| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| Freestone Grove Partners LP | 1 | $51 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $133 | 0.00% | −1−33.3% | Reduced |
| Basecamp Wealth Advisors LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $155 | 0.00% | +3 | New |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $257 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $257 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $309 | 0.00% | +4+200.0% | Added |
| Abound Wealth Management | 8 | $397 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $668 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 14 | $719 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $720 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $770 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $925 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 20 | $1.03K | 0.00% | +20 | New |
| Hilton Head Capital Partners, LLC | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $1.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $1.23K | 0.00% | +5+26.3% | Added |
| South State Corp. | 26 | $1.34K | 0.00% | +10+62.5% | Added |
| SBI Securities Co., Ltd. | 29 | $1.49K | 0.00% | +8+38.1% | Added |
| Bruce G. Allen Investments, LLC | 32 | $1.64K | 0.00% | −17−34.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $1.75K | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 35 | $1.80K | 0.00% | −620−94.7% | Reduced |
| SHP Wealth Management | 38 | $1.95K | 0.00% | +38 | New |
| Hazlett, Burt & Watson, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 39 | $2.02K | 0.00% | +39 | New |
| Spire Wealth Management | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 43 | $2.21K | 0.00% | +43 | New |
| HM Payson & Co | 45 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 47 | $2.43K | 0.00% | +47 | New |
| Fortitude Family Office, LLC | 48 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 57 | $2.93K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 63 | $3.25K | 0.00% | −1,445−95.8% | Reduced |
| Rialto Wealth Management, LLC | 64 | $3.29K | 0.00% | +30+88.2% | Added |
| Wall Street Financial Group, Inc. | 68 | $3.49K | 0.00% | +68 | New |
| Evelyn Partners Investment Management Services Ltd | 76 | $3.90K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 94 | $4.81K | 0.00% | +94 | New |
| Cedar Mountain Advisors, LLC | 99 | $5.09K | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 103 | $5.29K | 0.00% | −5−4.6% | Reduced |
| Harbour Investments, Inc. | 107 | $5.51K | 0.00% | +20+23.0% | Added |
| Retirement Wealth Solutions LLC | 111 | $5.70K | 0.00% | +33+42.3% | Added |
| IMA Wealth, Inc. | 112 | $5.75K | 0.00% | −7−5.9% | Reduced |
| SJS Investment Consulting Inc. | 112 | $5.75K | 0.00% | +31+38.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 116 | $5.96K | 0.00% | +116 | New |
| Aventura Private Wealth, LLC | 117 | $6.01K | 0.00% | +117 | New |
| UMA Financial Services, Inc. | 129 | $6.63K | 0.00% | +41+46.6% | Added |
| Keating Financial Advisory Services, Inc. | 130 | $6.68K | 0.00% | −2−1.5% | Reduced |
| Sachetta, LLC | 136 | $6.99K | 0.00% | +15+12.4% | Added |
| Cornerstone Financial Management LLC | 144 | $7.40K | 0.01% | +10+7.5% | Added |
| LRI Investments, LLC | 151 | $7.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 154 | $7.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 165 | $8.50K | 0.00% | +61+58.7% | Added |
| ZRC Wealth Management, LLC | 178 | $9.14K | 0.00% | +72+67.9% | Added |
| JFS Wealth Advisors, LLC | 185 | $9.50K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 186 | $9.55K | 0.00% | +186 | New |
| Activest Wealth Management | 201 | $10.3K | 0.00% | +3+1.5% | Added |
| Private Trust Co NA | 206 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 248 | $12.7K | 0.00% | +248 | New |
| Wealth Preservation Advisors, LLC | 253 | $13.0K | 0.01% | +253 | New |
| Evelyn Partners Investment Management LLP | 260 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 269 | $13.8K | 0.00% | −1,438−84.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 271 | $13.9K | 0.00% | −825−75.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 286 | $14.7K | 0.00% | −51−15.1% | Reduced |
| Smartleaf Asset Management LLC | 289 | $14.8K | 0.00% | +123+74.1% | Added |
| Salomon & Ludwin, LLC | 381 | $19.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 383 | $19.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 397 | $20.0K | 0.00% | +397 | New |
| Massmutual Trust Co FSB | 399 | $20.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 416 | $21.4K | 0.00% | +416 | New |
| Lodestone Wealth Management LLC | 457 | $23.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 471 | $24.2K | 0.01% | +471 | New |
| Huntington National Bank | 472 | $24.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 479 | $24.6K | 0.00% | −51−9.6% | Reduced |
| WealthCollab, LLC | 526 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 617 | $31.7K | 0.00% | +11+1.8% | Added |
| AdvisorNet Financial, Inc | 637 | $32.7K | 0.00% | +84+15.2% | Added |
| Ronald Blue Trust, Inc. | 644 | $33.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 656 | $33.7K | 0.01% | −23−3.4% | Reduced |
| Bessemer Group Inc | 802 | $41.0K | 0.00% | −10−1.2% | Reduced |
| Addison Advisors LLC | 912 | $46.9K | 0.01% | +10+1.1% | Added |
| Parkside Financial Bank & Trust | 962 | $49.4K | 0.00% | +64+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,003 | $51.5K | 0.00% | +807+411.7% | Added |
| Root Financial Partners, LLC | 1,007 | $51.7K | 0.00% | +408+68.1% | Added |
| Longfellow Investment Management Co LLC | 1,131 | $58.1K | 0.01% | −476−29.6% | Reduced |
| Quent Capital, LLC | 1,132 | $58.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,333 | $68.5K | 0.00% | −17,525−92.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,410 | $72.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,424 | $73.2K | 0.00% | +17+1.2% | Added |
| Ancora Advisors, LLC | 1,494 | $76.7K | 0.00% | +264+21.5% | Added |
| Hantz Financial Services, Inc. | 1,536 | $79.0K | 0.00% | +705+84.8% | Added |
| Measured Wealth Private Client Group, LLC | 1,546 | $79.4K | 0.02% | −1,774−53.4% | Reduced |
| Larson Financial Group LLC | 1,626 | $83.5K | 0.00% | +844+107.9% | Added |