| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $68 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $68 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2 | $136 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $137 | 0.00% | −2−50.0% | Reduced |
| MV Capital Management, Inc. | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3 | $205 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $205 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $205 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $209 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $273 | 0.00% | +1+33.3% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $410 | 0.00% | −1−14.3% | Reduced |
| Sound Income Strategies, LLC | 7 | $474 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $477 | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $478 | 0.00% | −2−22.2% | Reduced |
| Cromwell Holdings LLC | 7 | $478 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $546 | 0.00% | −8−50.0% | Reduced |
| Umb Bank N A | 8 | $546 | 0.00% | +6+300.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $682 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $752 | 0.00% | +5+83.3% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $819 | 0.00% | +9+300.0% | Added |
| TD Waterhouse Canada Inc. | 14 | $955 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14 | $956 | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 15 | $1.02K | 0.00% | +2+15.4% | Added |
| Curio Wealth, LLC | 15 | $1.03K | 0.00% | +15 | New |
| PayPay Securities Corp | 17 | $1.16K | 0.03% | +4+30.8% | Added |
| Westside Investment Management, Inc. | 18 | $1.23K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 18 | $1.23K | 0.00% | +5+38.5% | Added |
| Aspect Partners, LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 22 | $1.50K | 0.00% | +22 | New |
| Quent Capital, LLC | 23 | $1.57K | 0.00% | −4−14.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $1.57K | 0.00% | +8+53.3% | Added |
| MAI Capital Management | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.05K | 0.00% | −17−36.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 32 | $2.18K | 0.00% | +32 | New |
| Godfrey Financial Associates, Inc. | 36 | $2.46K | 0.00% | +36 | New |
| Keating Financial Advisory Services, Inc. | 38 | $2.59K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 39 | $2.66K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 41 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ossiam | 42 | $2.87K | 0.00% | +12+40.0% | Added |
| JFS Wealth Advisors, LLC | 44 | $3.00K | 0.00% | +9+25.7% | Added |
| Brown Brothers Harriman & Co | 47 | $3.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 54 | $3.68K | 0.00% | −23−29.9% | Reduced |
| Massmutual Trust Co FSB | 56 | $3.82K | 0.00% | +4+7.7% | Added |
| TD Private Client Wealth LLC | 59 | $4.03K | 0.00% | +9+18.0% | Added |
| Bell Investment Advisors, Inc | 64 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $4.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $4.91K | 0.00% | −42−36.8% | Reduced |
| Bear Mountain Capital, Inc. | 74 | $4.97K | 0.00% | −2−2.6% | Reduced |
| American Capital Advisory, LLC | 73 | $4.98K | 0.00% | +3+4.3% | Added |
| CIBC Private Wealth Group, LLC | 74 | $5.05K | 0.00% | −141−65.6% | Reduced |
| Chung Wu Investment Group, LLC | 80 | $5.46K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 84 | $6.00K | 0.00% | −9−9.7% | Reduced |
| Fifth Third Bancorp | 93 | $6.34K | 0.00% | +5+5.7% | Added |
| NBT Bank N A | 100 | $6.82K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $6.82K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $6.82K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $6.82K | 0.00% | +100 | New |
| Bessemer Group Inc | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 103 | $7.03K | 0.00% | +13+14.4% | Added |
| IFC & Insurance Marketing, Inc. | 110 | $8.00K | 0.01% | +110 | New |
| Mirae Asset Global Investments Co., Ltd. | 121 | $8.26K | 0.00% | −5−4.0% | Reduced |
| PFS Partners, LLC | 130 | $8.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 130 | $8.87K | 0.00% | +1+0.8% | Added |
| Triumph Capital Management | 150 | $10.2K | 0.00% | +150 | New |
| Perkins Coie Trust Co | 175 | $11.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 247 | $16.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 259 | $17.0K | 0.00% | +18+7.5% | Added |
| Flagship Harbor Advisors, LLC | 267 | $18.2K | 0.00% | +267 | New |
| MCF Advisors LLC | 288 | $19.7K | 0.00% | +288 | New |
| Quadrant Capital Group LLC | 300 | $20.5K | 0.00% | −171−36.3% | Reduced |
| IFP Advisors, Inc | 331 | $22.6K | 0.00% | +14+4.4% | Added |
| EverSource Wealth Advisors, LLC | 347 | $23.7K | 0.00% | +190+121.0% | Added |
| Farther Finance Advisors, LLC | 389 | $26.5K | 0.00% | +19+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 431 | $29.4K | 0.00% | −30−6.5% | Reduced |
| Rothschild Investment LLC | 431 | $29.4K | 0.00% | −3−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 442 | $30.2K | 0.00% | +354+402.3% | Added |
| Smartleaf Asset Management LLC | 442 | $30.6K | 0.00% | +18+4.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 500 | $34.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $34.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 500 | $34.1K | 0.00% | +500 | New |
| Allworth Financial LP | 675 | $46.1K | 0.00% | +102+17.8% | Added |
| Kestra Advisory Services, LLC | 683 | $46.6K | 0.00% | +683 | New |
| CX Institutional | 689 | $47.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 760 | $51.9K | 0.00% | +50+7.0% | Added |
| MetLife Investment Management | 788 | $53.8K | 0.00% | −44−5.3% | Reduced |
| Quarry LP | 822 | $56.1K | 0.01% | +822 | New |
| Global Retirement Partners, LLC | 846 | $57.7K | 0.00% | +826+4,130.0% | Added |
| Storebrand Asset Management AS | 869 | $59.3K | 0.00% | −1,070−55.2% | Reduced |