| Covestor Ltd | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| Dunhill Financial, LLC | 1 | $25 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $119 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 3 | $146 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $243 | 0.00% | +2+66.7% | Added |
| Hollencrest Capital Management | 6 | $291 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $291 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $389 | 0.00% | +3+60.0% | Added |
| Marquette Asset Management, LLC | 8 | $389 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $436 | 0.00% | +5+125.0% | Added |
| CIBC Private Wealth Group, LLC | 9 | $437 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $535 | 0.00% | +1+10.0% | Added |
| Quarry LP | 12 | $583 | 0.00% | −22−64.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $631 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 14 | $680 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 14 | $680 | 0.00% | +14 | New |
| Solstein Capital, LLC | 15 | $728 | 0.00% | +15 | New |
| Cornerstone Financial Management LLC | 16 | $777 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 20 | $971 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $1.21K | 0.00% | +1+4.2% | Added |
| UMA Financial Services, Inc. | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27 | $1.31K | 0.00% | +27 | New |
| McGuire Capital Advisors Inc | 27 | $1.31K | 0.00% | +27 | New |
| Keating Financial Advisory Services, Inc. | 28 | $1.36K | 0.00% | +28 | New |
| Kilter Group LLC | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 30 | $1.46K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 36 | $1.75K | 0.00% | −13,340−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 48 | $2.33K | 0.00% | +1+2.1% | Added |
| Group One Trading, L.P. | 49 | $2.38K | 0.00% | +49 | New |
| JFS Wealth Advisors, LLC | 55 | $2.67K | 0.00% | +25+83.3% | Added |
| Rothschild Investment LLC | 56 | $2.72K | 0.00% | +6+12.0% | Added |
| Brown Brothers Harriman & Co | 58 | $2.82K | 0.00% | +58 | New |
| Hilton Head Capital Partners, LLC | 61 | $2.96K | 0.00% | +61 | New |
| Northwestern Mutual Wealth Management Co | 62 | $3.01K | 0.00% | −1−1.6% | Reduced |
| Huntington National Bank | 74 | $3.59K | 0.00% | −6−7.5% | Reduced |
| True Wealth Design, LLC | 77 | $3.74K | 0.00% | −1−1.3% | Reduced |
| WPG Advisers, LLC | 80 | $3.88K | 0.00% | −96−54.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 82 | $3.98K | 0.00% | −123−60.0% | Reduced |
| Private Wealth Management Group, LLC | 85 | $4.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $4.37K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 96 | $4.66K | 0.00% | +49+104.3% | Added |
| Bell Investment Advisors, Inc | 104 | $5.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $5.68K | 0.00% | +28+31.5% | Added |
| TD Private Client Wealth LLC | 127 | $6.17K | 0.00% | −210−62.3% | Reduced |
| Stone House Investment Management, LLC | 136 | $6.60K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 141 | $6.82K | 0.00% | +141 | New |
| IFP Advisors, Inc | 143 | $6.94K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 160 | $7.76K | 0.00% | +160 | New |
| Private Trust Co NA | 183 | $8.88K | 0.00% | +26+16.6% | Added |
| Root Financial Partners, LLC | 199 | $9.66K | 0.00% | +30+17.8% | Added |
| Quent Capital, LLC | 202 | $9.81K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 135 | $10.2K | 0.01% | +135 | New |
| Los Angeles Capital Management LLC | 208 | $10.5K | 0.00% | +208 | New |
| Smartleaf Asset Management LLC | 235 | $11.4K | 0.00% | +28+13.5% | Added |
| Massmutual Trust Co FSB | 237 | $11.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 248 | $12.0K | 0.00% | +65+35.5% | Added |
| Sound Income Strategies, LLC | 215 | $12.1K | 0.00% | +190+760.0% | Added |
| Simplex Trading, LLC | 251 | $12.2K | 0.00% | +251 | New |
| Eastern Bank | 273 | $13.3K | 0.00% | +273 | New |
| Spire Wealth Management | 283 | $13.7K | 0.00% | −648−69.6% | Reduced |
| Salomon & Ludwin, LLC | 305 | $14.3K | 0.00% | +41+15.5% | Added |
| Signaturefd, LLC | 324 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 403 | $19.6K | 0.00% | −10−2.4% | Reduced |
| Fifth Third Bancorp | 451 | $21.9K | 0.00% | +10+2.3% | Added |
| Federated Hermes, Inc. | 479 | $23.3K | 0.00% | −279−36.8% | Reduced |
| Allworth Financial LP | 544 | $26.4K | 0.00% | +4+0.7% | Added |
| Jones Financial Companies LLLP | 588 | $28.5K | 0.00% | +41+7.5% | Added |
| Parallel Advisors, LLC | 594 | $28.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 596 | $28.9K | 0.01% | −83−12.2% | Reduced |
| Nomura Asset Management Co Ltd | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 660 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 687 | $33.4K | 0.00% | +377+121.6% | Added |
| Leonteq Securities AG | 910 | $44.2K | 0.00% | +204+28.9% | Added |
| Garton & Associates Financial Advisors LLC | 940 | $45.6K | 0.03% | +940 | New |
| Public Employees Retirement System of Ohio | 949 | $46.1K | 0.00% | +25+2.7% | Added |
| Essential Partners LLC | 959 | $46.6K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 963 | $46.8K | 0.00% | +822+583.0% | Added |
| US Bancorp | 997 | $48.4K | 0.00% | −20−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,051 | $51.0K | 0.00% | −58−5.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,075 | $52.2K | 0.01% | +1,075 | New |
| Founders Capital Management | 1,100 | $53.4K | 0.03% | +300+37.5% | Added |
| Sunbelt Securities, Inc. | 1,396 | $67.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,748 | $84.9K | 0.00% | +1,748 | New |
| The PNC Financial Services Group, Inc. | 1,782 | $86.5K | 0.00% | +59+3.4% | Added |
| KBC Group NV | 1,784 | $87.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,902 | $92.0K | 0.00% | +361+23.4% | Added |
| Westfuller Advisors, LLC | 1,919 | $93.2K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,919 | $93.2K | 0.01% | +1,919 | New |
| Quadrant Capital Group LLC | 1,995 | $96.9K | 0.00% | +8+0.4% | Added |
| Persistent Asset Partners Ltd | 2,000 | $97.1K | 0.05% | +2,000 | New |
| Caitlin John, LLC | 2,165 | $105.1K | 0.07% | −417−16.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,291 | $111.2K | 0.00% | +113+5.2% | Added |
| Sterling Capital Management LLC | 2,319 | $112.6K | 0.00% | −11,137−82.8% | Reduced |
| BFSG, LLC | 2,583 | $125.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,183 | $154.5K | 0.00% | +1,545+94.3% | Added |
| Ameritas Investment Partners, Inc. | 3,361 | $163.2K | 0.00% | 00.0% | Unchanged |
