| Covestor Ltd | 3 | $0 | 0.00% | −97−97.0% | Reduced |
| Dunhill Financial, LLC | 1 | $66 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $75 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $148 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $220 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $221 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $221 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $442 | 0.00% | −5−45.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $442 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $442 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 13 | $957 | 0.00% | −1−7.1% | Reduced |
| Harbour Investments, Inc. | 13 | $957 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $957 | 0.00% | +9+225.0% | Added |
| True Wealth Design, LLC | 13 | $958 | 0.00% | −15−53.6% | Reduced |
| Montag A & Associates Inc | 14 | $1.00K | 0.00% | −7−33.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 14 | $1.03K | 0.00% | +14 | New |
| Turning Point Benefit Group, Inc. | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.55K | 0.00% | −52−71.2% | Reduced |
| SBI Securities Co., Ltd. | 21 | $1.55K | 0.00% | −5−19.2% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $1.77K | 0.00% | +7+41.2% | Added |
| Farmers & Merchants Investments Inc | 25 | $1.84K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 25 | $1.84K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 26 | $1.92K | 0.00% | −19−42.2% | Reduced |
| DecisionPoint Financial, LLC | 40 | $2.95K | 0.00% | +40 | New |
| Motiv8 Investments LLC | 44 | $3.00K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 43 | $3.17K | 0.00% | −4−8.5% | Reduced |
| Versant Capital Management, Inc | 44 | $3.24K | 0.00% | +44 | New |
| McGuire Capital Advisors Inc | 50 | $3.68K | 0.00% | +50 | New |
| Altshuler Shaham Ltd | 55 | $4.05K | 0.00% | +55 | New |
| Essential Partners LLC | 62 | $4.57K | 0.00% | −28−31.1% | Reduced |
| Rothschild Investment LLC | 63 | $4.64K | 0.00% | −2−3.1% | Reduced |
| Global Retirement Partners, LLC | 72 | $5.33K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 73 | $5.38K | 0.00% | +73 | New |
| Sound Income Strategies, LLC | 66 | $5.61K | 0.00% | +66 | New |
| Kingdom Financial Group LLC. | 76 | $5.63K | 0.00% | +76 | New |
| Optiver Holding B.V. | 77 | $5.67K | 0.00% | −95−55.2% | Reduced |
| Horizon Investments, LLC | 79 | $5.82K | 0.00% | +79 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 87 | $6.41K | 0.00% | +23+35.9% | Added |
| Hillsdale Investment Management Inc. | 90 | $6.63K | 0.00% | −10−10.0% | Reduced |
| IFC & Insurance Marketing, Inc. | 100 | $7.00K | 0.01% | +100 | New |
| DHJJ Financial Advisors, Ltd. | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $7.37K | 0.00% | +100 | New |
| Accent Capital Management, LLC | 103 | $7.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 106 | $7.81K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $8.03K | 0.00% | −4,089−97.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 107 | $8.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 112 | $8.25K | 0.00% | +14+14.3% | Added |
| Navalign, LLC | 126 | $9.28K | 0.00% | +126 | New |
| Aster Capital Management (DIFC) Ltd | 149 | $11.0K | 0.00% | +149 | New |
| TD Waterhouse Canada Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 150 | $11.1K | 0.01% | +150 | New |
| Los Angeles Capital Management LLC | 156 | $11.7K | 0.00% | +156 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 196 | $14.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 210 | $15.5K | 0.00% | +9+4.5% | Added |
| Wolff Wiese Magana LLC | 212 | $15.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 216 | $15.9K | 0.00% | +32+17.4% | Added |
| Newbridge Financial Services Group, Inc. | 244 | $18.0K | 0.00% | +244 | New |
| Sterling Capital Management LLC | 248 | $18.3K | 0.00% | +155+166.7% | Added |
| Signaturefd, LLC | 285 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 285 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 286 | $21.0K | 0.00% | −5−1.7% | Reduced |
| Salomon & Ludwin, LLC | 281 | $21.0K | 0.00% | −11−3.8% | Reduced |
| Basecamp Wealth Advisors LLC | 294 | $21.7K | 0.00% | +294 | New |
| Farther Finance Advisors, LLC | 302 | $22.2K | 0.00% | +137+83.0% | Added |
| Measured Wealth Private Client Group, LLC | 307 | $22.6K | 0.01% | −4,140−93.1% | Reduced |
| Hantz Financial Services, Inc. | 352 | $26.0K | 0.00% | +211+149.6% | Added |
| PFS Partners, LLC | 375 | $27.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 376 | $27.7K | 0.00% | −163−30.2% | Reduced |
| Ancora Advisors, LLC | 408 | $30.1K | 0.00% | +1+0.2% | Added |
| Huntington National Bank | 418 | $30.8K | 0.00% | −29−6.5% | Reduced |
| Fifth Third Bancorp | 422 | $31.1K | 0.00% | −12−2.8% | Reduced |
| Hilton Head Capital Partners, LLC | 458 | $33.7K | 0.02% | +458 | New |
| Grove Bank & Trust | 467 | $34.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 467 | $34.4K | 0.00% | +30+6.9% | Added |
| Caitong International Asset Management Co., Ltd | 495 | $36.5K | 0.01% | +388+362.6% | Added |
| EverSource Wealth Advisors, LLC | 497 | $36.6K | 0.00% | −51−9.3% | Reduced |
| Toth Financial Advisory Corp | 500 | $36.8K | 0.00% | −20−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 500 | $36.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 512 | $37.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 521 | $38.4K | 0.00% | −2−0.4% | Reduced |
| Quarry LP | 531 | $39.1K | 0.01% | +411+342.5% | Added |
| Jones Financial Companies LLLP | 570 | $41.9K | 0.00% | −286−33.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 575 | $42.0K | 0.00% | +185+47.4% | Added |
| Northwestern Mutual Wealth Management Co | 585 | $43.1K | 0.00% | +137+30.6% | Added |
| Clearstead Advisors, LLC | 687 | $50.6K | 0.00% | +256+59.4% | Added |
| Spire Wealth Management | 700 | $51.6K | 0.00% | +700 | New |
| Pinnacle Wealth Planning Services, Inc. | 743 | $54.7K | 0.01% | +743 | New |
| Nisa Investment Advisors, LLC | 943 | $69.5K | 0.00% | −97−9.3% | Reduced |
| CWM, LLC | 992 | $73.0K | 0.00% | −847−46.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,100 | $81.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,115 | $82.1K | 0.00% | +15+1.4% | Added |
| Smartleaf Asset Management LLC | 1,112 | $82.5K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 1,265 | $93.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,346 | $99.1K | 0.01% | −88−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,460 | $107.5K | 0.00% | +313+27.3% | Added |
