| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $64 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $128 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $192 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 4 | $250 | 0.00% | +4 | New |
| Trust Co | 4 | $258 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5 | $312 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $321 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $385 | 0.00% | +2+50.0% | Added |
| Zions Bancorporation, National Association | 6 | $385 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $448 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 8 | $513 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $577 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $660 | 0.00% | +9+900.0% | Added |
| UMA Financial Services, Inc. | 11 | $706 | 0.00% | −11−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $706 | 0.00% | +11 | New |
| NBT Bank N A | 12 | $769 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $770 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $770 | 0.00% | +5+71.4% | Added |
| Picton Mahoney Asset Management | 13 | $833 | 0.00% | −9,586−99.9% | Reduced |
| Kilter Group LLC | 14 | $898 | 0.00% | −7−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 15 | $961 | 0.00% | −27−64.3% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $962 | 0.00% | +4+36.4% | Added |
| Manchester Capital Management LLC | 16 | $1.03K | 0.00% | −8−33.3% | Reduced |
| Sunbelt Securities, Inc. | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 16 | $1.03K | 0.00% | +16 | New |
| Cassaday & Co Wealth Management LLC | 19 | $1.22K | 0.00% | +19 | New |
| Clearstead Advisors, LLC | 20 | $1.28K | 0.00% | −947−97.9% | Reduced |
| Rialto Wealth Management, LLC | 20 | $1.28K | 0.00% | +6+42.9% | Added |
| St Germain D J Co Inc | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 22 | $1.41K | 0.00% | +22 | New |
| Bare Financial Services, Inc | 24 | $1.54K | 0.00% | −31−56.4% | Reduced |
| Fortitude Family Office, LLC | 25 | $1.60K | 0.00% | +1+4.2% | Added |
| Nemes Rush Group LLC | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $1.79K | 0.00% | −95−77.2% | Reduced |
| Torren Management, LLC | 30 | $1.89K | 0.00% | −236−88.7% | Reduced |
| Godfrey Financial Associates, Inc. | 33 | $2.12K | 0.00% | −1−2.9% | Reduced |
| Hilton Head Capital Partners, LLC | 36 | $2.31K | 0.00% | −1−2.7% | Reduced |
| Bell Investment Advisors, Inc | 41 | $2.63K | 0.00% | −14−25.5% | Reduced |
| IMA Wealth, Inc. | 44 | $2.82K | 0.00% | −1−2.2% | Reduced |
| WealthCollab, LLC | 46 | $2.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $2.95K | 0.00% | +8+21.1% | Added |
| Intentional Wealth Strategies, LLC | 47 | $3.01K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 51 | $3.27K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 54 | $3.46K | 0.00% | +54 | New |
| Assetmark, Inc | 61 | $3.88K | 0.00% | −70−53.4% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 62 | $4.23K | 0.00% | −574−90.3% | Reduced |
| WPG Advisers, LLC | 67 | $4.29K | 0.00% | +67 | New |
| Spire Wealth Management | 69 | $4.42K | 0.00% | −8−10.4% | Reduced |
| Private Wealth Management Group, LLC | 80 | $5.13K | 0.00% | −23−22.3% | Reduced |
| CVA Family Office, LLC | 82 | $5.26K | 0.00% | +82 | New |
| Optiver Holding B.V. | 87 | $5.58K | 0.00% | −232−72.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 92 | $6.01K | 0.00% | +92 | New |
| Northwestern Mutual Wealth Management Co | 100 | $6.41K | 0.00% | −339−77.2% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 104 | $6.68K | 0.00% | −75−41.9% | Reduced |
| J.Safra Asset Management Corp | 117 | $7.50K | 0.00% | +55+88.7% | Added |
| Massmutual Trust Co FSB | 118 | $7.56K | 0.00% | −9−7.1% | Reduced |
| True Wealth Design, LLC | 120 | $7.69K | 0.00% | −119−49.8% | Reduced |
| Ares Financial Consulting, LLC | 144 | $9.01K | 0.01% | +144 | New |
| Tacita Capital Inc | 141 | $9.04K | 0.01% | +141 | New |
| Rothschild Investment LLC | 142 | $9.10K | 0.00% | +6+4.4% | Added |
| Eastern Bank | 154 | $9.87K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 186 | $11.9K | 0.00% | −7−3.6% | Reduced |
| Bessemer Group Inc | 182 | $12.0K | 0.00% | −64−26.0% | Reduced |
| Root Financial Partners, LLC | 199 | $12.8K | 0.00% | −40−16.7% | Reduced |
| Signaturefd, LLC | 231 | $14.8K | 0.00% | −13−5.3% | Reduced |
| Los Angeles Capital Management LLC | 236 | $15.1K | 0.00% | −2,717−92.0% | Reduced |
| Essential Partners LLC | 239 | $15.3K | 0.01% | −573−70.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 240 | $15.4K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 267 | $17.1K | 0.01% | +267 | New |
| LRI Investments, LLC | 286 | $18.3K | 0.00% | −893−75.7% | Reduced |
| Farther Finance Advisors, LLC | 313 | $19.6K | 0.00% | +29+10.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 332 | $21.3K | 0.00% | +291+709.8% | Added |
| Kemnay Advisory Services Inc. | 347 | $22.2K | 0.00% | +200+136.1% | Added |
| Sterling Capital Management LLC | 354 | $22.7K | 0.00% | −13−3.5% | Reduced |
| MAI Capital Management | 369 | $23.6K | 0.00% | +204+123.6% | Added |
| Richardson Financial Services Inc. | 384 | $24.6K | 0.02% | −67−14.9% | Reduced |
| Basecamp Wealth Advisors LLC | 390 | $25.0K | 0.01% | −38−8.9% | Reduced |
| Smartleaf Asset Management LLC | 409 | $26.6K | 0.00% | −1,692−80.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 451 | $28.9K | 0.00% | −17−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 455 | $29.2K | 0.00% | +2+0.4% | Added |
| Advisory Services Network, LLC | 465 | $29.8K | 0.00% | +465 | New |
| Allworth Financial LP | 470 | $30.1K | 0.00% | −57−10.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 515 | $33.0K | 0.00% | +27+5.5% | Added |
| SRS Capital Advisors, Inc. | 615 | $39.4K | 0.00% | −916−59.8% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $39.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 631 | $40.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 639 | $41.0K | 0.00% | −343−34.9% | Reduced |
| C M Bidwell & Associates Ltd | 721 | $46.2K | 0.02% | −233−24.4% | Reduced |
| Hantz Financial Services, Inc. | 755 | $48.0K | 0.00% | +49+6.9% | Added |
| Versant Capital Management, Inc | 752 | $48.2K | 0.00% | +497+194.9% | Added |
