| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 1 | $90 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $145 | 0.00% | −1−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 1 | $145 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $145 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $290 | 0.00% | +1+100.0% | Added |
| Signature Equity Partners, LLC | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $434 | 0.00% | +1+50.0% | Added |
| Financial Consulate, Inc | 4 | $579 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $579 | 0.00% | +2+100.0% | Added |
| Larson Financial Group LLC | 5 | $723 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $723 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $868 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $868 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $1.00K | 0.00% | +10 | New |
| Elequin Capital LP | 7 | $1.01K | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 8 | $1.16K | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 9 | $1.30K | 0.00% | +5+125.0% | Added |
| Westfuller Advisors, LLC | 10 | $1.51K | 0.00% | −4−28.6% | Reduced |
| Bogart Wealth, LLC | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.59K | 0.00% | +1+10.0% | Added |
| Farmers & Merchants Investments Inc | 13 | $1.88K | 0.00% | −2−13.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $2.02K | 0.00% | +14 | New |
| Harbour Investments, Inc. | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $2.46K | 0.00% | +6+54.5% | Added |
| CVA Family Office, LLC | 17 | $2.46K | 0.00% | +17 | New |
| Keating Financial Advisory Services, Inc. | 23 | $3.33K | 0.00% | +17+283.3% | Added |
| Whipplewood Advisors, LLC | 26 | $3.76K | 0.00% | +26 | New |
| IFP Advisors, Inc | 27 | $3.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $4.20K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 29 | $4.20K | 0.00% | +29 | New |
| Dogwood Wealth Management LLC | 30 | $4.34K | 0.00% | −1−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $4.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $4.49K | 0.00% | +5+19.2% | Added |
| SBI Securities Co., Ltd. | 32 | $4.63K | 0.00% | +2+6.7% | Added |
| MidFirst Bank | 35 | $5.06K | 0.00% | −2,285−98.5% | Reduced |
| LRI Investments, LLC | 39 | $5.64K | 0.00% | −1−2.5% | Reduced |
| WPG Advisers, LLC | 42 | $6.08K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 99 | $8.08K | 0.00% | +99 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $8.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 63 | $9.11K | 0.00% | −17−21.3% | Reduced |
| Parallel Advisors, LLC | 64 | $9.26K | 0.00% | −1−1.5% | Reduced |
| Sound Income Strategies, LLC | 63 | $9.34K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 66 | $9.55K | 0.00% | +5+8.2% | Added |
| Accent Capital Management, LLC | 67 | $9.69K | 0.00% | +67 | New |
| Valued Wealth Advisors LLC | 68 | $9.84K | 0.00% | +68 | New |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 75 | $11.0K | 0.00% | +8+11.9% | Added |
| GWM Advisors LLC | 90 | $13.0K | 0.00% | −208−69.8% | Reduced |
| Brown Brothers Harriman & Co | 99 | $14.3K | 0.00% | +46+86.8% | Added |
| Sunbelt Securities, Inc. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $14.5K | 0.00% | +100 | New |
| University of Texas/Texas Am Investment Managment Co | 100 | $14.5K | 0.00% | +100 | New |
| South State Corp. | 104 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 111 | $16.1K | 0.00% | +110+11,000.0% | Added |
| Root Financial Partners, LLC | 114 | $16.5K | 0.00% | +16+16.3% | Added |
| Massmutual Trust Co FSB | 120 | $17.4K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 124 | $17.9K | 0.00% | +124 | New |
| Allworth Financial LP | 132 | $19.1K | 0.00% | +1+0.8% | Added |
| Quadrant Capital Group LLC | 137 | $19.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $20.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 139 | $20.1K | 0.01% | −23−14.2% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $20.8K | 0.00% | −172−54.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $21.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 151 | $21.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 152 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 152 | $22.0K | 0.00% | +10+7.0% | Added |
| Kemnay Advisory Services Inc. | 165 | $23.9K | 0.00% | +165 | New |
| Signaturefd, LLC | 169 | $24.4K | 0.00% | +7+4.3% | Added |
| Jones Financial Companies LLLP | 200 | $28.3K | 0.00% | +18+9.9% | Added |
| Cornerstone Planning Group LLC | 146 | $28.6K | 0.00% | −2−1.4% | Reduced |
| Opal Wealth Advisors, LLC | 207 | $29.9K | 0.01% | +207 | New |
| Anchor Investment Management, LLC | 250 | $36.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 267 | $39.5K | 0.00% | +126+89.4% | Added |
| Salomon & Ludwin, LLC | 265 | $39.5K | 0.00% | +87+48.9% | Added |
| Caitong International Asset Management Co., Ltd | 276 | $39.9K | 0.01% | +276 | New |
| Measured Wealth Private Client Group, LLC | 288 | $41.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 343 | $49.6K | 0.00% | −15−4.2% | Reduced |
| Versant Capital Management, Inc | 353 | $51.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 372 | $53.8K | 0.00% | +125+50.6% | Added |
| EverSource Wealth Advisors, LLC | 395 | $57.1K | 0.00% | +72+22.3% | Added |
| Hantz Financial Services, Inc. | 432 | $62.0K | 0.00% | +72+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 506 | $73.2K | 0.01% | +16+3.3% | Added |
| Rockefeller Capital Management L.P. | 527 | $76.3K | 0.00% | −331−38.6% | Reduced |
| Advisory Services Network, LLC | 529 | $76.6K | 0.00% | +529 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 571 | $82.6K | 0.00% | +6+1.1% | Added |
| Sterling Capital Management LLC | 580 | $83.9K | 0.00% | −410−41.4% | Reduced |
| GAMMA Investing LLC | 581 | $84.0K | 0.00% | −23−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 650 | $96.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 848 | $123.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 854 | $123.5K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 911 | $125.2K | 0.00% | −401−30.6% | Reduced |
| KBC Group NV | 899 | $130.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 903 | $130.6K | 0.00% | +112+14.2% | Added |
