| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $137 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $205 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $206 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $274 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $342 | 0.00% | +3+150.0% | Added |
| Greenline Partners, LLC | 5 | $342 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $479 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $483 | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $548 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 11 | $753 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $822 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $822 | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11 | $1.00K | 0.00% | −23,140−100.0% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $1.30K | 0.00% | −36−65.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $1.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.51K | 0.00% | −2−8.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $1.51K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 23 | $1.57K | 0.00% | +17+283.3% | Added |
| Brown, Lisle/Cummings, Inc. | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $1.78K | 0.00% | +3+13.0% | Added |
| South Plains Financial, Inc. | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 30 | $2.06K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 31 | $2.12K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 32 | $2.19K | 0.00% | −280−89.7% | Reduced |
| Dunhill Financial, LLC | 32 | $2.21K | 0.00% | −4−11.1% | Reduced |
| Whipplewood Advisors, LLC | 65 | $2.26K | 0.00% | +32+97.0% | Added |
| Colonial Trust Co | 34 | $2.33K | 0.00% | −5−12.8% | Reduced |
| SBI Securities Co., Ltd. | 34 | $2.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $2.33K | 0.00% | +34 | New |
| Bruce G. Allen Investments, LLC | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 40 | $2.74K | 0.00% | +40 | New |
| Pinnacle Bancorp, Inc. | 40 | $2.74K | 0.00% | −25−38.5% | Reduced |
| WealthCollab, LLC | 40 | $2.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.74K | 0.00% | +5+14.3% | Added |
| Hantz Financial Services, Inc. | 42 | $3.00K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 46 | $3.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $3.83K | 0.00% | +56 | New |
| Skopos Labs, Inc. | 56 | $3.84K | 0.00% | +10+21.7% | Added |
| Ogorek Anthony Joseph | 68 | $4.00K | 0.00% | +68 | New |
| Delta Asset Management LLC | 62 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 65 | $4.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 69 | $4.73K | 0.00% | +3+4.5% | Added |
| Sachetta, LLC | 71 | $4.86K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 74 | $5.12K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 77 | $5.27K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 82 | $5.62K | 0.00% | −1−1.2% | Reduced |
| Bell Investment Advisors, Inc | 83 | $5.68K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 88 | $6.03K | 0.00% | +86+4,300.0% | Added |
| Aspect Partners, LLC | 95 | $6.51K | 0.00% | +31+48.4% | Added |
| JFS Wealth Advisors, LLC | 95 | $6.51K | 0.00% | +12+14.5% | Added |
| Mechanics Financial Corp | 98 | $6.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 98 | $6.71K | 0.00% | +98 | New |
| LRI Investments, LLC | 100 | $6.85K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $6.85K | 0.00% | +100 | New |
| Millstone Evans Group, LLC | 121 | $8.29K | 0.01% | +45+59.2% | Added |
| Larson Financial Group LLC | 136 | $9.31K | 0.00% | +136 | New |
| Glass Jacobson Investment Advisors llc | 136 | $9.41K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 163 | $11.2K | 0.00% | −26,822−99.4% | Reduced |
| Ancora Advisors, LLC | 170 | $11.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 181 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 185 | $12.7K | 0.01% | +3+1.6% | Added |
| North Star Investment Management Corp. | 189 | $12.9K | 0.00% | +99+110.0% | Added |
| Sound Income Strategies, LLC | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 248 | $17.0K | 0.00% | +97+64.2% | Added |
| Hemington Wealth Management | 267 | $18.0K | 0.00% | +43+19.2% | Added |
| Parkside Financial Bank & Trust | 273 | $18.7K | 0.00% | −9−3.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 296 | $20.3K | 0.00% | −55,767−99.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 300 | $20.5K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 314 | $22.0K | 0.00% | +314 | New |
| EverSource Wealth Advisors, LLC | 326 | $22.3K | 0.00% | +193+145.1% | Added |
| TD Private Client Wealth LLC | 329 | $22.5K | 0.00% | −21−6.0% | Reduced |
| Sentry Investment Management LLC | 390 | $25.0K | 0.02% | −116−22.9% | Reduced |
| Central Trust Co | 380 | $26.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 389 | $26.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $27.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 400 | $27.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 442 | $30.3K | 0.00% | +306+225.0% | Added |
| Investment Management Corp | 460 | $31.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 478 | $32.7K | 0.00% | −7−1.4% | Reduced |
| Rakuten Securities, Inc. | 500 | $34.2K | 0.02% | +500 | New |
| Quent Capital, LLC | 524 | $35.9K | 0.00% | −153−22.6% | Reduced |
| Tortoise Investment Management, LLC | 598 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 650 | $44.5K | 0.00% | −21,969−97.1% | Reduced |
| Clearstead Advisors, LLC | 706 | $48.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 707 | $48.5K | 0.00% | −52−6.9% | Reduced |
| Deseret Mutual Benefit Administrators | 735 | $50.3K | 0.02% | 00.0% | Unchanged |