| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $41 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $123 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $123 | 0.00% | +3 | New |
| Abound Wealth Management | 6 | $247 | 0.00% | −2−25.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6 | $247 | 0.00% | +6 | New |
| Davis Capital Management | 7 | $287 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $288 | 0.00% | +4+133.3% | Added |
| Signature Equity Partners, LLC | 8 | $328 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $329 | 0.00% | +8 | New |
| Ankerstar Wealth, LLC | 9 | $369 | 0.00% | +9 | New |
| Elequin Capital LP | 10 | $410 | 0.00% | −7−41.2% | Reduced |
| Stone House Investment Management, LLC | 10 | $410 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 11 | $452 | 0.00% | +9+450.0% | Added |
| Creative Capital Management Investments LLC | 13 | $533 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 13 | $534 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 14 | $574 | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 15 | $615 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 16 | $657 | 0.00% | +13+433.3% | Added |
| Fortis Group Advisors, LLC | 17 | $698 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $698 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 21 | $779 | 0.00% | +21 | New |
| Northwestern Mutual Wealth Management Co | 20 | $821 | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 22 | $903 | 0.00% | +15+214.3% | Added |
| UMA Financial Services, Inc. | 28 | $1.15K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 31 | $1.27K | 0.00% | +7+29.2% | Added |
| Dogwood Wealth Management LLC | 36 | $1.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $1.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.01K | 0.00% | +23+88.5% | Added |
| Farmers & Merchants Investments Inc | 50 | $2.05K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 51 | $2.09K | 0.00% | +51 | New |
| SJS Investment Consulting Inc. | 52 | $2.13K | 0.00% | +47+940.0% | Added |
| Kilter Group LLC | 60 | $2.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 64 | $2.63K | 0.00% | +32+100.0% | Added |
| Bare Financial Services, Inc | 75 | $3.08K | 0.00% | +29+63.0% | Added |
| WealthCollab, LLC | 95 | $3.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 109 | $4.47K | 0.00% | −382−77.8% | Reduced |
| Clearstead Advisors, LLC | 111 | $4.55K | 0.00% | +111 | New |
| US Bancorp | 125 | $5.13K | 0.00% | +93+290.6% | Added |
| Truvestments Capital LLC | 161 | $6.61K | 0.00% | +161 | New |
| Parkside Financial Bank & Trust | 166 | $6.81K | 0.00% | −9−5.1% | Reduced |
| Rothschild Investment LLC | 193 | $7.92K | 0.00% | +10+5.5% | Added |
| GW&K Investment Management, LLC | 189 | $8.00K | 0.00% | +189 | New |
| GWM Advisors LLC | 200 | $8.21K | 0.00% | +200 | New |
| Fulcrum Asset Management LLP | 200 | $8.25K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 213 | $8.74K | 0.00% | +78+57.8% | Added |
| SBI Securities Co., Ltd. | 269 | $11.0K | 0.00% | +19+7.6% | Added |
| SMA Capital LLC | 276 | $11.3K | 0.00% | +276 | New |
| Close Asset Management Ltd | 301 | $12.0K | 0.00% | +43+16.7% | Added |
| Larson Financial Group LLC | 300 | $12.3K | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 337 | $13.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 363 | $14.9K | 0.00% | +363 | New |
| Farther Finance Advisors, LLC | 444 | $18.2K | 0.00% | +116+35.4% | Added |
| Allworth Financial LP | 463 | $19.0K | 0.00% | +66+16.6% | Added |
| Umb Bank N A | 492 | $20.2K | 0.00% | +492 | New |
| Keating Financial Advisory Services, Inc. | 526 | $21.6K | 0.00% | +461+709.2% | Added |
| National Bank of Canada | 530 | $21.7K | 0.00% | −192−26.6% | Reduced |
| Vima LLC | 603 | $24.7K | 0.02% | +603 | New |
| Cullen/Frost Bankers, Inc. | 607 | $24.9K | 0.00% | +607 | New |
| Sterling Capital Management LLC | 648 | $26.6K | 0.00% | −625−49.1% | Reduced |
| Fifth Third Bancorp | 649 | $26.6K | 0.00% | +452+229.4% | Added |
| Federation des caisses Desjardins du Quebec | 745 | $30.6K | 0.00% | +511+218.4% | Added |
| Salomon & Ludwin, LLC | 1,028 | $41.4K | 0.00% | +962+1,457.6% | Added |
| EFG International AG | 1,218 | $50.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,240 | $50.9K | 0.00% | +1,240 | New |
| Nikko Asset Management Americas, Inc. | 1,310 | $53.7K | 0.00% | +1,310 | New |
| EverSource Wealth Advisors, LLC | 1,462 | $60.0K | 0.00% | −744−33.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,571 | $63.3K | 0.00% | −1,025−39.5% | Reduced |
| GAMMA Investing LLC | 1,612 | $66.1K | 0.00% | +1,115+224.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,690 | $69.3K | 0.01% | +686+68.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,800 | $73.9K | 0.04% | +1,800 | New |
| C M Bidwell & Associates Ltd | 1,895 | $77.8K | 0.03% | +1,895 | New |
| Jones Financial Companies LLLP | 1,982 | $82.9K | 0.00% | +1,344+210.7% | Added |
| Covestor Ltd | 2,011 | $83.0K | 0.05% | +2,004+28,628.6% | Added |
| Ronald Blue Trust, Inc. | 2,122 | $87.1K | 0.00% | −598−22.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,215 | $90.9K | 0.00% | −644−22.5% | Reduced |
| TD Private Client Wealth LLC | 2,358 | $96.7K | 0.00% | −299−11.3% | Reduced |
| GF Fund Management Co. Ltd. | 2,648 | $108.6K | 0.00% | −156−5.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,783 | $114.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,706 | $152.1K | 0.02% | −1,916−34.1% | Reduced |
| Papp L Roy & Associates | 5,000 | $205.2K | 0.02% | +5,000 | New |
| Everence Capital Management Inc | 5,071 | $208.0K | 0.01% | +5,071 | New |
| Baird Financial Group, Inc. | 5,142 | $211.0K | 0.00% | +5,142 | New |
| Rafferty Asset Management, LLC | 5,215 | $214.0K | 0.00% | +5,215 | New |
| PVG Asset Management Corp | 5,365 | $220.1K | 0.13% | +5,365 | New |
| Mirae Asset Global Investments Co., Ltd. | 5,453 | $223.7K | 0.00% | −9,050−62.4% | Reduced |
| New Age Alpha Advisors, LLC | 5,607 | $230.1K | 0.01% | −247−4.2% | Reduced |
| Kemnay Advisory Services Inc. | 5,829 | $239.2K | 0.03% | +4,852+496.6% | Added |
| CenterBook Partners LP | 5,857 | $240.3K | 0.01% | −42,645−87.9% | Reduced |
| Captrust Financial Advisors | 5,873 | $241.0K | 0.00% | +5,873 | New |
| ARGA Investment Management, LP | 5,920 | $242.9K | 0.01% | +5,920 | New |
| Jane Street Group, LLC | 5,983 | $245.5K | 0.00% | +5,983 | New |
| Ensign Peak Advisors, Inc | 6,050 | $248.2K | 0.00% | +3,400+128.3% | Added |
| Intellus Advisors LLC | 6,062 | $248.7K | 0.03% | +6,062 | New |
| Rockefeller Capital Management L.P. | 6,112 | $250.8K | 0.00% | +3,016+97.4% | Added |
| Virtus ETF Advisers LLC | 6,301 | $258.5K | 0.10% | +301+5.0% | Added |
| AlphaGrep UK Ltd | 6,320 | $259.3K | 0.08% | +6,320 | New |
| M&T Bank Corp | 6,434 | $264.3K | 0.00% | +6,434 | New |
