| LRI Investments, LLC | 1 | $84 | 0.00% | −69−98.6% | Reduced |
| Zions Bancorporation, National Association | 1 | $84 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $168 | 0.00% | −80−97.6% | Reduced |
| HFM Investment Advisors, LLC | 2 | $168 | 0.00% | +2 | New |
| Fairman Group, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $251 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $336 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $503 | 0.00% | +6 | New |
| CVA Family Office, LLC | 6 | $503 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $503 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $586 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $754 | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $838 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $922 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 11 | $923 | 0.00% | +3+37.5% | Added |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $1.00K | 0.00% | −13−52.0% | Reduced |
| Global Financial Private Client, LLC | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| Hughes Financial Services, LLC | 12 | $1.01K | 0.00% | +12 | New |
| Allworth Financial LP | 16 | $1.22K | 0.00% | −4−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $1.34K | 0.00% | −3−15.8% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $2.01K | 0.00% | +24 | New |
| Sunbelt Securities, Inc. | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $2.93K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $3.10K | 0.00% | −3−7.5% | Reduced |
| Headlands Technologies LLC | 38 | $3.18K | 0.00% | −2,769−98.6% | Reduced |
| Optiver Holding B.V. | 38 | $3.18K | 0.00% | +38 | New |
| Westside Investment Management, Inc. | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 41 | $3.41K | 0.00% | −25−37.9% | Reduced |
| First Horizon Advisors, Inc. | 42 | $3.52K | 0.00% | −36−46.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 43 | $3.60K | 0.00% | +43 | New |
| Mather Group, LLC. | 45 | $3.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.94K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 55 | $4.00K | 0.00% | −6,473−99.2% | Reduced |
| High Note Wealth, LLC | 59 | $4.94K | 0.00% | +9+18.0% | Added |
| JFS Wealth Advisors, LLC | 62 | $5.20K | 0.00% | −4−6.1% | Reduced |
| Bryn Mawr Trust Co | 67 | $5.61K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 74 | $6.20K | 0.00% | −19−20.4% | Reduced |
| Rothschild Investment LLC | 75 | $6.28K | 0.00% | −5−6.3% | Reduced |
| Compagnie Lombard Odier SCmA | 82 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 95 | $7.00K | 0.00% | +9+10.5% | Added |
| Huntington National Bank | 90 | $7.54K | 0.00% | +50+125.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 94 | $7.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $8.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $8.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $8.80K | 0.00% | +27+34.6% | Added |
| Lindbrook Capital, LLC | 112 | $9.38K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 113 | $9.47K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $10.2K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 123 | $10.3K | 0.00% | +123 | New |
| Fortitude Family Office, LLC | 124 | $10.4K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 138 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 150 | $12.6K | 0.01% | +150 | New |
| WealthCollab, LLC | 174 | $14.6K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 179 | $15.0K | 0.00% | +13+7.8% | Added |
| Wayfinding Financial, LLC | 186 | $15.0K | 0.01% | +186 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $17.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 215 | $18.0K | 0.01% | −1,771−89.2% | Reduced |
| Signaturefd, LLC | 223 | $18.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 233 | $19.5K | 0.01% | −87−27.2% | Reduced |
| Umb Bank N A | 264 | $22.1K | 0.00% | +108+69.2% | Added |
| Bessemer Group Inc | 272 | $23.0K | 0.00% | +39+16.7% | Added |
| Bell Investment Advisors, Inc | 276 | $23.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 307 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 343 | $29.0K | 0.00% | +5+1.5% | Added |
| Medallion Wealth Advisors, LLC | 355 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 421 | $35.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 431 | $36.1K | 0.00% | −77−15.2% | Reduced |
| Principal Securities, Inc. | 415 | $36.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 450 | $37.0K | 0.00% | +450 | New |
| Quadrant Capital Group LLC | 452 | $37.9K | 0.00% | +4+0.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 472 | $39.5K | 0.01% | +15+3.3% | Added |
| Skopos Labs, Inc. | 500 | $41.9K | 0.01% | +454+987.0% | Added |
| Versant Capital Management, Inc | 550 | $46.1K | 0.01% | +340+161.9% | Added |
| EverSource Wealth Advisors, LLC | 586 | $49.1K | 0.00% | +56+10.6% | Added |
| Ronald Blue Trust, Inc. | 612 | $51.3K | 0.00% | −186−23.3% | Reduced |
| Brown Shipley& Co Ltd | 640 | $53.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 648 | $54.3K | 0.00% | +4+0.6% | Added |
| Spire Wealth Management | 700 | $58.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 733 | $61.4K | 0.00% | +51+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 735 | $61.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 803 | $67.3K | 0.00% | +803 | New |
| HWG Holdings LP | 862 | $72.2K | 0.03% | +862 | New |
| C M Bidwell & Associates Ltd | 943 | $79.0K | 0.05% | −27−2.8% | Reduced |
| Hexagon Capital Partners LLC | 945 | $79.2K | 0.01% | −45−4.5% | Reduced |
| Close Asset Management Ltd | 1,012 | $85.0K | 0.00% | −185−15.5% | Reduced |
| Smartleaf Asset Management LLC | 1,025 | $85.2K | 0.01% | −47−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $87.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,086 | $91.0K | 0.00% | +1,086 | New |
| CIBC Private Wealth Group, LLC | 1,383 | $97.6K | 0.00% | −103−6.9% | Reduced |
| Raiffeisen Bank International AG | 1,270 | $105.6K | 0.00% | +133+11.7% | Added |
| Ci Investments Inc. | 1,340 | $112.0K | 0.00% | −20−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,450 | $121.5K | 0.00% | −680−31.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,552 | $130.0K | 0.00% | +1,552 | New |
| Platinum Investment Management Ltd | 1,617 | $135.5K | 0.01% | +1,129+231.4% | Added |
