| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $321 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $321 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $321 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $321 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $322 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $322 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $643 | 0.00% | −24−92.3% | Reduced |
| American Capital Advisory, LLC | 2 | $643 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3 | $951 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $964 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $964 | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $965 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $965 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $965 | 0.00% | +1+50.0% | Added |
| Cromwell Holdings LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4 | $1.29K | 0.00% | +4 | New |
| Kilter Group LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.61K | 0.00% | +2+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 5 | $1.61K | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $1.61K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $2.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $2.25K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 10 | $3.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $3.21K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $3.21K | 0.00% | +7+233.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 11 | $3.54K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $3.86K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $3.86K | 0.00% | +2+20.0% | Added |
| Fortitude Family Office, LLC | 12 | $3.86K | 0.00% | +8+200.0% | Added |
| Zions Bancorporation, National Association | 12 | $3.86K | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 13 | $4.14K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $4.14K | 0.00% | +8+160.0% | Added |
| Parkside Financial Bank & Trust | 13 | $4.18K | 0.00% | +1+8.3% | Added |
| Bruce G. Allen Investments, LLC | 15 | $4.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $4.82K | 0.00% | +1+7.1% | Added |
| CVA Family Office, LLC | 15 | $4.82K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 17 | $5.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $6.43K | 0.00% | +1+5.3% | Added |
| Spire Wealth Management | 21 | $6.75K | 0.00% | +21 | New |
| MCF Advisors LLC | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25 | $8.04K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $8.04K | 0.00% | +19+316.7% | Added |
| Marquette Asset Management, LLC | 30 | $9.64K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 30 | $9.64K | 0.00% | +8+36.4% | Added |
| True Wealth Design, LLC | 30 | $9.64K | 0.00% | +14+87.5% | Added |
| ZRC Wealth Management, LLC | 31 | $9.96K | 0.00% | +6+24.0% | Added |
| SRS Capital Advisors, Inc. | 31 | $10.0K | 0.00% | −445−93.5% | Reduced |
| Private Wealth Asset Management, LLC | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 46 | $14.8K | 0.00% | +46 | New |
| Root Financial Partners, LLC | 47 | $15.1K | 0.00% | +9+23.7% | Added |
| Strategic Investment Solutions, Inc. | 48 | $15.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $16.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $17.0K | 0.00% | +53 | New |
| WPG Advisers, LLC | 57 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $18.6K | 0.00% | +7+13.7% | Added |
| Los Angeles Capital Management LLC | 60 | $19.3K | 0.00% | −33−35.5% | Reduced |
| First Horizon Corp | 61 | $19.6K | 0.00% | −26−29.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 62 | $19.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $20.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $22.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $22.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 80 | $25.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $29.9K | 0.00% | +19+25.7% | Added |
| Larson Financial Group LLC | 99 | $31.8K | 0.00% | +86+661.5% | Added |
| SJS Investment Consulting Inc. | 100 | $32.1K | 0.00% | +83+488.2% | Added |
| Wolff Wiese Magana LLC | 100 | $32.1K | 0.02% | +100 | New |
| Huntington National Bank | 109 | $35.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 122 | $39.2K | 0.00% | +6+5.2% | Added |
| Signaturefd, LLC | 136 | $43.7K | 0.00% | +15+12.4% | Added |
| GHP Investment Advisors, Inc. | 158 | $50.8K | 0.00% | +158 | New |
| Salomon & Ludwin, LLC | 157 | $50.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $52.1K | 0.00% | +42+35.0% | Added |
| Sound Income Strategies, LLC | 174 | $55.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 175 | $56.2K | 0.00% | +61+53.5% | Added |
| Leonteq Securities AG | 203 | $65.2K | 0.00% | −163−44.5% | Reduced |
| Allworth Financial LP | 221 | $71.2K | 0.00% | +25+12.8% | Added |
| MetLife Investment Management | 264 | $84.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 273 | $87.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 485 | $94.4K | 0.03% | +384+380.2% | Added |
| Hantz Financial Services, Inc. | 307 | $99.0K | 0.00% | −30−8.9% | Reduced |
| Parallel Advisors, LLC | 320 | $102.8K | 0.00% | −30−8.6% | Reduced |
| Whittier Trust Co | 333 | $108.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 373 | $116.6K | 0.00% | −80−17.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 366 | $117.6K | 0.02% | +244+200.0% | Added |
| STRS Ohio | 385 | $123.7K | 0.00% | −1−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 443 | $142.4K | 0.01% | +19+4.5% | Added |
| Walleye Trading LLC | 444 | $142.7K | 0.00% | +444 | New |
| Bayforest Capital Ltd | 447 | $143.7K | 0.16% | −121−21.3% | Reduced |
| National Bank of Canada | 467 | $150.1K | 0.00% | −1−0.2% | Reduced |
| Harbour Investments, Inc. | 473 | $152.0K | 0.00% | +111+30.7% | Added |
| Newbridge Financial Services Group, Inc. | 516 | $165.8K | 0.03% | +512+12,800.0% | Added |
| MAI Capital Management | 518 | $166.5K | 0.00% | +38+7.9% | Added |