| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $41 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $41 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $42 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $82 | 0.00% | −5−71.4% | Reduced |
| True Wealth Design, LLC | 2 | $83 | 0.00% | −5−71.4% | Reduced |
| SHP Wealth Management | 3 | $124 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $166 | 0.00% | −4−50.0% | Reduced |
| Silicon Valley Capital Partners | 4 | $166 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $207 | 0.00% | +5 | New |
| Huntington National Bank | 6 | $248 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $249 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $290 | 0.00% | −4−36.4% | Reduced |
| Cromwell Holdings LLC | 8 | $331 | 0.00% | +1+14.3% | Added |
| Whipplewood Advisors, LLC | 8 | $331 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $414 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $579 | 0.00% | −24−63.2% | Reduced |
| Westside Investment Management, Inc. | 18 | $745 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $745 | 0.00% | +13+260.0% | Added |
| CVA Family Office, LLC | 18 | $745 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $746 | 0.00% | −26−59.1% | Reduced |
| Horizon Investments, LLC | 20 | $828 | 0.00% | +20 | New |
| Aspect Partners, LLC | 21 | $869 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 23 | $952 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $966 | 0.00% | +22 | New |
| PayPay Securities Corp | 22 | $970 | 0.03% | +5+29.4% | Added |
| ORG Wealth Partners, LLC | 29 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 30 | $1.24K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 32 | $1.32K | 0.00% | +30+1,500.0% | Added |
| Godfrey Financial Associates, Inc. | 36 | $1.49K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $1.49K | 0.00% | +35+3,500.0% | Added |
| JPL Wealth Management, LLC | 40 | $1.66K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 40 | $1.66K | 0.00% | +40 | New |
| Fortis Group Advisors, LLC | 41 | $1.70K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 45 | $1.86K | 0.00% | +45 | New |
| Brown Brothers Harriman & Co | 47 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | −53−57.0% | Reduced |
| TD Private Client Wealth LLC | 50 | $2.07K | 0.00% | −9−15.3% | Reduced |
| Atlantic Union Bankshares Corp | 50 | $2.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 50 | $2.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 54 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $2.65K | 0.00% | +25+64.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 72 | $2.98K | 0.00% | +69+2,300.0% | Added |
| American Capital Advisory, LLC | 72 | $2.98K | 0.00% | −1−1.4% | Reduced |
| Chung Wu Investment Group, LLC | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 90 | $3.73K | 0.00% | +90 | New |
| Quent Capital, LLC | 97 | $4.01K | 0.00% | +74+321.7% | Added |
| International Assets Investment Management, LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 130 | $5.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 145 | $6.00K | 0.00% | +137+1,712.5% | Added |
| Triumph Capital Management | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 150 | $6.21K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 156 | $6.46K | 0.00% | +53+51.5% | Added |
| Perkins Coie Trust Co | 175 | $7.24K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 211 | $8.73K | 0.00% | +81+62.3% | Added |
| Massmutual Trust Co FSB | 222 | $9.19K | 0.00% | +166+296.4% | Added |
| Penserra Capital Management LLC | 265 | $10.0K | 0.00% | +6+2.3% | Added |
| TD Capital Management LLC | 247 | $10.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 259 | $10.7K | 0.00% | +236+1,026.1% | Added |
| MCF Advisors LLC | 288 | $11.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 350 | $14.5K | 0.00% | +350 | New |
| MAI Capital Management | 354 | $14.7K | 0.00% | +329+1,316.0% | Added |
| Ossiam | 403 | $16.7K | 0.00% | +361+859.5% | Added |
| Assetmark, Inc | 433 | $17.9K | 0.00% | −1,484−77.4% | Reduced |
| Quarry LP | 454 | $18.8K | 0.00% | −368−44.8% | Reduced |
| First Command Advisory Services, Inc. | 500 | $20.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 500 | $20.7K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $20.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 559 | $22.6K | 0.00% | +170+43.7% | Added |
| IFP Advisors, Inc | 558 | $23.1K | 0.00% | +227+68.6% | Added |
| CX Institutional | 689 | $29.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 789 | $32.7K | 0.00% | +1+0.1% | Added |
| Storebrand Asset Management AS | 869 | $36.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 908 | $36.9K | 0.00% | +466+105.4% | Added |
| EverSource Wealth Advisors, LLC | 984 | $40.7K | 0.00% | +637+183.6% | Added |
| Lavaca Capital LLC | 1,000 | $41.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,014 | $42.0K | 0.00% | +921+990.3% | Added |
| STRS Ohio | 1,152 | $47.7K | 0.00% | −25,002−95.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,175 | $48.6K | 0.00% | −20,195−94.5% | Reduced |
| Quadrant Capital Group LLC | 1,322 | $54.7K | 0.00% | +1,022+340.7% | Added |
| SRS Capital Advisors, Inc. | 1,429 | $59.1K | 0.00% | +987+223.3% | Added |
| Sterling Capital Management LLC | 1,616 | $66.9K | 0.00% | −1,234−43.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,653 | $68.4K | 0.00% | +1,222+283.5% | Added |
| Allworth Financial LP | 1,704 | $70.5K | 0.00% | +1,029+152.4% | Added |
| GAMMA Investing LLC | 1,821 | $75.4K | 0.00% | −443−19.6% | Reduced |
| Rothschild Investment LLC | 1,933 | $80.0K | 0.00% | +1,502+348.5% | Added |
| Signaturefd, LLC | 1,997 | $82.7K | 0.00% | +286+16.7% | Added |
| National Bank of Canada | 2,140 | $88.6K | 0.00% | +382+21.7% | Added |
| O'Shaughnessy Asset Management, LLC | 2,187 | $90.5K | 0.00% | −112−4.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,231 | $92.3K | 0.02% | +2,231 | New |
| The PNC Financial Services Group, Inc. | 2,273 | $94.1K | 0.00% | +117+5.4% | Added |
| Parallel Advisors, LLC | 2,366 | $97.9K | 0.00% | −370−13.5% | Reduced |