| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Merrithew & Thorsten Inc | 3 | $0 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 1 | $78 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 2 | $201 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $302 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $302 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $401 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 4 | $402 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $402 | 0.00% | +1+33.3% | Added |
| TD Capital Management LLC | 4 | $402 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 5 | $502 | 0.00% | −5,751−99.9% | Reduced |
| Ankerstar Wealth, LLC | 5 | $502 | 0.00% | +5 | New |
| Flagship Harbor Advisors, LLC | 6 | $602 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $603 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $703 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $703 | 0.00% | +1+16.7% | Added |
| National Bank of Canada | 11 | $1.10K | 0.00% | +11 | New |
| IFP Advisors, Inc | 11 | $1.10K | 0.00% | −47−81.0% | Reduced |
| CVA Family Office, LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.21K | 0.00% | +12 | New |
| Optima Capital LLC | 14 | $1.41K | 0.00% | +14 | New |
| N.E.W. Advisory Services LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.61K | 0.00% | +10+166.7% | Added |
| Fortitude Family Office, LLC | 18 | $1.81K | 0.00% | +3+20.0% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $1.91K | 0.00% | −207−91.6% | Reduced |
| IMA Wealth, Inc. | 21 | $2.11K | 0.00% | +21 | New |
| Elyxium Wealth, LLC | 22 | $2.21K | 0.00% | +22 | New |
| Golden State Wealth Management, LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $2.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $2.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $2.76K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 29 | $2.91K | 0.00% | −32−52.5% | Reduced |
| Godfrey Financial Associates, Inc. | 29 | $2.91K | 0.00% | +29 | New |
| Keating Financial Advisory Services, Inc. | 29 | $2.91K | 0.00% | +29 | New |
| International Assets Investment Management, LLC | 34 | $3.41K | 0.00% | +34 | New |
| Retirement Wealth Solutions LLC | 35 | $3.52K | 0.00% | +12+52.2% | Added |
| MAI Capital Management | 40 | $4.02K | 0.00% | +8+25.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 41 | $4.12K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 41 | $4.12K | 0.00% | +41 | New |
| Trust Co | 46 | $4.62K | 0.00% | +46 | New |
| Delta Asset Management LLC | 50 | $5.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 53 | $5.32K | 0.00% | +17+47.2% | Added |
| Sound Income Strategies, LLC | 57 | $5.68K | 0.00% | +57 | New |
| Rothschild Investment LLC | 61 | $6.13K | 0.00% | −4−6.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 68 | $6.83K | 0.00% | +68 | New |
| Aster Capital Management (DIFC) Ltd | 69 | $6.93K | 0.00% | −93−57.4% | Reduced |
| Prestige Wealth Management Group LLC | 70 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $7.13K | 0.00% | −2−2.7% | Reduced |
| Larson Financial Group LLC | 74 | $7.43K | 0.00% | +2+2.8% | Added |
| Parallel Advisors, LLC | 81 | $8.13K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 85 | $8.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 86 | $8.63K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 87 | $8.74K | 0.00% | +87 | New |
| Harbor Capital Advisors, Inc. | 94 | $9.00K | 0.00% | −2−2.1% | Reduced |
| Basecamp Wealth Advisors LLC | 91 | $9.14K | 0.00% | +91 | New |
| True Wealth Design, LLC | 94 | $9.44K | 0.00% | −1−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 98 | $10.0K | 0.00% | +14+16.7% | Added |
| Bogart Wealth, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 111 | $11.0K | 0.00% | −64−36.6% | Reduced |
| Byrne Asset Management LLC | 120 | $12.0K | 0.01% | −10−7.7% | Reduced |
| Root Financial Partners, LLC | 123 | $12.3K | 0.00% | +7+6.0% | Added |
| Eastern Bank | 128 | $12.9K | 0.00% | +128 | New |
| Allworth Financial LP | 132 | $13.3K | 0.00% | +9+7.3% | Added |
| Optiver Holding B.V. | 157 | $15.8K | 0.00% | −65−29.3% | Reduced |
| Essential Partners LLC | 165 | $16.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 180 | $18.1K | 0.00% | +174+2,900.0% | Added |
| Huntington National Bank | 182 | $18.3K | 0.00% | −31−14.6% | Reduced |
| Private Trust Co NA | 184 | $18.5K | 0.00% | +2+1.1% | Added |
| Quarry LP | 185 | $18.6K | 0.00% | −470−71.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 196 | $19.7K | 0.00% | −100−33.8% | Reduced |
| Global Retirement Partners, LLC | 198 | $19.9K | 0.00% | +11+5.9% | Added |
| Kings Path Partners LLC | 256 | $25.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 261 | $26.2K | 0.01% | +216+480.0% | Added |
| Transamerica Financial Advisors, Inc. | 269 | $27.0K | 0.00% | +197+273.6% | Added |
| CIBC Private Wealth Group, LLC | 283 | $28.4K | 0.00% | +9+3.3% | Added |
| Massmutual Trust Co FSB | 295 | $29.6K | 0.00% | −26−8.1% | Reduced |
| Parkside Financial Bank & Trust | 321 | $32.2K | 0.00% | +44+15.9% | Added |
| Salomon & Ludwin, LLC | 318 | $32.9K | 0.00% | −57−15.2% | Reduced |
| Farther Finance Advisors, LLC | 332 | $33.3K | 0.00% | −817−71.1% | Reduced |
| Umb Bank N A | 336 | $33.7K | 0.00% | +10+3.1% | Added |
| EverSource Wealth Advisors, LLC | 373 | $37.5K | 0.00% | −417−52.8% | Reduced |
| Signature Equity Partners, LLC | 407 | $40.9K | 0.02% | +407 | New |
| Triumph Capital Management | 425 | $42.7K | 0.01% | −3,426−89.0% | Reduced |
| Fifth Third Bancorp | 564 | $56.6K | 0.00% | −3−0.5% | Reduced |
| SageView Advisory Group, LLC | 575 | $57.7K | 0.00% | +575 | New |
| Jones Financial Companies LLLP | 585 | $58.8K | 0.00% | +3+0.5% | Added |
| Signaturefd, LLC | 592 | $59.4K | 0.00% | −16−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 768 | $77.1K | 0.00% | −73−8.7% | Reduced |
| C M Bidwell & Associates Ltd | 803 | $80.6K | 0.04% | −137−14.6% | Reduced |
| Exchange Traded Concepts, LLC | 824 | $82.7K | 0.00% | +824 | New |
| Bridge Generations Wealth Management LLC | 1,000 | $100.4K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,037 | $104.8K | 0.00% | +140+15.6% | Added |
| Walleye Trading LLC | 1,052 | $105.6K | 0.00% | −273−20.6% | Reduced |
| US Bancorp | 1,172 | $117.7K | 0.00% | −584−33.3% | Reduced |
| Versant Capital Management, Inc | 1,219 | $122.4K | 0.02% | −37−2.9% | Reduced |
| NBC Securities, Inc. | 1,221 | $122.6K | 0.01% | −1,663−57.7% | Reduced |
| Kestra Advisory Services, LLC | 1,298 | $130.3K | 0.00% | +1,298 | New |
| Ronald Blue Trust, Inc. | 1,372 | $137.8K | 0.00% | +205+17.6% | Added |
| Vestcor Inc | 1,373 | $138.0K | 0.00% | +1,373 | New |
