| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $161 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $161 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $322 | 0.00% | +2 | New |
| Assetmark, Inc | 3 | $483 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $483 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $483 | 0.00% | +3 | New |
| Quarry LP | 4 | $644 | 0.00% | +4 | New |
| Wealth Preservation Advisors, LLC | 4 | $644 | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $644 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 6 | $966 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $966 | 0.00% | +3+100.0% | Added |
| Zions Bancorporation, National Association | 6 | $966 | 0.00% | +6 | New |
| Decker Retirement Planning Inc. | 6 | $966 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 7 | $1.13K | 0.00% | +4+133.3% | Added |
| Clearstead Advisors, LLC | 7 | $1.13K | 0.00% | +7 | New |
| Golden State Equity Partners | 7 | $1.13K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.29K | 0.00% | +6+300.0% | Added |
| Cedar Mountain Advisors, LLC | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.93K | 0.00% | −4−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $1.93K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 14 | $2.25K | 0.00% | +4+40.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 14 | $2.25K | 0.00% | +14 | New |
| Basecamp Wealth Advisors LLC | 17 | $2.74K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $2.90K | 0.00% | +3+20.0% | Added |
| Strive Financial Group ,LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $3.06K | 0.00% | +12+171.4% | Added |
| CVA Family Office, LLC | 19 | $3.06K | 0.00% | +13+216.7% | Added |
| Farmers & Merchants Investments Inc | 22 | $3.54K | 0.00% | +7+46.7% | Added |
| Harbour Investments, Inc. | 25 | $3.88K | 0.00% | −268−91.5% | Reduced |
| Copia Wealth Management | 26 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 33 | $5.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $5.31K | 0.00% | +33 | New |
| Rockefeller Capital Management L.P. | 37 | $5.96K | 0.00% | −9−19.6% | Reduced |
| Evolution Wealth Management Inc. | 37 | $5.96K | 0.00% | +37 | New |
| IFP Advisors, Inc | 43 | $6.92K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $8.05K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $8.05K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 51 | $8.21K | 0.00% | −99−66.0% | Reduced |
| Rothschild Investment LLC | 56 | $9.02K | 0.00% | +21+60.0% | Added |
| SRS Capital Advisors, Inc. | 75 | $12.1K | 0.00% | +1+1.4% | Added |
| Rakuten Securities, Inc. | 75 | $12.1K | 0.01% | +75 | New |
| True Wealth Design, LLC | 86 | $13.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 86 | $13.8K | 0.01% | +86 | New |
| Pinnacle Wealth Planning Services, Inc. | 91 | $14.7K | 0.00% | −448−83.1% | Reduced |
| Umb Bank N A | 91 | $14.7K | 0.00% | −43−32.1% | Reduced |
| Quadrant Capital Group LLC | 94 | $15.1K | 0.00% | +1+1.1% | Added |
| Root Financial Partners, LLC | 95 | $15.3K | 0.00% | +47+97.9% | Added |
| Bryn Mawr Trust Co | 100 | $16.1K | 0.00% | −230−69.7% | Reduced |
| Smartleaf Asset Management LLC | 118 | $16.8K | 0.00% | −27−18.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 107 | $17.3K | 0.00% | +49+84.5% | Added |
| Optiver Holding B.V. | 112 | $18.0K | 0.00% | +102+1,020.0% | Added |
| Truvestments Capital LLC | 132 | $21.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $24.1K | 0.00% | +5+3.4% | Added |
| Kemnay Advisory Services Inc. | 152 | $24.5K | 0.00% | +53+53.5% | Added |
| Farther Finance Advisors, LLC | 169 | $26.7K | 0.00% | +39+30.0% | Added |
| Essential Partners LLC | 178 | $28.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 180 | $29.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 192 | $30.9K | 0.00% | +31+19.3% | Added |
| Ancora Advisors, LLC | 200 | $32.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 260 | $41.9K | 0.01% | −260−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 268 | $43.1K | 0.00% | +254+1,814.3% | Added |
| ROSS\JOHNSON & Associates LLC | 277 | $44.6K | 0.80% | +275+13,750.0% | Added |
| MAI Capital Management | 297 | $47.8K | 0.00% | +295+14,750.0% | Added |
| Meeder Asset Management Inc | 301 | $48.5K | 0.00% | +197+189.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 373 | $60.1K | 0.00% | +94+33.7% | Added |
| Ulland Investment Advisors, LLC | 386 | $62.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 383 | $62.0K | 0.00% | +187+95.4% | Added |
| SBI Securities Co., Ltd. | 386 | $62.1K | 0.00% | +61+18.8% | Added |
| USA Financial Portformulas Corp | 395 | $63.6K | 0.01% | +395 | New |
| Geneos Wealth Management Inc. | 420 | $67.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 465 | $74.9K | 0.00% | +103+28.5% | Added |
| Parallel Advisors, LLC | 490 | $78.9K | 0.00% | +307+167.8% | Added |
| First PREMIER Bank | 500 | $81.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 527 | $84.0K | 0.00% | −1,131−68.2% | Reduced |
| Allworth Financial LP | 604 | $97.2K | 0.00% | +286+89.9% | Added |
| Exchange Traded Concepts, LLC | 661 | $106.4K | 0.00% | −266−28.7% | Reduced |
| Horizon Investments, LLC | 661 | $106.4K | 0.00% | −266−28.7% | Reduced |
| KBC Group NV | 721 | $116.0K | 0.00% | −493−40.6% | Reduced |
| Bayforest Capital Ltd | 781 | $125.7K | 0.14% | +781 | New |
| The PNC Financial Services Group, Inc. | 850 | $136.8K | 0.00% | −279−24.7% | Reduced |
| US Bancorp | 900 | $144.9K | 0.00% | +229+34.1% | Added |
| Nisa Investment Advisors, LLC | 954 | $153.6K | 0.00% | +403+73.1% | Added |
| Vestcor Inc | 956 | $154.0K | 0.00% | +956 | New |
| Spire Wealth Management | 1,151 | $185.3K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,200 | $193.2K | 0.01% | +1,200 | New |
| Net Worth Advisory Group | 1,263 | $203.3K | 0.04% | −3,189−71.6% | Reduced |
| Summit Trail Advisors, LLC | 1,267 | $204.0K | 0.00% | +1,267 | New |
| HighTower Advisors, LLC | 1,268 | $204.2K | 0.00% | +1,268 | New |
| O'Shaughnessy Asset Management, LLC | 1,274 | $205.1K | 0.00% | −1,144−47.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,275 | $205.3K | 0.00% | −2,709−68.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,295 | $208.0K | 0.00% | +1,295 | New |
| Axiom Investment Management LLC | 1,300 | $209.3K | 0.16% | +1,300 | New |
| NBC Securities, Inc. | 1,329 | $214.0K | 0.02% | +996+299.1% | Added |
| VARCOV Co. | 1,381 | $222.3K | 0.08% | +1,381 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,500 | $223.1K | 0.00% | +1,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,401 | $225.6K | 0.00% | +1,401 | New |
| Tradewinds Capital Management, LLC | 1,425 | $229.4K | 0.05% | 00.0% | Unchanged |
