| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| GWM Advisors LLC | 233 | $22 | 0.00% | +233 | New |
| AdvisorNet Financial, Inc | 1 | $95 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 3 | $284 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $284 | 0.00% | −1−25.0% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $379 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 95 | $651 | 0.01% | +95 | New |
| Sutton Wealth Advisors Inc. | 7 | $663 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $663 | 0.00% | +2+40.0% | Added |
| Glassman Wealth Services | 9 | $853 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $947 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $1.33K | 0.00% | −1−6.7% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $1.42K | 0.00% | −1−6.3% | Reduced |
| Community Bank, N.A. | 15 | $1.42K | 0.00% | +12+400.0% | Added |
| M&R Capital Management Inc | 18 | $1.71K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 19 | $1.80K | 0.00% | −7−26.9% | Reduced |
| Eagle Bay Advisors LLC | 21 | $1.99K | 0.00% | −460−95.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 21 | $1.99K | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 16 | $2.00K | 0.00% | +16 | New |
| Ruedi Wealth Management, Inc. | 22 | $2.08K | 0.00% | +22 | New |
| Assetmark, Inc | 23 | $2.18K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 29 | $2.75K | 0.00% | −24−45.3% | Reduced |
| Aspire Private Capital, LLC | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $2.94K | 0.00% | −8−20.5% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $3.60K | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 39 | $3.69K | 0.00% | +10+34.5% | Added |
| Spire Wealth Management | 39 | $4.00K | 0.00% | +39 | New |
| Ellevest, Inc. | 45 | $4.26K | 0.00% | +4+9.8% | Added |
| Bell Investment Advisors, Inc | 49 | $4.64K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $4.74K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $4.83K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 58 | $5.00K | 0.00% | +33+132.0% | Added |
| Lindbrook Capital, LLC | 57 | $5.40K | 0.00% | +48+533.3% | Added |
| TCI Wealth Advisors, Inc. | 58 | $5.50K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 54 | $5.66K | 0.00% | +54 | New |
| Raleigh Capital Management Inc. | 60 | $5.73K | 0.00% | −4−6.3% | Reduced |
| Sound Income Strategies, LLC | 66 | $6.25K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 67 | $6.35K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 73 | $7.00K | 0.00% | +73 | New |
| Central Trust Co | 75 | $7.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $7.62K | 0.00% | −289−78.3% | Reduced |
| JJJ Advisors Inc. | 74 | $7.63K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 82 | $7.77K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 96 | $9.06K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 100 | $9.47K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $9.47K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 104 | $9.85K | 0.00% | −284−73.2% | Reduced |
| Optimum Investment Advisors | 113 | $10.7K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 121 | $11.4K | 0.01% | +1+0.8% | Added |
| CoreCap Advisors, LLC | 128 | $12.1K | 0.00% | +128 | New |
| DuPont Capital Management Corp | 139 | $13.2K | 0.00% | −27−16.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 158 | $15.0K | 0.00% | −10−6.0% | Reduced |
| Rockefeller Capital Management L.P. | 165 | $15.0K | 0.00% | −39−19.1% | Reduced |
| Parallel Advisors, LLC | 168 | $15.9K | 0.00% | −65−27.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 178 | $16.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 179 | $17.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 180 | $17.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $19.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 202 | $19.0K | 0.00% | +136+206.1% | Added |
| Sugarloaf Wealth Management, LLC | 213 | $20.2K | 0.01% | −198−48.2% | Reduced |
| Allworth Financial LP | 215 | $20.4K | 0.00% | +4+1.9% | Added |
| Quadrant Capital Group LLC | 220 | $20.8K | 0.00% | −150−40.5% | Reduced |
| TD Private Client Wealth LLC | 225 | $21.3K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 225 | $21.3K | 0.00% | +225 | New |
| Nomura Asset Management Co Ltd | 240 | $22.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 252 | $23.9K | 0.00% | +252 | New |
| Citizens National Bank Trust Department | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 275 | $26.1K | 0.00% | +275 | New |
| Stonebridge Capital Advisors LLC | 300 | $28.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 300 | $28.4K | 0.01% | +300 | New |
| Column Capital Advisors, LLC | 307 | $29.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 316 | $29.9K | 0.00% | −53−14.4% | Reduced |
| Park Place Capital Corp | 338 | $32.0K | 0.01% | +338 | New |
| Kapitalo Investimentos Ltda | 366 | $34.7K | 0.03% | +366 | New |
| Belpointe Asset Management LLC | 369 | $35.0K | 0.00% | +369 | New |
| Accel Wealth Management | 429 | $40.6K | 0.02% | +2+0.5% | Added |
| Private Trust Co NA | 441 | $42.0K | 0.01% | +8+1.8% | Added |
| Capital Analysts, LLC | 478 | $45.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $47.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $47.4K | 0.03% | +150+42.9% | Added |
| AdvisorShares Investments LLC | 500 | $47.4K | 0.01% | +500 | New |
| State of Wyoming | 570 | $54.0K | 0.02% | +570 | New |
| Public Employees Retirement System of Ohio | 737 | $70.0K | 0.00% | −1,691−69.6% | Reduced |
| Beacon Capital Management, LLC | 829 | $78.5K | 0.03% | +39+4.9% | Added |
| FMR LLC | 833 | $78.9K | 0.00% | −296−26.2% | Reduced |
| Advisory Services Network, LLC | 903 | $85.5K | 0.00% | +903 | New |
| Endurance Wealth Management, Inc. | 950 | $90.0K | 0.01% | +200+26.7% | Added |
| Tower Research Capital LLC (TRC) | 968 | $91.0K | 0.00% | −3,020−75.7% | Reduced |
| IFP Advisors, Inc | 1,240 | $93.0K | 0.00% | −13−1.0% | Reduced |