| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $125 | 0.00% | −34−97.1% | Reduced |
| MAI Capital Management | 1 | $125 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $125 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $249 | 0.00% | −77−97.5% | Reduced |
| SJS Investment Consulting Inc. | 2 | $249 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $249 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $249 | 0.00% | +1+100.0% | Added |
| Flagship Harbor Advisors, LLC | 2 | $249 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $249 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $253 | 0.00% | +2 | New |
| Quarry LP | 3 | $373 | 0.00% | −387−99.2% | Reduced |
| Ankerstar Wealth, LLC | 3 | $373 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 4 | $497 | 0.00% | +1+33.3% | Added |
| Financial Consulate, Inc | 4 | $498 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $622 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $622 | 0.00% | +5 | New |
| Optiver Holding B.V. | 6 | $746 | 0.00% | −106−94.6% | Reduced |
| Raffa Wealth Management, LLC | 6 | $746 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $746 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.24K | 0.00% | +3+42.9% | Added |
| Assetmark, Inc | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14 | $1.74K | 0.00% | +14 | New |
| Westfuller Advisors, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $1.91K | 0.00% | −207−93.2% | Reduced |
| Parkside Financial Bank & Trust | 26 | $3.23K | 0.00% | +13+100.0% | Added |
| IFP Advisors, Inc | 27 | $3.36K | 0.00% | +10+58.8% | Added |
| True Wealth Design, LLC | 29 | $3.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 30 | $3.73K | 0.00% | −83−73.5% | Reduced |
| SBI Securities Co., Ltd. | 30 | $3.73K | 0.00% | +30 | New |
| Dogwood Wealth Management LLC | 31 | $3.85K | 0.00% | +31 | New |
| High Note Wealth, LLC | 37 | $4.60K | 0.00% | −4−9.8% | Reduced |
| LRI Investments, LLC | 40 | $4.94K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 42 | $5.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $6.59K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $7.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61 | $7.58K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 67 | $8.00K | 0.00% | −1−1.5% | Reduced |
| Parallel Advisors, LLC | 65 | $8.08K | 0.00% | −7−9.7% | Reduced |
| Hillsdale Investment Management Inc. | 70 | $8.70K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $8.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 63 | $9.20K | 0.00% | +63 | New |
| Huntington National Bank | 80 | $9.95K | 0.00% | +12+17.6% | Added |
| Root Financial Partners, LLC | 98 | $12.2K | 0.00% | +8+8.9% | Added |
| Sunbelt Securities, Inc. | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 104 | $12.9K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 131 | $16.3K | 0.00% | +22+20.2% | Added |
| Quadrant Capital Group LLC | 137 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $17.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 141 | $17.5K | 0.00% | +13+10.2% | Added |
| Umb Bank N A | 142 | $17.7K | 0.00% | +55+63.2% | Added |
| Fifth Third Bancorp | 145 | $18.0K | 0.00% | +19+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $18.6K | 0.00% | −19−11.2% | Reduced |
| Essential Partners LLC | 151 | $18.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 152 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 148 | $20.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 162 | $20.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 182 | $22.6K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 184 | $22.9K | 0.01% | +184 | New |
| Salomon & Ludwin, LLC | 178 | $23.1K | 0.00% | +44+32.8% | Added |
| Danske Bank A/S | 200 | $24.9K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 215 | $26.8K | 0.00% | +215 | New |
| CBIZ Investment Advisory Services, LLC | 224 | $27.9K | 0.00% | −35−13.5% | Reduced |
| Advisor Group Holdings, Inc. | 247 | $30.7K | 0.00% | +18+7.9% | Added |
| Anchor Investment Management, LLC | 250 | $31.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 288 | $35.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 298 | $37.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 316 | $39.3K | 0.00% | −2,314−88.0% | Reduced |
| EverSource Wealth Advisors, LLC | 323 | $40.2K | 0.00% | −29−8.2% | Reduced |
| Kestra Advisory Services, LLC | 324 | $40.3K | 0.00% | +324 | New |
| Versant Capital Management, Inc | 353 | $43.9K | 0.01% | +12+3.5% | Added |
| Public Employees Retirement System of Ohio | 358 | $44.5K | 0.00% | −5−1.4% | Reduced |
| Hantz Financial Services, Inc. | 360 | $45.0K | 0.00% | +148+69.8% | Added |
| CFG Wealth Management Services, Inc. | 440 | $54.7K | 0.05% | +440 | New |
| Pinnacle Wealth Planning Services, Inc. | 490 | $60.9K | 0.01% | +490 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 565 | $70.2K | 0.00% | −129−18.6% | Reduced |
| GAMMA Investing LLC | 604 | $75.1K | 0.00% | +110+22.3% | Added |
| TD Waterhouse Canada Inc. | 650 | $80.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 743 | $92.4K | 0.00% | +743 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 791 | $98.0K | 0.00% | +107+15.6% | Added |
| Banque Cantonale Vaudoise | 848 | $105.0K | 0.00% | +848 | New |
| Brown, Lisle/Cummings, Inc. | 854 | $106.2K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 858 | $106.8K | 0.00% | +518+152.4% | Added |
| KBC Group NV | 899 | $112.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 990 | $123.1K | 0.00% | −177−15.2% | Reduced |
| Acadian Asset Management LLC | 1,009 | $124.0K | 0.00% | +387+62.2% | Added |
| Meeder Asset Management Inc | 1,021 | $126.9K | 0.01% | −708−40.9% | Reduced |
| Smartleaf Asset Management LLC | 1,312 | $166.1K | 0.01% | +634+93.5% | Added |
| New Age Alpha Advisors, LLC | 1,384 | $172.1K | 0.01% | −1,615−53.9% | Reduced |
| AdvisorNet Financial, Inc | 1,398 | $173.8K | 0.01% | −35−2.4% | Reduced |
| Xponance, Inc. | 1,625 | $202.0K | 0.00% | +1,625 | New |
| Atria Investments LLC | 1,634 | $203.2K | 0.00% | −175−9.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,642 | $204.1K | 0.00% | +1,642 | New |
