| True Wealth Design, LLC | 1 | $418 | 0.00% | −14−93.3% | Reduced |
| Huntington National Bank | 1 | $418 | 0.00% | −11−91.7% | Reduced |
| SJS Investment Consulting Inc. | 1 | $418 | 0.00% | −1−50.0% | Reduced |
| Activest Wealth Management | 1 | $418 | 0.00% | −1−50.0% | Reduced |
| Global Retirement Partners, LLC | 1 | $418 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $418 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $418 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $836 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $836 | 0.00% | +2 | New |
| CVA Family Office, LLC | 2 | $836 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $1.25K | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $1.67K | 0.00% | +2+100.0% | Added |
| Whipplewood Advisors, LLC | 5 | $2.09K | 0.00% | −149−96.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5 | $2.39K | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 6 | $2.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $2.92K | 0.00% | −8−53.3% | Reduced |
| Tortoise Investment Management, LLC | 7 | $2.92K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 7 | $2.92K | 0.00% | +7 | New |
| WealthCollab, LLC | 7 | $2.92K | 0.00% | +7 | New |
| Bessemer Group Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $3.00K | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 8 | $3.34K | 0.00% | −1−11.1% | Reduced |
| TD Private Client Wealth LLC | 8 | $3.34K | 0.00% | +4+100.0% | Added |
| Ameritas Advisory Services, LLC | 8 | $3.34K | 0.00% | +8 | New |
| South State Corp. | 9 | $3.76K | 0.00% | −1−10.0% | Reduced |
| Fortitude Family Office, LLC | 9 | $3.76K | 0.00% | +3+50.0% | Added |
| Larson Financial Group LLC | 10 | $4.18K | 0.00% | −5−33.3% | Reduced |
| Altshuler Shaham Ltd | 10 | $4.18K | 0.00% | −1−9.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14 | $5.85K | 0.00% | −885−98.4% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $6.27K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $6.27K | 0.00% | +4+36.4% | Added |
| Massmutual Trust Co FSB | 16 | $6.68K | 0.00% | +14+700.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24 | $10.0K | 0.00% | +24 | New |
| Koesten, Hirschmann & Crabtree, INC. | 32 | $13.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 23 | $17.1K | 0.00% | −308−93.1% | Reduced |
| Harbour Investments, Inc. | 41 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $18.0K | 0.01% | −1−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48 | $20.1K | 0.00% | +48 | New |
| MetLife Investment Management | 49 | $20.5K | 0.00% | −5−9.3% | Reduced |
| Investors Research Corp | 50 | $20.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $21.7K | 0.02% | −306−85.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 60 | $25.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $28.4K | 0.00% | +18+36.0% | Added |
| Jones Financial Companies LLLP | 79 | $32.9K | 0.00% | +22+38.6% | Added |
| EverSource Wealth Advisors, LLC | 89 | $37.2K | 0.00% | +79+790.0% | Added |
| The PNC Financial Services Group, Inc. | 89 | $37.2K | 0.00% | −10−10.1% | Reduced |
| GAMMA Investing LLC | 93 | $38.9K | 0.00% | +64+220.7% | Added |
| KBC Group NV | 127 | $53.0K | 0.00% | −88−40.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 132 | $55.0K | 0.00% | +132 | New |
| Hemington Wealth Management | 137 | $57.0K | 0.01% | +4+3.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 142 | $59.3K | 0.00% | +12+9.2% | Added |
| Amalgamated Bank | 157 | $66.0K | 0.00% | −11−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 170 | $71.0K | 0.00% | +85+100.0% | Added |
| Covestor Ltd | 170 | $72.0K | 0.04% | +38+28.8% | Added |
| Farther Finance Advisors, LLC | 176 | $73.5K | 0.00% | +13+8.0% | Added |
| MAI Capital Management | 180 | $75.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 205 | $85.7K | 0.01% | −25−10.9% | Reduced |
| Lazard Asset Management LLC | 208 | $86.0K | 0.00% | +100+92.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 218 | $91.1K | 0.00% | +79+56.8% | Added |
| Skopos Labs, Inc. | 243 | $101.5K | 0.01% | +183+305.0% | Added |
| LGT Financial Advisors LLC | 250 | $104.5K | 0.27% | 00.0% | Unchanged |
| Ci Investments Inc. | 252 | $105.0K | 0.00% | −77−23.4% | Reduced |
| Geneos Wealth Management Inc. | 263 | $109.9K | 0.00% | +34+14.8% | Added |
| GWM Advisors LLC | 278 | $116.2K | 0.00% | −28−9.2% | Reduced |
| Ronald Blue Trust, Inc. | 279 | $116.6K | 0.00% | +32+13.0% | Added |
| Acadian Asset Management LLC | 283 | $118.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 311 | $130.0K | 0.00% | −139−30.9% | Reduced |
| Parallel Advisors, LLC | 356 | $148.7K | 0.00% | +191+115.8% | Added |
| US Bancorp | 375 | $156.7K | 0.00% | +82+28.0% | Added |
| Signaturefd, LLC | 396 | $165.5K | 0.00% | +112+39.4% | Added |
| Solstein Capital, LLC | 435 | $181.8K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 451 | $188.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 455 | $190.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 480 | $200.6K | 0.31% | −20−4.0% | Reduced |
| Marex Group plc | 480 | $200.6K | 0.00% | +480 | New |
| Wealth Enhancement Advisory Services, LLC | 443 | $201.9K | 0.00% | −425−49.0% | Reduced |
| Qsemble Capital Management, LP | 493 | $206.0K | 0.02% | −290−37.0% | Reduced |
| Erste Asset Management GmbH | 500 | $207.7K | 0.00% | +500 | New |
| Jain Global LLC | 500 | $208.9K | 0.00% | −400−44.4% | Reduced |
| Grove Street Fiduciary, LLC | 514 | $214.8K | 0.10% | +514 | New |
| Axq Capital, LP | 535 | $223.5K | 0.07% | +535 | New |
| Cambridge Investment Research Advisors, Inc. | 570 | $238.0K | 0.00% | +570 | New |
| Trustmark National Bank Trust Department | 600 | $250.7K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 602 | $251.5K | 0.00% | −57−8.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 620 | $259.1K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 627 | $262.2K | 0.09% | +627 | New |
| Two Sigma Securities, LLC | 644 | $269.1K | 0.03% | +644 | New |
| Pictet Asset Management Holding SA | 646 | $269.9K | 0.00% | +57+9.7% | Added |
| Cerity Partners LLC | 673 | $281.3K | 0.00% | +673 | New |
| Leuthold Group, LLC | 679 | $283.7K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 700 | $292.5K | 0.00% | +700 | New |
| Wells Fargo & Company | 711 | $296.9K | 0.00% | +2+0.3% | Added |
| Deutsche Bank AG | 711 | $297.1K | 0.00% | −265−27.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 724 | $302.5K | 0.00% | −821−53.1% | Reduced |
| Alliancebernstein L.P. | 754 | $315.0K | 0.00% | −447−37.2% | Reduced |
| Voleon Capital Management LP | 762 | $318.4K | 0.02% | +762 | New |
| Prudential Financial Inc | 769 | $321.3K | 0.00% | +113+17.2% | Added |
