| Your Advocates Ltd., LLP | 0 | $3 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $52 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $52 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $52 | 0.00% | +1 | New |
| National Bank of Canada | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4 | $208 | 0.00% | −3,574−99.9% | Reduced |
| WealthTrak Capital Management LLC | 5 | $260 | 0.00% | −10−66.7% | Reduced |
| Financial Management Professionals, Inc. | 5 | $260 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $312 | 0.00% | −11−64.7% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $312 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $401 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $415 | 0.00% | +3+60.0% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $416 | 0.00% | +8 | New |
| LGT Financial Advisors LLC | 8 | $416 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 9 | $468 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $472 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $520 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $571 | 0.00% | −5−31.3% | Reduced |
| Hughes Financial Services, LLC | 12 | $618 | 0.00% | +1+9.1% | Added |
| HFM Investment Advisors, LLC | 12 | $623 | 0.00% | +8+200.0% | Added |
| Dunhill Financial, LLC | 15 | $787 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 18 | $935 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 18 | $935 | 0.00% | +18 | New |
| Ogorek Anthony Joseph | 22 | $1.00K | 0.00% | −37−62.7% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.04K | 0.00% | −8−28.6% | Reduced |
| Sierra Ocean, LLC | 23 | $1.21K | 0.00% | −25−52.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $1.56K | 0.00% | −179−85.6% | Reduced |
| Oakworth Capital, Inc. | 35 | $1.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | −10−25.6% | Reduced |
| Avion Wealth | 56 | $2.00K | 0.00% | +23+69.7% | Added |
| Caldwell Sutter Capital, Inc. | 39 | $2.03K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 52 | $2.70K | 0.00% | −1,342−96.3% | Reduced |
| Bruce G. Allen Investments, LLC | 65 | $3.38K | 0.00% | +1+1.6% | Added |
| Prestige Wealth Management Group LLC | 84 | $4.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 85 | $4.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 86 | $4.47K | 0.00% | +19+28.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 112 | $5.82K | 0.00% | +20+21.7% | Added |
| Huntington National Bank | 114 | $5.92K | 0.00% | −31−21.4% | Reduced |
| Spire Wealth Management | 119 | $6.18K | 0.00% | −46−27.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $6.34K | 0.00% | −4−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 123 | $6.39K | 0.00% | −5−3.9% | Reduced |
| Anfield Capital Management, LLC | 134 | $6.96K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 140 | $7.27K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 144 | $7.48K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $7.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 148 | $7.87K | 0.00% | +148 | New |
| Rogco, LP | 160 | $8.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 179 | $9.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 180 | $9.35K | 0.00% | −624−77.6% | Reduced |
| Private Wealth Management Group, LLC | 181 | $9.40K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 204 | $10.6K | 0.00% | +204 | New |
| GeoWealth Management, LLC | 205 | $10.6K | 0.00% | +205 | New |
| South State Corp. | 206 | $10.7K | 0.00% | −44−17.6% | Reduced |
| Creative Financial Designs Inc | 208 | $10.8K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 230 | $12.0K | 0.01% | +2+0.9% | Added |
| Atlantic Trust, LLC | 234 | $12.2K | 0.00% | +80+51.9% | Added |
| WPG Advisers, LLC | 248 | $12.9K | 0.01% | +29+13.2% | Added |
| DT Investment Partners, LLC | 260 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 265 | $13.8K | 0.00% | +147+124.6% | Added |
| Bryn Mawr Trust Co | 280 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 293 | $15.0K | 0.00% | +26+9.7% | Added |
| MV Capital Management, Inc. | 306 | $15.9K | 0.00% | −2−0.6% | Reduced |
| Employees Retirement System of Texas | 300 | $16.0K | 0.00% | +300 | New |
| Rothschild Investment LLC | 316 | $16.4K | 0.00% | +15+5.0% | Added |
| Rise Advisors, LLC | 317 | $16.5K | 0.01% | −18−5.4% | Reduced |
| Bogart Wealth, LLC | 323 | $16.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 369 | $19.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 383 | $19.9K | 0.00% | −78−16.9% | Reduced |
| Albion Financial Group | 395 | $20.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $23.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 461 | $23.9K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 507 | $26.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 525 | $27.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 577 | $30.0K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 589 | $30.6K | 0.03% | +589 | New |
| Assetmark, Inc | 673 | $35.0K | 0.00% | +289+75.3% | Added |
| Ameriflex Group, Inc. | 712 | $36.6K | 0.02% | +7+1.0% | Added |
| Addison Advisors LLC | 758 | $39.4K | 0.01% | −28−3.6% | Reduced |
| American Capital Advisory, LLC | 838 | $43.5K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 812 | $45.2K | 0.01% | +7+0.9% | Added |
| Parallel Advisors, LLC | 882 | $45.8K | 0.00% | −9−1.0% | Reduced |
| IFP Advisors, Inc | 420 | $51.5K | 0.00% | −130−23.6% | Reduced |
| Quarry LP | 1,015 | $52.7K | 0.01% | −1,490−59.5% | Reduced |
| CX Institutional | 1,037 | $54.0K | 0.00% | −21−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,049 | $54.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,112 | $57.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,140 | $59.2K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,199 | $62.3K | 0.00% | +1,199 | New |
| Ameritas Advisory Services, LLC | 1,250 | $64.9K | 0.00% | +1,250 | New |
| New Millennium Group LLC | 1,267 | $65.8K | 0.04% | 00.0% | Unchanged |
