| National Bank of Canada | 8,800 | $0 | 0.00% | +8,800 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 3 | $120 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 5 | $201 | 0.00% | +5 | New |
| Berkshire Capital Holdings Inc | 10 | $402 | 0.00% | −120,400−100.0% | Reduced |
| Investors Research Corp | 10 | $402 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 10 | $417 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 11 | $442 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 13 | $522 | 0.00% | +13 | New |
| Archer Investment Corp | 15 | $602 | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 19 | $764 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 22 | $884 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $884 | 0.00% | +22 | New |
| TD Private Client Wealth LLC | 23 | $924 | 0.00% | +23 | New |
| Winthrop Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Sierra Ocean, LLC | 25 | $1.00K | 0.00% | +25 | New |
| LRI Investments, LLC | 30 | $1.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $1.37K | 0.00% | +34 | New |
| SWAN Capital LLC | 37 | $1.49K | 0.00% | +37 | New |
| Boston Private Wealth LLC | 43 | $1.73K | 0.00% | +43 | New |
| Quarry LP | 48 | $1.93K | 0.00% | −822−94.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $2.01K | 0.00% | +50 | New |
| WealthCollab, LLC | 52 | $2.09K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 53 | $2.13K | 0.00% | +22+71.0% | Added |
| Huntington National Bank | 55 | $2.21K | 0.00% | +40+266.7% | Added |
| Colonial Trust Co | 57 | $2.29K | 0.00% | −10−14.9% | Reduced |
| Parkside Financial Bank & Trust | 60 | $2.41K | 0.00% | +60 | New |
| Armstrong Advisory Group, Inc | 36 | $2.42K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 65 | $2.61K | 0.00% | +65 | New |
| True Wealth Design, LLC | 71 | $2.85K | 0.00% | +4+6.0% | Added |
| WPG Advisers, LLC | 77 | $3.09K | 0.00% | −39−33.6% | Reduced |
| Bell Investment Advisors, Inc | 82 | $3.29K | 0.00% | +12+17.1% | Added |
| Quadrant Capital Group LLC | 83 | $3.33K | 0.00% | +16+23.9% | Added |
| Marshall Investment Management, LLC | 85 | $3.41K | 0.00% | +85 | New |
| SRS Capital Advisors, Inc. | 87 | $3.50K | 0.00% | +87 | New |
| MCF Advisors LLC | 91 | $3.65K | 0.00% | −22−19.5% | Reduced |
| Golden State Wealth Management, LLC | 92 | $3.69K | 0.00% | +24+35.3% | Added |
| Sandy Spring Bank | 100 | $4.02K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 107 | $4.30K | 0.00% | −4−3.6% | Reduced |
| Highline Wealth Partners LLC | 110 | $4.42K | 0.00% | +110 | New |
| Westside Investment Management, Inc. | 110 | $4.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $4.74K | 0.00% | +118 | New |
| GPS Wealth Strategies Group, LLC | 120 | $4.82K | 0.00% | +120 | New |
| Bessemer Group Inc | 115 | $5.00K | 0.00% | −10−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 125 | $5.02K | 0.00% | +14+12.6% | Added |
| Smartleaf Asset Management LLC | 135 | $5.47K | 0.00% | −105−43.8% | Reduced |
| Sunbelt Securities, Inc. | 149 | $5.98K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 150 | $6.02K | 0.00% | −19,139−99.2% | Reduced |
| Wolff Wiese Magana LLC | 150 | $6.02K | 0.00% | +150 | New |
| Fortitude Family Office, LLC | 154 | $6.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 158 | $6.34K | 0.00% | −19−10.7% | Reduced |
| Skopos Labs, Inc. | 159 | $6.39K | 0.00% | +130+448.3% | Added |
| Decker Retirement Planning Inc. | 166 | $6.67K | 0.00% | +166 | New |
| EverSource Wealth Advisors, LLC | 168 | $6.75K | 0.00% | +128+320.0% | Added |
| Covestor Ltd | 179 | $7.00K | 0.00% | −183−50.6% | Reduced |
| Berbice Capital Management LLC | 200 | $8.03K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 246 | $9.88K | 0.00% | +246 | New |
| MAI Capital Management | 248 | $9.96K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 269 | $10.8K | 0.00% | −3,356−92.6% | Reduced |
| Rothschild Investment LLC | 275 | $11.0K | 0.00% | +85+44.7% | Added |
| HM Payson & Co | 315 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 331 | $13.3K | 0.00% | −269−44.8% | Reduced |
| NBC Securities, Inc. | 363 | $14.0K | 0.00% | +363 | New |
| Cloud Capital Management, LLC | 364 | $14.0K | 0.01% | +364 | New |
| TFC Financial Management | 367 | $14.7K | 0.00% | +68+22.7% | Added |
| Whittier Trust Co of Nevada Inc | 388 | $15.6K | 0.00% | −130−25.1% | Reduced |
| Inlight Wealth Management, LLC | 431 | $17.3K | 0.01% | +431 | New |
| Ci Investments Inc. | 440 | $18.0K | 0.00% | +169+62.4% | Added |
| Farther Finance Advisors, LLC | 435 | $18.1K | 0.00% | +316+265.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 472 | $19.0K | 0.00% | +357+310.4% | Added |
| Strategic Investment Solutions, Inc. | 500 | $20.1K | 0.01% | +500 | New |
| Hexagon Capital Partners LLC | 530 | $21.3K | 0.00% | −20−3.6% | Reduced |
| Signaturefd, LLC | 531 | $21.3K | 0.00% | +330+164.2% | Added |
| Versant Capital Management, Inc | 575 | $23.1K | 0.00% | +575 | New |
| ORG Partners LLC | 580 | $24.2K | 0.01% | +580 | New |
| Pension & Wealth Management Advisors, Inc. | 615 | $24.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 616 | $24.7K | 0.01% | +252+69.2% | Added |
| Northwestern Mutual Wealth Management Co | 631 | $25.3K | 0.00% | +631 | New |
| CoreCap Advisors, LLC | 643 | $25.8K | 0.00% | +643 | New |
| Coldstream Capital Management Inc | 653 | $26.2K | 0.00% | +653 | New |
| Mirae Asset Global Investments Co., Ltd. | 677 | $27.4K | 0.00% | +677 | New |
| Harbour Investments, Inc. | 727 | $29.2K | 0.00% | +727 | New |
| Brown Brothers Harriman & Co | 1,046 | $42.0K | 0.00% | −34−3.1% | Reduced |
| Credit Agricole S A | 1,100 | $44.2K | 0.00% | −34,594−96.9% | Reduced |
| Principal Securities, Inc. | 668 | $44.9K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,275 | $51.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,300 | $52.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $52.2K | 0.02% | +1,300 | New |
| Larson Financial Group LLC | 1,386 | $55.7K | 0.00% | +245+21.5% | Added |
| Asset Management One Co.,Ltd. | 1,508 | $60.6K | 0.00% | −1,370−47.6% | Reduced |
| Manchester Capital Management LLC | 1,600 | $64.3K | 0.01% | +1,600 | New |
| Cranbrook Wealth Management, LLC | 1,609 | $64.6K | 0.02% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,743 | $70.0K | 0.05% | −919−34.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,950 | $78.3K | 0.02% | +1,900+3,800.0% | Added |
| GAMMA Investing LLC | 1,982 | $79.6K | 0.01% | +1,008+103.5% | Added |
| Jones Financial Companies LLLP | 2,211 | $89.6K | 0.00% | +2,113+2,156.1% | Added |
| Aventura Private Wealth, LLC | 2,273 | $91.3K | 0.05% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,790 | $98.8K | 0.02% | +575+47.3% | Added |
| Assetmark, Inc | 2,477 | $99.5K | 0.00% | −2,138−46.3% | Reduced |
