| Avion Wealth | 26 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $32 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $32 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $96 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $97 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 5 | $161 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5 | $161 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $161 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $225 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 8 | $257 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $290 | 0.00% | +9 | New |
| Quarry LP | 15 | $482 | 0.00% | −440−96.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 15 | $482 | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 19 | $610 | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 22 | $708 | 0.00% | +9+69.2% | Added |
| Northwestern Mutual Wealth Management Co | 23 | $739 | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 26 | $835 | 0.00% | +26 | New |
| CVA Family Office, LLC | 27 | $867 | 0.00% | +27 | New |
| Assetmark, Inc | 29 | $931 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $996 | 0.00% | +31 | New |
| Bare Financial Services, Inc | 36 | $1.16K | 0.00% | +36 | New |
| Hughes Financial Services, LLC | 37 | $1.19K | 0.00% | +4+12.1% | Added |
| Parkside Financial Bank & Trust | 50 | $1.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $1.61K | 0.00% | +50 | New |
| IFP Advisors, Inc | 72 | $2.31K | 0.00% | +38+111.8% | Added |
| Cornerstone Planning Group LLC | 115 | $3.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $3.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 134 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 145 | $4.66K | 0.00% | +5+3.6% | Added |
| Root Financial Partners, LLC | 163 | $5.24K | 0.00% | +143+715.0% | Added |
| J.Safra Asset Management Corp | 179 | $5.75K | 0.00% | +85+90.4% | Added |
| Optiver Holding B.V. | 186 | $5.97K | 0.00% | +80+75.5% | Added |
| Covestor Ltd | 185 | $6.00K | 0.00% | −591−76.2% | Reduced |
| CoreCap Advisors, LLC | 203 | $6.52K | 0.00% | +203 | New |
| Transamerica Financial Advisors, Inc. | 220 | $7.07K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 224 | $7.19K | 0.00% | −27−10.8% | Reduced |
| Farther Finance Advisors, LLC | 251 | $7.95K | 0.00% | +231+1,155.0% | Added |
| True Wealth Design, LLC | 293 | $9.41K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $9.64K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 326 | $10.0K | 0.00% | −228−41.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 336 | $10.8K | 0.00% | +336 | New |
| Larson Financial Group LLC | 354 | $11.4K | 0.00% | −740−67.6% | Reduced |
| Matrix Trust Co | 371 | $12.0K | 0.00% | +371 | New |
| Financial Management Professionals, Inc. | 428 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 440 | $14.1K | 0.01% | +383+671.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $14.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 488 | $15.7K | 0.00% | +488 | New |
| Twin Tree Management, LP | 507 | $16.3K | 0.00% | +507 | New |
| Advisor Group Holdings, Inc. | 626 | $20.1K | 0.00% | −53−7.8% | Reduced |
| Acadian Asset Management LLC | 703 | $22.0K | 0.00% | +703 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 699 | $22.5K | 0.00% | +699 | New |
| Hollencrest Capital Management | 716 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 749 | $24.1K | 0.00% | +284+61.1% | Added |
| Owl Creek Wealth Partners LLC | 755 | $24.3K | 0.01% | +755 | New |
| Signaturefd, LLC | 928 | $29.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,105 | $35.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,273 | $38.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,307 | $42.0K | 0.00% | +1,307 | New |
| Versant Capital Management, Inc | 1,376 | $44.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,438 | $46.2K | 0.00% | +209+17.0% | Added |
| Nisa Investment Advisors, LLC | 1,769 | $56.8K | 0.00% | +1,200+210.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,887 | $60.6K | 0.01% | −443−19.0% | Reduced |
| UMA Financial Services, Inc. | 1,954 | $62.8K | 0.01% | +29+1.5% | Added |
| GAMMA Investing LLC | 2,065 | $66.3K | 0.00% | +110+5.6% | Added |
| The PNC Financial Services Group, Inc. | 2,592 | $83.3K | 0.00% | +4+0.2% | Added |
| Quantbot Technologies LP | 2,604 | $83.6K | 0.00% | −86,588−97.1% | Reduced |
| US Bancorp | 3,408 | $109.5K | 0.00% | −700−17.0% | Reduced |
| Bayforest Capital Ltd | 3,426 | $110.0K | 0.12% | +3,426 | New |
| Ameritas Investment Partners, Inc. | 3,681 | $118.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,924 | $119.2K | 0.00% | +3,885+9,961.5% | Added |
| Fifth Third Bancorp | 4,135 | $132.8K | 0.00% | +1,395+50.9% | Added |
| Tower Research Capital LLC (TRC) | 4,137 | $132.9K | 0.00% | +3,014+268.4% | Added |
| State of Wyoming | 5,056 | $162.4K | 0.02% | +5,056 | New |
| EverSource Wealth Advisors, LLC | 5,064 | $162.7K | 0.00% | +4,465+745.4% | Added |
| State of Alaska, Department of Revenue | 5,204 | $167.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,336 | $203.5K | 0.00% | −3,522−35.7% | Reduced |
| ProShare Advisors LLC | 6,386 | $205.1K | 0.00% | −1,667−20.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,645 | $213.0K | 0.00% | +6,645 | New |
| Pictet Asset Management Holding SA | 6,791 | $218.1K | 0.00% | 00.0% | Unchanged |
| Englebert Financial Advisers, LLC | 6,870 | $220.7K | 0.25% | +6,870 | New |
| Bridgefront Capital, LLC | 6,894 | $221.4K | 0.06% | +6,894 | New |
| Able Wealth Management LLC | 10,861 | $229.0K | 0.06% | +10,861 | New |
| Swiss Life Asset Management Ltd | 7,171 | $230.3K | 0.00% | +7,171 | New |
| Cambria Investment Management, L.P. | 7,178 | $230.6K | 0.01% | +7,178 | New |
| Balboa Wealth Partners | 7,392 | $237.4K | 0.04% | +7,392 | New |
| CWM, LLC | 7,420 | $238.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,500 | $240.9K | 0.02% | +7,500 | New |
| Prelude Capital Management, LLC | 7,520 | $241.5K | 0.02% | +7,520 | New |
| Canada Pension Plan Investment Board | 7,600 | $244.1K | 0.00% | +400+5.6% | Added |
| Numerai GP LLC | 7,782 | $250.0K | 0.03% | +7,782 | New |
| Mercer Global Advisors Inc | 7,881 | $253.1K | 0.00% | −1,153−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,881 | $253.3K | 0.00% | −143−1.8% | Reduced |
| Truist Financial Corp | 8,147 | $261.7K | 0.00% | +8,147 | New |
| VARCOV Co. | 8,583 | $275.7K | 0.10% | +8,583 | New |
| Empowered Funds, LLC | 8,644 | $277.6K | 0.00% | +8,644 | New |
| Sanctuary Advisors, LLC | 8,805 | $282.8K | 0.00% | +3,245+58.4% | Added |
| Highland Capital Management, LLC | 8,932 | $286.9K | 0.02% | +8,932 | New |
| Oppenheimer Asset Management Inc. | 9,092 | $292.0K | 0.00% | +27+0.3% | Added |