| Clearstead Advisors, LLC | 5,361 | $143.9K | 0.00% | +5,361 | New |
| Custom Index Systems, LLC | 4,962 | $133.2K | 0.05% | +4,962 | New |
| Ronald Blue Trust, Inc. | 4,217 | $113.2K | 0.00% | +644+18.0% | Added |
| GAMMA Investing LLC | 3,961 | $106.4K | 0.00% | +1,298+48.7% | Added |
| Advisor Group Holdings, Inc. | 3,899 | $104.7K | 0.00% | +969+33.1% | Added |
| US Bancorp | 3,694 | $99.2K | 0.00% | +920+33.2% | Added |
| Covestor Ltd | 3,641 | $98.0K | 0.06% | +1,012+38.5% | Added |
| Wells Fargo & Company | 3,141 | $84.3K | 0.00% | −2,415−43.5% | Reduced |
| Essential Partners LLC | 3,132 | $84.1K | 0.04% | −1,088−25.8% | Reduced |
| Bessemer Group Inc | 3,065 | $82.0K | 0.00% | +2,502+444.4% | Added |
| The PNC Financial Services Group, Inc. | 2,860 | $76.8K | 0.00% | +1,706+147.8% | Added |
| EverSource Wealth Advisors, LLC | 2,317 | $62.2K | 0.00% | −2,297−49.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,910 | $51.3K | 0.00% | +1,910 | New |
| Parallel Advisors, LLC | 1,739 | $46.7K | 0.00% | −2,010−53.6% | Reduced |
| CX Institutional | 1,518 | $41.0K | 0.00% | −3,728−71.1% | Reduced |
| First Horizon Corp | 1,527 | $41.0K | 0.00% | +843+123.2% | Added |
| SJS Investment Consulting Inc. | 1,508 | $40.5K | 0.00% | −300−16.6% | Reduced |
| Allworth Financial LP | 1,462 | $39.3K | 0.00% | −942−39.2% | Reduced |
| Jones Financial Companies LLLP | 1,314 | $35.2K | 0.00% | −358−21.4% | Reduced |
| Global Retirement Partners, LLC | 1,280 | $34.4K | 0.00% | +1,280 | New |
| Rockefeller Capital Management L.P. | 1,244 | $33.4K | 0.00% | −1,086−46.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,141 | $31.0K | 0.00% | +1,141 | New |
| STRS Ohio | 1,150 | $30.9K | 0.00% | −154−11.8% | Reduced |
| LRI Investments, LLC | 1,150 | $30.9K | 0.00% | +143+14.2% | Added |
| True Wealth Design, LLC | 1,118 | $30.0K | 0.01% | +175+18.6% | Added |
| Grove Bank & Trust | 1,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 890 | $23.9K | 0.00% | −3−0.3% | Reduced |
| Signaturefd, LLC | 806 | $21.6K | 0.00% | −964−54.5% | Reduced |
| ZRC Wealth Management, LLC | 790 | $21.2K | 0.01% | +262+49.6% | Added |
| Neo Ivy Capital Management | 768 | $20.6K | 0.00% | +768 | New |
| Aster Capital Management (DIFC) Ltd | 766 | $20.6K | 0.00% | +766 | New |
| Zions Bancorporation, National Association | 490 | $13.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 479 | $13.0K | 0.00% | +479 | New |
| Salomon & Ludwin, LLC | 454 | $12.3K | 0.00% | +405+826.5% | Added |
| Farther Finance Advisors, LLC | 446 | $12.0K | 0.00% | −84−15.8% | Reduced |
| JPL Wealth Management, LLC | 420 | $11.3K | 0.00% | +420 | New |
| Salem Investment Counselors Inc | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 386 | $10.4K | 0.00% | −486−55.7% | Reduced |
| Atlantic Trust, LLC | 316 | $8.48K | 0.00% | −215−40.5% | Reduced |
| Bare Financial Services, Inc | 315 | $8.46K | 0.00% | +258+452.6% | Added |
| Assetmark, Inc | 311 | $8.35K | 0.00% | +296+1,973.3% | Added |
| SBI Securities Co., Ltd. | 304 | $8.16K | 0.00% | +2+0.7% | Added |
| CVA Family Office, LLC | 281 | $7.54K | 0.00% | +58+26.0% | Added |
| Transamerica Financial Advisors, Inc. | 274 | $7.36K | 0.00% | +262+2,183.3% | Added |
| Parkside Financial Bank & Trust | 230 | $6.18K | 0.00% | +166+259.4% | Added |
| IFP Advisors, Inc | 227 | $6.09K | 0.00% | −259−53.3% | Reduced |
| Highline Wealth Partners LLC | 214 | $5.75K | 0.00% | +214 | New |
| Cedar Mountain Advisors, LLC | 175 | $4.70K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 170 | $4.56K | 0.00% | −593−77.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 168 | $4.51K | 0.00% | +64+61.5% | Added |
| JFS Wealth Advisors, LLC | 154 | $4.13K | 0.00% | +7+4.8% | Added |
| Fortitude Family Office, LLC | 151 | $4.05K | 0.00% | −13−7.9% | Reduced |
| Massmutual Trust Co FSB | 142 | $3.81K | 0.00% | −157−52.5% | Reduced |
| Optiver Holding B.V. | 140 | $3.76K | 0.00% | +140 | New |
| Owl Creek Wealth Partners LLC | 125 | $3.36K | 0.00% | −185−59.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 118 | $3.17K | 0.00% | +39+49.4% | Added |
| Umb Bank N A | 112 | $3.01K | 0.00% | +43+62.3% | Added |
| TD Private Client Wealth LLC | 109 | $2.93K | 0.00% | +109 | New |
| Steward Partners Investment Advisory, LLC | 99 | $2.66K | 0.00% | +99 | New |
| Action Point Financial Planning, LLC | 101 | $2.63K | 0.00% | +101 | New |
| Wealth Enhancement Trust Services, Inc. | 84 | $2.25K | 0.00% | +84 | New |
| Silver Grove Financial Group, Inc. | 81 | $2.17K | 0.00% | +81 | New |
| Rialto Wealth Management, LLC | 78 | $2.10K | 0.00% | +45+136.4% | Added |
| Kilter Group LLC | 75 | $2.01K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 60 | $1.61K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 53 | $1.42K | 0.00% | +21+65.6% | Added |
| South State Corp. | 48 | $1.29K | 0.00% | −27−36.0% | Reduced |
| Cornerstone Financial Management LLC | 47 | $1.26K | 0.00% | +2+4.4% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $1.05K | 0.00% | +13+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $967 | 0.00% | −3−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $806 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 26 | $699 | 0.00% | +10+62.5% | Added |
| S&T Bank | 25 | $671 | 0.00% | +17+212.5% | Added |
| Hughes Financial Services, LLC | 23 | $618 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 23 | $618 | 0.00% | +23 | New |
| Godfrey Financial Associates, Inc. | 19 | $510 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $483 | 0.00% | −16−47.1% | Reduced |
| Cornerstone Planning Group LLC | 15 | $393 | 0.00% | −1−6.3% | Reduced |
| International Assets Investment Management, LLC | 8 | $217 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7 | $188 | 0.00% | −1−12.5% | Reduced |
| AdvisorNet Financial, Inc | 7 | $188 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 6 | $163 | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $162 | 0.00% | −92−93.9% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $162 | 0.00% | +6 | New |
| Buck Wealth Strategies, LLC | 5 | $134 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $107 | 0.00% | −33−89.2% | Reduced |
| Planning Strategies Inc. | 3 | $81 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $54 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $54 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $54 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $27 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 0 | $9 | 0.00% | 0 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Altshuler Shaham Ltd | 6,520 | – | – | +585+9.9% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −329,087−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −285,950−100.0% | Sold out |
