| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $130 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $131 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 2 | $261 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $522 | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 4 | $522 | 0.00% | +4 | New |
| North Capital, Inc. | 5 | $652 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $783 | 0.00% | +6 | New |
| Albion Financial Group | 7 | $914 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 14 | $1.00K | 0.00% | −3−17.6% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.04K | 0.00% | −8−50.0% | Reduced |
| C M Bidwell & Associates Ltd | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.30K | 0.00% | −1−9.1% | Reduced |
| City State Bank | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $1.30K | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $1.56K | 0.00% | +6+100.0% | Added |
| Private Wealth Asset Management, LLC | 13 | $1.70K | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 13 | $1.70K | 0.00% | −4−23.5% | Reduced |
| Golden State Wealth Management, LLC | 15 | $1.96K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $1.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.09K | 0.00% | +16 | New |
| North Star Investment Management Corp. | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $2.61K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 24 | $3.13K | 0.00% | +24 | New |
| Mather Group, LLC. | 25 | $3.26K | 0.00% | −10−28.6% | Reduced |
| ORG Partners LLC | 25 | $3.31K | 0.00% | +25 | New |
| Medallion Wealth Advisors, LLC | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $3.39K | 0.00% | −706−96.4% | Reduced |
| Sherman Asset Management, Inc. | 26 | $3.39K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $3.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $3.52K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 29 | $3.78K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $3.91K | 0.00% | −456−93.8% | Reduced |
| Covestor Ltd | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 32 | $4.00K | 0.00% | +32 | New |
| ROSS\JOHNSON & Associates LLC | 31 | $4.04K | 0.07% | +31 | New |
| Bartlett & Co. Wealth Management LLC | 32 | $4.18K | 0.00% | +32 | New |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $4.18K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 34 | $4.44K | 0.00% | +34 | New |
| Whittier Trust Co | 35 | $4.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 35 | $4.57K | 0.00% | +35 | New |
| Battery Global Advisors, LLC | 36 | $4.70K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $4.96K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 39 | $5.17K | 0.00% | −3−7.1% | Reduced |
| Dunhill Financial, LLC | 40 | $5.22K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 47 | $6.13K | 0.00% | −3−6.0% | Reduced |
| Ridgewood Investments LLC | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 54 | $7.05K | 0.00% | +54 | New |
| Dogwood Wealth Management LLC | 55 | $7.18K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $8.09K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 65 | $8.48K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 67 | $8.74K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 67 | $8.74K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 79 | $10.3K | 0.00% | +65+464.3% | Added |
| Holos Integrated Wealth LLC | 88 | $11.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 101 | $13.0K | 0.00% | +83+461.1% | Added |
| JFS Wealth Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 102 | $13.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $13.7K | 0.02% | +105 | New |
| Sierra Ocean, LLC | 106 | $13.8K | 0.01% | +7+7.1% | Added |
| Rothschild Investment LLC | 114 | $14.9K | 0.00% | +35+44.3% | Added |
| Investment Research & Advisory Group, Inc. | 116 | $15.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 125 | $16.3K | 0.01% | +125 | New |
| Ci Investments Inc. | 137 | $18.0K | 0.00% | −23−14.4% | Reduced |
| Evelyn Partners Investment Management LLP | 150 | $19.6K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 165 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 172 | $22.4K | 0.01% | +172 | New |
| Berbice Capital Management LLC | 180 | $23.5K | 0.02% | +180 | New |
| Smithfield Trust Co | 194 | $25.0K | 0.00% | +194 | New |
| Optimum Investment Advisors | 200 | $26.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $26.1K | 0.01% | +100+100.0% | Added |
| Sava Infond d.o.o. | 200 | $26.1K | 0.00% | +200 | New |
| Inlight Wealth Management, LLC | 212 | $27.7K | 0.02% | +212 | New |
| Fifth Third Bancorp | 237 | $30.9K | 0.00% | +195+464.3% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $32.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 264 | $34.4K | 0.00% | +264 | New |
| Parkside Financial Bank & Trust | 283 | $36.9K | 0.00% | +58+25.8% | Added |
| Binnacle Investments Inc | 289 | $37.7K | 0.03% | +289 | New |
| Harel Insurance Investments & Financial Services Ltd. | 288 | $38.0K | 0.00% | −91−24.0% | Reduced |
| Rosenberg Matthew Hamilton | 298 | $38.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 300 | $39.1K | 0.01% | +300 | New |
| TFC Financial Management | 302 | $39.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 304 | $39.7K | 0.00% | +57+23.1% | Added |
| Sunbelt Securities, Inc. | 320 | $41.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 337 | $44.0K | 0.00% | +154+84.2% | Added |
| Allworth Financial LP | 356 | $44.2K | 0.00% | −58−14.0% | Reduced |
| Cornerstone Planning Group LLC | 368 | $44.3K | 0.01% | +325+755.8% | Added |
| Clearstead Advisors, LLC | 390 | $50.9K | 0.00% | −59−13.1% | Reduced |
| Brown Brothers Harriman & Co | 411 | $53.6K | 0.00% | +265+181.5% | Added |
| Truvestments Capital LLC | 431 | $56.2K | 0.01% | 00.0% | Unchanged |