% | Added |
| Essential Partners LLC | 268 | $34.6K | 0.01% | +2+0.8% | Added |
| Parallel Advisors, LLC | 281 | $36.3K | 0.00% | +23+8.9% | Added |
| Ronald Blue Trust, Inc. | 281 | $36.3K | 0.00% | +268+2,061.5% | Added |
| Harbor Investment Advisory, LLC | 283 | $36.6K | 0.00% | +283 | New |
| Danske Bank A/S | 300 | $38.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 320 | $41.4K | 0.00% | +139+76.8% | Added |
| Clearstead Advisors, LLC | 342 | $44.2K | 0.00% | −66−16.2% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 360 | $46.5K | 0.02% | +360 | New |
| Twin Tree Management, LP | 379 | $49.0K | 0.00% | −15,013−97.5% | Reduced |
| Leonteq Securities AG | 424 | $54.8K | 0.00% | −978−69.8% | Reduced |
| Global Retirement Partners, LLC | 448 | $57.9K | 0.00% | +26+6.2% | Added |
| Umb Bank N A | 480 | $62.0K | 0.00% | +70+17.1% | Added |
| EverSource Wealth Advisors, LLC | 507 | $65.5K | 0.00% | −70−12.1% | Reduced |
| LRI Investments, LLC | 525 | $67.8K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 528 | $68.0K | 0.00% | −7−1.3% | Reduced |