| Penserra Capital Management LLC | 15 | $0 | 0.00% | −358−96.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $105 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $158 | 0.00% | +2+200.0% | Added |
| Colonial Trust Co | 3 | $158 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 5 | $263 | 0.00% | +5 | New |
| Sierra Ocean, LLC | 6 | $316 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $317 | 0.00% | +6 | New |
| Allworth Financial LP | 8 | $366 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $369 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $369 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 8 | $422 | 0.00% | −3−27.3% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $477 | 0.00% | +4+66.7% | Added |
| Cornerstone Planning Group LLC | 12 | $541 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $685 | 0.00% | +13 | New |
| Capital A Wealth Management, LLC | 16 | $843 | 0.00% | +1+6.7% | Added |
| SOA Wealth Advisors, LLC. | 17 | $896 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $949 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $1.16K | 0.00% | −3−12.0% | Reduced |
| HHM Wealth Advisors, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.29K | 0.00% | +3+14.3% | Added |
| Ancora Advisors, LLC | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $1.48K | 0.00% | +27+2,700.0% | Added |
| Anchor Investment Management, LLC | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.74K | 0.00% | +24+266.7% | Added |
| MV Capital Management, Inc. | 35 | $1.85K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 37 | $1.95K | 0.03% | +37 | New |
| Bruce G. Allen Investments, LLC | 52 | $2.74K | 0.00% | −3−5.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 52 | $2.74K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 56 | $2.95K | 0.02% | +56 | New |
| Graybill Bartz & Assoc Ltd | 66 | $3.48K | 0.00% | +66 | New |
| High Note Wealth, LLC | 66 | $3.48K | 0.00% | +66 | New |
| Private Trust Co NA | 67 | $3.53K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 67 | $3.53K | 0.00% | +67 | New |
| JNBA Financial Advisors | 72 | $3.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 72 | $3.80K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 87 | $4.59K | 0.00% | −7−7.4% | Reduced |
| Cromwell Holdings LLC | 90 | $4.74K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $4.74K | 0.00% | −42−53.2% | Reduced |
| LMR Partners LLP | 100 | $5.27K | 0.00% | +100 | New |
| True Wealth Design, LLC | 122 | $6.43K | 0.00% | +100+454.5% | Added |
| Hollencrest Capital Management | 123 | $6.48K | 0.00% | +123 | New |
| Caitong International Asset Management Co., Ltd | 128 | $6.75K | 0.01% | +128 | New |
| Trust Co of Vermont | 129 | $6.80K | 0.00% | −9−6.5% | Reduced |
| Huntington National Bank | 129 | $6.80K | 0.00% | +80+163.3% | Added |
| Group One Trading, L.P. | 130 | $6.85K | 0.00% | +100+333.3% | Added |
| Capital Advisors, Ltd. LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $7.01K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 142 | $7.49K | 0.00% | +71+100.0% | Added |
| JFS Wealth Advisors, LLC | 155 | $8.17K | 0.00% | +15+10.7% | Added |
| Parkside Financial Bank & Trust | 169 | $8.71K | 0.00% | −5−2.9% | Reduced |
| Pineridge Advisors LLC | 174 | $9.15K | 0.00% | +1+0.6% | Added |
| CoreCap Advisors, LLC | 193 | $10.2K | 0.00% | +2+1.0% | Added |
| Prestige Wealth Management Group LLC | 198 | $10.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 204 | $10.8K | 0.00% | +204 | New |
| Truvestments Capital LLC | 209 | $11.0K | 0.00% | +1+0.5% | Added |
| Quadrant Capital Group LLC | 213 | $11.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 224 | $11.8K | 0.00% | +224 | New |
| SBI Securities Co., Ltd. | 225 | $11.9K | 0.00% | +79+54.1% | Added |
| Hemington Wealth Management | 233 | $12.0K | 0.00% | +77+49.4% | Added |
| Binnacle Investments Inc | 247 | $13.0K | 0.01% | +247 | New |
| Assetmark, Inc | 253 | $13.3K | 0.00% | +89+54.3% | Added |
| Spire Wealth Management | 267 | $14.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $15.3K | 0.00% | +107+58.5% | Added |
| Signaturefd, LLC | 298 | $15.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 337 | $17.0K | 0.00% | +31+10.1% | Added |
| Massmutual Trust Co FSB | 374 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 377 | $20.0K | 0.00% | −14−3.6% | Reduced |
| Sentry Investment Management LLC | 456 | $20.0K | 0.01% | +456 | New |
| Parvin Asset Management, LLC | 400 | $21.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 406 | $21.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 441 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 473 | $23.9K | 0.00% | −24−4.8% | Reduced |
| Parallel Advisors, LLC | 518 | $27.3K | 0.00% | +104+25.1% | Added |
| Federated Hermes, Inc. | 580 | $30.6K | 0.00% | +231+66.2% | Added |
| IFP Advisors, Inc | 697 | $36.7K | 0.00% | +572+457.6% | Added |
| Advisor Group Holdings, Inc. | 719 | $37.9K | 0.00% | −2,797−79.6% | Reduced |
| Farther Finance Advisors, LLC | 767 | $39.7K | 0.00% | −62−7.5% | Reduced |
| FNY Investment Advisers, LLC | 780 | $41.0K | 0.03% | +200+34.5% | Added |
| Northwestern Mutual Wealth Management Co | 801 | $42.2K | 0.00% | +518+183.0% | Added |
| CIBC Private Wealth Group, LLC | 1,023 | $44.8K | 0.00% | +116+12.8% | Added |
| Harbour Investments, Inc. | 916 | $48.3K | 0.00% | +2+0.2% | Added |
| Principal Securities, Inc. | 1,065 | $48.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 999 | $52.7K | 0.00% | +110+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $52.7K | 0.00% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,225 | $64.6K | 0.00% | +103+9.2% | Added |
| SRS Capital Advisors, Inc. | 1,226 | $64.6K | 0.00% | +1,226 | New |
| Ameritas Investment Partners, Inc. | 1,266 | $66.7K | 0.00% | −200−13.6% | Reduced |
| Intact Investment Management Inc. | 1,300 | $68.5K | 0.00% | −300−18.8% | Reduced |
| Boston Private Wealth LLC | 1,307 | $68.9K | 0.00% | +1,307 | New |
| Versant Capital Management, Inc | 1,346 | $70.9K | 0.01% | +1,031+327.3% | Added |