| Candriam Luxembourg S.C.A. | 15,196 | $0 | 0.00% | +1,459+10.6% | Added |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Hallmark Capital Management Inc | 0 | $41 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $622 | 0.00% | −7−63.6% | Reduced |
| Impact Partnership Wealth, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $778 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $934 | 0.00% | −3−33.3% | Reduced |
| Duncker Streett & Co Inc | 6 | $934 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Massmutual Trust Co FSB | 8 | $1.25K | 0.00% | −7−46.7% | Reduced |
| Focused Wealth Management, Inc | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $1.43K | 0.00% | +3+50.0% | Added |
| Gordian Capital Singapore Pte Ltd | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $1.77K | 0.09% | +1+20.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 16 | $2.00K | 0.00% | +16 | New |
| Colonial Trust Co | 14 | $2.10K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 14 | $2.18K | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 16 | $2.49K | 0.00% | +9+128.6% | Added |
| Valley National Advisers Inc | 20 | $3.00K | 0.00% | +20 | New |
| Arrow Financial Corp | 20 | $3.11K | 0.00% | +20 | New |
| Concord Wealth Partners | 21 | $3.27K | 0.00% | +5+31.3% | Added |
| Zions Bancorporation, N.A. | 23 | $3.58K | 0.00% | +4+21.1% | Added |
| Parkside Financial Bank & Trust | 23 | $3.58K | 0.00% | +5+27.8% | Added |
| Salem Investment Counselors Inc | 25 | $3.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $4.20K | 0.00% | −22−44.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 30 | $4.67K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 32 | $4.98K | 0.00% | +10+45.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 33 | $5.00K | 0.00% | +12+57.1% | Added |
| Rocky Mountain Advisers, LLC | 37 | $5.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $6.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.54K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 43 | $6.69K | 0.01% | −43−50.0% | Reduced |
| Earnest Partners LLC | 44 | $6.85K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Barrett & Company, Inc. | 49 | $7.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $7.76K | 0.00% | +1+2.0% | Added |
| Orion Capital Management LLC | 50 | $7.78K | 0.01% | +50 | New |
| Highlander Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 53 | $8.25K | 0.00% | +53 | New |
| Key Financial Inc | 54 | $8.40K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $8.43K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 57 | $9.00K | 0.00% | +29+103.6% | Added |
| Stonebridge Capital Advisors LLC | 60 | $9.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $9.34K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 63 | $9.80K | 0.01% | +63 | New |
| Beacon Capital Management, LLC | 72 | $10.5K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 72 | $11.2K | 0.00% | +8+12.5% | Added |
| Edmond de Rothschild Holding S.A. | 79 | $12.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $12.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $12.4K | 0.00% | +20+33.3% | Added |
| Provence Wealth Management Group | 80 | $12.4K | 0.01% | +80 | New |
| JJJ Advisors Inc. | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 95 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 98 | $15.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 98 | $15.2K | 0.00% | +2+2.1% | Added |
| Front Row Advisors LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $15.6K | 0.01% | +100 | New |
| Tradition Wealth Management, LLC | 105 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $16.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $16.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $16.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 107 | $16.6K | 0.00% | +27+33.8% | Added |
| Fifth Third Bancorp | 113 | $17.6K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 120 | $18.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 123 | $19.1K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 124 | $19.3K | 0.00% | −8,800−98.6% | Reduced |
| Center for Financial Planning, Inc. | 124 | $19.3K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 120 | $19.3K | 0.00% | +120 | New |
| Allworth Financial LP | 138 | $21.5K | 0.00% | −99−41.8% | Reduced |
| MUFG Securities EMEA plc | 145 | $22.6K | 0.00% | −34,645−99.6% | Reduced |
| Family CFO Inc | 157 | $24.4K | 0.02% | +157 | New |
| Montag A & Associates Inc | 163 | $25.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $25.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 168 | $26.1K | 0.00% | +35+26.3% | Added |
| Carmichael Hill & Associates, Inc. | 169 | $26.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 198 | $30.8K | 0.00% | −2−1.0% | Reduced |
| Spire Wealth Management | 200 | $31.1K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 200 | $31.1K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 205 | $31.9K | 0.03% | +205 | New |
| TD Waterhouse Canada Inc. | 210 | $33.8K | 0.00% | −73−25.8% | Reduced |