| Principal Securities, Inc. | 1,170 | $55.3K | 0.00% | +38+3.4% | Added |
| US Bancorp | 1,156 | $54.7K | 0.00% | −1,218−51.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $51.5K | 0.00% | −2,900−72.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,017 | $48.1K | 0.03% | +1,016+101,600.0% | Added |
| Anchor Investment Management, LLC | 1,000 | $47.3K | 0.00% | −250−20.0% | Reduced |
| Eastern Bank | 1,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 867 | $41.0K | 0.00% | −563−39.4% | Reduced |
| EverSource Wealth Advisors, LLC | 836 | $39.5K | 0.00% | +229+37.7% | Added |
| GWM Advisors LLC | 784 | $37.1K | 0.00% | +2+0.3% | Added |
| Simplex Trading, LLC | 765 | $36.0K | 0.00% | +765 | New |
| FNY Investment Advisers, LLC | 682 | $32.0K | 0.01% | +682 | New |
| Versant Capital Management, Inc | 602 | $28.5K | 0.00% | −124−17.1% | Reduced |
| Leonteq Securities AG | 602 | $28.5K | 0.00% | +172+40.0% | Added |
| Hantz Financial Services, Inc. | 594 | $28.0K | 0.00% | +401+207.8% | Added |
| GAMMA Investing LLC | 550 | $26.0K | 0.00% | −543−49.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 494 | $23.4K | 0.00% | +494 | New |
| Clearstead Advisors, LLC | 462 | $21.8K | 0.00% | −73−13.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 458 | $21.7K | 0.01% | +458 | New |
| MAI Capital Management | 436 | $20.6K | 0.00% | +105+31.7% | Added |
| Allworth Financial LP | 415 | $19.6K | 0.00% | +171+70.1% | Added |
| Financial Consulate, Inc | 387 | $18.3K | 0.00% | +387 | New |
| Capital Advisors, Ltd. LLC | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 338 | $16.0K | 0.00% | +338 | New |
| Farther Finance Advisors, LLC | 322 | $15.2K | 0.00% | +230+250.0% | Added |
| Rise Advisors, LLC | 322 | $15.2K | 0.01% | +1+0.3% | Added |
| American National Bank | 309 | $14.6K | 0.00% | +309 | New |
| Binnacle Investments Inc | 286 | $13.5K | 0.01% | +286 | New |
| Massmutual Trust Co FSB | 281 | $13.3K | 0.00% | +76+37.1% | Added |
| Wealthspire Advisors, LLC | 280 | $13.2K | 0.00% | +280 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 276 | $13.1K | 0.00% | −11,789−97.7% | Reduced |
| Root Financial Partners, LLC | 269 | $12.7K | 0.00% | +269 | New |
| Tanglewood Legacy Advisors, LLC | 260 | $12.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 239 | $11.3K | 0.00% | +238+23,800.0% | Added |
| TD Private Client Wealth LLC | 238 | $11.3K | 0.00% | −5,284−95.7% | Reduced |
| Cornerstone Planning Group LLC | 268 | $11.1K | 0.00% | +260+3,250.0% | Added |
| Steward Partners Investment Advisory, LLC | 210 | $9.93K | 0.00% | −114−35.2% | Reduced |
| CX Institutional | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 183 | $8.65K | 0.00% | +183 | New |
| CoreCap Advisors, LLC | 171 | $8.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 162 | $7.66K | 0.00% | −139−46.2% | Reduced |
| AdvisorNet Financial, Inc | 150 | $7.09K | 0.00% | +150 | New |
| Larson Financial Group LLC | 133 | $6.29K | 0.00% | +80+150.9% | Added |
| Hemington Wealth Management | 137 | $6.00K | 0.00% | −41−23.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 117 | $6.00K | 0.00% | +117 | New |
| Huntington National Bank | 121 | $5.72K | 0.00% | +5+4.3% | Added |
| Mather Group, LLC. | 118 | $5.58K | 0.00% | +118 | New |
| Farmers & Merchants Investments Inc | 111 | $5.25K | 0.00% | +4+3.7% | Added |
| J.Safra Asset Management Corp | 107 | $5.06K | 0.00% | −118−52.4% | Reduced |
| SOA Wealth Advisors, LLC. | 90 | $4.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $4.16K | 0.00% | −5−5.4% | Reduced |
| Brown Brothers Harriman & Co | 87 | $4.11K | 0.00% | +87 | New |
| SBI Securities Co., Ltd. | 75 | $3.55K | 0.00% | +38+102.7% | Added |
| GPS Wealth Strategies Group, LLC | 65 | $3.07K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 48 | $2.26K | 0.00% | +48 | New |
| Private Trust Co NA | 45 | $2.13K | 0.00% | +45 | New |
| Aventura Private Wealth, LLC | 44 | $2.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 43 | $2.02K | 0.00% | +12+38.7% | Added |
| Geneos Wealth Management Inc. | 30 | $1.42K | 0.00% | −18−37.5% | Reduced |
| Horizon Investments, LLC | 30 | $1.42K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 29 | $1.37K | 0.00% | +16+123.1% | Added |
| Montag A & Associates Inc | 27 | $1.27K | 0.00% | +2+8.0% | Added |
| Retirement Wealth Solutions LLC | 23 | $1.09K | 0.00% | +23 | New |
| Financial Management Professionals, Inc. | 21 | $997 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $851 | 0.00% | −23−56.1% | Reduced |
| Cromwell Holdings LLC | 16 | $760 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $757 | 0.00% | −4−21.1% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $615 | 0.00% | −5−27.8% | Reduced |
| Bell Investment Advisors, Inc | 11 | $521 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $473 | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $473 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 8 | $379 | 0.00% | −6−42.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $378 | 0.00% | +3+60.0% | Added |
| ZRC Wealth Management, LLC | 7 | $332 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $331 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $284 | 0.00% | −25−80.6% | Reduced |
| SJS Investment Consulting Inc. | 3 | $142 | 0.00% | −9−75.0% | Reduced |
| American Capital Advisory, LLC | 3 | $142 | 0.00% | +3 | New |
| North Capital, Inc. | 3 | $142 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $34 | 0.00% | −39−97.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $6 | 0.00% | −34−100.0% | Reduced |
| Cloud Capital Management, LLC | 16 | $0 | 0.00% | +16 | New |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −665,900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −440,157−100.0% | Sold out |
| Hudson Way Capital Management LLC | 0 | $0 | 0.00% | −376,353−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −231,492−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −159,515−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −158,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −126,965−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −78,166−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −54,403−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −34,335−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −34,039−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −30,314−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,025−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,597−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −22,877−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −21,072−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −16,745−100.0% | Sold out |