| Atlantic Union Bankshares Corp | 0 | $4 | 0.00% | 0 | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $125 | 0.00% | −32−97.0% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $125 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $126 | 0.00% | −401−99.8% | Reduced |
| HFM Investment Advisors, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $184 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $251 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $251 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $251 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 2 | $251 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $377 | 0.00% | −3−50.0% | Reduced |
| Essential Partners LLC | 5 | $627 | 0.00% | −127−96.2% | Reduced |
| Rakuten Securities, Inc. | 5 | $627 | 0.00% | −1−16.7% | Reduced |
| Basecamp Wealth Advisors LLC | 6 | $752 | 0.00% | +6 | New |
| Rachor Investment Advisory Services, LLC | 6 | $753 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $878 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Bogart Wealth, LLC | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Quent Capital, LLC | 8 | $1.00K | 0.00% | +7+700.0% | Added |
| Keating Financial Advisory Services, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Central Trust Co | 9 | $1.13K | 0.00% | +9 | New |
| Spire Wealth Management | 10 | $1.25K | 0.00% | −604−98.4% | Reduced |
| CVA Family Office, LLC | 10 | $1.25K | 0.00% | −3−23.1% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $1.25K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $1.25K | 0.00% | +10 | New |
| Key Financial Inc | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.63K | 0.00% | +3+30.0% | Added |
| Godfrey Financial Associates, Inc. | 13 | $1.63K | 0.00% | +13 | New |
| Aster Capital Management (DIFC) Ltd | 14 | $1.75K | 0.00% | −361−96.3% | Reduced |
| Optima Capital LLC | 14 | $1.75K | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 16 | $2.01K | 0.00% | −47−74.6% | Reduced |
| Rossby Financial, LCC | 23 | $2.88K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 24 | $3.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $3.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $3.26K | 0.00% | +26 | New |
| Zions Bancorporation, National Association | 28 | $3.51K | 0.00% | +28 | New |
| Marquette Asset Management, LLC | 30 | $3.76K | 0.00% | +15+100.0% | Added |
| SBI Securities Co., Ltd. | 31 | $3.89K | 0.00% | −53−63.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $4.39K | 0.00% | −45−56.3% | Reduced |
| Salomon & Ludwin, LLC | 39 | $4.90K | 0.00% | +33+550.0% | Added |
| MAI Capital Management | 41 | $5.14K | 0.00% | −47−53.4% | Reduced |
| Farmers & Merchants Investments Inc | 41 | $5.14K | 0.00% | +2+5.1% | Added |
| Harbour Investments, Inc. | 41 | $5.14K | 0.00% | +41 | New |
| Greenline Wealth Management LLC | 41 | $5.16K | 0.01% | +41 | New |
| Plato Investment Management Ltd | 41 | $5.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 42 | $5.26K | 0.00% | −18−30.0% | Reduced |
| Private Trust Co NA | 42 | $5.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 42 | $5.27K | 0.00% | −44−51.2% | Reduced |
| SageView Advisory Group, LLC | 46 | $5.77K | 0.00% | +46 | New |
| Ameriflex Group, Inc. | 50 | $6.27K | 0.00% | −50−50.0% | Reduced |
| Private Wealth Management Group, LLC | 60 | $7.52K | 0.00% | +13+27.7% | Added |
| Elequin Capital LP | 61 | $7.65K | 0.00% | +61 | New |
| EverSource Wealth Advisors, LLC | 65 | $8.15K | 0.00% | −187−74.2% | Reduced |
| WPG Advisers, LLC | 74 | $9.28K | 0.01% | −35−32.1% | Reduced |
| Parkside Financial Bank & Trust | 76 | $9.53K | 0.00% | +11+16.9% | Added |
| IFP Advisors, Inc | 80 | $10.0K | 0.00% | −2−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 84 | $10.5K | 0.00% | +1+1.2% | Added |
| C M Bidwell & Associates Ltd | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $10.8K | 0.00% | +45+109.8% | Added |
| Elyxium Wealth, LLC | 90 | $11.3K | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 115 | $14.4K | 0.00% | −49−29.9% | Reduced |
| Crewe Advisors LLC | 117 | $14.7K | 0.00% | +20+20.6% | Added |
| Kemnay Advisory Services Inc. | 134 | $16.8K | 0.00% | +134 | New |
| Eurizon Capital SGR S.p.A. | 140 | $17.7K | 0.00% | +140 | New |
| Smartleaf Asset Management LLC | 141 | $17.9K | 0.00% | −42−23.0% | Reduced |
| Versant Capital Management, Inc | 157 | $19.7K | 0.00% | −147−48.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 169 | $21.2K | 0.00% | −74−30.5% | Reduced |
| Brown Brothers Harriman & Co | 169 | $21.2K | 0.00% | +169 | New |
| SRS Capital Advisors, Inc. | 177 | $22.2K | 0.00% | −6,894−97.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189 | $23.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 209 | $26.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $27.6K | 0.00% | −367−62.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 246 | $30.8K | 0.00% | +246 | New |
| Group One Trading, L.P. | 249 | $31.2K | 0.00% | +249 | New |
| Farther Finance Advisors, LLC | 255 | $32.0K | 0.00% | −397−60.9% | Reduced |
| FNY Investment Advisers, LLC | 288 | $36.0K | 0.01% | +288 | New |
| Signaturefd, LLC | 299 | $37.5K | 0.00% | −278−48.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 308 | $38.6K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 313 | $39.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 326 | $40.9K | 0.00% | +82+33.6% | Added |
| Jones Financial Companies LLLP | 327 | $41.0K | 0.00% | +284+660.5% | Added |
| Allworth Financial LP | 354 | $44.4K | 0.00% | −11,302−97.0% | Reduced |
| Quadrant Capital Group LLC | 361 | $45.3K | 0.00% | −3,206−89.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 400 | $50.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 423 | $53.0K | 0.00% | −413−49.4% | Reduced |
| Fifth Third Bancorp | 425 | $53.3K | 0.00% | −61−12.6% | Reduced |
| Torren Management, LLC | 441 | $55.3K | 0.03% | +441 | New |
| Reyes Financial Architecture, Inc. | 477 | $59.8K | 0.04% | −31−6.1% | Reduced |
| Danske Bank A/S | 500 | $62.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 536 | $67.2K | 0.00% | +536 | New |
| State of Wyoming | 557 | $69.8K | 0.01% | +360+182.7% | Added |
| TD Private Client Wealth LLC | 612 | $76.7K | 0.00% | +18+3.0% | Added |
| Hantz Financial Services, Inc. | 626 | $78.0K | 0.00% | +369+143.6% | Added |
| Ronald Blue Trust, Inc. | 681 | $85.4K | 0.00% | −438−39.1% | Reduced |
