| Ogorek Anthony Joseph | 5 | $0 | 0.00% | +5 | New |
| High Note Wealth, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $148 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $267 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $297 | 0.00% | −1−33.3% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $297 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2 | $297 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $297 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $297 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $297 | 0.00% | +2 | New |
| Pacer Advisors, Inc. | 3 | $445 | 0.00% | −1−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $445 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $445 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $446 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $592 | 0.00% | +4 | New |
| Quent Capital, LLC | 4 | $594 | 0.00% | −35−89.7% | Reduced |
| True Wealth Design, LLC | 4 | $594 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $594 | 0.00% | +4 | New |
| Kestra Investment Management, LLC | 5 | $743 | 0.00% | −111−95.7% | Reduced |
| Cromwell Holdings LLC | 6 | $891 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $896 | 0.00% | +2+40.0% | Added |
| Riggs Asset Managment Co. Inc. | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $1.19K | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 11 | $1.63K | 0.00% | +8+266.7% | Added |
| ORG Partners LLC | 12 | $1.77K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 13 | $1.93K | 0.00% | +13 | New |
| Sachetta, LLC | 16 | $2.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $2.38K | 0.00% | +16 | New |
| Zions Bancorporation, National Association | 17 | $2.52K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 19 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $2.82K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $3.12K | 0.00% | +20+2,000.0% | Added |
| Trust Co | 27 | $4.01K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 27 | $4.01K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 29 | $4.30K | 0.00% | +29 | New |
| HighMark Wealth Management LLC | 31 | $4.60K | 0.00% | +8+34.8% | Added |
| Hexagon Capital Partners LLC | 33 | $4.90K | 0.00% | +25+312.5% | Added |
| Massmutual Trust Co FSB | 38 | $5.64K | 0.00% | +18+90.0% | Added |
| Bruce G. Allen Investments, LLC | 41 | $6.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $6.68K | 0.00% | +12+36.4% | Added |
| Saudi Central Bank | 46 | $6.83K | 0.04% | +46 | New |
| Legacy Wealth Managment, LLC | 49 | $7.28K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $7.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $8.31K | 0.00% | +1+1.8% | Added |
| CVA Family Office, LLC | 60 | $8.91K | 0.00% | +30+100.0% | Added |
| SRS Capital Advisors, Inc. | 62 | $9.21K | 0.00% | +62 | New |
| Rothschild Investment LLC | 65 | $9.65K | 0.00% | −1−1.5% | Reduced |
| Hemington Wealth Management | 69 | $10.0K | 0.00% | +18+35.3% | Added |
| Capital Advisors, Ltd. LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 101 | $13.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 91 | $13.5K | 0.00% | +26+40.0% | Added |
| Versant Capital Management, Inc | 93 | $13.8K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $15.1K | 0.01% | −6−5.6% | Reduced |
| SJS Investment Consulting Inc. | 112 | $16.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $17.4K | 0.00% | −118−50.2% | Reduced |
| Pittenger & Anderson Inc | 120 | $17.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 125 | $18.6K | 0.00% | −6−4.6% | Reduced |
| Centricity Wealth Management, LLC | 140 | $20.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $21.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 156 | $23.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 157 | $23.3K | 0.00% | −219−58.2% | Reduced |
| Farther Finance Advisors, LLC | 177 | $26.2K | 0.00% | −8−4.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $29.7K | 0.00% | +200 | New |
| Cullen/Frost Bankers, Inc. | 202 | $30.0K | 0.00% | +156+339.1% | Added |
| Rakuten Securities, Inc. | 205 | $30.4K | 0.02% | +198+2,828.6% | Added |
| TFC Financial Management | 210 | $31.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 210 | $31.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 221 | $32.8K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 224 | $33.3K | 0.01% | +224 | New |
| Whittier Trust Co of Nevada Inc | 232 | $34.4K | 0.00% | +85+57.8% | Added |
| St Germain D J Co Inc | 241 | $35.8K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 242 | $36.0K | 0.06% | −43−15.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $37.9K | 0.00% | +255 | New |
| Clearstead Advisors, LLC | 255 | $37.9K | 0.00% | +103+67.8% | Added |
| Parkside Financial Bank & Trust | 276 | $41.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 278 | $41.2K | 0.00% | +56+25.2% | Added |
| Smartleaf Asset Management LLC | 285 | $41.8K | 0.00% | −26−8.4% | Reduced |
| First Horizon Advisors, Inc. | 283 | $42.0K | 0.00% | −78−21.6% | Reduced |
| Allworth Financial LP | 322 | $43.5K | 0.00% | +35+12.2% | Added |
| Barrett & Company, Inc. | 300 | $44.5K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 347 | $45.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 324 | $47.9K | 0.00% | +121+59.6% | Added |
| EverSource Wealth Advisors, LLC | 337 | $50.0K | 0.00% | +279+481.0% | Added |
| TD Private Client Wealth LLC | 352 | $52.3K | 0.00% | −2−0.6% | Reduced |
| Lindbrook Capital, LLC | 400 | $59.4K | 0.01% | +155+63.3% | Added |
| Skopos Labs, Inc. | 410 | $60.9K | 0.01% | +7+1.7% | Added |
| SBI Securities Co., Ltd. | 423 | $62.8K | 0.00% | +31+7.9% | Added |
| National Pension Service | 428 | $63.5K | 0.00% | −194,530−99.8% | Reduced |
| Atlas Capital Advisors LLC | 468 | $69.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 495 | $73.0K | 0.00% | −6,180−92.6% | Reduced |
| V-Square Quantitative Management LLC | 515 | $76.5K | 0.01% | +114+28.4% | Added |
| State of Wyoming | 521 | $77.3K | 0.01% | −967−65.0% | Reduced |
| MAI Capital Management | 563 | $83.6K | 0.00% | −1−0.2% | Reduced |
| Shell Asset Management Co | 595 | $88.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 597 | $88.6K | 0.00% | −1,807−75.2% | Reduced |
| West Oak Capital, LLC | 600 | $89.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 655 | $97.3K | 0.00% | −1,584−70.7% | Reduced |
