| Covestor Ltd | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Huntington National Bank | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $219 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $291 | 0.00% | +3+300.0% | Added |
| NewSquare Capital LLC | 4 | $291 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $364 | 0.00% | +3+150.0% | Added |
| Essential Partners LLC | 5 | $364 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $365 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $365 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $437 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $510 | 0.00% | −7−50.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 7 | $534 | 0.00% | +7 | New |
| Federation des caisses Desjardins du Quebec | 9 | $655 | 0.00% | +2+28.6% | Added |
| True Wealth Design, LLC | 9 | $656 | 0.00% | +5+125.0% | Added |
| Whipplewood Advisors, LLC | 12 | $874 | 0.00% | +6+100.0% | Added |
| SRS Capital Advisors, Inc. | 12 | $874 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Farmers & Merchants Investments Inc | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $2.26K | 0.00% | +31 | New |
| Riggs Asset Managment Co. Inc. | 31 | $2.26K | 0.00% | +31 | New |
| Kilter Group LLC | 31 | $2.26K | 0.00% | +31 | New |
| First United Bank Trust | 35 | $2.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $2.62K | 0.00% | −43−54.4% | Reduced |
| Albion Financial Group | 36 | $2.62K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 39 | $2.89K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 41 | $2.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 46 | $3.35K | 0.00% | −3−6.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $3.42K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 49 | $3.57K | 0.00% | +10+25.6% | Added |
| Optiver Holding B.V. | 53 | $3.86K | 0.00% | −25−32.1% | Reduced |
| Bare Financial Services, Inc | 55 | $4.00K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 57 | $4.15K | 0.00% | −1−1.7% | Reduced |
| Fifth Third Bancorp | 58 | $4.22K | 0.00% | −115−66.5% | Reduced |
| Altshuler Shaham Ltd | 58 | $4.22K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 60 | $4.37K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 62 | $4.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $4.88K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 68 | $4.95K | 0.00% | +39+134.5% | Added |
| Cornerstone Planning Group LLC | 67 | $5.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 88 | $6.00K | 0.00% | +76+633.3% | Added |
| Rothschild Investment LLC | 90 | $6.55K | 0.00% | +10+12.5% | Added |
| Evolution Advisers, Inc. | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 99 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $7.28K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $7.28K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $7.28K | 0.00% | +100 | New |
| Key Financial Inc | 107 | $7.79K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 109 | $7.97K | 0.00% | +109 | New |
| Hughes Financial Services, LLC | 100 | $7.97K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 114 | $8.30K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 117 | $8.52K | 0.00% | −11,277−99.0% | Reduced |
| McIlrath & Eck, LLC | 117 | $8.52K | 0.00% | +117 | New |
| Northwestern Mutual Wealth Management Co | 123 | $8.96K | 0.00% | +36+41.4% | Added |
| Bell Investment Advisors, Inc | 130 | $9.47K | 0.00% | +40+44.4% | Added |
| Caitong International Asset Management Co., Ltd | 134 | $9.76K | 0.01% | +55+69.6% | Added |
| Private Trust Co NA | 136 | $9.90K | 0.00% | −301−68.9% | Reduced |
| Massmutual Trust Co FSB | 141 | $10.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 142 | $10.3K | 0.00% | +142 | New |
| Spire Wealth Management | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 159 | $11.6K | 0.00% | +68+74.7% | Added |
| Federated Hermes, Inc. | 201 | $14.6K | 0.00% | −92−31.4% | Reduced |
| Hemington Wealth Management | 211 | $15.0K | 0.00% | +13+6.6% | Added |
| Principal Securities, Inc. | 217 | $15.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 219 | $16.0K | 0.00% | −7−3.1% | Reduced |
| Signaturefd, LLC | 224 | $16.3K | 0.00% | −18−7.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 265 | $19.0K | 0.00% | +265 | New |
| NBC Securities, Inc. | 285 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 278 | $20.2K | 0.00% | +22+8.6% | Added |
| Costello Asset Management, INC | 300 | $21.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 300 | $21.8K | 0.01% | +300 | New |
| Uniplan Investment Counsel, Inc. | 306 | $22.3K | 0.00% | +306 | New |
| Farther Finance Advisors, LLC | 308 | $22.4K | 0.00% | −699−69.4% | Reduced |
| Allworth Financial LP | 321 | $23.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 365 | $26.6K | 0.00% | +365 | New |
| Jones Financial Companies LLLP | 367 | $26.9K | 0.00% | +267+267.0% | Added |
| Clearstead Advisors, LLC | 378 | $27.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 470 | $34.2K | 0.00% | −12−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 492 | $35.8K | 0.00% | +295+149.7% | Added |
| Nisa Investment Advisors, LLC | 540 | $39.3K | 0.00% | +246+83.7% | Added |
| Bessemer Group Inc | 575 | $42.0K | 0.00% | +253+78.6% | Added |
| Brown, Lisle/Cummings, Inc. | 625 | $45.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 687 | $50.0K | 0.00% | −134−16.3% | Reduced |
| Versant Capital Management, Inc | 696 | $50.7K | 0.01% | +691+13,820.0% | Added |
| Clear Street Markets LLC | 833 | $60.7K | 0.02% | +833 | New |
| Advisor Group Holdings, Inc. | 1,070 | $77.9K | 0.00% | +105+10.9% | Added |
| IFP Advisors, Inc | 1,033 | $78.2K | 0.00% | −12−1.1% | Reduced |
| Colonial Trust Co | 1,171 | $85.3K | 0.01% | −606−34.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,367 | $99.5K | 0.01% | +1,367 | New |
| HM Payson & Co | 1,438 | $104.7K | 0.00% | −2,000−58.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,464 | $106.6K | 0.00% | +206+16.4% | Added |
| Ancora Advisors, LLC | 1,593 | $116.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,633 | $118.9K | 0.01% | +982+150.8% | Added |
| Smartleaf Asset Management LLC | 1,642 | $120.4K | 0.01% | +449+37.6% | Added |
| Sovereign Financial Group, Inc. | 2,769 | $201.6K | 0.04% | +2,769 | New |
| Avantax Advisory Services, Inc. | 2,821 | $205.4K | 0.00% | −192−6.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,738 | $205.5K | 0.10% | +2,738 | New |