| Crewe Advisors LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $299 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $596 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $597 | 0.00% | −13−86.7% | Reduced |
| First Command Advisory Services, Inc. | 2 | $597 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $895 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $895 | 0.00% | +2+200.0% | Added |
| Prestige Wealth Management Group LLC | 3 | $896 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $896 | 0.00% | +1+50.0% | Added |
| Stephens Consulting, LLC | 3 | $896 | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | −5,444−99.9% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.49K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.49K | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 6 | $1.79K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $1.79K | 0.00% | −4−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.79K | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $2.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $2.09K | 0.00% | +5+250.0% | Added |
| Binnacle Investments Inc | 7 | $2.09K | 0.00% | +7 | New |
| Twin Peaks Wealth Advisors, LLC | 8 | $2.58K | 0.00% | +8 | New |
| Leonteq Securities AG | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 9 | $2.69K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $2.98K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $2.98K | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 11 | $3.28K | 0.00% | −348−96.9% | Reduced |
| Fortitude Family Office, LLC | 11 | $3.28K | 0.00% | +11 | New |
| WPG Advisers, LLC | 12 | $3.58K | 0.00% | −25−67.6% | Reduced |
| Grove Bank & Trust | 12 | $3.58K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 12 | $3.58K | 0.00% | +2+20.0% | Added |
| Atlantic Trust, LLC | 12 | $3.58K | 0.00% | +12 | New |
| FSA Wealth Management LLC | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $3.88K | 0.00% | +13 | New |
| Essential Partners LLC | 14 | $4.18K | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 16 | $4.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $4.77K | 0.00% | +7+77.8% | Added |
| Aster Capital Management (DIFC) Ltd | 19 | $5.67K | 0.00% | −1,123−98.3% | Reduced |
| Whipplewood Advisors, LLC | 20 | $5.97K | 0.00% | −11−35.5% | Reduced |
| Asset Dedication, LLC | 20 | $5.97K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $5.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $6.26K | 0.00% | −18−46.2% | Reduced |
| Plato Investment Management Ltd | 23 | $6.84K | 0.00% | +2+9.5% | Added |
| Itau Unibanco Holding S.A. | 23 | $6.86K | 0.00% | +3+15.0% | Added |
| Farmers & Merchants Investments Inc | 26 | $7.76K | 0.00% | +2+8.3% | Added |
| Harbour Investments, Inc. | 26 | $7.76K | 0.00% | +8+44.4% | Added |
| Frazier Financial Advisors, LLC | 28 | $8.35K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $9.85K | 0.00% | −1−2.9% | Reduced |
| Creative Financial Designs Inc | 36 | $10.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 37 | $11.0K | 0.00% | −2−5.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $11.9K | 0.00% | −2−4.8% | Reduced |
| Park Square Financial Group, LLC | 44 | $13.1K | 0.01% | +8+22.2% | Added |
| Richardson Financial Services Inc. | 45 | $13.8K | 0.01% | −35−43.8% | Reduced |
| Atlas Capital Advisors LLC | 47 | $14.0K | 0.00% | −10−17.5% | Reduced |
| Massmutual Trust Co FSB | 49 | $14.6K | 0.00% | −13−21.0% | Reduced |
| Optimum Investment Advisors | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 51 | $15.2K | 0.00% | +51 | New |
| Geneos Wealth Management Inc. | 52 | $15.5K | 0.00% | −9−14.8% | Reduced |
| Kestra Investment Management, LLC | 64 | $16.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 57 | $17.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 58 | $17.3K | 0.01% | +54+1,350.0% | Added |
| Hemington Wealth Management | 61 | $18.0K | 0.00% | +14+29.8% | Added |
| First Horizon Advisors, Inc. | 64 | $19.1K | 0.00% | +47+276.5% | Added |
| Central Trust Co | 70 | $20.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 70 | $20.9K | 0.00% | +70 | New |
| Smartleaf Asset Management LLC | 69 | $20.9K | 0.00% | +40+137.9% | Added |
| Quarry LP | 71 | $21.2K | 0.00% | −651−90.2% | Reduced |
| Global X Japan Co., Ltd. | 71 | $21.2K | 0.00% | +20+39.2% | Added |
| National Bank of Canada | 72 | $21.5K | 0.00% | −1,205−94.4% | Reduced |
| Delta Asset Management LLC | 78 | $23.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $25.4K | 0.00% | −49−36.6% | Reduced |
| Hantz Financial Services, Inc. | 96 | $29.0K | 0.00% | +88+1,100.0% | Added |
| Bessemer Group Inc | 106 | $31.0K | 0.00% | −2−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 107 | $31.9K | 0.00% | +107 | New |
| Battery Global Advisors, LLC | 119 | $35.5K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 121 | $36.0K | 0.00% | +121 | New |
| Westside Investment Management, Inc. | 121 | $36.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $36.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 127 | $37.9K | 0.01% | −79−38.3% | Reduced |
| Essex Investment Management Co LLC | 131 | $39.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 131 | $39.3K | 0.00% | +127+3,175.0% | Added |
| Rexford Capital Inc | 135 | $40.3K | 0.03% | +135 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 137 | $40.9K | 0.01% | +137 | New |
| Skopos Labs, Inc. | 145 | $43.2K | 0.01% | +78+116.4% | Added |
| Ancora Advisors, LLC | 150 | $44.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $45.0K | 0.00% | +60+68.2% | Added |
| Penserra Capital Management LLC | 166 | $49.0K | 0.00% | −1,064−86.5% | Reduced |
| BankPlus Trust Department | 169 | $50.4K | 0.01% | −20−10.6% | Reduced |
| Headlands Technologies LLC | 170 | $50.7K | 0.01% | +170 | New |
| SRS Capital Advisors, Inc. | 173 | $51.6K | 0.00% | −191−52.5% | Reduced |
| Kiker Wealth Management, LLC | 180 | $53.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 208 | $62.1K | 0.00% | +164+372.7% | Added |
| Reyes Financial Architecture, Inc. | 210 | $62.7K | 0.05% | −110−34.4% | Reduced |
| Ci Investments Inc. | 217 | $65.0K | 0.00% | −16−6.9% | Reduced |
