| Manchester Capital Management LLC | 1 | $205 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $205 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $400 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $410 | 0.00% | −3−60.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $410 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $615 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $819 | 0.00% | +1+33.3% | Added |
| Heartwood Wealth Advisors LLC | 4 | $820 | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Plato Investment Management Ltd | 5 | $1.02K | 0.00% | −2,049−99.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Ameritas Advisory Services, LLC | 6 | $1.23K | 0.00% | −80−93.0% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $1.23K | 0.00% | +4+200.0% | Added |
| First Horizon Corp | 6 | $1.23K | 0.00% | +6 | New |
| Kilter Group LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $1.44K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.64K | 0.00% | −11−57.9% | Reduced |
| Albion Financial Group | 8 | $1.64K | 0.00% | +8 | New |
| Security National Bank | 8 | $1.64K | 0.00% | +8 | New |
| IMG Wealth Management, Inc. | 8 | $1.64K | 0.00% | +8 | New |
| Rossby Financial, LCC | 9 | $1.80K | 0.00% | +9 | New |
| Salomon & Ludwin, LLC | 9 | $1.81K | 0.00% | +9 | New |
| South State Corp. | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| FNY Investment Advisers, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.05K | 0.00% | +3+42.9% | Added |
| Turning Point Benefit Group, Inc. | 11 | $2.19K | 0.00% | +11 | New |
| Webster Bank, N. A. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 13 | $2.67K | 0.00% | +13 | New |
| Montag A & Associates Inc | 14 | $2.94K | 0.00% | +4+40.0% | Added |
| Cullen/Frost Bankers, Inc. | 15 | $3.08K | 0.00% | −10−40.0% | Reduced |
| Marquette Asset Management, LLC | 15 | $3.08K | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $3.28K | 0.01% | −214−93.0% | Reduced |
| Altshuler Shaham Ltd | 20 | $4.10K | 0.00% | −2−9.1% | Reduced |
| High Note Wealth, LLC | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $4.10K | 0.00% | +5+33.3% | Added |
| Rakuten Securities, Inc. | 20 | $4.10K | 0.00% | +15+300.0% | Added |
| Sachetta, LLC | 20 | $4.10K | 0.00% | +20 | New |
| Asset Dedication, LLC | 22 | $4.51K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 22 | $4.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 22 | $4.51K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $4.51K | 0.00% | +22 | New |
| Park Place Capital Corp | 23 | $4.71K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $4.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $4.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $4.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $5.19K | 0.00% | −5−16.1% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $5.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $5.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 28 | $5.74K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $6.15K | 0.00% | +30 | New |
| Itau Unibanco Holding S.A. | 35 | $7.17K | 0.00% | −2−5.4% | Reduced |
| Millstone Evans Group, LLC | 37 | $7.58K | 0.00% | +37 | New |
| Private Wealth Management Group, LLC | 45 | $9.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $9.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 58 | $11.0K | 0.00% | +2+3.6% | Added |
| Optiver Holding B.V. | 54 | $11.1K | 0.00% | −91−62.8% | Reduced |
| Creekmur Asset Management LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 56 | $11.5K | 0.00% | −15,852−99.6% | Reduced |
| Bell Investment Advisors, Inc | 66 | $13.5K | 0.00% | −12−15.4% | Reduced |
| Central Trust Co | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 85 | $17.4K | 0.00% | −9−9.6% | Reduced |
| Clark Wealth Partners | 101 | $17.5K | 0.01% | −51−33.6% | Reduced |
| Sterling Capital Management LLC | 91 | $18.7K | 0.00% | +1+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 100 | $20.0K | 0.00% | −1−1.0% | Reduced |
| Princeton Global Asset Management LLC | 100 | $20.5K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 102 | $20.9K | 0.00% | −1−1.0% | Reduced |
| Root Financial Partners, LLC | 117 | $24.0K | 0.00% | +117 | New |
| HM Payson & Co | 127 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 129 | $26.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 130 | $26.6K | 0.00% | −346−72.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 137 | $28.1K | 0.02% | +112+448.0% | Added |
| Eastern Bank | 146 | $29.9K | 0.00% | +146 | New |
| Siemens Fonds Invest GmbH | 147 | $30.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 149 | $30.5K | 0.00% | +50+50.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 152 | $31.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 173 | $35.5K | 0.00% | +173 | New |
| Central Pacific Bank - Trust Division | 200 | $41.0K | 0.00% | 00.0% | Unchanged |