| Covestor Ltd | 2 | $0 | 0.00% | −876−99.8% | Reduced |
| Assetmark, Inc | 1 | $77 | 0.00% | −12−92.3% | Reduced |
| Hughes Financial Services, LLC | 1 | $77 | 0.00% | −2−66.7% | Reduced |
| SBI Securities Co., Ltd. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $77 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $155 | 0.00% | −24−92.3% | Reduced |
| Abound Wealth Management | 2 | $155 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $155 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4 | $309 | 0.00% | −68−94.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $309 | 0.00% | +1+33.3% | Added |
| Vermillion Wealth Management, Inc. | 4 | $309 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $310 | 0.00% | +1+33.3% | Added |
| Gilpin Wealth Management, LLC | 4 | $310 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $387 | 0.00% | +2+66.7% | Added |
| Investors Portfolio Services LLC | 6 | $448 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $464 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $464 | 0.00% | +3+100.0% | Added |
| True Wealth Design, LLC | 8 | $619 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 9 | $696 | 0.00% | −111−92.5% | Reduced |
| Bell Investment Advisors, Inc | 9 | $696 | 0.00% | −10−52.6% | Reduced |
| Massmutual Trust Co FSB | 11 | $850 | 0.00% | +2+22.2% | Added |
| Spire Wealth Management | 13 | $994 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.08K | 0.00% | −47−77.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 14 | $1.08K | 0.00% | +9+180.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $1.39K | 0.00% | −9−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 18 | $1.41K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 19 | $1.47K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $1.62K | 0.00% | −13−38.2% | Reduced |
| Brown Brothers Harriman & Co | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 32 | $2.47K | 0.00% | −24−42.9% | Reduced |
| Parkside Financial Bank & Trust | 32 | $2.47K | 0.00% | +25+357.1% | Added |
| Truvestments Capital LLC | 33 | $2.55K | 0.00% | +33 | New |
| MAI Capital Management | 34 | $2.63K | 0.00% | +7+25.9% | Added |
| WealthCollab, LLC | 38 | $2.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $3.09K | 0.00% | +33+471.4% | Added |
| Rockefeller Capital Management L.P. | 41 | $3.17K | 0.00% | −2,449−98.4% | Reduced |
| Fortitude Family Office, LLC | 46 | $3.56K | 0.00% | +12+35.3% | Added |
| Essential Partners LLC | 48 | $3.71K | 0.00% | +23+92.0% | Added |
| Basecamp Wealth Advisors LLC | 49 | $3.79K | 0.00% | −258−84.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 57 | $4.41K | 0.00% | +57 | New |
| Salomon & Ludwin, LLC | 58 | $4.57K | 0.00% | −165−74.0% | Reduced |
| First Horizon Corp | 64 | $4.95K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 64 | $4.95K | 0.00% | +23+56.1% | Added |
| Rothschild Investment LLC | 64 | $4.95K | 0.00% | +45+236.8% | Added |
| Mather Group, LLC. | 65 | $5.02K | 0.00% | +65 | New |
| Federation des caisses Desjardins du Quebec | 74 | $5.72K | 0.00% | +74 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $6.34K | 0.00% | −107−56.6% | Reduced |
| Quarry LP | 86 | $6.65K | 0.00% | +21+32.3% | Added |
| McIlrath & Eck, LLC | 95 | $7.34K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $7.81K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 112 | $9.00K | 0.00% | +22+24.4% | Added |
| Bangor Savings Bank | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 147 | $11.4K | 0.00% | +147 | New |
| Los Angeles Capital Management LLC | 151 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 157 | $12.1K | 0.00% | +157 | New |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 222 | $17.0K | 0.00% | +137+161.2% | Added |
| SRS Capital Advisors, Inc. | 224 | $17.3K | 0.00% | +96+75.0% | Added |
| Whittier Trust Co | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $18.1K | 0.00% | −251−51.8% | Reduced |
| International Assets Investment Management, LLC | 238 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 277 | $21.5K | 0.02% | +270+3,857.1% | Added |
| Monetary Management Group Inc | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 302 | $23.3K | 0.00% | +302 | New |
| Huntington National Bank | 364 | $28.1K | 0.00% | +13+3.7% | Added |
| Clarity Asset Management, Inc. | 385 | $29.8K | 0.02% | +385 | New |
| Public Employees Retirement System of Ohio | 400 | $30.9K | 0.00% | +32+8.7% | Added |
| Versant Capital Management, Inc | 464 | $35.9K | 0.00% | +84+22.1% | Added |
| Smartleaf Asset Management LLC | 468 | $36.5K | 0.00% | −955−67.1% | Reduced |
| EverSource Wealth Advisors, LLC | 502 | $38.8K | 0.00% | +99+24.6% | Added |
| Private Trust Co NA | 505 | $39.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $40.8K | 0.00% | −39−6.9% | Reduced |
| Creative Financial Designs Inc | 558 | $43.1K | 0.00% | −157−22.0% | Reduced |
| Parallel Advisors, LLC | 561 | $43.4K | 0.00% | +34+6.5% | Added |
| Avalon Trust Co | 600 | $46.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $51.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 695 | $53.7K | 0.00% | −66−8.7% | Reduced |
| Sterling Capital Management LLC | 711 | $55.0K | 0.00% | −436−38.0% | Reduced |
| AdvisorNet Financial, Inc | 819 | $63.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 884 | $68.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 919 | $71.0K | 0.00% | −515−35.9% | Reduced |
| IFP Advisors, Inc | 926 | $71.6K | 0.00% | +12+1.3% | Added |
| Hantz Financial Services, Inc. | 1,110 | $86.0K | 0.00% | +694+166.8% | Added |
| Geneos Wealth Management Inc. | 1,128 | $87.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,204 | $93.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,279 | $98.0K | 0.00% | +593+86.4% | Added |
| Stephenson National Bank & Trust | 1,272 | $98.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,338 | $103.4K | 0.01% | +202+17.8% | Added |
| Umb Bank N A | 1,371 | $106.0K | 0.00% | +110+8.7% | Added |
| Johnson Financial Group, Inc. | 1,497 | $115.7K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $115.9K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,509 | $116.6K | 0.00% | +1,051+229.5% | Added |
| Advisory Services Network, LLC | 1,515 | $117.1K | 0.00% | +1,515 | New |
| NBT Bank N A | 1,778 | $137.4K | 0.01% | +1,621+1,032.5% | Added |
| Farther Finance Advisors, LLC | 1,791 | $139.2K | 0.00% | +37+2.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,883 | $145.5K | 0.02% | −97−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,981 | $153.1K | 0.00% | −390−16.4% | Reduced |
