| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $184 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $185 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $369 | 0.00% | +1+100.0% | Added |
| Vermillion Wealth Management, Inc. | 2 | $369 | 0.00% | +2 | New |
| Wall Street Financial Group, Inc. | 2 | $369 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $554 | 0.00% | +2+200.0% | Added |
| Ankerstar Wealth, LLC | 4 | $738 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 5 | $922 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $1.11K | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 7 | $1.29K | 0.00% | +5+250.0% | Added |
| CVA Family Office, LLC | 7 | $1.29K | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.48K | 0.00% | −4−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $1.84K | 0.00% | +10 | New |
| National Bank of Canada | 10 | $1.84K | 0.00% | +10 | New |
| Northwestern Mutual Wealth Management Co | 11 | $2.03K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 13 | $2.40K | 0.00% | +9+225.0% | Added |
| Parkside Financial Bank & Trust | 14 | $2.58K | 0.00% | +4+40.0% | Added |
| LRI Investments, LLC | 20 | $3.69K | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 23 | $3.80K | 0.00% | −4−14.8% | Reduced |
| Versant Capital Management, Inc | 21 | $3.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 26 | $4.79K | 0.00% | +9+52.9% | Added |
| Highline Wealth Partners LLC | 29 | $5.35K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $5.35K | 0.00% | +25+625.0% | Added |
| Zions Bancorporation, National Association | 29 | $5.35K | 0.00% | +29 | New |
| Huntington National Bank | 37 | $6.82K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $7.19K | 0.00% | +23+143.8% | Added |
| Harbor Capital Advisors, Inc. | 43 | $8.00K | 0.00% | +3+7.5% | Added |
| Signaturefd, LLC | 46 | $8.48K | 0.00% | +46 | New |
| Rothschild Investment LLC | 50 | $9.22K | 0.00% | +10+25.0% | Added |
| Allworth Financial LP | 50 | $9.22K | 0.00% | +3+6.4% | Added |
| Itau Unibanco Holding S.A. | 53 | $9.77K | 0.00% | +53 | New |
| Twin Peaks Wealth Advisors, LLC | 55 | $10.1K | 0.00% | +55 | New |
| SBI Securities Co., Ltd. | 64 | $11.8K | 0.00% | +25+64.1% | Added |
| Massmutual Trust Co FSB | 69 | $12.7K | 0.00% | +34+97.1% | Added |
| CWM, LLC | 80 | $14.8K | 0.00% | +16+25.0% | Added |
| WPG Advisers, LLC | 85 | $15.7K | 0.01% | −15−15.0% | Reduced |
| REAP Financial Group, LLC | 100 | $18.4K | 0.00% | +100 | New |
| Public Employees Retirement System of Ohio | 101 | $18.6K | 0.00% | −12−10.6% | Reduced |
| Los Angeles Capital Management LLC | 105 | $19.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 106 | $19.5K | 0.00% | +106 | New |
| Opal Wealth Advisors, LLC | 114 | $21.0K | 0.00% | +114 | New |
| Transamerica Financial Advisors, Inc. | 114 | $21.0K | 0.00% | +56+96.6% | Added |
| Cedar Mountain Advisors, LLC | 126 | $23.2K | 0.00% | +126 | New |
| GAMMA Investing LLC | 146 | $26.9K | 0.00% | +30+25.9% | Added |
| Kemnay Advisory Services Inc. | 148 | $27.3K | 0.00% | −430−74.4% | Reduced |
| Quadrant Capital Group LLC | 160 | $29.5K | 0.00% | +21+15.1% | Added |
| USA Financial Portformulas Corp | 195 | $36.0K | 0.01% | −239−55.1% | Reduced |
| Parallel Advisors, LLC | 234 | $43.1K | 0.00% | +5+2.2% | Added |
| Nisa Investment Advisors, LLC | 236 | $43.5K | 0.00% | +15+6.8% | Added |
| Optiver Holding B.V. | 254 | $46.8K | 0.00% | +195+330.5% | Added |
| TD Waterhouse Canada Inc. | 262 | $50.2K | 0.00% | +262 | New |
| Sterling Capital Management LLC | 273 | $50.3K | 0.00% | −42−13.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 281 | $51.8K | 0.00% | +50+21.6% | Added |
| Hantz Financial Services, Inc. | 291 | $54.0K | 0.00% | +291 | New |
| Caitong International Asset Management Co., Ltd | 293 | $54.0K | 0.01% | +293 | New |
| Truvestments Capital LLC | 344 | $63.4K | 0.01% | +344 | New |
| Salomon & Ludwin, LLC | 348 | $64.4K | 0.01% | +348 | New |
| Federated Hermes, Inc. | 412 | $76.0K | 0.00% | +236+134.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 428 | $78.9K | 0.01% | +428 | New |
| LOM Asset Management Ltd | 490 | $90.4K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 500 | $92.2K | 0.00% | +500 | New |
| Financial Management Professionals, Inc. | 504 | $92.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 516 | $95.2K | 0.00% | +258+100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 538 | $99.2K | 0.00% | +198+58.2% | Added |
| State of Wyoming | 611 | $112.7K | 0.01% | +134+28.1% | Added |
| Bayforest Capital Ltd | 699 | $128.9K | 0.14% | +699 | New |
| Aspect Partners, LLC | 882 | $162.6K | 0.07% | −35−3.8% | Reduced |
| MAI Capital Management | 981 | $180.9K | 0.00% | −10−1.0% | Reduced |
| Bessemer Group Inc | 1,085 | $200.0K | 0.00% | −26−2.3% | Reduced |
| Stephens Inc | 1,088 | $200.6K | 0.00% | +1,088 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,098 | $202.5K | 0.01% | +1,098 | New |
| Blueshift Asset Management, LLC | 1,110 | $204.7K | 0.06% | +1,110 | New |
| Wedbush Securities Inc | 1,110 | $205.0K | 0.01% | +1,110 | New |
| Koshinski Asset Management, Inc. | 1,112 | $205.1K | 0.01% | +1,112 | New |
| Vista Finance, LLC | 1,128 | $208.0K | 0.17% | −54−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,154 | $212.9K | 0.00% | +802+227.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,161 | $215.0K | 0.00% | +1,161 | New |
| Militia Capital Management LLC | 1,184 | $218.3K | 0.05% | +1,184 | New |
| Profund Advisors LLC | 1,191 | $219.6K | 0.01% | +1,191 | New |
| Principal Securities, Inc. | 1,250 | $230.5K | 0.00% | +1,250 | New |
| Sanctuary Advisors, LLC | 1,358 | $250.4K | 0.00% | −928−40.6% | Reduced |
| Teacher Retirement System of Texas | 1,372 | $253.0K | 0.00% | +1,372 | New |
| City Center Advisors, LLC | 1,392 | $256.7K | 0.24% | +1,392 | New |
| KFA Private Wealth Group, LLC | 1,400 | $258.2K | 0.06% | −400−22.2% | Reduced |
| Toroso Investments, LLC | 1,420 | $261.8K | 0.00% | −588−29.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,434 | $264.4K | 0.04% | +1,434 | New |
| Sigma Planning Corp | 1,436 | $264.8K | 0.01% | +1,436 | New |
| Bridgefront Capital, LLC | 1,474 | $271.8K | 0.07% | +1,474 | New |
| Two Sigma Securities, LLC | 1,479 | $272.7K | 0.03% | +1,479 | New |
| Mercer Global Advisors Inc | 1,505 | $277.6K | 0.00% | +70+4.9% | Added |
| Swiss Life Asset Management Ltd | 1,530 | $282.1K | 0.00% | +1,530 | New |
| Brinker Capital Investments, LLC | 1,586 | $292.5K | 0.00% | −36−2.2% | Reduced |
| Quantinno Capital Management LP | 1,599 | $294.9K | 0.00% | +380+31.2% | Added |
| Abacus Wealth Partners, LLC | 1,671 | $308.1K | 0.03% | +17+1.0% | Added |
