| Close Asset Management Ltd | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $140 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $281 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $350 | 0.03% | −2,584−99.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $421 | 0.00% | −2−40.0% | Reduced |
| Parkside Financial Bank & Trust | 3 | $421 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $421 | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $421 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $561 | 0.00% | −1−20.0% | Reduced |
| Assetmark, Inc | 6 | $841 | 0.00% | +6 | New |
| Hemington Wealth Management | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Sunbelt Securities, Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.68K | 0.00% | +1+9.1% | Added |
| Bell Investment Advisors, Inc | 12 | $1.68K | 0.00% | +3+33.3% | Added |
| Harbour Investments, Inc. | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 15 | $2.10K | 0.00% | +15 | New |
| Park Square Financial Group, LLC | 16 | $2.24K | 0.00% | +16 | New |
| Northwestern Mutual Wealth Management Co | 18 | $2.52K | 0.00% | −10−35.7% | Reduced |
| LGT Financial Advisors LLC | 18 | $2.52K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $3.08K | 0.00% | +6+37.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $4.07K | 0.00% | +14+93.3% | Added |
| Continuum Advisory, LLC | 32 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32 | $4.49K | 0.00% | +4+14.3% | Added |
| Smartleaf Asset Management LLC | 37 | $5.17K | 0.00% | −5−11.9% | Reduced |
| Sterling Capital Management LLC | 38 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 40 | $5.61K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 43 | $6.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $6.17K | 0.00% | −1−2.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 44 | $6.17K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 45 | $6.31K | 0.00% | +31+221.4% | Added |
| Versant Capital Management, Inc | 46 | $6.45K | 0.00% | +4+9.5% | Added |
| C M Bidwell & Associates Ltd | 47 | $6.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $7.01K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 52 | $7.29K | 0.00% | −1,278−96.1% | Reduced |
| Rothschild Investment LLC | 52 | $7.29K | 0.00% | +29+126.1% | Added |
| Pacific Center for Financial Services | 52 | $7.29K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $7.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $7.99K | 0.00% | +1+1.8% | Added |
| Golden State Wealth Management, LLC | 58 | $8.13K | 0.00% | +58 | New |
| Iron Horse Wealth Management, LLC | 60 | $8.41K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $8.55K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 61 | $8.59K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 62 | $8.66K | 0.01% | +62 | New |
| Federation des caisses Desjardins du Quebec | 66 | $9.26K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 68 | $9.54K | 0.00% | −20,651−99.7% | Reduced |
| Clearstead Advisors, LLC | 79 | $11.1K | 0.00% | −908−92.0% | Reduced |
| Farther Finance Advisors, LLC | 80 | $11.2K | 0.00% | −23−22.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $11.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 89 | $12.5K | 0.01% | +89 | New |
| Bessemer Group Inc | 101 | $14.0K | 0.00% | +52+106.1% | Added |
| Point72 Asset Management, L.P. | 101 | $14.2K | 0.00% | +101 | New |
| Steward Partners Investment Advisory, LLC | 105 | $14.7K | 0.00% | −587−84.8% | Reduced |
| Allworth Financial LP | 105 | $14.8K | 0.00% | +50+90.9% | Added |
| Brown, Lisle/Cummings, Inc. | 110 | $15.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 113 | $15.8K | 0.00% | +39+52.7% | Added |
| Ci Investments Inc. | 138 | $19.0K | 0.00% | +37+36.6% | Added |
| Fortitude Family Office, LLC | 140 | $19.6K | 0.01% | +140 | New |
| Coppell Advisory Solutions LLC | 148 | $20.7K | 0.00% | +148 | New |
| WealthCollab, LLC | 156 | $21.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $22.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 202 | $28.3K | 0.00% | +202 | New |
| Caitong International Asset Management Co., Ltd | 208 | $29.2K | 0.03% | +208 | New |
| Parallel Advisors, LLC | 218 | $30.6K | 0.00% | +17+8.5% | Added |
| Painted Porch Advisors LLC | 222 | $31.1K | 0.02% | +97+77.6% | Added |
| Quarry LP | 226 | $31.7K | 0.01% | −213−48.5% | Reduced |
| First Horizon Advisors, Inc. | 232 | $32.5K | 0.00% | −34−12.8% | Reduced |
| TD Private Client Wealth LLC | 235 | $33.0K | 0.00% | −22−8.6% | Reduced |
| Catalyst Capital Advisors LLC | 280 | $39.3K | 0.00% | +280 | New |
| GAMMA Investing LLC | 281 | $39.4K | 0.00% | +26+10.2% | Added |
| Manchester Capital Management LLC | 286 | $40.1K | 0.00% | +66+30.0% | Added |
| Hoey Investments, Inc | 300 | $42.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 306 | $42.9K | 0.00% | +12+4.1% | Added |
| CIBC Private Wealth Group, LLC | 322 | $43.3K | 0.00% | +10+3.2% | Added |
| Proequities, Inc. | 321 | $45.3K | 0.00% | −398−55.4% | Reduced |
| Quadrant Capital Group LLC | 333 | $46.7K | 0.00% | +156+88.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $51.9K | 0.02% | +170+85.0% | Added |
| Bayforest Capital Ltd | 371 | $52.0K | 0.07% | +371 | New |
| Johnson Financial Group, Inc. | 385 | $53.7K | 0.00% | +385 | New |
| Fifth Third Bancorp | 391 | $54.8K | 0.00% | +99+33.9% | Added |
| Aster Capital Management (DIFC) Ltd | 405 | $56.8K | 0.02% | −308−43.2% | Reduced |
| Umb Bank N A | 464 | $65.1K | 0.00% | +32+7.4% | Added |
| Park Place Capital Corp | 502 | $70.4K | 0.02% | −24−4.6% | Reduced |
| Natixis | 540 | $75.7K | 0.00% | −110−16.9% | Reduced |
| Ronald Blue Trust, Inc. | 571 | $80.1K | 0.00% | −988−63.4% | Reduced |
| Compagnie Lombard Odier SCmA | 600 | $84.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 606 | $85.0K | 0.01% | +30+5.2% | Added |
| Mendota Financial Group, LLC | 651 | $91.3K | 0.06% | +651 | New |
| Exchange Traded Concepts, LLC | 679 | $95.2K | 0.00% | +40+6.3% | Added |
| CVA Family Office, LLC | 711 | $99.7K | 0.02% | +11+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 743 | $104.2K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 849 | $119.0K | 0.00% | +119+16.3% | Added |
| State of Wyoming | 909 | $127.5K | 0.02% | −28−3.0% | Reduced |
| Huntington National Bank | 932 | $130.7K | 0.00% | +126+15.6% | Added |
