| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $258 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $259 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $259 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $259 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $517 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $517 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $518 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $776 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $776 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $776 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $776 | 0.00% | +2+200.0% | Added |
| Optima Capital LLC | 3 | $776 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $776 | 0.00% | +3 | New |
| Battery Global Advisors, LLC | 2 | $1.00K | 0.00% | −1,080−99.8% | Reduced |
| Fortitude Family Office, LLC | 4 | $1.03K | 0.00% | −2−33.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.03K | 0.00% | +1+33.3% | Added |
| Caldwell Sutter Capital, Inc. | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $1.29K | 0.00% | +1+25.0% | Added |
| Kilter Group LLC | 5 | $1.29K | 0.00% | −2−28.6% | Reduced |
| HighMark Wealth Management LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 6 | $1.55K | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 6 | $1.55K | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 6 | $1.55K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $1.81K | 0.00% | +7 | New |
| Elyxium Wealth, LLC | 9 | $2.33K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $2.59K | 0.00% | +7+233.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.36K | 0.00% | −1−7.1% | Reduced |
| Larson Financial Group LLC | 13 | $3.36K | 0.00% | +2+18.2% | Added |
| International Assets Investment Management, LLC | 13 | $3.36K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 14 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $4.14K | 0.00% | +3+23.1% | Added |
| IAG Wealth Partners, LLC | 17 | $4.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $4.40K | 0.00% | +15+750.0% | Added |
| JFS Wealth Advisors, LLC | 19 | $4.92K | 0.00% | +4+26.7% | Added |
| SBI Securities Co., Ltd. | 22 | $5.69K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25 | $6.47K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $6.47K | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 25 | $6.47K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 26 | $6.72K | 0.00% | −1,192−97.9% | Reduced |
| Marquette Asset Management, LLC | 30 | $7.76K | 0.00% | +30 | New |
| Root Financial Partners, LLC | 38 | $9.83K | 0.00% | +8+26.7% | Added |
| Private Wealth Asset Management, LLC | 40 | $10.3K | 0.00% | +40 | New |
| Strategic Investment Solutions, Inc. | 48 | $12.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $13.2K | 0.00% | +6+13.3% | Added |
| Acadian Asset Management LLC | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 57 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 62 | $16.0K | 0.00% | −2,255−97.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 62 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $16.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $18.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $18.1K | 0.00% | +34+94.4% | Added |
| Massmutual Trust Co FSB | 74 | $19.1K | 0.00% | +13+21.3% | Added |
| IFP Advisors, Inc | 80 | $20.7K | 0.00% | +2+2.6% | Added |
| Los Angeles Capital Management LLC | 93 | $20.9K | 0.00% | +93 | New |
| First Horizon Corp | 87 | $22.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $25.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $25.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 101 | $26.1K | 0.01% | +101 | New |
| Huntington National Bank | 109 | $28.2K | 0.00% | −2−1.8% | Reduced |
| Jones Financial Companies LLLP | 111 | $28.7K | 0.00% | +20+22.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 114 | $29.0K | 0.00% | +62+119.2% | Added |
| Umb Bank N A | 116 | $30.0K | 0.00% | +23+24.7% | Added |
| EverSource Wealth Advisors, LLC | 120 | $31.0K | 0.00% | +8+7.1% | Added |
| Signaturefd, LLC | 121 | $31.3K | 0.00% | +8+7.1% | Added |
| Caitong International Asset Management Co., Ltd | 122 | $31.6K | 0.01% | +49+67.1% | Added |
| Global Retirement Partners, LLC | 125 | $32.3K | 0.00% | +115+1,150.0% | Added |
| Fifth Third Bancorp | 131 | $33.9K | 0.00% | +6+4.8% | Added |
| Salomon & Ludwin, LLC | 157 | $40.1K | 0.00% | +39+33.1% | Added |
| Trust Co of Vermont | 175 | $45.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 174 | $50.4K | 0.00% | +174 | New |
| Allworth Financial LP | 196 | $50.8K | 0.00% | +41+26.5% | Added |
| MetLife Investment Management | 264 | $68.3K | 0.00% | −5−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 273 | $70.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 285 | $73.8K | 0.01% | +285 | New |
| Farther Finance Advisors, LLC | 286 | $74.0K | 0.00% | +175+157.7% | Added |
| Whittier Trust Co | 333 | $84.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 337 | $87.0K | 0.00% | −15−4.3% | Reduced |
| Parallel Advisors, LLC | 350 | $90.5K | 0.00% | −203−36.7% | Reduced |
| Harbour Investments, Inc. | 362 | $93.6K | 0.00% | +1+0.3% | Added |
| Leonteq Securities AG | 366 | $94.7K | 0.01% | −27−6.9% | Reduced |
| Aquatic Capital Management LLC | 377 | $97.5K | 0.00% | −3,695−90.7% | Reduced |
| STRS Ohio | 386 | $99.8K | 0.00% | +1+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 424 | $109.7K | 0.01% | +424 | New |
| Smartleaf Asset Management LLC | 453 | $117.7K | 0.00% | +80+21.4% | Added |
| DekaBank Deutsche Girozentrale | 577 | $118.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 468 | $121.0K | 0.00% | −2−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 476 | $123.1K | 0.00% | −27−5.4% | Reduced |