| Covestor Ltd | 1 | $0 | 0.00% | −342−99.7% | Reduced |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $227 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $227 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $227 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $227 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $454 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $459 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $594 | 0.00% | −1−25.0% | Reduced |
| Atlantic Trust, LLC | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $681 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $681 | 0.00% | +3 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $681 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $690 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $908 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $908 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4 | $908 | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $919 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 5 | $1.14K | 0.00% | −10−66.7% | Reduced |
| HighMark Wealth Management LLC | 6 | $1.36K | 0.00% | −6−50.0% | Reduced |
| Fortitude Family Office, LLC | 6 | $1.36K | 0.00% | +1+20.0% | Added |
| Private Wealth Management Group, LLC | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $1.59K | 0.00% | +7 | New |
| Clayton Financial Group LLC | 8 | $1.82K | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 10 | $2.27K | 0.00% | −1−9.1% | Reduced |
| Global Retirement Partners, LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $2.50K | 0.00% | +2+22.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 11 | $2.50K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $2.50K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $2.95K | 0.00% | −9−40.9% | Reduced |
| Hughes Financial Services, LLC | 14 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $3.18K | 0.00% | −86−86.0% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $3.40K | 0.00% | −1−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $3.40K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $3.63K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19 | $4.31K | 0.00% | +1+5.6% | Added |
| SBI Securities Co., Ltd. | 22 | $4.99K | 0.00% | +2+10.0% | Added |
| High Note Wealth, LLC | 24 | $5.45K | 0.00% | +14+140.0% | Added |
| Golden State Wealth Management, LLC | 25 | $5.67K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 156 | $5.67K | 0.00% | +131+524.0% | Added |
| Root Financial Partners, LLC | 30 | $6.81K | 0.00% | +30 | New |
| Hemington Wealth Management | 32 | $7.00K | 0.00% | +4+14.3% | Added |
| Geneos Wealth Management Inc. | 36 | $8.17K | 0.00% | +2+5.9% | Added |
| Bare Financial Services, Inc | 45 | $10.2K | 0.00% | +4+9.8% | Added |
| Strategic Investment Solutions, Inc. | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $11.3K | 0.00% | +50 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 52 | $12.0K | 0.00% | −13−20.0% | Reduced |
| Acadian Asset Management LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 57 | $12.9K | 0.01% | −6−9.5% | Reduced |
| Massmutual Trust Co FSB | 61 | $13.8K | 0.00% | +3+5.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 62 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $14.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $15.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 73 | $16.6K | 0.01% | −13−15.1% | Reduced |
| IFP Advisors, Inc | 78 | $17.7K | 0.00% | +78 | Added |
| First Horizon Corp | 87 | $19.7K | 0.00% | +87 | New |
| Jones Financial Companies LLLP | 91 | $20.3K | 0.00% | +50+122.0% | Added |
| Umb Bank N A | 93 | $21.1K | 0.00% | +23+32.9% | Added |
| Danske Bank A/S | 100 | $22.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $22.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 111 | $25.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $25.2K | 0.00% | +109+5,450.0% | Added |
| EverSource Wealth Advisors, LLC | 112 | $25.4K | 0.00% | +20+21.7% | Added |
| Signaturefd, LLC | 113 | $25.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 118 | $27.3K | 0.00% | +118 | New |
| Fifth Third Bancorp | 125 | $28.4K | 0.00% | −60−32.4% | Reduced |
| Bessemer Group Inc | 140 | $32.0K | 0.00% | −105−42.9% | Reduced |
| Allworth Financial LP | 155 | $35.3K | 0.00% | +26+20.2% | Added |
| CIBC Private Wealth Group, LLC | 164 | $37.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 175 | $39.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 191 | $43.0K | 0.01% | −343−64.2% | Reduced |
| Manchester Capital Management LLC | 215 | $48.8K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 269 | $61.1K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 273 | $62.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 333 | $77.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 343 | $77.8K | 0.00% | +343 | New |
| Hantz Financial Services, Inc. | 352 | $80.0K | 0.00% | +352 | New |
| Harbour Investments, Inc. | 361 | $81.9K | 0.00% | +29+8.7% | Added |
| Smartleaf Asset Management LLC | 373 | $85.8K | 0.01% | +60+19.2% | Added |
| STRS Ohio | 385 | $87.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 393 | $89.2K | 0.00% | −126−24.3% | Reduced |
| National Bank of Canada | 470 | $106.7K | 0.00% | −13,907−96.7% | Reduced |
| MAI Capital Management | 482 | $109.4K | 0.00% | −40−7.7% | Reduced |
| SRS Capital Advisors, Inc. | 503 | $114.2K | 0.00% | +443+738.3% | Added |
| Quent Capital, LLC | 519 | $117.9K | 0.01% | +519 | New |
| KBC Group NV | 534 | $121.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 544 | $123.0K | 0.00% | +16+3.0% | Added |
| Parallel Advisors, LLC | 553 | $125.5K | 0.00% | −15−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 577 | $131.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $136.2K | 0.00% | 00.0% | Unchanged |
