| Godfrey Financial Associates, Inc. | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2 | $259 | 0.00% | −4,528−100.0% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $259 | 0.00% | −2−50.0% | Reduced |
| Curio Wealth, LLC | 2 | $259 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $260 | 0.00% | −4−66.7% | Reduced |
| Gilpin Wealth Management, LLC | 4 | $519 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $519 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $519 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $519 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $519 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $519 | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 4 | $519 | 0.00% | +4 | New |
| TD Capital Management LLC | 5 | $648 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 5 | $648 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6 | $778 | 0.00% | −112−94.9% | Reduced |
| HFM Investment Advisors, LLC | 6 | $778 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 6 | $778 | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $778 | 0.00% | +6 | New |
| Abound Wealth Management | 7 | $852 | 0.00% | +1+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 7 | $908 | 0.00% | −332−97.9% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $1.17K | 0.00% | +1+12.5% | Added |
| Cornerstone Financial Management LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $1.43K | 0.00% | −5−31.3% | Reduced |
| Intentional Wealth Strategies, LLC | 13 | $1.69K | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.81K | 0.00% | +7+100.0% | Added |
| Optiver Holding B.V. | 14 | $1.81K | 0.00% | −89−86.4% | Reduced |
| Rialto Wealth Management, LLC | 15 | $1.95K | 0.00% | +1+7.1% | Added |
| Dogwood Wealth Management LLC | 16 | $2.07K | 0.00% | +16 | New |
| Huntington National Bank | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $2.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $2.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $2.33K | 0.00% | +10+125.0% | Added |
| CVA Family Office, LLC | 18 | $2.33K | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.98K | 0.00% | +11+91.7% | Added |
| NBC Securities, Inc. | 24 | $3.11K | 0.00% | +24 | New |
| Plante Moran Financial Advisors, LLC | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $4.02K | 0.00% | −2−6.1% | Reduced |
| JPL Wealth Management, LLC | 31 | $4.02K | 0.00% | +31 | New |
| Essential Partners LLC | 37 | $4.80K | 0.00% | −1−2.6% | Reduced |
| Prestige Wealth Management Group LLC | 39 | $5.06K | 0.00% | +3+8.3% | Added |
| National Bank of Canada | 41 | $5.29K | 0.00% | −16−28.1% | Reduced |
| Bruce G. Allen Investments, LLC | 43 | $5.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $5.58K | 0.00% | +21+95.5% | Added |
| Bell Investment Advisors, Inc | 47 | $6.09K | 0.00% | −37−44.0% | Reduced |
| FWL Investment Management, LLC | 53 | $6.87K | 0.00% | −28−34.6% | Reduced |
| Private Trust Co NA | 53 | $6.87K | 0.00% | +53 | New |
| Pacer Advisors, Inc. | 51 | $7.00K | 0.00% | −60−54.1% | Reduced |
| Truvestments Capital LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 56 | $7.26K | 0.00% | −2−3.4% | Reduced |
| Covestor Ltd | 73 | $9.00K | 0.01% | −80−52.3% | Reduced |
| TIAA Wealth Investment Management LLC | 71 | $9.20K | 0.00% | +71 | New |
| Ancora Advisors, LLC | 76 | $9.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $10.1K | 0.00% | −33−29.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 78 | $10.1K | 0.00% | +12+18.2% | Added |
| Accent Capital Management, LLC | 84 | $10.9K | 0.01% | −15−15.2% | Reduced |
| Kilter Group LLC | 84 | $10.9K | 0.00% | +60+250.0% | Added |
| JFS Wealth Advisors, LLC | 90 | $11.7K | 0.00% | +5+5.9% | Added |
| Acumen Wealth Advisors, LLC | 91 | $11.8K | 0.00% | +91 | New |
| Basecamp Wealth Advisors LLC | 93 | $12.1K | 0.00% | +32+52.5% | Added |
| First Horizon Corp | 98 | $12.7K | 0.00% | +98 | New |
| USA Financial Portformulas Corp | 99 | $12.8K | 0.00% | −406−80.4% | Reduced |
| Danske Bank A/S | 100 | $13.0K | 0.00% | −500−83.3% | Reduced |
| Kings Path Partners LLC | 100 | $13.0K | 0.00% | +90+900.0% | Added |
| Harbor Investment Advisory, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Spire Wealth Management | 101 | $13.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 103 | $13.4K | 0.01% | +7+7.3% | Added |
| IFP Advisors, Inc | 104 | $13.5K | 0.00% | +23+28.4% | Added |
| Bare Financial Services, Inc | 107 | $13.9K | 0.00% | +10+10.3% | Added |
| Private Wealth Asset Management, LLC | 111 | $14.4K | 0.00% | +111 | New |
| Rothschild Investment LLC | 116 | $15.0K | 0.00% | +4+3.6% | Added |
| McIlrath & Eck, LLC | 118 | $15.3K | 0.00% | +118 | New |
| J.Safra Asset Management Corp | 121 | $15.7K | 0.00% | +79+188.1% | Added |
| SHP Wealth Management | 121 | $15.7K | 0.00% | +54+80.6% | Added |
| Legacy Wealth Managment, LLC | 132 | $17.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 138 | $17.9K | 0.00% | +138 | New |
| Financial Management Professionals, Inc. | 140 | $18.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 140 | $18.1K | 0.00% | +140 | New |
| N.E.W. Advisory Services LLC | 144 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 153 | $19.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 156 | $20.2K | 0.00% | +51+48.6% | Added |
| Keating Financial Advisory Services, Inc. | 166 | $21.5K | 0.00% | +44+36.1% | Added |
| Whittier Trust Co of Nevada Inc | 168 | $21.7K | 0.00% | +128+320.0% | Added |
| Caitong International Asset Management Co., Ltd | 174 | $22.6K | 0.00% | −216−55.4% | Reduced |
| Robinswood Financial LLC | 181 | $23.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 187 | $24.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 190 | $25.0K | 0.00% | +190 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 197 | $25.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 199 | $25.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $27.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 210 | $27.2K | 0.00% | +45+27.3% | Added |
| SRS Capital Advisors, Inc. | 211 | $27.4K | 0.00% | −21−9.1% | Reduced |
| Rossby Financial, LCC | 213 | $27.7K | 0.01% | +209+5,225.0% | Added |
| Root Financial Partners, LLC | 254 | $32.9K | 0.00% | +23+10.0% | Added |