| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Wetzel Investment Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Rothschild Investment LLC | 1 | $122 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 4 | $489 | 0.00% | −84−95.5% | Reduced |
| Tfo-TDC, LLC | 4 | $489 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $489 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $501 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $933 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $978 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $1.05K | 0.00% | +9 | New |
| Bokf, NA | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $1.34K | 0.00% | +11 | New |
| Impact Partnership Wealth, LLC | 15 | $1.83K | 0.00% | −125−89.3% | Reduced |
| Venturi Wealth Management, LLC | 15 | $1.83K | 0.00% | −122−89.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.83K | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 18 | $2.20K | 0.00% | +18 | New |
| Zions Bancorporation, N.A. | 19 | $2.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $2.32K | 0.00% | +19 | New |
| REAP Financial Group, LLC | 19 | $2.32K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $2.44K | 0.00% | −2−9.1% | Reduced |
| Parkside Financial Bank & Trust | 20 | $2.45K | 0.00% | −8−28.6% | Reduced |
| RFP Financial Group LLC | 23 | $2.81K | 0.00% | +14+155.6% | Added |
| Farmers & Merchants Investments Inc | 24 | $2.93K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 25 | $3.06K | 0.00% | +6+31.6% | Added |
| AdvisorNet Financial, Inc | 26 | $3.18K | 0.00% | +4+18.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.19K | 0.00% | −25,092−99.9% | Reduced |
| JJJ Advisors Inc. | 27 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $3.30K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 29 | $3.54K | 0.00% | −9−23.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $3.79K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $4.03K | 0.00% | +33 | New |
| Pineridge Advisors LLC | 35 | $4.28K | 0.00% | +35 | New |
| Washington Trust Co | 38 | $4.65K | 0.00% | +38 | New |
| Hoey Investments, Inc | 39 | $4.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $5.00K | 0.00% | −3−7.1% | Reduced |
| Arlington Trust Co LLC | 41 | $5.01K | 0.00% | +41 | New |
| GWM Advisors LLC | 42 | $5.13K | 0.00% | −6−12.5% | Reduced |
| WealthCollab, LLC | 42 | $5.13K | 0.00% | +42 | New |
| CVA Family Office, LLC | 45 | $5.50K | 0.00% | +45 | New |
| Jones Financial Companies LLLP | 46 | $5.62K | 0.00% | +37+411.1% | Added |
| Fortitude Family Office, LLC | 50 | $6.11K | 0.00% | +50 | New |
| Cherry Tree Wealth Management, LLC | 57 | $6.97K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 58 | $7.09K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 58 | $7.09K | 0.01% | +58 | New |
| Loomis Sayles & Co L P | 66 | $8.00K | 0.00% | +5+8.2% | Added |
| Cetera Trust Company, N.A | 66 | $8.07K | 0.01% | +66 | New |
| JFS Wealth Advisors, LLC | 70 | $8.56K | 0.00% | −3−4.1% | Reduced |
| Smithfield Trust Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $10.1K | 0.00% | −3−3.5% | Reduced |
| Glassman Wealth Services | 83 | $10.1K | 0.00% | +6+7.8% | Added |
| Farther Finance Advisors, LLC | 91 | $11.1K | 0.00% | −32−26.0% | Reduced |
| Allworth Financial LP | 93 | $11.4K | 0.00% | −9−8.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 93 | $11.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 111 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $14.7K | 0.00% | +21+19.8% | Added |
| Islay Capital Management, LLC | 129 | $15.8K | 0.01% | −5,273−97.6% | Reduced |
| Massmutual Trust Co FSB | 176 | $21.5K | 0.00% | −12−6.4% | Reduced |
| Advisory Services Network, LLC | 192 | $23.5K | 0.00% | +192 | New |
| Whittier Trust Co of Nevada Inc | 196 | $24.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $27.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 225 | $27.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 236 | $28.9K | 0.00% | +29+14.0% | Added |
| Quarry LP | 237 | $29.0K | 0.01% | +237 | New |
| First Horizon Advisors, Inc. | 239 | $29.2K | 0.00% | +10+4.4% | Added |
| Bessemer Group Inc | 270 | $32.0K | 0.00% | −33−10.9% | Reduced |
| Deseret Mutual Benefit Administrators | 295 | $36.1K | 0.02% | −83−22.0% | Reduced |
| IFP Advisors, Inc | 302 | $36.9K | 0.00% | −101−25.1% | Reduced |
| CWM, LLC | 332 | $41.0K | 0.00% | +43+14.9% | Added |
| Bellevue Asset Management, LLC | 372 | $45.5K | 0.04% | 00.0% | Unchanged |
| Gladius Capital Management LP | 396 | $48.4K | 0.03% | −45−10.2% | Reduced |
| Lindbrook Capital, LLC | 400 | $48.9K | 0.00% | +18+4.7% | Added |
| Lazard Asset Management LLC | 412 | $50.0K | 0.00% | +3+0.7% | Added |
| Principal Securities, Inc. | 459 | $56.1K | 0.00% | +459 | New |
| GAMMA Investing LLC | 522 | $58.0K | 0.02% | +522 | New |
| CoreFirst Bank & Trust | 483 | $59.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 565 | $69.1K | 0.00% | −700−55.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 598 | $73.1K | 0.00% | −16−2.6% | Reduced |
| Caldwell Trust Co | 600 | $73.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 667 | $81.5K | 0.03% | −392−37.0% | Reduced |
| TD Private Client Wealth LLC | 855 | $104.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 878 | $107.0K | 0.07% | +103+13.3% | Added |
| Quent Capital, LLC | 886 | $108.3K | 0.01% | +62+7.5% | Added |
| Johnson Financial Group, Inc. | 937 | $114.5K | 0.01% | +137+17.1% | Added |
| EntryPoint Capital, LLC | 1,063 | $130.0K | 0.12% | +1,063 | New |
| EverSource Wealth Advisors, LLC | 1,069 | $130.7K | 0.01% | −36−3.3% | Reduced |
| iA Global Asset Management Inc. | 1,110 | $136.0K | 0.00% | +25+2.3% | Added |
| State of Wyoming | 1,200 | $146.7K | 0.03% | +1,200 | New |
| Proequities, Inc. | 1,233 | $150.7K | 0.01% | −170−12.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,237 | $151.2K | 0.02% | −14,803−92.3% | Reduced |
| Kozak & Associates, Inc. | 1,441 | $166.4K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,367 | $167.1K | 0.00% | +552+67.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 1,460 | $178.0K | 0.00% | −29,828−95.3% | Reduced |
