| Raleigh Capital Management Inc. | 0 | $22 | 0.00% | −5−100.0% | Reduced |
| Quantbot Technologies LP | 1 | $279 | 0.00% | −13,254−100.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1 | $279 | 0.00% | −88−98.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $280 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $280 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $559 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $838 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $838 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $838 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Essex Investment Management Co LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.40K | 0.00% | +1+25.0% | Added |
| Marquette Asset Management, LLC | 5 | $1.40K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.68K | 0.00% | +3+100.0% | Added |
| SBI Securities Co., Ltd. | 6 | $1.68K | 0.00% | +3+100.0% | Added |
| Country Trust Bank | 6 | $1.68K | 0.00% | +6 | New |
| High Note Wealth, LLC | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8 | $2.23K | 0.00% | +8 | New |
| Crowley Wealth Management, Inc. | 9 | $2.51K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.79K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.79K | 0.00% | +3+42.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 10 | $2.79K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $3.07K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13 | $3.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17 | $4.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $5.03K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 20 | $5.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $5.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 22 | $6.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $6.42K | 0.00% | +1+4.5% | Added |
| Hillsdale Investment Management Inc. | 25 | $6.98K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 27 | $7.45K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $7.54K | 0.00% | +7+35.0% | Added |
| Assetmark, Inc | 28 | $7.82K | 0.00% | +22+366.7% | Added |
| IAG Wealth Partners, LLC | 35 | $9.78K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $11.2K | 0.00% | +14+53.8% | Added |
| Community Bank, N.A. | 50 | $14.0K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 52 | $14.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 53 | $14.8K | 0.01% | −151−74.0% | Reduced |
| Dogwood Wealth Management LLC | 59 | $16.5K | 0.01% | +22+59.5% | Added |
| Costello Asset Management, INC | 60 | $16.8K | 0.01% | −100−62.5% | Reduced |
| Clearstead Advisors, LLC | 62 | $17.3K | 0.00% | +3+5.1% | Added |
| Leonteq Securities AG | 63 | $17.6K | 0.00% | +2+3.3% | Added |
| Geneos Wealth Management Inc. | 67 | $18.7K | 0.00% | +35+109.4% | Added |
| Sterling Capital Management LLC | 67 | $18.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 67 | $19.0K | 0.00% | −2,731−97.6% | Reduced |
| Richardson Financial Services Inc. | 70 | $19.5K | 0.01% | +32+84.2% | Added |
| Ronald Blue Trust, Inc. | 71 | $19.8K | 0.00% | −35−33.0% | Reduced |
| Root Financial Partners, LLC | 71 | $19.8K | 0.00% | +71 | New |
| Hemington Wealth Management | 80 | $22.0K | 0.00% | +3+3.9% | Added |
| Smartleaf Asset Management LLC | 82 | $22.7K | 0.00% | +55+203.7% | Added |
| Harbor Capital Advisors, Inc. | 82 | $23.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 83 | $23.2K | 0.01% | +46+124.3% | Added |
| Brown Brothers Harriman & Co | 83 | $23.2K | 0.00% | +83 | New |
| Larson Financial Group LLC | 88 | $24.6K | 0.00% | −31−26.1% | Reduced |
| Simplex Trading, LLC | 93 | $25.0K | 0.00% | +93 | New |
| Quarry LP | 90 | $25.1K | 0.01% | −98−52.1% | Reduced |
| Signaturefd, LLC | 93 | $26.0K | 0.00% | +1+1.1% | Added |
| Wexford Capital LP | 94 | $26.3K | 0.01% | +94 | New |
| Wealthspire Advisors, LLC | 96 | $26.8K | 0.00% | +96 | New |
| Rise Advisors, LLC | 97 | $27.0K | 0.01% | +1+1.0% | Added |
| Nomura Asset Management Co Ltd | 100 | $27.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 104 | $29.0K | 0.00% | +104 | New |
| Natixis | 118 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 121 | $33.7K | 0.00% | −10−7.6% | Reduced |
| Principal Securities, Inc. | 141 | $39.4K | 0.00% | +25+21.6% | Added |
| Rothschild Investment LLC | 150 | $41.9K | 0.00% | +6+4.2% | Added |
| Ci Investments Inc. | 188 | $53.0K | 0.00% | −45−19.3% | Reduced |
| AdvisorNet Financial, Inc | 200 | $55.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $58.4K | 0.00% | −9−4.1% | Reduced |
| Stance Capital LLC | 224 | $62.5K | 0.02% | +224 | New |
| Central Trust Co | 225 | $62.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 253 | $70.7K | 0.00% | +58+29.7% | Added |
| Covestor Ltd | 259 | $72.0K | 0.04% | −185−41.7% | Reduced |
| GAMMA Investing LLC | 258 | $72.1K | 0.00% | +62+31.6% | Added |
| Parallel Advisors, LLC | 266 | $74.3K | 0.00% | +12+4.7% | Added |
| Fifth Third Bancorp | 270 | $75.4K | 0.00% | +8+3.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 279 | $77.9K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 291 | $81.3K | 0.00% | +172+144.5% | Added |
| Point72 Europe (London) LLP | 297 | $83.0K | 0.00% | +297 | New |
| Danske Bank A/S | 300 | $83.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 329 | $91.9K | 0.00% | +191+138.4% | Added |
| Whittier Trust Co of Nevada Inc | 330 | $93.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 335 | $93.6K | 0.00% | −1−0.3% | Reduced |
| Reyes Financial Architecture, Inc. | 350 | $97.7K | 0.07% | +350 | New |
| IFP Advisors, Inc | 373 | $104.2K | 0.00% | +84+29.1% | Added |
| Versant Capital Management, Inc | 398 | $111.2K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 445 | $124.5K | 0.00% | +445 | New |
| Financial Consulate, Inc | 450 | $125.7K | 0.02% | +450 | New |
| Jones Financial Companies LLLP | 490 | $136.4K | 0.00% | +1+0.2% | Added |