| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 1 | $41 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2 | $83 | 0.00% | −672−99.7% | Reduced |
| True Wealth Design, LLC | 2 | $83 | 0.00% | −79−97.5% | Reduced |
| Hughes Financial Services, LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $83 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $83 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $165 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $166 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 5 | $207 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $248 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $249 | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 7 | $290 | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 8 | $330 | 0.00% | +8 | New |
| Essential Partners LLC | 8 | $331 | 0.00% | −690−98.9% | Reduced |
| Silver Grove Financial Group, Inc. | 8 | $331 | 0.00% | +8 | New |
| Ankerstar Wealth, LLC | 9 | $372 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 11 | $455 | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 15 | $620 | 0.00% | −53−77.9% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $621 | 0.00% | +10+200.0% | Added |
| CVA Family Office, LLC | 16 | $662 | 0.00% | +3+23.1% | Added |
| SJS Investment Consulting Inc. | 16 | $662 | 0.00% | +5+45.5% | Added |
| SBI Securities Co., Ltd. | 17 | $703 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $704 | 0.00% | +10+142.9% | Added |
| Rossby Financial, LCC | 18 | $744 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 19 | $786 | 0.00% | −79−80.6% | Reduced |
| Fortitude Family Office, LLC | 20 | $827 | 0.00% | +1+5.3% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $1.45K | 0.00% | −27−43.5% | Reduced |
| Rothschild Investment LLC | 36 | $1.49K | 0.00% | −55−60.4% | Reduced |
| Bogart Wealth, LLC | 36 | $1.49K | 0.00% | +14+63.6% | Added |
| Farmers & Merchants Investments Inc | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $1.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $1.99K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $2.07K | 0.00% | +50 | New |
| Private Wealth Asset Management, LLC | 51 | $2.11K | 0.00% | +51 | New |
| Massmutual Trust Co FSB | 63 | $2.61K | 0.00% | −10−13.7% | Reduced |
| Salomon & Ludwin, LLC | 66 | $2.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $3.27K | 0.00% | −6−7.1% | Reduced |
| Covestor Ltd | 106 | $4.00K | 0.00% | −23−17.8% | Reduced |
| Danske Bank A/S | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $4.88K | 0.00% | +90+321.4% | Added |
| Federation des caisses Desjardins du Quebec | 126 | $5.23K | 0.00% | −4,098−97.0% | Reduced |
| Allworth Financial LP | 132 | $5.46K | 0.00% | −544−80.5% | Reduced |
| Parallel Advisors, LLC | 157 | $6.49K | 0.00% | −5−3.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 160 | $6.62K | 0.00% | −4,018−96.2% | Reduced |
| Smartleaf Asset Management LLC | 184 | $7.41K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 198 | $8.19K | 0.00% | +198 | New |
| Quarry LP | 225 | $9.31K | 0.00% | +225 | New |
| Signaturefd, LLC | 227 | $9.39K | 0.00% | −139−38.0% | Reduced |
| Huntington National Bank | 243 | $10.0K | 0.00% | +225+1,250.0% | Added |
| Umb Bank N A | 246 | $10.2K | 0.00% | +79+47.3% | Added |
| Parkside Financial Bank & Trust | 253 | $10.5K | 0.00% | +22+9.5% | Added |
| Larson Financial Group LLC | 327 | $13.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 330 | $13.7K | 0.00% | −223−40.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 387 | $16.0K | 0.00% | +75+24.0% | Added |
| State of Wyoming | 439 | $18.2K | 0.00% | +439 | New |
| Silvant Capital Management LLC | 475 | $19.6K | 0.00% | +475 | New |
| Kilter Group LLC | 493 | $20.4K | 0.01% | +194+64.9% | Added |
| Harvest Fund Management Co., Ltd | 512 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 582 | $24.1K | 0.00% | +64+12.4% | Added |
| Private Trust Co NA | 583 | $24.1K | 0.00% | +583 | New |
| Optiver Holding B.V. | 589 | $24.4K | 0.00% | +589 | New |
| GAMMA Investing LLC | 712 | $29.4K | 0.00% | −233−24.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 799 | $34.3K | 0.00% | +19+2.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,148 | $47.5K | 0.00% | +426+59.0% | Added |
| Quantbot Technologies LP | 1,304 | $53.9K | 0.00% | −21,470−94.3% | Reduced |
| Clear Street Markets LLC | 1,340 | $55.4K | 0.01% | +1,340 | New |
| Tema ETFs LLC | 1,366 | $56.5K | 0.00% | −908−39.9% | Reduced |
| Sterling Capital Management LLC | 1,495 | $61.8K | 0.00% | +1,043+230.8% | Added |
| Hantz Financial Services, Inc. | 1,556 | $64.0K | 0.00% | −1,065−40.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,040 | $84.4K | 0.00% | +2,040 | New |
| Nisa Investment Advisors, LLC | 2,385 | $98.6K | 0.00% | +1,541+182.6% | Added |
| Tower Research Capital LLC (TRC) | 2,427 | $100.4K | 0.00% | −494−16.9% | Reduced |
| KBC Group NV | 2,537 | $105.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 2,870 | $118.7K | 0.00% | +2,870 | New |
| Global Retirement Partners, LLC | 3,035 | $125.5K | 0.00% | +3,035 | New |
| EverSource Wealth Advisors, LLC | 3,319 | $137.3K | 0.00% | +345+11.6% | Added |
| New Age Alpha Advisors, LLC | 3,370 | $139.4K | 0.01% | −130−3.7% | Reduced |
| Freestone Grove Partners LP | 4,404 | $182.1K | 0.00% | +4,404 | New |
| Swiss Life Asset Management Ltd | 5,140 | $212.6K | 0.00% | +523+11.3% | Added |
| Oppenheimer & Co Inc | 5,142 | $212.7K | 0.00% | +726+16.4% | Added |
| Aigen Investment Management, LP | 5,199 | $215.0K | 0.06% | +5,199 | New |
| Keybank National Association | 5,280 | $218.4K | 0.00% | +911+20.9% | Added |
| Mercer Global Advisors Inc | 5,483 | $226.8K | 0.00% | −1,955−26.3% | Reduced |
| Farther Finance Advisors, LLC | 5,490 | $227.1K | 0.00% | +1,659+43.3% | Added |
| CWM Advisors, LLC | 5,821 | $240.8K | 0.01% | +5,821 | New |
| Capstone Investment Advisors, LLC | 5,998 | $248.1K | 0.00% | −1,367−18.6% | Reduced |
| Bank of Montreal | 6,046 | $250.1K | 0.00% | +665+12.4% | Added |
| Guggenheim Capital LLC | 6,353 | $262.8K | 0.00% | +6,353 | New |
| Steward Partners Investment Advisory, LLC | 6,430 | $265.9K | 0.00% | +526+8.9% | Added |
| Ameritas Investment Partners, Inc. | 7,055 | $291.8K | 0.01% | +1,389+24.5% | Added |
| Daiwa Securities Group Inc. | 7,200 | $297.8K | 0.00% | +7,200 | New |
| Levin Capital Strategies, L.P. | 7,413 | $306.6K | 0.02% | +7,413 | New |
| Xponance, Inc. | 7,721 | $319.3K | 0.00% | +1,119+16.9% | Added |
| Blair William & Co | 8,226 | $340.2K | 0.00% | −4,998−37.8% | Reduced |
| Canada Pension Plan Investment Board | 8,400 | $347.4K | 0.00% | +8,400 | New |
