| Allworth Financial LP | 2 | $0 | 0.00% | −40−95.2% | Reduced |
| Massmutual Trust Co FSB | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 2 | $0 | 0.00% | +2 | New |
| Atticus Wealth Management, LLC | 4 | $1.00K | 0.00% | −393−99.0% | Reduced |
| Tarbox Family Office, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Lenox Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −85,580−100.0% | Reduced |
| Lindbrook Capital, LLC | 8 | $2.00K | 0.00% | −7−46.7% | Reduced |
| Lee Financial Co | 10 | $2.00K | 0.00% | +1+11.1% | Added |
| TD Private Client Wealth LLC | 9 | $2.24K | 0.00% | −35−79.5% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.74K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $3.00K | 0.00% | +6+120.0% | Added |
| Robeco Institutional Asset Management B.V. | 11 | $3.00K | 0.00% | +11 | New |
| Zions Bancorporation, N.A. | 14 | $3.00K | 0.00% | +14 | New |
| Shore Point Advisors, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 24 | $5.00K | 0.00% | +5+26.3% | Added |
| Prestige Wealth Management Group LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $5.00K | 0.00% | +3+15.8% | Added |
| Clearstead Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Delos Wealth Advisors, LLC | 23 | $6.00K | 0.01% | +23 | New |
| SRS Capital Advisors, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 27 | $7.00K | 0.00% | +7+35.0% | Added |
| CWM, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Covestor Ltd | 37 | $9.00K | 0.01% | +37 | New |
| Agf Investments Inc. | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $11.0K | 0.00% | +8+22.2% | Added |
| Wagner Wealth Management, LLC | 47 | $12.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 47 | $12.0K | 0.00% | +47 | New |
| Crewe Advisors LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 51 | $13.0K | 0.00% | +51 | New |
| Private Capital Group, LLC | 57 | $14.0K | 0.00% | −10−14.9% | Reduced |
| Rockbridge Investment Management, LCC | 69 | $17.0K | 0.00% | −11−13.8% | Reduced |
| Hanseatic Management Services Inc | 84 | $21.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 93 | $23.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $25.0K | 0.01% | −36−26.5% | Reduced |
| Winch Advisory Services, LLC | 101 | $25.0K | 0.01% | −20−16.5% | Reduced |
| Creative Financial Designs Inc | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 105 | $26.0K | 0.00% | +105 | New |
| TCI Wealth Advisors, Inc. | 112 | $28.0K | 0.00% | −1−0.9% | Reduced |
| Washington Trust Advisors, Inc. | 120 | $30.0K | 0.00% | +120 | New |
| AlphaCentric Advisors LLC | 135 | $34.0K | 0.01% | +135 | New |
| JJJ Advisors Inc. | 149 | $37.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 170 | $42.0K | 0.00% | −38−18.3% | Reduced |
| High Net Worth Advisory Group LLC | 200 | $50.0K | 0.02% | +200 | New |
| KB Financial Partners, LLC | 205 | $51.0K | 0.01% | +205 | New |
| Quadrant Capital Group LLC | 215 | $54.0K | 0.01% | +88+69.3% | Added |
| Fifth Third Bancorp | 223 | $56.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 250 | $62.0K | 0.00% | +250 | New |
| The PNC Financial Services Group, Inc. | 257 | $63.0K | 0.00% | +39+17.9% | Added |
| State of Wyoming | 264 | $66.0K | 0.03% | −38−12.6% | Reduced |
| Signaturefd, LLC | 285 | $71.0K | 0.00% | +109+61.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 300 | $75.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 307 | $76.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 323 | $79.0K | 0.00% | +37+12.9% | Added |
| National Bank of Canada | 316 | $79.0K | 0.00% | +316 | New |
| Penserra Capital Management LLC | 415 | $103.0K | 0.00% | −31,530−98.7% | Reduced |
| Belpointe Asset Management LLC | 442 | $110.0K | 0.01% | −130−22.7% | Reduced |
| GraniteShares Advisors LLC | 484 | $120.0K | 0.06% | +484 | New |
| Banque Cantonale Vaudoise | 485 | $121.0K | 0.00% | +176+57.0% | Added |
| Storebrand Asset Management AS | 506 | $126.1K | 0.00% | +506 | New |
| Northwestern Mutual Wealth Management Co | 508 | $127.0K | 0.00% | −9−1.7% | Reduced |
| American Portfolios Advisors | 540 | $134.5K | 0.00% | +540 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 613 | $153.0K | 0.00% | −4,422−87.8% | Reduced |
| Wolff Wiese Magana LLC | 639 | $159.0K | 0.10% | −64−9.1% | Reduced |
| CVA Family Office, LLC | 662 | $165.0K | 0.04% | +662 | New |
| Ellevest, Inc. | 666 | $166.0K | 0.01% | +77+13.1% | Added |
| AIA Group Ltd | 669 | $167.0K | 0.01% | +669 | New |
| Spire Wealth Management | 679 | $169.0K | 0.00% | −67−9.0% | Reduced |
| Advisors Asset Management, Inc. | 680 | $169.4K | 0.00% | +442+185.7% | Added |
| Catalyst Capital Advisors LLC | 700 | $174.0K | 0.01% | −300−30.0% | Reduced |
| Marshall Wace, LLP | 713 | $178.0K | 0.00% | +713 | New |
| Manchester Capital Management LLC | 721 | $180.0K | 0.02% | −1,213−62.7% | Reduced |
| Leonteq Securities AG | 748 | $186.4K | 0.01% | +748 | New |
| Steamboat Capital Partners, LLC | 766 | $191.0K | 0.06% | −77−9.1% | Reduced |
| Compagnie Lombard Odier SCmA | 800 | $199.0K | 0.00% | +800 | New |
| Vivid Financial Management, Inc. | 807 | $201.0K | 0.08% | −33−3.9% | Reduced |
| Federated Hermes, Inc. | 812 | $202.0K | 0.00% | −16,655−95.4% | Reduced |
| Patten Group, Inc. | 813 | $203.0K | 0.05% | +813 | New |
| Worth Venture Partners, LLC | 814 | $203.0K | 0.10% | +814 | New |
| Bleichroeder LP | 820 | $204.0K | 0.03% | +820 | New |
| Quantinno Capital Management LP | 826 | $206.0K | 0.04% | +826 | New |
| Turim 21 Investimentos Ltda. | 837 | $209.0K | 0.09% | +837 | New |
| Rockefeller Capital Management L.P. | 845 | $210.0K | 0.00% | −214−20.2% | Reduced |
| FirstPurpose Wealth LLC | 843 | $210.0K | 0.13% | +843 | New |
| Corient Capital Partners, LLC | 846 | $211.0K | 0.01% | +58+7.4% | Added |
| Stonnington Group, LLC | 1,000 | $212.0K | 0.05% | −50−4.8% | Reduced |
| Yorktown Management & Research Co Inc | 880 | $219.0K | 0.15% | 00.0% | Unchanged |
| Profund Advisors LLC | 892 | $222.0K | 0.01% | +103+13.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 890 | $222.0K | 0.01% | +890 | New |
| Assetmark, Inc | 900 | $224.0K | 0.00% | +900 | New |
| Azora Capital LP | 908 | $226.0K | 0.04% | −87,044−99.0% | Reduced |
| Toroso Investments, LLC | 910 | $227.0K | 0.01% | +138+17.9% | Added |
| Vestcor Inc | 921 | $229.0K | 0.01% | +921 | New |
