| Covestor Ltd | 1 | $0 | 0.00% | −305−99.7% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $228 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $228 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $229 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $229 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $229 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $229 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $434 | 0.00% | +2 | New |
| Belmont Capital, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $457 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $457 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $912 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $913 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 6 | $1.42K | 0.00% | +3+100.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $1.60K | 0.00% | −1−12.5% | Reduced |
| IFP Advisors, Inc | 0 | $1.82K | 0.00% | 0 | Unchanged |
| Quarry LP | 8 | $1.82K | 0.00% | +8 | New |
| Hantz Financial Services, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 9 | $2.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 11 | $2.51K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 12 | $2.63K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $2.74K | 0.00% | +7+140.0% | Added |
| Bogart Wealth, LLC | 16 | $3.65K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 17 | $3.88K | 0.00% | +17 | New |
| Skopos Labs, Inc. | 19 | $4.33K | 0.00% | +9+90.0% | Added |
| Key Financial Inc | 22 | $5.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $5.02K | 0.00% | +17+340.0% | Added |
| Optiver Holding B.V. | 24 | $5.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $5.93K | 0.00% | +2+8.3% | Added |
| Graney & King, LLC | 30 | $6.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $7.53K | 0.00% | +16+94.1% | Added |
| Sterling Capital Management LLC | 33 | $7.53K | 0.00% | +19+135.7% | Added |
| Rocky Mountain Advisers, LLC | 34 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 37 | $8.00K | 0.00% | +12+48.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 37 | $8.15K | 0.00% | +37 | New |
| First Horizon Advisors, Inc. | 36 | $8.21K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 38 | $8.67K | 0.00% | −207−84.5% | Reduced |
| Dogwood Wealth Management LLC | 40 | $9.19K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 41 | $9.35K | 0.00% | +41 | New |
| Brown Brothers Harriman & Co | 43 | $9.81K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $10.7K | 0.00% | −6−11.3% | Reduced |
| Golden State Wealth Management, LLC | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $11.2K | 0.00% | +49 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 53 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $13.7K | 0.00% | +19+46.3% | Added |
| Clearstead Advisors, LLC | 60 | $13.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 63 | $14.4K | 0.00% | +4+6.8% | Added |
| Umb Bank N A | 64 | $14.6K | 0.00% | +3+4.9% | Added |
| Parkside Financial Bank & Trust | 68 | $15.5K | 0.00% | +2+3.0% | Added |
| Trust Co of Vermont | 75 | $17.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 81 | $18.0K | 0.00% | −46−36.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 82 | $18.7K | 0.01% | −440−84.3% | Reduced |
| Parallel Advisors, LLC | 87 | $19.8K | 0.00% | −70−44.6% | Reduced |
| Public Employees Retirement System of Ohio | 89 | $20.3K | 0.00% | −4−4.3% | Reduced |
| Tortoise Investment Management, LLC | 99 | $22.6K | 0.00% | +14+16.5% | Added |
| Fourth Dimension Wealth, LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 101 | $23.0K | 0.00% | +101 | New |
| Hemington Wealth Management | 107 | $24.0K | 0.00% | −2−1.8% | Reduced |
| Advisors Asset Management, Inc. | 112 | $25.5K | 0.00% | −273−70.9% | Reduced |
| Ancora Advisors, LLC | 115 | $26.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 118 | $26.9K | 0.00% | +118 | New |
| Assetmark, Inc | 129 | $29.4K | 0.00% | +22+20.6% | Added |
| Ameritas Advisory Services, LLC | 133 | $30.3K | 0.00% | +133 | New |
| DekaBank Deutsche Girozentrale | 137 | $31.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151 | $34.0K | 0.00% | +151 | New |
| Versant Capital Management, Inc | 153 | $34.9K | 0.01% | +4+2.7% | Added |
| EverSource Wealth Advisors, LLC | 157 | $35.8K | 0.00% | +106+207.8% | Added |
| Farther Finance Advisors, LLC | 159 | $36.2K | 0.00% | +3+1.9% | Added |
| Trust Co | 168 | $38.3K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 180 | $41.0K | 0.03% | +1+0.6% | Added |
| Center for Financial Planning, Inc. | 200 | $45.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $45.6K | 0.00% | +200 | New |
| Marshall & Sterling Wealth Advisors Inc. | 204 | $46.5K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 210 | $47.9K | 0.00% | +18+9.4% | Added |
| Fifth Third Bancorp | 225 | $51.3K | 0.00% | +12+5.6% | Added |
| Ronald Blue Trust, Inc. | 248 | $56.6K | 0.00% | −47−15.9% | Reduced |
| State of Wyoming | 262 | $59.8K | 0.01% | −304−53.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 263 | $60.0K | 0.00% | −1−0.4% | Reduced |
| Missouri Trust & Investment Co | 300 | $68.4K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 337 | $77.0K | 0.00% | −260−43.6% | Reduced |
| CIBC Private Wealth Group, LLC | 342 | $78.0K | 0.00% | +76+28.6% | Added |
| NBT Bank N A | 350 | $79.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $79.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 351 | $80.1K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 363 | $82.7K | 0.01% | +363 | New |
| Rosenberg Matthew Hamilton | 369 | $84.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 379 | $86.5K | 0.00% | +48+14.5% | Added |
| CWM, LLC | 382 | $87.0K | 0.00% | −117−23.4% | Reduced |
| Huntington National Bank | 389 | $88.7K | 0.00% | +4+1.0% | Added |
| STRS Ohio | 400 | $91.2K | 0.00% | −200−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 413 | $94.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 460 | $104.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 570 | $130.0K | 0.00% | 00.0% | Unchanged |