| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Atlantic Union Bankshares Corp | 0 | $5 | 0.00% | 0 | New |
| Turning Point Benefit Group, Inc. | 1 | $185 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $189 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $378 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $378 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 3 | $391 | 0.00% | −3−50.0% | Reduced |
| North Star Investment Management Corp. | 3 | $566 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $566 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 3 | $566 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $567 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $944 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $944 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $944 | 0.00% | +3+150.0% | Added |
| JPL Wealth Management, LLC | 5 | $944 | 0.00% | +5 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $1.08K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.12K | 0.00% | +1+20.0% | Added |
| Larson Financial Group LLC | 6 | $1.13K | 0.00% | −105−94.6% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.13K | 0.00% | +5+500.0% | Added |
| Creative Financial Designs Inc | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.32K | 0.00% | +3+75.0% | Added |
| CoreCap Advisors, LLC | 8 | $1.51K | 0.00% | −50−86.2% | Reduced |
| Byrne Asset Management LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $1.51K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $1.89K | 0.00% | −2−16.7% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $2.00K | 0.00% | −1,845−99.6% | Reduced |
| High Note Wealth, LLC | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $2.45K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $2.83K | 0.00% | +15 | New |
| Mather Group, LLC. | 23 | $4.34K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 24 | $4.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $4.72K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34 | $6.00K | 0.00% | +23+209.1% | Added |
| TD Waterhouse Canada Inc. | 33 | $6.13K | 0.00% | −2−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $7.36K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 41 | $7.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $7.74K | 0.00% | −4−8.9% | Reduced |
| Private Trust Co NA | 42 | $7.93K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 43 | $8.18K | 0.00% | +12+38.7% | Added |
| Private Wealth Management Group, LLC | 47 | $8.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 60 | $11.3K | 0.00% | +60 | New |
| Caitong International Asset Management Co., Ltd | 63 | $11.9K | 0.01% | +63 | New |
| Parkside Financial Bank & Trust | 65 | $12.3K | 0.00% | −22−25.3% | Reduced |
| Hemington Wealth Management | 70 | $13.0K | 0.00% | −1−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 73 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $15.1K | 0.00% | −5−5.9% | Reduced |
| IFP Advisors, Inc | 82 | $15.5K | 0.00% | −58−41.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 83 | $15.7K | 0.00% | +83 | New |
| SBI Securities Co., Ltd. | 84 | $15.9K | 0.00% | −66−44.0% | Reduced |
| Smithfield Trust Co | 85 | $16.0K | 0.00% | +85 | New |
| C M Bidwell & Associates Ltd | 85 | $16.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 86 | $16.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 88 | $16.6K | 0.00% | −10−10.2% | Reduced |
| Crewe Advisors LLC | 97 | $18.3K | 0.00% | +97 | New |
| Ameriflex Group, Inc. | 100 | $18.9K | 0.01% | +50+100.0% | Added |
| Wealthspire Advisors, LLC | 103 | $19.4K | 0.00% | +103 | New |
| WPG Advisers, LLC | 109 | $20.6K | 0.02% | −4−3.5% | Reduced |
| Ci Investments Inc. | 115 | $22.0K | 0.00% | −13−10.2% | Reduced |
| Essential Partners LLC | 132 | $24.9K | 0.01% | +39+41.9% | Added |
| Advisors Asset Management, Inc. | 148 | $27.9K | 0.00% | −26−14.9% | Reduced |
| Rise Advisors, LLC | 160 | $30.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 183 | $35.3K | 0.00% | −664−78.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189 | $35.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 197 | $37.2K | 0.00% | −5−2.5% | Reduced |
| Banque Cantonale Vaudoise | 209 | $39.0K | 0.00% | +209 | New |
| Manchester Capital Management LLC | 220 | $41.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 243 | $45.9K | 0.00% | +74+43.8% | Added |
| Assetmark, Inc | 244 | $46.1K | 0.00% | +236+2,950.0% | Added |
| Advisory Services Network, LLC | 247 | $46.6K | 0.00% | +247 | New |
| EverSource Wealth Advisors, LLC | 252 | $47.6K | 0.00% | −19−7.0% | Reduced |
| Hantz Financial Services, Inc. | 257 | $49.0K | 0.00% | +118+84.9% | Added |
| Principal Securities, Inc. | 260 | $49.1K | 0.00% | −68−20.7% | Reduced |
| True Wealth Design, LLC | 286 | $54.0K | 0.02% | +203+244.6% | Added |
| Optiver Holding B.V. | 291 | $54.9K | 0.00% | +112+62.6% | Added |
| LSV Asset Management | 300 | $57.0K | 0.00% | +300 | New |
| Migdal Insurance & Financial Holdings Ltd. | 304 | $57.0K | 0.00% | +304 | New |
| Versant Capital Management, Inc | 304 | $57.4K | 0.01% | +9+3.1% | Added |
| Measured Wealth Private Client Group, LLC | 308 | $58.1K | 0.02% | +308 | New |
| Employees Retirement System of Texas | 313 | $59.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 322 | $60.8K | 0.02% | +322 | New |
| Hazlett, Burt & Watson, Inc. | 352 | $66.0K | 0.02% | +240+214.3% | Added |
| Aster Capital Management (DIFC) Ltd | 375 | $70.8K | 0.04% | +375 | New |
| Whittier Trust Co of Nevada Inc | 400 | $72.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 402 | $75.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 448 | $84.6K | 0.04% | +448 | New |
| Fifth Third Bancorp | 486 | $91.7K | 0.00% | +1+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 494 | $93.0K | 0.00% | −2,393−82.9% | Reduced |
| Danske Bank A/S | 500 | $94.4K | 0.00% | −46−8.4% | Reduced |
| Reyes Financial Architecture, Inc. | 508 | $95.9K | 0.07% | −55−9.8% | Reduced |
| Clearstead Advisors, LLC | 570 | $107.6K | 0.00% | −81−12.4% | Reduced |
| Signaturefd, LLC | 577 | $108.9K | 0.00% | +20+3.6% | Added |
