| Quaker Wealth Management, LLC | 1 | $345 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $363 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $689 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $689 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $723 | 0.00% | −534−99.6% | Reduced |
| Cornerstone Planning Group LLC | 167 | $852 | 0.00% | +167 | New |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.03K | 0.00% | +1+50.0% | Added |
| Manchester Capital Management LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $1.03K | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 4 | $1.38K | 0.00% | −389−99.0% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.72K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 5 | $1.72K | 0.00% | +5 | New |
| IMG Wealth Management, Inc. | 5 | $1.72K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $2.41K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $2.41K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $2.41K | 0.00% | +1+16.7% | Added |
| Tortoise Investment Management, LLC | 7 | $2.41K | 0.00% | +1+16.7% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $2.75K | 0.00% | +8 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $2.75K | 0.00% | +8 | New |
| Transce3nd, LLC | 10 | $2.84K | 0.03% | −300−96.8% | Reduced |
| Cloud Capital Management, LLC | 9 | $3.00K | 0.00% | +9 | New |
| First Pacific Financial | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $3.44K | 0.00% | +10 | New |
| Salomon & Ludwin, LLC | 10 | $3.53K | 0.00% | +10 | New |
| Caitlin John, LLC | 11 | $3.79K | 0.00% | +11 | New |
| Atlantic Trust, LLC | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $4.13K | 0.00% | +1+9.1% | Added |
| FSA Wealth Management LLC | 13 | $4.48K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $4.48K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 14 | $4.82K | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 16 | $5.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $5.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $5.86K | 0.00% | +4+30.8% | Added |
| Strategic Wealth Partners, Ltd. | 19 | $6.54K | 0.00% | +19 | New |
| Asset Dedication, LLC | 20 | $6.89K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $6.89K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 22 | $7.58K | 0.00% | +22 | New |
| Plato Investment Management Ltd | 23 | $7.86K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 23 | $7.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $8.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $8.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 26 | $8.95K | 0.00% | +5+23.8% | Added |
| Park Square Financial Group, LLC | 28 | $9.64K | 0.04% | −16−36.4% | Reduced |
| Frazier Financial Advisors, LLC | 28 | $9.64K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 32 | $10.9K | 0.01% | +32 | New |
| JFS Wealth Advisors, LLC | 33 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 36 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $13.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $13.8K | 0.00% | +3+8.1% | Added |
| Massmutual Trust Co FSB | 44 | $15.2K | 0.00% | −5−10.2% | Reduced |
| Global X Japan Co., Ltd. | 49 | $16.9K | 0.00% | −22−31.0% | Reduced |
| Optimum Investment Advisors | 50 | $17.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 51 | $17.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 55 | $18.9K | 0.00% | +43+358.3% | Added |
| Aster Capital Management (DIFC) Ltd | 57 | $19.6K | 0.01% | +38+200.0% | Added |
| Rise Advisors, LLC | 57 | $19.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $22.0K | 0.00% | +4+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 66 | $22.4K | 0.00% | +66 | New |
| Huntington National Bank | 66 | $22.7K | 0.00% | −170−72.0% | Reduced |
| SJS Investment Consulting Inc. | 66 | $22.7K | 0.00% | +60+1,000.0% | Added |
| Central Trust Co | 70 | $24.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $25.8K | 0.00% | +75 | New |
| Delta Asset Management LLC | 78 | $26.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $29.6K | 0.00% | +1+1.2% | Added |
| Smartleaf Asset Management LLC | 92 | $31.2K | 0.00% | +23+33.3% | Added |
| Root Financial Partners, LLC | 96 | $33.1K | 0.00% | +96 | New |
| Ameritas Advisory Services, LLC | 100 | $34.4K | 0.00% | −7−6.5% | Reduced |
| Richardson Financial Services Inc. | 100 | $34.4K | 0.02% | +55+122.2% | Added |
| Group One Trading, L.P. | 100 | $34.4K | 0.00% | +100 | New |
| True Wealth Design, LLC | 106 | $36.5K | 0.01% | +104+5,200.0% | Added |
| Quarry LP | 113 | $38.9K | 0.01% | +42+59.2% | Added |
| Battery Global Advisors, LLC | 119 | $41.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 121 | $41.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 121 | $42.0K | 0.00% | +15+14.2% | Added |
| Hazlett, Burt & Watson, Inc. | 125 | $43.0K | 0.02% | +125 | New |
| Essex Investment Management Co LLC | 131 | $45.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 131 | $45.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 133 | $45.8K | 0.02% | +119+850.0% | Added |
| Rossby Financial, LCC | 128 | $46.5K | 0.02% | +70+120.7% | Added |
| Rexford Capital Inc | 135 | $46.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 147 | $50.6K | 0.00% | +127+635.0% | Added |
| Ancora Advisors, LLC | 150 | $51.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 152 | $52.0K | 0.00% | +31+25.6% | Added |
| Employees Retirement System of Texas | 153 | $53.0K | 0.00% | +153 | New |
| Penserra Capital Management LLC | 167 | $57.0K | 0.00% | +1+0.6% | Added |
| BankPlus Trust Department | 169 | $58.2K | 0.02% | 00.0% | Unchanged |