| Union Bancaire Privee, UBP SA | 1,000 | $24 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $29 | 0.00% | +1 | Added |
| Activest Wealth Management | 1 | $30 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $31 | 0.00% | +1 | New |
| Rise Advisors, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $61 | 0.00% | +2 | New |
| Bokf, NA | 4 | $121 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $152 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $300 | 0.00% | −61−87.1% | Reduced |
| WestEnd Advisors, LLC | 10 | $303 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $363 | 0.00% | +12 | New |
| Rossby Financial, LCC | 12 | $363 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 15 | $425 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $452 | 0.00% | +16 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $454 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $514 | 0.00% | +17 | New |
| Colonial Trust Co | 18 | $545 | 0.00% | +6+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $635 | 0.00% | +13+162.5% | Added |
| UMA Financial Services, Inc. | 22 | $666 | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 24 | $726 | 0.00% | +17+242.9% | Added |
| TFC Financial Management | 28 | $847 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $938 | 0.00% | +8+34.8% | Added |
| Rialto Wealth Management, LLC | 33 | $999 | 0.00% | +33 | New |
| Penserra Capital Management LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $1.00K | 0.00% | −3−4.8% | Reduced |
| Ogorek Anthony Joseph | 56 | $1.00K | 0.00% | +56 | New |
| NBC Securities, Inc. | 58 | $1.00K | 0.00% | +58 | New |
| Ridgewood Investments LLC | 34 | $1.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $1.03K | 0.00% | +34 | New |
| Twin Peaks Wealth Advisors, LLC | 37 | $1.06K | 0.00% | +37 | New |
| Principia Wealth Advisory, LLC | 37 | $1.12K | 0.00% | +36+3,600.0% | Added |
| Prestige Wealth Management Group LLC | 38 | $1.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $1.27K | 0.00% | +7+20.0% | Added |
| Mount Yale Investment Advisors, LLC | 42 | $1.27K | 0.00% | +42 | New |
| Financially Speaking Inc | 42 | $1.27K | 0.00% | +42 | New |
| Anfield Capital Management, LLC | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 62 | $1.88K | 0.00% | +16+34.8% | Added |
| Howard Hughes Medical Institute | 62 | $1.88K | 0.00% | +62 | New |
| Glen Eagle Advisors, LLC | 62 | $1.88K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 63 | $1.91K | 0.00% | +63 | New |
| Abound Wealth Management | 64 | $1.94K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 64 | $1.94K | 0.00% | −145−69.4% | Reduced |
| Zions Bancorporation, National Association | 65 | $1.97K | 0.00% | +65 | New |
| Crewe Advisors LLC | 65 | $1.97K | 0.00% | +65 | New |
| South State Corp. | 66 | $2.00K | 0.00% | +50+312.5% | Added |
| GW&K Investment Management, LLC | 57 | $2.00K | 0.00% | −58−50.4% | Reduced |
| Kilter Group LLC | 67 | $2.03K | 0.00% | +67 | New |
| Creekmur Asset Management LLC | 75 | $2.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $2.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 78 | $2.36K | 0.00% | +2+2.6% | Added |
| Raffa Wealth Management, LLC | 80 | $2.42K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 88 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 88 | $2.66K | 0.00% | +48+120.0% | Added |
| Kiker Wealth Management, LLC | 90 | $2.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 92 | $2.78K | 0.00% | +27+41.5% | Added |
| Missouri Trust & Investment Co | 97 | $2.93K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 99 | $3.00K | 0.00% | +33+50.0% | Added |
| Asset Dedication, LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 103 | $3.12K | 0.00% | +31+43.1% | Added |
| Versant Capital Management, Inc | 105 | $3.18K | 0.00% | −24−18.6% | Reduced |
| Dogwood Wealth Management LLC | 121 | $3.76K | 0.00% | +121 | New |
| S&T Bank | 126 | $3.81K | 0.00% | +8+6.8% | Added |
| Fortitude Family Office, LLC | 131 | $3.96K | 0.00% | +131 | New |
| Strategic Investment Solutions, Inc. | 140 | $4.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 141 | $4.26K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $4.54K | 0.00% | −50−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 153 | $4.63K | 0.00% | +29+23.4% | Added |
| Golden State Wealth Management, LLC | 155 | $4.69K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $4.94K | 0.00% | −221−57.7% | Reduced |
| TSFG, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $5.29K | 0.00% | +13+8.0% | Added |
| Atlantic Trust, LLC | 186 | $5.63K | 0.00% | −58−23.8% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $5.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 192 | $5.81K | 0.00% | −94−32.9% | Reduced |
| Clear Street Markets LLC | 197 | $5.96K | 0.00% | +197 | New |
| Binnacle Investments Inc | 200 | $6.05K | 0.00% | +6+3.1% | Added |
| WPG Advisers, LLC | 202 | $6.11K | 0.01% | −152−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 205 | $6.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 201 | $6.27K | 0.00% | +73+57.0% | Added |
| Transce3nd, LLC | 212 | $6.41K | 0.00% | +5+2.4% | Added |
| First Horizon Advisors, Inc. | 226 | $6.84K | 0.00% | +19+9.2% | Added |
| Sherman Asset Management, Inc. | 243 | $7.35K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 246 | $7.44K | 0.00% | +246 | New |
| Security National Bank | 264 | $7.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 272 | $8.00K | 0.00% | +34+14.3% | Added |
| GHP Investment Advisors, Inc. | 266 | $8.04K | 0.00% | +266 | New |
| SRS Capital Advisors, Inc. | 278 | $8.41K | 0.00% | +15+5.7% | Added |
| Sound Income Strategies, LLC | 323 | $9.77K | 0.00% | −9,960−96.9% | Reduced |
| PrairieView Partners, LLC | 361 | $10.0K | 0.00% | +2+0.6% | Added |
| GWM Advisors LLC | 355 | $10.7K | 0.00% | +99+38.7% | Added |
| Spire Wealth Management | 364 | $11.0K | 0.00% | +199+120.6% | Added |
| Leonteq Securities AG | 391 | $11.8K | 0.00% | −23−5.6% | Reduced |
| Slocum, Gordon & Co LLP | 400 | $12.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 425 | $12.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 454 | $13.7K | 0.00% | +64+16.4% | Added |
| Manchester Capital Management LLC | 458 | $13.9K | 0.00% | +54+13.4% | Added |
| Gulf International Bank (UK) Ltd | 519 | $15.0K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 500 | $15.1K | 0.02% | −120−19.4% | Reduced |
| Key Financial Inc | 524 | $15.9K | 0.00% | 00.0% | Unchanged |