| Covestor Ltd | 4 | $0 | 0.00% | −3,556−99.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| Curio Wealth, LLC | 2 | $117 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $175 | 0.00% | +1+50.0% | Added |
| Kilter Group LLC | 3 | $175 | 0.00% | +3 | New |
| Private Trust Co NA | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $350 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $409 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 8 | $467 | 0.00% | +1+14.3% | Added |
| MAI Capital Management | 8 | $467 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 9 | $525 | 0.00% | +8+800.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $583 | 0.00% | +2+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $584 | 0.00% | −2−16.7% | Reduced |
| Ankerstar Wealth, LLC | 14 | $816 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $817 | 0.00% | −8−36.4% | Reduced |
| SJS Investment Consulting Inc. | 14 | $817 | 0.00% | +6+75.0% | Added |
| Gilpin Wealth Management, LLC | 14 | $817 | 0.00% | +6+75.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $1.23K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 28 | $1.63K | 0.00% | +14+100.0% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.45K | 0.00% | −13−23.6% | Reduced |
| Wilkerson Advisory Group LLC | 45 | $2.63K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 52 | $3.03K | 0.00% | +38+271.4% | Added |
| High Note Wealth, LLC | 66 | $3.85K | 0.00% | +66 | New |
| True Wealth Design, LLC | 78 | $4.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 97 | $5.66K | 0.00% | +33+51.6% | Added |
| Massmutual Trust Co FSB | 99 | $5.77K | 0.00% | +21+26.9% | Added |
| CVA Family Office, LLC | 99 | $5.77K | 0.00% | +99 | New |
| GWM Advisors LLC | 100 | $5.83K | 0.00% | +100 | New |
| Sankala Group LLC | 105 | $6.21K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 115 | $6.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 117 | $6.77K | 0.00% | +60+105.3% | Added |
| Keating Financial Advisory Services, Inc. | 119 | $6.94K | 0.00% | +64+116.4% | Added |
| Essential Partners LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 126 | $7.35K | 0.00% | +126 | New |
| First Horizon Corp | 130 | $7.58K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 152 | $8.87K | 0.00% | +152 | New |
| Los Angeles Capital Management LLC | 155 | $9.04K | 0.00% | −470−75.2% | Reduced |
| Rossby Financial, LCC | 175 | $10.1K | 0.00% | +175 | New |
| LRI Investments, LLC | 206 | $12.0K | 0.00% | +61+42.1% | Added |
| Public Employees Retirement System of Ohio | 207 | $12.1K | 0.00% | +207 | New |
| Valued Wealth Advisors LLC | 245 | $14.3K | 0.01% | +245 | New |
| Sound Income Strategies, LLC | 253 | $14.6K | 0.00% | +3+1.2% | Added |
| Bessemer Group Inc | 260 | $15.0K | 0.00% | +44+20.4% | Added |
| Larson Financial Group LLC | 279 | $16.3K | 0.00% | +25+9.8% | Added |
| Root Financial Partners, LLC | 315 | $18.4K | 0.00% | +72+29.6% | Added |
| Hantz Financial Services, Inc. | 351 | $20.0K | 0.00% | +138+64.8% | Added |
| Clearstead Advisors, LLC | 367 | $21.4K | 0.00% | +231+169.9% | Added |
| Huntington National Bank | 416 | $24.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $25.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 437 | $25.5K | 0.00% | +212+94.2% | Added |
| Umb Bank N A | 446 | $26.0K | 0.00% | −9,931−95.7% | Reduced |
| Sunbelt Securities, Inc. | 450 | $26.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 468 | $26.9K | 0.00% | +73+18.5% | Added |
| CoreCap Advisors, LLC | 500 | $29.2K | 0.00% | +500 | New |
| Sterling Capital Management LLC | 542 | $31.6K | 0.00% | −3−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 590 | $34.4K | 0.00% | +590 | New |
| Caitong International Asset Management Co., Ltd | 599 | $34.9K | 0.01% | +584+3,893.3% | Added |
| EverSource Wealth Advisors, LLC | 624 | $36.4K | 0.00% | −47−7.0% | Reduced |
| Salomon & Ludwin, LLC | 809 | $46.9K | 0.00% | +212+35.5% | Added |
| Versant Capital Management, Inc | 941 | $54.9K | 0.01% | +505+115.8% | Added |
| Rockefeller Capital Management L.P. | 957 | $55.9K | 0.00% | −32,810−97.2% | Reduced |
| Sofos Investments, Inc. | 959 | $55.9K | 0.01% | +959 | New |
| Parallel Advisors, LLC | 1,015 | $59.2K | 0.00% | −22−2.1% | Reduced |
| Allworth Financial LP | 1,022 | $59.6K | 0.00% | +39+4.0% | Added |
| Nisa Investment Advisors, LLC | 1,113 | $64.9K | 0.00% | +51+4.8% | Added |
| State of Wyoming | 1,152 | $67.2K | 0.01% | −67−5.5% | Reduced |
| Bayforest Capital Ltd | 1,370 | $79.9K | 0.09% | +1,370 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,500 | $87.5K | 0.01% | +103+7.4% | Added |
| The PNC Financial Services Group, Inc. | 1,545 | $90.1K | 0.00% | +352+29.5% | Added |
| Montag A & Associates Inc | 2,039 | $118.9K | 0.01% | +2,039 | New |
| Kemnay Advisory Services Inc. | 2,077 | $121.1K | 0.02% | +2,077 | New |
| Ensign Peak Advisors, Inc | 2,100 | $122.5K | 0.00% | +2,100 | New |
| GAMMA Investing LLC | 2,190 | $127.7K | 0.01% | +942+75.5% | Added |
| Jones Financial Companies LLLP | 2,337 | $136.6K | 0.00% | +750+47.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,796 | $163.1K | 0.02% | −700−20.0% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $175.0K | 0.01% | +3,000 | New |
| KBC Group NV | 3,062 | $179.0K | 0.00% | +1,000+48.5% | Added |
| Amplify Investments, LLC | 3,230 | $188.4K | 3.38% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,440 | $200.6K | 0.02% | +3,440 | New |
| Hudson Bay Capital Management LP | 3,450 | $201.2K | 0.00% | +3,450 | New |
| Van Hulzen Asset Management, LLC | 3,500 | $204.1K | 0.02% | +3,500 | New |
| RSM US Wealth Management LLC | 3,571 | $208.3K | 0.00% | +3,571 | New |
| Williams Jones Wealth Management, LLC. | 3,797 | $221.4K | 0.00% | +3,797 | New |
| GTS Securities LLC | 3,893 | $227.0K | 0.01% | +3,893 | New |
| Fieldview Capital Management, LLC | 4,018 | $234.3K | 0.07% | +4,018 | New |
| New Age Alpha Advisors, LLC | 4,027 | $234.9K | 0.01% | −90−2.2% | Reduced |
| DnB Asset Management AS | 4,104 | $239.3K | 0.00% | +4,104 | New |
| Abel Hall, LLC | 4,259 | $248.4K | 0.05% | +4,259 | New |
| State Board of Administration of Florida Retirement System | 4,280 | $249.6K | 0.00% | +4,280 | New |
| Neuberger Berman Group LLC | 4,371 | $254.9K | 0.00% | +4,371 | New |
| Aristeia Capital LLC | 4,479 | $261.2K | 0.01% | +4,479 | New |
| Aquatic Capital Management LLC | 4,569 | $266.5K | 0.01% | +4,569 | New |
| Great Valley Advisor Group, Inc. | 4,725 | $275.6K | 0.01% | +4,725 | New |
| Swiss Life Asset Management Ltd | 4,757 | $277.4K | 0.00% | +4,757 | New |
| Jefferies Financial Group Inc. | 4,931 | $287.6K | 0.00% | −50,687−91.1% | Reduced |
