| Avion Wealth | 26 | $0 | 0.00% | −27−50.9% | Reduced |
| Altshuler Shaham Ltd | 1 | $15 | 0.00% | −539−99.8% | Reduced |
| Dunhill Financial, LLC | 1 | $26 | 0.00% | −1−50.0% | Reduced |
| PlanVest Financial, Inc | 2 | $30 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 2 | $36 | 0.00% | −8−80.0% | Reduced |
| International Assets Investment Management, LLC | 5 | $75 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $91 | 0.00% | +5+500.0% | Added |
| Wealth Preservation Advisors, LLC | 6 | $91 | 0.00% | +6 | New |
| Elequin Capital LP | 13 | $197 | 0.00% | −23−63.9% | Reduced |
| Owl Creek Wealth Partners LLC | 15 | $228 | 0.00% | +15 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $258 | 0.00% | −99−85.3% | Reduced |
| Raffa Wealth Management, LLC | 17 | $258 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $320 | 0.00% | +3+16.7% | Added |
| SWAN Capital LLC | 22 | $334 | 0.00% | −1−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $379 | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 25 | $380 | 0.00% | −44−63.8% | Reduced |
| North Star Investment Management Corp. | 28 | $425 | 0.00% | −23−45.1% | Reduced |
| Bare Financial Services, Inc | 29 | $440 | 0.00% | −45−60.8% | Reduced |
| MV Capital Management, Inc. | 29 | $440 | 0.00% | +16+123.1% | Added |
| Fortitude Family Office, LLC | 34 | $516 | 0.00% | +34 | New |
| Transamerica Financial Advisors, Inc. | 36 | $546 | 0.00% | −20−35.7% | Reduced |
| UMA Financial Services, Inc. | 39 | $592 | 0.00% | +15+62.5% | Added |
| Brown, Lisle/Cummings, Inc. | 64 | $971 | 0.00% | +64 | New |
| Capital Advisors, Ltd. LLC | 44 | $1.00K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 67 | $1.02K | 0.00% | +67 | New |
| Activest Wealth Management | 77 | $1.17K | 0.00% | +70+1,000.0% | Added |
| SJS Investment Consulting Inc. | 87 | $1.32K | 0.00% | +64+278.3% | Added |
| Main Street Group, LTD | 97 | $1.47K | 0.00% | +97 | New |
| Geneos Wealth Management Inc. | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $1.72K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 120 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $1.88K | 0.00% | −105−45.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 142 | $2.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 150 | $2.28K | 0.00% | −1,025−87.2% | Reduced |
| SBI Securities Co., Ltd. | 161 | $2.44K | 0.00% | +10+6.6% | Added |
| Umb Bank N A | 179 | $2.71K | 0.00% | +179 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $3.88K | 0.00% | +256 | New |
| True Wealth Design, LLC | 278 | $4.22K | 0.00% | +164+143.9% | Added |
| Federation des caisses Desjardins du Quebec | 284 | $4.31K | 0.00% | −139−32.9% | Reduced |
| Los Angeles Capital Management LLC | 321 | $4.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 383 | $5.81K | 0.00% | +48+14.3% | Added |
| Covestor Ltd | 370 | $6.00K | 0.00% | +84+29.4% | Added |
| JNBA Financial Advisors | 400 | $6.07K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 488 | $7.40K | 0.00% | −423−46.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $7.45K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 508 | $7.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 526 | $7.98K | 0.00% | +526 | New |
| IFP Advisors, Inc | 553 | $8.39K | 0.00% | −87−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 573 | $8.69K | 0.00% | −2,049−78.1% | Reduced |
| Assetmark, Inc | 577 | $8.75K | 0.00% | +532+1,182.2% | Added |
| Clear Street Markets LLC | 597 | $9.06K | 0.00% | +597 | New |
| Rothschild Investment LLC | 633 | $9.60K | 0.00% | −1,203−65.5% | Reduced |
| Essential Partners LLC | 667 | $10.1K | 0.00% | −1,664−71.4% | Reduced |
| RMG Wealth Management LLC | 525 | $11.2K | 0.00% | +525 | New |
| Signaturefd, LLC | 760 | $11.5K | 0.00% | +358+89.1% | Added |
| Nicholas Company, Inc. | 761 | $11.5K | 0.00% | −247−24.5% | Reduced |
| Root Financial Partners, LLC | 939 | $14.2K | 0.00% | +939 | New |
| RWM Asset Management, LLC | 1,020 | $15.5K | 0.00% | +1,020 | New |
| Nisa Investment Advisors, LLC | 1,022 | $15.5K | 0.00% | −54−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,157 | $17.6K | 0.00% | +581+100.9% | Added |
| Financial Management Professionals, Inc. | 1,289 | $19.6K | 0.00% | +1,289 | New |
| Parallel Advisors, LLC | 1,300 | $19.7K | 0.00% | +242+22.9% | Added |
| GAMMA Investing LLC | 1,354 | $20.5K | 0.00% | +997+279.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,361 | $20.6K | 0.00% | +208+18.0% | Added |
| Advisory Services Network, LLC | 1,405 | $21.3K | 0.00% | +1,405 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,462 | $22.2K | 0.00% | +457+45.5% | Added |
| Quadrant Capital Group LLC | 1,546 | $23.5K | 0.00% | +251+19.4% | Added |
| EverSource Wealth Advisors, LLC | 1,728 | $26.2K | 0.00% | +1,367+378.7% | Added |
| Farther Finance Advisors, LLC | 1,862 | $28.0K | 0.00% | +912+96.0% | Added |
| Richardson Financial Services Inc. | 2,163 | $32.8K | 0.02% | +845+64.1% | Added |
| KBC Group NV | 2,261 | $34.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,307 | $35.0K | 0.02% | −746−24.4% | Reduced |
| Optiver Holding B.V. | 2,325 | $35.3K | 0.00% | +1,981+575.9% | Added |
| GWM Advisors LLC | 2,528 | $38.4K | 0.00% | +2,528 | New |
| Advisor Group Holdings, Inc. | 2,533 | $38.4K | 0.00% | −160−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,550 | $38.7K | 0.00% | −85−3.2% | Reduced |
| National Bank of Canada | 2,582 | $39.2K | 0.00% | +2,582 | New |
| Freestone Grove Partners LP | 3,410 | $51.7K | 0.00% | +3,410 | New |
| State of Alaska, Department of Revenue | 3,554 | $53.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,542 | $53.7K | 0.00% | +290+8.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,652 | $55.4K | 0.00% | +820+29.0% | Added |
| Toronto Dominion Bank | 4,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,294 | $65.1K | 0.01% | +4,294 | New |
| Allworth Financial LP | 4,506 | $68.4K | 0.00% | +3,081+216.2% | Added |
| MAI Capital Management | 4,902 | $74.4K | 0.00% | +415+9.2% | Added |
| Versant Capital Management, Inc | 4,928 | $74.8K | 0.01% | +4,446+922.4% | Added |
| Bayforest Capital Ltd | 4,967 | $75.3K | 0.08% | +2,344+89.4% | Added |
| Tower Research Capital LLC (TRC) | 5,236 | $79.4K | 0.00% | +3,040+138.4% | Added |
| Ameritas Investment Partners, Inc. | 6,386 | $96.9K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,162 | $109.0K | 0.00% | +7,162 | New |
| Mirae Asset Global Investments Co., Ltd. | 7,230 | $109.7K | 0.00% | −1,507−17.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,835 | $118.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,448 | $121.9K | 0.00% | +1,183+16.3% | Added |
| Public Employees Retirement Association of Colorado | 8,180 | $124.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,375 | $127.0K | 0.00% | +8,375 | New |
| Cambridge Investment Research Advisors, Inc. | 10,145 | $154.0K | 0.00% | −251−2.4% | Reduced |
| Citizens Financial Group Inc | 10,315 | $156.5K | 0.00% | −1,043−9.2% | Reduced |
| Captrust Financial Advisors | 10,316 | $156.5K | 0.00% | +10,316 | New |
