| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $251 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $251 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $251 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $251 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $254 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $602 | 0.00% | +1+50.0% | Added |
| TD Capital Management LLC | 3 | $752 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $752 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Central Trust Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Gilpin Wealth Management, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $1.75K | 0.00% | −7−50.0% | Reduced |
| Private Wealth Management Group, LLC | 9 | $2.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $2.51K | 0.00% | +6+150.0% | Added |
| Raleigh Capital Management Inc. | 10 | $2.51K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 11 | $2.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $2.78K | 0.00% | −5−31.3% | Reduced |
| Torren Management, LLC | 11 | $2.79K | 0.00% | −396−97.3% | Reduced |
| Signature Equity Partners, LLC | 11 | $2.83K | 0.00% | −1−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.01K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 13 | $3.26K | 0.00% | −42−76.4% | Reduced |
| Fortitude Family Office, LLC | 13 | $3.26K | 0.00% | +8+160.0% | Added |
| Sapience Investments, LLC | 13 | $3.26K | 0.42% | +13 | New |
| Massmutual Trust Co FSB | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 15 | $3.76K | 0.00% | +15 | New |
| St Germain D J Co Inc | 17 | $4.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $4.26K | 0.00% | +1+6.3% | Added |
| Larson Financial Group LLC | 19 | $4.76K | 0.00% | +13+216.7% | Added |
| JNBA Financial Advisors | 21 | $5.26K | 0.00% | +21 | New |
| Dogwood Wealth Management LLC | 22 | $5.51K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $5.51K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $5.76K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $6.27K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 28 | $7.02K | 0.01% | −5−15.2% | Reduced |
| Whittier Trust Co | 33 | $8.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $8.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $8.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $8.77K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 38 | $9.52K | 0.00% | −2,151−98.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 38 | $9.53K | 0.00% | +30+375.0% | Added |
| Rothschild Investment LLC | 43 | $10.8K | 0.00% | +5+13.2% | Added |
| Simplex Trading, LLC | 48 | $12.0K | 0.00% | +48 | New |
| AdvisorNet Financial, Inc | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $13.0K | 0.00% | +42+420.0% | Added |
| Bare Financial Services, Inc | 53 | $13.3K | 0.00% | +10+23.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 58 | $14.5K | 0.00% | +58 | New |
| Mather Group, LLC. | 60 | $15.0K | 0.00% | +60 | New |
| Harbor Capital Advisors, Inc. | 64 | $16.0K | 0.00% | +29+82.9% | Added |
| Signaturefd, LLC | 66 | $16.6K | 0.00% | +5+8.2% | Added |
| Sound Income Strategies, LLC | 66 | $16.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 68 | $17.0K | 0.00% | +12+21.4% | Added |
| Aster Capital Management (DIFC) Ltd | 110 | $17.8K | 0.01% | +110 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 77 | $19.3K | 0.00% | +22+40.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $20.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 84 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 87 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 95 | $23.8K | 0.00% | +95 | New |
| Pin Oak Investment Advisors Inc | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 101 | $25.3K | 0.00% | +101 | New |
| Parallel Advisors, LLC | 102 | $25.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 106 | $26.6K | 0.00% | +14+15.2% | Added |
| Westfuller Advisors, LLC | 107 | $26.9K | 0.01% | −2−1.8% | Reduced |
| Crewe Advisors LLC | 109 | $27.3K | 0.00% | +34+45.3% | Added |
| Kemnay Advisory Services Inc. | 119 | $29.8K | 0.00% | +61+105.2% | Added |
| Salomon & Ludwin, LLC | 129 | $32.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 130 | $32.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $35.8K | 0.00% | +83+286.2% | Added |
| Versant Capital Management, Inc | 148 | $37.1K | 0.00% | +57+62.6% | Added |
| Private Trust Co NA | 149 | $37.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 156 | $39.0K | 0.00% | +55+54.5% | Added |
| Parkside Financial Bank & Trust | 167 | $41.9K | 0.00% | +65+63.7% | Added |
| Opal Wealth Advisors, LLC | 172 | $43.1K | 0.01% | +172 | New |
| Public Employees Retirement System of Ohio | 175 | $43.9K | 0.00% | −5−2.8% | Reduced |
| Huntington National Bank | 183 | $45.9K | 0.00% | −5−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 196 | $49.1K | 0.00% | +27+16.0% | Added |
| Strategic Advocates LLC | 200 | $50.1K | 0.22% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 205 | $51.4K | 0.01% | +50+32.3% | Added |
| Measured Wealth Private Client Group, LLC | 251 | $62.9K | 0.02% | +3+1.2% | Added |
| Ronald Blue Trust, Inc. | 281 | $70.4K | 0.00% | −12−4.1% | Reduced |
| Allworth Financial LP | 293 | $73.4K | 0.00% | −7−2.3% | Reduced |
| Umb Bank N A | 305 | $76.4K | 0.00% | +1+0.3% | Added |
| CWM, LLC | 312 | $78.2K | 0.00% | +34+12.2% | Added |
| Smartleaf Asset Management LLC | 380 | $91.4K | 0.00% | −344−47.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414 | $103.8K | 0.00% | +91+28.2% | Added |
| Wolverine Asset Management LLC | 479 | $120.1K | 0.00% | +335+232.6% | Added |
| Bayforest Capital Ltd | 483 | $121.1K | 0.14% | +483 | New |
| Pinnacle Wealth Planning Services, Inc. | 486 | $121.8K | 0.01% | +21+4.5% | Added |
| Bryn Mawr Trust Co | 550 | $137.9K | 0.00% | 00.0% | Unchanged |