| AdvisorNet Financial, Inc | 1,563 | $86.3K | 0.00% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 1,527 | $84.3K | 0.00% | +1,527 | New |
| Parkside Financial Bank & Trust | 1,415 | $78.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,382 | $76.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,288 | $71.1K | 0.07% | +1,288 | New |
| Cullen/Frost Bankers, Inc. | 1,231 | $68.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,182 | $65.3K | 0.00% | −1,830−60.8% | Reduced |
| New York State Common Retirement Fund | 1,059 | $58.5K | 0.00% | +147+16.1% | Added |
| WealthCollab, LLC | 921 | $50.9K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 840 | $46.4K | 0.01% | +840 | New |
| Hantz Financial Services, Inc. | 745 | $41.0K | 0.00% | −32−4.1% | Reduced |
| Assetmark, Inc | 720 | $39.8K | 0.00% | −43−5.6% | Reduced |
| City State Bank | 635 | $35.1K | 0.01% | −250−28.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 615 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 568 | $31.4K | 0.00% | +15+2.7% | Added |
| Smartleaf Asset Management LLC | 536 | $30.3K | 0.00% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 25,839 | $25.8K | 0.01% | +25,839 | New |
| WPG Advisers, LLC | 442 | $24.4K | 0.01% | +4+0.9% | Added |
| Vermillion Wealth Management, Inc. | 435 | $24.0K | 0.01% | −4−0.9% | Reduced |
| Creative Financial Designs Inc | 403 | $22.2K | 0.00% | +403 | New |
| N.E.W. Advisory Services LLC | 400 | $22.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $21.5K | 0.00% | +390 | New |
| Central Trust Co | 370 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 335 | $19.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 334 | $18.4K | 0.01% | +32+10.6% | Added |
| Danske Bank A/S | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 262 | $14.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $13.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 231 | $12.8K | 0.00% | +19+9.0% | Added |
| Covestor Ltd | 212 | $12.0K | 0.01% | +19+9.8% | Added |
| Atlantic Trust, LLC | 209 | $11.5K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 197 | $10.9K | 0.00% | +197 | New |
| Godfrey Financial Associates, Inc. | 155 | $8.56K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $8.01K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $7.73K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 139 | $7.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 126 | $6.96K | 0.00% | −43−25.4% | Reduced |
| Point Nemo Capital, LLC | 123 | $6.79K | 0.00% | +123 | New |
| SBI Securities Co., Ltd. | 114 | $6.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 111 | $6.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 109 | $6.02K | 0.00% | −25−18.7% | Reduced |
| SJS Investment Consulting Inc. | 105 | $5.80K | 0.00% | +86+452.6% | Added |
| JFS Wealth Advisors, LLC | 104 | $5.74K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 103 | $5.69K | 0.00% | −20−16.3% | Reduced |
| Costello Asset Management, INC | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $5.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $4.80K | 0.00% | +2+2.4% | Added |
| Action Point Financial Planning, LLC | 88 | $4.75K | 0.00% | +88 | New |
| Continuum Advisory, LLC | 83 | $4.58K | 0.00% | +83 | New |
| Essential Partners LLC | 81 | $4.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 66 | $3.65K | 0.00% | −10−13.2% | Reduced |
| Wall Street Access Asset Management, LLC | 63 | $3.48K | 0.00% | +63 | New |
| Farmers & Merchants Investments Inc | 62 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $3.37K | 0.00% | −32−34.4% | Reduced |
| Simplex Trading, LLC | 59 | $3.26K | 0.00% | −1,420−96.0% | Reduced |
| Navigoe, LLC | 65 | $3.00K | 0.00% | +8+14.0% | Added |
| Keating Financial Advisory Services, Inc. | 54 | $2.98K | 0.00% | +6+12.5% | Added |
| ZRC Wealth Management, LLC | 52 | $2.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $2.87K | 0.00% | +52 | New |
| Hilltop National Bank | 50 | $2.76K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 47 | $2.60K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 46 | $2.54K | 0.00% | −21−31.3% | Reduced |
| Bare Financial Services, Inc | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $2.00K | 0.00% | +18+75.0% | Added |
| Quent Capital, LLC | 35 | $1.93K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 34 | $1.88K | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 26 | $1.44K | 0.00% | +26 | New |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $1.22K | 0.00% | +3+15.8% | Added |
| Kilter Group LLC | 18 | $994 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $994 | 0.00% | +9+100.0% | Added |
| Manchester Capital Management LLC | 16 | $884 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $774 | 0.00% | −6−30.0% | Reduced |
| Ameriflex Group, Inc. | 11 | $607 | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 10 | $552 | 0.00% | −2−16.7% | Reduced |
| Massmutual Trust Co FSB | 9 | $497 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $387 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $387 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 6 | $331 | 0.00% | +2+50.0% | Added |
| DecisionPoint Financial, LLC | 5 | $277 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 2 | $110 | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $56 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $56 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $55 | 0.00% | −18−94.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $55 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −153,239−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −116,666−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −111,717−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −85,880−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −81,602−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −56,731−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −53,897−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −52,570−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,229−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −31,626−100.0% | Sold out |