| Covestor Ltd | 7 | $0 | 0.00% | −23−76.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $48 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $48 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $49 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $96 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $194 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $242 | 0.00% | −89−94.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $243 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $243 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 9 | $436 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $436 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $436 | 0.00% | +3+50.0% | Added |
| Fortitude Family Office, LLC | 11 | $533 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 13 | $630 | 0.00% | −9−40.9% | Reduced |
| Cornerstone Financial Management LLC | 14 | $678 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16 | $775 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $968 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 29 | $1.40K | 0.00% | +18+163.6% | Added |
| First Horizon Corp | 32 | $1.55K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.60K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 35 | $1.69K | 0.00% | +35 | New |
| Salem Investment Counselors Inc | 35 | $1.70K | 0.00% | +35 | New |
| CVA Family Office, LLC | 37 | $1.79K | 0.00% | +37 | New |
| Rothschild Investment LLC | 38 | $1.84K | 0.00% | +33+660.0% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $1.84K | 0.00% | +37+3,700.0% | Added |
| Red Tortoise LLC | 49 | $2.37K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 80 | $3.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $4.55K | 0.00% | −63−40.1% | Reduced |
| STRS Ohio | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 130 | $6.32K | 0.00% | +30+30.0% | Added |
| Los Angeles Capital Management LLC | 131 | $6.34K | 0.00% | −968−88.1% | Reduced |
| Mather Group, LLC. | 172 | $8.33K | 0.00% | +172 | New |
| Insight Financial Services | 200 | $9.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 203 | $9.80K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $10.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 243 | $11.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 249 | $12.1K | 0.00% | +141+130.6% | Added |
| Highline Wealth Partners LLC | 260 | $12.6K | 0.00% | +260 | New |
| SBI Securities Co., Ltd. | 265 | $12.8K | 0.00% | −8−2.9% | Reduced |
| Parkside Financial Bank & Trust | 269 | $13.0K | 0.00% | −146−35.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 275 | $13.3K | 0.00% | +275 | New |
| Umb Bank N A | 282 | $13.7K | 0.00% | +282 | New |
| The PNC Financial Services Group, Inc. | 291 | $14.1K | 0.00% | +52+21.8% | Added |
| Whittier Trust Co of Nevada Inc | 327 | $15.3K | 0.00% | +327 | New |
| Allworth Financial LP | 330 | $16.0K | 0.00% | +123+59.4% | Added |
| Parallel Advisors, LLC | 344 | $16.7K | 0.00% | +121+54.3% | Added |
| Rossby Financial, LCC | 379 | $17.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 375 | $18.2K | 0.00% | −12−3.1% | Reduced |
| Quadrant Capital Group LLC | 431 | $20.9K | 0.00% | −11−2.5% | Reduced |
| Clear Street Markets LLC | 500 | $24.2K | 0.01% | +500 | New |
| MAI Capital Management | 516 | $25.0K | 0.00% | +16+3.2% | Added |
| Salomon & Ludwin, LLC | 543 | $25.3K | 0.00% | +181+50.0% | Added |
| Rialto Wealth Management, LLC | 600 | $29.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 679 | $31.1K | 0.00% | +337+98.5% | Added |
| Sterling Capital Management LLC | 649 | $31.4K | 0.00% | −278−30.0% | Reduced |
| US Bancorp | 696 | $33.7K | 0.00% | +565+431.3% | Added |
| Bartlett & Co. Wealth Management LLC | 675 | $34.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 718 | $35.0K | 0.00% | +451+168.9% | Added |
| Harbour Investments, Inc. | 816 | $39.5K | 0.00% | +804+6,700.0% | Added |
| Steward Partners Investment Advisory, LLC | 943 | $45.7K | 0.00% | +517+121.4% | Added |
| Chung Wu Investment Group, LLC | 1,040 | $50.3K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,209 | $58.5K | 0.00% | +465+62.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 1,300 | $63.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,372 | $66.4K | 0.00% | +570+71.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,637 | $79.2K | 0.00% | +369+29.1% | Added |
| KBC Group NV | 1,825 | $88.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,907 | $92.3K | 0.03% | +1,907 | New |
| Versant Capital Management, Inc | 1,936 | $93.7K | 0.01% | +122+6.7% | Added |
| Park Place Capital Corp | 2,023 | $97.9K | 0.02% | +2,023 | New |
| Assetmark, Inc | 2,417 | $117.0K | 0.00% | −33−1.3% | Reduced |
| IFP Advisors, Inc | 2,417 | $117.0K | 0.00% | +837+53.0% | Added |
| Spirit of America Management Corp | 2,500 | $121.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,582 | $125.0K | 0.00% | +639+32.9% | Added |
| GAMMA Investing LLC | 2,609 | $126.3K | 0.01% | +848+48.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,895 | $140.1K | 0.02% | +2,895 | New |
| Caitong International Asset Management Co., Ltd | 3,651 | $176.7K | 0.03% | +3,649+182,450.0% | Added |
| Ameritas Investment Partners, Inc. | 3,703 | $179.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,750 | $181.5K | 0.01% | +3,750 | New |
| Simplex Trading, LLC | 3,919 | $189.7K | 0.01% | +3,919 | New |
| Virtus Investment Advisers, Inc. | 4,111 | $199.0K | 0.05% | −594−12.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,300 | $208.2K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,316 | $208.9K | 0.00% | +4,316 | New |
| Xponance, Inc. | 4,339 | $210.1K | 0.00% | +4,339 | New |
| Chicago Partners Investment Group LLC | 4,551 | $218.6K | 0.00% | +4,551 | New |
| Bright Futures Wealth Management, LLC. | 4,556 | $220.6K | 0.15% | +4,556 | New |
| Captrust Financial Advisors | 4,770 | $230.9K | 0.00% | −3,650−43.3% | Reduced |
| State Board of Administration of Florida Retirement System | 4,840 | $234.3K | 0.00% | +4,840 | New |
| Cary Street Partner Investment Advisory LLC | 4,878 | $236.1K | 0.06% | +4,878 | New |
| Oppenheimer Asset Management Inc. | 4,889 | $236.7K | 0.00% | +4,889 | New |
| Principle Wealth Partners LLC | 4,957 | $240.0K | 0.01% | +4,957 | New |
| Infrastructure Capital Advisors, LLC | 5,025 | $243.3K | 0.02% | −253,597−98.1% | Reduced |
| CAPROCK Group, Inc. | 5,027 | $243.4K | 0.01% | +5,027 | New |
| Papamarkou Wellner Asset Management inc. | 5,050 | $244.5K | 0.15% | +5,050 | New |
| Inscription Capital, LLC | 5,073 | $245.6K | 0.03% | +5,073 | New |
| Arrow Investment Advisors, LLC | 5,113 | $247.5K | 0.26% | +5,113 | New |
| Nisa Investment Advisors, LLC | 5,121 | $247.9K | 0.00% | +4,797+1,480.6% | Added |
