| Venturi Wealth Management, LLC | 2,400 | $317.9K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,398 | $317.6K | 0.00% | −2,128−47.0% | Reduced |
| Bridgefront Capital, LLC | 2,359 | $312.4K | 0.11% | +2,359 | New |
| Hilltop Holdings Inc. | 2,310 | $306.0K | 0.02% | +2,310 | New |
| Verdence Capital Advisors LLC | 2,304 | $305.2K | 0.02% | +2,304 | New |
| Atria Investments LLC | 2,285 | $302.6K | 0.00% | +2,285 | New |
| Knollwood Investment Advisory, LLC | 2,268 | $300.4K | 0.03% | +2,268 | New |
| Corton Capital Inc. | 2,258 | $299.1K | 0.17% | +2,258 | New |
| Coastal Investment Advisors, Inc. | 2,060 | $290.3K | 0.12% | −2,595−55.7% | Reduced |
| Oak Ridge Investments LLC | 2,144 | $284.0K | 0.02% | +2,144 | New |
| MetLife Investment Management | 2,137 | $283.0K | 0.00% | +1,702+391.3% | Added |
| Shell Asset Management Co | 2,013 | $267.0K | 0.01% | +2,013 | New |
| CV Advisors LLC | 2,000 | $264.9K | 0.09% | +2,000 | New |
| GF Fund Management Co. Ltd. | 2,000 | $264.9K | 0.01% | +2,000 | New |
| Caitong International Asset Management Co., Ltd | 1,997 | $264.5K | 0.26% | +1,997 | New |
| DMG Group, LLC | 1,990 | $263.6K | 0.21% | +1,990 | New |
| Nebula Research & Development LLC | 1,930 | $255.6K | 0.03% | +1,930 | New |
| Comprehensive Financial Planning, Inc. | 1,888 | $250.1K | 0.21% | +1,888 | New |
| Pension & Wealth Management Advisors, Inc. | 1,774 | $235.0K | 0.09% | −490−21.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,741 | $227.7K | 0.01% | +1,741 | New |
| Kingswood Wealth Advisors, LLC | 1,692 | $224.1K | 0.02% | +1,692 | New |
| Zevenbergen Capital Investments LLC | 1,650 | $218.5K | 0.00% | +1,650 | New |
| Cresset Asset Management, LLC | 1,628 | $215.6K | 0.00% | +1,628 | New |
| Western Pacific Wealth Management, LP | 1,600 | $211.9K | 0.17% | +1,600 | New |
| Pinebridge Investments, L.P. | 1,594 | $211.1K | 0.00% | +1,594 | New |
| Visionary Wealth Advisors | 1,594 | $211.1K | 0.01% | +1,594 | New |
| Susquehanna International Group, LLP | 1,539 | $203.8K | 0.00% | −2,494−61.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,528 | $202.0K | 0.03% | +1,528 | New |
| KBC Group NV | 1,504 | $199.0K | 0.00% | +1,504 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,400 | $185.4K | 0.11% | +1,400 | New |
| SG Americas Securities, LLC | 1,344 | $178.0K | 0.00% | −10,002−88.2% | Reduced |
| Quarry LP | 1,332 | $176.4K | 0.03% | −754−36.1% | Reduced |
| BOCHK Asset Management Ltd | 1,300 | $172.2K | 0.05% | +1,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,122 | $158.8K | 0.00% | +1,122 | New |
| Headlands Technologies LLC | 1,165 | $154.3K | 0.02% | +1,165 | New |
| Hollencrest Capital Management | 1,150 | $152.3K | 0.01% | +650+130.0% | Added |
| TD Private Client Wealth LLC | 1,117 | $147.9K | 0.00% | +1,117 | New |
| Allworth Financial LP | 1,158 | $142.4K | 0.00% | +67+6.1% | Added |
| Bessemer Group Inc | 1,000 | $132.0K | 0.00% | +1,000 | New |
| CWM, LLC | 945 | $125.0K | 0.00% | +688+267.7% | Added |
| GeoWealth Management, LLC | 864 | $114.4K | 0.00% | +864 | New |
| LRI Investments, LLC | 845 | $111.9K | 0.01% | +845 | New |
| Ameriflex Group, Inc. | 1,085 | $110.0K | 0.05% | +1,085 | New |
| Corebridge Financial, Inc. | 814 | $107.8K | 0.00% | +637+359.9% | Added |
| Washington Trust Co | 797 | $105.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 792 | $104.9K | 0.05% | +792 | New |
| First Horizon Advisors, Inc. | 780 | $103.3K | 0.00% | −150−16.1% | Reduced |
| Parallel Advisors, LLC | 738 | $97.7K | 0.00% | +362+96.3% | Added |
| Fedenia Advisers LLC | 715 | $94.7K | 0.06% | +715 | New |
| Emerald Mutual Fund Advisers Trust | 704 | $93.2K | 0.01% | +571+429.3% | Added |
| Banque Transatlantique SA | 650 | $86.2K | 0.00% | +650 | New |
| Berbice Capital Management LLC | 650 | $86.1K | 0.07% | +650 | New |
| Sound Income Strategies, LLC | 588 | $77.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 541 | $71.7K | 0.00% | +297+121.7% | Added |
| GAMMA Investing LLC | 510 | $67.5K | 0.01% | +224+78.3% | Added |
| Whipplewood Advisors, LLC | 495 | $65.6K | 0.04% | +495 | New |
| Mark Sheptoff Financial Planning, LLC | 490 | $64.9K | 0.03% | +490 | New |
| GWM Advisors LLC | 475 | $62.9K | 0.00% | +475 | New |
| Empowered Funds, LLC | 456 | $60.4K | 0.00% | +456 | New |
| Farther Finance Advisors, LLC | 430 | $57.0K | 0.00% | +27+6.7% | Added |
| Principal Securities, Inc. | 412 | $54.6K | 0.00% | +412 | New |
| Clearstead Advisors, LLC | 350 | $46.4K | 0.00% | −910−72.2% | Reduced |
| Trifecta Capital Advisors, LLC | 328 | $43.4K | 0.01% | +328 | New |
| Murphy & Mullick Capital Management Corp | 325 | $43.0K | 0.04% | +325 | New |
| ORG Wealth Partners, LLC | 319 | $42.3K | 0.01% | +319 | New |
| Signaturefd, LLC | 300 | $39.7K | 0.00% | +37+14.1% | Added |
| Global Retirement Partners, LLC | 293 | $38.8K | 0.00% | +284+3,155.6% | Added |
| Federation des caisses Desjardins du Quebec | 285 | $37.7K | 0.00% | −5−1.7% | Reduced |
| Geneos Wealth Management Inc. | 272 | $36.0K | 0.00% | +272 | New |
| North Star Investment Management Corp. | 270 | $35.8K | 0.00% | +270 | New |
| Aventura Private Wealth, LLC | 250 | $33.1K | 0.02% | +250 | New |
| Covestor Ltd | 223 | $30.0K | 0.02% | +1+0.5% | Added |
| Kestra Investment Management, LLC | 208 | $27.6K | 0.00% | +208 | New |
| Steward Partners Investment Advisory, LLC | 199 | $26.4K | 0.00% | +99+99.0% | Added |
| Whittier Trust Co of Nevada Inc | 192 | $25.4K | 0.00% | +192 | New |
| Brown Brothers Harriman & Co | 185 | $24.5K | 0.00% | −62−25.1% | Reduced |
| Harbour Investments, Inc. | 176 | $23.3K | 0.00% | +76+76.0% | Added |
| Skopos Labs, Inc. | 167 | $22.1K | 0.01% | +31+22.8% | Added |
| Hexagon Capital Partners LLC | 151 | $20.0K | 0.00% | +151 | New |
| Lindbrook Capital, LLC | 137 | $18.1K | 0.00% | +37+37.0% | Added |
| Jones Financial Companies LLLP | 136 | $18.0K | 0.00% | +116+580.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 117 | $15.5K | 0.00% | −294−71.5% | Reduced |
| EverSource Wealth Advisors, LLC | 115 | $15.2K | 0.00% | +103+858.3% | Added |
| CoreCap Advisors, LLC | 113 | $15.0K | 0.00% | +113 | New |
| Evelyn Partners Investment Management Services Ltd | 102 | $13.5K | 0.00% | +102 | New |
| WPG Advisers, LLC | 99 | $13.1K | 0.01% | +99 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 | $13.1K | 0.00% | −6,800−98.6% | Reduced |
| Continuum Advisory, LLC | 96 | $12.7K | 0.00% | −45−31.9% | Reduced |
| Private Trust Co NA | 70 | $9.27K | 0.00% | +18+34.6% | Added |
| Armstrong Advisory Group, Inc | 70 | $9.27K | 0.00% | +70 | New |
| IFP Advisors, Inc | 70 | $9.27K | 0.00% | +70 | New |
| Archer Investment Corp | 68 | $9.01K | 0.00% | +68 | New |
| Sunbelt Securities, Inc. | 60 | $8.19K | 0.00% | +60 | New |
| Tradewinds Capital Management, LLC | 55 | $7.29K | 0.00% | +55 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 51 | $6.75K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 48 | $6.36K | 0.00% | +48 | New |
| HM Payson & Co | 47 | $6.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 47 | $6.23K | 0.00% | +47 | New |
